Podcast Episodes
Back to Search
Ryan Gwillim on Brunswick's Strong Earnings & Consumer Resilience
Ryan Gwillim, Executive Vice President and Chief Financial and Strategy Officer at Brunswick Corporation (BC), discusses the company's strong quarter…
1 week ago
Tim Holland: Strong Consumers Are Keeping the Economy on Track
Tim Holland, CIO at Orion, examines the latest inflation data and what it means for the economy and markets. He highlights the strength of the U.S. c…
1 week ago
Ryan Detrick Sees More Upside as the Economy Defies the Doubters
Ryan Detrick, Chief Market Strategist at Carson Group, argues that the U.S. economy is stronger than many investors believe. He highlights resilient …
1 week ago
Volatility Trends in NDX Options & Relationship to SPX
Always keep an eye on options even if you don't use them, says Kevin Davitt of Nasdaq. He turns to index data tied to straddles and volatility to hel…
1 week ago
Securitize CEO Carlos Domingo on Tokenization’s Next Growth Phase
Securitize (SECZ) CEO Carlos Domingo breaks down the company’s Q2 results, highlighting its $5 billion in assets under management and partnerships wi…
1 week ago
Andrew Chanin on UFO ETF Rebound & Evolving Space Opportunities
Andrew Chanin talks about the Procure Space ETF (UFO) from his firm after as space-centric stocks like SpaceX (SPCX) and Rocket Lab (RKLB) experience…
1 week ago
Why Stocks Keep Climbing Despite Inflation and Global Uncertainty
Jeff Mortimer and Pat Nerney explain why stocks continue to climb despite geopolitical tensions and inflation concerns. They point to strong earnings…
1 week ago
Can AMAT Keep Riding the Semiconductor Boom?
Matt Dmytryszyn of Composition Wealth examines Applied Materials (AMAT) and the powerful semiconductor trends driving the company. He discusses stron…
1 week ago
COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity
Andrew Graham believes Coherent (COHR) remains a buy after earnings despite what the selling action indicates. He says the company will deliver on su…
1 week ago
NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI
"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free …
1 week ago