Let's Talk Money! with Joseph Hogue, CFA

In this market update, Joseph Hogar breaks down why he’s re‑entering Salesforce (CRM) and targeting Super Micro Computer (SMCI), comparing enterprise‑software valuations, growth adjustments, and the AI‑driven risks and opportunities that keep these stocks attractive despite recent sell‑side warnings. He argues that SMCI’s rapid 65% revenue growth, expanding market share in AI servers, and a potential 84% upside (to around $55) make it a deep‑value play, while also recommending a balanced exposure to Salesforce and Snowflake for diversified exposure to the sector.

In this episode Joseph Hog decodes what he says are clear signals of a $15 trillion stimulus tied to Trump’s agenda—retroactive tax‑refund rules, a planned $200 billion purchase of mortgage bonds, and direct government stakes in companies—that could supercharge the 2026 stock market, especially as a new Fed chair is anticipated to pursue lower rates. He then outlines five high‑growth themes (cybersecurity, AI, rare‑earths, energy and financials), points to the leading ETFs and individual stocks he’s buying, and previews upcoming CPI/PPI data and earnings that could drive the rally.

In this video Joseph Hul breaks down how the Biden‑era dietary guideline overhaul—doubling protein recommendations and slashing permissible sugar to 10 g—creates clear winners for meat producers such as Tyson Foods (TSN) and Hormel (HRL) while penalizing processed‑food giants like Kraft Heinz (KHC), PepsiCo (PEP) and Coca‑Cola (KO), and he also explains why the recent Venezuelan oil‑field news is unlikely to lift crude prices but may briefly boost oil‑service firms like Halliburton (HAL), Schlumberger (SLB) and Baker Hughes (BKR). He then shifts to Trump’s latest housing‑affordability tweet targeting institutional buyers, the push for a massive defense‑budget increase, and his fluctuating stance on stock buybacks, offering concrete buy‑the‑dip ideas on defense names (RTX, LMT, NOC) and real‑estate players (Invitation Homes, American Homes 4 Rent) while inviting viewers to join his free weekly Bow Tie newsletter for deeper market analysis.

In this video, Joseph Hog breaks down five carefully chosen ETFs—a real‑estate REIT fund, an all‑tech IGM fund, target‑date retirement blends, high‑yield income ETFs, and a blockchain‑technology ETF—to illustrate how to build a diversified, inflation‑protected portfolio for 2026. He then explains the key metrics for picking the best fund and unveils the one ETF he believes will deliver the strongest returns in the coming year.

.In this weekly market update, Joseph Hog argues that Ethereum—accessed through the ETHA and Grayscale Ethereum mini‑trust ETFs—is the one stock‑like asset to buy in 2026, citing the massive shift toward tokenization of real‑world assets and the resulting demand for ETH gas fees. He also reviews his top holdings, demonstrates how to use covered‑call options on the ETFs to boost returns and reduce risk, and offers a limited‑time discount on his comprehensive options‑training course.

In this video, discover how the robotics industry is set to explode, with projections suggesting it could generate a staggering $5 trillion annually. Join us as we unveil seven key stocks to consider for investment, backed by insights from a comprehensive Morgan Stanley report detailing the future of humanoid robotics and its economic implications.

In this insightful stock market update, Joseph Hog discusses an anticipated surge in market volatility in 2026 and the unique buy-the-dip opportunities it may present. He outlines key sectors poised for growth, highlights significant stock picks, and shares strategies for navigating the evolving landscape as potential catalysts—including midterm elections and shifts in Federal Reserve leadership—loom on the horizon.

In this holiday video, Joseph Hog offers crucial tax-saving strategies for your investment portfolio ahead of the 2026 tax season, emphasizing the importance of understanding your capital gains and utilizing losses to offset potential tax bills. He also discusses the significance of keeping cash investments to a minimum and suggests diverse strategies for allocating liquid assets into safer options like bonds and various stock sectors.

In this video, Joseph Hog shares his top five stock picks for January 2026, emphasizing a strategic shift from growth stocks to companies with strong fundamentals and cash flow. He highlights Walmart, GE Vernova, Amazon, Salesforce, and the iShares Ethereum Trust as key investments poised to thrive in a changing market landscape.

In this video, Joseph Hog shares his top seven stock picks to buy before the anticipated market shifts in 2026, highlighting the impacts of midterm elections, Fed policy changes, and a fluctuating labor market. He discusses key themes, including AI, tokenization, and cybersecurity, while emphasizing the importance of strategic investing in light of evolving economic conditions.

In this video, Joseph Hog reveals five undervalued stocks in the artificial intelligence sector that have significant potential for growth, despite the prevailing market challenges in the US. He emphasizes the shifting landscape of AI investments, particularly in China, and shares insights on how these stocks can diversify and enhance your investment portfolio.

