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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.
Play Trailer
Jan 3 2022
The MarketBeat Podcast Promo
This week Kate Stalter makes a big announcement about the upcoming MarketBeat
Podcast Links mentioned in this episode: podcast is hosted by ZenCast.fm
0 seconds
Oct 11 2022
Down Market, Good Stocks, Southern Company, PepsiCo, Caterpillar
Kate’s guest this week is Brian Mulberry, client portfolio manager at Zacks
Investment Management. Brian brings three large-cap ideas today and discusses
why one utility may have potential beyond the traditional role of a dividend
payer. Stick around until the end, because Brian shares how to access Zacks
research to get more ideas. -Why Brian’s utility pick, Southern Company, has
earnings durability that causes him to think it can withstand the higher cost of
capital as interest rates rise -The company has strong earnings growth, relative
to the S&P 500 and may be able to pass along higher costs to its customers
-Brian attributes the company’s recent blowout quarterly report to investments
that the company has made over the years -Should investors be looking to
utilities for a return beyond dividend yield? -Brian’s second stock, PepsiCo,
also has earnings durability -How the company’s growth through acquisition has
allowed it to have pricing power, by focusing on strong brand names -How Pepsi’s
focus on Gatorade and its distribution deal with Celsius is helping the company
expand its presence and loyalty in the youth market -Why Brian sees Pepsi’s
distribution strategy as an edge in the supply chain where other manufacturers
have fallen short -Brian’s third stock is an old-school industrial, Caterpillar,
which has also navigated supply chains well -Why Brian sees Caterpillar as large
earnings per share grower, based on increased infrastructure spending and the
Inflation Reduction Act. -Why he sees this stock as attractive, although it’s
not one he expects to behave like a red-hot growth stock Stocks mentioned in
this episode Southern Company (SO) PepsiCo (PEP) Caterpillar (CAT) How to learn
more about Zacks Investment Management www.zacksim.com Links mentioned in this
episode: podcast is hosted by ZenCast.fm
0 seconds
Oct 4 2022
3 Stocks Growing Their Businesses for 2023
Kate’s guest today is Kirk McDonald, portfolio manager at Argent Capital
Management. Today, Kirk has three stocks to discuss, and all from different
industries and with different market caps. He explains why each is a holding in
his portfolio, and how investors should evaluate the business case. -Kirk’s
first stock is Cheniere energy (LNG ): With Russia cutting off natural gas
supplies for Europe, Cheniere is well situated to be a supplier -The company has
the ability to grow its production significantly in the next few years -Why
revenue growth has been increasing since March of 2021, and will continue -For
the last decade, Cheniere has been investing in liquefaction facilities, meaning
export capacity is increasing, while also increasing cash flow and profit -The
company has been paying down debt rapidly -Why the explosive growth phase is
just hitting this established company -The second stock Kirk discusses is Fair
Isaac (FICO): The company is expanding rapidly from its existing line of
business, the well known FICO score -How lower mortgage applications are
affecting earnings estimates, but mortgages are not the bulk of the company’s
business -Kirk’s last stock is government contractor ICF International (ICFI), a
small cap that is involved in four growing areas in government spending -Why
Kirk expects this company to benefit from the Inflation Reduction Act -How
should investors allocate to smaller companies like ICF? Kirk looks at ways to
