Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Noland started in the financial services...
Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment...
The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
NEW! DOWNLOAD THIS...
F1 Racing and the markets.
Earnings, economics and the Fed.
The casino – zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Stay Updated
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom...
The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Jim Rogers,...
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!
Tariff Fever – Markets don’t really care.
Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.
NEW! DOWNLOAD...
The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Professional trader Lawrence G. McMillan is perhaps best...
Jobs Job Jobs – not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
Follow @andrewhorowitz
John Pugliano is the author...
PCE – The Fed’s preferred inflation metric…
The VIX – pricing in smooth sailing – how to hedge…
And commodities – The one most interesting trade right now is…?
Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES...
The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs and Inflation – is it all a hoax?
Our guest this week – David Gaffen, Breaking News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies...
AI is coming to finance with some major Shifts to the investment landscape
Sumo Politics in full force.
We got a China deal, or did we?
Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Steve Sanders is Executive Vice President of...
How to invest, research and do it with skin in the game.
Is the USD vulnerable? You may be surprised by the answer.
How to identify under-the-radar opportunities.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
Frank Curzio can be reached...
