Best Steven J Richardson Podcasts (2024)

1
Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities 32:52

2h ago32:52

32:52

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch o…

1
Episode 204: Investing for Millennials with Dan Solin 44:40

1d ago44:40

44:40

Millennials are somewhat the "middle child" generation when it comes to saving for retirement. Although, on average, they began saving 10 years earlier than Baby Boomers, Gen Z started at the age of 19, which is 16 years earlier than the average baby boomer, and 6 years earlier than millennials. As such, they do have an edge over Boomers, they do h…

1
MUSTANG MAN 2:03

2d ago2:03

2:03

A song for Big Manchester Pete, the hardest-looking man you'd ever meet, though his face may seem like it was made for a trick or treat, inside he had a big old heart that was as soft as a boiled sugar beet.

1
Top 10 stocks 2nd half 2024 with Steven Cress 54:19

2d ago54:19

54:19

Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05…

1
CATCHER IN THE RYE 2:55

3d ago2:55

2:55

A quick song I wrote after learning that they'd put a camera in the little place where I sit and write which I found very unnerving to have an I spy or seeing eye way up upon high : but then the police departments are now deploying reaper drones with inferred night vision armed with Taser's loud speakers and spotlights into the night sky's above Lo…

1
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in 33:48

3d ago33:48

33:48

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tec…

1
AULD LANG SYNE 2:59

10d ago2:59

2:59

A song I wrote today after seeing an old Keltic companion I haven't seen for a decade a true blue eyed raven headed Bretagne .The Romans drove them to the furthest reaches of the kingdom so did Edward long shanks hammer of the scots who also stole their ancient kings destiny stone and put it under his own throneThen By the act of supremacy Henry VI…

1
Steven Bavaria takes investors inside the income factory 37:18

14d ago37:18

37:18

Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:4…

1
KENTUCKY COAL 2:28

11d ago2:28

2:28

A song I wrote after visiting my brother who lives in Thailand where I was struck by the close proximity of sin , every one of the seven deadlies were available 24/7 and the foreign tourist readily participated in the promiscuous perversions untill it became a normality.

1
Date your stocks, don't marry them - Jonah Lupton 44:50

13d ago44:50

44:50

Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37…

1
3 best summer travel stocks with Steven Cress 31:58

14d ago31:58

31:58

Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar. Check ou…

1
FUDGE FONDUE 3:04

15d ago3:04

3:04

A song I wrote whilst looking at the selection of sapiens on a train station I was wondering if we mixed all of them together as if they were paint in a garden shed, would we all end up resembling some khaki olive coloured bread or maybe a DNA glue that resembles a fudge fondue . All rights reserved

1
Episode 203: A Financial News Update 20:49

15d ago20:49

20:49

Although student loans continue to be a hot topic in personal finance news, there are many interesting articles and tips out there that can help you on your path to financial freedom. These include Gen Z investment strategies that seem to be working, the cooling of the housing market competition, whether you should leverage the equity in your home,…

1
WATSITS 2:26

17d ago2:26

2:26

Another crazy song written for my god children about a packet of crisps they seem obsessed with songs about chrips but what can you do.

1
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility. 46:15

17d ago46:15

46:15

How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale…

1
REITs are a deep value opportunity - Hoya Capital 23:24

21d ago23:24

23:24

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30). Learn more about Hoya Capit…

1
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024 31:28

20d ago31:28

31:28

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here. J Mintzmyer's Value Investor's Edge Show N…

1
Market anxiety, risk repricing and holding cash 8:27

22d ago8:27

8:27

Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50). Reading The Markets by M…

1
Nvidia as religion and why we're due for a substantial correction 7:24

23d ago7:24

7:24

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00) Subscribe to Joe Albano's Tech Cache Show Notes: Switzerland Cuts Rates Again As Fed Holds Steady AI Tiers And Taking Profits …

1
LOVE JOY 3:37

21d ago3:37

3:37

A song I wrote about a honey trap set by the KGB in 1955 using seductive dances from the Bolshoi ballet a British naval attache with the nickname miss Mary was cought in a homo sovieticus sexpionage of seduction just a hairs breath from the world famous Ballet theatre the soft cell take down was nick named Brandy at the Bolshoi.…

1
J F K 3:50

28d ago3:50

3:50

A song I wrote about emperors and kings who believe themselves to be the devine demagoguery If a deity did arrive on planet earth these mobsters and megalomaniacs would see them quickly murdered .

