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
Alpha Trader #17 - Fear turns into fear of missing out - Alpha Trader talks with Helene Meisler
February 11, 2020 09:00 - 33 minutes - 30.7 MBThis week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with veteran Wall Street technician and current Realmoney.com columnist Helene Meisler. Was that it? The great correction of early 2020 was a relatively brief and shallow one. Just days after a bit of fear entered the markets, the major U.S. averages are marking (or close to) new all-time highs. Meisler expects another modest move down is necessary to wring out a few more of the excesses that were evident a...
Alpha Trader #16 - The correction begins: Alpha Trader talks with John Roque and Sri Thiruvadanthai
February 04, 2020 09:00 - 36 minutes - 33.9 MBThis week's Alpha Trader podcast features Wolfe Research Managing Director John Roque, and Jerome Levy Forecasting Center Director of Research Sri Thiruvadanthai. Roque's technical indicators prior to last week were clearly pointing to a coming correction, and the coronavirus scare was the excuse needed for markets to begin heading down. Folks are already wondering when to buy the dip, but Roque notes the move lower has been very modest both in terms of points and time. With the S&P 500 (SPY...
Alpha Trader #15 - Fear of missing out turns into fear
January 28, 2020 09:00 - 26 minutes - 24.2 MBThe one-way stock market has gotten its excuse to reverse course a bit with the coronavirus panic. Even with the skittishness, hosts Aaron Task and Stephen Alpher note it's only been the most modest of pullbacks so far. Even if inclined to buy-the-dip (and the hosts lean that way), there's no need to rush to do so. The question at hand: Is the market in a 1999 topping-out scenario or a mid-90s correction within a major bull market? Paul Tudor Jones, Seth Klarman, and even corporate gadfly tu...
Alpha Trader #14 - The next really big thing - Cody Willard talks with Alpha Trader
January 21, 2020 09:00 - 26 minutes - 24.6 MBHedge fund manager and editor of Trading With Cody, Cody Willard joins Alpha Trader hosts Aaron Task and Stephen Alpher for this week's podcast. The episode begins with a discussion of Tesla (TSLA), and Willard - who was a longtime bear on the company (but never short) - began buying close to last year's lows alongside the introduction of the Model 3. Making him even more bullish was the unveiling of the cybertruck. Willard believes every car on the planet over the next five-to-ten years is ...
Alpha Trader #13 - Don't fight the Fed - Tony Dwyer talks with Alpha Trader
January 14, 2020 09:00 - 29 minutes - 27.2 MBCanaccord Genuity Chief Market Strategist Tony Dwyer joins Alpha Trader hosts Aaron Task and Stephen Alpher to kick off the podcast's 2020 season. Dwyer was among the more bullish strategists last year - and he remains constructive on stocks - but the market's big rise leaves the S&P 500 (SPY) only about 5% below his 2020 target. At the root of Dwyer's bullishness last year was the Fed's about-face, with a switch to rate cuts throughout 2019 vs. the previous years' rate hike cycle. Currently...
Guest Episode - Value Investor's Edge Live With Flex LNG's CEO
January 07, 2020 09:00 - 43 minutes - 49.7 MBWe're sharing an episode from our Value Investor's Edge Live podcast, hosted on our The Investing Edge channel, in place of our normal Alpha Trader show (which will return next week). This episode features our host, J Mintzmyer of Value Investor’s Edge, speaking with Oystein Kallekev, CEO of Flex LNG, about the overall LNG shipping markets, US-China potential, and IMO 2020 impacts. Shipping has been one of the most buzzed about sectors in the market in recent months, and J is one of the lead...
