The MarketBeat Podcast

Today, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally. -Amyris is in the synthetic biology space. -How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies -Its consumer products are based upon a molecule called hemisqualene -Why Randy believes...

Today, as the MarketBeat podcast celebrates the milestone of Episode 50, Kate welcomes back a popular guest, Jason Brown of the Brown Report. Today, he discusses three widely held large caps. If you don’t own these as individual stocks, you may own them inside index funds. Their sheer size means they have influence over index direction. Jason presents a strong bull case for the future of each stock, regardless of the current market downturn. And he shares why he believes they are likely to...

Kate’s guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer. Stick around until the end, because Brian shares how to access Zacks research to get more ideas. -Why Brian’s utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise...

Kate’s guest today is Kirk McDonald, portfolio manager at Argent Capital Management. Today, Kirk has three stocks to discuss, and all from different industries and with different market caps. He explains why each is a holding in his portfolio, and how investors should evaluate the business case. -Kirk’s first stock is Cheniere energy (LNG ): With Russia cutting off natural gas supplies for Europe, Cheniere is well situated to be a supplier -The company has the ability to grow its production...

Today, Kate’s guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks he discusses today, and frames those within the current market and economic conditions. This episode includes: -Newmont, the world’s largest gold miner, tends to be one of the first stock on the way up on optimism about gold, but also one of the first on the way down, as pessimism grows -Why Newmont and mining stocks are like “gold with a kicker” for investors...

This week, Kate sits down with ETF portfolio manager Dave Gilreath, who offers a perspective on “dividend achievers” and why these deserve a role in your portfolio. Dave gives us ideas for some mid-caps that may not be familiar names, but are showing potential, and paying dividends, which offset price declines, even in a market downturn. -How do midterm election years in the US tend to affect the market? Why is it common to see a larger downdraft in midterm years? -Based on market history,...

This week on The MarketBeat Podcast Kate’s guest is Michael Wang, founder of Prometheus Alternative Investments. Michael has done stints at Citigroup as well as hedge funds and understands the market from various perspectives. In this interview, he discusses why he believes institutional investors are positioned bearishly at this time, and how individuals should approach their portfolios as the summer rally seems to have fizzled. Topics in today’s interview include: -Why Michael says “Do...

Today, Kate’s guest is Tom Samuelson, chief investment officer at Vineyard Global Advisors. Tom remains optimistic about investors’ prospects going forward, even as the market reacts to the words of Fed Chair Jerome Powell about “pain ahead.” In this interview, you’ll hear Tom’s accurate forecast about the market’s response to Powell’s comments at the Jackson Hole summit. But Tom also offers several specific ideas regarding stocks he’s watching, and why. -How does Tom frame the current...

Today Kate welcomes back repeat guest Rob Isbitts, who offers a somewhat contrarian take on the market, but always with an eye on making money in any market condition. Today, Rob discusses his strategy for making portfolio withdrawals while still maintaining account value, and explains why his investing methodology is like fantasy football! -What story does Rob think the market is telling us now? -What is Rob’s proprietary Investment Climate Indicator showing in terms of risk over the next...

In today’s episode, Kate chats with guest David McNatt, executive vice president of Investment Solutions at AssetMark, an asset management platform. David is a specialist in ESG investing - which stands for investing with a focus on Environmental, Social and Corporate Governance concerns. David not only shares specifics about exactly what ESG investing is, but offers ways to avoid pitfalls and to understand exactly what kinds of companies you are buying, if you want to express your values or...

Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started more than 13 startups. He brings that varied perspective to our market discussion today, sharing what investors can learn from studying the past, as well as offering some ideas about asset classes with future potential. -Why Mike believes investors would benefit from “reviewing the...

Today, Kate’s guest is Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management. Amidst all the understandable (and very real) doom-and-gloom in today’s market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months. Kate and Rhys discuss: -Why Rhys believes the worst of the market downturn may be behind us -Does Rhys think bonds are about to reverse the...

Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn, with some very practical steps to allocate your money, as well as invest for tax advantages. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies - or lack thereof - can mean a significant difference when it comes to your bottom line. A bear market is a great time to review your holdings and optimize your account to...

In this episode, Kate chats with Dan Raju, CEO of trading platform Tradier. Dan has a unique perspective on how traders and investors are behaving in these market conditions, as well as who’s trading what. You may be surprised at what he’s identified. Kate and Dan discuss: -What dichotomies is Dan seeing, in terms of how traders with different styles are responding to the current market? -Dan’s view of increased options trading in recent years -Who are the most active options traders right...

In this episode, Kate chats with regular guest Rob Isbitts, who, as always, debunks some traditional investing ideas, such as “buy the dip” and only going long while the market is in rally mode. -Why Rob says it’s doesn’t matter whether we are in a bull or bear, and why he says it’s possible to make money now -How to avoid panicking in a bear market -Why it’s important to invest in the market we are given, not the market we wish we had -Should investors shift their focus from individual...

Today Kate chats with Peter Tanous, investment advisor and author of “The Pure Equity Plus Plan: Your Path To A Multi-Million Dollar Retirement.” In this episode, Kate and Peter discuss: -Why Peter believes individuals should own stocks inside index funds, but should not be picking single stocks -What Peter believes is the No. 1 cause of the current market decline -Is the market responding to the current decline in gas prices and commodity prices? -What action could the Fed take that may...

Today’s interview is a little different, in that you get a LOT of market perspective from someone who’s been analyzing stocks from the ground up, for more than three decades. In this conversation, Kate chats with Nancy Zambell, the chief analyst for the Cabot Money Club Letter - and Nancy has a really deep and varied background in the financial industry - as she mentions in this interview, she’s been a banker, real estate professional, and a stock market analyst. Nancy tells us about her...

Today Kate sits down with repeat guest Andrew Chanin, Co-Founder and CEO of ETF manager ProcureAM. Andrew shares the story behind the launch of the Procure Disaster Recovery Strategy ETF (FEMA). In this episode, Kate and Andrew discuss: -The Procure Disaster Recovery Strategy ETF (FEMA), which seeks opportunities among companies engaged in recovering from natural disasters, such as hurricanes, fires, floods or earthquakes -Why Andrew believes it’s important for investors to have exposure...

Today, on The MarkeBeat Podcast Kate is joined by a repeat guest, Rob Isbitts of Sungarden Investment Publishing. Rob specializes in ETF portfolios designed to deliver returns in any kind of market condition, including the current bear. In this conversation, Rob gives specific ideas for handling various allocations in your portfolio, and discusses how to approach inverse ETFs. Rob’s take on current market conditions, using the S&P and the Nasdaq as a prism for the broader market What does...

In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future. In today’s episode, Kate and Kyrill discuss -How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style approach to the retail market -Why investors need exposure...