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Portfolio construction, options and covered call ETF vulnerability
How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:3…
Published on 2 years ago
CPI disappointment, cooling economy, recession ahead? With Mott Capital
Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spread…
Published on 2 years, 1 month ago
Streaming reality vs fantasy with Dan Rayburn
"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industr…
Published on 2 years, 1 month ago
Michael Gayed on credit event phases and the Fed's unprecedented moves
How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI…
Published on 2 years, 1 month ago
Chance for a market dip in early 2024 - Chaim Siegel
2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive…
Published on 2 years, 1 month ago
Reading Wall Street research like a pro with Steven Cress
Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive t…
Published on 2 years, 1 month ago
Brad Thomas laser focused on earnings and REITs
Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings…
Published on 2 years, 1 month ago
U.S. oil & gas is a good bet - Jennifer Warren
Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oi…
Published on 2 years, 1 month ago
Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience
Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers …
Published on 2 years, 1 month ago
High moat companies and Mexico's long-term story with Ian Bezek
Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).
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Published on 2 years, 1 month ago