Join leading commentator, speaker, and Charles Schwab & Co. chief investment strategist Liz Ann Sonders for an engaging discussion with MoneyShow chair and CEO Kim Githler. They will share their views on the state of the markets and economy today—and discuss how the environment is likely to evolve in 2025 and beyond. You won’t want to miss this educational and lively discussion featuring two of the most knowledgeable and experienced experts in finance and market education. 

Join Jim Bianco as he explores the outlook for the economy and bond market after the election. 

Join Stephanie Link as she discusses the secular themes and trends that are driving her equity portfolio decision-making process heading into 2025. 

Wouldn't it be great if you didn't have to guess about what to buy, when to buy, and when to sell? What if you could, somehow, see what the market was going to do BEFORE you put your money into the market? I will show you how to know, without a doubt, whether or not now (or any time) is the right time to get into the market, and ALWAYS know exactly how long the trend will last! And, as a bonus, I will show you how to double the value of your portfolio even in a bear market. No options. No guessing. Just two indexes. You literally cannot afford to miss this presentation. It could change the way you prosper and grow your portfolio for the rest of your life. 

The Federal Reserve is cutting interest rates, rather than raising them. The real estate market is finding its footing, rather than struggling as it has for the past year. Inflation is slowing, rather than accelerating as it did in 2022. All of that calls for new investment strategies—and our expert panelists will outline them for you in Sarasota. They will also give their top three plays for this new phase of the economic cycle. 

Join Jeff as he zeroes in on the post-election year trends and timely seasonal cycles as well as hot sector plays and his latest off-the-radar, undervalued stock picks. He’ll give you a full preview of the 2025 Stock Trader’s Almanac now in its 58th annual edition and give a sneak peek at his 2025 outlook where he expects his super boom forecast to ride the AI boom higher before succumbing to the next bear market later in 2025 or 2026. 

Join Tammy Marshall, aka the "Fibonacci Princess," as she shows you how to use Fibonacci ratios to boost your trading results. She’ll explain how they can be applied to both the price and time axes of the market to identify key support and resistance decisions, which in turn help control risk in your trading. These decisions can also be used for relatively low-risk, high-probability trade setups. Best of all, these areas of defined risk work when trading stocks, futures, options, bonds, Bitcoin, and commodities—giving you several ways to make 2025 your most profitable year yet. 

The 2024 presidential election is right around the corner. What is likely to happen? More importantly, how can investors build and maintain a well-balanced portfolio that will thrive in a post-election environment? Find out from Kenny which investments, strategies, and tactics can work best for you in Q4 and 2025. As he always says in his timely “Morning Thoughts” updates, staying focused and having a plan is the key to investing success.  

An interactive discussion on the history of real estate investment and how to navigate investing in the current economy. This discussion will be ripped from the headlines and include case studies. 

Investing is hard, especially in bear markets. Come join me to learn about Turner Capital’s solution to capitalizing on bull and bear markets by capitalizing on common sense market truths. 

Get the new year started off right by unlocking the potential of one of the most dynamic options trading strategies—Butterflies. Bruce will discuss their versatility and flexibility, as well as explain how they can be a great addition to your trading arsenal. Benefits include the ability to define your risk and create a great risk reward setup. Don’t miss out! 

Join Carley Garner to analyze the trending commodity markets and identify those markets ripe for trend reversals. She will discuss market volatility, market participant positioning, seasonality, and more as she offers multiple trading strategies and opportunities. Some topics on the docket include:

-Which commodity markets are moving, and how to participate

-Scale trading in commodities is no longer just for the well-capitalized, a review of micros and mini futures contracts

-Using the market’s money to finance commodity speculation How to hedge price risk using futures and options in stocks, bonds, energies, etc.

-Creative and high-probability speculation strategies in commodities 

The election is done and dusted. What are the investment implications (if any) for your portfolio? We will discuss how to build an all-weather portfolio no matter which way the political winds are blowing and explore sustainable investing ideas that can weather most any storm.  

Alejandra will discuss her outlook for the global economy and inflation in 2025, focusing on the world’s largest economies. In addition to identifying risks and opportunities, she will discuss the implications for asset classes. 

Join former FDIC chairman Bill Isaac and economist José Torres as they discuss the current lack of fiscal and monetary discipline, which is weighing on economic prospects. Bill is well known for working closely with former Federal Reserve Chairman Paul Volcker and President Ronald Reagan during the 1980s, when frequent bank failures, skyrocketing inflation, and high interest rates required challenging choices to place the nation on the right course. Bill and José will provide unique insights regarding the shortcomings of current banking and economic policies that may lead the economy to a painful future. 

