Best Jonathan Tuttle Podcasts (2025)

1
S&P 500: 7,000 target for 2025 - Sanjeev Sharma 15:24

24h ago15:24

15:24

Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025 (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00). Show Notes: S&P 500: 6,000 By End Of 2024 - Sanjeev Sharma Show transcripts For full access to analyst ratin…

1
Will macroeconomic shocks lead to business cycle recession? 53:31

3d ago53:31

53:31

The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish…

1
Portfolio spring cleaning with contrarian Clem Chambers 36:40

8d ago36:40

36:40

Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30). Show Notes: Gold, Guns, And The Market: What Rising Tensions Really Mean For Your Portfol…

1
Dividend ETF SCHD gains momentum, but is it worth buying? 11:23

11d ago11:23

11:23

Tackling an interesting shift in the investment landscape with dividend ETF SCHD. What's fueling the momentum? (1:00) Can't ignore market context (6:25). Questions remain about SCHD (8:00). Show Notes: Dividend ETFs such as SCHD garner investor attention after 'Liberation Day' SCHD: A Good Pick For Investors Choosing Income Investing Over Growth Ad…

1
Apple, Amazon, Microsoft and Meta earnings 3:35

12d ago3:35

3:35

Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (1:10). Don't sleep on economic data (2:00). This is an excerpt from a recent Wall Street Breakfast episode. Show Notes: Apple earnings focus for investors leans beyond June quarter: Morgan Stanley Reta…

1
Stressful markets, but lots of opportunities in tech 26:30

1M ago26:30

26:30

Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15). Show Notes: CoreWeave: Luck Won't Cut It - Reiterate Sell Tesla…

1
Gold, silver and the fear trade 30:46

1M ago30:46

30:46

Gold and silver expert Don Durrett contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30). Show Notes: Gold stocks: Seeking Alpha Analysts vs. Wall Street Gold & Silver: 3 Easy Picks, 2 Favorites And 4 ETFs Buying To The Bottom In Gold & Silver With Don Durrett Read our transcripts For f…

1
Tesla: a nuanced bull/bear conversation 43:33

1M ago43:33

43:33

A bull (The Value Edge) and bear (Pacifica Yield) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35) Show Notes: T…

1
Flirting with stagflation 23:34

1M ago23:34

23:34

Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30). Show Notes: The Market's Wor…

1
Baby bonds, preferreds, and helping investors afford retirement 39:55

2M ago39:55

39:55

Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20) Show Notes: The Biggest …

1
Managing risk through market badness with Rob Isbitts 40:10

2M ago40:10

40:10

How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar…

1
Nvidia and the Super Bowl of AI 6:18

2M ago6:18

6:18

Breaking down Nvidia stock given this week's much anticipated GTC event. Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI’s transformative impact on technology and computing (2:25). Show Notes Semiconductor stocks sink ahead of Nvidia GTC Is The Force Still Strong With Nvidia? Read our transcripts For ful…

1
Alt season may not happen; long-term Bitcoin bullishness 28:22

2M ago28:22

28:22

With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro…

1
Navigating market turbulence with Steven Cress' barbell approach 24:02

2M ago24:02

24:02

Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. …

1
Bitcoin: Don't panic sell 22:15

2M ago22:15

22:15

Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months. Show Notes: Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 SPY, QQQ, And Bitcoin…

1
Buying the dip (with these 6 stocks) during market uncertainty 26:37

2M ago26:37

26:37

Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00…

1
Atai: Following the path that Spravato laid and moving beyond it 33:15

2M ago33:15

33:15

Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences, a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30…

1
Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities 25:15

2M ago25:15

25:15

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). Show Notes: Meb Faber Research Kirk Spano On …

1
SPY, QQQ and Bitcoin 31:19

3M ago31:19

31:19

The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not …

1
Forget the price of a stock. What is it worth? 21:02

3M ago21:02

21:02

Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispi…

1
Redefining Hollywood: The Journey from Brooklyn to E Entertainment and Success Strategies for Life 23:53

3M ago23:53

23:53

Discover how redefining Hollywood as a mindset rather than just a location can reshape not only an industry but personal success as well. Join us for an engaging conversation with a true media pioneer who journeyed from the streets of Brooklyn to the glamour of Los Angeles, Larry Namer founder of E Entertainment Television. This episode promises in…

1
DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps 29:50

3M ago29:50

29:50

Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Oppor…

1
Hedging QQQ with Growth Investor Pro 18:27

3M ago18:27

18:27

Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech,…

1
Shorting Palantir: valuation matters 30:46

3M ago30:46

30:46

According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stoc…

1
Claudia Sahm on U.S. economic effects - the details matter 34:21

3M ago34:21

34:21

Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe…

1
Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr. 28:56

3M ago28:56

28:56

Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar. Show Notes: Sifting The World Capital One, Discover Financial upgraded t…