balance market caps within his portfolio -How barriers to entry give a company
like ICF an edge How to sign up for the Argent newsletter and learn more about
the investment strategies -www.ArgentCapital.com To see the portfolio holdings
and get more stock pick ideas: -www.ArgentETFs.com Stocks mentioned Cheniere
Energy (LNG) Fair Isaac (FICO) ICF International (ICIF) Links mentioned in this
episode: podcast is hosted by ZenCast.fm
0 seconds
Sep 27 2022
Fed Raises Rates: 3 Stocks to Watch Newmont Mining, Walmart, AMC
Today, Kate’s guest is Axel Merk, President and Chief Investment Officer of Merk
Investments. Axel has three very different stocks he discusses today, and frames
those within the current market and economic conditions. This episode includes:
-Newmont, the world’s largest gold miner, tends to be one of the first stock on
the way up on optimism about gold, but also one of the first on the way down, as
pessimism grows -Why Newmont and mining stocks are like “gold with a kicker” for
investors who believe gold is boring -Why miners can give you leverage over
owning just the hard asset of gold -Why the gold miners have to grow through
acquisition, as resources get depleted, but investors wanted to see the big
miners spend less money -How late-stage economic growth is generally good for
gold and gold miners -Axel also discusses Walmart, which as a defensive stock,
is a proxy for the current macro environment -As the economy is slowing, Walmart
typically does better, as middle-tier consumers gravitate toward lower-cost
stores -With a stagflationary environment, which can last a long time, investing
in proxies for the consumer price index, like Walmart, can work as a defensive
play -Why Walmart’s lackluster performance since late 2020 is a feature of a
defensive stock, rather than a bug -Why Axel considers AMC the speculative stock
to contrast with a defensive like Walmart -Why he believes the Fed needs to see
a contagion risk before they will stop tightening. -What factors to watch to
determine when the Fed will stop tightening -Why the meme stock of tomorrow
won’t be the meme stock of today, like AMC -What makes Axel believe the market
has not bottomed yet Stocks mentioned in this episode: Main discussion: Newmont
(NYSE: NEM) Walmart (NYSE: WMT) AMC (NYSE: AMC) Twitter: @AxelMerk Merk
Investments: mentioned in this episode: podcast is hosted by ZenCast.fm
0 seconds
Sep 13 2022
Do These Dividend Achievers Deserve A Place In Your Portfolio?
This week, Kate sits down with ETF portfolio manager Dave Gilreath, who offers a
perspective on “dividend achievers” and why these deserve a role in your
portfolio. Dave gives us ideas for some mid-caps that may not be familiar names,
but are showing potential, and paying dividends, which offset price declines,
even in a market downturn. -How do midterm election years in the US tend to
affect the market? Why is it common to see a larger downdraft in midterm years?
-Based on market history, what can we expect in the fourth quarter? -How is the
strong dollar affecting markets at the moment? -What is the Nasdaq’s Dividend
Achievers Index, and how does Dave use this in his investment strategy? -How do
dividends offset the downside in a bear market? -Which of the Dividend Achievers
has the least downside risk? -Why is a high P/E ratio not necessarily a concern
when evaluating a stock with strong growth? -How companies outside manufacturing
industries can flourish in a time of high inflation? -Why is a uniform rental
and cleaning-supply company among the stocks Dave likes now? -How to evaluate
whether a company is likely to contract or expand in a recession -Why does Dave
like a mid-cap industrial distribution company that is a new Dividend Achiever?
-Why buying during a time of market volatility can be advantageous to investors?
