Podcast Episodes
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Getting deep value returns with Michael Wiggins De Oliveira
Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio retu…
1 year, 1 month ago
Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz
James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pre…
1 year, 2 months ago
GameStop: can bitcoin bet and billions in cash offset retail decline?
Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news …
1 year, 2 months ago
Market pricing in status quo + valuation can only take you so far
The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundament…
1 year, 2 months ago
Bitcoin's just another asset
Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting…
1 year, 2 months ago
Don't over invest in the U.S.
Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strate…
1 year, 2 months ago
Did you survive the great crash of 2025?
Daily Stock Picks' Gary Vaughan returns to discuss surviving the Great Crash of 2025. (1:00). How Gary uses fundamentals to pick his stocks (5:00). T…
1 year, 2 months ago
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, 2 months 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, 2 months 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, 3 months ago