- MoneyShow's Top Pros' Top Picks
- Posts
- MoneyMasters Podcast 10/30/25
MoneyMasters Podcast 10/30/25
Mike Larson
October 30, 2025
Mike Larson | Editor-in-Chief
Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation? In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, chief US strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down.
From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).
He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test.
Reminder: Ed will be speaking at the 2025 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 1-3 at the Ritz-Carlton Sarasota. Click here to register.
S&P 500 6,890.59 (-0.0%) ↓ | VIX 16.62 (-1.77%) ↓ |
Dow Jones Industrial Average | Gold $3,981.60 per ounce (-0.48%) ↓ |
Nasdaq Composite 23,958.47 (+0.55%) ↑ | Oil $59.75 per barrel (-1.21%) ↓ |
From rising private-credit risk to the options-trading boom and AI-fueled rallies, this market keeps taking punches…and bouncing back. In this double-length MoneyShow MoneyMasters podcast episode — recorded live at the 2025 MoneyShow Orlando — David Keller and Steve Sosnick unpack what’s really driving price action now. They also explore narrowing leadership, breadth, and momentum deterioration, the rotation into defensives, and how retail “buy the dip” behavior shows up in options flows.
As Markets Hit New Highs, Learn How to Master Them in Sarasota!
The markets are hitting new highs thanks to a combination of strong earnings growth, a boom in AI spending, easing trade tensions, and more. But if you really want to learn how to master them for maximum profit – you should book YOUR TICKET to the 2025 MoneyShow Masters Symposium Sarasota!
The money experts you’ll learn from are second-to-none. The Dec. 1-3 program is exceptional. And the all-NEW venue, the Ritz-Carlton Sarasota, is world class!
Nokia Deal with Nvidia Drives Further AI-Stock Gains
👉️ TICKERS: NOK, SPX, NVDA
Shares of Nokia Corp. (NOK) soared by 23% this week after the telecom equipment provider announced a billion-dollar partnership with Artificial Intelligence (AI) giant Nvidia Corp. (NVDA). AI euphoria is once again causing the Magnificent Seven to outperform the Impressive-493, notes Ed Yardeni, editor of Yardeni QuickTakes.
Silver: No, the Bull Market is NOT Over!
👉️ TICKERS: SIL, SLV
Silver has now corrected by about 13% since recently peaking at $54. I realize that some of you are concerned. You may be asking yourselves if this the end of the silver bull market. I say definitely not, writes Peter Krauth, editor of Silver Stock Investor.
