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This is about business cycles, not who's going to be president
The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Repub…
Published on 1 year, 1 month ago
Bitcoin vs. gold: what investors should know
Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold b…
Published on 1 year, 1 month ago
Energy additions, not transitions and navigating a Trump or Harris Win
Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue …
Published on 1 year, 1 month ago
Tech stocks: staying ahead of the curve
What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What…
Published on 1 year, 1 month ago
AI, data centers and energy demand
Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft,…
Published on 1 year, 1 month ago
Will war trigger a bear market and spike in oil?
James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investor…
Published on 1 year, 1 month ago
Banks, thrifts and takeover candidates
Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.
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Published on 1 year, 1 month ago
REITs: very bond-like
Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Tho…
Published on 1 year, 2 months ago
6 fundamentally strong beaten-up stocks with Steven Cress
Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 f…
Published on 1 year, 2 months ago
Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma
Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and u…
Published on 1 year, 2 months ago