MoneyMasters Podcast 🎙️ 10/2/25: The Hidden Side of the Stock Market's Hot Streak

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.

They discuss whether the strong momentum can continue and explore key market drivers, including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.

Tony also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.

Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape.

Reminder: Tony and Scott will be speaking at the 2025 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 1-3 at the Ritz-Carlton Sarasota. Click here to register.

Available NOW: The Replay of Our Stock Market Livestream with 5 Top Experts!

The US government just shut down. But the stock market keeps hitting new highs, while gold and silver just notched their best quarterly performance EVER. What’s driving the market action?

In this hard-hitting, comprehensive, and actionable Stock Market Livestream hosted in conjunction with Wolf Financial, top MoneyShow expert contributors share their insights and recommendations. See what Anas Alhajji of Energy Outlook Advisors says about oil and LNG demand and supply trends…which sectors Jason Bodner of MoneyFlows sees “Big Money” flocking to…and which off-the-radar global markets look the most promising to Jonathan Hoenig of Capitalistpig Hedge Fund.

Plus, get keen insights on precious metals and FX market trends from Peter Schiff of Euro Pacific Asset Management – and cutting-edge trading insights and tips from Fausto Pugliese of Cyber Trading University. At a time where yield-maximizing ETFs are flooding the markets…and everything from 0DTE options trading and prediction market activity is booming…you will not want to miss out. Enjoy the replay HERE. 

FINAL Day for “Early Bird” Orlando Pricing — Lock in YOUR Deal Today!

This is it! Your FINAL day to qualify for “Early Bird” pricing on YOUR pass to the 2025 MoneyShow/TradersEXPO Orlando.

The Oct. 16-18 conference at the Omni Orlando Resort at ChampionsGate is your best opportunity to get timely, actionable guidance for your portfolio — and have a great time doing so! But if you wait until tomorrow, a Standard Pass will cost $50 more! Click the button below to beat the deadline.

• SPY and Jobs: What's Next for the Stock and Labor Markets
  👉️ TICKER: TLT, SPY
  The SPDR S&P 500 ETF (SPY) recently closed at 666. So, what does that mean? Meanwhile, we’re getting confirmation of the recent weakness in the official payroll numbers, writes Ed Yardeni, editor of Yardeni QuickTakes.

• XAR: A Fund for Capitalizing on the Defense Drone Revolution
  👉️ TICKER: XAR
  The drone revolution can add some healthy buzz to your portfolio. While commercial drones are delivering on their promised potential, global defense budgets are surging, and Washington is shoveling billions into unmanned systems. Buying the SPDR S&P Aerospace & Defense ETF (XAR) is one way to capitalize, observes Sean Brodrick, editor at Weiss Ratings Daily.

☀️📈 Get year-end picks and strategies at the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18). Register HERE today!