On today's show, we are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more!| A Wealth of Common Sense
On today's show, we speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!| A Wealth of Common Sense
On today's show, we are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions about option-based strategies, and much more!| A Wealth of Common Sense
On today's show, we are joined by Nick Frasse, Product Manager at VanEck and Angus Shillington, Deputy Portfolio Manager at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more!| A Wealth of Common Sense
On today's show, we are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfolio turns over, stock picking within small cap growth, and much more!| A Wealth of Common Sense
On today's show, we are joined by Michael Sidgmore of Broadhaven Ventures to discuss all things Alternatives.| A Wealth of Common Sense
On today's show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock's favorite Mega Force themes to invest in, investing in the reshoring theme, IBIT trading volume, the Ethereum ETF launch and Ethereum use cases, getting cash off the sidelines, and much more!| A Wealth of Common Sense