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PODCAST

CB3 Financial

Charles Brown, III

Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)

business investing

All Episodes

5:52

WEEKLY UPDATE ~ Ep. 71 - The October Steamroller:...

CB3 Financial ·

2025/10/20

In this week’s episode of the CB3 Financial Weekly Podcast, we unpack the October market landscape — where early-month momentum gives way to fatigue, and investors seek refuge in safe havens. Despite worries about the U.S. government shutdown, small-cap bank credit stress, and delayed economic data, the S&P 500, Dow, and Nasdaq all managed to close the week in the green. Join us as we explore why resilience still defines Wall Street’s mood and what to watch ahead of Friday’s delayed CPI

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6:02

WEEKLY UPDATE ~ Ep. 70 - Flying Blind at Record...

CB3 Financial ·

2025/10/06

Wall Street charged into October with record highs across the Dow, S&P 500, and Russell 2000—despite a government shutdown that leaves investors without critical economic data. The NASDAQ slipped as Tesla and tech stocks lost momentum, but AI and semiconductors remain the bright spots, with Nvidia topping a staggering $4.5 trillion market cap.In this week’s CB3 Financial podcast, we unpack: Why markets shrugged off weak private jobs data and the shutdown The resilience of defensive plays

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7:37

WEEKLY UPDATE ~ Ep. 69 - September’s Surprise Rally...

CB3 Financial ·

2025/09/29

Markets defied history in September, closing the month with rare gains despite its reputation as the worst month of the year. But with new tariffs on pharmaceuticals, furniture, and heavy trucks, sector volatility is already stirring—and October, the most volatile month on record, is right around the corner.In this week’s CB3 Financial Weekly Podcast update, we break down: Why September’s bullish streak caught pundits off guard How inflation data and Fed signals are shaping investor

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36:35

CB3 Moves to Charles Schwab – What Clients Need to Know

CB3 Financial ·

2025/09/22

In this client update, we explain why CB3 is transitioning custody to Charles Schwab and what it means for you. After five months of due diligence across four major custodians, Schwab stood out for simple login consolidation, true householding, and 24/7 human support. You will get commission free stock and ETF trading, low cost options at 65 cents per contract, strong execution with frequent price improvement, and a polished mobile experience with Face ID, Apple Watch checks, and push notifications

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8:38

WEEKLY UPDATE ~ Ep. 68 - Markets at Record Highs, Fed...

CB3 Financial ·

2025/09/15

This week on the CB3 Financial Podcast, Portfolio Manager Charles Brown unpacks a volatile but historic stretch for Wall Street. Major indices surged to fresh highs before pulling back, while the “Magnificent Seven” tech giants crossed an unprecedented $20 trillion in market cap. Consumer sentiment plunged, inflation ticked up to 2.9%, and markets now price in a near-certain Fed rate cut. Charles examines Powell’s balancing act, sector rotations, and the seasonal September weakness that historically

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6:48

WEEKLY UPDATE ~ Ep. 67: Record Highs, Holiday...

CB3 Financial ·

2025/09/02

Markets soared to fresh all-time highs before stumbling into the holiday weekend. In this week’s CB3 Financial Update, Charles Brown breaks down the rally and reversal, explores why September is historically the toughest month for investors, and shares insights on tech stock volatility, gold’s recovery, and the Federal Reserve’s path on interest rates. From the S&P 500 crossing 6,500 to hints of rate cuts ahead, this episode unpacks the milestones and risks shaping the weeks to come.

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07:52

WEEKLY UPDATE ~ Ep. 66: Markets at Record Highs,...

CB3 Financial ·

2025/08/25

In this week’s CB3 Financial Weekly Update, Charles Brown unpacks an extraordinary week for U.S. equities. The Dow hit its first record close of 2025, powered by tech giants, AI, and broadening market momentum. We break down the forces behind the rally, from small-cap strength to megacap tech dominance.Beyond Wall Street, the Trump–Putin summit in Alaska captured global headlines, while Fed Chair Jerome Powell’s Jackson Hole speech ignited hopes of a September rate cut—potentially the first of

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06:39

WEEKLY UPDATE ~ Ep. 65: Markets in Flux - Dow Highs,...

CB3 Financial ·

2025/08/18

This week’s CB3 Financial Market Update unpacks a turbulent week for investors. The Dow flirted with record highs while tech and semiconductor stocks cooled off. Healthcare and small-cap stocks surged, fueled by strong earnings and Warren Buffett’s moves into UnitedHealth. Meanwhile, the historic Putin–Trump summit in Anchorage drew global attention but delivered little progress on Ukraine, leaving markets bracing for continued geopolitical uncertainty. With inflation steady, retail sales cautious,

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08:30

WEEKLY UPDATE ~ Ep. 64: Highs, Bills, and a $4T...

CB3 Financial ·

2025/08/12

The bulls are running, but how long can they keep the pace? This week, CB3LIVE unpacks three stories shaping August: the market’s streak of lifetime highs and whether momentum has room to run; the “Big Beautiful Bill” and its early ripple effects on paychecks, factories, and portfolios; and Nvidia’s $4T milestone — what concentrated tech leadership means for opportunity and risk. Plus, a quick look at small-cap strength, dividend resilience, and the signals that matter as 2Q25 earnings season kicks

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06:46

WEEKLY UPDATE ~ Ep. 63: Three days up and two ugly...

