Season 1
Episodes
Is At&t a stock you can pick, investors are feeling bold again and Bank of America may not be your friend
1.) At&t jumps after Elliot takes 3 billion stake, sees stock at $ 60:Ā https://www.cnbc.com/2019/09/09/att-shares-jump-after-activist-elliot-management-takes-stake-sees-shares-nearly-doubling.html
2.)Investors are...
View Episode
Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards
Financial storm bears down on US commercial real estate: https://www.ft.com/content/658d937f-f804-4656-a9d8-428b9c2c917d
Dividend-Paying Stocks Spurned as AI Booms:...
View Episode
Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff
Boomers Got Hooked on Stocks:
https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-20-2023/card/boomers-got-hooked-on-stocks-now-they-can-t-let-go--WBfwsJSkJGxjhIEAeOek
Short Sellers have lost $ 120...
View Episode
Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal
When SVB and First Republic Collapes, So Did Their Employees Investments: https://www.wsj.com/articles/when-svb-and-first-republic-collapsed-so-did-their-employees-investments-59ce4715
Cramer Says Trim your...
View Episode
Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run
Wealth Management's $ 1 Trillion Conflict: https://www.financial-planning.com/digital-edition/june-2023
Calpers ups VC allocation: https://pitchbook.com/news/articles/calpers-venture-asset-class-tiger-lightspeed...
View Episode
You can't hide from AI hype, retirement changes to know and broker steals from his mother
Nowhere for Investors to Hide From AI Hype: https://www.wsj.com/articles/nowhere-for-investors-to-hide-from-ai-hype-7cb52fd7
Retirement-Savings Changes You Should Know About for 2023:...
View Episode
JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.
JP Morgan Builds Unit for World's Richest Families: https://www.advisorhub.com/jpmorgan-builds-unit-for-worlds-richest-families-in-wealth-bet/
Ex-Morgan Stanley Broker Gets 7.25 years over 7.25 million fraud:...
View Episode
Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound
Housing Bust Comes for Small Time Investors: https://www.wsj.com/articles/a-housing-bust-comes-for-thousands-of-small-time-investors-3934beb3
How a Debt-Ceiling Crisis Could Play Out on Wall Street:...
View Episode
My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar
Scott Burns: Investment paralysis isn't to be lamented. It deserves praise....
View Episode
Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.
Berkshire Hathaway Latest Investor Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf
ChatGPT Is Causing a Stock-Market Ruckus: https://www.wsj.com/articles/chatgpt-is-causing-a-stock-market-ruckus-4b7cc008
Ā
View Episode
Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?
WSJ: Investors are piling into active ETFs https://www.wsj.com/articles/investors-are-piling-into-actively-managed-etfs-c9729056
WSJ Getting the Sharp End of the Investing Stick:...
View Episode
Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.
Picking A Stock for the Year 2048: https://www.wsj.com/articles/picking-a-stock-for-the-year-2048-66d90e
Stocks Still Aren't Close to Cheap:...
View Episode