Press "Enter" to skip to content

Tag: stocks

Season 3, Episode 25: Three Areas of Technology Investors Need to Watch

Published November 1, 2021

With Simon Erickson, 7investing

Simon Erickson, founder and CEO of 7investing, joins the podcast to discuss three areas of technological innovation and disruption that stand to transform the world of business as we know it.

The guest identifies one stock from each area, with the understanding that it is not intended as investment advice.

Content Highlights

  • Why focusing on technological change is contrarian (3:41);

  • Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37);

  • Several upstarts have ‘cracked this code’ but Erickson has one that he’s been paying close attention to (5:57);

  • Idea No. 2: Quantum computing (14:23);

  • Background on the guest (22:25);

  • Idea No. 3: Gene editing (25:24);

  • How to go about picking entry points for investments in these areas? (31:30);

  • What about cryptocurrencies and blockchain technologies? (33:47).

MoreSeason 3, Episode 25: Three Areas of Technology Investors Need to Watch
Comments closed

Contrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’

Published October 22, 2021

After stocks sold off last September (sound familiar?), Contrarian Macro Advisors’ David Hunter assured listeners the real stage of the melt-up in risk assets was still ahead. “This does not take away the melt-up scenario,” Hunter said of the September swoon, “In fact, this is kind of a fake out, sell off … I do think we’re going to regroup, and we’ll see the melt up later this year.”

See for yourself:

MoreContrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’
Leave a Comment

Season 3, Episode 23: The Long Term Bull Case for Oil (Updated)

Published October 7, 2021

With Todd Sullivan, ValuePlays.com

(Updates with third video below).

Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.

The guest also provides his favorite stocks — all portfolio holdings of his — for investors to take advantage of this trend.

Content Highlights

  • Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);

  • What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);

  • Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
  • The three energy names he really likes right now (18:51);

  • Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. “Nothing could be further from the truth.” (25:28);

  • Why transport companies are more of a pure-play on energy prices than drillers (29:30);

  • $100/barrel oil is a “realistic scenario” and prices could stay high after that as the macro outlook remains constructive (37:17);

  • The bullish outlook for the cannabis industry in the U.S. — this will be the topic of a future episode (42:49).
MoreSeason 3, Episode 23: The Long Term Bull Case for Oil (Updated)
Comments closed