Alpha Trader
120 episodes - English - Latest episode: over 2 years ago - ★★★★ - 89 ratingsAlpha Trader taps into topics and trends offering in-depth analysis of the market from the perspective of a trader. Hosted by former Seeking Alpha VP of Content Aaron Task and Seeking Alpha Managing Editor of News, Stephen Alpher, the show will feature discussions of the latest news and regular guests from among the smartest traders in the market today.
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Episodes
JPMorgan Asset Management's Gabriela Santos joins Alpha Trader
December 29, 2021 09:00 - 40 minutes - 37.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Gabriela Santos, global market strategist at JPMorgan Asset Management. Among the topics covered: There are lots of positives going into 2022, says Santos, expecting the pandemic to fade further, inflation to moderate, and growth to remain strong. For now, at least, inflation should prove to be a boon to corporate profits. The only thing holding the JPMorgan Asset Management team from being uber-bul...
Playing the Omicron wild card - Scott Bauer joins Alpha Trader
December 22, 2021 09:00 - 23 minutes - 21.4 MBThis week’s Alpha Trader features host Stephen Alpher speaking with Scott Bauer, CEO of Prosper Trading Academy (co-host Aaron Task is off this week). Among the topics discussed: The recent market stumbles probably have a lot more to do with the Omicron variant, rather than the Fed speeding up its pace of policy tightening, suggests Bauer. For now, Omicron is more about cases, rather than serious illness, but it’s too early to have a handle on how this plays out. Of that Fed tightening, B...
The bull has room to run - Ryan Detrick joins Alpha Trader
December 15, 2021 09:00 - 25 minutes - 23.5 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Ryan Detrick, chief market strategist for LPL Financial. Among the topics covered: Speaking ahead of the results of this week’s FOMC meeting and after a couple of very speedy inflation prints, Detrick suggests a speedier taper has already been priced in by the markets. Betting on perhaps a more dovish Fed action tomorrow might be something to consider. Looking out to 2022, while markets have priced ...
The technician's take - J.C. Parets joins Alpha Trader (podcast)
December 08, 2021 09:00 - 37 minutes - 34.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with J.C. Parets, founder and chief strategist at All Star Charts. Among the topics covered: The technician’s take on last week’s swoon and this week’s major bounce in the stock market. The Cliff’s Notes: The S&P 500 (SP500) held above its September low of 4,500, setting the stage for the rally. Swooning along with stocks, were cryptocurrencies, including a flash crash as we slept on Saturday morning, w...
Alpha Trader talks EV infrastructure plays with Pieter Taselaar
December 01, 2021 09:00 - 53 minutes - 49.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking EVs with Pieter Taselaar, founding partner and portfolio manager of Lucerne Capital Management. He’s also the CEO of European Sustainable Growth Acquisition Corp. (EUSG), a SPAC which hopes to soon close on its acquisition of ADS-TEC Energy, a German-based company that manufactures EV charging stations that can charge batteries in minutes without putting strain on a city's electrical grids. Among the topic...
Oil, inflation, and bad government policy - Jim Iurio joins Alpha Trader
November 24, 2021 09:00 - 42 minutes - 39.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Jim Iurio, managing director at TJM Institutional Securities. Among the topics discussed: Speaking as crude oil prices (CL1:COM) were jumping despite a coordinated governmental effort to boost supplies, Iurio reminds that it’s another entry in the “buy the rumor, sell the fact” mantra. Oil, he notes, was down about $10 per barrel in the weeks leading up to Tuesday morning’s announcement of the SPR re...
Still bullish on the long bond - Lacy Hunt joins Alpha Trader podcast
November 17, 2021 09:00 - 43 minutes - 39.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Dr. Lacy Hunt, executive vice president of Hoisington Capital Management. Among the topics covered: Hunt and his partner Van Hoisington have correctly remained steadfastly bullish on long-dated U.S. Treasurys ([[TLT]], [[TBT]]) through multiple inflation scares over the past few decades. They remain bullish today despite some scary recent CPI prints, continuing to point out the clear evidence that o...
Central banks continue to support the market - Brent Schutte joins Alpha Trader
November 10, 2021 09:00 - 33 minutes - 30.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management. Among the topics discussed: While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He’s in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force particip...
