The MarketBeat Podcast

In today’s episode, Kate welcomes guest Sean Bonner, co-founder of Guild Financial, a self-directed investing and financial education platform, with a special focus on the military community. Sean’s background as a portfolio manager and Navy officer informs his view of the economy and his approach to investing. In this episode, Kate and Sean discuss:

What is the Fed’s role in the current market environment?

How should investors evaluate the sectors currently doing well?

What is a looming economic threat that may lie ahead?

How does the situation in Ukraine affect inflation?

How are agricultural commodities like wheat, soy and sunflowers different from oil and gas, in terms of continued availability?

How are the investors on Sean’s investing platform handling this current market uncertainty?

What are the most popular stocks on the Guild platform?

How should investors evaluate momentum stocks, after the big pullback this year?

What is the difference between a good company at a fair price and a fair company at a good price?

What’s the hidden danger of investing based on the story, but ignoring the valuation?

Why it’s important to understand the business model and revenue generation of companies you are tracking

What mistakes do investors make when it comes to diversifying their portfolios?

How to use broad-based ETFs for instant diversification

Why Sean likes the core/satellite methodology, and how he suggests implementing this

How “big Navy” is a good analogy for a core/satellite approach

Stocks and ETFs mentioned in this episode:

Teucrium Wheat Fund (WEAT)

Guild Financial: https://guild.financial/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In today’s episode, Kate chats with financial advisor and asset manager Marc Scudillo, who discusses some psychological aspects of investing in the current market, as well as the benefits of specific asset classes and investing styles.

-How should investors be viewing the market now?

-Could the market re-test previous lows?

-How will your portfolio likely perform relative to inflation in the short term?

-How have growth stocks done lately, relative to value?

-Is there a way to smooth out your rate of return, regardless of whether growth or value is leading?

-Why different equity asset classes will smooth out your rate of return

-How has the concept of gamifying the market has hurt many investors

-What should investors do with their investments right now?

-Do you understand the purpose for y our investments?

-What’s a way to improve your tax efficiency while the market is in a downturn?

-Why it’s important to buy as the market is trending lower

-How to utilize dividends to add to your portfolio right now

-Why dollar-cost averaging can lead to wealth in the future

-Which market segments continue to perform well in 2022?

-Despite strength in certain sectors, is it wise to avoid sector bets?

-How do you know if you’re diversified?

-Why holding a group of different funds doesn’t necessarily mean you’re diversified?

-How can you get assistance with your financial plan, without signing your money over to an advisor to manage?

-What’s the danger of misunderstanding your risk tolerance when it comes to market downturns?

-Why it’s crucial to avoid comparing financial notes with others, and instead, focus on elements of your financial situation that you can control in every market condition

Stocks mentioned in this episode

Exxon Mobil (XOM)

How to find Marc

www.eisneramperwmcb.com

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

Today Kate sits down with Nanette Abuhoff Jacobson, Managing Director and Multi-Asset Strategist at Wellington Management Company and Global Investment Strategist for Hartford Funds. Nanette gives us a fund manager’s perspective on the big picture, with a particular emphasis on how to allocate asset classes, and where investors should consider paring back or adding.

How today’s higher inflation, growth fears, and Fed rate hikes make today’s investment environment challenging

With growth not working at the moment, what other asset classes should investors be adding?

Should investors try to anticipate where the market’s going, given today’s unusual economic landscape?

How your time horizon should guide your investment decisions as you formulate a philosophy and framework.

Over the long time, the normal pattern of the economy is to grow, but the current environment means you should tilt toward a more defensive allocation

How should you allocate your portfolio given that fixed income is declining at the same time as equities?

Has the market already priced in some of the current risky scenarios?

Does Nanette believe the traditional 60/40 portfolio is dead, as many analysts are saying?

Should you be increasing your cash holding now?

How should investors include commodities in a diversified portfolio?

What is one of the few asset classes that can offer protection in a stagflation environment?

What’s the danger of making too many portfolio shuffles to avoid losses, but perhaps missing a new rally?

