Independent RIA / money manager focused on actively managed strategies, technology, and practice management solutions for the independent, fee-based advisor.

Minneapolis, MN
Based in United States
Midterms and markets: what’s the real story? Lisa Schreiber & Keith Gangl break it down in our October Investment Insight Series. Watch now: youtube.com/watch?v=EjGZSaP_…
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Episode 123 is live! 10-year Treasury at 5%. Time to worry, or time to pay attention? New Picker's Market Podcast — yields, oil, the Fed and earnings. Plus TJ's TV debut. 📺 youtube.com/watch?v=Zgeujo_5…
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Back on @NYSE TV with @Ash_TV, Associate PM Lisa Schreiber called $NVDA's latest results "a blowout earnings report again," saying it bodes well for $TSM, $AVGO and the broader #AI buildout as the trade keeps "developing into the next stage." youtube.com/watch?v=ENPE7GzN…
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On @YahooFinance with @joshuahlipton, Senior PM Keith Gangl explained how this year's rally is broadening beyond the #Mag7, with #AI now touching nearly 40% of $SPX names, flagging $AMZN's accelerating AWS growth as a standout. youtu.be/nIgKnCuvLNE?t=3758
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Markets keep hitting new highs on strong earnings... but the Fed, bond yields, labor market, and debt interest are all worth watching. Tyler, Keith, Lisa & TJ break it down on ep. 119, plus 4 stock picks from 4 different angles. youtube.com/watch?v=I8XUB3NP…
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New Pickers Market is here 🎙️ Ep. 118: Record Earnings, Growth & Value Stocks & Lessons Learned A killer Q2 earnings breakdown, & real talk on growth vs. value investing from Keith, Mike, Sara & TJ. 🎧 Listen now: youtube.com/watch?v=k96sXQp3… #Investing #EarningsSeason #StockMarket
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Investing Differently, Supporting Fully! This is Gradient!! Gradient Investments President Mike Binger sits down with Judah Day, who shares how having a unique investment strategy and the GI team in his corner turns challenges into wins.
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NEW Pickers Market Episode! Semiconductors vs. hyperscalers — the biggest trade in the market just flipped, and fast. NVDA, MU, AVGO, AMAT: FCF headed up. Hyperscalers: FCF gone negative. Tyler, Lisa & John break it all down: youtube.com/watch?v=c9dTbmpY…
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New Investment Insight Series is here 🎥 Lisa Schreiber & Tyler Ellegard break down Alternative Investments — what they are and why they matter right now. Watch Now: youtube.com/watch?v=DS_b7I9d…
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Leveraged ETF assets have DOUBLED in a few months 📈 New Picker's Market episode breaks down the risk nobody's talking about — volatility drag, momentum crashes, and lessons from South Korea's leverage boom. 🎙️Listen Now: youtube.com/watch?v=CVPP53Y7…
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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=UQminPlQ…
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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=Zo9Vbsl_… #VIX #MarketVolatility #Investing #FinancePodcast
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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=jMxsyXNR… #FinancePodcast #SpaceX #MarketUpdate
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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=vKeXMnCl… #Investing #FederalReserve #AAPL #WWDC #Inflation #FinancePodcast
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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=1coAvcax…
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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=LzatQ2qq…
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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=szf0iyK2…
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🎧 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_O4R…
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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=eArQ8gOG… #Investing #Markets #TACO #FOMO #FinancialAdvice
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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=U82Gnk3g…
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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=QWECKVmE…
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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.
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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_dhF… #TechStocks #AllTimeHighs #Earnings
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Q1 2026 recap: S&P down ~4%. Oil over $100. Yields rising. Markets are moving fast. Tyler Ellegard, Keith Gangl & Lisa Schreiber break down what happened — and where opportunity might be hiding. Also: Minnesota spring. Easter. The important stuff. 🌷 🎥 youtube.com/watch?v=a6T5_iAM…
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The Fed decision. AI is moving fast. Ep. 97 covers it all — rate decision, the Citrini Research report that rattled software investors, AI agents, healthcare liability & the workforce shift no one in finance can afford to ignore. 🎧 youtube.com/watch?v=zvRzjihv…
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The Strait of Hormuz. U.S. refining capacity. Iran-U.S. tensions. All of it is moving oil markets right now & the stock market is watching long-term earnings, not short-term conflict noise. Near-term headwinds. Long-term opportunity. We break it all down: youtube.com/watch?v=b2PCm-Q2…
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Oil prices nearly hit $120 per barrel before a dramatic reversal. What’s driving the volatility — and what does it mean for inflation, consumers, and investors? We cover it all in Episode 96 🎧 Watch now: youtube.com/watch?v=Y9TKu404… #OilMarkets #Investing #Inflation #Energy
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The Supreme Court ruled on US tariffs & markets hardly blinked. What happens to the $170B collected? Does the effective tariff rate drop? Could tariffs return under new rules? We break down the ruling, inflation impact & portfolio implications. Watch now youtube.com/watch?v=zgflLEZS…
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🎙️Special Edition Podcast Brian Belski joins us to break down why small & mid-cap stocks may be entering a new leadership phase & the thinking behind Gradient’s SMID Cap Select portfolio. #SMIDCapSelect #SmallCaps #MidCaps #BrianBelski Watch now: youtube.com/watch?v=BaS4vx6m…
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GI was excited to welcome @briangbelski of @Humilisinvest to the office today to market the new partnership between GI and Humilis👏 Stay tuned for a special edition Pickers Market Podcast with the Gradient Investments team to hear about the new portfolio!