-Why an old-school tech name has resurfaced as a top pick, despite trading at
1999 levels -What is driving the business rebound of this U.S.-based broadband
networking leader? -How has the business model for networking companies changed
over the years? -Why a beleaguered big industrial is on Dave’s list, despite
being mired in litigation How to find Dave and Innovative Portfolios
www.InnovativePortfolios.com Dividend Performers ETF (IPDP) Links mentioned in
this episode: podcast is hosted by ZenCast.fm
0 seconds
Sep 6 2022
Stock Market, Bad News is Good News
This week on The MarketBeat Podcast Kate’s guest is Michael Wang, founder of
Prometheus Alternative Investments. Michael has done stints at Citigroup as well
as hedge funds and understands the market from various perspectives. In this
interview, he discusses why he believes institutional investors are positioned
bearishly at this time, and how individuals should approach their portfolios as
the summer rally seems to have fizzled. Topics in today’s interview include:
-Why Michael says “Do not conflate the market today with the economy today” -Why
the summer rally was due to better-than-expected Q2 earnings, as well as lower
commodity prices, despite high inflation numbers -Why tech stocks, along with
other growth names, are sensitive to interest rates, affecting their share
prices today -Was the summer uptrend just a bear market rally? It looks that
way. -Will the market continue to hold above its mid-June lows? -In which
sectors does Michael see potential right now? Does he see continued interest in
so-called FANG names? -Why does Michael see strength in the semiconductor space,
despite poor earnings or guidance? -How retailers like Target are pulling
forward bad news, whereas pandemic darlings like Peloton pulled forward good
news. -Investors know the economy is challenging, but they are managing their
expectations about earnings reports for that reason -How 2009 and 2020 were good
examples of why you shouldn’t conflate the market with the economy. Markets
price in economic recoveries before they happen. -Easy tips for holding stocks
and avoid buying at the top and selling at the bottom Find Michael at
www.prometheusalts.com Michael’s special offer for MarketBeat listeners to
access the Prometheus platform:   Enter code: BIRD for access Links mentioned in
this episode: podcast is hosted by ZenCast.fm
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Aug 30 2022
The Time For Cloud Stocks May Be Now
Today, Kate’s guest is Tom Samuelson, chief investment officer at Vineyard
Global Advisors. Tom remains optimistic about investors’ prospects going
forward, even as the market reacts to the words of Fed Chair Jerome Powell about
“pain ahead.” In this interview, you’ll hear Tom’s accurate forecast about the
market’s response to Powell’s comments at the Jackson Hole summit. But Tom also
offers several specific ideas regarding stocks he’s watching, and why. -How does
Tom frame the current market conditions, with the worst first half of the year
in decades for both stocks and bonds? -How government spending supercharged the
stock market in 2020 and 2021, but valuations eventually corrected as the
speculative bubble burst -How did the Fed’s increasing rates affect the market,
particularly many techs, such as cloud companies? -Why Tom believes much of the
bad news has already been discounted at this point, but he also believes the
market is currently overbought and expects a pullback -“Don’t fight the Fed” is
an old adage, and after Jackson Hole, it’s clear the Fed is not yet done raising
rates- as Tom predicted in this interview -Inflation will eventually come down,
but investors will have to wait it out -How the Ukraine war created supply
disruptions and affected food commodities -What Tom means by “revaluing” stocks
-Why you can look around and spot growing industries, like 5G -How Tom evaluates
growth for his portfolio, using fundamental metrics -In this kind of an interest
rate environment, why we’re seeing stocks at reasonable levels P/E levels -Why
Tom sees secular growth in the cyber security industry, despite stocks still
looking expensive, in terms of valuation -What is the “pick and shovel” analogy
and why does it apply to stocks today? In which industries does Tom see this
happening? -How should investors be approaching the markets at this juncture?
Tom sees a battle between the macro environment and what the technicals are
showing us -Why Tom thinks the market got ahead of itself, and what investors
should look for -Listen to Tom’s prediction about Fed rate hikes- which was
absolutely correct! Stocks mentioned in this episode: Twilio (TWLO) American
Tower (AMT) ServiceNow (NOW) CrowdStrike (CRWD) Palo Alto Networks (PANW)
Freeport McMoRan (FCX) Aptiv (APTV) How to learn more about Vineyard Global:
mentioned in this episode: podcast is hosted by ZenCast.fm
0 seconds
Aug 23 2022
Fantasy Football Strategy With Your Stock Portfolio
Today Kate welcomes back repeat guest Rob Isbitts, who offers a somewhat
contrarian take on the market, but always with an eye on making money in any
market condition. Today, Rob discusses his strategy for making portfolio
withdrawals while still maintaining account value, and explains why his
investing methodology is like fantasy football! -What story does Rob think the
market is telling us now? -What is Rob’s proprietary Investment Climate
Indicator showing in terms of risk over the next 12 months? -Rob uses a number
of indicators as part of his ICI: What dangers are they flashing? -Which
indicator is at its same level as in 1929, at the start of the Great Depression?
-What is the bond yield curve showing, when it comes to predicting a recession?
