It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees.
(12:40) J ... Show More
Yesterday
Bloom Energy’s “Time-to-Power” Moat
A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ... Show More
28m 56s
Sep 6
Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author ... Show More
24m 38s
Sep 5
How Much Does It Take to Be Happy in Retirement?
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author ... Show More
21m 7s
Mar 2023
Recession Warnings from Retail and Canadian Banks Roundup
<p>In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies.</p> <p>Symbols of stocks discussed: LYV, JWN, COST, WMT, ... Show More
49m 43s
Apr 2023
Prof G Markets: First Citizens Acquires SVB, Hindenburg Shorts Block, and Nike vs. Hermès
This week on Prof G Markets, Scott shares his thoughts on Silicon Valley Bank’s new owner and explains why distressed assets are some of the best places to invest. He also shares his thoughts on why he thinks Hindenburg’s latest short position might be a reach, and takes a look a ... Show More
42m 57s
Aug 2025
Nasdaq Fades After Strong Start: Lam Research, Applovin, FIX In Focus
Alissa Coram and Ken Shreve analyze Thursday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
16m 35s
Aug 2024
Value Stocks, and the Appeal of Index Dropouts
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ... Show More
32m 7s
Apr 2018
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ... Show More
54m 53s
May 2019
Several experts say current downturn is a buying opportunity, but for different reasons
Karl Mills of Jurika, Mills and Kiefer said that Monday's losses should not have investors worried so long as they have properly adjusted their time horizons, and he said he expects most investors to realize down the line that whatever move the market is making now is forgotten s ... Show More
57m 40s
Oct 2020
Losing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte Yarnway
Josh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually seen their share price double! WTF is going on?
Dasarte Yarn ... Show More
1h 14m
Aug 2020
Financials: Splits, Shorts, and Refinances: What Investors Need to Know
Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selli ... Show More
31m 47s