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Retail Analysts Are Smarter, Brooker Belcourt Has Proof (Szn 4, Ep. 14)

Brooker Belcourt, CEO of Covey, joins the podcast to discuss his analyst platform and its ‘alpha algorithm’ that has been able to produce outperformance through its stock and ETF picks and crypto calls.

Content Highlights

  • Covey’s contrarian thesis: Retail analysts are every bit as good, if not better, than institutional analysts (4:10);
  • The idea of a platform to aggregate analyst opinion is not new. But very recent history has proven Covey correct: its analysts predicted the drop in cryptocurrencies and rise in value stocks over that have transpired over the last week (5:53);
  • The ‘alpha algorithm’ and how that works (6:58);
  • What is Covey’s algorithm picking up right now? (11:03);
  • Some highlights: Long commodities, fertilizer stocks like Mosaic (MOS), financials, energy stocks, and a few beaten-up tech names like Facebook/Meta (FB) and Alibaba (BABA). Short cryptos has been taken off (14:46);
  • Isn’t Covey just chasing past performance hoping for future results? (17:20)
  • Great investors appear to have staying power, regardless of environment (23:27);
  • Background on the guest and how he came to start Covey (28:11);
  • Deeper discussion on how Covey’s top analysts are positioning their portfolios right now (36:39);

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Season 3, Episode 13: The Rise of Retail Investors (Update)

With Gav Blaxberg, WOLF Financial

Updates with second YouTube video, bottom of this page.

Gav Blaxberg of WOLF Financial joins the podcast to discuss his views of the retail investors who have been pushing stocks like GameStop and more recently AMC.

Blaxberg’s research on this phenomenon predates the GameStop brouhaha. He has reasons to believe retail investors have been gaining in power and will be a growing force to reckon with when it comes to major movement, especially among small cap stocks.

Content Highlights:
(Spotify users can click on the timestamp to link to the segment in question)
  • What happened with GameStop was not an anomaly. Expect more where that came from (3:47);
  • The trend did not start with GameStop, but can be traced to the ‘Kodak movement’ (5:07);
  • Institutions still have more capital and control more of public companies’ shares. How are smaller retail investors able to move these stocks? Even small caps? (8:23);
  • The return of retail investors, which hasn’t been seen since the heady days of the dot-com doom, can be traced in large part to commission-free trades (10:37);
  • Quick segue after the guest mentions he gets 9% APR on his blockchain-linked savings account — in USD (14:25);
  • Background on the guest and how he came to start WOLF Financial (20:42);
  • Twitter remains the most actionable social media platform when it comes to moving stocks. Everything else is a distant second. Yes, even Reddit (32:30);
  • So what stocks are popular on social media right now? It’s still growth stocks. Some examples (36:34);
  • What stocks have potential but don’t do enough (or anything on social media) and could boost their popularity with retail investors if they changed this? Some examples (39:34).
More Information on the Guest

Not intended as investment advice.

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