• Charles’ Take: Seizing The Opportunity to Learn
    Jan 23 2026
    Charles is joined by Wealth Enhancement Group Senior Vice President, Nicole Webb, and Kaltbaum Capital Management President, Gary Kaltbaum, to discuss the importance of financial literacy, technical analysis, and the "Peter Lynch principle" of investing in what you know, while exploring how modern tools like AI and social media are reshaping the landscape for the next generation of investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    9 Min.
  • Charles' Take: The Future of Economic Relations with Europe
    Jan 22 2026
    Charles critiques Canadian Prime Minister Mark Carney’s recent address at the World Economic Forum, suggesting that ally nations should focus more on self-reliance and domestic defense spending. He is joined by former British Prime Minister Liz Truss to discuss a newly reached framework between NATO and the U.S. regarding Greenland that has led to the suspension of proposed tariffs on European allies. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 Min.
  • Charles’ Take: Playing The Geopolitical Game
    Jan 21 2026
    Charles is joined by Pippa Malmgren, former Special Assistant to President George W. Bush to explore how the Trump Administration approaches negotiations with rival countries like China and Russia as interconnected moves on a global “geopolitical monopoly board,” with flashpoints ranging from Ukraine to Greenland to Taiwan. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 Min.
  • Charles’ Take: Space Stocks Surge as Traders Eye Volatility Plays
    Jan 17 2026
    Charles is joined by Danielle Shay, Simpler Trading VP of Options, to discuss the strong growth in space stocks, short-squeeze opportunities in the market, and strategies for buying options around earnings to capitalize on elevated implied volatility. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 Min.
  • Charles’ Take: Finding Direction In The Market
    Jan 16 2026
    Charles is joined by Stephanie Guild, CIO of Robinhood, to discuss the outlook for equity markets in 2026, the key forces shaping market performance, and practical investment strategies. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 Min.
  • Charles' Take: Assessing The Rise of Google’s Tech Innovation
    Jan 14 2026
    Charles is joined by Beth Kindig, I/O Fund Lead Tech Analyst, to discuss the AI race between Google and OpenAI, Meta also having a large focus on AI, and Microsoft’s efforts to be a more community-focused company by taking steps to pay for their own data centers, minimizing water use, creating jobs, and strengthening communities. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    5 Min.
  • Charles’ Take: Investing In The A.I. Boom
    Jan 13 2026
    Charles is joined by Mario Veneroso, Wealth Manager at Kingsview Partners, to discuss reported data center investments and compare Google’s performance with OpenAI in the evolving AI landscape. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 Min.
  • Charles’ Take: The Economic Conundrum in the U.S.
    Jan 10 2026
    Charles is joined by Michelle Girard Natwest Markets U.S. Head to discuss the state of the economy and the "K-shaped recovery," the role of productivity growth in driver profits, and the potential impact of President Trump's trade policies and tariffs. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 Min.