Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer’s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts, visit investors.com/podcast.

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Irusha Peiris, portfolio manager at O’Neil Global Advisors, joined the podcast this week to discuss the turbulent stock action and the dangers of a trendless market. He also reviewed how looking at industry groups and relative strength trends can help investors uncover stocks that are working. Plus, we take a look at a few stocks applying this lesson: Valero Energy (VLO), Sherwin-Williams (SHW) and XPO Logistics (XPO). For the video version, show notes and charts, visit investors.com/podcast.

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Chris Retzler of Needham Asset Management joined the podcast this week to discuss action in small caps and how the chip shortage is affecting many areas of the market. Plus, we take a look at a few trade ideas of companies in various phases of development in the small cap to mid cap pipeline: Photronics (PLAB), Aspen Aerogels (ASPN) and II-VI (IIVI). For the video version, show notes and charts, visit investors.com/podcast.

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Kathy Donnelly, co-author of The Lifecycle Trade, joined the podcast this week to discuss her buy and hold rules for IPO stocks. She also explained how Bill O’Neil’s rules for stock selection helped her uncover life changing trades. Plus, we take a look at several stocks as they advance through different IPO phases:  Snowflake (SNOW), Lyft  (LYFT) and Roblox (RBLX). For the video version, show notes and charts, visit investors.com/podcast.

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Bill Studebaker, President and CIO of ROBO Global, joined the podcast this week to discuss how investors can get exposure to emerging trends in the artificial intelligence and robotics space. He also talked about how the robotics race has led to increased acquisition activity by big tech names like Microsoft (MSFT) and Amazon (AMZN). Plus, we take a look at a few trade ideas in this theme: Ambarella (AMBA), Teledyne (TDY) and ROBO Global Robotics and Automation Index ETF (ROBO). For the video version, show notes and charts, visit investors.com/podcast.

ROBO Global’s Nina Deka on AI trends in the health care space: https://www.investors.com/how-to-invest/moderna-stock-coronavirus-vaccine-news-biotech-stock-buy-now/

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John Kosar, Chief Market Strategist at Asbury Research, joined the podcast this week to discuss different tactical models that can help investors spot and prepare for changes in market behavior. Plus, we take a look at several trade ideas that recently popped up on Asbury’s radar: Loews (L), VanEck Vectors Steel ETF (SLX), Nasdaq Inc (NDAQ) and Cardlytics (CDLX). For the video version, show notes and charts, visit investors.com/podcast.

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Jordan Kahn, President and CIO of ACM Funds, joined the podcast this week to discuss strategies for managing risk in the current market. He also talked about how he uses CAN SLIM principles to uncover leading stocks. Plus, we take a look at a few examples of stocks that had high-volume breakouts: Canopy Growth (CGC), Mosaic (MOS) and Trade Desk (TTD). For show notes and charts, go to investors.com/podcast.

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MarketSmith’s Scott St. Clair joined the podcast this week to discuss the art of when to take profits or hold for a bigger gain. We also got an update from our hosts on the latest news on the IBD / News Corp deal. Plus, we look at several compelling trade setups as the Nasdaq looks to make a bullish move: Shockwave Medical (SWAV), Global X Uranium ETF (URA) and ASML Holdings (ASML). For show notes and charts, go to investors.com/podcast.

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Matt Caruso of Caruso Investment joined the podcast this week to discuss the choppy market action and the dangers of overtrading. Plus, this week’s stock ideas consist of three recent IPOs that could be poised for big gains: Shift4 Payments (FOUR), SelectQuote (SLQT) and Denbury (DEN). For show notes and charts, go to investors.com/podcast

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Eve Boboch of Roppel Capital Management joined the podcast this week to discuss the current market and lessons she learned trading Tesla (TSLA) in 2020. Plus, we take a look at several Covid reopening stock plays, including: Airbnb (ABNB), Uber (UBER) and Bumble (BMBL). For show notes and charts, go to investors.com/podcast.

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