-How should investors approach the portion of their portfolio traditionally
allocated to fixed income? -Why Rob says reaching for yield is not the way to
navigate this period of time in the market -How does Rob suggest replacing the
role bonds used to play in a portfolio? -Why Rob suggests you watch or rewatch
the movie “The Big Short” -What is Rob’s proven strategy for “spinning out”
income from an investment account while maintaining your original account value?
-Why Rob uses ETFs to avoid the problems associated with individual stocks? -How
to incorporate the “Avoid Big Loss” strategy -How Rob uses slots in a “fantasy
sports” manner to allocate ETFs in a portfolio -Why aren’t investment advisors
using Rob’s “spin” methodology? -What the biggest investment issue is for people
who are 75% of the way toward retirement, given the current mess of a bond
market, and without Wall Street’s help How to find Rob: mentioned in this
episode: podcast is hosted by ZenCast.fm
0 seconds
Aug 16 2022
ESG - Profitably Invest Your Values
In today’s episode, Kate chats with guest David McNatt, executive vice president
of Investment Solutions at AssetMark, an asset management platform. David is a
specialist in ESG investing - which stands for investing with a focus on
Environmental, Social and Corporate Governance concerns. David not only shares
specifics about exactly what ESG investing is, but offers ways to avoid pitfalls
and to understand exactly what kinds of companies you are buying, if you want to
express your values or social concerns through your investments. In this
conversation, you will learn: -Why it’s important to understand the distinctions
between terms also used to describe ESG investing -Ultimately, investors want to
drive a positive impact relative to a specific objective -How some investors can
improve their financial outcome by incorporating ESG into their investing
process -How investors who want to express a specific mission-driven objective
can incorporate ESG -What ESG stands for: Environmental, Social and Corporate
Governance, and how each of those areas of investment have different criteria
-Why some of the ESG metrics can be predictors of how a company may perform in
the future -Is an “exclusionary” approach to ESG investing the best way to
allocate your portfolio? -Why it’s important for investors to understand that
ESG investing is still evolving, and there’s no single uniform definition -What
is “greenwashing” and why do investors need to be aware of this? -What should
investors look for, when trying to determine whether a stock’s actions and
business is aligned with its stated ESG objectives? What are some signs to look
for? -How do you monitor ESG metrics among companies with operations or large
parts of their revenue generated in emerging markets, where regulation and
oversight may be less stringent -Why it’s important not to make assumptions
about ESG-rated companies, when even Tesla lost its ESG rating with Standard &
Poor’s due to safety and working conditions in factories outside the U.S. -Do
you need to sacrifice return if you want to be an ESG investor? -You don’t have
to guess about performance: Over a 22-year period, ESG has provided a comparable
or even slightly enhanced return -Why institutional investors often have
different objectives than an individual investor who is saving for retirement.
-If you have a very specific investment objective, that impact orientation
narrows the list of companies you can invest in -How does David suggest that you
begin learning about ESG if you want to invest for a specific objective or to
align your portfolio with your values How to learn more about AssetMark:
mentioned in this episode: podcast is hosted by ZenCast.fm
0 seconds
Aug 9 2022
Investing in What You Know Has Changed
Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree
Ridge, a multi-strategy asset management firm. Prior to that, Mike was a
successful technology serial entrepreneur, having started more than 13 startups.
