21h ago

Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 The half of your portfolio that's supposed to protect you just stopped working. This week stocks and bonds fell together — and the "crash cushion" behind every 60/40 retirement account cushioned nothing. We explain, in plain English, why the safe half of your money isn't safe anymore, and why the timing isn't a coincidence. Apollo economist Torsten Slok has warned the S&P 500 is now a concentrated bet on a few AI giants — a "single point of failure" — and this week that fragility got a live stress test as Big Tech cracked on AI spending. Also on the show: oil back above $88 as the Iran conflict reheats and what it means for gas and inflation, the Core PCE number the Fed is watching, and the Apple and Amazon earnings that could tip the balance. A clear, no-jargon read on a market that's more fragile than the headlines admit. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

2d ago

How a Full-Time Trader Finds Swing Setups (No ICT, No Hype) | The Market Bishop

Full-time trader Kevin — "The Market Bishop" — returns to Stonkcast a year later for a no-hype conversation about how he's actually trading right now. We get into how he finds swing trade setups in this market, why he avoids ICT concepts entirely (and what he uses instead), his honest read on the AI trade, and where he sees the market heading into year-end — plus specific tickers on his watchlist for the week ahead. Whether you're building your own swing strategy or just want a sharp look inside how an experienced trader thinks, this one's worth the listen. In this episode: How Kevin finds swing setups right nowWhy he stays away from ICT — and his alternativeThe AI trade: real demand or overheating?His market outlook for the rest of the yearFollow Kevin "The Market Bishop": X: https://x.com/TheMarketBishop YouTube: https://www.youtube.com/@TailoredTrades 📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET. 💸 Support Stonkcast: https://paypal.me/stonkcast 📈 $15 off TradingView: https://tradingview.com/?aff_id=154886 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 🐦 X: http://x.com/StonkcastShow 🎥 Watch on YouTube: https://youtube.com/@stonkcast ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

4d ago

Intel Is Back From the Dead — Its Best Growth in 15 Years (+13%)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 Two years ago Wall Street left Intel for dead. This week it posted its fastest revenue growth in over 15 years — a $16.13 billion quarter that beat by 12% and sent shares up as much as 13%. We break down the turnaround, the AI data-center engine now driving most of Intel's revenue, and the foundry losses the bears still point to. Then the risk hiding in plain sight: the 30-year Treasury yield is nearing 5.2%, its longest run above 5% since 2007, with most global fund managers now expecting 6%. We explain why this "boring" bond number is the biggest threat to stock valuations, mortgages, and even Intel's rally — and how new tariffs add pressure. We also preview this week's Federal Reserve meeting, where new chair Kevin Warsh is deliberately keeping investors guessing, and what a quieter, less predictable Fed means for volatility. Plus the mega-cap earnings gauntlet ahead. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Jul 23

AI Companies Are Now Paying Each Other — Is This a Bubble? (AMD + Anthropic)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 AMD just agreed to invest up to $5 billion in Anthropic, the maker of Claude, while Anthropic commits to buying tens of billions of dollars of AMD chips. We break down this "circular deal" — how these self-funding loops work across AI (Nvidia, Microsoft, OpenAI all do it), why they power the boom, and how to separate real demand from financial engineering, plus what it means for AMD versus Nvidia. Then the opposite end of the market: AMC's "apes" are back after a record quarter driven by Christopher Nolan's "The Odyssey," sending shares up 27%. We cover the blockbuster — and the heavy debt and negative equity the hype is ignoring. We also dig into Alphabet's earnings, the first Magnificent Seven report of the season, including the accounting quirk that can make Google's headline profit look enormous thanks to paper gains on its AI startup stakes rather than its core business. Finally, the earnings gauntlet ahead across big tech. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions. #StockMarket #Investing #AMD #Anthropic #Nvidia #AIStocks #AMC #MemeStocks #Alphabet #Earnings #MidweekCheckIn #Stonkcast

Jul 19

Chip Stocks Just Hit a BEAR MARKET — Is Kimi K3 the Next DeepSeek?

