What commodities look attractive here and why? Inflation CPI reports – just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA – Allianz Global   Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, whic ..read more

Gold hitting new highs – and oil is on the rise Easy policy over in Japan  While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years. In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks ..read more

Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks – SHE’S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund an ..read more

The Fed – Is Powell throwing in the towel? AI – Profits spreading – lots of money to be made. Apple – dragged down by a new lawsuit. 90 years of evidence, this week’s guest says this is the key asset class to own.. Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articl ..read more

Two more hot inflation reports – stickier than thought. What goes up – doesn’t have to come down – but often checks back. Tax season is here – a few friendly reminders Guest – Paul Barron – The Paul Barron Network   Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impact on the restaurant and retail business to the impact of social media on our society in 2007. He has built the next era media platform for professionals based on video, podcasts, and on-demand content strategies that is re-mapping modern-day ..read more

Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential AI hype continues and continues… This week’s guest is Thomas Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry i ..read more

Education and implementation of investing techniques. In this episode, we discuss the important aspects investing, best execution and  enhancements to a really cool trading platform. This episode’s guest: Steve Sanders – EVP at Interactive Brokers. Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institut ..read more

No stopping a speeding freight train A rising tide raises all CHIPS – and boy did they rise Inflation still an issue and the Fed trying to talk markets down (Not working) Guest: Larry McMillan takes us through some interesting options strategies. Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and ..read more

Inflation – Maybe Stagflation? Surging unprofitable stocks – a bit of déjà vu here AI fever rolls on (and on) After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact missi ..read more

A banking crisis brewing? Say it aint so Fed’s trying to talk down rate cuts – Powell on 60 Minutes Looking like a pullback could be in the cards Guest, Frank Curzio – Curzio Research   Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed ..read more