Energy names with room to run - David Bahnsen joins Alpha Trader
November 03, 2021 08:00 - 45 minutes - 41.5 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with David Bahnsen, chief investment officer of The Bahnsen Group, and the author of There's No Free Lunch: 250 Economic Truths. Among the topics discussed: While the energy sector has been red-hot this year, it’s hard to say things are frothy, says Bahnsen. He notes yield spreads remain high, price-to-earnings and price-to-cash flow multiples remain low, and stock prices for many exploration and producti...
Room to run for stocks, oil, crypto - Ben Laidler joins Alpha Trader
October 27, 2021 08:00 - 34 minutes - 32 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Ben Laidler, global market strategist for eToro. Among the topics discussed: Q3 earnings season has been a big reminder that growth is not dead, says Laidler. He sees upside to his 2022 year-end S&P 500 forecast of 5,050 as markets continue to dramatically underestimate earnings power, and still-low bond yields support perky equity valuations. Markets have already priced in three Fed rate hikes nex...
Capturing the 5G opportunity - Bruce Liu joins Alpha Trader podcast
October 20, 2021 08:00 - 38 minutes - 34.9 MBThis episode of Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Brue Liu, CEO at Esoterica Capital, and portfolio manager of the Esoterica Thematic ETF Trust (WUGI). Among the topics discussed: 5G technology is much more than just an upgrade from 4G, says Liu. If one thinks of 4G as enabling the mobile internet, 5G will allow the digitization of every aspect of our lives - from streaming to smart homes to smart factories to remote healthcare to self-driving ...
The value case for Bitcoin and the miners - Mike Alfred joins Alpha Trader
October 19, 2021 08:00 - 58 minutes - 54.1 MBA special bonus edition of the Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Mike Alfred, founding CEO at BrightScope Digital Assets Data, and a board member at Eaglebrook. Among the topics discussed: Yes it’s nice that the current price action in bitcoin (BTC-USD) is bullish, but Alfred urges focus on the long-term. The size of the network will continue to grow, more institutions are buying in (but haven’t yet publicly announced), even more institutions a...
The brewing energy crisis - Bob Iaccino joins Alpha Trader
October 13, 2021 08:00 - 39 minutes - 36.5 MBOn the two-year anniversary of the Alpha Trader podcast, hosts Aaron Task and Stephen Alpher welcome back to the show, Bob Iaccino, co-founder of The Stock Think Tank. Among the topics discussed: While the renewable energy movement is a worthy one, the world isn’t yet ready to run on sun and wind. The lack of investment in fossil fuels has the globe on the verge of, if not already in an energy crisis. Some believe oil would need to be in the triple digits to put a sizable dent in the econo...
Mark Minervini and Dan David join Alpha Trader
October 06, 2021 08:00 - 59 minutes - 54.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking first with Mark Minervini, author of several best-selling books, Trade Like a Stock Market Wizard and Think and Trade Like a Champion, among them, and then with Dan David, the founder of short-focused activist-research outfit, Wolfpack Research. Minervini is leading the pack this year in the U.S. Investing Championship in the $1+ money manager category with a whopping 262% gain. Though not a short seller b...
Walking between the raindrops - Jeff Kilburg joins Alpha Trader
September 29, 2021 08:00 - 38 minutes - 35.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jeff Kilburg, chief investment officer at Sanctuary Wealth. Among the topics covered: What’s behind the current market jitters? Is it the debt ceiling debate, concern about tighter central bank policy, soaring energy prices, supply chain worries, China Evergrande? Whatever the reason and whatever the resolutions to the above concerns, all roads appear to lead to easier than otherwise Fed policy, and ...
Calculating Earnings Distortion - David Trainer joins Alpha Trader
September 22, 2021 08:00 - 44 minutes - 40.7 MBThis week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with David Trainer, CEO of independent research firm New Constructs, and the author of Value Investing 2.0, a newsletter available on Seeking Alpha's Marketplace service. Among the topics covered: The Evergrande story out of China is naturally worth paying attention to, but it's particularly important during these times of stretched market valuations. The question at hand is whether the Chinese government ...
