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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; w…
1 year, 6 months 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 und…
1 year, 7 months 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.
Find …
1 year, 7 months 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 s…
1 year, 7 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). Lo…
1 year, 7 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 opportunit…
1 year, 7 months ago
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 w…
1 year, 7 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…
1 year, 8 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 result…
1 year, 8 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:…
1 year, 8 months ago