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Reasons to be cautiously optimistic about cannabis
Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the spac…
Published on 2 years, 2 months ago
Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter
CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conver…
Published on 2 years, 2 months ago
Dividend picks for a stock market dip with Steven Cress
Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on div…
Published on 2 years, 2 months ago
Gold, silver and why all mining stocks are speculative investments with Don Durrett
Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him…
Published on 2 years, 2 months ago
J Mintzmyer unpacks cyclical and fickle shipping sector
Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio (STNG) and Tsakos (TNP) (17:30), and how macro concerns are weighing on …
Published on 2 years, 2 months ago
Energy exposure, uranium dry spells, bullish on SHF Holdings
Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45).
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Published on 2 years, 2 months ago
'Stay hungry, stay foolish' small cap strategies with Courage & Conviction Investing
Courage & Conviction Investing shares why small cap investors should stay hungry and foolish (2:50), why he's never been longer on Advanced Emissions Solutions (13:50) and strategies around Red Robin…
Published on 2 years, 2 months ago
Covered call ETFs and the limitations of stocks
Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered c…
Published on 2 years, 2 months ago
Unlocking cannabis: legalization timelines, debt risk + unique value plays with Alan Brochstein & Julian Lin
Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt …
Published on 2 years, 3 months ago
Why CashFlow Hunter's short 3M and long Iris Energy
CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10).
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Published on 2 years, 3 months ago