Alpha Trader #12 - The coming reflation: Michael Gayed talks with Alpha Trader
December 31, 2019 09:00 - 21 minutes - 19.3 MBAlpha Trader concludes its first season with an interview of Michael Gayed, a prolific and well-followed Seeking Alpha contributor, and also the editor of The Lead-Lag Report. Inflation expectations have bottomed out, argues Gayed, and if reflation is the theme going forward, that means good things for some lagging equity sectors - notably financials (XLF), emerging markets ([[EEM]], [[VWO]]), and commodities like energy (XLE). On the flip side, reflation would mean just the opposite not jus...
Alpha Trader #11 - Alpha Trader looks back and ahead
December 24, 2019 09:00 - 21 minutes - 20.2 MBAlpha Trader's 11th episode features hosts Aaron Task and Stephen Alpher riffing on the year just passed, and mulling what might be to come in 2020. Before getting into 2019, Task reminds just how poor 2018 was - with negative returns across pretty much every asset class of note. That red ink came alongside what turned out to be the end of a multi-year Fed tightening cycle. 2019 brought with it Fed easing, and the market responded by moving sharply higher. The "soft landing" having been achi...
Alpha Trader #10 - Trading game has changed, but alpha remains - Jon Najarian chats with Alpha Trader
December 17, 2019 09:00 - 30 minutes - 27.6 MBAlpha Trader's 10th episode features longtime options trader Jon Najarian. Well-known for his CNBC appearances, Jon (along with his brother) is currently hanging his shingle at Market Rebellion. Don't even try to profit by reacting to the headlines, says Najarian. The machines are way ahead of even the most sophisticated traders. Instead, he says, have a plan in place for what names/sectors are going to be able to sustain a move after the headline has worn off. Getting to specifics, Najari...
Alpha Trader #9 - What the bears keep getting wrong - Mark Dow talks with Alpha Trader
December 10, 2019 09:00 - 29 minutes - 27.2 MBAlpha Trader's ninth episode features Behavioral Macro blog author and former hedge fund manager Mark Dow. Dare we say, "goldilocks?" The economy continues to move forward without inflation moving higher, says Dow. As for asset prices, lingering fear of the financial crisis is keeping animal spirits somewhat in check. Add it up, and Dow sees the Fed happy to stay on hold well into the next year even as short-term rate markets are (kind of) pricing in another rate cut in 2020. Dow puts to bed...
Alpha Trader #8 - Talking tariffs, holiday sales, and OPEC at Alpha Trader
December 03, 2019 09:00 - 28 minutes - 26.1 MBThe eight episode of Alpha Trader features longtime energy trader Bob Iaccino of Path Trading Partners. Asked to handicap this week's OPEC meeting, Iaccino doesn't expect additional production cuts (nor does he see the cooperation for cuts in the future). One reason is OPEC's dwindling influence over the global crude market. He notes the previous cut had little effect, and OPEC likely realizes it would take a drastic reduction to really move prices higher. Another reason is the Saudi Aramco ...
Alpha Trader #7 - The last sustainable edge: Talking with Jim O'Shaughnessy
November 26, 2019 09:00 - 28 minutes - 26.3 MBThe seventh episode of Alpha Trader features Jim O'Shaughnessy, who helms O'Shaughnessy Asset Management, and is the author of several book on the market, including the seminal What Works on Wall Street. "Arbitraging human nature is the last sustainable edge," says O'Shaughnessy when asked if "what worked" when that book was published (1997) still works today. In other words, yes, systematic and rules-based strategies still have a place for investors looking for alpha. Passive investors, s...
Alpha Trader #6 - Talking Gold and Stocks with Scott Bauer and Ryan Detrick
November 19, 2019 09:00 - 30 minutes - 27.6 MBThe sixth episode of Alpha Trader features not one, but two guests, with hosts Aaron Task and Stephen Alpher speaking to longtime gold trader Scott Bauer and stock market strategist Ryan Detrick. First up is Detrick, who talks about the record-breaking length of this economic cycle - currently 124 months and counting. While this may suggest the bull run is getting long in the tooth, Detrick notes nominal GDP has grown just 50% over the 10 years, or roughly inline with post-war economic up-c...
