Podcast Episodes
Back to Search
Brixmor CEO James Taylor on dividend growth and rational retail demand
Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth …
1 year ago
Tech stocks - focus on what management isn't talking about
Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings cal…
1 year ago
Why J Mintzmyer is short Walmart and long 3 shipping stocks
Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import…
1 year ago
Make fewer investing errors with Barry Ritholtz
Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell v…
1 year ago
S&P 500: 7,000 target for 2025 - Sanjeev Sharma
Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025 (0:40). Primary concerns this year are supply shocks and p…
1 year ago
Will macroeconomic shocks lead to business cycle recession?
The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:…
1 year ago
Portfolio spring cleaning with contrarian Clem Chambers
Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong w…
1 year ago
Dividend ETF SCHD gains momentum, but is it worth buying?
Tackling an interesting shift in the investment landscape with dividend ETF SCHD. What's fueling the momentum? (1:00) Can't ignore market context (6:…
1 year ago
Apple, Amazon, Microsoft and Meta earnings
Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (…
1 year ago
Stressful markets, but lots of opportunities in tech
Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotligh…
1 year, 1 month ago