The Odd Couple of Investing

The Odd Couple of Investing

By Stephen Weiss and James LebenthalBusinessEntrepreneurshipInvestingManagement
Download on the App Store

The Odd Couple of Investing episodes

  • Detente, Comrade Part Deux
    Steve and Jim get right into it, breaking down the opportunities in the market. Some of their moves may surprise you. Even Steve now sees opportunity but is he still bearish?
    26 min
  • Détente, Comrade?
    Crisis in the world forces Steve to call in from vacation. That doesn’t mean Jim is going to take it easy on him. What does the current conflict portend for the markets, for the economy, and for their favorite stocks? Tune in to hear the Odd Couple of Investing give their view from the big picture to individual buys and sells. Now more than ever, their experience and insight will help guide your financial decisions.
    33 min
  • A Hot War for The Odd Couple of Investing?
    In this episode, Steve and Jim bolster their creds as The Odd Couple of Investing. Perhaps fittingly, with Jim recording from the West Coast and Steve from the East Coast, they could not be further apart regarding their views on investment strategy, direction of markets, specific stocks and an acceptable dress code when visiting a child attending college in Los Angeles. They take different positions on the impact of a war in Ukraine and discuss what could be next with China Taiwan and if that is a reason to be concerned. But it always comes down to stocks with Jim trolling the dumpster for value while Steve prefers those that are actually delivering.
    33 min
  • Man of Steel
    Steve and Jimmy are visited by Lourenco Goncalves, the CEO of Cleveland-Cliffs, in this episode of The Odd Couple of Investing. Cleveland-Cliffs is one of the largest integrated steel companies in the world. Lourenco gives insight into the state of the economy and the importance of steel production to ESG initiatives. More than that, though, he give hope for a future in which America returns to its manufacturing roots - a transition that will enable higher quality of life for all Americans. While the episode includes the market insight and banter for which Jimmy and Steve are always known, Lourenco’s addition brings the discussion to a whole new level. Listen in!
    46 min
  • A Market of Stocks
    In the heart of earnings season, Steve and Jim, the investment world’s Odd Couple, give you their thoughts on where opportunities lie. No surprise, there are some disagreements. However, listeners will get some excellent insights into security analysis and risk management. Given the increased volatility of the stock market in 2022, you won’t want to miss this episode!
    41 min
  • The Market Opportunity: To Win or Lose?
    The Odd Couple of Investing digest the market turmoil. Jim may see opportunity to invest. Steve may see opportunity to get a beat down. They discuss all the issues that could impact your portfolio and decisions as well as predict the future (maybe) and throw in some stocks that have gotten particularly attractive.
    36 min
  • An Insider’s View on Automobiles and Stocks: Is the cycle over?
    Steve and Jim, The Odd Couple of Investing, welcome special guest Jay Feldman, CEO Of both Feldman Automotive and Mark Wahlberg Automotive. With brands including Ford, GM, Kia, Genesis, GMC and Hummer, Jay’s auto dealerships gross $2 billion in sales annually. He has also partnered with Mark in RV franchises. So who better to discuss the competitive landscape shaping up in EVs and opine on the fate of Tesla? Perhaps most importantly, Jay provides a true insider’s perspective on how much longer the auto cycle can continue.
    43 min
  • New Thinking on Markets for A New Year
    Bawdier than usual, the new year reveals a new side to the Odd Couple of Investing as Steve and Jim take “stock” of 2021 and discuss how they will be navigating the potentially troubled waters of 2022. After a family vacation in Miami Beach, Steve is convinced he has found the reason for the shortage of certain commodities while Jim muses on low snowfall in the Rockies, all tied into stocks and markets. They offer stocks that can perform regardless of the market, where they see opportunity and what’s on their post holiday shopping list. And, Steve gets a vocabulary lesson along the way.
    48 min
  • 2022, What’s On The Horizon, A Sailor’s View
    With Steve away, Jim stands the watch on his own. Released to his own devices, Jim ponders big picture risks and opportunities facing the financial markets on the cusp of the New Year. With a dive into the implications of recent congressional activity, Jim sees a good year for stocks ahead. On the other hand, some tailwinds turn to headwinds along the way. Investors should brace for a little more stormy weather. Ultimately, we all will get where we are going, even if calm waters are hard to find in 2022.
    19 min

About The Odd Couple of Investing

From the publisher's feed

The Odd Couple of Investing (formerly Taking It to the $treet) is hosted by well-known investors Jim Lebenthal of Cerity Partners and Stephen Weiss of Short Hills Capital Partners. Viewers of CNBC’s most popular show, The Halftime Report, understand how odd a pairing this truly is. With vastly different personalities, professional experiences and investment strategies, Jim and Steve are truly an odd couple, always entertaining while providing listeners with insightful, candid commentary on stocks, markets and virtually every asset class. With no large organizations to please and no filter on their thoughts, their fundamental approach to investing cuts through the emotion, the hype and the conflicts of Wall Street research, highlighting undervalued stocks where you can invest to generate returns regardless of market direction.