Take a deep breath. 2025 promises major changes in tax and fiscal policy that will impact investors, businesses, and the US economy. Scott Hodge, author of the new book, Taxocracy: What You Don’t Know About Taxes and How They Rule Your Daily Life, will outline how to prepare for the new administration’s tax agenda. He will dissect the new president’s plans to deal with the pending expiration of the 2017 tax cuts, rising deficits, and American competitiveness while making the case that the true solution to these challenges is pro-growth tax reform. 

Join Stephen Moore for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.

Through his firm Great Hill Capital, LLC, Tom Hayes buys "high-quality businesses when they are temporarily out of favor."  He has been dubbed "Turnaround Tom" for his ability to find diamonds in the rough. Find out what he's looking at for the new year. 

The best time to buy small and mid-capitalization stocks will be in the last week of December, specifically right after Christmas. I am expecting small and mid-capitalization stocks to surge in the New Year as trading volume builds and a real "January effect" commences. Small and mid-capitalization stocks are looking forward to (1) more Fed rate cuts, (2) another round and positive earnings, and (3) the tax cuts (e.g., no taxes on tips) that were promised in the recent presidential campaign. It will be interesting if taxes on Social Security benefits are eliminated since that will help to boost consumer spending! 

José will take a deep dive into the economic policies of the president-elect, covering what their victory means for growth in the new administration. He will also assess the state of the US consumer, labor markets, inflation, risks within the banking system, real estate, the outlook for Federal Reserve policy, and more. 

The purpose of this presentation is to answer some of the main questions we’ve heard from prospective investors over the years about investing in real estate mortgage notes. We also wanted to point out some of the advantages of this unique asset class as a means of reaching targeted, consistent, and passive returns while diversifying your investment portfolio. 

Join John Carter, author of Mastering the Trade and founder of Simpler Trading, as he discusses the options setups that have proven to be the most consistent in current market conditions. In addition to discussing setups that often produce larger-than-expected market maker moves, John will review more conservative, income-type trades, how to benefit from ongoing inflation, and tips for building a watch list. Attendees will also learn the reasons why volatility can be your best friend, why options are the best trading vehicle on the planet right now, why down markets are better than up markets, and how to make successful trades on your phone while you are at work. Finally, John will review setups that can be taken the next trading day. 

The S&P 500 celebrated the second birthday of its bull market run on October 12th. Students of stock market history know full well that the third year of bull markets has traditionally tested investors’ tolerance and discipline. With this in mind, what kind of return and volatility lie ahead for investors in 2025? Sam Stovall, chief investment strategist at CFRA Research, will discuss how current conditions may confirm or alter the traditional post-election-year enthusiasm, as well as share CFRA’s sector, sub-industry, and stock selections. 

In the US, we have a new president. So…what will it mean for the future of YOUR money? Lynne Marlor—head of strategic partnerships, memberships, and financial services at Global Blockchain Business Council—will explore how your future will be transformed by digital identity, digital money, and digital objects (NFTs, real-world asset tokenization, etc.)    

You will also learn about the genesis of digital money and gain an understanding of how cryptocurrencies, stablecoins, deposit tokens, and ETPs/ETFs work. Specifically, you’ll walk away understanding how you will access these digital assets, how you will use them, and how they will impact your investing future. Finally, you’ll discover more about appropriate assets allocations in the space and how this transformative technology will change all of our financial futures.  

Join Jim Bianco as he explores the outlook for the economy and bond market after the election. 

In this course, you’ll discover the essential strategies, tools, and algorithmic trading systems that can transform anyone with an interest in the markets into a confident self-sufficient active investor in your spare time. Mish and the MarketGauge founders have simplified their decades of experience, including floor trading, hedge fund management, AI system development, and mentoring individual active investors, into a value-packed experience that will enable you to:

-Determine the primary market direction based on Risk On/Off analysis and indicators and put the wind at your back.

-Identify big, simple trend trades with Market Phase strategies.

-Anticipate major trend reversals with proprietary momentum indicators so you can enter and exit your trades before the crowd.

-Master the market’s rotation in sectors and leading stocks to identify new opportunities. 

-Apply active trading risk management strategies and tactics to protect your portfolio.

-Put part of your portfolio on “auto-pilot” with three algorithmic systems that do all of the above for you!

After this course, you’ll be equipped with new knowledge and access to exclusive tools and systems that give you a professional edge in building and protecting your wealth. 

If you've struggled trading "The Wheel," Dan will teach you a new options trading approach will help make it possible to finally break through that barrier to a lifetime of real wealth growth. See which stocks work best for The Wheel strategy and which you should be avoiding. Also discover the step-by-step blueprint for creating SMART Income. Finally, Dan will share his proprietary "Cycle/Recycle" system to overcome the mindset obstacles that have been holding you back from making income generation work for you.