Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15). This is an excerpt from a recent episode.

Show Notes:
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
Bitcoin Vs. Gold: What Investors Should Know
IBIT ETF sees surge in inflows as bitcoin nears all-time high

Episode transcripts

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Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)

Show Notes:
Markets And Dividend Investing Are Evolving - How To Take Advantage
Small Cap Nuance

Episode transcripts

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Daily Stock Picks' Gary Vaughan returns to discuss surviving the 'Great Crash of 2025. (1:00). How Gary uses fundamentals to pick his stocks (5:00). Tesla stock and Elon Musk (10:00). Investing around the tariff conversation (15:30). S&P 500 analysis (18:15). On owning Bitcoin (20:00). Tech ETFs vs stocks (25:25). Top stock picks (27:50).

Show Notes:
Stock Pickers Better Know When They're Going To Sell
Alpha Picks

Episode transcripts

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Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00).

Show Notes:
Brixmor Property Group Q1 Earnings Call Transcript
Brixmor website

Episode transcripts

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Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30).

Show Notes:
DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps
Stressful Markets, But Lots Of Opportunities In Tech
The Worst Has Happened To Super Micro

Episode transcripts

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Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35).

Show Notes:
Charting The Course In Shipping With J Mintzmyer
Note Of Caution On Shipping
Shipping, logistics stocks rally as U.S.-China tariff pause eases trade tensions
Value Investor's Edge

Episode transcripts

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Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On Bitcoin and gold (46:00).

Show Notes:
Trump Playing Chicken With The World?
How Not To Invest
Masters in Business

Episode transcripts

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Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025  (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00).

Show Notes:
S&P 500: 6,000 By End Of 2024 - Sanjeev Sharma

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The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). (SDS) and going short on implied volatility (35:15). How dependent the US is on international trade, China in particular (41:50).

Show Notes:
Gold Is No Longer Safe: Why I'm Taking Profits On Gold And Miners
Will War Trigger A Bear Market And Spike In Oil?

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Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30).

Show Notes:
Gold, Guns, And The Market: What Rising Tensions Really Mean For Your Portfolio
The Crash Of 2025: One Chart That Will Flash A Final Warning
Platinum: The One Asset You Should Start Stacking Now Through DCA
Bitcoin's Onwards To The Top: Managing The Endgame

Show transcripts

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