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  • Charles’ Take: Market Resilience Amid the Iran Conflict

    Charles’ Take: Market Resilience Amid the Iran Conflict
    2026/04/08
    Charles is joined by Rebecca Walser, Walser Wealth Management President, to discuss the resilience of the stock market despite a major geopolitical conflict, why the massive demand for AI memory and networking makes Micron and Jabil strategic "buys," and how Coherent's partnership with NVIDIA positions it as a key player in the AI backbone. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    10 分
  • Charles Take: Betting on AI Fiber and Fungi

    Charles Take: Betting on AI Fiber and Fungi
    2026/04/07
    Charles is joined by Hilary Kramer, Greentech Research Investment Analyst and portfolio manager, to discuss the resilience of the stock market , why the massive demand for AI fiber optics makes Lumentum a "buy" with 50% upside , and how Finium Therapeutics uses mushroom research to help veterans. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 分
  • Charles’ Take: Why SpaceX and xAI May Outpace OpenAI

    Charles’ Take: Why SpaceX and xAI May Outpace OpenAI
    2026/04/03
    Charles is joined by Eva Ados, COO of EntrepreneurShares LLC, to discuss the high-stakes potential of a SpaceX IPO and the company’s infrastructure moat, why they are bypassing OpenAI for the XOVR ETF, and the strong fundamentals of companies like Ubiquiti and Palantir. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    9 分
  • Charles’ Take: Rising Gas Prices and the Potential for a Fed Pivot

    Charles’ Take: Rising Gas Prices and the Potential for a Fed Pivot
    2026/04/02
    Charles Payne is joined by Mike Green, Chief Strategist at Simplify Asset Management, to discuss Europe's "short-sighted" economic and energy policies, the geopolitical implications of U.S. control over the Strait of Hormuz, and why recent inflationary pressures from rising gas prices could lead to a powerful policy pivot rally. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    11 分
  • Charles’ Take: From Tech Infrastructure to Healthcare

    Charles’ Take: From Tech Infrastructure to Healthcare
    2026/03/31
    Charles Payne is joined by James Demmert, Main Street Research Chief Investment Officer, to discuss why the current market pullback is a normal correction within an eight-year AI-driven business cycle and to identify market opportunities in dominant "monopoly" tech players like ASML and Taiwan Semi, as well as undervalued sectors like healthcare and global energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 分
  • Charles’ Take: Systemic Risk or Investment Opportunity?

    Charles’ Take: Systemic Risk or Investment Opportunity?
    2026/03/26
    Charles Payne is joined by Jason Ware, Chief Investment Officer at Albion Financial Group, to explain why private credit defaults won't trigger a 2008-style crash and why there is still value in stocks like Citigroup and Salesforce. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 分
  • Charles’ Take: The Future of Globalized US Markets

    Charles’ Take: The Future of Globalized US Markets
    2026/03/25
    Charles Payne is joined by Jessica Inskip, Stockbrokers.com Director of Investor Research, to discuss navigating a potential bearish trading cycle through technical analysis of weekly moving averages and the implementation of cash-secured puts. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 分
  • Charles’ Take: Tough Time For Big Tech?

    Charles’ Take: Tough Time For Big Tech?
    2026/03/24
    Charles Payne is joined by Nancy Tengler, Laffer Tengler CEO and Chief Investment Officer, to discuss debunking AI bubble fears through fortress balance sheets, her shift from Adobe and Salesforce toward "survivors" like ServiceNow and Palantir, and a disciplined strategy of trimming winners like Broadcom to maintain portfolio targets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    11 分