Podcast Episodes
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Waiting on tech earnings, don't overplay market seasonality
CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15…
10 months ago
3 tariff resistant stocks from Steven Cress
Steven Cress explains why tariffs are back in focus (0:30). US-centric stocks, ATI pick 1 (8:30). Sterling Infrastructure pick 2 (10:35). Bank of Ame…
10 months ago
Compelling buys, stellar tech moves with The Financial Prophet
Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary…
10 months, 1 week ago
High conviction ideas with next gen investors
Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness…
10 months, 1 week ago
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…
10 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)…
10 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…
10 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…
11 months 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 …
11 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…
11 months ago