Market Mondays

Geopolitical tensions are shaking up the energy market, particularly with increased U.S. oil prices due to disruptions in Libya and the Middle East. The hosts explore how this sector rotation from tech to energy affects investor behavior. Nvidia and Super Micro emerge as top stock picks, while the future of AI investments holds promise. They also discuss the importance of diversification and the ways savvy investors navigate these turbulent times, making strategic choices that could lead to significant gains.

On this episode of Market Mondays, we dive into key market developments and global economic shifts:- **The Dow's Record Highs & Struggles**: We analyze the factors behind the Dow's recent record highs and its subsequent struggle. What should investors expect next as market conditions fluctuate?- **Crude Oil Prices Surge**: U.S. crude oil prices jumped 3% after Libya's production halt and the Israel-Hezbollah attacks. How are these geopolitical events impacting the energy market, and what could be the long-term effects?- **Today's Most Active Stocks**: We take a closer look at Boeing, Nvidia, PDD, Super Micro, XPeng, and SolarEdge, and discuss which stocks analysts believe have the potential to move higher.- **Wingstop's Rapid Growth**: Wingstop is outpacing its fast-food competitors. What innovations and strategies are driving its success, and can it maintain this momentum?- **Fed Rate Cut Concerns**: Fed Chair Jerome Powell raised concerns about the timing of potential rate cuts. What are the implications if the Fed waits too long, and how could it impact the economy?- **Nvidia's Earnings & Market Hedge**: With Nvidia's earnings approaching, Bank of America is offering a market hedge. What risks are associated with Nvidia’s upcoming earnings, and how might this hedge strategy play out?- **Lessons from InvestFest**: We share the biggest lessons learned from InvestFest and how individual investors can apply these insights to improve their strategies.- **Canada's Tariff on Chinese EVs**: Canada has imposed a 100% tariff on imports of Chinese-made electric vehicles, following the U.S.’s lead. What are the implications for the auto industry and international trade?- **Chipotle's Stock Decline**: After a recent decline in Chipotle's stock, we explore whether it has fallen enough to present a buying opportunity. What should investors consider before jumping in?- **Public Investment Fund's Strategy**: The Public Investment Fund (PIF) has invested heavily in companies like Lucid and Uber. We explore the driving forces behind this investment strategy and what PIF sees in the future of these companies.#MarketMondays #Investing #StockMarket #DowJones #CrudeOil #EnergyMarket #Nvidia #Wingstop #FederalReserve #InterestRates #InvestFest #CanadaTariffs #ElectricVehicles #Chipotle #PublicInvestmentFund #Lucid #Uber #GlobalEconomyOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join us in this enlightening clip of Market Mondays as we dive deep into pertinent political discussions with Senator Tim Scott. Hosts Rashad Bilal and Troy Millings engage the Senator in a candid conversation, tackling pressing issues that resonate within the Black community and beyond.🔴 **Election Concerns:** Understand why a significant portion of the Black community historically leans towards the Democratic Party and how the Republican agenda, particularly elements like Project 2025, creates apprehensions. Rashad raises critical questions about the Supreme Court's conservative shift and controversial figures like Donald Trump, allowing Senator Scott to provide his perspective on these topics.🔴 **Police Reform:** Senator Scott shares his personal experiences and efforts in advocating for police reform. He recounts the tragic Walter Scott shooting and explains his endeavors to secure funding for body-worn cameras, emphasizing the necessity of visual evidence in ensuring justice. His narrative on the real and persistent issue of DWB (Driving While Black) sheds light on the urgency of reforms and community-police collaboration.🔴 **Justice in the System:**The dialogue touches upon the concept of qualified immunity and the progress made and challenges faced in transforming the justice system to be more equitable. Senator Scott passionately discusses his long-term commitment to improving justice and equity in the legal arena.🔴 **Economic Realities:**The conversation transitions to economic issues, highlighting the Republican Party’s achievements, such as the 2017 tax code overhaul which provided significant tax reductions for working single mothers. Senator Scott elaborates on the broader economic improvements, like historically low unemployment rates for African Americans, that resulted from policy changes.🔴 **Responsibility and Representation:**As the sole Black Republican Senator, Tim Scott talks about his sense of responsibility towards representing the Black community. He reflects on his mission to combine personal experiences with political action, striving for inclusivity and justice. His insights into navigating the political landscape and advocating for economic participation through free markets and capitalism offer a compelling narrative of progress and opportunity.🔵 **Why Watch This Episode?**- Gain an understanding of the complex political preferences within the Black community.- Hear firsthand accounts and policy explanations from a sitting U.S. Senator.- Explore the intersection of policing, justice, and economic policies.