Episodios

  • Charles’ Take: AI Vulnerabilities & the Future of Cyber Investing
    Apr 15 2026
    Charles is joined by Stockbrokers.com Director of Investor Research, Jessica Inskip, to discuss the security vulnerabilities exposed by AI models like Mythos, the top stock picks for the AI and cybersecurity sectors, and the impact of the EU AI Act taking effect in August 2026. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 m
  • Charles’ Take: Bulls, Bear Traps, and the AI Gold Mine
    Apr 9 2026
    Charles is joined by Mario Veneroso, Kingsview Partners Wealth Manager, to discuss why improving fundamentals and technical charts signal a bullish market turn, the phenomenal growth of AI-driven plays like FTAI and CrowdStrike, and why UPS presents an attractive opportunity for investors through cost-cutting and high dividends. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 m
  • Charles’ Take: Market Resilience Amid the Iran Conflict
    Apr 8 2026
    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 m
  • Charles Take: Betting on AI Fiber and Fungi
    Apr 7 2026
    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 m
  • Charles’ Take: Why SpaceX and xAI May Outpace OpenAI
    Apr 3 2026
    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 m
  • Charles’ Take: Rising Gas Prices and the Potential for a Fed Pivot
    Apr 2 2026
    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 m
  • Charles’ Take: From Tech Infrastructure to Healthcare
    Mar 31 2026
    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 m
  • Charles’ Take: Systemic Risk or Investment Opportunity?
    Mar 26 2026
    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 m