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Understanding ETF Taxes: Insights from LionShares CEO Sofia Massie

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Understanding ETF Taxes: Insights from LionShares CEO Sofia Massie

In this episode, we dive into the complexities of taxes for investors as we approach the 2025 tax deadline. With major equity averages experiencing double-digit gains, understanding the tax implications of ETF dividends is crucial. Sofia Massie, founder and CEO of LionShares joins Remy Blaire to discuss the novel ETF strategy designed to provide tax-efficient exposure to the total U.S. stock market.

Sofia explains that many investors are unaware that ETFs can pay dividends, which may be taxed at various levels, potentially impacting their after-tax returns significantly. LionShares has developed a unique approach that allows investors to keep returns within the fund, aiming to eliminate taxable events for investors. This proactive strategy encourages investors to consider tax implications before making investment decisions, rather than reacting when tax season arrives.

We also discuss the advantages of compounding returns within the fund versus paying out dividends, highlighting how taxes can erode investment performance over time. Sofia believes that this innovative ETF strategy, represented by their ticker TOT, has the potential to gain popularity and could even lead to the creation of similar products tracking other asset classes.

The Evolution of Hagerty: Building a Global Ecosystem for Car Enthusiasts

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The Evolution of Hagerty: Building a Global Ecosystem for Car Enthusiasts

On this episode Hagerty CEO McKeel Hagerty, shared the evolution of the family business since its 1984 launch. Originally focused on insuring wooden boats, the company has grown into a full ecosystem for enthusiast vehicles, covering insurance, membership through the Hagerty Drivers Club, and an auction platform for buying and selling collectible cars. The U.S. collector car market alone boasts over 35 million vehicles, with values steadily appreciating over time. Classic car collectors are typically mid-career, with discretionary income, and these vehicles are often purchased for enjoyment rather than daily transport.

Hagerty’s 2026 Bull Market List highlights 11 standout vehicles across categories, including high-performance icons like the Porsche Carrera GT, driver favorites like the Mazda Miata and BMW M5, and notable modern classics such as the Corvette C6 Z06. The list also reflects a growing trend in collectible trucks and SUVs, including a Chevrolet high-performance pickup and a Dodge Ram Charger. Additionally, vintage classics like the Continental Mark II cater to the next generation of collectors, bridging past and present automotive enthusiasm. McKeel Hagerty emphasizes that the collector car market continues to grow, with the next generation showing strong interest, making this a thrilling time for automotive enthusiasts.

AI Market Shock: Why Investors Are Suddenly Rethinking the Trade

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AI Market Shock: Why Investors Are Suddenly Rethinking the Trade

Phil Rosen, co-founder of Opening Bell Daily and host of Full Signal, joins the program to break down the recent volatility shaking AI-driven markets. He explains how a provocative hypothetical report from Citrini Research rattled investors by imagining a future where artificial intelligence becomes so powerful it disrupts jobs, growth, and valuations triggering billions in market-cap losses before a swift rebound. Rosen says the reaction highlights just how sensitive markets are to shifts in the AI narrative, comparing the moment to last year’s shockwaves tied to DeepSeek. He argues that while AI could reduce hiring in some sectors through productivity gains, history suggests new industries and roles will emerge over time. Still, he cautions that valuations remain “on a knife’s edge,” noting that sentiment can swing dramatically even from a single post on Substack and that volatility is likely to persist, especially with major catalysts ahead such as earnings from Nvidia, which he says could set the tone for markets in the weeks to come.

How to Trade the 2026 Volatility: RDS Wealth’s CEO Playbook

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How to Trade the 2026 Volatility: RDS Wealth’s CEO Playbook

RDS Wealth founder and CEO Dale Smothers joins the show to break down the latest market rally, explaining why he believes the recent rebound could continue following upcoming earnings from Nvidia. He argues that recent selling in software stocks appears to be an overreaction, noting that emerging AI players like Anthropic are more likely to partner with existing tech leaders than replace them. Smothers maintains that the broader bull market thesis remains intact and expects the S&P 500 to finish the year higher, though he cautions investors to prepare for significant volatility, especially around the midterm election cycle. He also discusses policy risks, including tariff uncertainty tied to actions from Donald Trump and legal challenges involving the Supreme Court of the United States, which could either pressure markets or create a tailwind if companies receive refunds on previously collected tariffs. From a strategy perspective, Smothers says his firm favors equal-weight exposure across the market while selectively buying dips in major tech names such as Amazon and Microsoft, while closely watching commentary from Jensen Huang as a key signal for near-term market direction.

Bigger, Smarter, Faster: The New Era of Healthcare Education

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Bigger, Smarter, Faster: The New Era of Healthcare Education

Broadcasting from the New York Stock Exchange, CEO Steve Beard joins the show to discuss his company’s recent rebrand, new ticker symbol, and ambitious growth strategy unveiled during its investor day. He outlines plans to expand enrollment from 94,000 to 120,000 students over the next three years to help address the nationwide healthcare workforce shortage, while also strengthening direct pipelines between graduates and employers. Beard explains that partnerships with leading technology players such as Google, Hippocratic AI, and GE Healthcare are designed to ensure graduates are fully prepared for an AI-enabled healthcare system. Headquartered in Chicago, the company positions itself as the largest healthcare educator in the United States, producing a significant share of the nation’s nurses and veterinarians, and aims to drive long-term profitability through program expansion, increased enrolment, and deeper employer partnerships that could reshape healthcare talent pipelines.

Understanding the Impact of AI and Tariffs on the Market Landscape

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Understanding the Impact of AI and Tariffs on the Market Landscape

Eric Criscuolo, a Market Strategist at the New York Stock Exchange joins Remy Blaire to discuss the ongoing concerns surrounding artificial intelligence (AI) and trade that are impacting various sectors, particularly software companies.

