The MarketBeat Podcast

Today, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally. -Amyris is in the synthetic biology space. -How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies -Its consumer products are based upon a molecule called hemisqualene -Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years -What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease -The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages -Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors -WANdisco owns the algorithm that allows live data migration to the cloud -This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba. -In May, WANdisco announced the largest contract in the history of the company. The stock began a big move. -Why Randy says consensus estimates for WANdisco revenue is too low -Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow Stocks mentioned in this episode: Amyris (NASDAQ: AMRS) Renalytix (NASDAQ: RNLX) WANdisco (OTCMKTS:WANSF) The video Randy refers to, to learn more about Amyris’ plant in Brazil: https://www.youtube.com/watch?v=6PwR8hxR3QA How to learn more about Randy and Pinnacle: https://www.pinnacle-associates.com/media-center Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Today, as the MarketBeat podcast celebrates the milestone of Episode 50, Kate welcomes back a popular guest, Jason Brown of the Brown Report. Today, he discusses three widely held large caps. If you don’t own these as individual stocks, you may own them inside index funds. Their sheer size means they have influence over index direction. Jason presents a strong bull case for the future of each stock, regardless of the current market downturn. And he shares why he believes they are likely to hold near recent support levels, rather than continue falling. In today’s episode, Kate and Jason discuss: -Why Amazon could be considered a “good company” because it has carved out a secure role as a company consumers trust to buy the goods they need and want. It’s hard for other companies to compete with that. -Jason believes the downside potential for Amazon is limited, but based on the chart, he sees more room to grow to the upside. He walks listeners through some of the price points he’s seeing. -What is the significance of the “unknown” business (at least to consumers) Amazon Web Servers, which has huge corporations as customers? -Jason’s next stock is Google/Alphabet, which he believes is one of the best positioned to emerge from the post-pandemic, interest-rate driven selloff -Why Google’s ad-based business model is likely to hold up even in a recession, or gas price increases or interest-rate hikes, even if some advertisers slash spending -Jason’s third stock is Tesla, where he sees ongoing potential due to the business itself, and the stock’s chart -Why Jason says it’s more important to look at Tesla’s future, not the news today, such as disappointing Q3 deliveries -Is there upside in not-yet-available products such as electric boats and motorcycles? -Why Tesla’s focus on EVs means it can continue growing without distractions, as the legacy automakers have How to find Jason, and download the Stock Market Starter Pack and Stock Options Starter Pack: https://thebrownreport.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Kate’s guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer. Stick around until the end, because Brian shares how to access Zacks research to get more ideas. -Why Brian’s utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise -The company has strong earnings growth, relative to the S&P 500 and may be able to pass along higher costs to its customers -Brian attributes the company’s recent blowout quarterly report to investments that the company has made over the years -Should investors be looking to utilities for a return beyond dividend yield? -Brian’s second stock, PepsiCo, also has earnings durability -How the company’s growth through acquisition has allowed it to have pricing power, by focusing on strong brand names -How Pepsi’s focus on Gatorade and its distribution deal with Celsius is helping the company expand its presence and loyalty in the youth market -Why Brian sees Pepsi’s distribution strategy as an edge in the supply chain where other manufacturers have fallen short -Brian’s third stock is an old-school industrial, Caterpillar, which has also navigated supply chains well -Why Brian sees Caterpillar as large earnings per share grower, based on increased infrastructure spending and the Inflation Reduction Act. -Why he sees this stock as attractive, although it’s not one he expects to behave like a red-hot growth stock Stocks mentioned in this episode Southern Company (SO) PepsiCo (PEP) Caterpillar (CAT) How to learn more about Zacks Investment Management www.zacksim.