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What's Next?

Peter Buffett

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Getting from “here” to “there” is rarely obvious - or a straight line. But radical imagination is always part of the process. "What’s Next?" is a series of conversations in which my friend Jimmy Buff and I invited some insightful humans to share their ideas on changes to come and how we might help to create that change. We also talked with folks who shared their wisdom regarding how we got here. This is both a time capsule of moments gathered between 2015 and 2017 and a harbinger (we hope) o ...
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Smead Investor Podcast

Smead Capital Management

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Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management.
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Private Investor's Podcasts

Hosted by Investors for Investors

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Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer! Maynard Paton has been stock-picking for 25-plus years and is a well-known private investor within the UK small- cap community. Significant influences on Maynard’s investing style are the strategies of Warren Buffett, Peter Lynch ...
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Spend each day trying to be a little wiser than you were when you woke up. Day by day, and at the end of the day-if you live long enough-like most people, you will get out of life what you deserve.
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Chit Chat Stocks

Chit Chat Stocks

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Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Famous Lost Words” unearths the greatest interviews of all time. Hosted by songwriter and legendary MuchMusic Veejay Christopher Ward and longtime CHUM radio producer (and archivist) Tom Jokic, “Famous Lost Words” is a weekly podcast on the iHeartRadio Canada app. It’s a deep dive into the extensive iHeartRadio archives – featuring classic interviews that haven’t been heard since they first aired.
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CONKERS' CORNER

