Podcast Episodes
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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
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, 5 months ago
Don't rely on past performance
Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International market…
2 years, 5 months ago
If you can predict cash flow you can predict stock price - Austin Hankwitz
Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPY…
2 years, 5 months ago
Letting winners run - Steven Cress on Alpha Picks' outperformance
Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Mic…
2 years, 6 months ago
Should we trust economic data? With Danielle DiMartino Booth
Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? …
2 years, 6 months ago
Super Bowl streaming, Disney deep dive and why numbers don't lie
Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN …
2 years, 6 months ago
J Mintzmyer on Red Sea disruptions and 2 key shipping segments
J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment…
2 years, 6 months ago
5 cannabis stocks and how retail investors should navigate the industry
Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Gree…
2 years, 6 months ago
Embracing the mania and yield at a reasonable price
Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now…
2 years, 6 months ago