Podcast Episodes
Back to SearchToo Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22
Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst w…
3 years, 7 months ago
Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22
Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice t…
3 years, 7 months ago
Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22
A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s …
3 years, 7 months ago
Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22
Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead …
3 years, 7 months ago
Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22
Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that …
3 years, 7 months ago
Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22
There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find va…
3 years, 7 months ago
Finding Opportunities, Housing Cracks and Building & Buying 8/23/22
The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. W…
3 years, 7 months ago
Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22
The rally continues to fade, with Tech leading the declines. So should you bail on Growth or stick with it? Two big banks have two very different vie…
3 years, 7 months ago
The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22
As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent…
3 years, 7 months ago
Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22
Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where th…
3 years, 7 months ago