This episode was recorded on Tuesday, May 16 and made available to premium subscribers that same day. To become a premium subscriber sign up on Supercast or Substack. Value Stock Geek rejoins the podcast to discuss recent portfolio acquisitions Google (GOOG), Meta (META), and Taiwan Semiconductor (TSM), what's on his watch list, and where and when he could be looking to buy. Content Highlights The case for Google stock (1:54); Artificial intelligence and how that is impacting Google's...

This episode was recorded on Tuesday, May 9 and a short highlights reel was made available to premium subscribers that same day. The full podcast episode followed a day later. To become a premium subscriber sign up on Supercast or Substack. Elliot Kallen, founder of Prosperity Financial Group, joins the podcast to discuss his expectations for a coming recession, to start this summer, and why some of the best opportunities may be in technology stocks and corporate bonds. Content Highlights ...

This podcast episode was recorded on Monday, May 1, and released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Brady Dale joins the podcast to discuss his book, 'SBF: How the FTX bankruptcy unwound crypto's very bad good guy' and offer his thoughts on the present and future of cryptocurrencies. Content Highlights Who is Sam...

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. To track a partial portfolio of Value Investing Substack, click here. Aaron Pek of Value Investing Substack joins the podcast to discuss his bullish outlook on three individual stocks and more generally the investment case for Malaysia. Content Highlights First idea: Intel (INTC) and why it can compete...

This podcast episode was recorded on Thursday, April 6, with an actionable highlights clip previewing the following day's non-farm payrolls released to premium subscribers that same day. The full podcast episode was then released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Mike Singleton of Invictus Research rejoins the podcast to...

This podcast episode was recorded on Thursday, March 23 and released to premium subscribers the following day. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Kevin Philip of Bel Air Investment Advisors joins the podcast to discuss why he's still bullish about technology despite seismic changes in that industry, his less enthusiastic take on cryptocurrencies, and other issues...

This episode was recorded in two parts, with a special segment added on March 14 to address the failures of Silicon Valley Bank and Signature Bank of New York. Premium subscribers gained access to this added segment the same day it was recorded. Here it has been merged into the same file to create a single episode. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Jake...

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Mark Szemeszki joins the podcast to discuss his highly profitable short crypto trades from last year and why his business cycle theory has him sitting in cash. Content Highlights Three-hundred-and-eighty percent (380%) returns last year. How did he do it? (2:47); The macro view and leading indicators...

A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 — almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Callie Cox of eToro joins the podcast to discuss her view that the Federal Reserve can engineer a 'soft...

A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 -- almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Robert Cote, principal at Cote Capital Management, joins the podcast to discuss his model of technology...

Joseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out. Content Highlights US home prices could be due for more declines, based on how housing starts and interest rates have been trending (2:15); How much of the strength of the labor market is due to interest rate hikes not having taken full effect yet? (4:09); Expecting a 'mild recession' may be as naive as anticipating a...

This podcast episode was recorded Jan. 18, 2023, with a short clip of actionable highlights distributed to premium subscribers the following day. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits, visit our Supercast or Substack and sign up! Mike Edwards, deputy chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss China's post-Covid reopening and why its impact on...

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he's expecting inflation to drop to 3.5% by the second half of the year. Content Highlights ...

Alex Chausovsky, vice president of analytics and consulting at Miller Resource Group, rejoins the podcast to discuss his surprisingly upbeat economic outlook for 2023, driven by a healthy labor market in the US. Content Highlights There may be a recession in 2023 but the US labor market should hold up just fine (3:03); The guest's assessment is due to first-hand knowledge as his employer is a recruiting firm. None of their clients are slowing hiring (5:37); The trend is due in part to...

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Kyrill Asatur, co-founder and CEO of Centerfin, joins the podcast to discuss his view on asset allocation going into 2023: why he is bullish on hard assets like energy and bearish on fixed income -- and why the inflationary environment is likely going to stick around. Content Highlights How Centerfin...

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Michael Pisani, aka Options Mike, joins the podcast to discuss why he's anticipating a year-end rally in stocks.  Content Highlights It's been a tough year for stocks and risk assets. That may be about to change (2:10); Jerome Powell and the Fed have twice this year fooled markets into anticipating a...

Premium subscribers received this episode several days early -- and without ads or announcements -- as they do all podcast episodes. Sign up on Supercast or Substack. You can also take our listener survey to receive a free month of access. Jeremy Cordon joins the podcast to discuss his Goldback creation. These gold-imbued currency notes are worth upwards of 1/1000 a troy ounce and are already circulating (and being used) for point-of-sale transactions. Content Highlights Goldbacks seek to...

A ‘highlight clip‘ of actionable items from this podcast was released to premium subscribers on Nov. 7, the same day it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Don't want to pay? Take our readership survey and get a month free. Bob Elliott, chief investment officer of Unlimited Funds, joins the podcast to discuss his views on the Federal Reserve, inflation, the midterm elections, and why stocks...

A ‘highlight clip‘ of actionable items from this podcast was released to premium subscribers on Oct. 24, with the full episode released the following day -- without ads or announcements. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Jason Shapiro joins the podcast to discuss his trading strategy, based on the simple premise that most investors are wrong most of the time. This approach requires trades to be crowded,...

A ‘highlight clip‘ of actionable items from this podcast was released to premium subscribers on Oct. 17 -- one business day after it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Kris Sidial of The Ambrus Group joins the podcast to discuss tail-risk hedging: how it works, why it's important, and how investors can still take advantage of volatility mispricings to protect themselves against further...

A 'highlight clip' of actionable items from this podcast was released to premium subscribers on Oct. 10. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Fabian Wintersberger joins the podcast to discuss his views on the economy, inflation, and Fed policy. Content Highlights The Fed will not succeed at bringing inflation down to 2%. There will be no soft-landing for the economy (2:48); Interest rate hikes will proceed...

This podcast episode brought to you by Covey -- Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Todd Sullivan of ValuePlays.com rejoins the podcast to discuss oil markets and the investment case for cannabis. Sullivan's call for $100 oil last year turned out to be prescient. Oil prices have retreated from their peak, but that will be short-lived, he says... (This episode was recorded Sept. 22,...

Premium subscribers received an eight-minute clip containing the most actionable highlights from this episode on Sept. 26. This is just one of many benefits of premium membership. For more visit our Substack or Supercast. Jordi Visser, president and chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism during this trying time for global financial markets. Content Highlights The environment is constructive for risk assets (2:26);...

This podcast episode was recorded on Sept. 16, with a short highlight clip containing the most actionable items released to premium subscribers that same day. The full episode was released to premium subscribers without ads or interruptions a day after recording.  Axel Merk, president and chief investment officer at Merk Investments, joins the podcast to discuss his views on stagflation, the Federal Reserve, U.S. dollar, and why the bottom is not yet in for stocks. Content Highlights ...

This podcast episode was recorded on Sept. 12, with a short highlight clip containing the most actionable items released to premium subscribers that same day. The full episode was released to premium subscribers without ads or interruptions a day after recording.  To accommodate this new format, and our new production schedule featuring weekly podcasts, subscription prices are scheduled to increase. However, the old rate can be locked in for a limited time through this link (also mentioned...