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Market pricing in status quo + valuation can only take you so far
The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you s…
Published on 6 months, 1 week ago
Bitcoin's just another asset
Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15)…
Published on 6 months, 2 weeks ago
Don't over invest in the U.S.
Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloom…
Published on 6 months, 3 weeks ago
Did you survive the great crash of 2025?
Daily Stock Picks' Gary Vaughan returns to discuss surviving the Great Crash of 2025. (1:00). How Gary uses fundamentals to pick his stocks (5:00). Tesla stock and Elon Musk (10:00). Investing around…
Published on 6 months, 3 weeks ago
Brixmor CEO James Taylor on dividend growth and rational retail demand
Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asse…
Published on 6 months, 3 weeks ago
Tech stocks - focus on what management isn't talking about
Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcom…
Published on 7 months ago
Why J Mintzmyer is short Walmart and long 3 shipping stocks
Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The goo…
Published on 7 months ago
Make fewer investing errors with Barry Ritholtz
Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay at…
Published on 7 months ago
S&P 500: 7,000 target for 2025 - Sanjeev Sharma
Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025 (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consume…
Published on 7 months, 1 week ago
Will macroeconomic shocks lead to business cycle recession?
The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). …
Published on 7 months, 1 week ago