Podcast Episodes
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Buying to the bottom in gold & silver with Don Durrett
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying qu…
2 years, 3 months ago
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…
2 years, 3 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…
2 years, 4 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…
2 years, 4 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…
2 years, 4 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, 4 months 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, 5 months 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, 5 months 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, 5 months 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, 5 months ago