Gradient Investments

“It's more of a buying opportunity at this point,” said @Ellegard40, Senior PM, on @SchwabNetwork with @sam_vadas, as he pointed to a potential rebound in #financials and highlighted $BAC ’s positioning amid #AI growth and recent pullback. schwabnetwork.com/video/bac-seco…

Debuting on @NYSE TV, Associate PM Lisa Schreiber joined @Ash_TV to discuss #markets amid Middle East tensions, noting the #Fed is likely on hold as #oil remains the key swing factor for inflation and rate expectations. youtube.com/watch?v=tZDKk8…

The Fed decision. AI is moving fast. Ep. 97 covers it all — rate decision, the Citrini Research report that rattled software investors, AI agents, healthcare liability & the workforce shift no one in finance can afford to ignore. 🎧 youtube.com/watch?v=zvRzji…

The Strait of Hormuz. U.S. refining capacity. Iran-U.S. tensions. All of it is moving oil markets right now & the stock market is watching long-term earnings, not short-term conflict noise. Near-term headwinds. Long-term opportunity. We break it all down: youtube.com/watch?v=b2PCm-…

Oil prices nearly hit $120 per barrel before a dramatic reversal. What’s driving the volatility — and what does it mean for inflation, consumers, and investors? We cover it all in Episode 96 🎧 Watch now: youtube.com/watch?v=Y9TKu4… #OilMarkets #Investing #Inflation #Energy

Investing can be rewarding, but it doesn't come without its challenges, especially when you consider how rapidly information changes. That’s why it’s important to stay informed. We help you keep up with Weekly Talking Points. Read here: gradientinvestments.com/about/weekly-t…

On @SchwabNetwork, Keith Gangl, Senior PM, focused on what matters most after #Nvidia’s #earnings: “The one thing we're watching is margins at 75%,” as #investors assess whether those #profitlevels are sustainable. schwabnetwork.com/video/analyzin…

PM Kyle Bergacker joined @DianeKingHall on @SchwabNetwork to discuss $TJX #earnings. “Strong operator, but it’s showing that K-shaped #economy coming full swing,” as higher-income shoppers hold up while lower-income #consumers feel pressure. schwabnetwork.com/video/tjx-earn…

The Supreme Court ruled on US tariffs & markets hardly blinked. What happens to the $170B collected? Does the effective tariff rate drop? Could tariffs return under new rules? We break down the ruling, inflation impact & portfolio implications. Watch now youtube.com/watch?v=zgflLE…

Associate PM Lisa Schreiber joined @DianeKingHall on @SchwabNetwork to preview $PANW earnings. She sees AI as a tailwind, not a disruptor: “It actually increases demand,” making cybersecurity spend more non-discretionary despite the software selloff. schwabnetwork.com/video/schreibe…

“This will not be adopted broadly, overnight,” said Associate PM Lisa Schreiber on @BNNBloomberg with @MerellaCTV, noting that #AI disruption fears may be overdone and recent #volatility could present selective opportunities in quality #tech names. bnnbloomberg.ca/video/shows/th…

🎙️Special Edition Podcast Brian Belski joins us to break down why small & mid-cap stocks may be entering a new leadership phase & the thinking behind Gradient’s SMID Cap Select portfolio. #SMIDCapSelect #SmallCaps #MidCaps #BrianBelski Watch now: youtube.com/watch?v=BaS4vx…

GI was excited to welcome @briangbelski of @Humilisinvest to the office today to market the new partnership between GI and Humilis👏 Stay tuned for a special edition Pickers Market Podcast with the Gradient Investments team to hear about the new portfolio!

Episode 91 | Markets, the Fed & Precious Metals: What’s next for investors Fed policy is back in focus with the announcement of a new Fed chair – but what does it mean for interest rates, the bond market, and your portfolio? youtube.com/watch?v=t29nDB…

Investing can be rewarding, but it doesn't come without its challenges, especially when you consider how rapidly information changes. That’s why it’s important to stay informed. We help you keep up with Weekly Talking Points. gradientinvestments.com/about/weekly-t…

“They are already seeing some returns from that huge AI investment,” said Investment Analyst Lisa Schreiber on @SchwabNetwork with @DianeKingHall, as #investors weigh if $META can sustain ad strength while justifying continued #capex. schwabnetwork.com/video/meta-s-s…

🎧New Podcast Episode Out Now! Beyond the Mag 7: Market Broadening, Earnings & 2026 Leaders “Broadening” might be the investment word of the year—and for good reason. In this episode, we dig into what’s driving expanding market breadth in early 2026. youtube.com/watch?v=LPjbIF…

On @YahooFinance, Senior PM Keith Gangl told @joshuahlipton that markets are looking past geopolitical noise. With tariff threats paused, investors are focused on fundamentals as earnings season begins: “We don’t like to invest by news flow.” finance.yahoo.com/video/geopolit…

🎊Official Press Release🎊 We’re proud to announce the launch of GI’s Private Wealth Series, expanding access to institutional-quality alternative investments for advisors and qualified investors. Read our article with Business Wire to learn more: businesswire.com/news/home/2026…

Episode 89 | Alternatives Investing Explained: Private Markets, Portfolio Diversification & Risks youtube.com/watch?v=WLJr7q…