Podcast Episodes
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Steven Cress' top 2025 stocks
Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Wh…
1 year, 2 months ago
Eagle Point Credit CEO Tom Majewski on funds and income
Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs,…
1 year, 2 months ago
Charting the course in shipping with J Mintzmyer
Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International S…
1 year, 2 months ago
Pfizer: one of the next big AI winners
Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt…
1 year, 2 months ago
Dividend investing by hand with Brian Bollinger and Rob Isbitts
Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:0…
1 year, 3 months ago
Whitestone REIT: retail has finally right sized
Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been grea…
1 year, 3 months ago
Kirk Spano on bitcoin, options selling and a choppy 2025
Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling opt…
1 year, 3 months ago
How Steven Cress' top 10 2024 picks have fared
2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD ab…
1 year, 3 months ago
Tarsus Pharmaceuticals & SpringWorks Therapeutics: Jonathan Faison's top 2 picks
Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data ri…
1 year, 3 months ago
Cineverse: an incredible micro-cap setup
Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a r…
1 year, 3 months ago