Episódios
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Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)
Show Notes:
Markets And Dividend Investing Are Evolving - How To Take Advantage
Small Cap Nuance
Episode transcripts
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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). Tesla stock and Elon Musk (10:00). Investing around the tariff conversation (15:30). S&P 500 analysis (18:15). On owning Bitcoin (20:00). Tech ETFs vs stocks (25:25). Top stock picks (27:50).
Show Notes:
Stock Pickers Better Know When They're Going To Sell
Alpha Picks
Episode transcripts
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Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00).
Show Notes:
Brixmor Property Group Q1 Earnings Call Transcript
Brixmor website
Episode transcripts
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Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30).
Show Notes:
DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps
Stressful Markets, But Lots Of Opportunities In Tech
The Worst Has Happened To Super Micro
Episode transcripts
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Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35).
Show Notes:
Charting The Course In Shipping With J Mintzmyer
Note Of Caution On Shipping
Shipping, logistics stocks rally as U.S.-China tariff pause eases trade tensions
Value Investor's Edge
Episode transcripts
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Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On Bitcoin and gold (46:00).
Show Notes:
Trump Playing Chicken With The World?
How Not To Invest
Masters in Business
Episode transcripts
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Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025 (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00).
Show Notes:
S&P 500: 6,000 By End Of 2024 - Sanjeev Sharma
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The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). (SDS) and going short on implied volatility (35:15). How dependent the US is on international trade, China in particular (41:50).
Show Notes:
Gold Is No Longer Safe: Why I'm Taking Profits On Gold And Miners
Will War Trigger A Bear Market And Spike In Oil?
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Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30).
Show Notes:
Gold, Guns, And The Market: What Rising Tensions Really Mean For Your Portfolio
The Crash Of 2025: One Chart That Will Flash A Final Warning
Platinum: The One Asset You Should Start Stacking Now Through DCA
Bitcoin's Onwards To The Top: Managing The Endgame
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Tackling an interesting shift in the investment landscape with dividend ETF SCHD. What's fueling the momentum? (1:00) Can't ignore market context (6:25). Questions remain about SCHD (8:00).
Show Notes:
Dividend ETFs such as SCHD garner investor attention after 'Liberation Day'
SCHD: A Good Pick For Investors Choosing Income Investing Over Growth
Addressing SCHD's Collapse, Your Approach Needs To Change
SCHD: Good Times Aren't Great (Rating Downgrade)
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Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (1:10). Don't sleep on economic data (2:00). This is an excerpt from a recent Wall Street Breakfast episode.
Show Notes:
Apple earnings focus for investors leans beyond June quarter: Morgan Stanley
Retail blockbuster: Amazon earnings this week could reset expectations across the retail sector
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Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15).
Show Notes:
CoreWeave: Luck Won't Cut It - Reiterate Sell
Tesla: A Nuanced Bull/Bear Conversation
Trump says he won’t pause U.S. tariffs but is willing to negotiate trade deals
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Gold and silver expert Don Durrett contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30).
Show Notes:
Gold stocks: Seeking Alpha Analysts vs. Wall Street
Gold & Silver: 3 Easy Picks, 2 Favorites And 4 ETFs
Buying To The Bottom In Gold & Silver With Don Durrett
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A bull (The Value Edge) and bear (Pacifica Yield) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35)
Show Notes:
Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry Moment
Tesla: Love It Or Hate It, Buy The Dip
Tesla: It's Finally Time To Trim
Wall Street Lunch: Tesla 'Fork In The Road Moment'
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Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30).
Show Notes:
The Market's Worst Fears Just Became Reality
The Stock Market Correction Is Over, Now Comes The Bear Market
Surging Rates In Japan Threaten U.S. Markets
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Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20)
Show Notes:
The Biggest Retirement Regrets And How To Avoid Them
How I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields)
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How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45).
Show Notes:
The Dog Collar portfolio
Markets And Dividend Investing Are Evolving - How To Take Advantage
Sungarden YARP Portfolio
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Breaking down Nvidia stock given this week's much anticipated GTC event. Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI’s transformative impact on technology and computing (2:25).
Show Notes
Semiconductor stocks sink ahead of Nvidia GTC
Is The Force Still Strong With Nvidia?
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With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45).
Show Notes
Crypto stocks extend swoon as bitcoin drops below $80K, ether under $2K
Will Crypto Cream Rise To The Top?
MicroStrategy's 'Infinite Money Glitch'
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Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18)
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Show Notes:
Brace For Turbulence
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