From stone-washed denim in the 80s, to bio-fuels in the 90s, and now a potential cure for Corona, CEO Mark Emalfarb of Dyadic Int'l Inc. (DYAI) has long championed using fast-growing fungal cells to develop biologic solutions at a massive scale... with significant cost-savings. I call it American Ingenuity in the service of humanity. Tune in for:
Imagine owning a hard asset which has risen in value 95 of the last 100 years, pays a 5% dividend and has no correlation to the stock market. Interesting, right? It's called peace of mind, and large pension funds are big buyers. My friend Edward Hargroves of Goldcrest Farm Trust explains.
DataTrek Founder Nick Colas synthesizes what everyone at Davos was talking about… 5G will transform human interaction and create huge opportunity, but cost WAY more than expected and take longer to install. Plus, some of Nick's highlights for who to watch.
He made some great calls at the start of last year, so Michael Purves joins us again with his predictions for 2020, and insights on our recent economic cycles.
With the year and the decade wrapping up, let's remember the 21 excellent guests that joined us in 2019. It was a big year, and they shared some big ideas - my highlights are collected here. You'll notice key trends, and 21 pieces of advice. I love this business, and I'm looking forward to another great year. Thanks for joining me.
I met Ivan Feinseth of Tigress Financial at the NASDAQ market site and knew we had to do a podcast. He loves stock picking. He's thoughtful in his analysis. He believes in American Ingenuity. And he makes money.
We discuss several leading consumer technology names in detail, including AKAM, FB, GOOGL, GRMN, LYFT, MA, NVDA, UBER. I own three of them.
Jeff Hirsch publishes the Stock Trader's Almanac, and he has a knack for picking through the data and uncovering trading trends pegged to holidays, elections - even Halloween. Jeff joins Bullseye to talk about Q4 trends, when the best six months for trading open up, and what we can expect the 2020 election to affect the markets.
After a quick downturn in the markets, Randy Frederick is the perfect person to be speaking with. As vice president of trading and derivatives with the Schwab Center for Financial Research, he's got his eye on a host of indicators, and joins us to share his thoughts on what he's seeing - from how to interpret a 20% VIX, to what to watch in put-call ratios. Plus, what we might see with trade negotiations.
John Mauldin, legendary economic observer, joins us to talk about his excitement for the future, from biotech to agriculture. According to John, change in the '20s is coming but life in the '30s is going to be great - and he's got some big tips for Bullseye listeners.
Matt O’Connor says Avocondo will unlock a whole new demographic of real estate investors: millennials. Matt joins us to explain Avocondo’s business model, how they’ll make money for everyone involved, and why real estate is still an untapped market.
John takes us inside the country's most innovative manufacturers, highlighting what sets them apart and which we should own. What does the Factory of the Future look like? How are global supply chains outsmarting tariffs, and where will tomorrow's productivity gains come from?
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.
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.
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.
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.
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.