Matt Caruso, President of Caruso Investments, joined the podcast this week to discuss how the last year or so has put so many investing lessons into such a short period of time. He discussed how his post-analysis led him to focus on relative strength in a variety of ways and how he approaches certain criteria as non-negotiables. Plus, we take a look at several trade ideas worth considering: Roku (ROKU), Natera (NTRA), and Freedom Holding Corp (FRHC). For the video version, show notes and charts,...
Jun 24, 2021•43 min•Season 1Ep. 118
Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021 into perspective. We also discuss a key macroeconomic factor that could lead to growth stocks getting their time in the sun once again. Plus, Cordisco analyzes the long-term fundamental stories for Amazon (AMZN), AMD (AMD) and Aptiv (APTV). For the video version, show notes and charts, visit invest...
Jun 17, 2021•40 min•Season 1Ep. 117
Zor Capital managing director Joe Fahmy joined the podcast this week to discuss historical market precedents that could signal where we might be headed next. Plus, Fahmy details five top tools in his toolbox to increase his probabilities of successful investing. We also analyze the action in the semiconductor sector with trades like Applied Materials (AMAT), ASML (ASML) and Nvidia (NVDA). Fahmy then gives his take on Align Technology (ALGN) and Albemarle (ALB). For the video version, show notes ...
Jun 10, 2021•46 min•Season 1Ep. 116
On this week’s podcast episode, MarketSmith product coach Scott St. Clair provides his take on the market’s current action and how he uses a “jealousy factor” to help determine his trading outlook. Plus, he details why position sizing is the key to unlocking significant outperformance. We also discuss three trade ideas to watch: Ovintiv (OVV), North Shore Global Uranium ETF (URNM) and Sea Limited (SE). Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 03, 2021•50 min•Season 1Ep. 115
IBD Senior Markets Writer Ken Shreve discusses the technical action needed to warrant putting the market back in a confirmed uptrend. Plus, he explains what investors should look for when a stock pulls back to its 10-week line so they can decipher charts like a pro. We wrap up by analyzing three stocks with solid action: InMode (INMD), Applied Materials (AMAT) and Upstart (UPST). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit me...
May 27, 2021•45 min•Season 1Ep. 114
Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer’s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 20, 2021•40 min•Season 1Ep. 113
Irusha Peiris, portfolio manager at O’Neil Global Advisors, joined the podcast this week to discuss the turbulent stock action and the dangers of a trendless market. He also reviewed how looking at industry groups and relative strength trends can help investors uncover stocks that are working. Plus, we take a look at a few stocks applying this lesson: Valero Energy (VLO), Sherwin-Williams (SHW) and XPO Logistics (XPO). For the video version, show notes and charts, visit investors.com/podcast. Le...
May 13, 2021•59 min•Season 1Ep. 112
Chris Retzler of Needham Asset Management joined the podcast this week to discuss action in small caps and how the chip shortage is affecting many areas of the market. Plus, we take a look at a few trade ideas of companies in various phases of development in the small cap to mid cap pipeline: Photronics (PLAB), Aspen Aerogels (ASPN) and II-VI (IIVI). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 06, 2021•43 min•Season 1Ep. 111
Kathy Donnelly, co-author of The Lifecycle Trade, joined the podcast this week to discuss her buy and hold rules for IPO stocks. She also explained how Bill O’Neil’s rules for stock selection helped her uncover life changing trades. Plus, we take a look at several stocks as they advance through different IPO phases: Snowflake (SNOW), Lyft (LYFT) and Roblox (RBLX). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adcho...
Apr 29, 2021•48 min•Season 1Ep. 110
Bill Studebaker, President and CIO of ROBO Global, joined the podcast this week to discuss how investors can get exposure to emerging trends in the artificial intelligence and robotics space. He also talked about how the robotics race has led to increased acquisition activity by big tech names like Microsoft (MSFT) and Amazon (AMZN). Plus, we take a look at a few trade ideas in this theme: Ambarella (AMBA), Teledyne (TDY) and ROBO Global Robotics and Automation Index ETF (ROBO). For the video ve...
Apr 22, 2021•44 min•Season 1Ep. 109
John Kosar, Chief Market Strategist at Asbury Research, joined the podcast this week to discuss different tactical models that can help investors spot and prepare for changes in market behavior. Plus, we take a look at several trade ideas that recently popped up on Asbury’s radar: Loews (L), VanEck Vectors Steel ETF (SLX), Nasdaq Inc (NDAQ) and Cardlytics (CDLX). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Apr 15, 2021•47 min•Season 1Ep. 108
Jordan Kahn, President and CIO of ACM Funds, joined the podcast this week to discuss strategies for managing risk in the current market. He also talked about how he uses CAN SLIM principles to uncover leading stocks. Plus, we take a look at a few examples of stocks that had high-volume breakouts: Canopy Growth (CGC), Mosaic (MOS) and Trade Desk (TTD). For show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 08, 2021•47 min•Season 1Ep. 107
MarketSmith’s Scott St. Clair joined the podcast this week to discuss the art of when to take profits or hold for a bigger gain. We also got an update from our hosts on the latest news on the IBD / News Corp deal. Plus, we look at several compelling trade setups as the Nasdaq looks to make a bullish move: Shockwave Medical (SWAV), Global X Uranium ETF (URA) and ASML Holdings (ASML). For show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adcho...
