Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45).

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Show Notes:
Small Cap Nuance With Courage & Conviction Investing
Cineverse: An Incredible Micro-Cap Setup
The Art Of Being A Contrarian With Courage & Conviction Investing

Episode transcripts

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Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from Alpha Picks/Pro Quant Portfolio (20:05).

Show Notes:
6 Stocks Poised To Benefit From A Rate Cut
Leveraging The PRO Quant Portfolio
Quant Ratings Explained
Steven Cress' Top 10 Stocks For H2 2025

Episode transcripts

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David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Parallels to dotcom era (33:45).

Episode transcripts

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Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).

Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
The Bond Market Is On A Collision Course With Stagflation

Episode transcripts

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Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10).

Show Notes:
Powell In Jackson Hole, A Little Too Late
U.S. retail sales keep up the pace in August in stronger-than-expected print
Trump Proposes Shift To Semiannual Earnings
QI Research

Episode transcripts

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Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS risks (8:18). US based stock picks (14:40). Is Green Thumb (GTBIF) a buy? (19:45)

Show Notes:
Have Cannabis Investors Been Early Or Wrong Or Both?
Green Thumb Stands Alone. Billions In Debt Coming For MSOs
Cannacomparison portfolio
Alpha Picks

Episode transcripts

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Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.

Show Notes:
This Week Could Bring The Fed's Worst Nightmare: Stagflation
Portfolio Protection For Volatility Risk

Episode transcripts

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Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tariffs (15:40). Finding what's wrong with a potential investment (21:15).

Show Notes:
Intel Stock: Why The Trump Call Won't Fail
I Missed The Quantum Rally - I Won't Miss The Next One
Portfolio Spring Cleaning With Contrarian Clem Chambers

Episode transcripts

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Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00).

Show Notes:
High Conviction Ideas With Next Gen Investors

Episode transcripts

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David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bonds (12:30) How to think about high yield (14:00)

Show Notes:
Dividend And Growth Stocks For An Overvalued Market With David Alton Clark

Episode transcripts

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Gary Vaughan from Daily Stock Picks on the Fed meeting and buying the dip (1:20). Bonds might now be a once in a lifetime buy (3:45). Bitcoin, ethereum and owning crypto for the long-term (6:45). Nvidia earnings (13:45). Tesla's political train wreck, robotics future (17:30). Stock picking along with Steve Cress (22:30).

Show Notes:
Stock Pickers Better Know When They're Going To Sell
Steven Cress' Top 2025 Stocks
Did You Survive The Great Crash Of 2025?
Steven Cress' Top 10 Stocks For H2 2025

Episode transcripts

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Steven Bavaria, from Inside the Income Factory, discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). Diving into Barings Global Short Duration High Yield Fund (12:55). Ares Dynamic Credit Allocation Fund (15:15). This is an excerpt from last month's webinar, Investing For Income In An Uncertain Market.

Show Notes:
Steven Bavaria Takes Investors Inside The Income Factory
MPV And MCI: Great Funds, But Even Better With 'Dividend Holiday Trade'

Episode transcripts

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Markets celebrate Powell's Jackson Hole commentary; Fed expert Danielle DiMartino Booth thinks he's a little too late (0:20). Markets will be attentive to additional Fed statements (2:00). Bond market reactions (4:05). Tariffs - what's really happening? (4:55) Similarities to Covid era (7:40). Housing very much a buyer's market (14:30). The interesting US dollar (16:30).

Show Notes:
Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
America's Game Of ThronesJobs, Oil, Powell, Precious Metals, USD
Cleveland Fed Pres. Hammack: Inflation is too high and trending higher

Episode transcripts

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Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20). Dividends and fund criticism (7:00). Tax implications (9:35). Catch the full video presentation (with charts) here.

Show Notes:
The Market Is Rotating Again
Covering ETFs: The Overlooked Gem For Audience Engagement

Episode transcripts

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The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance. We've had a handful of guests discuss mega cap tech stocks recently so we thought we'd include some of their insights in one episode. 

Show Notes:
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
Netflix Is Still King
Market Sentiment Is A Powerful Thing - Joe Albano, Tech Cache
High Conviction Ideas With Next Gen Investors
Waiting On Tech Earnings, Don't Overplay Market Seasonality

Episode transcripts

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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). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).

Show Notes:
July 2025 Commentary And Economic Outlook
Understanding Master Limited Partnership Payout Ratios
The Small Cap Covered Call Yield Pick-Up
Infrastructure Capital Funds

Episode transcripts

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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 America pick 3 (14:00). 52-week highs, when stocks are appropriate buys (17:40). Pro Quant Portfolio and Alpha Picks (19:30). This is an excerpt from last week's webinar, 3 Strong Stocks To Hedge Against Tariff Pressure.

Show Notes:
Tariffs Reignited: Best Stocks To Buy Now
Sector market data

Episode transcripts

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Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20).

Show Notes:
Why The Market May Hit A Wall Here
Here's Why I Increased My Tesla Position
Alphabet: Still A Buy
Palantir: It's Just Too Expensive Here

Episode transcripts

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Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed creating money out of thin air (25:15). China in focus (28:00). Nu Holdings' disruption (32:50). Mega caps eat the world (38:55).

Show Notes:
Nu Holdings: The Only Fintech In My Portfolio Right Now
Grab Q1 2025: It's Delivering Exactly What I Hoped
Private Payrolls Shed Jobs For The First Time In Years
Uber Vs. Lyft: Why I Buy Uber And Not The Other
Nu Holdings: Still A Buy But Not As Obvious As Before

Episode transcripts

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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 a joke (9:20). Metrics to look at - ARPU, very important (14:15). Netflix is still king (16:20). Disney's an interesting one (25:55). Warner Brothers' rebranding (33:30). DIRECTV doing some cool stuff, NFL free on YouTube, new Amazon numbers, Peacock still losing money (38:40).

Show Notes:
Super Bowl Streaming, Disney Deep Dive And Why Numbers Don't Lie
Netflix Releases Useless Data, But Still Considered The Gold Standard
Streaming Reality Vs. Fantasy With Dan Rayburn

Episode transcripts

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