He brings that varied perspective to our market discussion today, sharing what
investors can learn from studying the past, as well as offering some ideas about
asset classes with future potential. -Why Mike believes investors would benefit
from “reviewing the tape” and learning from market and economic history -How did
various economies in the past weather periods of high inflation? -Why conditions
in even smaller economies like Ukraine affect the global marketplace -How Mike’s
experience as an immigrant influences his view of getting through periods of
high inflation -How to view asset classes in terms of your time horizon, risk
appetite and your own understanding of various instruments -Why Mike recommends
dollar-cost-averaging names that you know -Why Mike’s version of “buy what you
know” may be different from the traditional way you’ve heard that advice -Why
Mike owned three stocks for years, and continued investing because he understood
the businesses and had conviction in their potential -How to understand how to
navigate the complexities of any given trade, based on your view of markets -Why
commodities, such as energy and grains, will continue to be in demand,
regardless of technological developments -Why does Mike see potential in the
housing sector, given the challenges right now? How to contact Mike:
mike@olivetreeridge.com LinkedIn: mentioned in this episode: podcast is hosted
by ZenCast.fm
0 seconds
Aug 2 2022
Find Investing Opportunities For The Rest of 2022
Today, Kate’s guest is Rhys Williams, chief investment officer for the
Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset
Management. Amidst all the understandable (and very real) doom-and-gloom in
today’s market, Rhys has identified some bright spots, and some areas where
investors may see potential in the coming months. Kate and Rhys discuss: -Why
Rhys believes the worst of the market downturn may be behind us -Does Rhys think
bonds are about to reverse the string of poor performance and should be “your
friend” again -Why Rhys believes earnings estimates will decrease in the coming
quarters -Will the 60/40 portfolio work for the latter part of the year, and
why? -What are commodity prices saying about the future of the market? -How
should investors be looking at their allocations, while considering investments
such as MLPs or REITs? -Why dividend yields should be a part of your investment
strategy? -How does Rhys view the future of the energy industry, and what that
means for investors? -What is the future of REITs, given that they track
different types of properties? -Why Rhys sees the snack, soft drink and alcohol
industries as potential defensive plays. -Why Rhys sees a role for both funds
and individual stocks in investors’ accounts How to learn more about Rhys’
investment strategies: mentioned in this episode: podcast is hosted by
ZenCast.fm
0 seconds
Jul 28 2022
Portfolio Management in Market Downturns
Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his
views on portfolio management during the downturn, with some very practical
steps to allocate your money, as well as invest for tax advantages. Investors
and traders sometimes overlook the tax consequences of their decisions, but tax
strategies - or lack thereof - can mean a significant difference when it comes
to your bottom line. A bear market is a great time to review your holdings and
optimize your account to preserve capital and take advantage of tax strategies.
-Why Clark says investors should remain calm through the bear market -How
investors can manage their holdings right now to realize losses for tax purposes
-How to do a Roth IRA conversion, paying taxes in a year when the market is
down, and have a tax advantage going forward -Why Clark advises using
dollar-cost average to get a discount on funding your retirement account -Why
it’s unlikely you can call the bottom of the market -The two biggest mistakes
individual investors make -How Clark views fixed-income investing in this market
-Why Clark likes dividend-paying stocks -An alternative way to invest in crypto
-Pros and cons about using mutual funds -How to handle individual stocks for
appreciation as well as tax management -How does Clark approach portfolio
diversification? What types of vehicles does he suggest using within a
portfolio? -How to plan for a retirement that may last 20 or 30 years- so you
can maintain purchasing power and avoid running out of money in your golden
years -What inflation rate and real rate of return should retirement investors
be using right now? How can you do that calculation? kendallcapital.com Links
mentioned in this episode: podcast is hosted by ZenCast.fm
0 seconds
Jul 26 2022
Bear Market Tips For Active Traders
In this episode, Kate chats with Dan Raju, CEO of trading platform Tradier. Dan
has a unique perspective on how traders and investors are behaving in these
market conditions, as well as who’s trading what. You may be surprised at what
he’s identified. Kate and Dan discuss: -What dichotomies is Dan seeing, in terms
of how traders with different styles are responding to the current market?
