This week, Chase looks at Fedex's challenge for the market's attempt to form a level of support at these levels and what it means for a chance at returning to June lows. We contrast two managent team's and talk about some of the benefits and pitfalls of tax-loss harvesting with Matt Anderson ..read more

Today Chase talks about the sustainability of a large market rally since June and with Vasilios Rajendra, they look at the fundamentals of various retail names, as well as talking about the efforts of an activist shareholder of Disney. Companies mentioned in this episode include LOW, DIS, HD, GM, and NFLX ..read more

Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources.  Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.  ..read more

Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first half of the year. He brings on Matias Rodlauer to review encouraging earnings reports from DHR, V, and GOOGL. Companies mentioned in this episode include DHR, V, GOOGLE, AAPL, MSFT, AMZN, WMT, and PG ..read more

We're not ready to bet on a bottom but we can look at the data and show why we're likely to see a rally through the summer and maybe more. Also, a look at the merits or lack thereof for ESG investing. Companies mentioned in this episode include DHR, AAPL, INTC, GOOGL, META, and DUK.  ..read more

The year is half over, and so far it's been historically bad. This week we review how this fits in history and try to gain some perspective from the past, and then review 3 companies from the portfolio ..read more

Simon reviews a list of market indicators and characteristics that have been present at the important market tops in 2000 and 2007. The current conditions suggest caution, yet investors should refrain from making drastic portfolio moves. Simon and Vasilios review the strong cases for owning DIS, FISV, V and STZ ..read more

Simon discusses the impact of higher interest rates on stock valuations and how there will be greater performance divergence when not "everyone gets a trophy". He also discusses the recent treasury yield curve inversion and the rout in bonds. He brings on Ann Summerson to review the important facets of the Secure Act and what is proposed in Secure Act 2.0 legislation. Companies mentioned in this episode include FB, GOOGL, AAPL, AMZN, ZM, DOCU, NFLX, NVDA, CRM, and MSFT ..read more

This week a Fed governor updated the story and said they'd be sucking cash out of the market faster than previously thought.  However, that's opened the door for other investments, which we discuss on this week's show ..read more

On this week's show, we put out a warning to be wary of who you're listening to and who's being presented as an expert. Too many fools are brought before us each day.  Then we talk about the different needs of different generations with guest Nick Sorden this week ..read more