1
Steven Cress' top 10 dividend stocks for 2025 25:05

3M ago25:05

25:05

Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valua…

1
Grant Cardone on real estate, private equity and bitcoin 35:09

3M ago35:09

35:09

Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:…

1
Unlocking Venture Capital Success: Tim Draper's Strategic Insights and Risk-Taking Lessons 25:56

3M ago25:56

25:56

Unlock the secrets of venture capitalism with Tim Draper, a trailblazer who has left an indelible mark across the global investment landscape. As the founder of Draper Associates, DFJ, and the Draper Venture Network, Tim's journey is a masterclass in strategic foresight and bold decision-making. From revolutionizing customer-driven growth with Hotm…

1
Liquidity up, markets up; liquidity down, markets down 46:58

3M ago46:58

46:58

Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is…

1
ETFs have come a long way 22:24

4M ago22:24

22:24

Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive index, fund holdings, monitoring new IPOs (9:10). Trump's interest in tech and the quantum race (10:40). MicroStrategy as a crypto shell; volatility makes…

1
All the alpha is gone except for AI - Matthew Tuttle 31:18

4M ago31:18

31:18

Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30). Show Notes: Bus…

1
Steven Cress' top 2025 stocks 13:12

4M ago13:12

13:12

Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the full video here with slides. Show Notes: Top 10 Stocks For 2025 The Top AI…

1
Eagle Point Credit CEO Tom Majewski on funds and income 41:21

4M ago41:21

41:21

Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio …

1
Charting the course in shipping with J Mintzmyer 40:33

4M ago40:33

40:33

Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides. Sh…

1
Empowering Future Leaders: Insights on Leadership and Entrepreneurship with Jeff Hoffman 35:20

4M ago35:20

35:20

What if you could transform your leadership style and create not just followers but future leaders? Join us as we explore the fascinating world of entrepreneurship with the multi-talented Jeff Hoffman, a celebrated humanitarian, bestseller author, and Hollywood film producer. Through this episode, Jeff shares his insights on cultivating a mindset t…

1
Pfizer: one of the next big AI winners 7:59

4M ago7:59

7:59

Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode. Show Notes: Pfizer Virtual Analyst Report Margin of Safety Investing Group Biotech Buying Opportunities; AI Pharma Revolution With Bhavneesh Sharma Read the transcripts For full…

1
Dividend investing by hand with Brian Bollinger and Rob Isbitts 41:02

4M ago41:02

41:02

Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's, Walgreens and trusting what management says about dividend plans (23:00).…

1
Whitestone REIT: retail has finally right sized 30:30

5M ago30:30

30:30

Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (1…

1
Kirk Spano on bitcoin, options selling and a choppy 2025 51:03

5M ago51:03

51:03

Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). Kirk's Margin of Safety Investing Show Notes: Stock Market…

1
How Steven Cress' top 10 2024 picks have fared 29:47

5M ago29:47

29:47

2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20). Show Notes: Top 10 Sto…

1
Tarsus Pharmaceuticals & SpringWorks Therapeutics: Jonathan Faison's top 2 picks 6:59

5M ago6:59

6:59

Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode. Show Notes: Biotech's Hidden Gems: Smart Strategies For A Challenging Market SpringWorks Therapeutics Q3 2024 Earnings …

1
Cineverse: an incredible micro-cap setup 7:50

5M ago7:50

7:50

Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation. Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Cineverse Q3 2024 Earnings Call Transcript Cineverse Owns 'Terrifier 3' And Few People Have Connected T…

1
Passive investing in Ireland, the ETF capital of Europe 31:37

5M ago31:37

31:37

Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20). Read our transcripts Show…

1
Should your long-term goal be to live off dividends? 16:15

5M ago16:15

16:15

Dividend investing comes in many forms. Why Dividenology focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11…

1
Trinity Capital: An asset manager in BDC clothing 26:29

5M ago26:29

26:29

Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15). Show Note…

1
Finding winners in biotech, probably the riskiest sector 33:15

6M ago33:15

33:15

Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15). Show Notes: ROTY Biotech Community Sutro Biopharma: Post ESMO Selloff, Does Their Stra…

1
The art of being a contrarian with Courage & Conviction Investing 48:42

6M ago48:42

48:42

Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines indust…

1
Taking note of market patterns 28:39

6M ago28:39

28:39

David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive vol…

1
Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated 16:54

6M ago16:54

16:54

Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25). Show Notes: Spirit Airlines Flies Closer To Bankru…

Podcasts Worth a Listen

Jonathan Tuttle Podcasts

Podcasts Worth a Listen