'Team transitory' gets a win - Alpha Trader looks at the inflation numbers
September 15, 2021 08:00 - 23 minutes - 21.8 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher discussing the latest macro topics. Technical difficulties kept our guest - RSM Chief Economist Joseph Brusuelas - from the recording, but we were able to speak with him offline and relay some of his thoughts. Among the topics: “Team transitory” got a win with Tuesday morning’s softer-than-expected inflation report, says Brusuelas, but - with the CPI continuing to run at north of 5% - it’s still to early to declar...
Bullish on 'new tech' - George Ball joins Alpha Trader
September 08, 2021 08:00 - 42 minutes - 39 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with George Ball, chairman of Sanders, Morris, Harris. Among the topics discussed: Stocks are expensive and the bull market is long in the tooth, but the Fed (or at least Chairman Jay Powell) is showing little interest in tightening policy. While fast growth and perky inflation would seemingly argue for the Fed to move, don’t discount that Powell would like to keep his job - tapering and/or higher rates w...
Powell pleases at Jackson Hole - Steve Sosnick joins Alpha Trader
September 01, 2021 08:00 - 36 minutes - 33.5 MBThis week’s Alpha Trader podcast features host Stephen Alpher talking with Steve Sosnick, chief strategist at Interactive Brokers (co-host Aaron Task is on vacation this week). Among the topics discussed: “Goldilocks is a 68-year-old man in a suit,” or how Jerome Powell’s Jackson Hole keynote address managed to please both equity and fixed-income investors. Ahead of the talk, a number of Fed speakers made clear they were in favor of beginning the taper sooner, rather than later. Powell pu...
A bubble in bubble identification - Randy Frederick joins Alpha Trader podcast
August 25, 2021 08:00 - 45 minutes - 42.2 MBLearn more about your ad choices. Visit megaphone.fm/adchoices
A buying opportunity in China? KraneShares' (KWEB) Brendan Ahern joins Alpha Trader
August 18, 2021 08:00 - 49 minutes - 45.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brendan Ahern, chief investment officer at KraneShares, whose flagship fund is the $5B AUM KraneShares CSI China Internet ETF (KWEB). Among the topics covered: Why the fall of Afghanistan - no doubt a serious issue for the Middle East - doesn’t necessarily translate into China getting more aggressive with Taiwan There’s plenty being lost in translation with respect to the regulatory news coming out ...
Markets to move higher, but don't forget downside protection - Scott Bauer joins Alpha Trader
August 11, 2021 08:00 - 33 minutes - 30.3 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Scott Bauer, CEO of Prosper Trading Academy. Among the topics covered: Barring worsening news on the Delta variant or some other unfortunate event, there’s little standing in the way of the market continuing to move higher, says Bauer. That doesn’t mean investors shouldn’t be buying protection, and - thanks to recent low volatility - that protection is relatively cheap at the moment. Recent strong ec...
Why stocks will continue to outperform - Ryan Detrick joins Alpha Trader
August 04, 2021 08:00 - 31 minutes - 28.8 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Ryan Detrick, chief market strategist at LPL Financial. Among the topics covered: Appearing on Alpha Trader right in the middle of the March 2020 panic, Detrick cooly explained that the market had more than priced in an earnings disaster, making stocks a buy. Fast-forward 17 months, and we’re in the middle of what might be one of the best earnings seasons ever. So yes, things are a bit perky right now,...
Understanding the monetary policy transmission mechanism - Mark Dow joins Alpha Trader
July 28, 2021 08:00 - 49 minutes - 45.4 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Mark Dow, author of the Behavioral Macro Blog, and a former hedge fund manager. Among the topics covered: The China regulatory crackdown is clearly not good news for that country’s tech names, and suggests not great relations between Beijing and D.C., but it need not be a headwind for additional records for the S&P 500 While it’s entirely possible that we’ve already passed the peak growth phase of th...
The link between money supply and inflation breaks - Blu Putnam joins Alpha Trader
July 21, 2021 08:00 - 32 minutes - 29.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Blu Putnam, chief economist at CME Group. Among the topics covered: Making sense of the continued decline in long-term yields even as inflation surges Why we’ve probably already seen the peak in economic growth for this recovery cycle A defense of the Fed’s “transitory” inflation argument Alternative data sources like international travel numbers, sports attendance, and restaurant seating might give...
