This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by DataTrek Co-founders Nick Colas and Jessica Rabe. Now that we are at the midway point of the first quarter, the group discusses the current macro environment and what’s to be expected in the second half, with DataTrek providing three possible scenarios. We also catch-up on what’s been going on in the land of crypto, with the thesis of “every day it doesn’t die, it gets a little...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short are joined once again by Andy Swan, founder of Likefolio and Jeff Macke, head of Macke Asset Management. The group picks up where they left off last week with a retail rundown ahead of earnings reports. Find out how Andy saw the downturn in Chipotle coming, why Jeff won’t bet against McDonald’s, and further thoughts ahead of Under Armour’s report tomorrow morning, and the home improvement...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short are joined by Andy Swan, founder of Likefolio and Jeff Macke, head of Macke Asset Management. The group discusses volatile markets and how to spot opportunities, as well as some expectations for upcoming retail reports.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP, Christine Short are joined by Sean Udall, CIO at Quantum Trading Strategies. Ahead of big tech earnings out next week, the group discusses how the real bargains are within small and mid cap enterprise technology names as financials, insurance and industrials companies invest more in the cloud (human capital management, marketing solutions). Payment solutions, especially those in China remain favorites, while social...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Nick Colas, Co-founder of DataTrek Research and Mebane Faber, founder and CIO of Cambria Investments. The group discusses how to value equities now given changes in technology, market structure and the economy, the current crytpocurrency bloodbath and where things go from here, and the cannabis industry as the next retail powerhouse.

Welcome to the final Estimize Roundtable episode of 2017! This week Leigh and Christine are joined by Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street and Nicholas Colas, Co-founder of DataTrek Research. The group recaps 2017, and discusses expectations for markets, the economy, tax reform, interest rates, earnings, and crypto in 2018!

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group weighs in on the cryptocurrency craze, the current rotation out of tech and into industrials and financials, and reviews the general performance of the tech sector in 2017 while making predictions for 2018.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Nick Colas, Co-founder of DataTrek Research. Nick shares the findings of DataTrek’s recent Bitcoin survey and helps us understand how to think about cryptocurrencies as compared to other financial assets, the biggest hurdles ahead, and where he thinks this phenomenon is going from here. You won’t want to miss this episode!

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and Tonya Garcia, retail reporter for MarketWatch. The group discusses the start to the holiday shopping season and accesses the health of the US consumer, as well as what corporate tax reform could mean for the industry, and what companies might do with those savings.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Jeff Macke, head of Macke Asset Management, original cast member of CNBC's Fast Money and co-author of "Clash of the Financial Pundits," and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses the current state of US retailers, and how they expect certain companies such as Macy's, Home Depot, TJX Companies, Wal-Mart, Under Armor, William Sonoma and others will do this...

Welcome to the 101st episode of the Estimize Roundtable! To celebrate properly we’ve upgraded our studio equipment so that our listeners can enjoy a better sound, but the same great content! This week we have the top two Estimizers of the Q2 season joining us. Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the tech earnings season by industry, including cybersecurity, semiconductors and enterprise...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Joe McCann, CEO and founder of Slingshot Insights. The group discusses all things health care, including CVS’s bid for Aetna, Amazon’s move into pharma, and recent results from Celgene, Gilead and Intuitive Surgical.

And we’re back for an all new season of the Estimize Roundtable! This week we are joined by Nick Colas and Jessica Rabe, the team formerly behind the Convergex Morning Briefing and co-founders of the recently launched DataTrek. The group discusses autos, specifically where we are in the current US auto cycle, the dichotomy of performance from traditional auto companies GM and Ford, how far we really are from seeing mass adoption of self-driving vehicles, and where Uber and Lyft fit into the...

This week on the Estimize Roundtable, Estimize's CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and Nicholas Colas, former Chief Market Strategist at Convergex soon launching a new independent research firm. The group discusses everything automobiles, including auto names such as Fiat, GM, Ford, Ferrari, Tesla, auto parts retailers such as Advanced Auto Parts, Autozone, O’Reilly, as well as ride sharing services such as Uber, and...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Sean Udall, CIO at Quantum Trading Strategies and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. This week the group discusses the disastrous department store results, where the bright spots in retail are, and why everything in the space can’t be "amazonified". Other topics include a dissection of disappointing numbers from Snap, why Nvidia saw a...

This week on the Estimize Roundtable, Estimize's CEO, Leigh Drogen is joined by Jeff Macke, head of Macke Asset Management, original cast member of CNBC's Fast Money and co-author of "Clash of the Financial Pundits". They are joined by Chris Camillo, founder and CEO of Tickertags who considers himself a social beta investor. Today they discuss Snapchat and the retail names coming up in the earnings season.

This week on the Estimize Roundtable, Estimize's CEO, Leigh Drogen is joined by Sean Udall, an independent trader who publishes a technology strategy report and was previously a risk manager for a major financial company, and Nick Colas who spent 8 years covering autos at Credit Suisse and has a wealth of knowledge across many aspects of the market. Today they discuss reactions from the first half of this earnings season and look forward to the second half.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Joe McCann, CEO and founder of Slingshot Insights, and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses the health care space, which pharma and biotech companies are making advances, why the IBB is on a run, and expectations around health care reform and what the potential impact could be on providers, insurers, consumers and the...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Sean Udall, CIO at Quantum Trading Strategies. With tech stocks as the best performers of 2017 thus far, rising 17%, we take a look at upcoming tech earnings expectations in cybersecurity (FEYE, IMPV, PANW, CYBR), fiberoptics (CIEN, FNSR, LITE), and semiconductors (AMBA, NVDA, MU, IDTI). Netflix kicks off the tech reporting season on Monday after the bell.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Jeff Macke of Macke Asset Management. The group discusses all the recent activity in the retail sector, including Amazon’s acquisition of Whole Foods and partnership with Nike, and who the winners and losers of those deals will be, Wal-Mart’s acquisition of Bonobos and the impact on Target and department stores and Blue Apron’s IPO, as well as debate around what will become of...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Jeff Macke of Macke Asset Management and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses the current state of US retailers, and how they expect certain companies such as Home Depot, TJX Companies, Urban Outfitters, Footlocker, Limited Brands, Wal-Mart, Ralph Lauren, Gap and others to report this season.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Nick Colas, Chief Market Strategist at Convergex. The group discusses the recent historic lows seen in the VIX (CBOE Volatility Index), and what it means for investors. Topics also include the impact of the French election on global markets, as well as Monday’s announcement that Coach will be acquiring Kate Spade for $2.4B, as retailers make a grab for millennials in a hopes of...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Chris Camillo, Founder and CEO of Ticker Tags. The group discusses expectations for upcoming earnings reports including Facebook, Snapchat, Coach, Square and Five Below.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen, and SVP of Media, Christine Short, are joined by Nick Colas, Chief Market Strategist at Convergex and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses Snapchat’s initiated coverage ahead of the Q1 report, the Trump administration’s timeline for tax reform, the impact of the French elections on the markets and the student loan bubble.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by guests Jeff Macke of Macke Asset Management and Sean Udall, the CIO at Quantum Trading Strategies. With the Q1 Earnings season officially underway, we asked our guests to provide their picks for biggest expected surprises both to the upside and the downside. Their answers might surprise you!