- Join a platform for balanced debate and insightful discussions on American and minority issues.Don’t miss this deep dive into the policies and perspectives shaping today's political environment. Hit the subscribe button and ring the notification bell so that you never miss an episode of Market Mondays!**Subscribe to Market Mondays for more insightful discussions and interviews!****Hashtags:**#MarketMondays #BlackCommunity #PoliticalDiscussion #SenatorTimScott #RepublicanAgenda #PoliceReform #QualifiedImmunity #EconomicPolicy #JusticeSystem #FreeMarkets #BlackVoters #Project2025 #Election2023 #BodyWornCameras #DrivingWhileBlack #AmericanPolitics #EconomicProgress---This episode is a must-watch for anyone interested in the confluence of politics, justice, and economic policies within the Black community. Join the conversation and discover diverse viewpoints on living and thriving in America today.Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this clip of Market Mondays, hosts Ian Dunlap, Troy Millings, and Rashad Bilal delve into the recent major organizational change at Starbucks. The global coffee giant has appointed Brian Niccol, the strategic mastermind behind Taco Bell’s revival and Chipotle’s extraordinary growth, as its new CEO. Join us as we break down why this is considered a five-star hire and what it could mean for Starbucks' future.*Key Highlights:*- **The Perfect Fit**: Ian Dunlap explains why Brian Niccol’s unique combination of operational savvy and marketing brilliance makes him an excellent choice for steering Starbucks in a new direction. Discover how Nickel’s background as the Chief Marketing Officer at Yum Brands and his significant role in turning around Taco Bell highlight his expertise. - **Track Record of Success**: Troy Millings emphasizes Niccol’s impressive achievements, from driving innovation and mobile ordering at Taco Bell to doubling Chipotle’s stock through revamped safety protocols, menu diversification, and increased locations. Find out why Troy believes Starbucks has secured a champion akin to Phil Jackson coaching Kobe and Shaq. - **Operational Overhaul**: Understand how Niccol plans to tackle one of Starbucks’ most criticized pain points — long wait times. Ian discusses the potential for improved efficiency and renewed excitement within the brand. - **Compensation Insights**: Troy provides a detailed breakdown of Nickel’s compensation package, highlighting the leverage and value he brings to Starbucks. Learn how Niccol’s nearly $100 million deal underscores his stature as one of the leading executives outside the tech industry. - **Strategic Vision**: The hosts share their expectations and predictions for Starbucks under Niccol's leadership. From bringing back the allure of a luxury brand to revitalizing the customer experience and enhancing mobile ordering, explore the strategic moves that could propel Starbucks to new heights. - **Valuable Lessons**: Gain practical insights from Niccol’s career on creating leverage in your own professional journey. Discover the importance of delivering value and negotiating from a position of strength, whether you’re an executive or an entrepreneur at a vendor marketplace.If you're invested in the future of Starbucks or intrigued by high-stakes corporate maneuvers, this episode is a must-watch. Hear the Market Mondays team dissect what makes Brian Niccol's appointment a game-changer for Starbucks and the broader food enterprise economy.Don’t forget to like, comment, and subscribe for more in-depth discussions and insights on major market moves, executive leadership changes, and investment strategies. *Timestamps:*0:00 - Introduction0:07 - Why Brian Niccol is the Right CEO for Starbucks1:21 - The Impact of Brian Niccol’s Leadership at Taco Bell and Chipotle3:51 - Operational Challenges and Opportunities for Starbucks5:31 - Breakdown of Brian Niccol's Compensation Package6:57 - Strategic Outlook for Starbucks*Join the Conversation:*We want to hear from you! What are your thoughts on Starbucks’ decision to hire Brian Niccol? Do you believe he can restore the brand’s former glory and drive growth in an inflationary environment? Share your opinions and predictions in the comments below.*Stay Connected:*- Subscribe to our channel for more market insights and analysis.- Follow us on social media for real-time updates and behind-the-scenes content.*Hashtags:*#StarbucksCEO #BrianNiccol #MarketMondays #Investing #StockMarket #BusinessStrategy #Leadership #CorporateNews #Chipotle #TacoBell #Ecommerce #FoodIndustry #InvestmentTips #FinancialEducation---Thank you for supporting our channel and being a part of the Market Mondays community! Stay tuned for more episodes dissecting the latest market trends, leadership changes, and investment strategies.Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Market Mondays, we dive into crucial topics for investors and entrepreneurs. We share the top three networking tips for InvestFest attendees, discuss Starbucks' decision to bring on Brian Niccol as their new CEO, and analyze his compensation package. We also look at small-cap stocks and futures to watch ahead of the upcoming quadruple witching day on September 20, 2024.With Warren Buffett’s backing of Ulta, we explore whether now is the time to add this beauty retailer to your portfolio. Additionally, we examine alternative sources of income for those seeking financial freedom beyond the traditional 9-to-5. For young professionals, we offer advice on how to retire in 10 years or less.Lastly, we debate potential regulatory actions that could impact Microsoft and other tech giants.We also interviewed Senator Tim Scott, touching on topics like the Opportunity Agenda, Opportunity Zones, the importance of school choice, and financial literacy. We explored black voter concerns heading into the 2024 election, including Project 2025, foreign policy, race in America, and fiscal policy.