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Disruptions and delays usually bullish for shipping rates - J Mintzmyer
Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in so…
Published on 1 year, 2 months ago
Get your winners to pay for your losers with Chris DeMuth and Kirk Spano
Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20)…
Published on 1 year, 2 months ago
'We're pretty cheap at the moment' - Cybin CEO Doug Drysdale
Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How …
Published on 1 year, 2 months ago
Where energy and tech meet; oil & gas fundamentals with Jennifer Warren
Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space …
Published on 1 year, 3 months ago
Why Ahmed Abdelazim likes small + mid-cap stocks
Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluen…
Published on 1 year, 3 months ago
Tanker markets and why International Seaways is almost as cheap as it's ever been
J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7…
Published on 1 year, 3 months ago
Prudently bearish with David Tice and Rob Isbitts
David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure…
Published on 1 year, 3 months ago
High yield investing with Samuel Smith
High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (…
Published on 1 year, 3 months ago
The broad market has not participated in this rally
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible…
Published on 1 year, 3 months ago
Markets and dividend investing are evolving - how to take advantage
Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gain…
Published on 1 year, 3 months ago