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AI tiers and taking profits in tech with Joe Albano, Tech Cache
Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks w…
1 year, 11 months ago
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against th…
1 year, 11 months ago
CashFlow Hunter on pair trading, 3M and Iris Energy
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin mine…
1 year, 11 months ago
Upside/downside tug of war
Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked…
1 year, 11 months ago
Jared Dillian on market sentiment and private equity's big bubble
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add li…
2 years ago
Understanding bull and bear market cycles with Jon Wolfenbarger
Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 ste…
2 years ago
S&P 500: 6,000 by end of 2024 - Sanjeev Sharma
Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and…
2 years ago
Small cap nuance with Courage & Conviction Investing
Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management v…
2 years ago
Yimin Xu on bond market equilibrium and deciphering Fed rationale
Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently …
2 years ago
David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan saf…
2 years ago