Podcast Episodes
Back to Search
More volatility ahead in this AI bull market
Gary Vaughan from Daily Stock Picks on the Fed meeting and buying the dip (1:20). Bonds might now be a once in a lifetime buy (3:45). Bitcoin, ethereum and owning crypto for the long-term (6:45). Nvi…
Published on 10 hours ago
Inside the Income Factory: credit asset investing with Steven Bavaria
Steven Bavaria, from Inside the Income Factory, discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). …
Published on 1 day, 12 hours ago
Powell in Jackson Hole, a little too late - Danielle DiMartino Booth
Markets celebrate Powell's Jackson Hole commentary; Fed expert Danielle DiMartino Booth thinks he's a little too late (0:20). Markets will be attentive to additional Fed statements (2:00). Bond marke…
Published on 4 days, 11 hours ago
Covered call ETFs SPYI & GPIX upside + downside
Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20). Dividends and fund criticism (7:00). Tax implic…
Published on 6 days, 7 hours ago
Tech titans' AI strategy
The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance…
Published on 3 weeks, 6 days ago
Waiting on tech earnings, don't overplay market seasonality
CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta…
Published on 1 month ago
3 tariff resistant stocks from Steven Cress
Steven Cress explains why tariffs are back in focus (0:30). US-centric stocks, ATI pick 1 (8:30). Sterling Infrastructure pick 2 (10:35). Bank of America pick 3 (14:00). 52-week highs, when stocks ar…
Published on 1 month ago
Compelling buys, stellar tech moves with The Financial Prophet
Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earn…
Published on 1 month, 1 week ago
High conviction ideas with next gen investors
Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed…
Published on 1 month, 1 week ago
Netflix is still king
Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is a joke (9:20). Metrics to look at - ARPU, very im…
Published on 1 month, 2 weeks ago