You can catch Warrior Money on Apple Podcasts, Spotify, Amazon Music, or wherever you get your podcasts. On Warrior Money, former Transportation Secretary and Navy veteran Pete Buttigieg issues a blunt warning about how Washington’s dysfunction threatens both national safety and economic growth. He breaks down how the shutdown cripples air traffic control, disrupts supply chains, and erodes public trust. Buttigieg calls out leaders who are more focused on tweets than results, urging them to prioritize servi ...

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Wikipedia has something in common with your local electric plant: both are utilities that are protected in their own right. Wikipedia was founded in 2001 by Jimmy Wales and Larry Sanger. Since then, the site has operated as a nonprofit, with posts on people, places, and things edited by volunteers. Wikipedia, the online encyclopedia, attracts billions of visits every month and has also increasingly co ...

You have some interesting things to say about how to be an active investor. >> First step is to figure out what kind of loss can you live with. Second step is to take your portfolio and look at it backwards.How did that portfolio perform in Q1 2025. How about 2022. How about 2008.We're sitting with one referral young lady in her 70s. She's been to over 70 countries. I'm like, I want to follow you right wherever you go.Her account, she did not recognize was off 70% in 2008. Now, the market, as you probably r ...

Market Position & Valuation - Nvidia's market capitalization has reached $5 trillion [1] - Nvidia now accounts for 8% of the S&P 500 [1] - The market hasn't seen a similar situation since the 1970s [1] AI Infrastructure & Market Risk - The AI infrastructure trade is expected to continue [2] - Any narrative contrary to strong demand poses the biggest risk to the market [2] - Overly optimistic pricing leaves little room for negative news [3] - Risk management remains crucial [3]

Retirement Account Contributions - For 2025, contribution limits are $23,500 for employees under 50, $31,000 for those 50 and older, and $34,750 for those 60 to 63 [2] - Many individuals save approximately 9% of their income towards retirement, including both employee and company contributions [3] - Increasing retirement savings contributions can lower taxable income for 2025 [3] Affordable Care Act (ACA) & Health Savings Account (HSA) - Enhanced advanced premium tax credits may disappear, potentially increasing premiums for those above 150% of the federal poverty line [6] - When choosing an ACA plan, prioritize the network of doctors over the premium cost [7] - HSA limits are $4,300 for individuals and $8,550 for families [8] - HSAs are designed for long-term healthcare savings, similar to an IRA, and should be invested for growth, such as in an S&P 500 index fund [8][9]

AI Partnerships & Market Perception - Announcing deals with Nvidia or OpenAI is likely to positively impact a company's stock market performance [1] - The market currently perceives AI partnerships as beneficial, leading to positive stock reactions [1] Long-Term Value & Cash Flow - The ultimate determinant of AI partnership success is whether the technology generates incremental cash flows to justify the investment [1] - Significant cash flow generation from AI partnerships is not expected in the short term (this year or next year) [1] - The real impact of AI partnerships on cash flow will be evident in the longer term, specifically 5-7 years [1][2] Specific Partnership Concerns - The potential value added to Uber's core business from AI deals is questionable [2] - Some AI partnerships are viewed as having heavy optionality rather than the potential to add incremental value to the AI trade [3]

47% of workers expect layoffs. We saw the Amazon layoffs this morning. It's not whether they should happen, it's how companies should do them.One of the overwhelming results of the investor survey was efficiency and and reductions like that only get you so far. It has to be about growth. I think company leaders would say, well, growth through AI can come from lots of different ways.Investing in my workforce, attracting the best talent, growing the top line, retaining my consumers. If we're having this conve ...

Rare Earth Market Overview - The rare earth stocks in the US are declining as trade tensions between the US and China ease [1] - China controls a significant portion of the rare earth supply chain, including approximately 70% of mining, 90% of processed oxides, and 93% of magnets [4] - US companies find it difficult to compete with China in the rare earth market due to cost disadvantages, with US production costs potentially being two to three times higher [5][6] Investment and Government Support - The US administration is likely to continue emphasizing investment in US-based rare earth companies, potentially through backstop measures rather than direct stakes [6][7] - Government support is considered necessary to ensure the continued development of the rare earth industry in the US [8] - Government may need to work on the demand side, potentially offering benefits to companies using domestic magnets, such as in the EV sector [14][15] Strategic Partnerships and Timelines - US companies may expedite their entry into the rare earth market by partnering with non-Chinese companies, potentially reducing the timeline to one to two years [10][11] - Without partnerships, establishing domestic rare earth production could take a minimum of two to three years [9] Risks and Mitigation - The risk remains that China could flood the market and lower prices, hindering the capitalization of US companies [12][13] - A US-China agreement to prevent market flooding is crucial, along with ensuring that end-users source from US companies [13][14] Company Picks - US Rare Earth is considered a near-term opportunity due to its acquisition of LCM (Less Common Metals) and its magnet factory in Stillwater, Oklahoma, expected to start production around year-end [16][17] - Other companies mentioned include Neo Corp, American Resources, Royalty Management, and US Antimony [15]

Nvidia's market cap crossed above $5 trillion on Wednesday morning, making it the first company in history to reach such a valuation. This comes after Nvidia CEO Jensen Huang delivered his keynote address at the GTC 2025 event (GPU Technology Conference) on Tuesday, showcasing the AI chipmaker's newest projects and partnerships. Intelligent Alpha Founder and CEO Doug Clinton chats with Julie Hyman on Nvidia's growth, how the semiconductor manufacturer is "leading the charge" in AI infrastructure capex, and ...

I'd call it a truce. I would not call it a breakthrough. I think it creates more stability in a relationship that has had more stability until liberation day.It was a short meeting. It was only 90 minutes long. It was expected to be 3 to 4 hours.With translation, that means that it was really only a 45minute meeting. So most of what was expected had already been discussed and agreed to. There was nothing on Taiwan, though the Chinese had floated it.There was nothing on Russia, though Trump had floated it. I ...