Uncomfortable being short - Fari Hamzei joins Alpha Trader podcast
July 14, 2021 08:00 - 41 minutes - 38.1 MBThis week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Fari Hamzei, the founder of Hamzei Analytics and Timer Digest's Top Timer for the past three, five, eight, and ten year periods. Among the topics covered: Any number of indicators clearly point to stocks in need of at least a modest correction (5%-7%), but the market continues to grind to new records Hamzei is on the lookout for a catalyst that might give the all-clear signal for an aggressive short....
Hedging inflation - Quadratic Capital's Nancy Davis joins Alpha Trader
July 07, 2021 08:00 - 38 minutes - 35.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Nancy Davis, founder and CIO of Quadratic Capital, and manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). Among the topics discussed: No one can be certain of the inflation outlook - be it the Fed’s “transitory,” or somewhat more persistent than that, or of the runaway type No matter the outlook, we’re all naturally “short” inflation, so should look to have at least som...
Don't get hurt with opinions - Scott Redler joins Alpha Trader
June 29, 2021 08:00 - 40 minutes - 37.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Scott Redler, chief strategist at T3 Live and the T3 Trading Group. Among the topics discussed: Don’t get hurt with opinions, says Redler, a pure technical trader. He keeps his eye on the 8- and 21-day moving averages for the S&P 500, Nasdaq 100, and Russell 2000. When above, says Redler, that means “risk on,” and he’ll look to buy individual names with the best technical setups. Redler is unconcerne...
Unpacking the Fed's hawkish turn - Jim Iuorio and Brent Schutte join Alpha Trader
June 22, 2021 08:00 - 44 minutes - 41 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking first with Jim Iuorio, director at TJM Institutional Services, and then with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management. Among the topics covered: Why Iuorio believes China’s crackdown on Bitcoin (and Beijing seems to mean it this time) makes the long-term thesis even more compelling, even as the bulls are likely to experience more pain in the near-term. Last week...
Defiance Funds' Sylvia Jablonski joins Alpha Trader (Podcast)
June 15, 2021 08:00 - 33 minutes - 30.3 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Sylvia Jablonski, co-founder and CIO of Defiance ETFs. Among the topics covered: The conundrum of falling long-term Treasury yields as inflation moves higher Jablonski’s expectation that the inflation scare will be transitory, and won’t derail the continuation of the reopening trade Why the recent underperformance of FAANG names like Apple and Amazon provides a great buying opportunity for long-term or...
Cryptocurrencies and a return to the decentralized web - Jim Bianco joins Alpha Trader
June 08, 2021 08:00 - 44 minutes - 41 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Jim Bianco, president of Bianco Research. It doesn’t take too long of a memory to remember the days when then-Fed Chair Janet Yellen was none too pleased about President Trump sticking his nose into monetary policy. Now that Yellen has moved to the Executive Branch (as Treasury Secretary), why does she think it’s okay to continue to opine on Jay Powell’s business, asks Bianco. Of her latest comments ab...
OPEC back in control - Bob Iaccino joins Alpha Trader
June 02, 2021 08:00 - 30 minutes - 28 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Bob Iaccino, co-portfolio manager of The Stock Think Tank, and host of The Market Think Tank. Talking as oil (CL1:COM) jumps 3% to a new cycle high, a bullish Bob Iaccino says demand for crude is rising a lot faster than OPEC is willing to supply it. With the American shale boom not coming back anytime soon, the cartel knows it’s the marginal supplier, and is only going to drip out as much oil as is n...
Henry Blodget talks Bitcoin, bubbles, and Amazon - Alpha Trader podcast
May 25, 2021 08:00 - 41 minutes - 37.8 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Henry Blodget, co-founder and CEO of Insider, Inc., and a former top-ranked Internet stock analyst. Blodget was pitched an investment in Bitcoin (BTC-USD) all the way back in 2011 (price then was about $80 per coin). His conclusion then was that Bitcoin was the perfect asset for a speculative bubble - finite supply, complicated, hard to understand, and with price determined not by any normal valuation...
