Podcast Episodes
Back to Search
Netflix is still king
Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is…
8 months, 2 weeks ago
Magnificent 7 now the troubling 3, underscores market weakness
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35)…
8 months, 3 weeks ago
The death of buy and hold has been greatly exaggerated
David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro econom…
8 months, 3 weeks ago
In shipping, global macro matters more than ever - J Mintzmyer
J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oi…
8 months, 3 weeks ago
Robotaxi concerns, a healthier Nvidia, AMD momentum with Sara Awad, Tech Contrarians
Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia …
9 months ago
Danielle DiMartino Booth on jobs, oil, Powell, precious metals, USD
Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever yo…
9 months ago
Market sentiment is a powerful thing - Joe Albano, Tech Cache
How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to pl…
9 months ago
Steven Cress' top 10 stocks for H2 2025
Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track recor…
9 months ago
It all starts with risk management
Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and ma…
9 months, 1 week ago
Getting deep value returns with Michael Wiggins De Oliveira
Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio retu…
9 months, 1 week ago