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Kate’s guest today is Kirk McDonald, portfolio manager at Argent Capital Management. Today, Kirk has three stocks to discuss, and all from different industries and with different market caps. He explains why each is a holding in his portfolio, and how investors should evaluate the business case. -Kirk’s first stock is Cheniere energy (LNG ): With Russia cutting off natural gas supplies for Europe, Cheniere is well situated to be a supplier -The company has the ability to grow its production significantly in the next few years -Why revenue growth has been increasing since March of 2021, and will continue -For the last decade, Cheniere has been investing in liquefaction facilities, meaning export capacity is increasing, while also increasing cash flow and profit -The company has been paying down debt rapidly -Why the explosive growth phase is just hitting this established company -The second stock Kirk discusses is Fair Isaac (FICO): The company is expanding rapidly from its existing line of business, the well known FICO score -How lower mortgage applications are affecting earnings estimates, but mortgages are not the bulk of the company’s business -Kirk’s last stock is government contractor ICF International (ICFI), a small cap that is involved in four growing areas in government spending -Why Kirk expects this company to benefit from the Inflation Reduction Act -How should investors allocate to smaller companies like ICF? Kirk looks at ways to balance market caps within his portfolio -How barriers to entry give a company like ICF an edge How to sign up for the Argent newsletter and learn more about the investment strategies -www.ArgentCapital.com To see the portfolio holdings and get more stock pick ideas: -www.ArgentETFs.com Stocks mentioned Cheniere Energy (LNG) Fair Isaac (FICO) ICF International (ICIF) Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Today, Kate’s guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks he discusses today, and frames those within the current market and economic conditions. This episode includes: -Newmont, the world’s largest gold miner, tends to be one of the first stock on the way up on optimism about gold, but also one of the first on the way down, as pessimism grows -Why Newmont and mining stocks are like “gold with a kicker” for investors who believe gold is boring -Why miners can give you leverage over owning just the hard asset of gold -Why the gold miners have to grow through acquisition, as resources get depleted, but investors wanted to see the big miners spend less money -How late-stage economic growth is generally good for gold and gold miners -Axel also discusses Walmart, which as a defensive stock, is a proxy for the current macro environment -As the economy is slowing, Walmart typically does better, as middle-tier consumers gravitate toward lower-cost stores -With a stagflationary environment, which can last a long time, investing in proxies for the consumer price index, like Walmart, can work as a defensive play -Why Walmart’s lackluster performance since late 2020 is a feature of a defensive stock, rather than a bug -Why Axel considers AMC the speculative stock to contrast with a defensive like Walmart -Why he believes the Fed needs to see a contagion risk before they will stop tightening. -What factors to watch to determine when the Fed will stop tightening -Why the meme stock of tomorrow won’t be the meme stock of today, like AMC -What makes Axel believe the market has not bottomed yet Stocks mentioned in this episode: Main discussion: Newmont (NYSE: NEM) Walmart (NYSE: WMT) AMC (NYSE: AMC) Twitter: @AxelMerk Merk Investments: https://www.merkinvestments.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate sits down with ETF portfolio manager Dave Gilreath, who offers a perspective on “dividend achievers” and why these deserve a role in your portfolio. Dave gives us ideas for some mid-caps that may not be familiar names, but are showing potential, and paying dividends, which offset price declines, even in a market downturn. -How do midterm election years in the US tend to affect the market? Why is it common to see a larger downdraft in midterm years? -Based on market history, what can we expect in the fourth quarter? -How is the strong dollar affecting markets at the moment? -What is the Nasdaq’s Dividend Achievers Index, and how does Dave use this in his investment strategy? -How do dividends offset the downside in a bear market? -Which of the Dividend Achievers has the least downside risk? -Why is a high P/E ratio not necessarily a concern when evaluating a stock with strong growth? -How companies outside manufacturing industries can flourish in a time of high inflation? -Why is a uniform rental and cleaning-supply company among the stocks Dave likes now? -How to evaluate whether a company is likely to contract or expand in a recession -Why does Dave like a mid-cap industrial distribution company that is a new Dividend Achiever? -Why buying during a time of market volatility can be advantageous to investors? -Why an old-school tech name has resurfaced as a top pick, despite trading at 1999 levels -What is driving the business rebound of this U.S.-based broadband networking leader? -How has the business model for networking companies changed over the years? -Why a beleaguered big industrial is on Dave’s list, despite being mired in litigation How to find Dave and Innovative Portfolios www.InnovativePortfolios.com Dividend Performers ETF (IPDP) Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

