Podcasts Archives - Revere Asset Management Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates



Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

04:15 – Mailbag: Valuing Your Sell Discipline

10:30 – Mailbag: Debunking the Average Rate of Return

16:30 – This Week in the Markets

25:00 – The Great Bitcoin Halvening

31:45 – NAAIM Numbers & Breadth Expectations

38:30 – Last Fall’s Three-Waves-Down S&P Correction

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Show Links:

The legal system is closing in on crypto, and things may only get worse

https://www.latimes.com/business/story/2024-04-10/the-legal-system-is-closing-in-on-crypto-and-it-may-only-get-worse

Sequence of Returns: A Tale of Two Investors

https://www.advisorpedia.com/chart-center/sequence-of-returns-a-tale-of-two-investors

High rates haven’t always been a problem for stocks

https://finance.yahoo.com/news/high-rates-havent-always-been-a-problem-for-stocks-080028534.html

Pension Funds are pulling 100s of Billions from stocks – (WSJ subscription)

https://www.wsj.com/finance/investing/pension-funds-stocks-bonds-679b8536

Fidelity rolls out 3 new ETFs (buffered bc fear demand)

https://www.thinkadvisor.com/2024/04/11/fidelity-rolls-out-3-new-etfs

Debate: Should the Government force Mega-RMDs on Massive Retirement Accounts?

https://www.thinkadvisor.com/2024/04/15/debate-should-the-government-force-mega-rmds-on-massive-retirement-accounts

IRS waives 2024 RMDs for Beneficiary IRAs under the 10 Year Rule

https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule

Vanguard to exit individual 401k business

https://www.thinkadvisor.com/2024/04/16/vanguard-to-exit-individual-401k-business

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble?

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s

07:45 – Is Gold Warning Us or Running With the Markets?

11:30 – A Change in Character

18:30 – Breadth and the NASDAQ McClellan Summation Index

24:30 – BITCOIN’s Price Action, the Halvening, & Tracking the Narrative

35:00 – Is the Dollar In Trouble?

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Show Links:

Jeremy Siegel: More room for Bull Market

https://www.thinkadvisor.com/2024/04/09/jeremy-siegel-more-room-for-bull-market

10 Best Large Active Stock Funds of Q1, 2024: Morningstar

https://www.thinkadvisor.com/2024/04/10/10-best-large-active-stock-funds-of-q1-2024-morningstar

Is Gold warning us or running with the markets?

https://www.advisorpedia.com/strategists/is-gold-warning-us-or-running-with-the-markets

OMB completes review of Final DOL Fiduciary Rule

https://www.thinkadvisor.com/2024/04/11/omb-completes-review-of-final-dol-fiduciary-rule

Fiduciary Rule gets Dems’ support as NAIFA seeks halt

https://www.financialadvisoriq.com/c/4476834/583484/fiduciary_rule_gets_dems_support_naifa_seeks_halt

Tax Bill with 100% Bonus Depreciation may move forward in the Senate

https://www.thinkadvisor.com/2024/04/09/tax-bill-with-100-bonus-depreciation-may-move-forward-in-senate

Social Security 2025 COLA Estimate climbs to 3%

https://www.thinkadvisor.com/2024/04/10/social-security-2025-cola-estimate-climbs-to-3

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



Treasury buybacks? Social Security clawback notices? And what was this wedge drop all about on Thursday? The shop reviews the key ingredient to secure retirement, job gains (or job losses, rather), and what Thursday’s wedge drop means for consistent gains before diving into commodities, software, and real estate sectors worth watching. Remember – the tape tells all!

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

02:30 – Mailbag: The Key Ingredient to Secure Retirement

05:45 – Planned Treasury Buybacks?

14:00 – Let’s Talk Jobs

18:00 – This Week in the Markets

25:00 – The Tape Tells All!

33:30 – Reviewing Thursday’s Wedge Drop

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Show Links:

Planned debt buybacks not meant for periods of market stress, US Treasury official says

https://www.reuters.com/markets/rates-bonds/planned-debt-buybacks-not-meant-periods-market-stress-us-treasury-official-says-2023-09-21

Treasury: Buyback Announcements and Press Releases

https://treasurydirect.gov/auctions/announcements-data-results/buy-backs

Allworth advice

https://www.usatoday.com/story/money/2024/03/31/americans-live-to-100-retirement-cost/73143871007

Your Client got a Social Security Clawback notice. What should they do?

https://www.thinkadvisor.com/2024/04/01/your-client-got-a-social-security-clawback-notice-what-should-they-do

Senior Housing rebounds as Boomers move in – WSJ Subscription

https://www.wsj.com/real-estate/senior-housing-rebounds-as-boomers-move-in-0369536e?st=f6ue47oh1er0ndm&reflink=article_copyURL_share

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



Are you a HODLer for life? Crypto may be at the top of the finance conversation as of late, but where does the smoke stop and the fire start? The shop talks Sam Bankman-Fried’s 25-year sentencing, Larry Fink’s retirement crisis, and the real secret to riding the wave before diving into Bitcoin’s complicated mining strategies and big developments in small caps.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

03:30 – Sam Bankman-Fried Gets 25 Years

04:30 – Mailbag: Winning the Bitcoin Horse Race

11:45 – Mailbag: Breaking the Broker-Dealer Chains

20:30 – Larry Fink’s Retirement Crisis

28:00 – This Week in the Markets (Ride the Wave!)

