Episodes

  • Charles’ Take: Staying Optimistic While Investing

    Charles’ Take: Staying Optimistic While Investing
    May 13 2026
    Charles is joined by Jim Worden, CIO of Wealth Consulting Group, to talk about why this "top-heavy" market still has room to run, the long-term potential of powering the AI boom, and why he’s sticking with Palantir and Adobe even when other investors are starting to doubt them. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 mins
  • Charles’ Take: AI Sentiment & The 40% Rule

    Charles’ Take: AI Sentiment & The 40% Rule
    May 6 2026
    Charles is joined by Mario Veneroso, partner at Kingsview Wealth Management, to discuss his "secret sauce" formula for identifying high-growth stocks, Amazon’s aggressive move into the global logistics market, and why Palantir remains a long-term play despite current negative sentiment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    5 mins
  • Charles’ Take: Why Defense Stocks are a Slam Dunk

    Charles’ Take: Why Defense Stocks are a Slam Dunk
    May 5 2026
    Charles discusses the rebound potential in defense and healthcare stocks while highlighting long-term contrarian value. He is joined by Kiana Danial, CEO of Invest Diva, to explore shifting market dynamics including the replenishment of missile stockpiles, the appeal of dividend-paying stocks, and the role of Bitcoin as financial insurance. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 mins
  • Charles’ Take: Gearing Up for Blockbuster IPOS

    Charles’ Take: Gearing Up for Blockbuster IPOS
    Apr 28 2026
    Charles is joined by Brendan Ahern, Chief Investment Officer at KraneShares, to discuss the massive revenue efficiency of private AI firms like Anthropic and OpenAI, Micron’s explosive growth as a key player in AI infrastructure, and a potential geopolitical breakthrough regarding Iran reopening the Strait of Hormuz. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 mins
  • Charles’ Take: AI Vulnerabilities & the Future of Cyber Investing

    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 mins
  • Charles’ Take: Bulls, Bear Traps, and the AI Gold Mine

    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 mins
  • Charles’ Take: Market Resilience Amid the Iran Conflict

    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 mins
  • Charles Take: Betting on AI Fiber and Fungi

    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 mins