Sift Stack

NQR Media
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Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

  1. HÁ 4 H

    Artemis II Back to The Moon, Lululemon Stock Review, & Iran War Updates: TWSS 22 – 4.6.2026

    Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two-week truce in the Middle East has sparked a market rally, with strikes paused contingent on the Strait of Hormuz remaining open. Finally, NASA’s Artemis II is officially orbiting the moon, marking humanity's return to lunar space after 50 years. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    22 min

  2. 1 DE ABR.

    Is Meta a Drug? U.S. Weighs land Invasion of Iran & Fed Eyes Inflation: TWSS 21 - 3.30.2026

    Episode 21 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Meta is struggling after a major ruling on social media addiction sent shares down. While current fines are small, the threat of more lawsuits and new rules still looms. At the same time, the Pentagon plans potential ground missions targeting Iran’s Kharg Island oil hub. Amidst the chaos, Fed Chair Jerome Powell stays calm about inflation despite rising gas prices. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    25 min

  3. 25 DE MAR.

    The 1st $1T Bank? JPMorgan Chase, Calming Oil & The Proposed 5 Day Cease Fire: TWSS 20 - 3.23.2026

    Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 trillion valuation with significant cash reserves. Despite geopolitical tension, CJ and Tyler echo Jamie Dimon’s advice: "Some things never change - there will be another crisis, and its impact will be felt by the financial markets." This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: / @siftstackpod Instagram: / sift_stack TikTok: / sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    19 min

  4. 18 DE MAR.

    Is Uber Future-Proof? AV's, NVIDIA Partnerships, & The Strait of Hormuz Crisis: TWSS 19 - 3.17.2026

    Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this episode, we break down why the S&P 500 is showing resilience, the worsening crisis in Cuba, and a deep dive into our Stock of The Week, Uber. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    19 min

  5. 11 DE MAR.

    Iran War Updates, Oil, & Adobe’s AI challenge: TWSS 18 – 3.9.2026

    Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    34 min

  6. 4 DE MAR.

    Operation Epic Fury - Iran Conflict Updates & Market Volatility: TWSS 17 – 3.2.2026

    Episode 17 of The Weekly Sift Stack: CJ Gettelfinger & Tyler Sherven break down the biggest stories moving markets. They detail the military strikes in the Middle East, the death of Ayatollah Khamenei, and the resulting economic fallout. Oil prices have jumped, while the travel and cruise sectors are falling. Beyond the conflict, the guys analyze the Paramount and Warner Bros merger, Intuit’s strong earnings report, and the ethical concerns surrounding war-betting markets. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    24 min

  7. 27 DE FEV.

    USA Hockey Sweeps For Gold & The S&P 500’s Deepest Diver in 26 – Intuit ($INTU): TWSS 16 – 2.23.2026

    Episode 16 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. USA women’s and men’s hockey teams swept Canada for gold, the first for the men’s team since 1980’s Miracle On Ice. Intuit ($INTU) is currently the S&P 500’s deepest diver, declining 37% YTD as of market open 2/27/2026 the software sector faces a brutal 2026 reset. Despite owning powerhouses like TurboTax and QuickBooks, Intuit is caught between AI disruption fears and a cooling job market. With unemployment rising and "SaaS fatigue" setting in, its P/E ratio has fallen below 26. However, with a wide economic moat and massive potential for AI-driven margin expansion, this week’s earnings are a critical turning point. Could Intuit be a value trap or 2026's biggest turnaround story? This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance. Likes & comments are not intended to be endorsements of Sift Investment Management.

    25 min

  8. 18 DE FEV.

    Is Walmart worth $1 Trillion? WMT & AMZN Earnings plus a Streaming Wars Update : TWSS 15 – 2.17.2026

    Episode 15 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Our "Stock of the Week" is Walmart (WMT), reporting earnings February 19th. After losing the revenue crown to Amazon (AMZN), can the $1 trillion retail giant bounce back? We’re watching their margins and grocery dominance closely. Meanwhile, streaming drama intensifies: Netflix (NFLX) gave Warner Bros. Discovery (WBD) a seven-day "hall pass" to entertain a bid from Paramount (PSKY). Finally, Anheuser-Busch (BUD) is celebrating a 25% YTD gain and a major debt milestone. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    29 min
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Sobre

Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

Informações

  • Canal
    NQR Media
  • Criado por
    Tyler Sherven
  • Anos de atividade
    2025 - 2026
  • Episódios
    22
  • Classificação
    Livre
  • Copyright
    © Copyright 2026 Tyler Sherven
  • Site do podcast
    Sift Stack

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