Fri, 30 May 2025
In this episode of Trading Justice, we break down the latest twists in the ongoing trade war, including new legal developments that are adding fresh complexity to the tariff landscape. What do they mean for markets, and what paths lie ahead? We also dive deep into Nvidia’s earnings, with Matt analyzing both the bullish highlights and red flags in what many see as the most important report of the season. We round out the show with this week’s Top 5 stock stories and a lively round of “Stock It or Drop It,” where Matt gives his long-term takes on names like Tesla, Apple, and AMD. Another value-packed episode you won’t want to miss.
Direct download: Trading_Justice_Tariff_Policy_in_Flux_NVDA_Earnings_in_Focus.m4a
Category:Podcasts -- posted at: 11:13am PDT |
Fri, 23 May 2025
In this episode of Trading Justice, we break down the growing divide between retail traders and hedge funds in today’s market. Who’s got it right—and who’s about to get smoked? We also dig into the latest bond auction chaos, break down SPY’s price structure, and hit the macro radar with gold, Bitcoin, and Ethereum. Plus, we spotlight this week’s Top 5 stocks and close with Coaches Corner insights you won’t want to miss.
Direct download: Trading_Justice_Retail_vs_Wall_Street.m4a
Category:Podcasts -- posted at: 11:06am PDT |
Fri, 16 May 2025
In this episode of Trading Justice, Matt and Mark break down a pivotal week in the markets, starting with the S&P’s strength and tech’s continued leadership. They dive into Trump’s $2 trillion Middle East AI push and explore the downstream impact on semis, servers, and infrastructure—connecting the dots from Nvidia and AMD to SMCI and Palantir. The conversation turns to oil on Iran deal rumors, gold holding support, and crypto’s breakout behavior. In Stocks in the News, they cover AMD’s buyback, Coinbase’s S&P 500 inclusion, Walmart’s inflation warning, UNH’s collapse, and Nvidia’s surge. They wrap with what they got right, what’s coming next, and the key setups to watch heading into the week.
Direct download: Trading_Justice_Trade_Deals_Price_Pressures_Consumer_Clue.m4a
Category:general -- posted at: 12:16pm PDT |
Fri, 9 May 2025
In this episode of Trading Justice, Matt and Mark break down the latest market action through the lens of one of Wall Street’s oldest patterns—Buy the Rumor, Sell the News. With new trade talks emerging, the Fed punting on cuts, and geopolitical headlines flying, the guys ask: has the market already priced it all in? They start with a technical read on SPY and then dig into Powell’s latest comments, the Fed’s cautious tone, and what the data is really saying about inflation vs. growth. The trade section covers the U.S.–U.K. deal, upcoming China negotiations, and whether a new tariff regime is forming. Crypto makes a statement this week, with Ethereum and Bitcoin breaking out, while gold and the U.S. dollar reverse course. The guys also spotlight key stock stories, including Apple, Google, Nvidia, AMD, Palantir, Disney, and Boeing. They close with a preview of next week’s setup—and why inflation data could be the biggest catalyst of the month. |
Fri, 2 May 2025
In this episode of Trading Justice, Matt and Mark break down the third wave of the AI trade—and why it may be the most important one yet. From mega-cap CapEx to the monetization push, AI is no longer just a story—it’s a strategy. They also dive into the state of earnings season, GDP strength, and the growing divergence between gold and bitcoin as macro hedges. With the Fed on deck next week, the guys look at how policy, tech, and inflation are colliding. Plus, a Coaches Corner segment to round things out with practical trading advice. |