Diving into the inflation outlook - JPMorgan's David Lebovitz joins Alpha Trader
May 18, 2021 08:00 - 31 minutes - 28.5 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with David Lebovtiz, global market strategist at JPMorgan Asset Management. With the market coming off its worst week in three months, the inflation question is atop many investors’ minds. Lebovitz is willing to agree at least in part with the Fed that the current inflation scare is transitory - a supply/demand “mismatch” as the economy rapidly emerges from the pandemic - but he believes the wage pressures...
David Bahnsen's favorite pipeline picks - Alpha Trader podcast
May 11, 2021 08:00 - 50 minutes - 46.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with David Bahnsen, founder, managing partner, and chief investment officer at The Bahnsen Group. Speaking shortly after the cyberattack on the Colonial Pipeline, Bahnsen says the news speaks to the need for a robust, voluminous, highly effective, and technologized pipeline system to transport oil and gas in the U.S. He notes that the publicly traded pipeline owners are catching a bid on the Monday morning ...
The growing risk of a pullback - Schwab's Randy Frederick joins Alpha Trader
May 04, 2021 08:00 - 41 minutes - 38.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The risk of a larger pullback is growing even though [sentiment] indicators remain mostly neutral,” says Frederick, who has taken notice of the remarkable similarities between the post-Covid and post-financial crisis bull runs. If form holds, we’re very close to the same point in 2010 at which a 16...
Stock trader Mark Minervini and market strategist Ben Laidler join Alpha Trader
April 27, 2021 08:00 - 44 minutes - 40.9 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting first with Ben Laidler, global markets strategist at eToro, and then with stock trader Mark Minervini, author of best-selling books Trade Like a Stock Market Wizard and Think and Trade Like a Champion, among them. Markets continue to underestimate the growth surprise in the U.S., says Laidler. Continual surprises on the upside for the economy should be good for earnings, and good for stock prices moving fo...
The dollar, bitcoin, and interest rates - Jim Iurio joins Alpha Trader
April 20, 2021 08:00 - 24 minutes - 22.6 MBThis week’s Alpha Trader features hosts Aaron Task and Stephen Alpher speaking with Jim Iurio - director at TJM Institutional Services and a CNBC contributor - making a return appearance on the podcast. It’s time to start measuring the dollar (USDOLLAR) differently, says Iurio, noting most forms of the dollar index more or less gauge the greenback vs. other flawed currencies like the yen or euro. Nobody would be talking about dollar strength, he says, if the dollar index had a significant we...
Alpha Trader talks asset allocation with Phil Camporeale
April 13, 2021 08:00 - 36 minutes - 33 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking asset allocation with Phil Camporeale, portfolio manager with JPMorgan Asset Management. Fed Chair Jay Powell has been “unbelievably consistent” in his dovishness amid the panic, says Camporeale, expecting no imminent policy - or even communication - changes out of the central bank despite what’s been a raft of strong economic prints of late, and what’s likely to be whopping 9% GDP growth in Q2. Wage pressu...
Talking industrials, materials, and energy with Peter McNally - Alpha Trader podcast
April 06, 2021 08:00 - 33 minutes - 31.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Peter McNally, Global Sector Lead, Industrials, Materials & Energy at Third Bridge. Speaking a few hours after the OPEC decision to gradually boost production in coming months, McNally notes oil (CL1:COM) inventories have been falling since early last fall, thus making the OPEC move a logical one. Even with the boosted production, McNally expects inventories to continue to fall through Q2. As for price...
Talking stocks, rates, volatility, the dollar, and Bitcoin - Jeff Kilburg joins Alpha Trader
March 30, 2021 08:00 - 34 minutes - 31.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking current market events and the outlook going forward with Jeff Kilburg, founder and CEO of KKM Financial. Topping the news during recording was the blowup in Archegos Capital Management, and the losses possibly to be inflicted upon several of the banks that dealt with that family office. Most notable, says Kilburg, is the broader market’s ability to shrug off these hiccups and continue to move forward. If yo...
CFRA's Sam Stovall and Todd Rosenbluth join Alpha Trader (Podcast)
March 23, 2021 08:00 - 24 minutes - 22.6 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Sam Stovall and Todd Rosenbluth. Sam is chief investment strategist at CFRA, and Todd is CFRA’s head of ETF and mutual fund research. On the one-year anniversary of the bottom of the market crash, Stovall and Rosenbluth detail the numbers behind how we got to today’s near-euphoric market conditions and where we might go from here. If you don’t have a perfect market timing tool, you are better buying th...
