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Top quant stocks across 11 market sectors with Steven Cress
Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Clou…
1 year, 11 months ago
Event-driven strategies, commodities, and writing options with Asif Suria
Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40)…
1 year, 11 months ago
Psychedelics closer to commercialization; Compass far and away the leader
Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercializati…
2 years ago
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). …
2 years ago
J Mintzmyer's note of caution on shipping
Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM,…
2 years ago
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How rece…
2 years ago
There will be great opportunities to buy this market, but not right now - Michael Kramer
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (…
2 years ago
Capital imbalances and why David Daglio is a reformed value investor
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how i…
2 years ago
Nvidia and tech stock paradoxes with Joe Albano
Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Mic…
2 years ago
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss curren…
2 years, 1 month ago