This week on The MarketBeat Podcast Kate’s guest is Michael Wang, founder of Prometheus Alternative Investments. Michael has done stints at Citigroup as well as hedge funds and understands the market from various perspectives. In this interview, he discusses why he believes institutional investors are positioned bearishly at this time, and how individuals should approach their portfolios as the summer rally seems to have fizzled. Topics in today’s interview include: -Why Michael says “Do not conflate the market today with the economy today” -Why the summer rally was due to better-than-expected Q2 earnings, as well as lower commodity prices, despite high inflation numbers -Why tech stocks, along with other growth names, are sensitive to interest rates, affecting their share prices today -Was the summer uptrend just a bear market rally? It looks that way. -Will the market continue to hold above its mid-June lows? -In which sectors does Michael see potential right now? Does he see continued interest in so-called FANG names? -Why does Michael see strength in the semiconductor space, despite poor earnings or guidance? -How retailers like Target are pulling forward bad news, whereas pandemic darlings like Peloton pulled forward good news. -Investors know the economy is challenging, but they are managing their expectations about earnings reports for that reason -How 2009 and 2020 were good examples of why you shouldn’t conflate the market with the economy. Markets price in economic recoveries before they happen. -Easy tips for holding stocks and avoid buying at the top and selling at the bottom Find Michael at www.prometheusalts.com Michael’s special offer for MarketBeat listeners to access the Prometheus platform: https://app.prometheusalts.com/invite-code  Enter code: BIRD for access Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, Kate’s guest is Tom Samuelson, chief investment officer at Vineyard Global Advisors. Tom remains optimistic about investors’ prospects going forward, even as the market reacts to the words of Fed Chair Jerome Powell about “pain ahead.” In this interview, you’ll hear Tom’s accurate forecast about the market’s response to Powell’s comments at the Jackson Hole summit. But Tom also offers several specific ideas regarding stocks he’s watching, and why. -How does Tom frame the current market conditions, with the worst first half of the year in decades for both stocks and bonds? -How government spending supercharged the stock market in 2020 and 2021, but valuations eventually corrected as the speculative bubble burst -How did the Fed’s increasing rates affect the market, particularly many techs, such as cloud companies? -Why Tom believes much of the bad news has already been discounted at this point, but he also believes the market is currently overbought and expects a pullback -“Don’t fight the Fed” is an old adage, and after Jackson Hole, it’s clear the Fed is not yet done raising rates- as Tom predicted in this interview -Inflation will eventually come down, but investors will have to wait it out -How the Ukraine war created supply disruptions and affected food commodities -What Tom means by “revaluing” stocks -Why you can look around and spot growing industries, like 5G -How Tom evaluates growth for his portfolio, using fundamental metrics -In this kind of an interest rate environment, why we’re seeing stocks at reasonable levels P/E levels -Why Tom sees secular growth in the cyber security industry, despite stocks still looking expensive, in terms of valuation -What is the “pick and shovel” analogy and why does it apply to stocks today? In which industries does Tom see this happening? -How should investors be approaching the markets at this juncture? Tom sees a battle between the macro environment and what the technicals are showing us -Why Tom thinks the market got ahead of itself, and what investors should look for -Listen to Tom’s prediction about Fed rate hikes- which was absolutely correct! Stocks mentioned in this episode: Twilio (TWLO) American Tower (AMT) ServiceNow (NOW) CrowdStrike (CRWD) Palo Alto Networks (PANW) Freeport McMoRan (FCX) Aptiv (APTV) How to learn more about Vineyard Global: https://www.vineyardglobaladvisors.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate welcomes back repeat guest Rob Isbitts, who offers a somewhat contrarian take on the market, but always with an eye on making money in any market condition. Today, Rob discusses his strategy for making portfolio withdrawals while still maintaining account value, and explains why his investing methodology is like fantasy football! -What story does Rob think the market is telling us now? -What is Rob’s proprietary Investment Climate Indicator showing in terms of risk over the next 12 months? -Rob uses a number of indicators as part of his ICI: What dangers are they flashing? -Which indicator is at its same level as in 1929, at the start of the Great Depression? -What is the bond yield curve showing, when it comes to predicting a recession? -How should investors approach the portion of their portfolio traditionally allocated to fixed income? -Why Rob says reaching for yield is not the way to navigate this period of time in the market -How does Rob suggest replacing the role bonds used to play in a portfolio? -Why Rob suggests you watch or rewatch the movie “The Big Short” -What is Rob’s proven strategy for “spinning out” income from an investment account while maintaining your original account value? -Why Rob uses ETFs to avoid the problems associated with individual stocks? -How to incorporate the “Avoid Big Loss” strategy -How Rob uses slots in a “fantasy sports” manner to allocate ETFs in a portfolio -Why aren’t investment advisors using Rob’s “spin” methodology? -What the biggest investment issue is for people who are 75% of the way toward retirement, given the current mess of a bond market, and without Wall Street’s help How to find Rob: https://modernincomeinvestor.