3-days and it all changed… Yen Carry trade – Central banks breaking things. Markets move and investors freak out and The VIX makes a historic move. This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artificial intelligence in business. Since 2015 Daniel has focused ...
Aug 11, 2024•1 hr 2 min•Ep 881•Transcript available on Metacast Balancing risks and returns Gold - a good investment? Real Estate as an investment Setting up for success - with Guest Dr. Roger Silk. Roger D. Silk, Ph.D. is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth famil...
Aug 04, 2024•54 min•Ep 880•Transcript available on Metacast Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September rate cut probability of at 100% - lets discuss. Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®. Howard has been...
Jul 28, 2024•56 min•Ep 879•Transcript available on Metacast What is going on? Questions about the current market's sustainability... HUGE rotation into small-caps and financials. College planning - does it have to be so difficult? Guest - College planning expert Brad Baldridge. Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been shar...
Jul 21, 2024•58 min•Ep 878•Transcript available on Metacast Up and Up - what is next? So many questions about this market’s next leg…. Inflation- mixed messages – but the Fed is pushing the carrot Guest - Dr. Richard Smith When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to...
Jul 14, 2024•51 min•Ep 877•Transcript available on Metacast Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for markets? This episode's guest: our good friend , author and former banker Satyajit Das – all the way from down under Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk o...
Jul 07, 2024•1 hr•Ep 876•Transcript available on Metacast An interesting turn in politics. Looking at the "Awesome Portfolio" Having a healthy relationship with money with this week's Guest - Jared Dillian. Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentra...
Jun 30, 2024•49 min•Ep 875•Transcript available on Metacast Markets , Economics and Insights Looking to learn from one of the greats – GOAT! This episode's guest: Jim Rogers - The Investment Biker Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He h...
Jun 23, 2024•34 min•Ep 874•Transcript available on Metacast Stocks breaking out – tech mania continues Apple finally announces AI – investors love it CPI comes in – yields drop – it is Goldie Lox all over again! And our guest this week is Steve Sanders – EVP at Interactive Brokers Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and b...
Jun 16, 2024•51 min•Ep 873•Transcript available on Metacast Inflation comes and goes US Economy hitting a soft patch. Summer doldrums for markets. Guest Jim Bruce – Movie producer and writer of Money for Nothing and The Restless Billionaire. Money For Nothing, Inside the Federal Reserve - Jim Bruce - Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce's directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone's Refugee All Stars - finalist for the 2006 International Documentary Associ...
Jun 09, 2024•Transcript available on Metacast End of May – 2/3 of the quarter is over Waiting for the Split as shares rocket higher Looking for reasons to be bearish or bullish And our Guest – Ross Gerber of Gerber Kawasaki Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment i...
Jun 02, 2024•Transcript available on Metacast NVDA earnings so good it sucks the markets dry. Fed minutes – sounding a bit hawkish. Bond yields on the rise again. Copper falls – from all-time highs. Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors. Following stints in corporate finance and investment banking, Michael founded ETF Database (ETFdb) and grew it into the largest independent media property covering exchange-traded funds (ETFs). Under Michael’s leadership, the company...
May 26, 2024•Ep 870•Transcript available on Metacast Good noews! CPI - not so hot. Bitcoin and Gold blasting off Meme Stocks – fly then die Thomas Thornton, Hedge Fund Telemetry Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team...
May 19, 2024•1 hr 6 min•Ep 869•Transcript available on Metacast Market bonce continues and a few favorites breaking out… USD starts to roll – how long will that last? Guest, Frank Curzio – Curzio Research - he is naming names. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of ...
May 12, 2024•59 min•Ep 868•Transcript available on Metacast April ends with a thud. Oil prices comes in, Yields hold near recent highs. Flip Flopping Fed and maybe, perhaps could-be is the talk by Powell. And our guest - Tea Muratovic , Co Founder of Seasonax - provides 5 stocks with amazing seasonal trends. Tea Muratovic is an accomplished professional in the financial markets with extensive experience in the global market landscape. As a Co-founder of Seasonax, she developed an award-winning analytical tool that identifies promising trading opportuniti...
May 05, 2024•54 min•Ep 867•Transcript available on Metacast Kicking off the MegaCap Earnings - some concerning items. Rate Cut Bets Fizzle Yields Keep Rising The VIX – Hovering around 16 And our Guest – Johns Williams from ShadowStats John Williams, founder and publisher of ShadowStats.com. He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar. During his career as a consulting economist in the last 33 years, he has worked ...
Apr 28, 2024•1 hr 4 min•Ep 866•Transcript available on Metacast Herky-Jerky market action continues. Powell puts down the gavel. Tariffs enter the picture again And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing. Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. I’m also promoting my 2nd book, Retirement Money Secrets. Steve was ...
Apr 21, 2024•1 hr 4 min•Ep 865•Transcript available on Metacast What commodities look attractive here and why? Inflation CPI reports - just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA - Allianz Global Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously c...
Apr 14, 2024•52 min•Ep 864•Transcript available on Metacast Gold hitting new highs – and oil is on the rise Easy policy over in Japan While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years. In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020...
Apr 06, 2024•53 min•Transcript available on Metacast Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities. Goldilocks – SHE'S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portf...
Mar 31, 2024•1 hr 2 min•Ep 862•Transcript available on Metacast 
