June 26, 2016
Das explains some of the obvious and not-so obvious implications of the Brexit vote. Some of the background as well as the next areas that could be impacted. We also discuss why the peripheral countries were hit so hard as well as what this means to the U.S. economy.
With central bankers just about out of ammunition, fiscal policy will need to step up in a time that there is very little ability to do so. After markets cool off from the shock – we look at a few stocks that may be good opportunities.
June 20, 2016
Matt Tucker of BlackRock talks Bond ETFs. We take some time to discuss the benefits of ETFs over mutual funds and some of the detractions. Matt provides a good deal of insight into the TIPs and why now maybe a time to consider adding these to diversified portfolios.
June 12, 2016
The results of the latest Brexit poll now has the “leave” camp gaining momentum. That is not what financial markets were expecting and pushed EuroZone equities and the rest of the world markets lower for the week.
In this episode we take a look at leveraged ETFs and some of their pitfalls as well as a closer look into what is on the docket next week that may move markets. Earnings, economics and the Fed…
May 22, 2016
Guest, Frank Curzio and Andrew discuss some of the important areas that you need to know about over the next few months. We also take a look back at some of Frank’s recent market calls and review how he did – not to be missed! Hear what Frank has got to about about Nike (NKE)!
Oil, Apple, retail, gold and much more are explored in this episode.
May 15, 2016
The verdict is in on the big-box retail companies – and it is not looking good. The big question is as to whether this is isolated to the old-line type of retail establishments or if it is more an issue of consumer trends.
Several stocks in the material sector have given back a good bit of gains – we wonder if it is time to get back in on the long side or stay away. Plus a falling knife that may have some bounce potential.