Conversations with Ken

Conversations with Ken

By conversationswithkenBusinessInvesting
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Conversations with Ken episodes

  • The Stock Market Sweet Spot
    Ken and Kirk McDonald, Mid Cap Portfolio Manager, land in the middle of the investment landscape. They set their sights on mid-caps, an often overlooked asset class that offers a sweet spot in the market and acts as a balance between growth and stability. Later in the episode, Kirk and Ken take a look at Argent's Mid Cap market performance and dive deep into Fair Isaac Company, the FICO credit score inventor.
     
    Follow Argent Capital Management
    LinkedIn: https://www.linkedin.com/company/argent-capital-management/
    Twitter: https://twitter.com/ArgentCapMgt
    Website: https://argentcapital.com/
    YouTube: https://www.youtube.com/@argentcapitalmanagement
    9 min
  • Thinking Big with Small Caps Stocks
    Ken talks to Peter Roy, Small Cap Portfolio Manager, about their shared excitement for small-cap stocks. They discuss the potential of small-caps in the current market, highlighting the earnings growth forecast for 2024. Peter shares insight into how government spending on infrastructure projects is benefiting certain small-cap companies, such as Herc Holdings and ICF International, and emphasizes their long-term potential. They also take a look at OneMain Holdings and Hamilton Lane, two stocks that have been a welcome surprise in a difficult sector.
     
    Follow Argent Capital Management
    LinkedIn: https://www.linkedin.com/company/argent-capital-management/
    Twitter: https://twitter.com/ArgentCapMgt
    Website: https://argentcapital.com/
    YouTube: https://www.youtube.com/@argentcapitalmanagement
    Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.
    9 min
  • There’s No Place Like the Housing Market
    Ken and Steve Smith examine the current state of the US housing market. They look at the unique dynamics at play, including interest rates, millennial household formation, and a shortage of inventory. Later in the episode, Steve shares his thoughts on two contrasting home builders: D.R. Horton and Green Brick Partners. Whether you're a first-time homebuyer or a seasoned investor, this episode is a must-listen!
    Follow Argent Capital Management
    LinkedIn: https://www.linkedin.com/company/argent-capital-management/
    Twitter: https://twitter.com/ArgentCapMgt
    Website: https://argentcapital.com/
    YouTube: https://www.youtube.com/@argentcapitalmanagement
    Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.
    16 min
  • The Big Fall of a Big Bank
    Earnings season is here! Ken and Jed Ellerbroek dive deep into the banking industry. They detail the fall of Silicon Valley Bank and speculate on future Fed regulations.
     
    Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/
    12 min
  • Not That Alamo
    Ken and Brian Reynolds, CFA, Senior Research Analyst, discuss Argent large cap holding, CDW Corporation and small cap holding Alamo Group, Inc. in the latest episode of Conversations with Ken.
     
    Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/
    10 min
  • What’s the Deal with January?
    Ken Crawford, Portfolio Manager, examines if the “January Effect” was in play for the month or if something else was going on.
     
    Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/
    7 min
  • Argent’s Market Recap for 2022 and 2023 Outlook
    Kirk McDonald, CFA, Portfolio Manager, joins Ken in the final episode of the year. They wrap-up 2022, look ahead to 2023, and celebrate Kirk’s new oven. 
    Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/
    17 min
  • Preliminary Earnings Results for the Third Quarter
    Listen as Ken Crawford, Portfolio Manager at Argent Capital, discusses the preliminary results for the third quarter earnings season with Jed Ellerbroeck, CFA-Senior Research Analyst.
     
    If you have a question for Ken or an idea for a podcast, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today.Thank you for joining us and we hope you enjoy this week's podcast. 
     
    www.argentcapital.com
    11 min
  • Finding Opportunities in Today’s Volatile Market
    In this episode, Ken speaks with Scott Harrison, CFA, Portfolio Manager at Argent, to discuss what opportunities he is finding in today’s volatile market.  
    If you have a question for Ken or an idea for a podcast, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today.Thank you for joining us and we hope you enjoy this week's podcast. 
     
    www.argentcapital.com
    11 min
  • The Past, Present and Future of Rate Hikes in 2022
    In this episode, Ken speaks with Jed Ellerbroek, CFA, Senior Research Analyst at Argent, to find out what happened to cause a rough first six months in the market, a spike in July and what factors Argent is looking for in in the last four months of 2022.
    If you have a question for Ken or an idea for a podcast episode, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today. 
    www.argentcapital.com
    11 min

About Conversations with Ken

From the publisher's feed

In the Conversations with Ken podcast, Argent Portfolio Manager Ken Crawford delivers a practical guide to understanding recent market and economic events. Through solo episodes and guest interviews with other Argent portfolio managers, you will walk away with a fresh perspective on the market as well as insights into some of our recent stock purchases and sales.