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Shorting Palantir: valuation matters
According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palan…
Published on 10 months, 1 week ago
Claudia Sahm on U.S. economic effects - the details matter
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends…
Published on 10 months, 1 week ago
Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). C…
Published on 10 months, 2 weeks ago
Steven Cress' top 10 dividend stocks for 2025
Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hol…
Published on 10 months, 2 weeks ago
Grant Cardone on real estate, private equity and bitcoin
Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advant…
Published on 10 months, 2 weeks ago
Liquidity up, markets up; liquidity down, markets down
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essen…
Published on 10 months, 2 weeks ago
ETFs have come a long way
Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive ind…
Published on 10 months, 3 weeks ago
All the alpha is gone except for AI - Matthew Tuttle
Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ET…
Published on 10 months, 3 weeks ago
Steven Cress' top 2025 stocks
Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 …
Published on 11 months ago
Eagle Point Credit CEO Tom Majewski on funds and income
Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lot…
Published on 11 months ago