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Pessimism's Return, Trump 2.0 Opportunities
With Phil Pecsok, Anacapa Advisors (full recording)
Feb 26
3
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52:19
Trouble in the Bond Market
Crimped demand for US Treasurys led to a sell-off in bonds and stocks — and renewed concerns about the global financial order…
May 22
3
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10:01
International Value Stocks Present Opportunity, Dividends Best Avoided
Featuring Meb Faber, Cambrian Investments
Jun 3
3
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43:58
Some Earnings, Economic Data
Stock futures are pointing to gains after President Trump agreed to delay new tariffs on the EU…
May 27
3
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6:33
Earnings Relief From Honeywell, Royal Caribbean
But not all news is good as results come in on a busy day of earnings…
Apr 29
4
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9:19
Tariffs Have Changed 'Plumbing' of Global Finance -- Risks Are Real
With Axel Merk, Merk Investments
May 2
2
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46:11
The Bull Case for Industrial Commodities, AI, and More
With Tony Greer, TG Macro
Sep 26, 2024
2
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31:47
Fed to Trim Rather Than Cut Aggressively; Trump 2.0; Opportunities in AI, Argentina
With James Fishback, Azoria Partners
Sep 5, 2024
2
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14
48:53
The Contrarian Investment Portfolio: Status Entering June 2025
The Portfolio had a positive May, though not as positive as its benchmark...
Jun 1
2
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Contrarian Investor Premium
The Contrarian Investment Portfolio: Status Entering June 2025
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Opportunities in Closed-End Municipal Bond Funds (Szn 6, Epsd 21)
Feat Jonathan Browne, RiverNorth Capital
Nov 19, 2024
2
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38:01
Nvidia Earnings
Futures are quiet after a big rally yesterday. Nvidia earnings after the close will likely set direction…
May 28
4
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5:40
Tariffs On, Powell Speech, Retail Sales
Tech stocks are dropping after tariff-inflicted pain from Nvidia and ASML...
Apr 16
2
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9:14
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