Podcast Episodes
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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…
2 years, 10 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 busi…
2 years, 10 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 Pra…
2 years, 10 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'…
2 years, 10 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 fr…
2 years, 10 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 commer…
2 years, 10 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) Fre…
2 years, 10 months ago
Tesla bull/bear thesis with Anton Wahlman and James Foord
Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.
(2:00) - Can't value Tesla (TSLA) like a regular aut…
2 years, 10 months ago
Exxon Mobil bull/bear debate with David Alton Clark and Callum Turcan
Callum Turcan shares his bullish take on Exxon Mobil (0:30) and David Alton Clark shares his bearish thesis (1:50).
This is an abridged version of our…
2 years, 11 months ago
Great time to own these REITs - Brad Thomas with Kirk Spano
Brad Thomas talks to Kirk Spano about REITs and real estate investing.
(6:00) - REITs for insulation and income generation during potential recession(…
2 years, 11 months ago