Podcast

This is a summary of these two interviews.  Both are very interesting.

Turk Capital is a Commodities Trading Advisor (CTA) and a Registered Investment Advisor (RIA).  Their investment strategy is based completely on signals provided by Trimtabs Investment Research, who have a proprietary investment strategy based upon investor behavior and supply and demand between buyers and sellers in the U.S. stock market, using 21 factors in evaluating…

Chris Barry, VP of Corporate Communications for National Retail Properties, a publicly traded Real Estate Investment Trust (REIT).  NRP’s business model is to purchase stand alone, single occupancy retail stores and charge the occupant on a “Triple Net Lease” basis.  They own over 2000 properties in 47 states and are all cash buyers of these…

Natalie Caldalari discusses Swiss Infinity Global’s role in benefiting U.S. investors by holding their investments in Switzerland and investing globally from a Swiss perspective.

Listen to Tim Plaehn, editor of two newsletters – The Dividend Hunter and 30 Day Dividends – Tim is a longtime investor and investment analyst, and focuses on High Yield positions, looking typically at those designed for higher yield – REIT’s, Business Development Companies, Master Limited Partnerships, Closed End Funds, etc.  These are investments designed…

Listen to Rocky Emery discuss this unique way for the small, retail investor to invest in Hedge Funds.  Typically, Hedge Funds  seek to protect investments through various techniques  that are unavailable in mutual funds and ETF’s.  Hedge Funds have grown in popularity significantly, however they  have been available only to large institutions and wealthy private…

Vahan Jangigian has an impressive and long background in the world of finance – A PhD in Finance, Chartered Financial Analyst, several faculty positions in academia, editor of the investment newsletter Forbes Special Situation Survey for many years, author of the book “Even Buffet isn’t Perfect” – After many years of a strong investment track…

Listen to Ryan Wright tell about Fig Tree’s lease purchase ventures in oil leasing.  By aligning themselves with top tier public drillers, they buy non- operating lease holds, primarily in North Dakota,  generating cash flow from the oil drilling, plus the potential capital gain resulting from the value of the leasehold.  Like all oil exploration…

Here is a short summary of these two interviews.

John Majalca entered residential real estate in San Antonio, TX in 2001 and developed a unique and productive model  for residential real estate investing in San Antonio that he has continued since that time.  He does fifty to one hundred property deals a year and has investors from throughout the country.  Anyone interested in  residential…

Dario Michalek is a Commodities Trader, focused on pattern recognition and trend following in commodities, currencies, equities and other markets, all thru the Futures markets.  He uses leverage and seeks to take advantage of directional moves of markets.  They can be either “Long” or “Short” in their positions and offer broad diversification from the typical…

The writer of four different newsletters, Bret Jensen is a longtime investor, former Hedge Fund Manager and writer for SeekingAlpha.com and other sites.  Listen to how he evaluates and selects stocks, on a “Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotech gems.  Bret writes for Investors Alley.  Listen to his take on how…

This is a summary of these two interviews.

Dr. Mark Skousen, Chair of Management at the Mark Skousen School of Business at Grantham University in New York, Presidential Fellow at Chapman University, author of twenty-five books on economic issues, thirty-five year publisher of his flagship Newsletter – Forecasts and Strategies –  and now three additional investment newsletters,  investment analyst and the owner and…

Michael Markowski, longtime stock analyst, researcher and part time financial columnist, discusses his “Social Community Investing” system.  By focusing on cash flow, he has developed his methodology for evaluating and determining the potential growth of emerging companies.  Recognizing the opportunities of particular pockets of the digital economy over the next few years  related to smart…

Mike is a former software engineer and company owner who has applied his engineering skills to the world of finance.  He writes newsletters and is an investment manager who looks to read markets, recommend being in the market or in cash or short the market, and recommends specific stocks, all through very sophisticated market analytics….

Jeff tells us about the Stock Trader’s Almanac’s plethora of information re: the U.S. Stock market – As examples, some of the Table of Contents says “First month of Quarters is the Most Bullish” – “Don’t sell stocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The Fifth Year of Decades” –…

Paul and I play and discuss several short interviews that we conducted at the National Association of Active Investment Advisors, at their annual conference in Newport Beach, CA in May of this year.  Lots of positive comments about NAAIM and good information on several unique investment strategies.  We apologize for the poor audio of my…

Ben discusses their services to RIA firms, primarily indices that they provide for mutual funds, and addresses the dangers of “Buy & Hold” investing.

A previous year’s Wagner award winner for strategy creation and development, David discusses the strategy and its application for active investment management.

Ken discusses the benefits of NAAIM, the importance of active management and the seven investment models that their firm uses for clients.

Spectrum is an RIA firm and manager of mutual funds.  Ralph discusses NAAIM and the uniqueness of Spectrum’s mutual fund management strategies. 

Dudley discusses his presentation at the conference on the statistical analysis of the daily movement of the S&P 500, resulting in daily positions of long, short or neutral/cash.

Larry, known by many as the face of options trading, discusses the importance of NAAIM and the primary options strategy that he uses for his clients.