Read Nanette’s articles:

https://www.hartfordfunds.com/insights/market-perspectives/nanette-abuhoff-jacobson.html

Hartford Funds educational webinars:

https://www.hartfordfunds.com/resources/webinars.html

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In this episode, Kate’s guest is Tyler Laundon, editor of the Cabot Small-Cap Confidential and grand slam advisory Cabot Early Opportunities newsletters. Tyler shares his analysis of the small-cap asset class, within the lens of the broader market. He also offers some stocks he’s eyeing right now as potential watch-list candidates.

Do small caps require a different approach than large caps?

How have small caps performed, relative to the S&P 500 this year?

In addition to energy, what small-cap sectors have shown resilience?

How have small-cap earnings done so far in 2022? And what do analysts expect, going forward?

How do small-cap valuations look, after the broad market decline?

What upcoming Federal Reserve data are important for investors to monitor?

What hard-hit tech industry is Tyler keeping an eye on now, as valuations have come down sharply?

Why is Tyler watching the medical sector now, and where does he see promise, now that medical procedure volumes are growing again?

Are consumer-focused small caps set for a rebound?

What’s a conservative, defensive retailer where Tyler sees strength in an economy where consumers are prioritizing basic necessities?

Stocks discussed in this episode:

Gitlab (GTLB)

Where to find Tyler:

Cabot Early Opportunities: https://cabotwealth.com/advisory/cabot-early-opportunities/

Cabot Small-Cap Confidential: https://cabotwealth.com/advisory/cabot-small-cap-confidential/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In this episode, Kate sits down with Brad Conger, deputy chief investment officer at asset management firm Hirtle Callaghan. Brad offers a big-picture view of the current broad market conditions, along with some practical tips regarding portfolio allocations and ways to think about various asset classes.

How should retail investors handle the current uncertainty?

Why Brad thinks all current events are reflected in the prices of securities, and why that means there’s no need to overreact to market circumstances

To get the potential return of equities in the long term, investors need to stomach the downturns

How investors are at risk from remaining in denial long after a rally gets underway

Why the fundamental backdrop is strong right now, despite negative headlines

Are investors unrealistic about the kind of portfolio returns they should expect, given historical return?

Why it’s important to remind ourselves that the S&P won’t always deliver the kind of returns it did last year

Why changing horses mid-stream and changing your investment plan could derail your retirement nest egg

Despite the different labels on various asset classes, they are all exposed to aspects of the economy. This means a once-defensive asset may be at risk, depending on economic conditions

Why investors should have as much exposure to growth as they can, depending on their time horizon and risk tolerance

Why the investment industry doesn’t always make it easy to understand what you own, despite the labels on funds, other products

Stocks mentioned in this episode

Netflix (NFLX)

How to learn more about Brad and his firm

https://www.hirtlecallaghan.com/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In this episode, Kate talks about options with CC Lagator, co-founder of options trading platform Options AI. CC explains what’s wrong with the options-trading industry when it comes to helping individual investors, who tend to trade differently from the big institutions.

Kate and CC discuss:

Why CC and his co-founders saw the need for a new options trading platform for retail traders

How retail options trading can be riskier than the way institutions trade options

Why do investors need a plan to set themselves up for the probable

How to use options to position against an event happening

How even investors without interest in speculative options positions could use options to add income

If you’re a long-term holder in a stock you can use put spreads to help you avoid bad trading decisions at lows

On the upside, instead of making a decision to sell because a stock is extended, you could sell calls and call spreads against the holdings to help you gain income as positioning against an event happening

One of the greatest skills you can have as a professional trader or investor is your own cognitive biases: Options give you a way to have a plan to gain income

Hedging strategies allow you to ask the question of how you can sleep at night in a volatile market

How should people approach the current market?

Why CC believes it’s best to play for singles and doubles right now, rather than a home run with options right now.

How CC and Options AI train new options traders to succeed

How to learn more about Options AI:

https://www.optionsai.com/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

This week, Kate’s guest is Josh Hayes, long-time trader and founder of Big Wave Trading. Josh talks about adapting to the current market conditions, and how he manages trades with a view toward different holding time frames.