In this video, Joseph Hog reveals ten explosive stocks that have seen remarkable gains, driven by government investments in critical sectors like rare earths and semiconductors. He discusses how these stocks, previously overlooked, may soon become hot commodities as government deals materialize, offering investors a potential last chance to capitalize on significant growth opportunities.

In this video, Joseph Hog shares his insights on the recent dip in AI stocks and identifies five key stocks he is purchasing amidst the market downturn, presenting them as long-term investment opportunities. He discusses the underlying issues affecting companies like Oracle and Broadcom while offering an optimistic outlook on the potential for recovery in the stock market.

In this video, Joseph Hog reveals a compelling investment strategy for cryptocurrency enthusiasts, highlighting a specific stock priced at just 87 cents that he believes could soar in value as tokenization reshapes the financial landscape. He also discusses the significant potential returns from upcoming trends in cryptocurrencies like Ethereum and Bitcoin, along with an accessible options strategy to leverage investments effectively.

In this video, Joseph Hog analyzes Nvidia's explosive growth in the AI chip market, exploring both its impressive revenue surge and the emerging threats it faces from competitors creating specialized chips. He also discusses ten key stocks to watch in the evolving landscape of semiconductor technology, emphasizing the importance of understanding these dynamics for potential future investments.

In this video, Joseph Hog discusses three undervalued tech stocks to buy now, highlighting Service Now, Autodesk, and Salesforce, all of which have significant upside potential despite fears surrounding AI displacing enterprise software. He emphasizes that these companies are not being replaced by AI but are instead enhancing their services, making them essential in the evolving tech landscape.

In this video, the host reveals three new stocks to buy before 2026 and identifies three stocks to sell, emphasizing the importance of making strategic investment decisions amid market fluctuations. Key highlights include a detailed analysis of the growth potential for Toast Inc. and the reasoning behind parting ways with Trade Desk, highlighting the need for investors to remain adaptable and proactive in their portfolios.

In this video, Joseph Hog discusses a unique investment opportunity for 2026 amidst recent stock market fluctuations and AI bubble fears. He analyzes key warning signs from short sellers, outlines why the market is not set for an immediate crash, and shares his top seven stock picks capitalizing on the ongoing AI bull market.

In this video, stock market analyst Joseph Hogi reveals Wall Street's top 10 tech stocks to buy for 2026, highlighting key players like Nvidia, Tesla, and Palantir, while discussing market trends and expectations for the upcoming year. Viewers can also gain insights into the latest updates on CrowdStrike Holdings, Nvidia, and the overall stock market outlook.

In this video, Joseph Hog shares his top five stock picks for December, emphasizing the current market selloff as a prime buying opportunity. He highlights the growing significance of cybersecurity and blockchain technology, detailing why he believes these sectors and specific companies like Symbotic and Super Microcomput will see substantial growth amidst the ongoing market trends.

In this video, Joseph Hog discusses a significant market dislocation that presents an unprecedented investment opportunity, particularly in the silver market, due to a historical imbalance in the gold to silver ratio. He outlines strategies for capitalizing on this mispricing, including stock recommendations and options trading techniques designed to maximize returns while minimizing risk during this volatile market period.

In this video, Joseph Hog shares his analysis on the current stock market trends and identifies five key stocks to buy before the Fed's crucial December 10th meeting, anticipating a surprise rate cut that could boost the market. He also discusses the underlying factors driving the recent sell-off, emphasizing the importance of staying ahead of the evolving AI landscape and investment opportunities.

In this video, Joseph Hog highlights a significant buying opportunity in a stock that leverages cryptocurrency, particularly through companies focused on holding digital assets like Bitcoin and Ethereum. He outlines three investment strategies for taking advantage of the crypto market downturn, detailing how one stock stands out as a potential "steal of a lifetime."

In this video, Joseph Hog reveals the top five stocks poised to benefit from the impending energy crisis linked to the AI data center boom. Highlighting the urgent demand for electrical infrastructure, he explains how these stocks present significant investment opportunities as the world shifts towards sustainable and reliable energy sources.

In this week's stock market update, Joseph Hog shares seven stocks he’s purchasing amidst a significant market correction, arguing that this downturn represents a prime buying opportunity rather than a full crash. He analyzes key companies like Nvidia and Super Microcomputing while discussing broader economic indicators and the resilience of tech stocks, particularly in the AI sector.

In this video, Joseph Hog explains the concept of passive investing, a strategy that allows your money to grow with minimal effort while still participating in the stock market. He discusses how passive investing can outperform many Wall Street professionals, reduce stress, and still allow for stock picking, making it an effective approach for building long-term wealth.