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.
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.