The Fed back in play - JPMorgan's David Kelly joins Alpha Trader
March 16, 2021 08:00 - 30 minutes - 27.7 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking about the Fed, interest rates, inflation, Bitcoin, and more with David Kelly, chief global strategist at JPMorgan Asset Management. The FOMC meets this week, and while Kelly agrees with the consensus that there won’t be any policy moves, he believes the central bank - sooner, rather than later - is going to have to acknowledge that the economy has performed stronger than expected. Look for a few more “dots”...
Alpha Trader talks cannabis investing with Todd Harrison (Podcast)
March 09, 2021 09:00 - 41 minutes - 38 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking cannabis investing with Todd Harrison, founding partner and CIO of CB1 Capital. “2021 will be remembered as the year [cannabis] emerged as a legitimate and powerful asset class,” wrote Harrison recently. The bull case for U.S. cannabis, he says, rests with the legalization wave - not just in the states, but at the federal level where the Blue Wave means a far more favorable regulatory environment. If Canna...
Talking interest rates and volatility - Steve Sosnick joins Alpha Trader
March 02, 2021 09:00 - 44 minutes - 40.9 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Steve Sosnick, chief strategist at Interactive Brokers. The biggest issue on many market-watchers’ attention right now is the rise in long-term interest rates, which last week sped up to a gallop. Keeping it simple, Sosnick says to pay attention to the Fed, which has tied its extraordinary accommodation to the return of a combination of full employment and inflation. In normal times, the move higher i...
Digital transformation comes to energy, autos, and currency - Jon Markman and Greg King join Alpha Trader (Podcast)
February 23, 2021 09:00 - 52 minutes - 48.1 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jon Markman, president and founder of Markman Capital, and Greg King, CEO and founder of Osprey Funds. Markman (who previously appeared on Alpha Trader in October) continues to believe the Fed ignited what’s going to be a decade-long bull run in stocks with their actions in response to the Covid crisis last year. With the Fed continuing to provide plenty of liquidity to the system, he’s targeting 92K ...
Still a bull, but hedging longs - Jack Bouroudjian joins Alpha Trader
February 16, 2021 09:00 - 33 minutes - 31 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jack Bouroudjian, chief economist and co-founder at UCX, and chairman of the Global Smart Commodity Group. The Fed is attempting to force-feed at least a modest level of inflation into the economy, says Bouroudjian, and so far it’s clearly been beneficial for stocks, commodities, and other assets like housing prices and cryptocurrencies. Worrying though is what if the Fed;s project doesn’t work as pla...
Randy Frederick on markets, Chris DeMuth on SPACs - Alpha Trader podcast
February 09, 2021 09:00 - 1 hour - 55.2 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking markets in general with Randy Frederick, VP of trading and derivatives at Schwab, and SPACs with Chris DeMuth, founder of Rangeley Capital, and editor of Seeking Alpha Marketplace service, Sifting the World. While Frederick believes things are looking frothy right now, he reminds that frothiness doesn’t necessarily mean a market downturn is in store, but instead that markets are vulnerable to a sizable dip....
Mike Novogratz and Howard Lindzon talk crypto, GameStop, Robinhood, and more on Alpha Trader (Podcast)
February 02, 2021 09:00 - 1 hour - 55 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking first with Mike Novogratz, founder and CEO of Galaxy Digital Holdings (BRPHF), and then with Howard Lindzon, co-founder of StockTwits and general partner at Social Leverage. “This GameStop (GME) squeeze is deeper than a squeeze,” tweeted Novogratz last week. “It is a revolution that started with people not trusting central authority; it is a call for transparency and fairness. It makes my more bullish crypt...
Things could get ugly quickly - Bob Iaccino joins Alpha Trader
January 26, 2021 09:00 - 32 minutes - 29.4 MBThis week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Bob Iaccino, chief strategist at Path Trading Partners, and co-portfolio manager at Stock Think Tank. “Be ready for an ugly January,” goes the title of Iaccino’s latest monthly newsletter. By that he means not necessarily a down move in markets, but instead plenty of volatility. While there’s been some volatility, it’s mostly been to the upside this month, with the S&P 500 up about 4%. Over the past f...