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The MarketBeat Podcast episodes
- Investing in What You Know Has Changed
Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started more than 13 startups. He brings that varied perspective to our market discussion today, sharing what investors can learn from studying the past, as well as offering some ideas about asset classes with future potential.
-Why Mike believes investors would benefit from “reviewing the tape” and learning from market and economic history
-How did various economies in the past weather periods of high inflation?-Why conditions in even smaller economies like Ukraine affect the global marketplace-How Mike’s experience as an immigrant influences his view of getting through periods of high inflation-How to view asset classes in terms of your time horizon, risk appetite and your own understanding of various instruments-Why Mike recommends dollar-cost-averaging names that you know-Why Mike’s version of “buy what you know” may be different from the traditional way you’ve heard that advice-Why Mike owned three stocks for years, and continued investing because he understood the businesses and had conviction in their potential-How to understand how to navigate the complexities of any given trade, based on your view of markets-Why commodities, such as energy and grains, will continue to be in demand, regardless of technological developments-Why does Mike see potential in the housing sector, given the challenges right now?How to contact Mike:
LinkedIn: https://www.linkedin.com/in/davismichaelp/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
28 min - Find Investing Opportunities For The Rest of 2022
Today, Kate’s guest is Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management.
Amidst all the understandable (and very real) doom-and-gloom in today’s market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months.
Kate and Rhys discuss:
-Why Rhys believes the worst of the market downturn may be behind us
-Does Rhys think bonds are about to reverse the string of poor performance and should be “your friend” again
-Why Rhys believes earnings estimates will decrease in the coming quarters
-Will the 60/40 portfolio work for the latter part of the year, and why?
-What are commodity prices saying about the future of the market?
-How should investors be looking at their allocations, while considering investments such as MLPs or REITs?
-Why dividend yields should be a part of your investment strategy?
-How does Rhys view the future of the energy industry, and what that means for investors?
-What is the future of REITs, given that they track different types of properties?
-Why Rhys sees the snack, soft drink and alcohol industries as potential defensive plays.
-Why Rhys sees a role for both funds and individual stocks in investors’ accounts
How to learn more about Rhys’ investment strategies:
https://spoutingrock.us/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
24 min - Portfolio Management in Market Downturns
Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn, with some very practical steps to allocate your money, as well as invest for tax advantages. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies - or lack thereof - can mean a significant difference when it comes to your bottom line. A bear market is a great time to review your holdings and optimize your account to preserve capital and take advantage of tax strategies.
-Why Clark says investors should remain calm through the bear market
-How investors can manage their holdings right now to realize losses for tax purposes-How to do a Roth IRA conversion, paying taxes in a year when the market is down, and have a tax advantage going forward-Why Clark advises using dollar-cost average to get a discount on funding your retirement account-Why it’s unlikely you can call the bottom of the market-The two biggest mistakes individual investors make-How Clark views fixed-income investing in this market-Why Clark likes dividend-paying stocks-An alternative way to invest in crypto-Pros and cons about using mutual funds-How to handle individual stocks for appreciation as well as tax management-How does Clark approach portfolio diversification? What types of vehicles does he suggest using within a portfolio?-How to plan for a retirement that may last 20 or 30 years- so you can maintain purchasing power and avoid running out of money in your golden years-What inflation rate and real rate of return should retirement investors be using right now? How can you do that calculation?kendallcapital.com
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
27 min - Bear Market Tips For Active Traders
In this episode, Kate chats with Dan Raju, CEO of trading platform Tradier. Dan has a unique perspective on how traders and investors are behaving in these market conditions, as well as who’s trading what. You may be surprised at what he’s identified.
Kate and Dan discuss:
-What dichotomies is Dan seeing, in terms of how traders with different styles are responding to the current market?