-Dan’s view of increased options trading in recent years -Who are the most
active options traders right now? -Are traders basing their strategies on
fundamentals or technicals? -Which stocks and sectors are seeing heavy trading
as interest rates increase? -After steep declines in some tech stocks, are
investors going back to fundamentals, as they evaluate future potential? -Does
Dan see continued trading in the meme stocks? How do interest rate hikes affect
meme-stock trading? -Are most investors looking for income or price
appreciation? -How does the retail investor’s sentiment differ from that of
professional investors? -How do international investors view U.S. stocks, and
how are they affecting trading volumes? -Does having a negative sentiment
actually help advisors gather assets? -Why Dan believes his firm’s recent
trading volume has been its highest ever -What does Dan see at the macro level,
when it comes to market changes since 2016? -Are newer traders behaving
differently today, than in the past? -How did trading apps, fintech and lower
trading commissions affect market growth? Stocks mentioned in this episode: NFLX
META How to learn more about Dan and Tradier: mentioned in this episode: podcast
is hosted by ZenCast.fm
0 seconds
Jul 19 2022
You CAN Make Money In a Bear Market, Here's How !
In this episode, Kate chats with regular guest Rob Isbitts, who, as always,
debunks some traditional investing ideas, such as “buy the dip” and only going
long while the market is in rally mode. -Why Rob says it’s doesn’t matter
whether we are in a bull or bear, and why he says it’s possible to make money
now -How to avoid panicking in a bear market -Why it’s important to invest in
the market we are given, not the market we wish we had -Should investors shift
their focus from individual stocks and toward ETFs? -How can you play defense,
while also knowing that your defensive investing is an offensive weapon? -How
should you use inverse ETFs? -Which ETFs allow you to mix offense and defense?
-Do factors such as inflation, recession or the Fed matter to your investment
strategy? -What is the problem with so many investors now using charts? Using
charts is critical, but what is the big mistake they are making? -Why does Rob
use multiple time frames in his chart analysis? -How are the traditional
indicators functioning today, in a fast-moving, algorithm-driven market? -Why
your stock is likely to follow the direction of its broad sector or industry,
given all the ownership in index funds -Is the traditional advice to “buy the
dip” still a good idea? How to find Rob: @robisbitts LinkedIn: mentioned in this
episode: podcast is hosted by ZenCast.fm
0 seconds
Jul 12 2022
Ignore Traditional Investment Advice That Doesn’t Work
Today Kate chats with Peter Tanous, investment advisor and author of “The Pure
Equity Plus Plan: Your Path To A Multi-Million Dollar Retirement.” In this
episode, Kate and Peter discuss: -Why Peter believes individuals should own
stocks inside index funds, but should not be picking single stocks -What Peter
believes is the No. 1 cause of the current market decline -Is the market
responding to the current decline in gas prices and commodity prices? -What
action could the Fed take that may cause another market bull run? -What
specifically should older investors do to preserve capital, once they have
amassed wealth? -Should investors follow the traditional financial planning
advice to diversify internationally? -What is the mistake investors make when
using Modern Portfolio Theory? -Which asset classes could offer investors income
in this environment? Peter’s Amazon author page: mentioned in this episode:
podcast is hosted by ZenCast.fm
0 seconds
Jul 5 2022
Is The Market Near a Bottom, Does it Matter?
Today’s interview is a little different, in that you get a LOT of market
perspective from someone who’s been analyzing stocks from the ground up, for
more than three decades. In this conversation, Kate chats with Nancy Zambell,
the chief analyst for the Cabot Money Club Letter - and Nancy has a really deep
and varied background in the financial industry - as she mentions in this
interview, she’s been a banker, real estate professional, and a stock market
analyst. Nancy tells us about her process, back in the day, of driving around
the country, visiting small companies to get a first hand view of their
operations - and she has some pretty funny stories about several of these
experiences - and in addition to being a fun discussion, Nancy does offer some
warning signs about what might give you pause, when evaluating a possible stock
purchase She also gives a detailed rundown of what SHE is looking for in a
stock, using the time-tested value analysis pioneered by Benjamin Graham - who
was Warren Buffett’s mentor. Finally - Nancy also shares two stocks and one ETF
that she recently featured in her advisory - and tells us why she believes these
are worth watching - even as they are - like almost everything else - currently
off their highs Lots of gems here, and some fun, as well today - give a listen
to Kate’s interview with Nancy Zambell, of the Cabot Money Club Letter Links
mentioned in this episode: podcast is hosted by ZenCast.fm
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