Episodi

  • Alternatives Investing Explained | Private Markets, Portfolio Diversification & Risks

    Alternatives Investing Explained | Private Markets, Portfolio Diversification & Risks
    Jan 24 2026
    In this episode, we break down alternatives investing, including private markets, and highlight Gradient Investments new Private Wealth Series. We explain why Gradient introduced this offering, how it expands access to alternative strategies, and what makes it different from other options available today. You’ll hear what problems alternatives are designed to solve, how they can complement traditional stocks and bonds, and the key benefits and risks investors should understand — including diversification, correlation, liquidity, valuation, and suitability. We close out the episode with some real-world extremes: -25° in Minnesota. Even for Minnesotans — is this officially too cold?
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  • Markets in Year Four: Hearing the Rhyme, Not the Repeat — Earnings Season, January Effect & Market History

    Markets in Year Four: Hearing the Rhyme, Not the Repeat — Earnings Season, January Effect & Market History
    Jan 17 2026
    In this episode, we explore what history suggests about year-four market performance, how past multi-year rallies have typically unfolded, and why historical context still matters—even when the future never looks exactly the same. We also examine Wall Street’s modest return expectations for 2026, revisit seasonal market myths like “as January goes, so goes the year,” and discuss what early earnings reports may be signaling about market breadth and leadership. Plus, we lighten things up with the team’s New Year’s resolutions (or lack thereof) and take a reality check on why most resolutions fail—and when “Quitters Day” usually arrives. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for thoughtful market insights, perspective and a little fun along the way.
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  • Episode 87 Can Markets Survive a Fourth Act? 2026 Risks, Rotations & What No One’s Watching

    Episode 87 Can Markets Survive a Fourth Act? 2026 Risks, Rotations & What No One’s Watching
    Jan 10 2026
    After three consecutive strong market years—2023 (+26%), 2024 (+24%), and 2025 (+17%)—investors are asking the uncomfortable question: can markets really keep going? In this episode, we revisit the turbulence of 2025 month by month and explore what it may be signaling for 2026. From fragile consensus beliefs and crowded positioning to AI bubble fears, policy uncertainty, and geopolitical flashpoints, we examine where markets may be most vulnerable—and where opportunity could present itself. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for markets, insights, and a little stock picking fun.
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  • Episode 86 Santa's Gift Bag - 2025 Biggest Market Surprises & Investor Lessons Learned

    Episode 86 Santa's Gift Bag - 2025 Biggest Market Surprises & Investor Lessons Learned
    Dec 20 2025
    In this holiday special, we break down the biggest market surprises, key investing lessons, and what clients are asking as we head into 2026 - then switch things up with a festive chat, sharing our holiday plans, family traditions and favorite foods. Join Keith Gangl, Kyle Bergacker, Lisa Schreiber and special guest Mike Binger for the Pickers Market Holiday Special! This is our final episode of 2025 — but don’t worry, the Pickers Market Podcast will be back the first week of 2026. Until then, leave us a like, share your thoughts in the comments, and subscribe for weekly market insights.
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  • Fed Policy, Market Risks, and Life in a Minnesota Winter

    Fed Policy, Market Risks, and Life in a Minnesota Winter
    Dec 13 2025
    This week, we break down the upcoming Federal Reserve decision as markets price in a 90% chance of a 25 bps cut. We cover what’s already priced in, what could still surprise investors and what matters for the markets. We round things out with a bit of Minnesota winter talk — the cold, the snow, and the everyday quirks that come with living through a season that tests even the toughest Midwesteners!
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  • The GLP-1 Gold Rush Explained & Tyler’s Back!

    The GLP-1 Gold Rush Explained & Tyler’s Back!
    Dec 6 2025
    Tyler Ellegard is the President of Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. All matters discussed during the show are for informational purposes only. Each individual situation will vary, and the opinions expressed here may not apply to everyone. All ideas and information should be discussed with a qualified financial professional prior to implementation. No ideas or information presented in this show should be considered financial, tax, legal, or accounting advice. The opinions expressed by Tyler Ellegard are solely his own opinion and do not reflect the opinion of Gradient Advisors, LLC. Some of the securities or investment products discussed on this podcast may be held by Tyler Ellegard in his own accounts.
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  • Thanksgiving Special: Turkey, Pie… and a Market Rally?

    Thanksgiving Special: Turkey, Pie… and a Market Rally?
    Nov 29 2025
    Welcome back to Picker’s Market! In the spirit of Thanksgiving week, we’re running lighter volumes today… but only because Kyle brought a pie and we’re all in a food coma already. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a festive Thanksgiving-week edition of the Picker’s Market — complete with market myths, holiday consumer spending insights, and a finance-flavored dinner table showdown.
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  • Big Tech’s Big Test: NVDA Earnings + A Fed on the Fence

    Big Tech’s Big Test: NVDA Earnings + A Fed on the Fence
    Nov 22 2025
    Nvidia steps into the spotlight as investors brace for another massive earnings report — with expectations of $1.25 EPS and $55B in revenue. We break down what matters most: growth, capex cycles, and whether the AI demand story has more room to run. Plus, the Fed enters the chat with rate-cut odds now looking like a true coin flip. What does it all mean for markets? Keith Gangl, Kyle Bergacker, and Lisa Schreiber unpack it all in episode 82 of the Picker’s Market Podcast.
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