Podcast Episodes
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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 impl…
8 months, 2 weeks 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. (…
8 months, 2 weeks 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 …
8 months, 3 weeks 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 positio…
8 months, 3 weeks 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 pri…
8 months, 4 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, ethere…
9 months 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 ar…
9 months ago
Powell in Jackson Hole, a little too late - Danielle DiMartino Booth
Markets celebrate Powell's Jackson Hole commentary; Fed expert Danielle DiMartino Booth thinks he's a little too late (0:20). Markets will be attenti…
9 months ago
Covered call ETFs SPYI & GPIX upside + downside
Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20…
9 months ago
Tech titans' AI strategy
The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on A…
9 months, 3 weeks ago