I sit down with John Miley, Associate Editor with The Kiplinger Letter with a special focus on tech.
This is the first of three interviews with John. Each interview lasts around 20 minutes and focus on 5G Technology, Augmented and Virtual Reality, and Drones and Robots respectively.
For each podcast, John shares details about where each technology stands, where it appears to be heading, what companies will be most impacted, and what it will mean for the economy and consumers.
A quick overview of our first interview:
Companies mentioned: AT&T (T), Verizon (VZ), T-Mobile (TMUS), Sprint (S), Ericsson (ERIC), Huawei, Samsung, Cisco (CSCO), Qualcomm (QCOM), Juniper (JNPR), Intel (INTC), Apple (AAPL), Google (GOOG), Facebook (FB)
I hope you enjoy this first of three interviews with John Miley from The Kiplinger Letter.
I hope you enjoy my overview of Randall Forsyth’s Up & Down Wall Street column from this week’s Barron’s magazine.
In it, I discuss what some are calling “peak liquidity” and a turning point in Central Bank crisis policies.
Bret Jensen is one of my favorite resources when it comes to biotech investing.
We sat down a few days ago to discuss some of his favorite small cap biotech companies that have near term (mostly 4Q) catalysts.
A quick preview:
Companies mentioned: Pfizer (PFE), AstraZeneca (AZN), Allergan (AGN), Egalet (EGLT), Synergy (SGYP), Portola (PTLA), Dynavax (DVAX), Cempra (CEMP)
I hope you enjoy the interview.
Dirk Leach has been a consistent, avid, and successful investor for more than 30 years. His style is conservative and he primarily focuses on income oriented equities, bonds, preferred stocks and mutual funds.
In this interview, we have a follow-up conversation to an article Dirk wrote recently by the same title.
I appreciated his article and was glad for the chance to discuss it more and share that with you here.
A quick preview:
Companies and funds mentioned: S&P 500 (SPY), Vanguard Dividend Growth Fund Inv (NYSE: VDIGX), Vanguard Health Care Fund Inv (NYSE: VGHCX), Vanguard Energy Fund Inv (NYSE: VGENX), Vanguard Windsor II Fund Inv (NYSE: VWNFX), Vanguard Global Equity Fund Inv (NYSE: VHGEX)
I hope you enjoy the interview.
Adam Aloisi joins me to discuss Closed End Funds (CEFs). What are they, how do they work and what opportunity (or threat) do they presently offer?
A quick preview:
I hope you enjoy the interview.
Adam Aloisi and I sit down to discuss dividend stocks. Specifically, we talk about how risky dividends are at today's valuations.
A brief overview:
I hope you enjoy the interview.
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:
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:
I hope you enjoy the interview.
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:
http://investorinthefamily.com/
Robert from Double Dividend Stocks and I sit down to learn more about his approach to trading options.
A few highlights:
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:
Companies mentioned: Allergan, Sanofi, Acadia, Biogen, Merck, Portola, Mylan
I hope you enjoy the interview.
http://investorinthefamily.com/
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:
I hope you enjoy the interview.
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:
I hope you enjoy the interview.
Mark Hibben joins me to break down yesterday's Apple Event.
A few iPhone 7 highlights:
A few Apple Watch highlights:
I hope you enjoy the interview.
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:
I hope you enjoy the interview.
http://investorinthefamily.com/
http://onlineinvestingconference.com/
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:
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/
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:
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/
Ian Bezek joins us for the follow-up to his previous interview (An Editor's Pick on Seeking Alpha).
A few highlights:
I hope you enjoy the interview.
http://investorinthefamily.com/
http://onlineinvestingconference.com/
How many investing related emails are in your inbox right now?
How many tabs on your browser do you have opened to an investing article that you really want to read?
I have a subscriptions to the WSJ and as a result have a rain forest worth of paper piled on my office floor. Add to that The Economist and Bloomberg/Businessweek. I subscribe to all these because in my opinion they are some of the best sources of news available. But what's the goal?
Pick something you want to become at as investor or pick a classic investing book that you want to read. Then, actually plan the reading into your schedule. Identify quadrant 3 activities in your day and over rule them with life-giving quadrant 2 activities.
I hope you enjoy the rest of the show.
Lynn (aka "Dividend House") has been investing for over 30 years, but more recently began taking a much more hands on approach. In this interview, she dives into all the details of what it means to her to be a Dividend Growth Investor aka "DGI".
Jesse Moore comes out of the oil industry (upstream, midstream, and downstream) and brings with it special insights that help him as an investor.
Recently, he wrote about whether Tesla's autonomous vehicle program is a self-defeating business model and I wanted to sit down learn more about his thesis and thoughts.
He also wrote about how the first trillionaire will make their money and how space elevators will help. We talk about that as well.
Some hightlights:
I hope you enjoy the interview.
Dana Blankenhorn has been a tech journalist for forty years and knows the industry well. He recently wrote an article about how Apple (AAPL) surprised investors with their capital outlay and success in cloud computing.
In this interview we discus why cloud matters and how Apple is winning.
Of course, talking to Dana about tech is like opening a fire hydrant (in a good way!). He has so much to share and has a unique ability to express it in understandable and enjoyable ways.
Some highlights:
Other stocks discussed: Tesla, General Motors
http://investorinthefamily.com/
I hope you enjoy the interview.