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Join certified financial planner Megan Brinsfield as she shares her expertise on navigating the murky waters of Roth accounts. Discover when Roth conversions can backfire, particularly with regard to increasing AGI and Medicare premiums. Megan also highlights the limitations of Roth calculators and discusses the importance of tax diversification. Plus, learn how upcoming 2026 changes will affect mandatory Roth catch-up contributions for high earners. It’s a must-listen for savvy investors looking to optimize their retirement strategies!

Dan Caplinger, a seasoned investment analyst, and Jon Quast, known for his contrarian views, dive into Disney's deal with OpenAI to license characters for user-generated content. They debate whether this move dilutes Disney's IP or creates new buzz for Disney+. The conversation also covers Oracle's earnings and looming debt concerns amid heavy AI investments. Plus, they play a fun game selecting dream CEO candidates for companies like Nike and Block, suggesting names from Mark Cuban to Jerome Powell.

In this discussion, analysts Matt Frankel and Jon Quast dive into 2025's stock boom, highlighting over 300 companies that doubled in value. Matt shares his insights on Lemonade's turnaround and the promising future of memory stocks like Micron driven by AI demand. Jon probes into solar prospects with NextPower and raises questions on Oklo's nuclear ambitions. They also analyze Disney's strong theme park performance and MercadoLibre's logistics advantages. The contrasting views make for an engaging exploration of promising and questionable investments.

Jon Quast, a savvy investment analyst who specializes in restaurant and retail, joins Rachel Warren, who offers sharp insights on retail strategy and operations. They dive into the struggles of Chipotle, Target, and Crocs. The trio explores Chipotle's sales slump and menu innovations for recovery, Target’s identity crisis and leadership changes, and Crocs’ inventory challenges alongside potential international growth. With a blend of market trends and personal insights, they assess if these brands can rebound in a changing landscape.

Join analysts Jason Hall and Dan Caplinger as they dive into Netflix's ambitious deal for Warner Bros. Discovery. Jason, with his expertise in media acquisitions, discusses Netflix's strategic reasons for this move and its potential impacts on cash flow. Dan unveils why Warner Bros. chose Netflix over other competitors, highlighting differences in value and strategy. They also share insights on evaluating mega-mergers in your own investments, including risks and financial implications for shareholders.

Joining the discussion are Rick Munarriz, a seasoned analyst known for his insights on tech and media stocks, and Sanmeet Deo, a portfolio strategist with a keen eye for market trends. They dive into the competitive race between SentinelOne and Snowflake, debating which company will hit GAAP profitability first. The duo also critiques the recent Netflix-Warner Bros deal and Paramount's aggressive counteroffer, analyzing potential impacts on the media landscape. Expect intriguing predictions and insightful analyses from these expert guests.

Leandro Cuccioli, Senior VP at MercadoLibre, shares insights on Latin America's e-commerce titan. He discusses an impressive growth streak, fueled by a booming fintech sector and high market share potential. Cuccioli tackles the challenges of operating in Argentina's volatile economy and explores how innovation in logistics and AI can enhance user experience. He emphasizes the importance of creating long-term value through trust and adaptability, while revealing personal purchase anecdotes that highlight MercadoLibre's evolving landscape.

Beth Pinsker, a Certified Financial Planner and MarketWatch columnist, dives into the complexities of financial caregiving. She shares her own experience as a caregiver and the vital need for families to create a financial roadmap. Beth emphasizes the creation of a 'death file' to organize essential documents, discusses the crucial role of a durable power of attorney, and compares healthcare proxies to living wills. Her heartfelt message highlights that preparing finances is truly an act of love, easing the burden during challenging times.

Lou Whiteman and Jason Moser dive into Netflix's bold $82.7 billion acquisition of Warner Bros. Discovery, exploring strategic moves and regulatory hurdles. They analyze the competitive fallout for streaming giants like Disney and Amazon, and discuss potential pricing shifts for consumers. The conversation shifts to Meta's significant cuts to its metaverse investments, with thoughts on its pivot toward AI-driven devices. The duo also debates future disruptions in industries like EVs and healthcare, rounding off with insights on stock opportunities in Delta and DocuSign.

Matt Frankel, a seasoned investing analyst, and Jon Quast, a consumer finance expert, dive into Anthropic's ambitious IPO plans aiming for a massive valuation in the competitive AI landscape. They discuss the increasing rivalry with OpenAI and others, highlighting revenue targets and market influences. Klarna's evolving Buy Now, Pay Later strategy, resembling credit cards, is also a focal point, examining its appeal to consumers and the economic implications. The duo wraps up with intriguing stock recommendations, including Kinsale and Badger Meter.