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INVESTOR IN THE FAMILY Radio

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Now displaying: September, 2016
Sep 28, 2016

Overview

  • Debate
    • Lots of focus on Trump/Clinton debate
    • Will comments be made that will impact market? (Ex: Clinton and EpiPen)
    • Both candidates likely will put pressure on drug pricing
    • Candidate diverge on healthcare, energy, and taxes
    • Race is essentially tied and first debate will not likely have a major impact
    • Both opposed to TPP
  • Central Banks
    • Overshadowed by election
    • Fed has strongly implied december rate hike
      • Three dissenting members last week
    • Fed lowered target rate projections (as per usual)
    • BOJ left rates unchanged and will target rates at 0% as opposed to negative
    • This all boosted stocks last week, but didn’t really last

http://investorinthefamily.com/

Sep 26, 2016

Doug Eberhardt is the some of a commodities trader and has been working with gold and silver for years. Doug was kind enough to sit down with me and let me pick his brain for a few minutes.

A few highlights:

  • Why he used to bad mouth gold.
  • How we can trace the purchasing power of gold back for 1000s of years.
  • The two failed attempts by the U.S. to print money.
  • Why the financial media doesn't want you to buy gold and silver.
  • What it means to be an intelligent gold bug.
  • Why hyperinflation is not around the corner.
  • Why the dollar is not collapsing.
  • Why Doug is currently dollar bullish.
  • His expectations for a coming deflationary contraction.
  • What to expect from the metals following this contraction.

http://investorinthefamily.com/

Sep 21, 2016

Bret Jensen is back on the show to talk about his overall views on the market and what's getting him excited in the area of insider buying.

A quick overview:

  • What are the chances of a rate hike this week?
  • When should we expect the next rate hike?
  • What's holding the Fed back (hint: ECB and BOJ).
  • What the Fed should have done years ago.
  • What Bret sees as the two most undervalued segments of the market right now.
  • Why he likes housing as an investment.
  • Two housing companies with notable insider buying he sees potential in.
  • Two biotech companies with lots of insider buying and one looking for acquisition opportunities.
  • Tips on how investors can make the most out of insider activity.

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 20, 2016

Ralph (Shock Exchange) and I sit down to discuss some of his recent work on Valeant Phramaceuticals.

If you're like me, you've heard a lot about Valeant, but may not have a strong understanding of what's going on at the company.

After this interview, you should have a much clearer picture.

A few highlights:

  • What was Valeant's business model and how did it get them into trouble?
  • What's behind the great Valeant implosion over the past year?
  • Who is Philidor and how have they hurt Valeant?
  • Who all is suing Valeant and why?
  • What's up with the Bill Ackman insider trading accusations?
  • What is their present financial outlook (Hint: Yikes)?
  • Is there any good news?
  • The current bull case.
  • What is the company worth, and why?

http://investorinthefamily.com/

Sep 20, 2016

Barrons - Randall Forsyth

  • Undercurrents are driving sudden market movements, but not the ones everyone is blathering about.
  • Fed comments don’t fit the bill for the blame:
    • Short-term treasury yields typically are most sensitive to Fed talk, but they have shown little reaction
    • Fed Gov Lael Brainard reinforced her dovishiness, the opposite of what was expected
  • So, what is behind the fits in the stock market?
    • Unanticipated bounce in yields (little to do with Fed)
    • This is likely linked to expectations related to BOJ meeting this week
    • Another factor is the dramatic tightening of the U.S. presidential polls

http://investorinthefamily.com/

 

Sep 19, 2016

Robert from Double Dividend Stocks and I sit down to learn more about his approach to trading options.

A few highlights:

  • Why October 8, 2008 still haunts him.
  • Started Double Dividend Stocks on March 6, 2009 (Nice timing :)
  • What is the core concept behind Double Dividned Stocks?
  • Is it possible to manufacture a double dividend where it does not already exist?
  • Did you know Warren Buffett is a big options seller?
  • How (and when) to use cash secured puts.
  • How (and when) to use covered calls.
  • What space between strike and price to aim for.
  • When to sell LEAPS.
  • Is it best to buy or sell options?
  • Using options as portfolio insurance.

http://investorinthefamily.com/

Sep 14, 2016

Bret Jensen is back on the show to give us all an update on what is important and newsworthy in the biotech space right now.

Some highlights:

  • The interesting ride in biotech in recent months.
  • What the sector needs in order to move forward.
  • Update on latest biotech and pharma witch hunts.
  • What to expect from the sector after the election.
  • Updates on overall merger and acquisition activity and what to look for.
  • Why Pfizer and Allergan could make some big moves.
  • Why Gilead is under big pressure and what they may do about it.
  • What his two prime targets are for being bought out.
  • Thoughts on what will likely happen regarding a rate hike.
  • The big mistake that so many biotech investors make.

Companies mentioned: Allergan, Sanofi, Acadia, Biogen, Merck, Portola, Mylan

I hope you enjoy the interview.

http://investorinthefamily.com/

 

Sep 12, 2016

Lawrence Fuller has been investing professionally since the early 1990's and has plenty of battle scars from the Tech Bubble. Those scars set him up to whether the Great Recession a bit better and both of these events have him growing increasingly cautious today.

In this interview, we discuss his recent article "Sell Everything!" where he cites the current caution of Jeffrey Gundlach, Bill Gross, Stanley Druckenmiller, Jeremy Grantham, George Soros, and Carl Icahn, to name a few.

A few highlights:

  • Details about his "Tactical Approach" to managing his portfolio.
  • What he has in common with Jeffrey Gundlach.
  • Details about what he likes to call the "Monetary policy of lunacy."
  • The dangers of getting lazy in a market that only goes up.
  • Why it matters that everyone is looking bottom up and not top down in reference to stocks.
  • What it was like to wake up with heart palpitations every Sunday night during the last financial crisis.
  • How no one really knows how markets work today and why should scare us.
  • The danger of assuming "algos" will step in to prevent market crashes.
  • What he would do today if he knew a fiscal black swan event would happen in one year.
  • What he thinks may trigger such an event.
  • Are government bonds the biggest financial bubble in history?

I hope you enjoy the interview.

 http://investorinthefamily.com/

Sep 8, 2016

Brad Kenagy recently wrote an article titled, "Tesla Just Said What!" where he highlighted the following statement in a recent Tesla press release:

"While the P100D Ludicrous is obviously an expensive vehicle, we want to emphasize that every sale helps pay for the smaller and much more affordable Tesla Model 3 that is in development. Without customers willing to buy the expensive Model S and X, we would be unable to fund the smaller, more affordable Model 3 development."

I wanted to follow-up with Brad to learn more about his thesis.

A few hightlights:

  • Will Tesla need to raise more capital via secondary offerings leading to further stock dilution?
  • Does Tesla's current junk bond rating pose significant problems for raising capital?
  • Will Tesla ultimately be able to fund the Model 3?
  • Is the attempted acquisition of SolarCity an act of desperation?
  • Where do both companies presently stand regarding cash flow and profitability?

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 8, 2016

Mark Hibben joins me to break down yesterday's Apple Event.

A few iPhone 7 highlights:

  • Were there any surprises?
  • How to expect critics to respond.
  • Why Apple has its work cut out for themselves.
  • Why the new Jet Black finish is amazing and disappointing.
  • Are there any noteworthy appearance updates?
  • Headphone upgrades largely as expected, will anyone care?
  • Major improvements to the display, camera, and processor.
  • Early predictions for iPhone 8.

A few Apple Watch highlights:

  • Is Watch the new Apple darling?
  • Faster processor, but no LTE connectivity.
  • What does the new ceramic casing tell us about future products?
  • Will GPS and waterproofing improve adoption?

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 5, 2016

Jesse Moore is back on the show to share his personal approach to investing.

We talk about how he started about using probability weighted methods for investing in oil wells and went on to highly leveraged tech investing before landing on value investing as his preferred guiding philosophy.

We have a great conversation about weighing the risks of a future market crash and what to do with our portfolios in the meantime.

A few highlights:

  • Why he pulled all his money from the markets and started reading Graham and Buffett.
  • What it means to invest in a story instead of just a stock.
  • We discuss the current opportunity that copper is offering investors.
  • Why he thinks many commodities are poised to face a supply struggle in coming years.
  • How he handles the struggle of finding value in today's markets.
  • Should investors just wait for a stock crash instead of risking capital in overvalued markets?
  • Why he has most of money in cash (except for a high risk copper miner).
  • What his overall investing philosophy is and how it is currently shaping his portfolio.

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

 

Sep 2, 2016

Mark Bern is an established Seeking Alpha contributor who wrote a series of articles titled "Earnings Heading in the Wrong Direction."

I've had Mark on the show before and wanted to catch up with to learn more about his thesis.

Essentially, Mark has been looking beyond what companies are reporting to find actual GAAP numbers, then comparing them year-over-year to see what the real trends are.

A few highlights:

  • Are the reports that 60-70% of companies are beating earnings really a well crafted lie?
  • Why most companies no longer report GAAP earnings.
  • How companies earnings compare today compare with a year ago.
  • How much the difference between GAAP and non-GAAP earnings has grown in recent years.
  • How 2015 GAAP numbers compare with 2011 (Hint:Not well).
  • What's driving today's high market valuations.
  • How Mark defines what a quality company is and why it matters in a correction.
  • How he hedges in today's market environment.
  • How 2016 earnings are shaping up compared to 2011.
  • Where he sees strength in today's market.

Companies mentioned: Alcoa (AA), Trinity Industries (TRN), Apple (AAPL), BP (BP), Amgen (AMGN), Boeing (BA), Comcast (CMCSA), and AbbVie (ABBV)

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

Sep 1, 2016

Mark Hibben is one of my favorite tech experts when it comes to investing. Especially when it comes to Apple.

In this interview we dive in to the upcoming September 7th Apple event and what we should expect out of the new iPhone 7.

We also spend a few minutes addressing the EU tax decision and whether it really makes any difference to Apple.

A few highlights:

  • Is Apple the bad guy when it comes to the tax decision?
  • Is there any chance Apple will actually ever pay anything as a result of the decision?
  • What changes should we expect in regard to the iPhone 7 case and antennas?
  • What kind of screen upgrade will we most likely see?
  • What big changes are planned regarding the headphone jack and why should anyone care?
  • Thoughts on a late breaking rumor related to the mechanical buttons on the phone?
  • What Apple patents tell us to expect about future iPhone finger print technology.
  • Why a faster processor really matters.
  • How Apple has responded to recent zero day exploits regarding the iPhone.
  • How the iPhone camera will likely be upgraded on the Plus model phone.
  • Should we expect any big surprises?
  • Could Apple have an augmented reality accessory ready to reveal?

Companies mentioned: Qualcomm, LG, Samsung, Facebook

Find more work from Mark on Seeking Alpha.

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

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