Why Josh believes some trading methodologies are outdated due to changing market conditions, as well as changes in the available information and algorithmic trading

Why he believes traders and investors need more than one approach in this market

How Josh approaches the question of capital preservation, and keeps his time horizon methodologies separate

Josh’s use of trailing stops as a stock moves higher

What setups and indicators Josh uses

What Josh is seeing regarding market bifurcation

How he manages risk and position sizing

How does Josh view the SPAC IPOs?

Josh has a rule: Never fight the Fed

Why Josh is currently not shorting stocks

What are the chart setups Josh is looking for in various market conditions

How the intense volatility means it’s difficult to hold on an end-of-day basis

Why Josh uses a breakeven stop in certain trades

Why he advises taking some profits right now, after even a small gain

What’s the most he’ll risk with his account capital in this market

What are the signals Josh is looking for to get back into the market fully?

How Josh has begun opening long-term positions in large cap stocks

What will Josh do if he sees a 50% Fibonacci retracement in this market?

What level is he looking for in the S&P 500 to go long?

Stocks mentioned in this episode

Hostess Brands (TWNK)

Where to find Josh

Twitter @BigWaveTrading

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In this week’s episode, Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. Dave discusses his barbell strategy to pair two seemingly disparate sectors for portfolio balance.

In this unprecedented market environment, with macro uncertainties causing intense selling, David is looking at the reasons behind the decline, which include rising concerns about a global recession.

Is a recession inevitable, following the yield curve inversion?

How David uses a barbell strategy, in this case with energy stocks paired with homebuilders.

What big factor those two disparate sectors have in common

Are energy-industry dividends and share buybacks attractive approaches to draw investors?

Which sub-industry within the energy sector David likes right now, due to a growing need for its products and services

Does the energy-sector weighting within the S&P 500 mean it’s under-owned, relative to past weightings?

How has the ESG movement been bullish for the energy industry?

Why the homebuilders sector has been a falling knife this year, despite rising demand.

David disagrees with other analysts that 2022 represents peak earnings in that industry, and why he sees potential for further earnings growth.

Are the effects of institutional home buying exaggerated?

How will higher interest rates affect the housing market?

What is the proper way to evaluate homebuilders, which also shows you the proper time to buy?

Is the traditional 60/40 portfolio simply looking through the rear view mirror in this environment?

Stocks Mentioned In This Episode:

Haliburton (HAL)

How to find David and Aptus

AptusETFs.com

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In today’s episode, Kate chats with AlphaCore Wealth Advisory CEO Dick Pfister about strategies for alternative investing. Too often, investors believe just adding some commodities or REITs is the answer to portfolio diversification. However, in this interview, Dick shares ideas for top-down portfolio construction that provides diversification to generate returns despite market volatility.

How Dick hopes to demystify alternatives for the individual investor

Stocks mentioned in this episode:

Qualcomm (QCOM)

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

In todays show, Kate chats with Bill Studebaker, president and chief investment officer at ROBO Global ETFs, an index, advisory, and research company focused on fast-growing industries including robotics, artificial intelligence, and healthcare technology.

In this interview, Kate and Bill discuss:

What is causing robotics and A/I to decline at a faster rate than the broader market

How have current events put tech companies in the eye of the storm?

How Bill’s robo index trades on earnings, and is designed that way to weather an economic storm.

Why companies in the automation field may bounce back due to large order backlogs? Does this mean certain stocks are mispriced right now?

What industries will benefit from increased automation?

How did various developments surrounding Covid give a boost to logistics and supply chain automation?

Will consumers drive the next round of demand in the supply-chain automation industry?

How is health care being transformed by surgical robotics providers?

What company in Bill’s portfolio enables Amazon to track and manage an ever-growing stream of orders?

What other company is a leader in the growing area of warehouse management solutions?

What does Bill expect to see with earnings among companies in the robo index this year?

How should retail investors approach the robotics and automation industry without getting caught up in hype?

Stocks mentioned in this interview:

Fanuc (FANUY)

ETF:

ROBO Global Robotics & Automation ETF (ROBO)

www.roboglobal.com

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm