AlphaNooner by AdvisorShares

Are investors overlooking boring stocks while the market chases AI? Eddy Elfenbein joins AlphaNooner to talk about the bond market, Federal Reserve policy, the excitement surrounding AI, and the investment case for less glamorous businesses.Eddy shares how he evaluates companies, identifies risks, and separates market narratives from business fundamentals.In this episode, we discuss: what earnings, interest rates, and the bond market could be signaling for stocks; AI valuations and market bubbles, including lessons from the dot-com era, the excitement surrounding Anthropic, and the risks of investing in transformative technologies; why established businesses with recognizable products and durable earnings can offer compelling investment stories; finding opportunities beyond the AI trade, with a look at companies including Nathan's Famous, Church & Dwight, and Amphenol; what AI disruption could mean for established companies such as Adobe and Intuit; and the discipline of stock picking, from evaluating business quality to maintaining conviction and knowing when patience matters.AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.Watch the full video on YouTube: https://www.youtube.com/watch?v=UPLEo_7ETdEFollow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

Companies are spending billions buying back their own shares, but not all stock buybacks create value for investors. What separates a smart share repurchase from a company simply spending cash?Minyi Chen joins AlphaNooner to explore the stock buyback boom, what repurchase activity reveals about corporate confidence, and where investors might find opportunities heading into earnings season.In this episode, we discuss: what makes a good stock buyback, and why reducing shares outstanding matters more than the size of a repurchase announcement; buybacks vs. dividends and what each reveals about corporate capital allocation; how Big Tech and AI leaders like Apple and Nvidia approach share repurchases; why buyback activity varies across sectors like energy and what those differences may signal; how investors can evaluate buyback activity beyond mega-cap stocks; and what to watch on earnings and market concentration as companies report results and allocate capital.Whether you're a financial advisor evaluating equity strategies or an individual investor looking to better understand stock buybacks, this conversation offers a closer look at the fundamentals behind corporate share repurchases.AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.Watch the full video on YouTube: https://www.youtube.com/watch?v=aW86-Z1q7AoFollow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

How do short sellers identify vulnerable companies, even when the broader stock market is rising? Veteran short seller Brad Lamensdorf joins AlphaNooner to explain the warning signs he watches, from aggressive accounting and weakening cash flow to valuations that depend on growth companies may struggle to deliver.We discuss why he favors shorting individual companies over broad market indexes; how rising borrowing costs could pressure earnings and stock valuations; where he sees risks in private credit, commercial real estate, and regional banks; his bearish thesis on Carvana and its valuation relative to other auto retailers; what he's watching in insurance, software, and consumer businesses during earnings season; and whether investors can remain bullish over the long term while selectively hedging risk.Lamensdorf shares his perspective on companies including Carvana, Oracle, DraftKings, and Western Alliance, and explains what he looks for beyond the headline earnings numbers.AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.Watch the full video on YouTube: https://www.youtube.com/watch?v=d0F1CwZtODUFollow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

How is the cannabis investment thesis evolving as investors await the next step in federal rescheduling? Sam Armenia, Director of Capital Markets at Vireo Growth, joins AlphaNooner to discuss regulatory catalysts, institutional investor interest, and the business fundamentals shaping the sector.Ahead of the October 21 deadline in the rescheduling process, we explore: his reading of the DEA's brief and what he's watching next; what's bringing investment funds back to cannabis, and what's keeping them on the sidelines; how consolidation, cash flow, and financing costs are changing the investment landscape; and why he believes many operators are better positioned today, and where uncertainty remains.AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.Watch the full video on YouTube: https://www.youtube.com/watch?v=Jexu9VmorwUFollow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

Is Canadian cannabis entering a new phase of growth, and what separates the companies positioned to succeed? Cannara Biotech (TSX: LOVE | OTCQX: LOVFF) COO Niko Sosiak joins AdvisorShares AlphaNooner to discuss the outlook for Canadian cannabis stocks, Cannara's competitive advantage in Québec, and its strategy for scaling profitably. We explore the company's expanded $34 million supply agreement with Curaleaf, growing demand for premium cannabis products, opportunities for international expansion, and what U.S. cannabis rescheduling could mean for the broader industry. Plus, what should cannabis investors watch heading into 2027?AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.Watch the full video on YouTube: https://www.youtube.com/watch?v=A8Lgmv8dHfUFollow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.