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Tag: economy

Season 3, Episode 6: Don’t Call Tech Stocks Overbought

Published March 18, 2021

With Shana Sissel, CIO, Spotlight Asset Group

Shana Sissel, chief investment officer of Spotlight Asset Group, joins the podcast to discuss her bullish outlook on technology stocks and other views on the markets.

Just because tech stocks might not be overbought (yet) doesn’t mean there aren’t sections of the markets that are frothy. Take SPACs for example. That is sure to end badly.

Sissel also has some views on working from home, why there aren’t more women in professional investing, GameStop, and which cities in the U.S. have the best pizza, among other things.

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Season 3, Episode 4: Contrarian Stock Picks in Health Care, Tech, Travel

Published February 25, 2021

With Twitter’s Ze Contrarian (@ZeContrarian7)

A few segments of this episode contain adult language. Listener discretion is advised.

“Ze Contrarian,” a well-known and well-followed fintwit investor (Twitter handle: @ZeContrarian7) joins the podcast to discuss his investment philosophy and provide several stock picks for listeners.

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Season 3, Episode 3: Energy, Aircraft Leasing, 5G: Favorite Stock Picks for the Road Ahead

Published February 19, 2021

With Leo Schmidt, River Eddy Capital Management

Leo Schmidt, chief investment officer of hedge fund firm River Eddy Capital Management, joins the podcast to discuss some of his favorite ideas in three areas of the market he expects to out-perform.

These areas are: Energy, aircraft leasing, and 5G infrastructure development. Stock picks are provided, but you have to listen to the podcast to hear (most of) them.

MoreSeason 3, Episode 3: Energy, Aircraft Leasing, 5G: Favorite Stock Picks for the Road Ahead
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