Trade Talk From A Hedge Fund Insider - podcast cover

Trade Talk From A Hedge Fund Insider

Trade Talk is a podcast that breaks down intermediate to complex stock trading strategies. The podcast looks to give a discussion of trading thesis from an expert point of view. Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Episodes

Recession in 2020? My thesis and strategy

In this episode I explain my macro out look on the US economy for 2020. It doesn’t get into fine detail as that is not the reason for the podcast . However it does explain my trading strategy and execution. Thank you for listening --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Dec 03, 201914 minEp 6Transcript available on Metacast

Lyft and Uber should make you think about the future.

Lyft and Uber having me reliving 2012... when Facebook was all the rage and I sold my shares too early when I could have just sat on them and been up 400%... listen to my thoughts on how ride sharing will mimic Facebook --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Nov 16, 201910 minEp 5Transcript available on Metacast

Bed Bath & Beyond is a Dinosaur

The corporate raiders are circling in on Bed Bath & Beyond I has created an opportune time to boost returns in your portfolio. Get my breakdown and form your own opinion. --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Nov 15, 201910 minEp 4Transcript available on Metacast

Dean Foods thesis and Bankruptcy explained

Get down to the nitty gritty and understand what Dean Foods Chapter 11 really means --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Nov 13, 201912 minEp 2Transcript available on Metacast

PGE thesis

California is burning and there is soon to be a changing of the guard with its biggest utility provider. Why PG&E is doomed and my take on how to profit --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Nov 13, 201913 minEp 3Transcript available on Metacast

Dean Foods trade thesis

In this episode we discuss America’s 3rd largest dairy producer Dean Foods (DF) and why their stock is prime to give you a 4X return on investment. --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support

Nov 11, 201925 minEp 1Transcript available on Metacast