Podcast Episodes
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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…
1 year 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…
1 year, 1 month ago
Magnificent 7 now the troubling 3, underscores market weakness
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35)…
1 year, 1 month ago
The death of buy and hold has been greatly exaggerated
David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro econom…
1 year, 1 month ago
In shipping, global macro matters more than ever - J Mintzmyer
J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oi…
1 year, 1 month ago
Robotaxi concerns, a healthier Nvidia, AMD momentum with Sara Awad, Tech Contrarians
Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia …
1 year, 1 month ago
Danielle DiMartino Booth on jobs, oil, Powell, precious metals, USD
Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever yo…
1 year, 1 month ago
Market sentiment is a powerful thing - Joe Albano, Tech Cache
How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to pl…
1 year, 1 month ago
Steven Cress' top 10 stocks for H2 2025
Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track recor…
1 year, 1 month ago
It all starts with risk management
Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and ma…
1 year, 1 month ago