Market Mondays

⏱️ Timestamps

9:50 – U.S. vs Iran: Latest Updates & Impact

19:00 – Big Tech: The New Giants of War?

25:04 – Best Stocks in the “War Index”

37:30 – Credit Card Company Performance (Visa, AmEx, Mastercard, etc.)

41:57 – S&P Near Highs, But Sentiment at Lows: Is the Market Ignoring the Consumer?

48:50 – One Economic Indicator Retail Investors Should Track Weekly

52:46 – Case Study: Michael Rubin’s Fanatics Fest

59:10 – Elon’s Robo...

In this episode, we cover breaking developments in the Middle East and their impact on oil prices, the latest on the Iran-Israel conflict, and a major Invest Fest announcement. We dive into the ongoing battle between Microsoft and Apple, AMD’s recent stock surge, and welcome House Minority Leader Hakeem Jeffries to the conversation.

We also explore America’s stance on Middle East turmoil, solutions to the weal...

In this Market Mondays clip, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the remarkable comeback story of Robinhood. Once seen as a volatile platform for retail traders—often criticized for its gamification and accessibility—Robinhood has defied the odds, overcoming tough times and transforming into a force within the trading world.

Fresh from their discussion at Bloomberg with Romaine, th...

In this episode of Market Mondays, we break down the biggest headlines shaping business and investing. We dive into Robinhood’s recent surge after being added to the S&P 500, explore China’s dominance in the EV space, and reveal the official lineup for Invest Fest 2025. We also unpack the unexpected beef between Elon Musk and Donald Trump — and its potential impact on Tesla stock.

Special guest Paul Judge ...

In this Market Mondays clip, hosts Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into their recent experiences in Africa, uncovering surprising perspectives and huge opportunities on the continent.

The conversation kicks off with a candid look at how African leaders and government insiders see American politics, especially the surprising pro-Trump sentiment among some officials. Rashad reveals that man...

This week on Market Mondays, we’re breaking down a pivotal moment in the markets. After Apple, Amazon, Meta, and Microsoft reported earnings, we’re asking: are these tech giants still long-term compounders, or are buybacks and creative accounting hiding peak performance? Alphabet’s $70 billion stock buyback is under the spotlight, and Tesla’s stock jumped on Robotaxi hype — even as its fundamentals weakened. Elon Musk says Tesla do...

In this insightful clip, Ian Dunlap and Rashad Bilal unpack Bank of America’s recent advisory urging investors to short the S&P 500 amid concerns of a global shift away from US equities and US bond credit ratings. Is the era of American exceptionalism really coming to an end, or is the innovation engine still running strong?

Ian and Rashad dig deep into why shorting US equities right now might be a mistake...

Timestamps:

7:20 – Mortgage Rate Spike

16:00 – Institutional Mega-Bets

19:40 – Bank of America’s S&P 500 Short Call

24:36 – A Message from Africa

49:06 – Bitcoin Hits All-Time High

56:10 – OpenAI Acquires Jony Ive’s Company

1:03:00 – Is It Time for Tim Cook to Go?

1:09:30 – Apple’s Losing Streak & Tariff Threat

1:15:13 – AI Writing Code at Microsoft

1:20:00 – Insider Moves at AMD and Palantir

1:32:00 – Google’s New AI Advancements

...

In this insightful Market Mondays clip, Ian Dunlap, Troy Millings, and Rashad Bilal share essential advice for recent college graduates entering the real world. As graduation season is in full swing, many young adults are facing tough questions about finances, career direction, and how to get ahead despite an uncertain job market.

The conversation kicks off with Rashad congratulating his nephew on graduating f...

In this episode of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap tackle some of the most pressing topics in business, politics, and investing. They begin by discussing President Joe Biden’s health concerns and the implications of recent prostate cancer commentary. The conversation then shifts to Coinbase’s inclusion in the S&P 500 and its potential impact on Bitcoin and the broader crypto market. Security is...

In this insightful Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down two of the week’s biggest financial headlines that could shake up the markets: President Trump’s executive order to lower prescription drug prices and Amazon’s strategic acquisition of AMD shares.

First, the hosts dive deep into the possible long-term impacts of Trump’s new executive order aiming to slash prescripti...

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors...

In this episode of Market Mondays, we dive into the biggest stories shaping the markets and the future of finance. We break down Anduril’s role in AI defense, the latest moves in Palantir and CrowdStrike, and what the pause on China tariffs means for the global economy. Plus, we discuss Google’s battle with ChatGPT, Amazon’s stake in AMD, and a new Bitcoin commercial from Coinbase.

We also cover Warren Buffett’s latest views on ...

In this insightful clip from Market Mondays, hosts Rashad Bilal and Troy Millings sit down with Steve Quirk, a prominent leader from Robinhood, to dive deep into smart margin strategies, the evolving behavior of young retail investors, and the exciting future of AI in investing.

Steve delivers valuable advice for those considering investing with margin, urging a methodical and opportunistic approach. He shares...

In this insightful clip, Rashad Bilal, Troy Millings, and Ian Dunlap come together to reflect on the extraordinary legacy of Warren Buffett following the Berkshire Hathaway annual meeting. They dig deep into how Buffett revolutionized the world of investing, not only through his astonishing financial track record but through his unwavering commitment to principles, integrity, and long-term thinking.

The conver...

6:32 – Warren Buffett’s Legacy as He Steps Down as CEO of Berkshire Hathaway

14:20 – Key Takeaways from the Berkshire Hathaway Annual Meeting

19:00 – 5 Things Everyone Should Do When Starting to Master Personal Finance

39:00 – Thoughts on This Week’s Upcoming Earnings Reports

44:20 – 9-Day Stock Rally: Can It Continue?

57:00 – Bitcoin’s Recent Run-Up

1:03:00 – Steve Quirk, Robinhood’s Chief Brokerage Officer, Joins the Show

1:04:50 – How ...

In this insightful clip, Troy Millings, Rashad Bilal, and Ian Dunlap dive deep into whether the stock market hit its bottom on April 7th and what that could mean for investors moving forward. The conversation unpacks key market indicators, including the significance of the 200-day moving average and recent fund flows at the end of March and beginning of April.

Our hosts analyze the unpredictable impact of glob...

In this insightful clip, Rashad Bilal, Troy Millings, and Ian Dunlap break down Tesla’s recent, shocking earnings report—a staggering 71% drop in net income for Q1 2025. Despite falling vehicle deliveries, dipping automotive revenue, and mounting struggles in China, the U.S., and Europe, Tesla’s stock price went up. How does that make sense?

The hosts dig deep into the surprising market reaction, discussing th...

Tonight, we’re covering major moves in the stock market, breaking down Elon Musk’s shift back to Tesla, Google’s AI battles, Warren Buffett’s continued dominance, emotional discipline when investing, and new opportunities like Pokémon entering the crypto space.

If you’re serious about investing, entrepreneurship, and financial freedom, this conversation is a must-watch. We’re giving game on how to protect yourself financially, m...