Eric highlights how fears of AI disruption are spreading across multiple industries, leading to potential layoffs and increased unemployment rates, which could further affect private credit markets. We discuss the uncertainty surrounding the recent announcement of increased global tariffs by President Donald Trump, which adds another layer of complexity to the market landscape.

As we look ahead, we note the importance of upcoming earnings reports from major companies like Nvidia, Salesforce, and HP. Expectations are high for Nvidia, and how these earnings play out could influence market sentiment moving forward.

We also touch on key technical levels for the S&P 500, noting that it is currently bouncing between the 50 and 100-day moving averages. Eric points out the significance of the 10-year Treasury yield, which has dropped to around 4%, potentially impacting the mortgage market and home buying.

The Rise of Small Caps: Earnings, Fed Easing, and Economic Growth

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The Rise of Small Caps: Earnings, Fed Easing, and Economic Growth

Tim Urbanowicz, the Chief Investment Strategist for Innovator Capital Management, joins Remy Blaire to provide valuable insights into the ongoing market rotation and the significance of small caps in 2026. We delve into the current state of the U.S. stock market, with a particular focus on small caps and the impact of AI on various sectors.

Tim emphasizes that the S&P 600 SmallCap index is a key area to watch, especially given the strong earnings growth that small caps are experiencing compared to large caps. He highlights that this earnings momentum, combined with favorable economic conditions and recent Fed easing, creates a robust backdrop for small cap growth.

We also discuss the upcoming earnings report from Nvidia and the broader implications of big tech’s capital expenditures. Tim points out that while these companies are investing heavily, there is growing skepticism about the return on investment, which could lead to increased market volatility.

A significant portion of the conversation centers around the potential risks associated with AI disruption. Tim cautions that while AI presents opportunities for productivity and growth, it also poses challenges, particularly regarding labor market impacts and the potential obsolescence of certain industries.

Finally, we explore the rise of dual-directional ETFs, a new investment vehicle that allows investors to profit in both rising and falling markets. Tim explains how these ETFs are gaining traction among registered investment advisors as a way to manage risk and navigate the uncertain market landscape.

Is Bitcoin at the Bottom? Analyzing Market Trends and Technical Levels

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Is Bitcoin at the Bottom? Analyzing Market Trends and Technical Levels

In this episode, we dive into the current state of Bitcoin, which is trading near the lower bounds of its recent range amid renewed anxiety over corporate profits and uncertainty surrounding U.S. tariffs. We discuss how Bitcoin’s recent slide has erased all gains since the November 2024 election, with over $2 trillion in market value lost since its peak in October 2025. Notably, U.S. listed spot Bitcoin funds have experienced their fifth consecutive week of net outflows, totaling $3.8 billion, as investors pull back.

James Butterfill, Head of Research at CoinShares joins Remy Blaire to provide valuable insights into the factors contributing to the recent sell-off. He highlights a significant whale sell-off, with whales having sold around $30 billion worth of Bitcoin since October, driven by a belief in a four-year cycle that historically leads to price declines at this point. Additionally, we discuss the impact of a more hawkish Federal Reserve and geopolitical concerns, particularly regarding Iran, which have created a “perfect storm” for Bitcoin prices.

James also shares his thoughts on potential technical levels to watch, including the realized value around $55,000, and the implications of leverage liquidation in the market. We touch on the threat of quantum computers to Bitcoin’s cryptography, with James explaining that while some early wallets are vulnerable, there is time to address these issues through proposed solutions.

Bitcoin slips, Paypal takeover?, Stablecoin revenue,Crypto bank

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Bitcoin slips, Paypal takeover?, Stablecoin revenue,Crypto bank

Bitcoin slid below $63,000 overnight, extending its monthly losses to nearly 30% as weakening ETF inflows and fading institutional demand push the asset closer to a critical support zone near $60,000. Meanwhile, PayPal is reportedly drawing takeover interest after a sharp stock decline erased almost half its value, with banks and potential buyers exploring either a full acquisition or select assets, though talks remain preliminary. In Washington, Coinbase is lobbying lawmakers to protect a major revenue stream tied to stablecoins, which accounted for roughly 19% of its 2025 revenue through its partnership with Circle, issuer of USDC. That segment grew 48% last year but slowed toward year-end, raising fresh concerns. Elsewhere, Crypto.com has secured conditional approval for a U.S. National Trust Bank charter, paving the way to operate as a federally regulated institution offering services such as custody, staking, and trade settlement marking another step in the broader convergence between traditional finance and digital assets.

Future Trends in Indexing: From Equities to Private Markets

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Future Trends in Indexing: From Equities to Private Markets

As 2026 gets underway, Tim Edwards, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices, says one of the most important long-term market themes to watch is whether U.S. equity leadership broadens beyond the mega-cap giants that have dominated for the past decade. Early signs this year suggest a potential shift toward wider participation, with stronger relative performance from equal-weight benchmarks, mid-caps, and small-caps—an evolution that could reshape market dynamics if it continues. Speaking from the floor of the New York Stock Exchange, Edwards also highlighted the milestone 50-year anniversary of the first index fund created by Vanguard, pioneered by John C. Bogle, noting that indexing has transformed investing by dramatically lowering costs and expanding access, saving investors an estimated $52 billion annually compared to traditional active funds. Looking ahead, he says indexing is evolving beyond core benchmarks like the S&P 500, with innovation expanding into new frontiers including bonds, private markets, and digital assets, as firms explore ways to bring transparency, benchmarking, and scalable investment tools to sectors that have historically lacked them.

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