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Episode 91 | Markets, the Fed & Precious Metals: What’s next for investors Fed policy is back in focus with the announcement of a new Fed chair – but what does it mean for interest rates, the bond market, and your portfolio? youtube.com/watch?v=t29nDBDz…
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🎧New Podcast Episode Out Now! Beyond the Mag 7: Market Broadening, Earnings & 2026 Leaders “Broadening” might be the investment word of the year—and for good reason. In this episode, we dig into what’s driving expanding market breadth in early 2026. youtube.com/watch?v=LPjbIFWg…
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Episode 88: What year four of a bull market can rhyme (not repeat) with history. We break down past rallies, 2026 return expectations, seasonal myths, early earnings signals—and add some New Year’s resolution reality checks along the way. youtube.com/watch?v=a6BR2txk…
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Can Markets Survive a Fourth Act? 2026 Risks, Rotations & What No One’s Watching | Episode 87 youtube.com/watch?v=OL61WWdI…
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On @YahooFinance with @BrianSozzi, Associate PM Lisa Schreiber said Warren Buffett’s value philosophy remains “timeless,” even as investors chase $AAPL, $MSFT and $AMZN, especially for long-term investing into 2026. finance.yahoo.com/video/berk…
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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. youtube.com/watch?v=InmUN7sX…
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Today, we’re excited to have Tyler back as a special guest to break down the explosive rise of GLP-1 drugs & Eli Lilly’s historic $1 trillion market cap. Join us for a deep dive into healthcare investing, blockbuster drug trends, and the GLP-1 gold rush youtube.com/watch?v=GV0WOSGl…
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“History doesn’t repeat, it usually rhymes,” said PM Kyle Bergacker on @BNNBloomberg with @MerellaCTV, drawing parallels to the dot-com era as investors question whether #AI enthusiasm has pushed #valuations too far and what could shift #sentiment. youtu.be/ZOL3DYdCuMI?si=hAsz…
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“US businesses are strong and resilient, and the US stock market is the place to be,” said Investment Analyst Lisa Schreiber on @SchwabNetwork with @NPetallides, citing strong #earnings and why she’s watching names like $HD and $AVGO into year-end. schwabnetwork.com/video/lisa…
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Episode 79 of Pickers Market: a big week for markets: a likely Fed rate cut + Big Tech earnings (Meta, MSFT, GOOG, AMZN, AAPL). Fed, AI hype & bubbles—tune in! #Markets youtube.com/watch?v=hhp5jSv_…
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PM Kyle Bergacker joined @NPetallides on @SchwabNetwork to discuss #tradetensions and the government #shutdown, calling them “short-term noise” that create buying opportunities. He highlighted $C and $ASML for their strong balance sheets and AI innovation. schwabnetwork.com/video/kyle…
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Mega-caps, market risks & earnings surprises — plus Jamie Dimon’s “cockroach” warning. Stay informed with Keith, Kyle & Lisa. youtube.com/watch?v=wutEt4Oj…
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Ep. 76 of Pickers Market: Gold breaks $4K! 🪙 The team unpacks what’s driving it, if it can last, and gold vs. Bitcoin as safe havens. youtube.com/watch?v=wXE9hf1q…
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Government shutdown talk: how it stacks up to past ones, what it means for markets, and how missing data may complicate the Fed’s next rate move. Join Tyler, Keith, Kyle & Lisa for insights (and some fun)! youtube.com/watch?v=lA-CvphB…
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We had a great speaker lineup on Friday at Gradient Investments' "Elite Advisor Forum" featuring @LizAnnSonders, @munster_gene, and @briangbelski!
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Ep. 74: Speakers, Spreads, & Sold Signs - Elite Advisor Forum recap, Fed rate cuts, mortgage trends & housing market outlook with Tyler, Keith, Kyle & David! Watch here: youtube.com/watch?v=FaKPXZjm…
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Joining @SchwabNetwork , PM Tyler Ellegard shared his #market outlook: “All-time highs are encouraging, but I expect some volatility—whether from #CPI, tariffs, or consumer weakness. Still, with #AI leading, the market can grind higher.” schwabnetwork.com/video/elle…
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The idiom of don’t fight the Fed has returned. The team discusses the weak jobs report & the markets positive reaction to it, the impact the CPI report could have on future rate cuts & a new segment called "The Watchlist". Join us for insights & more. youtube.com/watch?v=Ed-SMBxh…
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September & October are the spookiest months for stocks. We unpack the September Effect, why October can both scare & reward, and what investors should do instead of sitting out. Join Tyler, Keith, Kyle & Lisa for markets, insights, & a little fall fun. youtube.com/watch?v=xsZ_Hg6X…
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This week on Picker's Market: ETFs now outnumber stocks: innovation or overload? We break down what this means for investors, plus preview Nvidia’s highly anticipated earnings. Join Tyler, Keith, Kyle, & Lisa for markets, insights, and a little fun. youtube.com/watch?v=QRkTr6NR…
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