In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names.
Guest: Frank Curzio brings up some great points when it comes to earnings season. We also dig into some of his latest picks and in particular do some grilling for the pounding the table on General Electric (GE).
An update on last week’s economic and earnings results as well as what...
Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode.
Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His “Three Pillars” of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.
We discuss the major differences between value and...
A great conversation with Erik Townsend, host of the MacroVoices Podcast. We cover the current state of the economy with a focus on “Peak Cheap Oil” as well as what is actually going on in the hedge fund industry. Erik explains the Forth Turning and the 80-year cycle.
Markets don’t want to give up anything – even with a small hiccup on Thursday, every dip (minute by minute) is being bought. Volumes are average but there is so much fewer shares in the market these days with all of the buybacks that appears easier to push markets.
Guest, Kate Stalter and Andrew discuss behavioral finance and some of the ways that investors sabotage themselves. Kate provides a holistic approach to the world of investing while specializing in pre-retirement planning all in an effort to impart better money decisions.