StockTA's Steuer: Market's Rally Has It Due for a Pause, Awaiting Clarity
The episode explores why the recent market rally may be pausing, with Kevin Stewart of StockTA citing heightened geopolitical risks, oil price volatility, and inflation concerns that have pushed him out of equities more than any time since COVID. Guests David Gutierrez and Nolan Langford discuss alternative opportunities, highlighting private‑equity investments in late‑stage AI infrastructure—especially the shift from copper to optical networking—and how these themes can offer returns when public markets look uncertain. Stewart also outlines defensive ETF strategies he’s using while waiting for clearer macro signals. Overall, the conversation blends technical market analysis with forward‑looking private‑market themes to guide investors through a turbulent environment.
Dividend Myths That Distort Markets (W/ Sam Hartzmark) | #628
In this episode, MedFavor hosts finance professor Sam Hartzmark to debunk common misconceptions about dividends, especially the "free dividend fallacy" where investors treat dividend payouts as extra income without accounting for the corresponding drop in stock price. Hartzmark explains how...
Listener Questions: How Do I Create a Diversified Portfolio?
In this episode, retirement planner Roger Whitney breaks down how to build a diversified portfolio for retirees, starting with the fundamentals of diversification and asset allocation. He explains that diversification removes unsystematic risk while leaving only market risk, and that...
Meeting Primary Health Properties CEO: Lee and The IC
In this episode of Lee and the IC, Alex Newman and Lord John Lee sit down with Mark Davies, CEO of Primary Health Properties (PHP), the UK’s leading healthcare REIT. Davies outlines PHP’s 30‑year track record of dividend growth, its...
Are Robotaxis Coming to a City Near You?
In this episode of Motley Fool Money, the hosts discuss two major topics: QXO's $17 billion acquisition of Top Build and Tesla's rollout of robo‑taxis into Dallas and Houston. They analyze the strategic rationale behind Brad Jacobs' consolidation play in the...
Fiduciary Trust's Sanchez: Solid Fundamentals Will Win Out
In this episode, Ron Sanchez, CIO of Fiduciary Trust, argues that both macroeconomic and corporate fundamentals remain strong despite recent geopolitical shocks, and that earnings will ultimately drive market direction. Vijay Marolia of Regal Point Capital provides a week‑ahead market outlook,...
Stocks Rip to Record Highs, Leaving War in the Dust
In this episode the hosts dissect why U.S. stock indices are soaring to record highs despite geopolitical turmoil, rising oil prices, and inflation fears. They argue that the market’s rally is driven by a narrow set of AI‑focused mega‑caps that...
Nike’s Reality Check
The episode examines Nike’s ongoing turnaround under CEO Elliot Hill, focusing on flat Q3 sales, investor impatience, and the brand’s struggle to craft a compelling narrative despite strong product innovation and scale. BOF analyst Mike Sykes highlights modest wins in...
Goldman Sachs Kicks Off Earnings Season
Motley Fool Money kicks off earnings season with Goldman Sachs' Q1 2026 results, highlighting $17.2 billion in net revenue (up 14% YoY) and earnings per share of $17.55, beating expectations. The episode breaks down the bank’s mixed performance: equities revenue surged...
Cordoba's Sheikh: The Market's 'Dislocated Areas' Are Its Best Opportunities Now
In this episode, chief investment officer Abe Shaikh of Cordoba Advisory Partners discusses how the current oil market’s “dislocated areas” – such as supply constraints from the Red Sea and potential Hormuz closures – create lucrative opportunities as prices are...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Will AI Destroy the Software Industry?
The Motley Fool podcast episode "Will AI Destroy the Software Industry?" examines why software stocks have slipped as investors grapple with AI‑driven disruption. Hosts and guests identify SaaS firms most exposed to generative‑AI competition and contrast them with companies positioned...
Morgan Creek's Yusko Says to Invest in 'Uncomfortable Areas' Now
In this episode, Morgan Creek’s Chief Investment Officer Mark Yusko argues that the best opportunities lie in areas that make investors feel uncomfortable, highlighting the need to look beyond popular, over‑bought stocks. He discusses the current market volatility, the appeal of...
Mark Cooper on Global Small Cap Value, AI and Managing Small Cap Long/Short at MAC Alpha | S08 E13
Mark Cooper joins The Acquirers After Hours podcast to discuss his approach to global small‑cap value investing, the role of artificial intelligence in stock selection, and the mechanics of managing a small‑cap long/short portfolio at MAC Alpha. He outlines how...
Why Alphabet Is the Winner From Anthropic’s Incredible Growth
In this episode, the Motley Fool Money team discusses Anthropic’s explosive growth, noting its revenue run‑rate jumping from $9 billion to $30 billion in just 90 days and its focus on safety‑first AI models like Claude that are winning enterprise contracts. They...