#InvestFest #MarketMondays #FinancialFreedom #Investing #Starbucks #BrianNiccol #SmallCapStocks #UltaBeauty #Microsoft #OpportunityZones #TimScott #Project2025 #FinancialLiteracy #Networking #AlternativeIncome #Election2024Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome back to another episode of Market Mondays! In this episode, hosts Rashad Bilal, Troy Millings, and Ian Dunlap delve into the powerful topic of mindset and its impact on financial decisions and life in general. This eye-opening discussion stems from a profound quote shared by one of their mentors: "Black people operate from a scarcity mindset, no matter how much they have. White people operate from an abundance mindset, no matter how little they have."Throughout the episode, the hosts break down this statement and explore its implications on various aspects of life, particularly in business and investing. Rashad shares a personal anecdote about a meeting with their mentor that led to this enlightening perspective. He explains how a scarcity mindset can trap individuals, causing them to panic and make poor financial decisions, such as pulling out of investments prematurely. On the other hand, an abundance mindset encourages perseverance and long-term planning, even during financial setbacks.Troy and Rashad tie this concept back to the stock market, illustrating how these mindsets can influence investment strategies. They discuss how a scarcity mindset might push someone to withdraw their investments at the first sign of loss, while an abundance mindset encourages buying more during market dips with the confidence that the market will eventually rebound.Ian Dunlap contributes to the conversation by stressing the importance of emotional intelligence and planning for the future. He shares his mantra: "Deserve to be happy. Deserve to be rich. Deserve to be wealthy." He emphasizes the necessity of preparing financially before disaster strikes and highlights the cost of not being rich, especially in a rapidly changing economic landscape.The hosts also touch on the broader impact of these mindsets beyond finances. Rashad notes how the scarcity mindset affects black communities in various areas, such as the music industry, where competition often leads to conflicts rather than collaboration. This mindset can hinder collective progress and prevent the community from achieving greater success together.This episode of Market Mondays sheds light on the deep-seated psychological barriers that can affect decision-making and success. By understanding and addressing these mindsets, individuals can make more informed choices, foster better financial habits, and work towards a more prosperous future.Tune in to gain valuable insights and practical advice on changing your mindset from one of scarcity to one of abundance. Whether you're an investor, entrepreneur, or simply looking to improve your financial health, this episode is packed with wisdom that can help you on your journey.Don't forget to like, comment, and subscribe for more thought-provoking discussions and expert advice from the Market Mondays team. Hit the bell icon to stay updated on our latest episodes. #MarketMondays #FinancialMindset #Investing #AbundanceMindset #ScarcityMindset #StockMarket #FinancialFreedom #BlackWealth #WealthBuilding #MindsetShift #BusinessStrategy #PersonalFinance #EmotionalIntelligence #EconomicEmpowerment #InvestmentTips #FinancialEducation---This engaging and enlightening discussion is designed to inspire viewers to rethink their approach to finance and life. With actionable insights and relatable anecdotes, Rashad Bilal, Troy Millings, and Ian Dunlap provide a roadmap to cultivating a mindset that fosters growth and resilience. Stay tuned, stay informed, and let's navigate the path to financial freedom together!Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this insightful clip from Market Mondays, hosts Ian Dunlap, Troy Millings, and Rashad Bilal tackle the complexities of the Yen carry trade and its potential implications on global markets. The yen carry trade, which involves borrowing money from Japanese banks at very low interest rates to invest in higher-yielding assets, has been a popular strategy among investors. However, with recent adjustments in interest rates, this strategy has become riskier.*Key Points Discussed:*- *Yen Carry Trade Overview:* Ian Dunlap explains the basics of the yen carry trade, highlighting how investors would borrow cheap money from Japanese banks and invest it elsewhere for better returns.- *Interest Rate Adjustments:* The shift in interest rates means that those who borrowed under this strategy are now facing higher repayment costs, potentially leading to financial trouble if their investments haven’t paid off.- *Market Implications:* The hosts discuss how this shift affects the overall market, emphasizing that while the yen carry trade itself might not cause a market crash, other economic disasters could trigger significant downturns.- *Historical Context:* Ian touches upon historical instances, such as the market peak in 1999, drawing parallels and lessons to be learned from those periods.- *Japan’s Interest Rates:* A detailed discussion on the impact of Japan's prolonged low and negative interest rate policy, and how any significant rise in these rates could shake the markets.