Podcast Episodes
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Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz
James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pre…
9 months, 2 weeks ago
GameStop: can bitcoin bet and billions in cash offset retail decline?
Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news …
9 months, 2 weeks ago
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 fundament…
9 months, 3 weeks 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…
9 months, 3 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, strate…
10 months 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). T…
10 months 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 …
10 months 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 cal…
10 months, 1 week 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…
10 months, 1 week 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 v…
10 months, 2 weeks ago