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Bullseye Brief

A spirited conversation for thoughtful investors with Adam Johnson of Bullseye Brief.
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Bullseye Brief
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Jul 17, 2019

Michael shared his tactical trades for 2019 at the start of the year, and he nailed the first half. Now he's back to talk 2H19 and beyond, European markets, and six strategic positions - including some Bullseye favorites.

Jun 19, 2019

Adam speaks with Dan Oliver, who only invests gold and gold mining companies. Dan shares is investment philosophies, and why gold can be an unpopular story. And according to Dan, with a historic credit bubble in effect, gold is poised to take off - once a few other conditions are met.

Jun 5, 2019
Former Clinton White House advisor Jamie Metzl explains why he wrote this stunning book on how scientists are literally hacking into our genes. It reads like a novel, and nothing is off-limits. To quote Dr. Sanjay Gupta, "If you read just one book on the future of our species, this is it." 
May 22, 2019

After 38 years on the Exchange, trading through the birth of the bull market and the Great Recession, working as a floor governor and CNBC contributor, Kenny Polcari is moving on. We've talked with Kenny about specific trades in the past, and this time he shares his perspective on the industry, and some broader trends in taxes and real estate. And, Kenny tells us what's next for him, and what's got him newly energized. Plus, try the chicken.

May 8, 2019

Adam sits down with Jitendra Waral at Bloomberg San Fransisco to talk about what's next for internet companies, from Amazon's long term strategy with Prime, to which company is growing fastest, and how much longer we can expect major growth.

Apr 3, 2019

DataTrek founder Nick Colas joins Bullseye Brief to share his insights on the ways AI is changing the landscape for investors - and society - and what you should do to prepare. Nick talks about rends in AI, and the most successful new AI start-ups from Y Combinator. Plus, which tech stocks Nick sticks to.

Mar 6, 2019

Hans Humes has built a billion dollar business helping countries emerge from crippling debt loads. He represented global bondholders in Greece, solved the 15-year lockout against Argentina, and pioneered revenue warrants across Africa. He's just back from Caracas and joins Adam to discuss the ongoing situation in Venezuela, and how policy changes might allow the country to settle their debts by leveraging resources. Plus, what many don't know about their infrastructure, and why Hans is excited about an area that many find intimidating.

Feb 20, 2019

According to Jessica Rabe, the marijuana market is set to keep growing, with legalization just a stone's throw away in New York and New Jersey. And with the national pot market poised to rival liquor, major beverage companies are taking interest too.

Rabe has been following the pot market since it first lit up in 2012, and she joins us to share her insights on the budding industry - from major stocks and big dates to investment strategies and untapped areas of the market. Plus, how the new market will respond to reg's, and what other states should learn from California and Colorado to avoid taking a hit.

Feb 6, 2019

With Trump and Xi still trying to strike a deal, and the 2020 presidential election on the horizon, we turn to Gordon Chang, author of The Coming Collapse of China, for expertise on the Chinese economy and the political factors helping decide the future of the global economy. With two big personalities at the bargaining table and several stakeholders on each side, we're talking about intellectual property, how the deal could affect markets, and what the takeaways are from such an unpredictable situation.

Jan 23, 2019

Thomas Lee, former tech analyst and accomplished Wall St. strategist, joins us to reflect on the brutal December market, talk trends for 2019 and beyond, and explain why long positions are a winning move. And, Tom shares some truly surprising facts about tech trends and cyclical FAANG performance.

Jan 9, 2019

It's a new year, but are we really late in the cycle? This week, we check back in with Weeden & Co's global strategist Michael Purves to forecast for 2019, and talk volatility, US, European, and emerging markets, and how to make it a good year of tactical trading.

Dec 12, 2018

With the VIX all over the place, we check in with Steve Sosnick, Options Strategist at Interactive Brokers. In addition to sharing his strategy for dealing with volatility, Steve comments on the Fed, and tells us where he's having fun - plus where we should be careful.

Nov 28, 2018

The holidays are upon us, and we've got a seasonal treat. We're joined by Chuck Grom of Gordon-Haskett, who's been ranked as #1 in Institutional Investor's All-American Research Team. Chuck breaks down the findings of his team's retail survey of Black Friday shoppers, talks what to expect in the next month of gift buying, and names some favorite retail stock picks. He even describes some of the research methods his team uses, and explains to Adam how his cellphone knew to show him ads from the store he'd just left.

Nov 14, 2018

Chris Oberbeck, CEO of Saratoga Investment Corp, joins us to talk about direct lending, Saratoga's model, automation, and why he's optimistic about the next few years.

Oct 31, 2018

Once he got a taste, Will Rhind became addicted to start-ups - and lucky for Will, he's good at them. After going from 30 to 360 million in 10 months, Will's start-up Granite Shares was named ETF issuer of the year. 

This week, the CEO and founder sits down with Adam to talk about his strategies, and what he makes of the hectic market.

Oct 17, 2018

It's been a wild week in the markets, so this week we're back down at the New York Stock Exchange speaking with 25-year trading veteran and floor governor Kenny Polcari about how the largest institutions are trading.

For more from Kenny, including his champagne pork chops, visit www.kennypolcari.com

Oct 3, 2018

This week we're joined by Kevin Landis, whose tech funds consistently out-perform the NASDAQ and S&P 500 multiple times over. Kevin's been one of the first to to many stories like Facebook, Twitter, and Amazon; and he hasn't failed to stay ahead of the curve with AI and biotech options. In this conversation, Kevin shares some of his investment philosophy - and some ticker options.

Sep 25, 2018

With XRP and Ripple in the news, we're taking a second look at our conversation with Cory Johnson, Chief Market Strategist at Ripple.

Sep 19, 2018

KPMG has just wrapped their annual survey of CEOs around the world, asking how they're feeling about 2019, and what's on their minds. Constance joins us this week to break down their findings, and why she's optimistic.

Aug 21, 2018

This week, an in-depth interview with hedge fund pioneer Jerry Fine. Jerry talks about what he's learned in 40 years of trading, how investing has changed, and about his new book "Make Me Even and I'll Never Gamble Again."

Aug 8, 2018

This week, we go to Pfizer to speak with chief economist Neal Masia about what goes into drug pricing, how he uses data, and the ways newcomers like Amazon and blockchain could affect the world of pharmaceuticals.

Jul 25, 2018

Rick Pitcairn's clients are some of the oldest and wealthiest families in America. As CIO of Pitcairn, Rick has a unique perspective on markets, geopolitics, and investment fundamentals. This week, we pick his brain about all that, and more.

Jul 11, 2018

This week - big ideas, picks, and predictions with Mark Sebastian, CBOE Market Maker and founder of Option Pit. Hear why hedge funds and RIAs turn to Mark for counsel, and what keeps 33 thousand people checking their emails for his Idea of the Week.

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