Alpha Trader #5 - The Man Who Solved The Market with the WSJ's Greg Zuckerman
November 12, 2019 09:00 - 29 minutes - 27.1 MBThe fifth episode of Alpha Trader features hosts Aaron Task and Stephen Alpher talking to the WSJ's Greg Zuckerman, author of The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution. Already a highly accomplished mathematician and successful commodities trader, Jim Simons in his mid-40s wanted more, and took his particular set of skills to the far deeper world of stocks. Equities trading then (the mid-80s) was dominated by fundamental analysis, but Simons didn't know the...
Alpha Trader #4 - Jim Grant Talks The Fed, Uber, And A Long Idea
November 05, 2019 09:00 - 33 minutes - 31 MBThe fourth episode of Alpha Trader features hosts Aaron Task and Stephen Alpher talking to Jim Grant, the founder and editor of Grant's Interest Rate Observer. The business of modern-day central banking, says Grant, is the business of manipulating the most sensitive price in capitalism - the rate of interest. If Jay Powell can't seem to get anything right, it's because the very nature of his job assures he'll be wrong. At least, notes Grant, Powell hasn't taken the U.S. down the path of nega...
Alpha Trader #3: A divided Fed and a divided U.K. - The CME's Blu Putnam
October 29, 2019 08:00 - 23 minutes - 21.4 MBThe third episode of Alpha Trader features hosts Aaron Task and Stephen Alpher talking CME Group Chief Economist Blu Putnam, with topics moving from the Fed, to Brexit, and then back to these shores and the U.S. economy. The Fed is surely cutting rates this week, says Putnam, but the FOMC is quite divided - some are arguing that rate cuts aren't needed, and others are pushing for an even faster pace of monetary ease. He's going to be very interested in how Fed Chair Jay Powell navigates thes...
Alpha Trader #2 - Watch The Price, Not The News With J.C. Parets
October 22, 2019 08:00 - 41 minutes - 37.6 MBThe latest episode for Alpha Trader features hosts Aaron Task and Stephen Alpher talking with J.C. Parets of All Star Charts. J.C. is pure technician - caring not a whit about any of the news, but instead purely focused on what the charts are saying. And what is he hearing? Stocks for the last couple of years have essentially been in a consolidation following an historically strong bull market. This sort of pattern typically resolves in a continuation of the previous trend - meaning a fresh ...
Alpha Trader #1: Talking markets with Eddy Elfenbein
October 15, 2019 08:00 - 34 minutes - 31.5 MBEddy Elfenbein runs the must-read Crossing Wall Street blog and is portfolio manager for the AdvisorShares Focused Equity ETF (CWS). Elfenbein is notable for creating a Buy List of 25 stocks to get into at the start of the year, and then sticking with those names for the next 52 weeks. Also notable: Said list has topped the return of the S&P 500 for 13 straight years, and is set to do so again in 2019. In this initial episode for Alpha Trader, hosts Aaron Task and Stephen Alpher talk markets...
Alpha Trader: Meet the Hosts - Aaron Task & Stephen Alpher
October 08, 2019 08:00 - 6 minutes - 6.4 MBWelcome to the trailer episode of Alpha Trader - Seeking Alpha’s latest podcast which dives into the most important market news and provides insights on upcoming market events. In this trailer, hosts Aaron Task and Stephen Alpher introduce themselves by chatting about a couple of the best and worst trades of their career. The first full episode is scheduled for release on October 15. Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing "Alpha Trader," A New Show From Seeking Alpha
September 27, 2019 18:02 - 45 seconds - 772 KBAlpha Trader is a weekly investor-focused podcast produced by Seeking Alpha that will dive into the most impactful market news and set the stage for upcoming market events. Hosted by Aaron Task and Stephen Alpher, episodes will be available every Tuesday, and will include discussions with market experts on topics relevant to active traders. Learn more about your ad choices. Visit megaphone.fm/adchoices