CONKERS' CORNER

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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:26) Discussion on Super Microcomputer (09:46) Acquisition of Seven and I Holdings (19:14) Microsoft's Reporting Changes (31:13) Carl Icahn's SEC Charge (39:25) Nerdy: Small Cap of the Week (40:25) Collapse of…
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August 30, 2024 – In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava explains how the Fed's focus has now shifted from high inflation to a weakening job market, especially now that we've seen one of the largest downward revisions to the jobs data since the Great Financial Crisis and recession of 2008. Chris discusses the …
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Aug 29, 2024 – Gold recently hit a new record high and silver is holding around the $30 range. How much longer can the bull market in precious metals last and is silver poised to hit a new high above its 2011 peak at $50? That’s what we’re going to discuss...By fswebmaster@financialsense.com (Financial Sense)
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Aug 28, 2024 – China dominates the global supply chain in a wide variety of strategic sectors, most of which are related to renewable energy, batteries, and now electric vehicles. Can the US or other Western countries compete on price or...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include: (04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings (08:28) Lynch's Replicable Approach and Process (13:36) Letting Winners Run: The Power of Long-Term Growth (28:08) Iden…
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Aug 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals...By fswebmaster@financialsense.com (Financial Sense)
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss: (04:44) Hims & Hers: Flying Too Close to the Sun (11:58) The Risk of Regulation in the Healthcare Space (17:08) The Value Proposition of Hims & Hers in the Healthcare Indu…
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Aug 22, 2024 – In today's FS Insider podcast, Lyn Alden explains how fiscal dominance, characterized by substantial government spending, is reshaping the effectiveness of monetary policy and influencing the broader investment landscape...By fswebmaster@financialsense.com (Financial Sense)
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The topics, stocks and shares mentions / discussed include: Could this stock become a future 1000% winner Animalcare Group / ANCR Genus / GNS Hikma Pharma / HIK Exelixis / EXEL Venture Life Group / VLG Polar Capital Healthcare Opportunities Fund Invesco S&P Smallcap Healthcare ETF Uniphar / UPR Novacyt / NCYT Deltic Energy / DELT Totally / TLY July…
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Aug 21, 2024 – Regardless of who wins the US presidential election this November, a number of structural forces will continue to drive the macro landscape this decade. Christian Takushi, a geopolitical strategist and macroeconomist...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them! (02:41) First Stock: A Leading Provider of Human Capital Management Software (34:20) Stock Two: An Online Visibility Management Platform *************************************************…
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Aug 20, 2024 – Both candidates running for 2024 are pushing for pro-inflationary policies while the media is largely ignoring gold's push to new record highs against the US dollar. Peter Boockvar, author of the widely-read Boock Report joins us...By fswebmaster@financialsense.com (Financial Sense)
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:Introduction and Weekly NewsAntitrust Litigation and the Potential Breakup of GoogleCEO Poaching: Starbucks and ChipotleHighest Stocks on the WatchlistBumble's Stock Price Decline and Management ConcernsFuture Sma…
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Aug 16, 2024 – In this weekend's edition of the Financial Sense Newshour, we feature an insightful interview with Robert Rapier, a renowned chemical engineer and energy expert. Rapier provides a compelling analysis of the current state...By fswebmaster@financialsense.com (Financial Sense)
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Aug 16, 2024 – Chris Puplava discusses the role corporate buybacks are playing in driving the bounce back in stocks and why we are starting to increase our exposure to emerging market bonds. Also, Chris covers the most recent economic data...By fswebmaster@financialsense.com (Financial Sense)
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Aug 14, 2024 – Following last week's market decline, the S&P 500 has experienced a notable rebound. To gain insight into the current market landscape and potential future trajectory, FS Insider speaks with Jeffrey Hirsch, editor of the Stock Trader's...By fswebmaster@financialsense.com (Financial Sense)
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Aug 14, 2024 – Kurt Kallaus at ExecSpec.net, who correctly forecasted the recent pullback, gives FS Insider an update on his market and economic outlook, discussing a potential retest as well as what he's seeing in the data when it comes to concerns over...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the…
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Aug 12, 2024 – In today's episode of the Lifetime Planning podcast, we explore the intriguing science of red light therapy with Scott Chaverri from Mito Red Light. Scott delves into how various wavelengths of light, including infrared and near-infrared, interact with...By fswebmaster@financialsense.com (Financial Sense)
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: Introduction and Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tick…
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Aug 8, 2024 – James Garriss, a weather and climate expert specializing in economic and commodity impacts, joins us today to discuss the new records set by Hurricane Beryl this year. He will share insights on what to expect in the next 2-3 months...By fswebmaster@financialsense.com (Financial Sense)
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The topics, stocks and shares mentions / discussed include: Winning watchlist investing opportunities from the market sell-off, Polar Capital Holdings / POLR Visa / V Rightmove / RMV Moody's / MCO Wood Group / WG. Croda / CRDA AstraZeneca / AZN St James's Place / STJ The Japanese Carry Trade, Margin Calls Keras Resources / KRS Mkango Resources / MK…
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Aug 7, 2024 – FS Insider speaks with Shehzad Qazi, Managing Director at China Beige Book, the leading source of proprietary data on the Chinese economy, to get their view on China, including preparations for another major trade war...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about: (07:04) The History of Nintendo and its Business Model (12:19) The Durability of Nintendo's Active Users (21:14) The Potential Impact of the New Nintendo Switch Console (31:39) Growing Conviction in Other Entertainment …
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Aug 6, 2024 – Warren Buffett, one of the world's richest and most successful value investors of all time, raised a significant amount of cash last quarter while also slashing his large tech weighting in Apple by over 50%. Tom Essaye at the Sevens Report joins us to discuss...By fswebmaster@financialsense.com (Financial Sense)
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks (11:07) The AI Bubble: Microsoft's Higher AI Capex Spending (19:24) Struggles in the Online Dating Market: Match Group's Tinder (19:54) Stock…
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Jul 31, 2024 – Renowned currency expert Marc Chandler delivers an in-depth analysis of his multi-year bearish outlook on the US dollar. As the Chief Market Strategist at Bannockburn Global Forex, Marc delves into the effects of fiscal and...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares: (02:26) Netflix: Challenges, Resilience, and Growth Prospects (21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud (38:06) American Express: Leading Credit C…
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Jul 30, 2024 – FS Insider speaks with one of the world's top-ranking AI researchers and consultants, Dr Alan D. Thompson, about the latest and most exciting developments happening with artificial intelligence, large language models, brain machine...By fswebmaster@financialsense.com (Financial Sense)
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:(03:25) Earnings Reports and IT Outage(11:01) The Balanced Housing Market and the Appeal of Homebuilders(25:51) Small Cap Stock Pick: Haypp Group(31:47) Utilizing Yellow Brick for Investment Research(33:23) Haypp …
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FLW Special - Purple Rain at 40 In this very special episode, we celebrate the 40th anniversary of the release of the film “Purple Rain”. The overwhelming success of the movie made Prince the first artist in history to have the same project simultaneously #1 on the singles, albums, and movie charts in the United States. We speak to one of the forem…
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The topics, stocks and shares mentions / discussed include: With special guest, Fund Manager, Jamie Ward @JamieCDubya on Twitter/X Who could be a CrowdStrike outage winner? Palo Alto Networks / PANW Fortinet / FTNT Checkpoint Point Software Technologies / CHKP WIZ future IPO? ISPY Legal & General Cybersecurity ETF NCC Group / NCC GB Group / GBG CYB…
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Jul 24, 2024 – David Woo, former head of macro strategy at BofA, correctly forecasted that Trump would win in 2016 but explains why investors shouldn't expect the same bullish outcome as took place during his first term should he win again this November...By fswebmaster@financialsense.com (Financial Sense)
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On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss: (00:00) Introduction and Background (02:32) Misconceptions about REITs (04:29) Armada Investors: A Quantitative Approach (07:46) HAUS: Pure Play Exposure to Residential Real Estate (12:10) REAL…
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