37:00 – Looking at Bitcoin from 35,000 Feet

46:00 – Small Caps, Big Developments

51:00 – REBAR – Revere Estimated Balance At Risk

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Show Links:

Congress has become a Long Term Threat to our Economic Well Being

https://www.advisorpedia.com/strategists/congress-has-become-a-long-term-threat-to-our-economic-well-being

Blackrock’s Fink calls on Boomers to fix the retirement crisis

https://www.thinkadvisor.com/2024/03/26/blackrocks-fink-calls-on-boomers-to-fix-retirement-crisis

Retirement ‘Crisis’ calls for New Thinking: BlackRock CEO (calls for giving him more $$)

https://www.financialadvisoriq.com/c/4464664/577284/retirement_crisis_calls_thinking_blackrock

Everything to know about RMD Planning for 2024

https://www.thinkadvisor.com/2024/03/25/everything-to-know-about-rmd-planning-for-2024

New Bill changes how Social Security COLAs are calculated

https://www.thinkadvisor.com/2024/03/28/new-bill-ties-social-security-cola-to-cpi-e

House Committee approves Bill to kill DOL’s Independent Contractor’s Rule

https://www.financialadvisoriq.com/pc/4461524/577254

Bankman-Fried sentenced to 25 years in prison over FTX collapse

https://www.thinkadvisor.com/2024/03/28/bankman-fried-sentenced-to-25-years-in-prison-over-ftx-collapse

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



Blue skies ahead! Bullish markets abound! Everything’s coming up green… right? The shop digs into whether or not Bitcoin’s will lead the economy to greater solutions and whether or not the blackout period around corporate buybacks will trigger bearish positions before diving into the great Bitcoin halving and a few key statistics worth tracking for stronger portfolio gains.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

03:45 – Mailbag: 1-Hour Stochastics & Company Policies

09:30 – Mailbag: Hyperinflation & The Bitcoin Disruption

12:30 – Bitcoin: Digital Gold or Digital Pearls

17:45 – Blackouts of Buybacks Threaten Our Bullish Run

22:30 – Price is Truth in the Bitcoin Halving

29:00 – This Week In the Markets

34:15 – Daily Statistic Tracking for Average Gain Percentage

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Show Links:

You say Bitcoin is Digital Gold? Maybe it’s Digital Pearls – WSJ (subscription)

https://www.wsj.com/finance/currencies/bitcoin-disruption-digital-pearls-95bed498

Blackout of Buybacks threatens bullish run

https://www.advisorpedia.com/markets/blackout-of-buybacks-threatens-bullish-run

10 Big Tax Disagreements in Biden, GOP Budget Plans

https://www.thinkadvisor.com/2024/03/21/10-big-tax-disagreements-in-biden-gop-budget-plans

What You need to know about the new bill targeting GRATs and Abusive Trust

https://www.thinkadvisor.com/2024/03/21/what-to-know-about-the-new-bill-targeting-grats-and-abusive-trusts

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



Interval Fund? Integral Fund? Fact is, neither is good! Danny talks Hotel California rules in investment banks this week (you can check out anytime you like, but you can never leave!) before diving into why billionaires don’t own Roth IRA’s, how timing may be a bigger factor to your retirement draw than anything else, and whether or not the market is seeing a change in character through the lens of Ted’s TSLA stage analysis.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

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00:00 – Opening Bell

04:00 – The Hotel California of Investment Firms

09:00 – Billionaires Don’t Own Roth’s!

11:30 – Mailbag: IRA’s & Wash Sales

18:00 – Timing is CRUCIAL

24:00 – Is the Market Seeing a Change in Character?

34:00 – The Revere Difference

41:00 – Reducing Headaches with TSLA’s Stage Analysis

50:00 – Leveraging Confirmation Bias in Behavioral Finance

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Show Links:

Is Long Bitcoin still the best trade of 2024

https://crowdedmarketreport.substack.com/p/is-long-bitcoin-still-the-best-trade

PPI Double beat brings back memories of Volcker, Jackson Hole: Mar 14, 2024

PPI Double Beat Brings Back Memories of Volcker, Jackson Hole: Mar. 14, 2024



Experts predict quick OMB Review of Final DOL Fiduciary Rule

https://www.thinkadvisor.com/2024/03/11/experts-expect-quick-omb-review-of-final-dol-fiduciary-rule

Social Security 2025 COLA Estimates Jumps to 2.4% (“jumps” LOL)

https://www.thinkadvisor.com/2024/03/12/social-security-2025-cola-estimate-jumps-to-2-4

Social Security Claiming: The Case of the Public Pension

https://www.thinkadvisor.com/2024/03/14/social-security-claiming-the-case-of-the-public-pension

Biden’s 2025 Budget continues to fight against Mega Roths (lol)

https://www.thinkadvisor.com/2024/03/11/biden-2025-budget-continues-fight-against-mega-roths

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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.