AI & The Railroad Wars
In this episode Ari Van Gemeren draws a parallel between the 19th‑century railroad boom and today’s AI infrastructure frenzy, outlining five investor mistakes that repeated across eras: conflating transformative technology with guaranteed returns, pressure to deploy massive capital, insider extraction...
Opal Capital's Wicker: The Impact of Today's Headlines Will Be Short-Lived
In this episode, host Chuck Jaffe and Opal Capital president Wayne Wicker discuss why market reactions to headlines are often fleeting, emphasizing a long‑term perspective that has historically yielded 13‑14% gains over six months despite short‑term panic. The conversation then...
Investment Trust Show: Meet Two Standout Performers
In this bonus episode of the AJ Bell Money and Markets podcast, hosts Dan Coatsworth and Hannah Williford review recent investment‑trust performance, highlighting Temple Bar Investment Trust’s 45% total‑return and strong dividend growth, while noting the challenges faced by JP Morgan Global Growth...
Tuesday - April 7, 2026
In this brief market commentary, host Brian Seitel reviews the low‑volume trading day, noting a 1% market decline driven by geopolitical tension over the Strait of Hormuz and modest rises in yields and oil prices. He shifts focus to corporate...
Rainwater's Shaposhnik: Excessive Software Selloff Is Creating Attractive Buys
In this Money Life episode, Rainwater Equity CEO Joseph Shapochnik argues that the recent 50% plunge in software stocks—driven by fears that AI will cannibalize the sector—has created a deep discount, making these companies attractive investments at roughly nine‑times earnings...
Smooth Investing When the Ride Is Bumpy
In this episode of Motley Fool Money, hosts John Quas, Rachel Warren, and Matt Frankel tackle listener Brandon O'Shaughnessy's question about navigating the heightened market volatility of 2026. They explain that volatility is a normal part of market cycles—averaging a...
Money and Me: Investors and North Asia Edge
In this episode, host Michelle Martin talks with Vance Tan, Financial Services Manager at Phillip Capital, about why North Asia – Japan, South Korea, and Taiwan – is emerging as a new engine for global growth. Tan highlights Japan’s re‑rating...
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
In this episode, Owen Lamont of Acadian Asset Management and Harvard professor Randy Cohen discuss the evolution and appeal of private equity, focusing on its historically higher returns and lower reported volatility compared to public markets. They explore the concept...
Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:
The episode dissects Unilever’s £45 billion (≈ $55 billion) spin‑off of most of its food portfolio to McCormick, highlighting the complex deal structure that leaves Unilever with a 55% stake in the enlarged McCormick and a 10% share it must sell down, creating...
Markets Surge and Everything You Need to Know About SpaceX
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Dani Hewson review a volatile week in global markets, noting a rally driven by optimism over a potential de‑escalation of the Iran conflict and lower oil...
2355: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
In this episode Paul Hill and equity analyst Paul Scott dive deep into the world of UK small‑cap stocks, focusing on building‑products distributors, IoT monitoring firms, and other niche sectors. They discuss recent market volatility driven by geopolitical tensions and...
How To Manage The Impact From the IRAN War On Your Retirement Portfolio, #299
In episode 299, Ryan Morrissey examines how the Iran war’s surge in oil prices—up roughly 33% since late February—has driven a 6% dip in the S&P 500 and sparked market volatility. He explains why such shocks are often temporary, drawing parallels...
Wellington-Altus' Thorne: 'Sell War, Buy Peace' And the Expansion That's Coming
In this episode, host Chuck Jaffe and guests—including Jim Thorne, chief market strategist at Wellington‑Altus Private Wealth, and Vijay Maroglia, CIO of Regal Point Capital—debunk the panic surrounding the Iran‑related oil “terror premium” and AI hype, urging investors to "sell...
How We Invest In a Falling Market
In this episode of Motley Fool Money, hosts Travis Hoyam, Lou Whiteman, and Andy Cross dissect the Nasdaq’s 12% drop and the broader market correction, attributing the volatility to geopolitical tensions, soaring oil prices, and uncertainty around AI spending. They...
The Autonomy Economy Is Accelerating
In this episode of Motley Fool Money, hosts discuss the rapid acceleration of the autonomy economy in 2026, covering AI developments at OpenAI and the broader push toward autonomous vehicles and delivery. They critique OpenAI's unclear monetization strategy and its...
Forget FalconBridge. NexGen Is Gilman's Big Score
In this episode, host Trav sits down with Warren Gilman, head of Queens Road Capital and board member of NextGen, to recount his 25‑year career in mining investment banking. Gilman details landmark deals—including the $1.4 billion Falconbridge IPO, a record‑size secondary...
Sean Clark of Clark Capital: This Is No Time for Knee-Jerk Reactions
In this episode, Sean Clark, CIO of Clark Capital Management, explains why markets historically overreact to crises with an initial dip of about 7% but then rebound strongly over the following months, urging investors to avoid knee‑jerk reactions amid the...
