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Inflation expectations, tech valuations, healthcare opportunities
Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuati…
Published on 2 months, 3 weeks ago
Historic day at the Fed with Danielle DiMartino Booth
Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). S…
Published on 2 months, 3 weeks ago
Quant buys in cannabis
Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS r…
Published on 3 months ago
Liquidity flows, volatility shocks
Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot u…
Published on 3 months ago
Tesla U.S. market share at 8-year low
Tesla’s share of U.S. EV market drops below 40%. (0:15) UnitedHealth reaffirms outlook. (1:25) Goldman sees global music revenues doubling by 2035. (3:16)
Show Notes
The non-tech sectors talking AI
Epis…
Published on 3 months ago
How much further will gold and silver run?
Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tari…
Published on 3 months, 1 week ago
Portfolio positioning for an uncertain market with next gen investors
Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching instituti…
Published on 3 months, 1 week ago
Taking profits for yield and growth with David Alton Clark
David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bon…
Published on 3 months, 2 weeks ago
More volatility ahead in this AI bull market
Gary Vaughan from Daily Stock Picks on the Fed meeting and buying the dip (1:20). Bonds might now be a once in a lifetime buy (3:45). Bitcoin, ethereum and owning crypto for the long-term (6:45). Nvi…
Published on 3 months, 2 weeks ago
Inside the Income Factory: credit asset investing with Steven Bavaria
Steven Bavaria, from Inside the Income Factory, discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). …
Published on 3 months, 2 weeks ago