When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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Quantitative Investor Podcasts
Interviews with Experts to Learn How to Invest in Stocks, Real Estate, Commodities and Alternative Investments. Hosted by Quantitative Investor, a Yale Grad with Investment Banking Experience. Contact Us at incubatorhedgefundpodcast (at) gmail (dot) com Support this podcast: https://podcasters.spotify.com/pod/show/incubatorhedgefund/support
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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principl ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Tune into the markets with MagnetInvesting Insights. Jordan Kimmel provides timely market updates. Using the mindset of both an investor and trader, Jordan offers clear market updates on what is really going on - not the simple value vs. growth nonsense. Using the Magnet® Stock Selection Process, his unique blend of value, growth, and momentum - Jordan shares his actual holdings - and whether he is buying or selling. MagnetInvesting Insights - for the informed investor.
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Seeking Startups is the startup podcast delivering you deal flow. Follow and subscribe to the show to have startup deals delivered to you. If you are a startup investor, this podcast is for you! Listen to the latest episode and see for yourself. I think you’ll find this show worthwhile, but if you’re not satisfied after one complete episode, reach out. Message me on LinkedIn with your honest opinion, so I can make a better show. https://www.linkedin.com/in/maxim-davis/
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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In this episode, Stephen and Emily discuss the impressive recent performance in the equity markets, noting new all-time highs in the S&P 500 and significant gains since April. They explore the annualized returns, emphasizing the distinction between large growth and smaller cap stocks, and the effect of sustained higher interest rates on the latter.…
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August 2025 Mailbag: Sports Bettor Turned Investor
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1:05:34For summer’s final Mailbag, a listener shares how he dropped sports betting and picked up investing, while another wants to know how to allocate portfolios as a Rule Breaker. David brings back Motley Fool Chief Investment Officer, Andy Cross, to discuss tools for tracking your portfolio against the S&P 500, thinking briefly about dividend allocatio…
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Jim Bianco on Jackson Hole and the Fed’s Next Move
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45:40In this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wide-ranging conversation on the Fed, markets, and the bigger forces shaping the economy. Fresh off Jackson Hole, Michael and Jim dig into Jerome Powell’s latest message, the tension between inflation ris…
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Authors in August: “Rule Breaker Investing” with David Gardner & Chris Hill
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55:30To close out the 2025 Authors in August series, we flip the script—and the mic. Chris Hill, longtime Fool and creator of Motley Fool Money (and host of Money Unplugged) returns as guest host to grill David about his forthcoming book, “Rule Breaker Investing.” David reveals his first-ever Rule Breaker stock (before he’d even coined the phrase), the …
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In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals…
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Authors in August: “Talking On Eggshells” with Sam Horn
55:38
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55:38Continuing our eighth annual Authors in August series, David welcomes Sam Horn, renowned communications strategist and founder and CEO of the Intrigue Agency, based in Austin, Texas. Sam gamely plays a little book roulette. She starts by detailing how to nail a sixty-second pitch, then walks us through how to handle rude people, blamers, shamers, c…
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In this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors such as the pricing out of tariff and inflation risks and anticipation of rate cuts. A key focus is the upcoming CPI report on August 12th and its potential impact on the market’s “Goldilocks” narrative.…
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#Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them!Feat Mary Sterk & Kelsey Bankey#ruleofthirds #profit #diversification #DIY #portfolio #fiduciary #interestrates #bonds #peergroup …
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White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips!#entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth #debt #emotions Feat Mary Sterk & Kelsey BankeySubscribe…
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Caring for an #aging #parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their #finances. In this episode of #MoneyGuidewithMarySterk, we discuss various strategies to assist your aging #parents with their finances - everything from bill paying to structuring #investments to #nursinghome…
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Authors in August: Arthur Brooks’s “Happiness Files”
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56:18In this inaugural episode of our eighth annual Authors in August series, David welcomes back bestselling author, Harvard professor, and Atlantic columnist Arthur Brooks. Arthur brings along counterintuitive ideas about happiness as a habit, the difference between joy and happiness, public vs. anonymous philanthropy, and how the pursuit of money can…
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Deciphering The Fed's Next Move With Benson Durham
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35:29In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for …
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Grab the popcorn—this Mailbag goes well beyond beach talk. A listener uses Rule Breaker tactics, keeps adding as the stock climbs, and lands their first spiffy-pop. David retells the term’s origin and brings back analyst Yasser El-Shimy, whose original pick sparks a rocket-themed chat. Another listener feeds Keats’s “On First Looking into Chapman’s…
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Goldilocks? Navigating Record Highs And Future Risk
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30:19In this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss the impressive rebounds seen in meme stocks and high beta ETFs, along with the broader market's resilience despite underlying concerns. Key topics include the potential for continued bullish momentum, …
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2025 Wimbledon Champion & Fool, Sem Verbeek
1:06:38
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1:06:38Fresh off of his mixed doubles title at Wimbledon, Sem Verbeek sits back down with David (three years later) to share his journey from professional tennis player, facing a career crossroads, to becoming a Wimbledon champion. He compares the similarities in mindset between tennis and financial strategies, and even turns the tables by becoming the in…
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From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler
34:31
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34:31In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the ro…
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Five Idle Thoughts of a Summer’s Day, Vol. 2