- *Current Market Status:* Ian reassures that despite recent turmoil, VIX has recovered, indicating a stabilization in the market.The trio also dive deep into the broader implications of these financial mechanisms, linking the yen carry trade strategy to past economic bubbles and cautioning viewers about the dangers of over-leveraging and the importance of knowing when to exit trades.Whether you’re an experienced investor or just getting started, this episode of Market Mondays offers valuable insights into the complexities of international financial strategies and their impact on global markets. Stay informed and ahead of the curve with expert advice and analysis from the Market Mondays team.*Join the Conversation:*What are your thoughts on the yen carry trade? Do you think we’re headed for another economic bubble? Share your insights and questions in the comments below.*Subscribe and Stay Connected:*If you enjoyed this clip, make sure to subscribe to the Market Mondays channel for more in-depth discussions and analysis on the latest financial trends and news.*Listen to Market Mondays on the Go:*Find us on Spotify, Apple Podcasts, and your favorite podcast platforms. Don’t miss an episode – subscribe today!#MarketMondays #YenCarryTrade #Investing #Finance #Stocks #JapaneseEconomy #InterestRates #GlobalMarkets #TradingStrategies #FinancialNews #IanDunlap #TroyMillings #RashadBilalOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this power-packed episode of Market Mondays, we explore some of the most critical and timely financial topics affecting today's markets. First, we dive into the complexities of the Yen carry trade—discussing whether it's truly over or if there are more potential financial disasters waiting to unfold. We also reflect on the most significant trading lessons learned over the past week, offering valuable insights that can help you navigate the volatile markets.Amazon continues to make headlines with its bold moves in the tech and retail sectors, but why isn’t this reflected in the stock’s performance? We analyze what’s driving Amazon's strategies and the market's seemingly muted response. With global inflationary pressures mounting and the threat of a recession looming large, we examine the critical role of gold in a well-diversified portfolio. How much should you allocate to gold, and why is it more important now than ever? We also share our top three stock picks to include in your portfolio as we brace for a potential economic downturn.As the Nasdaq shows signs of recovery, we debate whether the market has finally hit bottom in 2024 or if there’s more turbulence ahead. We also look ahead to market performance predictions for September and discuss the impact the upcoming election could have on your investments.Given crypto’s notorious volatility, should it be treated like options trading? We delve into whether cryptocurrencies should be viewed as long-term investments or if their unpredictability makes them too risky. If you could rely on only one indicator for trading success, what should it be? We reveal the tools that seasoned investors trust the most.In this episode, we also have a special segment with Jabari Johnson, CEO of R&B Only and COLORS Worldwide. Jabari shares his expertise on how data collection is transforming the live event industry, the challenges and strategies of venue booking, and what it takes to run successful large-scale events. His insights offer a unique perspective on the intersection of data, entertainment, and business.Finally, we round out the episode with a discussion on the stock market's wild week, offering actionable advice on what investors should do next. We also share our thoughts on the much-anticipated release of the iPhone 16. #MarketMondays #Investing #Stocks #Crypto #Gold #Nasdaq #Recession #Amazon #iPhone16 #TradingStrategies #YenCarryTrade #EventManagement #JabariJohnson #RnBOnly #COLORSWorldwide #FinancialMarkets #InvestmentTips #LiveEvents #DataCollectionOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join us for an insightful conversation with billionaire real estate developer Don Peebles as he discusses effective strategies for financing mid to large-scale real estate developments. In this video, Don Peebles shares his expert knowledge on overcoming hurdles in financing projects such as hotels and commercial buildings. He also provides valuable tips for aspiring developers looking to scale their businesses, with a special focus on supporting African-American developers.For this full class and more like it, sign up for EYL University at eyluniversity.com!00:00 - Introduction to financing strategies for real estate development02:26 - Challenges in financing mid to large-scale projects03:55 - Insightful tips for new developers04:50 - Supporting African-American developers and creating pathways for successOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Troy and Rashad sit down with billionaire real estate developer Don Peebles. Don shares his wealth of knowledge on how to get started in real estate development, offering practical advice and best practices. They discuss everything from sourcing a reliable team to conducting thorough market analysis and addressing discrimination in the appraisal process. Whether you're a novice investor or an experienced developer, this conversation is packed with valuable information to help you succeed in the real estate industry.For this full class and more like it, sign up for EYL University at eyluniversity.com!00:01 - 00:13: Sourcing Your Real Estate Development Team02:40 - 03:04: Importance of Market Analysis in Real Estate03:04 - 03:09: Tips for Investing in Different Markets05:23 - 05:43: Addressing Discrimination in the Appraisal ProcessOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy