Gradient Investments @Gradient_Invest
Independent RIA / money manager focused on actively managed strategies, technology, and practice management solutions for the independent, fee-based advisor. gradientinvestments.com Minneapolis, MN Joined January 2013-
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Halfway through 2026 already. New highs, best small-cap start since 1991, earnings on fire, but inflation and oil are creeping back into the conversation. Keith, Tyler, and Lisa break down H1 and look ahead to H2 on this week's Pickers Market Podcast. youtube.com/watch?v=UQminP…
On @YahooFinance with @joshuahlipton, Associate PM Lisa Schreiber broke down Micron's blowout quarter and why she's still finding #AI exposure in under-the-radar names like $ROK, $CVX, and $CRH — "the picks and shovels, quite literally, of the AI trade." finance.yahoo.com/video/fed-like…
Back on @SchwabNetwork with @sam_vadas, Snr PM Tyler Ellegard said investors in $NVDA, $AVGO, and $QCOM should "stick to that thesis" through the #semiconductor rotation — and flagged $CVX, $CRH, and $ROK as broadening-out #AI infrastructure plays. schwabnetwork.com/video/avgo-nvd…
VIX spiking? Don't panic! Tyler, Keith, & Lisa get into why volatility can work in investors' favor, what's going on with the Mag 7 & where the hidden opportunities are right now. Ep. 111 is out: youtube.com/watch?v=Zo9Vbs… #VIX #MarketVolatility #Investing #FinancePodcast
The Pickers Market Podcast is live from Mexico 🌴 This week: the story behind Gradient's Gorilla mascot, SpaceX's historic IPO, the Iran-U.S. peace deal, and the latest market updates! 🎙️New episode out now: youtube.com/watch?v=jMxsyX… #FinancePodcast #SpaceX #MarketUpdate
New episode of the Pickers Market is live! 🎙️ Jobs report, CPI data, Apple's AI strategy & World Cup discourse We break it all down & what it means for your portfolio. 🎧 Listen now → youtube.com/watch?v=vKeXMn… #Investing #FederalReserve #AAPL #WWDC #Inflation #FinancePodcast
Google just raised $80B in equity for the first time in ~20 years. AI arms race getting expensive? 👀 Plus: SpaceX IPO mania is unlike anything we've seen. Tyler, Keith & Lisa break it all down on Pickers Market. 🎙️ #Investing #Google #SpaceX youtube.com/watch?v=1coAvc…
Debuting on @FINTECHTVglobal with @RemyBlaireNews, Associate PM Lisa Schreiber broke down why #inflation complicates the #Fed's rate path, flagged higher #energy prices straining consumers, and highlighted $PANW as an #AI tailwind in #cybersecurity. fintech.tv/emerging-marke…
Back on @NYSE TV with @Ash_TV, Associate PM Lisa Schreiber warned markets may be pricing in an early resolution to Middle East tensions — "that can bode for a very bad surprise" — and flagged a potential #Fed hike if #inflation doesn't ease. youtube.com/watch?v=LzatQ2…
"AI is really a tailwind for cybersecurity names." Lisa Schreiber of @Gradient_Invest tells @RemyBlaireNews rising AI threats are making companies like $PANW more essential, positioning it as a "one-stop shop" to play AI with some defensive cover.
NVIDIA crushed earnings. Stock still fell. Ep. 107 of Pickers Market breaks down why — plus the SEC's move to kill quarterly reporting and what it means for investors. New episode out now! youtube.com/watch?v=szf0iy…
High #oil prices aren't just an energy story. Senior PM Keith Gangl told @BrookeDiPalma on @YahooFinance that $WMT shoppers are "filling up less than 10 gallons" at the pump — a sign of just how stretched the lower-end #consumer has become. finance.yahoo.com/video/oil-pric…
On @YahooFinance with @BrookeDiPalma, Senior PM Keith Gangl explained why the #SP500 has stayed strong despite the Iran conflict: "Company #earnings just like $NVDA have been fantastic" — with 18% growth forecast for the year as a key tailwind. finance.yahoo.com/video/are-inve…
🎧 Pickers Market Episode 106 out now: Chips are 18% of the S&P 500. NVIDIA reports tonight. Is the semiconductor boom the mega-trend of our generation — or the most expensive one? youtube.com/watch?v=PZsp_O…
On @FoxBusiness with @LizClaman, Senior PM Keith Gangl shared how he's advising #investors through the #market noise and #volatility. "We focus on company earnings, and they're fantastic." He also discussed $AMZN and the #cybersecurity play for $PANW. foxbusiness.com/video/63959850…
TACO. NACHO. FOMO. Wall Street loves an acronym — but what do these actually mean for your investments? Tyler Ellegard & Lisa Schreiber break it all down in May's Investment Insight Series. 🎥 youtube.com/watch?v=eArQ8g… #Investing #Markets #TACO #FOMO #FinancialAdvice
Private credit is booming, but do you know the real risks? Ep. 105 of Pickers Market covers: ✔️ Defaults & rising rates ✔️ Liquidity traps & gating ✔️ AI disruption in private markets + a rapid-fire stock pick segment 📈 Watch now: youtube.com/watch?v=U82Gnk…
Pickers Market Ep. 103: Fed votes 8-4 to hold. Most dissents since 1992. MSFT, META, AMZN, GOOGL all report the same afternoon. Market loves one, punishes another. And nitrogen fertilizer is quietly surging—Hormuz disruptions are part of the reason why. youtube.com/watch?v=QWECKV…
Big news at Gradient Investments, we just crossed $9 billion in AUM 🎊 This milestone belongs to every advisor who's made us their partner. We're celebrating today and already looking forward to what we'll accomplish together next.
Everyone’s scared to buy at all-time highs. History says that’s probably a mistake. Ep. 102 of Pickers Market covers: ✔️ Is tech cheap again? ✔️ What valuation metrics actually matter ✔️ The case for buying new highs youtube.com/watch?v=lf_e_d… #TechStocks #AllTimeHighs #Earnings
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