The MarketBeat Podcast

The MarketBeat Podcast

The MarketBeat Podcast features stock market and financial news with special guests from MarketBeat.com, and interviews with the top names in investing and trading the market hosted by Kate Stalter.

Episodes

June 30, 2022

Today Kate sits down with repeat guest Andrew Chanin, Co-Founder and CEO of ETF manager ProcureAM. Andrew shares the story behind the launch of the Procure Disaster Recovery Strategy ETF (FEMA).

In this episode, Kate and Andrew discuss:

-The Procure Disaster Recovery Strategy ETF (FEMA), which seeks opportunities among companies engaged in recovering from natural disasters, such as hurricanes, fires, floods or earthquakes

-Why An...

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Today, on The MarkeBeat Podcast Kate is joined by a repeat guest, Rob Isbitts of Sungarden Investment Publishing. Rob specializes in ETF portfolios designed to deliver returns in any kind of market condition, including the current bear. In this conversation, Rob gives specific ideas for handling various allocations in your portfolio, and discusses how to approach inverse ETFs.

Rob’s take on current market conditions, using the S&a...

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In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future.

In today’s episode, Kate and Kyrill discuss

-How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style app...

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In today’s episode, Kate welcomes guest Sean Bonner, co-founder of Guild Financial, a self-directed investing and financial education platform, with a special focus on the military community. Sean’s background as a portfolio manager and Navy officer informs his view of the economy and his approach to investing. In this episode, Kate and Sean discuss:

What is the Fed’s role in the current market environment?

How should investors eva...

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In today’s episode, Kate chats with financial advisor and asset manager Marc Scudillo, who discusses some psychological aspects of investing in the current market, as well as the benefits of specific asset classes and investing styles.

-How should investors be viewing the market now?

-Could the market re-test previous lows?

-How will your portfolio likely perform relative to inflation in the short term?

-How have growth stocks don...

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Today Kate sits down with Nanette Abuhoff Jacobson, Managing Director and Multi-Asset Strategist at Wellington Management Company and Global Investment Strategist for Hartford Funds. Nanette gives us a fund manager’s perspective on the big picture, with a particular emphasis on how to allocate asset classes, and where investors should consider paring back or adding.

How today’s higher inflation, growth fears, and Fed rate hikes ma...

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In this episode, Kate’s guest is Tyler Laundon, editor of the Cabot Small-Cap Confidential and grand slam advisory Cabot Early Opportunities newsletters. Tyler shares his analysis of the small-cap asset class, within the lens of the broader market. He also offers some stocks he’s eyeing right now as potential watch-list candidates.

Do small caps require a different approach than large caps?

How have small caps performed, relative ...

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In this episode, Kate sits down with Brad Conger, deputy chief investment officer at asset management firm Hirtle Callaghan. Brad offers a big-picture view of the current broad market conditions, along with some practical tips regarding portfolio allocations and ways to think about various asset classes.

How should retail investors handle the current uncertainty?

Why Brad thinks all current events are reflected in the prices of s...

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In this episode, Kate talks about options with CC Lagator, co-founder of options trading platform Options AI. CC explains what’s wrong with the options-trading industry when it comes to helping individual investors, who tend to trade differently from the big institutions.

Kate and CC discuss:

Why CC and his co-founders saw the need for a new options trading platform for retail traders

How retail options trading can be riskier tha...

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This week, Kate’s guest is Josh Hayes, long-time trader and founder of Big Wave Trading. Josh talks about adapting to the current market conditions, and how he manages trades with a view toward different holding time frames.

Why Josh believes some trading methodologies are outdated due to changing market conditions, as well as changes in the available information and algorithmic trading

Why he believes traders and investors need m...

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In this week’s episode, Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. Dave discusses his barbell strategy to pair two seemingly disparate sectors for portfolio balance.

In this unprecedented market environment, with macro uncertainties causing intense selling, David is looking at the reasons behind the decline, which include rising concerns about a global recession.

Is a recession ...

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In today’s episode, Kate chats with AlphaCore Wealth Advisory CEO Dick Pfister about strategies for alternative investing. Too often, investors believe just adding some commodities or REITs is the answer to portfolio diversification. However, in this interview, Dick shares ideas for top-down portfolio construction that provides diversification to generate returns despite market volatility.

How Dick hopes to demystify alternatives ...

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In todays show, Kate chats with Bill Studebaker, president and chief investment officer at ROBO Global ETFs, an index, advisory, and research company focused on fast-growing industries including robotics, artificial intelligence, and healthcare technology.

In this interview, Kate and Bill discuss:

What is causing robotics and A/I to decline at a faster rate than the broader market

How have current events put tech companies in the...

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This week, Kate sits down with Jason Brown of The Brown Report. Jason is an expert stock-and-options trading coach, and he shares his thoughts on what is driving the market now, and how listeners can approach their investing and trading decisions.

Companies that profited from the stay-at-home play pulled forward 10 years of revenue and earnings in one year.

How does that bode for these companies now?

How will rising costs factor ...

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This week, Kate welcomes back repeat guest, MarketBeat contributor Chris Markoch.

Chris tells us about three U.S. stocks that he believes will continue to show strength, regardless of what is going on in the economy.

Walmart: Hired the former CFO of PayPal. What does this mean for Walmart’s digital transaction initiatives?

Will this mean synergies with PayPal?

What is Walmart doing in the area of health care?

Nucor: What is going...

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David Auerbach is an investor in the red-hot housing market. Only active pure-play residential ETF. There are many residential ETFs, but David’s takes a unique approach, that eliminates the “noise” contained by ETFs that track companies like self-storage units or big-box home improvement stores.

In this episode, Kate and David discuss:

-What growth thesis is David’s ETF based on? -What real estate sub-sectors does he see potentia...

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Today, on The MarketBeat Podcast, Kate’s guest is Jon Wolfenbarger, founder of Bull And Bear Profits. They discuss:

How does Jon use economic and value metrics, sentiment indicators, and technical trend indicators to evaluate how to invest in a bull or bear market?

How to beat the market substantially in a bull market?

What simple asset-class switch works in most (but not all) bear markets?

Are we in an investing period similar t...

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Kate Stalter welcomes back MarketBeat contributor Chris Markoch. Chris is a regular visitor to the podcast and brings a keen eye for the characteristics of leading stocks.

Is the market telling us that premium brands, with competitive advantage, are worth higher valuations?

What is the forecast for NKE? Why does Chris see strength in this stock?

Are analysts rethinking their price targets on some of these premium brands with growth...

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This week, Kate’s guest is Tommy Mancuso, Founder of the BAD Investment Company.

The B.A.D. ETF (BAD) is a large cap fund designed to track the EQM BAD Index, which tracks price movements of a portfolio of U.S. listed companies with exposure to the following B.A.D. market segments: Betting, Alcohol, Cannabis, and Drugs (Pharmaceuticals and Biotechnology).

What is the origin of the BAD acronym for the ETF? Why does Tommy see gro...

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This week, Kate’s guest is Sean O’Hara, President at Pacer Financial, which manages a number of ETFs representing various asset classes, regions and investment themes. Sean talks specifically about the Pacer US Cash Cows 100 ETF (COWZ), which uses free cash flow yield to identify companies with strong potential. This approach has worked out well recently, with the fund returning 43% in 2021, vs. the S&P’s return of 26.44%.

Sea...

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