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In today’s episode, Kate chats with guest David McNatt, executive vice president of Investment Solutions at AssetMark, an asset management platform. David is a specialist in ESG investing - which stands for investing with a focus on Environmental, Social and Corporate Governance concerns. David not only shares specifics about exactly what ESG investing is, but offers ways to avoid pitfalls and to understand exactly what kinds of companies you are buying, if you want to express your values or social concerns through your investments. In this conversation, you will learn: -Why it’s important to understand the distinctions between terms also used to describe ESG investing -Ultimately, investors want to drive a positive impact relative to a specific objective -How some investors can improve their financial outcome by incorporating ESG into their investing process -How investors who want to express a specific mission-driven objective can incorporate ESG -What ESG stands for: Environmental, Social and Corporate Governance, and how each of those areas of investment have different criteria -Why some of the ESG metrics can be predictors of how a company may perform in the future -Is an “exclusionary” approach to ESG investing the best way to allocate your portfolio? -Why it’s important for investors to understand that ESG investing is still evolving, and there’s no single uniform definition -What is “greenwashing” and why do investors need to be aware of this? -What should investors look for, when trying to determine whether a stock’s actions and business is aligned with its stated ESG objectives? What are some signs to look for? -How do you monitor ESG metrics among companies with operations or large parts of their revenue generated in emerging markets, where regulation and oversight may be less stringent -Why it’s important not to make assumptions about ESG-rated companies, when even Tesla lost its ESG rating with Standard & Poor’s due to safety and working conditions in factories outside the U.S. -Do you need to sacrifice return if you want to be an ESG investor? -You don’t have to guess about performance: Over a 22-year period, ESG has provided a comparable or even slightly enhanced return -Why institutional investors often have different objectives than an individual investor who is saving for retirement. -If you have a very specific investment objective, that impact orientation narrows the list of companies you can invest in -How does David suggest that you begin learning about ESG if you want to invest for a specific objective or to align your portfolio with your values How to learn more about AssetMark: https://www.assetmark.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started more than 13 startups. He brings that varied perspective to our market discussion today, sharing what investors can learn from studying the past, as well as offering some ideas about asset classes with future potential. -Why Mike believes investors would benefit from “reviewing the tape” and learning from market and economic history -How did various economies in the past weather periods of high inflation? -Why conditions in even smaller economies like Ukraine affect the global marketplace -How Mike’s experience as an immigrant influences his view of getting through periods of high inflation -How to view asset classes in terms of your time horizon, risk appetite and your own understanding of various instruments -Why Mike recommends dollar-cost-averaging names that you know -Why Mike’s version of “buy what you know” may be different from the traditional way you’ve heard that advice -Why Mike owned three stocks for years, and continued investing because he understood the businesses and had conviction in their potential -How to understand how to navigate the complexities of any given trade, based on your view of markets -Why commodities, such as energy and grains, will continue to be in demand, regardless of technological developments -Why does Mike see potential in the housing sector, given the challenges right now? How to contact Mike: mike@olivetreeridge.com LinkedIn: https://www.linkedin.com/in/davismichaelp/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, Kate’s guest is Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management. Amidst all the understandable (and very real) doom-and-gloom in today’s market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months. Kate and Rhys discuss: -Why Rhys believes the worst of the market downturn may be behind us -Does Rhys think bonds are about to reverse the string of poor performance and should be “your friend” again -Why Rhys believes earnings estimates will decrease in the coming quarters -Will the 60/40 portfolio work for the latter part of the year, and why? -What are commodity prices saying about the future of the market? -How should investors be looking at their allocations, while considering investments such as MLPs or REITs? -Why dividend yields should be a part of your investment strategy? -How does Rhys view the future of the energy industry, and what that means for investors? -What is the future of REITs, given that they track different types of properties? -Why Rhys sees the snack, soft drink and alcohol industries as potential defensive plays. -Why Rhys sees a role for both funds and individual stocks in investors’ accounts How to learn more about Rhys’ investment strategies: https://spoutingrock.us/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn, with some very practical steps to allocate your money, as well as invest for tax advantages. