Podcast Episodes
Back to Search
Growth and earnings recovery, probable Fed pivot and high quality stocks with Victor Dergunov
Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.
(3:00) - Continue to buy high quality companies on pullbacks(9:00) - Why Victor b…
Published on 2 years, 4 months ago
Psychedelic stocks: Don't bet on just 1 company
Will tough times continue for psychedelic stocks? (1:50) Analyst Alex Carchidi shares his views on the sector and specific stocks like Compass Pathways (4:20), Atai and Cybin (19:50) and the inevitab…
Published on 2 years, 5 months ago
Is Tesla a buy?
Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.
(0:30) …
Published on 2 years, 5 months ago
U.S. economy is a snake that ate a doe - Marc Chandler
Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than…
Published on 2 years, 5 months ago
Uber a zombie stock; Ford, GM have scalability and expertise - David Trainer
This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.
(1:10) - Zombie stock list: limited runway, bad business models.(3:35) - Uber burning too much cash(6:…
Published on 2 years, 5 months ago
Falling inflation, dollar dominance and PBOC moves with Marc Chandler
Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.
(1:00) - What's coming at next Fed…
Published on 2 years, 5 months ago
Busting today's market myths with Matthew Tuttle and Rob Isbitts
Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.
(2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'(11:40) Why investors should focus on forward look…
Published on 2 years, 5 months ago
It's all about liquidity - David Trainer
David Trainer discusses sectors, stocks and investing strategies.
(2:05) For near-term, it's really all about liquidity(9:10) Looking at the market from a sector level(15:40) Uber's valuation still ex…
Published on 2 years, 5 months ago
Is Nvidia in a class of its own? Cameron Fen with James Foord
Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.
(2:40) AI, large language models and commercial implications for big tech(12:40) Is Nvidia in…
Published on 2 years, 5 months ago
'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).
(1:00) Pay attention to why shareholders buy into a stock(7:00) Freight rates have plummeted and ZIM has turned from …
Published on 2 years, 5 months ago