G
Glen Smith
CEO, CIO, and founder of GDS Wealth Management (Flower Mound, TX), CFP®/CRPC®, and former Dallas Cowboys assistant coach known as Glenn "Stretch" Smith on Locked On Cowboys.
5
APPEARANCES
3
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
NOV 2
NOV 9
Oct 19, 2026
NVDA, AVGO, LRCX and MU: Picking Winners in the AI Trade
S
0:14speaker_0HOST
I mean, are you looking at this as us bucking historical trends? I was talking about October phobia earlier this month, and I haven't said that in about a week here.
G
0:25Glen SmithGUEST
yeah it typically october can be a bit rough this this october and the rest of the years is shaping up to be quite good um companies are continuing to to hit their earnings expectations and uh it's it's going to be interesting an interesting fact you're probably familiar with is every time since 1950 there's been a midterm, and there's been 19 times this has happened, the stock market's up at 12 months later on average 15%.
G
0:56Glen SmithGUEST
We think this is going to be another strong 12 months leading up to the midterm.
G
1:00Glen SmithGUEST
And I don't think you want to get too focused on which party may win more seats or what's going to happen.
G
1:06Glen SmithGUEST
At the end of the day, the stock market since 1950 hasn't cared too much 12 months leading after the midterms and leading into it.
S
1:36speaker_0HOST
So does that then, in theory, leave more room for disappointment?
This is What It Takes to be the "Hardest Worker"
M
9:23Mark O'DonnellHOST
Tell me about that, and what did it expose about the gap between the career you imagined for yourself, the life you imagined for yourself, and the life that you were currently living at the time?
G
9:34Glen SmithGUEST
So I was working at Lehman Brothers right out of college, and I was what's called a lock desk coordinator.
G
9:41Glen SmithGUEST
So now it's all done by computers, but back then you had to lock in bonds, lock in mortgages.
COWBOYS SQUAD SHOW: The Cowboys will open their season on SNF @ the Giants.
G
43:19Glen SmithGUEST
I mean, not till you get to training camp, not till they look at real, live blitz looks, not till they start practicing against somebody, and, and not till they, you know, he has to go up there and thud it up versus a, a, a really good linebacker, and you're not gonna do that in OTAs, and you're not gonna do that in those situations.
G
43:38Glen SmithGUEST
You're gonna get him where he knows who to go to or where, where all of them know who to go to or who they have.
G
43:46Glen SmithGUEST
But, uh, uh, to me, the question becomes from a physicality standpoint, are, are, are, are either one of those guys physical enough to go, you know, to go do what Javonte does, which is protect the quarterback? I mean, I, I, I think, I think Blue showed you he can run the ball.
G
44:04Glen SmithGUEST
I think he's shown you, you know, he, he runs with his eyes, and he can do some things that are good.
11 MINS LATER
J
54:54Jeff BiggsHOST
Completely off topic, coach, have you ever been a part of an agonizing roster decision?
COWBOYS SQUAD SHOW: Did the Cowboys REALLY win the off-season?
L
18:30Landon McCoolHOST
But even if you needed to go out and get another kind of high quality position, you're probably not doing it until either right before training camp because you, you, you've got a deal in place and you wanna bring them in to get them used to it, or until after training camp when you've seen what you've got on your, on your roster and maybe you feel like you need one more move to kind of put you over the top.
G
18:55Glen SmithGUEST
Hey, where, where are we at with Bland? Where, where are we at with Ezerachi? What, what, what does he look like moving around? Is he still 238, 40 pounds, light mass? Uh, do, do we need to address maybe, uh, another guy? And then who might that other guy be? Is, is it, are they looking back at some, maybe some film of Clowney when he played in a 34 defense or some things from Bosa? Are they, uh, you know, are they really feeling strong about whether Ravel is, is, is, is gonna be in great shape and ready to go? And if he's not, then we better, we b- better bring Adoree Jackson in here and look at him and just see what he looks like on the hook.
G
19:54Glen SmithGUEST
Um, I, I don't know that they feel confident in who the two would be right now, and certainly, uh, you, you never wanna wish anything on anybody, but the depth is, is, is, is, is strong, and the way that Giovante held up last year was pretty impressive.
13 MINS LATER
COWBOYS SQUAD SHOW: The countdown is on for the Cowboys with one week to go until the NFL Draft.
G
8:05Glen SmithGUEST
Chiefs, Chiefs GM Brett Veach said that he is expecting a lot of first round action, which means, you know, there, there, there could be a lot of first round jockeying going on here.
G
8:20Glen SmithGUEST
So I, my gut feeling is, again, you combine what guys are saying, these GMs, what they're saying, and then you say, okay, there are four teams that have more than one first round pick.
G
8:39Glen SmithGUEST
I've been saying all along, uh, I've got six def- true first round defensive grades.
16 MINS LATER