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.
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.
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.
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.
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.
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.