Finding Value in Numbers
In this episode, Mark Gandy interviews Issan Isani about his book *Finding Value in Numbers*, which offers a practical, math‑light toolkit for CEOs, finance directors, and board members to assess and create value in growing businesses. They discuss the importance...
OpenAI’s Strategy Shift Ahead of IPO
The Motley Fool Money team discusses OpenAI's strategic pivot ahead of a rumored 2026 IPO, noting the company's shift from consumer‑focused side projects like a browser and video app to enterprise‑grade products such as the expanded Codex platform. They explore...
Make Your Money Last Forever, and the E-Shaped Economy
In this episode, Robert Brokamp outlines eight strategies to help retirees avoid outliving their savings, emphasizing realistic withdrawal rates, flexible spending, and the use of tools like Social Security optimizers and annuities. He also examines the current "E-shaped" economy, where...
Is Stagflation Creeping Into the Picture?
In this episode of Motley Fool Money, hosts Travis Hoyam, Jason Moser, and Lou Whiteman dissect the risk of stagflation in 2026, highlighting the recent dip in Q4 GDP growth to 0.7% and persistent inflation above 3%. They explore how...
The Tax Alpha Arms Race (W/ Wes Gray & Brent Sullivan) | #622
In this episode, hosts MedFaber, Wes Gray, and tax analyst Brent Sullivan dissect the growing "tax alpha" landscape, focusing on how investors can manage and mitigate tax drag, especially with concentrated stock positions. They explore a menu of strategies—from exchange...
Alexander Roepers on Constructive Activism and Concentrated Value in $KEX, $AXTA, and $FLS | S08 E09
In this episode, Alexander Ropers, founder and CIO of Atlantic, explains his firm’s disciplined, concentrated value strategy that targets mid‑cap industrial, product and service companies (US$2‑20 billion) while avoiding high‑tech, biotech, and opaque financial sectors. He emphasizes the importance of margin...
Value Manager Smead: 'This Is One of the Most Overvalued Markets in U.S. History'
The episode examines the current overvaluation of the U.S. stock market, with value manager Bill Smead warning that metrics like the CAPE ratio and Buffett’s indicator place it in the 95th‑100th percentile of historical valuations. Smead explains his disciplined, low‑risk...
Exciting (But Crowded) Opportunities
In this episode, Tyler Crowe, Matt Frankel, and Lou Whiteman discuss how once‑sparse industries are becoming crowded with startups and IPOs, focusing on the space sector and the emerging nuclear power market. They highlight the rapid influx of launch companies,...
Oil Rally Tests Diversification Strategy
In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
![ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://megaphone.imgix.net/podcasts/5a391928-ccce-11ed-863b-7bdbc773faf2/image/55364bb6a294c4be08365a4dccb94c73.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
In this episode Matt Russell and Bailey Gifford portfolio manager Tom Walsh dissect ASML’s rise from a struggling Philips spin‑out to the unrivaled supplier of extreme ultraviolet (EUV) lithography machines that power today’s AI‑driven semiconductor manufacturing. They explain the fundamentals...
Listeners Are Back Pitching Their Top Mining Stocks
In this episode the hosts reopen their listener‑driven stock‑pitch format, giving retail investors a platform to recommend junior mining companies. Two pitches dominate the discussion: Auric Mining (AWJ), a cash‑generating gold producer in Western Australia with a low market cap...
Derek Pilecki on Long/Short Financials Investing, Regional Banks, Non-Banks and Insurance | S08 E08
In this episode, Derek Pilecki of Gator Capital discusses why small‑cap and regional banks are deeply undervalued, trading well below historic 10‑14x PE ranges, and outlines his deep‑value, long/short strategy focused on financial services. He explains the lingering effects of...
MEBISODE: Even Berkshire Underperformed
In this episode the hosts use Warren Buffett’s retirement and Berkshire Hathaway’s historic performance as a lens to examine why even top‑tier investments can underperform for years. They focus on the Cambria Shareholder Yield ETF (SYLD), showing its long‑term outperformance...
What We Still Don't Know About Trump Accounts, Ep#295
In this episode Ryan Morrissey explains the newly introduced "Trump accounts" (530A accounts) designed to help children build wealth, detailing eligibility, contribution limits, and the $1,000 government seed fund for births between 2025‑2028. He walks through the still‑unclear aspects such...
River Wealth's O'Gorman: 'Time to Take Advantage of What the Market's Offering You'
In this Money Life episode, River Wealth Advisors’ CEO and CIO Ed O’Gorman warns investors that the market’s current concentration of a few mega‑caps inflates perceived risk for passive S&P 500 investors and urges a calm, strategic assessment of portfolio adjustments....
Jonathan Tepper on The Myth of Capitalism, His "Shooting Up" Memoir and $BKMG | S08 E07
In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...
Nothing But Net
The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while...