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44:06As summer in the Northern Hemisphere kicks into second gear, David unveils the second volume in this episodic series. He explores the four types of capital, speaks to the importance of embracing good ol’ “R”eality, brings back an honest-to-goodness pet peeve, and unravels a spool of cool words that rhyme with “Fool.”Grab your lemonade, find a comfy…
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Decoding Quality: What Investors Need to Know
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15:49In this episode, Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, joins us to explore the concept of "quality" in stocks. We discuss how quality is defined, the key metrics used to identify high-quality companies, and common misconceptions surrounding the term. Indicators such as high profitability, strong interest coverage ratio…
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We’re approaching the 10-year anniversary of the dawn of our 30 five-stock samplers, picked from 2015 to 2021. In this special episode, David reflects on the fully updated results, sharing 10 fresh lessons from both the wins and the whiffs. How’d we do? Discover the highs and lows, the reversals in just a year’s time… and the enduring principles of…
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A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World
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38:32In this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve's potential actions, inflation trends, and the housing market outlook. Jake shares his insights on how uncertainty over the past six months has affected consumer behavior, housing, and labor markets. He …
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What You’ve Done to Create Financial Freedom, Vol. 3
48:41
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48:41Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek Philosophers, Rule Breaker listeners, and David himself. Rediscover Ask For a Raise Day and living below your means. Learn from listener stories abou…
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In this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The conversation touches on various broad topics including automakers, EVs, politics, infrastructure, energy usage, and technology. The discussion highlights Tesla's transformation of the auto industry an…
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June 2025 Mailbag: Top Quantitative Traits for Rule Breaker Stocks
46:06
46:06
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46:06June brings us another motley mailbag, where your notes nudged David to share, among other things: *his top quantitative traits for a great stock *summary thoughts a few years later on Michael Hebb’s Let’s Talk About Death (over Dinner) *consideration of a Peacock streaming road trip show with Fools that never happened *a trip back in our time mach…
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Unraveling 2025: What Shaped the Market And Where Are We Headed?
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18:38In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and …
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Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving.#risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyea…
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When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement.#ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #…
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So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon.#austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #…
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Market Cap Game Show: “Boring Stocks… Eh?!”
1:08:27
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1:08:27The penultimate Wednesday of every quarter… it’s time again for the Market Cap Game Show! This time around, longtime Fool Jason Moser and podcast debutant Loren Horst step into the ring to guess (and second-guess) the value of some amazing (some of them amazingly boring) stocks. As always, you’re invited to play along at home: Can you beat our tale…
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In today’s episode, we discuss the ongoing uncertainty in global markets and reflect on the events from the past five years, including COVID-19, inflation, interest rates, geopolitical and their compounded effects on market volatility. In the episode, we provide insights into how investors can position amidst these uncertainties by focusing on comp…
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Here's an experiment: Take a young artist with no interest in investing, no financial savvy, and a ton of debt, and then drop him into the deep end of Foolishness. Wait 25 years, and what do you get? A Fool for life! This week, producer Rick Engdahl comes to the other side of the glass to reflect on what he's learned from 10 years of RBI and a care…
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Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider
24:52
24:52
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24:52In this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We discuss the significant topic of the budget reconciliation bill, detailing its current status, timeline for passage, and the key components it entails including tax cuts, spending cuts, and the conse…
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This week our old friend Shirzad Chamine is back to remind us who we are and who we've always been. Embrace your superpowers and defeat your saboteurs, because you have everything you need to be happy right now! Host: David Gardner Guest: Shirzad Chamine Producers: Rick Engdahl, Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adch…
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Your 40s are a very important time in your financial journey, where you want to make sure your #investments are on track for your long-term goals. One important tip to keep in mind is to not let your #emotions drive your #investment decisions. While it might be tempting to jump on the latest #trend or let fear guide you during a downturn, it's impo…
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Without a will, your #estate may be subject to state laws, which can result in your #assets being distributed in a way that you did not intend. A will can also help avoid ugly family disputes and potential legal issues. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth …
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MONEY IN A MINUTE Investing in Times of Uncertainty
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0:59
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0:59Investing mistakes compound in times of #marketvolatility, and people frequently make uneducated decisions about #investment choices. #WarrenBuffet has always cautioned against investing in businesses that you don't understand. You need to understand the #risk and the reward potential. You need to understand the #fees and expenses of the investment…
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Talking Shop with Darius Dale: An Inside Look At Macro Research
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38:44
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38:44In this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. Darius shares his background in Wall Street investment research and highlights the company's unique approach to providing equal access to high-quality investment insights for both institutional and ret…
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Whether you're taking another lap around the sun, buying to hold for decades, or literally running for miles on end, life is more than a marathon. Where you come from matters. Where you're going matters more. How you'll get there? Well, as your mailbag contributions showcase, that's the fun part! Sign up for The Motley Fool's Breakfast News here ww…
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