David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Parallels to dotcom era (33:45).

Episode transcripts

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Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).

Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
The Bond Market Is On A Collision Course With Stagflation

Episode transcripts

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Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10).

Show Notes:
Powell In Jackson Hole, A Little Too Late
U.S. retail sales keep up the pace in August in stronger-than-expected print
Trump Proposes Shift To Semiannual Earnings
QI Research

Episode transcripts

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Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS risks (8:18). US based stock picks (14:40). Is Green Thumb (GTBIF) a buy? (19:45)

Show Notes:
Have Cannabis Investors Been Early Or Wrong Or Both?
Green Thumb Stands Alone. Billions In Debt Coming For MSOs
Cannacomparison portfolio
Alpha Picks

Episode transcripts

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Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.

Show Notes:
This Week Could Bring The Fed's Worst Nightmare: Stagflation
Portfolio Protection For Volatility Risk

Episode transcripts

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Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tariffs (15:40). Finding what's wrong with a potential investment (21:15).

Show Notes:
Intel Stock: Why The Trump Call Won't Fail
I Missed The Quantum Rally - I Won't Miss The Next One
Portfolio Spring Cleaning With Contrarian Clem Chambers

Episode transcripts

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Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00).

Show Notes:
High Conviction Ideas With Next Gen Investors

Episode transcripts

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David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bonds (12:30) How to think about high yield (14:00)

Show Notes:
Dividend And Growth Stocks For An Overvalued Market With David Alton Clark

Episode transcripts

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Gary Vaughan from Daily Stock Picks on the Fed meeting and buying the dip (1:20). Bonds might now be a once in a lifetime buy (3:45). Bitcoin, ethereum and owning crypto for the long-term (6:45). Nvidia earnings (13:45). Tesla's political train wreck, robotics future (17:30). Stock picking along with Steve Cress (22:30).

Show Notes:
Stock Pickers Better Know When They're Going To Sell
Steven Cress' Top 2025 Stocks
Did You Survive The Great Crash Of 2025?
Steven Cress' Top 10 Stocks For H2 2025

Episode transcripts

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Steven Bavaria, from Inside the Income Factory, discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). Diving into Barings Global Short Duration High Yield Fund (12:55). Ares Dynamic Credit Allocation Fund (15:15). This is an excerpt from last month's webinar, Investing For Income In An Uncertain Market.

Show Notes:
Steven Bavaria Takes Investors Inside The Income Factory
MPV And MCI: Great Funds, But Even Better With 'Dividend Holiday Trade'

Episode transcripts

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