CB3 Financial ·

2025/08/04

U.S. stock indices powered to multiple all-time highs early last week, continuing the 2025 trend of record-breaking rallies.Thursday and Friday brought a reality check: stocks reversed on renewed economic worries, ending the week off those peaks. Looking ahead to the first week of August: another wave of second-quarter earnings arrives, with market-moving reports from tech, industrial, and healthcare giants. Join us as we the continuing Tariff-Tantrum induced Summer of 2025 in the Markets!

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05:45

WEEKLY UPDATE ~ Ep. 62: 2Q Earnings Bonanza ! Will...

CB3 Financial ·

2025/07/28

U.S. stock markets just notched multiple lifetime highs – S&P 500 and Nasdaq are leading the charge. Market momentum fueled by blockbuster earnings beats, especially in Big Tech and AI – Alphabet’s numbers left analysts cheering! Looking ahead: It’s not just busy – it’s the BIGGEST week of 2Q25 corporate earnings. Apple, Meta, Amazon, and more are all stepping up to the plate. Join us as we revel in the CONTINUING Sizzlin' Summer of 2025!

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07:06

WEEKLY UPDATE ~ Ep. 61: THE SIZZLIN' SUMMER Markets...

CB3 Financial ·

2025/07/21

The S&P 500 and Nasdaq closed out last week with multiple all-time highs, brushing off tariff headlines and economic worries.Investors cheered better-than-expected corporate earnings as big banks and consumer giants kicked off the Q2 reporting season. Tech stocks led the way, even as the Dow slipped on Friday—setting the stage for a busy week ahead with Big Tech earnings on deck. Join us as we revel in the Sizzlin' Summer of 2025!

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04:33

WEEKLY UPDATE ~ Ep. 60: THE SIZZLIN' SUMMER Markets!...

CB3 Financial ·

2025/07/14

The S&P 500 and NASDAQ continue to trade near yet more new all-time highs! On the schedule this week is the major bank earnings reports, as well as Nvidia's continued ascent as the world's largest publicly traded company. Join us as we review last week and look ahead to the key earnings reports!

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05:46

WEEKLY UPDATE ~ Ep. 59: Market Miracle or Madness?...

CB3 Financial ·

2025/07/07

What fireworks created got us to fresh new Lifetime Highs and what does it mean for July? And how is your Money in Motion affected? Listen Now!

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08:00

MONTHLY UPDATE ~ Ep. 58: THEY DID IT AGAIN! WOW. How...

CB3 Financial ·

2025/07/02

Well, they did it again. The S&P 500 and the NASDAQ both closed the week—and the quarter—at new all-time highs! And, here’s a development that can’t be ignored: Congress passed the so-called “Big Beautiful Bill”—a sweeping fiscal measure that injects over $900 billion into infrastructure, clean energy credits, and a slew of pro-growth tax incentives. Whether you think the bill is brilliant or bloated, the market clearly loves it. AND WE AT CB3 do, too. Let's talk about it -- join us!

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06:55

WEEKLY UPDATE: Bunker Bombs and Beating Earnings all...

CB3 Financial ·

2025/06/23

As you know, the United States dropped bunker‑buster bombs on three Iranian nuclear sites. President Trump called it a “spectacular military success,” The global stage just got hotter, and markets are paying attention. Will these acts hurt -- or actually HELP -- our portfolios!

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07:03

CB3 Weekly UPDATE ~ Ep. 56: Monday, June 16, 2025:...

CB3 Financial ·

2025/06/16

Last week started with considerable optimism. The S&P 500 breached the psychologically important 6,000 level for the first time since February 21st. And then Israel bombed Iran and set off a chain reaction with a stronger dollar, higher Crude Oil, and more market anxiety. But today, Monday the 16th, the markets are sharply higher. Let's look at what that both of these trading days mean for your

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08:45

CB3 MARKET UPDATE ~ Ep. 55: Monday, June 9, 2025:...

CB3 Financial ·

2025/06/10

What's an investor to do? What with geopolitical uncertainties, the world's richest and most powerful men now in an ugly break-up, the S&P 500 just inches from a new high, is this the time to buy OR to take the profits and run?? CB3 handles all this and more in his pithy -- and actionable -- style. It's another can't miss show!Any stocks or other assets discussed in this podcast are for informational purposes only and do not constitute a recommendation to buy or sell any security. Please

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06:25

CB3 MONTHLY UPDATE ~ Ep. 54: Monday, June 2, 2025: “A...

CB3 Financial ·

2025/06/02

What a month May turned out to be! After a rocky start to the year, Wall Street delivered its strongest monthly rally in a year and a half, with the S&P 500 posting its best May since 1990—a gain of more than 6%. The Dow Jones Industrials climbed 4%, and the Nasdaq soared, up 10% for the month, driven by a tech resurgence led by the artificial intelligence industry. Nvidia was the standout, jumping over 23% in May after a blockbuster earnings report and continued optimism around AI.

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08:45

CB3 MARKET UPDATE ~ Ep. 53: Tuesday, May 27, 2025:...

CB3 Financial ·

2025/05/28

Last week, global equity markets faced renewed volatility and a distinct shift in sentiment. U.S. stocks led the retreat, with the S&P 500 down 2.6%, the Dow Jones Industrial Average off 2.5%, and the Nasdaq falling 2.5%. Small- and mid-cap stocks fared even worse, reflecting broad-based risk aversion. Yet, the S&P 500 now sits just 5.6% below its all-time high set only three months ago. Are we going higher from here? Will you be on board if we do? Tune as Charles Brown, III, Portfolio

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