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 Semiconductor stocks just entered an official bear market, down 20% from their record — and the trigger is Kimi K3, a new open-source AI model from China that Wall Street is calling "DeepSeek 2.0." This week's Market Prep breaks down what Kimi K3 is in plain English, why cheap open-source AI threatens the AI spending boom, and what the original DeepSeek selloff teaches us about what could happen next. Then: Apple is the world's most valuable company again. We walk through how the "behind on AI" narrative flipped into an AI-winner story, the massive analyst disagreement on the stock, and the billion-iPhone upgrade thesis. Plus a SpaceX update — a scrubbed Starship launch, a break below the IPO price, and the float mechanics driving the wild swings — and your prep for a huge week: nearly 80 S&P 500 earnings reports, headlined by Alphabet and Tesla on Wednesday and Intel on Thursday, with the Fed in its quiet period before the July 29 decision. Stonkcast — the market show for the average Joe. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Jul 16

SpaceX Stock Is CRASHING — Down 33% and Retail Is Trapped (SPCX)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 SpaceX is down 33% one month after the most hyped IPO in history. On this Midweek Check-In, we break down how the space trade topped, why record money arrived at exactly the wrong moment, and what China's reusable rocket means for SpaceX going forward. Then: SK Hynix hit the Nasdaq less than a week ago and Wall Street already wrapped it in 2x leveraged ETFs. We explain how these products really work, why they're built for traders (not investors), and what the leveraged-ETF explosion tells us about the AI trade — plus the TSMC earnings verdict. Also on the docket: Trump's options for expanding military operations in Iran and what the Strait of Hormuz risk means for oil, energy, and defense names — and your map for the rest of the week: retail sales, jobless claims, Netflix earnings, Friday's data, and Fed Chair Warsh's first testimony. Stonkcast — the market show for the average Joe. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Jul 12

Iran Just CLOSED the Strait of Hormuz — What Happens to Oil Now?

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 Iran has declared the Strait of Hormuz closed "until further notice," and the US responded with its third round of strikes this week — roughly 140 targets overnight, more than 300 since Wednesday. We break down what actually happened, whether the strait is truly closed, and what it means for oil, gas prices, and markets heading into the new week. Then the corporate war: Apple's blockbuster lawsuit accusing OpenAI of a coordinated campaign to steal trade secrets for its AI hardware — including a retained MacBook, exploited server access, and job interviews allegedly used to extract Apple secrets. We explain the stakes for OpenAI's IPO ambitions and the fractured Apple-OpenAI partnership. We also cover Meta's 15% surge — its best week since early 2024 — and how a platform pivot, a new coding model, and a custom AI chip flipped Wall Street's narrative on its massive spending. Plus the week ahead: June CPI and the kickoff of big-bank earnings. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Jul 9

The Ceasefire Is OVER — Oil Spikes 6% and the Fed Just Named Its Nightmare

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all 🐦 Follow on X: 🔗 http://x.com/StonkcastShow 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 The US-Iran ceasefire is over. After attacks on tankers in the Strait of Hormuz, US strikes on more than 80 Iranian targets, and reprisals on American bases, President Trump declared the deal finished — and oil surged nearly 6%, its biggest jump in two months. We break down the full sequence, what it means for gas prices and exposed sectors, and why this spike differs from the war's earlier panic. Then the connection almost nobody made: the Fed's June minutes landed the same day, revealing that some officials argued for an immediate rate hike — and naming Middle East tensions and AI-driven demand as the very scenarios that would force higher rates. Both triggers fired this week. We also cover the stealth correction underway in tech: more than two-thirds of tech stocks are at least 20% off recent highs even as headline indexes set records, and we explain what's really happening to the AI trade. Plus the week ahead: June CPI and the kickoff of bank earnings. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Stonkcast

Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe

How a Full-Time Trader Finds Swing Setups (No ICT, No Hype) | The Market Bishop

Intel Is Back From the Dead — Its Best Growth in 15 Years (+13%)

AI Companies Are Now Paying Each Other — Is This a Bubble? (AMD + Anthropic)

Chip Stocks Just Hit a BEAR MARKET — Is Kimi K3 the Next DeepSeek?

SpaceX Stock Is CRASHING — Down 33% and Retail Is Trapped (SPCX)

Iran Just CLOSED the Strait of Hormuz — What Happens to Oil Now?

The Ceasefire Is OVER — Oil Spikes 6% and the Fed Just Named Its Nightmare

Ratings & Reviews

Great show!

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Stonkcast

Episodes

Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe

How a Full-Time Trader Finds Swing Setups (No ICT, No Hype) | The Market Bishop

Intel Is Back From the Dead — Its Best Growth in 15 Years (+13%)

AI Companies Are Now Paying Each Other — Is This a Bubble? (AMD + Anthropic)

Chip Stocks Just Hit a BEAR MARKET — Is Kimi K3 the Next DeepSeek?

SpaceX Stock Is CRASHING — Down 33% and Retail Is Trapped (SPCX)

Iran Just CLOSED the Strait of Hormuz — What Happens to Oil Now?

The Ceasefire Is OVER — Oil Spikes 6% and the Fed Just Named Its Nightmare

Ratings & Reviews

About

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