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies - or lack thereof - can mean a significant difference when it comes to your bottom line. A bear market is a great time to review your holdings and optimize your account to preserve capital and take advantage of tax strategies. -Why Clark says investors should remain calm through the bear market -How investors can manage their holdings right now to realize losses for tax purposes -How to do a Roth IRA conversion, paying taxes in a year when the market is down, and have a tax advantage going forward -Why Clark advises using dollar-cost average to get a discount on funding your retirement account -Why it’s unlikely you can call the bottom of the market -The two biggest mistakes individual investors make -How Clark views fixed-income investing in this market -Why Clark likes dividend-paying stocks -An alternative way to invest in crypto -Pros and cons about using mutual funds -How to handle individual stocks for appreciation as well as tax management -How does Clark approach portfolio diversification? What types of vehicles does he suggest using within a portfolio? -How to plan for a retirement that may last 20 or 30 years- so you can maintain purchasing power and avoid running out of money in your golden years -What inflation rate and real rate of return should retirement investors be using right now? How can you do that calculation? kendallcapital.com Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate chats with Dan Raju, CEO of trading platform Tradier. Dan has a unique perspective on how traders and investors are behaving in these market conditions, as well as who’s trading what. You may be surprised at what he’s identified. Kate and Dan discuss: -What dichotomies is Dan seeing, in terms of how traders with different styles are responding to the current market? -Dan’s view of increased options trading in recent years -Who are the most active options traders right now? -Are traders basing their strategies on fundamentals or technicals? -Which stocks and sectors are seeing heavy trading as interest rates increase? -After steep declines in some tech stocks, are investors going back to fundamentals, as they evaluate future potential? -Does Dan see continued trading in the meme stocks? How do interest rate hikes affect meme-stock trading? -Are most investors looking for income or price appreciation? -How does the retail investor’s sentiment differ from that of professional investors? -How do international investors view U.S. stocks, and how are they affecting trading volumes? -Does having a negative sentiment actually help advisors gather assets? -Why Dan believes his firm’s recent trading volume has been its highest ever -What does Dan see at the macro level, when it comes to market changes since 2016? -Are newer traders behaving differently today, than in the past? -How did trading apps, fintech and lower trading commissions affect market growth? Stocks mentioned in this episode: NFLX META How to learn more about Dan and Tradier: https://tradier.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate chats with regular guest Rob Isbitts, who, as always, debunks some traditional investing ideas, such as “buy the dip” and only going long while the market is in rally mode. -Why Rob says it’s doesn’t matter whether we are in a bull or bear, and why he says it’s possible to make money now -How to avoid panicking in a bear market -Why it’s important to invest in the market we are given, not the market we wish we had -Should investors shift their focus from individual stocks and toward ETFs? -How can you play defense, while also knowing that your defensive investing is an offensive weapon? -How should you use inverse ETFs? -Which ETFs allow you to mix offense and defense? -Do factors such as inflation, recession or the Fed matter to your investment strategy? -What is the problem with so many investors now using charts? Using charts is critical, but what is the big mistake they are making? -Why does Rob use multiple time frames in his chart analysis? -How are the traditional indicators functioning today, in a fast-moving, algorithm-driven market? -Why your stock is likely to follow the direction of its broad sector or industry, given all the ownership in index funds -Is the traditional advice to “buy the dip” still a good idea? How to find Rob: https://www.sungardeninvestment.com/ Twitter: @robisbitts LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate chats with Peter Tanous, investment advisor and author of “The Pure Equity Plus Plan: Your Path To A Multi-Million Dollar Retirement.” In this episode, Kate and Peter discuss: -Why Peter believes individuals should own stocks inside index funds, but should not be picking single stocks -What Peter believes is the No. 1 cause of the current market decline -Is the market responding to the current decline in gas prices and commodity prices? -What action could the Fed take that may cause another market bull run? -What specifically should older investors do to preserve capital, once they have amassed wealth? -Should investors follow the traditional financial planning advice to diversify internationally? -What is the mistake investors make when using Modern Portfolio Theory? -Which asset classes could offer investors income in this environment? Peter’s Amazon author page: https://www.amazon.com/Peter-J.-Tanous/e/B001H6SRVU%3Fref=dbs_a_mng_rwt_scns_share https://www.lynxinvestment.