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Schwab Network

Schwab Network
Artificial Intelligence
NVIDIA
Oil
Microsoft
Charles Schwab
Federal Reserve
Netflix
Micron Technology
Technical Analysis
Oil Prices
S&P 500
Inflation
Apple Inc.
Meta Platforms
Bitcoin
Intel
Crowdstrike
AFRM
Earnings Report
Fedex

Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any juris... more

PublishesDailyEpisodes9998Founded6 years ago
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Artwork for Schwab Network

Latest Episodes

Sam Vadas says consumer sentiment is at all time low and it's raising concern amongst the younger population for housing security. She also discusses Kevin Warsh sworn in as the new Fed Chair.

Reid L'anson breaks down how the war in Iran is impacting the energy market. He says coming into the year thinking we'd be short on oil helped coming into geopolitical conflict, but every day the strait of Hormuz stays closed we lose profit. He also ... more

Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to ... more

Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest asset isn't the physical rockets, but instead the data around them. Lisa also says Starlink might be important than the whole IPO itself and there's now full-scale reus... more

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People also subscribe to these shows.

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Recent Guests

Scott Lander
CIO of Horizon Investments
Horizon Investments
Episode: Scott Lander: "AI Matters More Than Oil on Market Impact"
Bryan Gildenberg
Managing Director, Retail Cities
Episode: The Consumer Squeeze: Ways WMT Earnings Show Retail Weakness
Ed O'Gorman
CEO and CIO of River Wealth Advisors
River Wealth Advisors
Episode: NVDA "Priced for Perfection" & "Continues to Deliver Perfection"
Kaitlyn Albertoli
CEO and co-founder of Buzz Solutions
Buzz Solutions
Episode: Buzz Solutions CEO on AI Growth, Energy Demand & Pressure on Utilities
Jay Mehta
Co-Founder and Chief Executive at Verraz Advisors
Verraz Advisors
Episode: Jay Mehta On NVDA Earnings, Rising Yields & Market Risks
David Miller
Portfolio Manager of the GOLY ETF and CIO at Catalyst Funds
Catalyst Funds
Episode: David Miller on GOLY, MPLY, NVDA, and Market Leaders
David Siemer
CEO of Wave Digital Assets
Wave Digital Assets
Episode: What Happened with COIN Earnings?
Eric Chen
CEO of Injective Labs
Injective Labs
Episode: What Happened with COIN Earnings?
John D'Agostino
Head of Strategy at Coinbase
Coinbase
Episode: COIN's Crypto Infrastructure & Stablecoin Adoption

Reviews

4.5 out of 5 stars from 77 ratings
  • Great snippets of analysis, ideal format.

    Podcast Addict
    5
    alpha
    8 months ago
  • Oliver

    Oliver on Gamma On is the worst. Even on the live broadcast. “Natty Gas! Pew pew pow pow.”

    Apple Podcasts
    1
    BlueCheesePuff
    Canada2 years ago
  • Who is being interviewed?

    Interesting guests. (Though as usual, way too much redundancy and “uhm..uhm…” and these waste the listener’s time.)

    In general, Russ may want to question more and pontificate less.

    Apple Podcasts
    4
    Dillondale626
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some episodes feel repetitive; listeners may benefit from tighter pacing.
Guests are well credentialed; the host asks strategic questions but could improve on follow-ups.
Expert insights are useful for crafting informed guest pitches and sponsorship angles.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals
Q: All right, Ryan, you hop on an elevator, someone recognizes you and they say, hey, all that I've been watching you, I hear your backdrop. Second half of the year, where's the best opportunities? Where do we position ourselves if everything you said comes true?
We expect the economy to perform reasonably well in the second half, with a continued tilt toward cyclicals, particularly moving leadership from tech to areas like financials and industrials, while momentum-oriented equities and diversified asset classes can provide ballast in a higher-yield, higher-inflation environment.
Sundaram: WMT Guidance Underwhelms, High Margins Show Promise
Q: Why stay conservative when investors wanted a higher guidance?
Management has historically raised guidance in Q1 when conditions permit; the cautious stance reflects ongoing macro risks like gas prices and consumer sentiment, plus potential near-term headwinds that could affect the rest of the year.
Sundaram: WMT Guidance Underwhelms, High Margins Show Promise
Q: Do you think the conservative guidance will be beat later?
Yes, the previous Q4 update already suggested conservatism, so there is a reasonable expectation that Walmart could beat its full-year guidance if the quarter proves resilient, though the macro headwinds keep the bar challenging.
Scott Lander: "AI Matters More Than Oil on Market Impact"
Q: What is horizon's strategic tilt for the next few years?
Increase exposure to mega-cap tech in the US, while using Latin America and Asia for complementary exposure that could benefit from commodity-linked dynamics if energy costs stay elevated.
Scott Lander: "AI Matters More Than Oil on Market Impact"
Q: What should investors do given the higher-for-longer interest rate environment?
Be mindful that higher rates can weigh on equity multiples, and position portfolios to lean into mega-cap growth tied to AI while selectively adding international exposure to diversify and capture broader growth themes.

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Frequently Asked Questions About Schwab Network

What is Schwab Network about and what kind of topics does it cover?

The show concentrates on macroFIN and energy themes with a strong tilt toward oil geopolitics, market dynamics, and investment strategy. Episodes frequently explore how Middle East tensions, oil supply flows, and policy signals shape equities, commodities, and the broader investment landscape, often featuring guests who are portfolio managers, strategists, and researchers. A notable angle is the integration of space economy and labor-market perspectives into traditional finance discussions, making it useful for listeners who want practical takeaways on risk, diversification, and nuanced macro outlooks. The format tends to pair expert viewpoints with actionable ideas for portfolio positioning amid volatility and regime shifts, which can be p... more

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Which podcasts are similar to Schwab Network?

These podcasts share a similar audience with Schwab Network:

1. Schwab Market Update Audio
2. On Investing
3. Barron's Live
4. Investing Insights
5. Stock Market Today With IBD

How many episodes of Schwab Network are there?

Schwab Network launched 6 years ago and published 9998 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Schwab Network?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Schwab Network?

Recent guests on Schwab Network include:

1. Scott Lander
2. Bryan Gildenberg
3. Ed O'Gorman
4. Kaitlyn Albertoli
5. Jay Mehta
6. David Miller
7. David Siemer
8. Eric Chen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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