-Dan’s view of increased options trading in recent years-Who are the most active options traders right now?-Are traders basing their strategies on fundamentals or technicals?-Which stocks and sectors are seeing heavy trading as interest rates increase?-After steep declines in some tech stocks, are investors going back to fundamentals, as they evaluate future potential?-Does Dan see continued trading in the meme stocks? How do interest rate hikes affect meme-stock trading?-Are most investors looking for income or price appreciation?-How does the retail investor’s sentiment differ from that of professional investors?-How do international investors view U.S. stocks, and how are they affecting trading volumes?-Does having a negative sentiment actually help advisors gather assets?-Why Dan believes his firm’s recent trading volume has been its highest ever-What does Dan see at the macro level, when it comes to market changes since 2016?-Are newer traders behaving differently today, than in the past?-How did trading apps, fintech and lower trading commissions affect market growth?Stocks mentioned in this episode:
NFLXMETAHow to learn more about Dan and Tradier:
https://tradier.com/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
29 min - You CAN Make Money In a Bear Market, Here's How !
In this episode, Kate chats with regular guest Rob Isbitts, who, as always, debunks some traditional investing ideas, such as “buy the dip” and only going long while the market is in rally mode.
-Why Rob says it’s doesn’t matter whether we are in a bull or bear, and why he says it’s possible to make money now
-How to avoid panicking in a bear market
-Why it’s important to invest in the market we are given, not the market we wish we had
-Should investors shift their focus from individual stocks and toward ETFs?
-How can you play defense, while also knowing that your defensive investing is an offensive weapon?
-How should you use inverse ETFs?
-Which ETFs allow you to mix offense and defense?
-Do factors such as inflation, recession or the Fed matter to your investment strategy?
-What is the problem with so many investors now using charts? Using charts is critical, but what is the big mistake they are making?
-Why does Rob use multiple time frames in his chart analysis?
-How are the traditional indicators functioning today, in a fast-moving, algorithm-driven market?
-Why your stock is likely to follow the direction of its broad sector or industry, given all the ownership in index funds
-Is the traditional advice to “buy the dip” still a good idea?
How to find Rob:
https://www.sungardeninvestment.com/
Twitter: @robisbitts
LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
21 min - Ignore Traditional Investment Advice That Doesn’t Work
Today Kate chats with Peter Tanous, investment advisor and author of “The Pure Equity Plus Plan: Your Path To A Multi-Million Dollar Retirement.”
In this episode, Kate and Peter discuss:-Why Peter believes individuals should own stocks inside index funds, but should not be picking single stocks
-What Peter believes is the No. 1 cause of the current market decline-Is the market responding to the current decline in gas prices and commodity prices?-What action could the Fed take that may cause another market bull run?-What specifically should older investors do to preserve capital, once they have amassed wealth?-Should investors follow the traditional financial planning advice to diversify internationally?-What is the mistake investors make when using Modern Portfolio Theory?-Which asset classes could offer investors income in this environment?Peter’s Amazon author page:
https://www.amazon.com/Peter-J.-Tanous/e/B001H6SRVU%3Fref=dbs_a_mng_rwt_scns_share
https://www.lynxinvestment.com/Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
20 min - Is The Market Near a Bottom, Does it Matter?
Today’s interview is a little different, in that you get a LOT of market perspective from someone who’s been analyzing stocks from the ground up, for more than three decades.
In this conversation, Kate chats with Nancy Zambell, the chief analyst for the Cabot Money Club Letter - and Nancy has a really deep and varied background in the financial industry - as she mentions in this interview, she’s been a banker, real estate professional, and a stock market analyst.
Nancy tells us about her process, back in the day, of driving around the country, visiting small companies to get a first hand view of their operations - and she has some pretty funny stories about several of these experiences - and in addition to being a fun discussion, Nancy does offer some warning signs about what might give you pause, when evaluating a possible stock purchase
She also gives a detailed rundown of what SHE is looking for in a stock, using the time-tested value analysis pioneered by Benjamin Graham - who was Warren Buffett’s mentor.
Finally - Nancy also shares two stocks and one ETF that she recently featured in her advisory - and tells us why she believes these are worth watching - even as they are - like almost everything else - currently off their highs
Lots of gems here, and some fun, as well today - give a listen to Kate’s interview with Nancy Zambell, of the Cabot Money Club Letter
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
26 min - Spot Opportunities Even When Disaster Strikes
Today Kate sits down with repeat guest Andrew Chanin, Co-Founder and CEO of ETF manager ProcureAM. Andrew shares the story behind the launch of the Procure Disaster Recovery Strategy ETF (FEMA).