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today’s interview is a little different, in that you get a LOT of market perspective from someone who’s been analyzing stocks from the ground up, for more than three decades. In this conversation, Kate chats with Nancy Zambell, the chief analyst for the Cabot Money Club Letter - and Nancy has a really deep and varied background in the financial industry - as she mentions in this interview, she’s been a banker, real estate professional, and a stock market analyst. Nancy tells us about her process, back in the day, of driving around the country, visiting small companies to get a first hand view of their operations - and she has some pretty funny stories about several of these experiences - and in addition to being a fun discussion, Nancy does offer some warning signs about what might give you pause, when evaluating a possible stock purchase She also gives a detailed rundown of what SHE is looking for in a stock, using the time-tested value analysis pioneered by Benjamin Graham - who was Warren Buffett’s mentor. Finally - Nancy also shares two stocks and one ETF that she recently featured in her advisory - and tells us why she believes these are worth watching - even as they are - like almost everything else - currently off their highs Lots of gems here, and some fun, as well today - give a listen to Kate’s interview with Nancy Zambell, of the Cabot Money Club Letter Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate sits down with repeat guest Andrew Chanin, Co-Founder and CEO of ETF manager ProcureAM. Andrew shares the story behind the launch of the Procure Disaster Recovery Strategy ETF (FEMA). In this episode, Kate and Andrew discuss: -The Procure Disaster Recovery Strategy ETF (FEMA), which seeks opportunities among companies engaged in recovering from natural disasters, such as hurricanes, fires, floods or earthquakes -Why Andrew believes it’s important for investors to have exposure to this potentially growing category -How the VettaFi Natural Disaster Response and Mitigation Index was developed -Which diverse group of industries constitutes the index components -How Andrew is bringing overseas companies, that may be difficult to access, to investors as part of the basket of stocks -What little-known domestic stocks are tracked in the portfolio? -Why the ETF is equal-weighted, rather than being market-cap weighted, like the S&P 500 Home Depot (HD) Lowes (LOW) Maxar Technologies (MAXR) Generac (GNRC) Great Lakes Dredge & Dock (GLDD) Clean Harbors (CLH) Gorman-Rupp (GRC) Learn more about the Procure Disaster Recovery Strategy ETF ProcureETFS.com FEMA ETF: https://procureetfs.com/fema/ UFO ETF: https://procureetfs.com/ufo/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, on The MarkeBeat Podcast Kate is joined by a repeat guest, Rob Isbitts of Sungarden Investment Publishing. Rob specializes in ETF portfolios designed to deliver returns in any kind of market condition, including the current bear. In this conversation, Rob gives specific ideas for handling various allocations in your portfolio, and discusses how to approach inverse ETFs. Rob’s take on current market conditions, using the S&P and the Nasdaq as a prism for the broader market What does Rob see in the current “risk on/risk off”or “nickel and dime” market How should you handle this market where equities will rise quickly, but fall again just as fast? How can you combine your offensive investment strategy with a defensive component, without trying to time the market? Are investors in a complacency phase or a despondency phase? Is “buy the dip” outdated? How should you handle the bonds in your portfolio? How bond ETFs have come to dominate the fixed-income market, and why that’s a problem for investors Why you should view bonds as another form of equity How should you incorporate inverse ETFs, rather than cash, into your strategy? If the market can’t hold a rally, but hasn’t yet bottomed, can the bear market end? What investments can help you make more money, the more the market declines? How to short the S&P 500 without using a margin account Why it’s important to understand the construction of the ETFs you own How to use ETFs instead of options ETFs mentioned in this episode: Cambria Tail Risk ETF (TAIL) ProShares Short S&P 500 ETF (SH) ProShares VIX Short Futures ETF (VIXY) ProShares Short VIX Short Term ETF (SVXY) Learn more about Rob’s ETF strategies sungardeninvestment.com LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/ Rob@sungardeninvestment.com Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future. In today’s episode, Kate and Kyrill discuss -How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style approach to the retail market -Why investors need exposure beyond traditional asset allocation -Why active management makes sense in certain parts of the market -In which asset classes does active management make sense right now? -What approach using active and passive management does Krill suggest? -What is a macro strategy, and should you be basing your investment mix on that? -Why the financial services industry’s incentives are not always aligned with individual investors’ needs. -Do you still need equity exposure in this bear market? -What kind of fixed-income exposure should you hold right now? -How should you make portfolio adjustments depending on what is going on in the market? -Is the roboadvisor concept of automatic rebalancing still in investors’ best interest? -What is Kyrill’s view of distressed credit as part of a portfolio? -What advantage can an active fund manager bring in the emerging market space? How to reach Kyrill: kyrill@centerfin.co https://www.centerfin.co/ Twitter: @wallsthobbes Links mentioned in this episode: https://www.marketbeat.com/all-access This podcast is hosted by ZenCast.fm