Apr 01, 2021•54 min•Season 1Ep. 106
Matt Caruso of Caruso Investment joined the podcast this week to discuss the choppy market action and the dangers of overtrading. Plus, this week’s stock ideas consist of three recent IPOs that could be poised for big gains: Shift4 Payments (FOUR), SelectQuote (SLQT) and Denbury (DEN). For show notes and charts, go to investors.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 25, 2021•44 min•Season 1Ep. 105
Eve Boboch of Roppel Capital Management joined the podcast this week to discuss the current market and lessons she learned trading Tesla (TSLA) in 2020. Plus, we take a look at several Covid reopening stock plays, including: Airbnb (ABNB), Uber (UBER) and Bumble (BMBL). For show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 18, 2021•52 min•Season 1Ep. 104
Scott Bennett, founder of Invest with Rules, joined the podcast this week to discuss how he uses institutional support to screen top growth stocks and establish sell rules. Plus, we take a look at several stock ideas that are seeing an uptick in institutional buying as Covid reopenings commence: Fivserv (FISV), Royalty Pharma (RPRX) and Upstart Holdings (UPST). For show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 11, 2021•41 min•Season 1Ep. 103
Zor Capital Managing Director Joe Fahmy shares his perspective on the current market turbulence and how learning from mistakes can help you be more nimble when making buy and sell decisions. Plus, we look at several stocks to consider for your watchlist as the market hits a rough patch: Inmode (INMD), Booking Holdings (BKNG) and Organogenesis (ORGO). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 04, 2021•45 min•Season 1Ep. 102
The Market Chat’s Richard Moglen joined the podcast this week to discuss three tips he’s learned in his young trading career to help new investors speed up their learning curve. Plus, we look at several potential stock ideas with recent tight trading action: ZoomInfo (ZI), Pinterest (PINS), DraftKings (DKNG) and Corsair Gaming (CRSR). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 25, 2021•1 hr•Season 1Ep. 101
Jon Najarian of Market Rebellion joined the podcast this week to discuss the current market action and how to handle highflying marijuana stocks and other names seeing short squeezes like GameStop. Plus, we take a look at several potential trade ideas, including Tesla (TSLA) and Nvidia (NVDA). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 18, 2021•58 min•Season 1Ep. 100
Sam Stovall, Chief Investment Strategist at CFRA, joined the podcast this week to discuss how to build a portfolio strategy around cyclical sector action. He also talked about Super Bowl outcomes and how certain winners affect market performance. Plus, we take a look at how to screen stocks based on sector and relative strength using Apple (AAPL) as a case study. For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Feb 11, 2021•45 min•Season 1Ep. 99
Diane Keng, CEO and Co-Founder of Breinify, joined the podcast this week to discuss the AI and customization trends driving growth in the retail and the e-commerce sector. Plus, MarketSmith’s Scott St. Clair analyzed three stocks that recently reported earnings: PayPal (PYPL), Qorvo (QRVO) and Qualcomm (QCOM). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 04, 2021•55 min•Season 1Ep. 98
O’Neil portfolio manager Charles Harris joined the podcast this week to discuss the wild market action as retail investors have pushed GameStop and AMC to new highs. Harris breaks down how investors can navigate the volatile short squeeze action around GameStop stock and how to manage risk. Plus, we take a look at three potential stock ideas: Crispr Therapeutics (CRSP), Grayscale Bitcoin Trust (GBTC) and Pinterest (PINS). For the video version, show notes and charts, go to investors.com/podcast....
Jan 28, 2021•1 hr 13 min•Season 1Ep. 97
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 21, 2021•59 min•Season 1Ep. 96
IBD’s Chief Content Officer Chris Gessel joined the podcast this week to discuss the growing trend of emphasizing sales growth over earnings in the market. He also explained how investors can develop a consistent investing routine. Plus, we take a look at several actionable stocks, including: Apple (AAPL), DocuSign (DOCU) and AirBNB (ABNB). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 14, 2021•58 min•Season 1Ep. 95
MarketSmith’s Scott St. Clair joined the podcast this week to discuss current market action. He also explained why the new year is the perfect time for investors to perform post-trade analysis to improve their portfolio performance for the year ahead. Also, we take a look at three potential stock ideas: Nutrien (NTR), Corsair Gaming (CRSR) and Uber (UBER). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 07, 2021•1 hr 3 min•Season 1Ep. 94
Kenny Polcari of Kace Capital Advisors returns to the podcast to discuss pivotal moments in stock market history over his 40-year trading career. He goes into detail about lessons learned during the 1990s tech bubble and the 2008 financial crash. For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 24, 2020•1 hr 3 min•Season 1Ep. 93
Hedge fund manager Jim Roppel joined the podcast this week to discuss his bullish outlook on the current market and lessons he’s learned from recent trading mistakes. Plus, we take a look at top growth stocks on Roppel’s 2021 watchlist, including PayPal (PYPL), Etsy (ETSY) and Qualcomm (QCOM). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 17, 2020•1 hr 13 min•Season 1Ep. 92
Ross Haber of TraderLion.com joined the podcast this week to discuss the volatile market action and how to make a trading strategy your own. He also discussed how he screens stocks using volume and relative strength lines. Plus, we take a look at four leading growth names using this screening method: Tesla (TSLA), Uber (UBER), Amazon (AMZN) and Zoom (ZM). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 10, 2020•45 min•Season 1Ep. 91
Leif Soreide, founder of Champion Team Trading, joined the podcast this week to discuss the choppy market action. He also explained the concept of being a risk-first trader. Plus, we take a look at several stocks, including those that have formed rare high, tight flag bases: Nio (NIO), Snap (SNAP) and Scholar Rock (SRRK). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 03, 2020•43 min•Season 1Ep. 90
Scott St. Clair of MarketSmith joined the podcast this week to discuss the current market action. He also explained why patience and imagination are important for managing winning trades. Plus, we take a look at several stocks, including recent IPOs: Snowflake (SNOW), Academy Sports (ASO) and Compass Pathways (CMPS). For the video version, show notes and charts, go to investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 25, 2020•1 hr•Season 1Ep. 89
