Podcast Episodes
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Forget the price of a stock. What is it worth?
Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an…
1 year, 5 months ago
DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgradi…
1 year, 6 months ago
Hedging QQQ with Growth Investor Pro
Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting m…
1 year, 6 months ago
Shorting Palantir: valuation matters
According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this w…
1 year, 6 months ago
Claudia Sahm on U.S. economic effects - the details matter
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflat…
1 year, 6 months ago
Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators sh…
1 year, 6 months ago
Steven Cress' top 10 dividend stocks for 2025
Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend gr…
1 year, 6 months ago
Grant Cardone on real estate, private equity and bitcoin
Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why h…
1 year, 6 months ago
Liquidity up, markets up; liquidity down, markets down
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and America…
1 year, 6 months ago
ETFs have come a long way
Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, a…
1 year, 6 months ago