In this episode, Kate and Andrew discuss:
-The Procure Disaster Recovery Strategy ETF (FEMA), which seeks opportunities among companies engaged in recovering from natural disasters, such as hurricanes, fires, floods or earthquakes
-Why Andrew believes it’s important for investors to have exposure to this potentially growing category
-How the VettaFi Natural Disaster Response and Mitigation Index was developed
-Which diverse group of industries constitutes the index components
-How Andrew is bringing overseas companies, that may be difficult to access, to investors as part of the basket of stocks
-What little-known domestic stocks are tracked in the portfolio?
-Why the ETF is equal-weighted, rather than being market-cap weighted, like the S&P 500
Home Depot (HD)
Lowes (LOW)Maxar Technologies (MAXR)Generac (GNRC)Great Lakes Dredge & Dock (GLDD)Clean Harbors (CLH)Gorman-Rupp (GRC)Learn more about the Procure Disaster Recovery Strategy ETF
ProcureETFS.com
FEMA ETF: https://procureetfs.com/fema/
UFO ETF: https://procureetfs.com/ufo/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
24 min - How to Profit In The Bear Market
Today, on The MarkeBeat Podcast Kate is joined by a repeat guest, Rob Isbitts of Sungarden Investment Publishing. Rob specializes in ETF portfolios designed to deliver returns in any kind of market condition, including the current bear. In this conversation, Rob gives specific ideas for handling various allocations in your portfolio, and discusses how to approach inverse ETFs.
Rob’s take on current market conditions, using the S&P and the Nasdaq as a prism for the broader market
What does Rob see in the current “risk on/risk off”or “nickel and dime” market
How should you handle this market where equities will rise quickly, but fall again just as fast?
How can you combine your offensive investment strategy with a defensive component, without trying to time the market?
Are investors in a complacency phase or a despondency phase?
Is “buy the dip” outdated?
How should you handle the bonds in your portfolio?
How bond ETFs have come to dominate the fixed-income market, and why that’s a problem for investors
Why you should view bonds as another form of equity
How should you incorporate inverse ETFs, rather than cash, into your strategy?
If the market can’t hold a rally, but hasn’t yet bottomed, can the bear market end?
What investments can help you make more money, the more the market declines?
How to short the S&P 500 without using a margin account
Why it’s important to understand the construction of the ETFs you own
How to use ETFs instead of options
ETFs mentioned in this episode:
Cambria Tail Risk ETF (TAIL)
ProShares Short S&P 500 ETF (SH)ProShares VIX Short Futures ETF (VIXY)ProShares Short VIX Short Term ETF (SVXY)Learn more about Rob’s ETF strategies
sungardeninvestment.com
LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/
Links mentioned in this episode:
https://www.marketbeat.com/all-access/This podcast is hosted by ZenCast.fm
33 min - How To Navigate The Market Downturn Like A Pro
In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future.
In today’s episode, Kate and Kyrill discuss
-How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style approach to the retail market
-Why investors need exposure beyond traditional asset allocation
-Why active management makes sense in certain parts of the market
-In which asset classes does active management make sense right now?
-What approach using active and passive management does Krill suggest?
-What is a macro strategy, and should you be basing your investment mix on that?
-Why the financial services industry’s incentives are not always aligned with individual investors’ needs.
-Do you still need equity exposure in this bear market?
-What kind of fixed-income exposure should you hold right now?
-How should you make portfolio adjustments depending on what is going on in the market?
-Is the roboadvisor concept of automatic rebalancing still in investors’ best interest?
-What is Kyrill’s view of distressed credit as part of a portfolio?
-What advantage can an active fund manager bring in the emerging market space?
How to reach Kyrill:
https://www.centerfin.co/
Twitter: @wallsthobbes
Links mentioned in this episode:
https://www.marketbeat.com/all-accessThis podcast is hosted by ZenCast.fm
26 min
About The MarketBeat Podcast
From the publisher's feed
The MarketBeat Podcast features stock market and financial news with special guests from MarketBeat.com, and interviews with the top names in investing and trading the market hosted by Kate Stalter.