The dollar has once again been surging and commodities have taken a blow. What's behind the bullish dollar and how might it impact earnings season?
I sit down with Ian Bezek to discus what's going on and what opportunities we could be looking for.
A quick overview:
Companies Referenced: AstraZeneca (AZN), Unilever (UL), Diageo (DEO), PowerShares Dollar Index (UUP), Euro Trust (FXE), Canadian Dollar (FXC), Yen Trust (FXY), Gold (GLD), U.S. Oil Fund (USO), Boeing (BA), Airbus (EADSF), Mexico ETF (EWW)
I hope you enjoy the interview.
Bond yields have been rising globally, does this mean the search for yield is over?
With interest rates rising and the Fed hinting at a rate hike in December, the yield landscape is changing.
I sit down with Ian Bezek to discuss what's going on and what we can do about it.
A quick overview:
Companies Referenced: 20+ year Tresuries (TLT), S&P 500 (SPY), 7-10 year Tresuries (IEF), 1-3 year Tresuries (SHY), PIMCO Total Return (BOND), Core Total US Bond (AGG), High Yield Corporate Bond (HYG)
I hope you enjoy the interview.
Overview
Adam, the "Dividend Sensei" and I sit down to discuss Gilead (GILD). Adam provides a fire hydrant blast of information and expectations regarding Gilead, including some thoughts on the possibility of Gilead being acquired.
If you'd like to jump ahead in the interview to the discussion on Gilead's acquisition prospects, it begins around the 20 minute mark of the interview.
A quick overview:
Companies Mentioned: Pfizer (PFE), JNJ (JNJ), Merck (MRK), Amgen (AMGN), AstraZeneca (AZN), AbbVie (ABBV)
Aurelien Windenberger and I sit down to discuss SolarCity's (SCTY) financial position in light of their announced acquisition by Tesla (TSLA).
Many are saying SolarCity will face significant capital needs in the near future. Is this true? If so, how much will they really need to raise?
A quick overview:
Richard Berger and I sit down to talk about his thoughts on an upcoming bear market. Richard shares what he's doing right now to make sure he is prepared for it.
This leads to an indepth conversation about Richard's overall investing approach. Out of the 100+ investing interviews I've conducted, Richard's approach continues to be one of my favorites.
A quick overview:
Companies Mentioned: SP 500 (SPY), Cogate (CL), Coca-Cola (KO), PG (PG), General Mills (GIS), PPG (PPG), Consolidated Edison (ED), Exxon (XOM)
Leo Nelissen and I sit down to discuss his current outlook on the for the S&P 500 (SPY). This leads us to a conversation about the ISM Index and Durable Goods Report. How can investors best understand and use them to their advantage?
A quick overview:
Overview
http://investorinthefamily.com/
Episode 100. I’m thankful to reach this milestone and thankful to each and everyone of you for helping to make this show possible. I’m genuinely humbled by your support and faithfulness.
In honor of episode 100, I am sharing a recording I did with David Stein from “money for the rest of us.” The show was originally recorded live from the TradeKing podcasting station. We were in San Diego a few weeks ago at a financial conference called “FinCon.”
While there we were given the opportunity to record a show together. We decided to discuss some of our biggest investing lessons learned in 2016.
I hope you enjoy it as much as I did.
I sit down with John Miley, Associate Editor with The Kiplinger Letter with a special focus on technology.
This is the final 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 third interview:
Companies mentioned: Amazon (AMZN), FedEx (FDX), UPS (UPS), Verizon (VZ), Ford (F), GM (GM), Toyota (TM), Honda (HMC), Tesla (TSLA) and more.
I hope you enjoy this final of three interviews with John Miley from The Kiplinger Letter.
I sit down with John Miley, Associate Editor with The Kiplinger Letter with a special focus on technology.
This is the second 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 second interview:
Companies mentioned: Google (GOOG), Apple (AAPL), Facebook (FB), Intel (INTC), Texas Instruments (TXN), Samsung, Sony (SNE), HTC, Lenovo, AT&T (T), Verizon (VZ), Comcast (CMCSA)
I hope you enjoy this second of three interviews with John Miley from The Kiplinger Letter.
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.