James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).

Show Notes:
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
Is Elon Musk Right About A US Debt Crisis?
CPI inflation comes in softer than expected in May

Episode transcripts

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Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news team, and GME's Virtual Analyst Report, tell a story of a pretty fundamental change happening.

Show Notes:
GameStop Has A Unique Ability To Deploy Its Cash Unlike Any Other Investment Fund
GameStop: Priced For Turnaround Perfection (Technical Analysis)
GameStop reports $6B+ in cash, no new Bitcoin purchases since the last update

Episode transcripts

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The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).

Show Notes:
No Growth, No Margins, No Thanks: Why I'm Out On SMCI
I'm Loading Up On Energy Transfer
Nebius: Hyperscaler Aiming For Hypergrowth

Episode transcripts

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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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