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.