David Trainer of New Constructs said that the Spotify initial public offering is dangerous out of the box, as the popular service is likely to be valued based more on how much people like it than on any realistic view of its fundamentals or the stiff competition it faces. Also, Mike Brown of LendEDU talks about what people say they would do with a financial ... Show More
Today
Hood River's Cannon on avoiding companies 'that are going to get AI'd'
Lance Cannon, portfolio manager at Hood River Capital Management, says in the Market Call that he is looking for transformational small companies that can benefit from changing trends in key industries, which has included artificial-intelligence stocks heavily as his funds produc ... Show More
58m 3s
Yesterday
American Gold's prez sees gold hitting $6,000 within 18 months
Dana Samuelson, founder and president of American Gold Exchange, says gold investors shouldn't expect the rally in metals to resume at the pace it set last year — when gold was up over 60% — but he does believe that the fundamentals that were in place for that rally will drive go ... Show More
55m 4s
Apr 20
Fiduciary Trust's Sanchez: Solid fundamentals will win out
Ron Sanchez, chief investment officer at Fiduciary Trust Company International, says in "The Big Interview" that solid fundamentals from both the top down and the bottom up should make it that earnings can drive the stock market higher once there is resolution in Iran, where war ... Show More
58m 39s
Feb 2025
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
<p>This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott investment Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist in ... Show More
38m 39s
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
<p>This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet a ... Show More
57m 56s
Feb 2025
144. Pete Muller, Founder of PDT Partners on Building One of the Top Performing Quantitative Hedge Funds
Send us Fan MailIn this episode of The Wall Street Skinny, we sit down with one of the most legendary quant investors of all time—Pete Muller. As the founder of PDT Partners, one of the top performing quantitative hedge funds that spun out of Morgan Stanley, Pete shares his fasci ... Show More
44m 18s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s
Mar 2022
Why is intraday trading so hard, Where is the ES liquidity, and When are most market moves happening (overnight), with Deepfield’s CEO, Bastian Bolesta
Who in the right mind would choose to make a living day trading stock index futures? It must be one of the most competitive, most challenging arenas out there with HFT and 10s of billions of dollars in quant strategies chasing alpha. In this week's episode, we're chatting up the ... Show More
1h 33m