1
THE BUNGA BUS 2:21

29d ago2:21

2:21

Short song I wrote after hearing the most of the UK political parties are riding aboard what are known as Battle buses for their election campaigns it's a good job Silvio Burlusconi did do the same or it would be known as the Bunga Bus.

1
Episode 202: The Importance of Having an Estate Plan with Adam Zuckerman 48:56

30d ago48:56

48:56

One of the things that many couples and individuals think about, know they need, and fully intend to get one day, is an estate plan. But what is it? Is it just a will? What can happen if you put it off too long? That's why in this episode of the podcast I talk with estate planning attorney Adam Zuckerman to get a good idea of what an estate plan is…

1
Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress 35:33

1M ago35:33

35:33

Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an …

1
Dividend and growth stocks for an overvalued market with David Alton Clark 39:31

1M ago39:31

39:31

David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on o…

1
ROYSTER BOY 2:06

1M ago2:06

2:06

Short song written about a packet of chips not an task to try and work lyrics into such a simple insignificant thing but these are the things that children want so often cause one must obey.

1
Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday 35:32

1M ago35:32

35:32

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30) Show Notes: Ethereum Can't Seem To Catch Bitco…

1
NewLake Capital, IIPR and cannabis REITs 9:03

2M ago9:03

9:03

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast. Show Notes: My Top Pick: NewLake Cap…

1
Top quant stocks across 11 market sectors with Steven Cress 38:17

2M ago38:17

38:17

Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and rea…

1
THE MIDNIGHT TRAIN TO MONTROSE 2:40

2M ago2:40

2:40

Thirty years ago climbing aboard over night sleeper trains could turn into a complete disaster the vodka to Vladivostok the dickie Darlington the newkie brown night club, the Scots rail slangie, all these or most of them are now dry runs probably due to the terrible conditions people got themselves in. A notorious one I climbed onboard was the Sout…

1
Event-driven strategies, commodities, and writing options with Asif Suria 38:12

2M ago38:12

38:12

Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29…

1
HULA HOOPS 1:54

2M ago1:54

1:54

a short song I wrote for my god children on a train to London obviously the premise revolves around their favorite savory snack of the day "hula hoops" the things we do for love eh?.

1
Episode 201: Understanding Cryptocurrency with Bitcoin Ben 51:11

2M ago51:11

51:11

One of the more mystifying subjects in personal finance is cryptocurrency (what most people identify as Bitcoin). The concepts behind digital currency are not obvious and can lead to people being hesitant to get involved in it. That's why in this episode of the podcast I talk to former truck driver and cryptocurrency enthusiast Bitcoin Ben to tell …

1
Psychedelics closer to commercialization; Compass far and away the leader 13:51

2M ago13:51

13:51

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and d…

1
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold 32:21

2M ago32:21

32:21

Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40). Subscribe to Victor's investing group, The…

1
BAMBI 2:59

2M ago2:59

2:59

A tune I wrote for a Bambi brown eyed girl who sells The big issue outside Morrisons I always end up giving her my money and then I give her the magazine back she only needs to inscribe that look of grief she could take the shirt from my back .

1
J Mintzmyer's note of caution on shipping 30:59

2M ago30:59

30:59

Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what F…

1
MAFIA MAN 2:19

2M ago2:19

2:19

A song wrote about a mafia boss who was born in Le panier Marseille the last bastion of Beelzebub , he then rose to become France's ultimate crime Capo Di Capo lasting fifty years before being gunned down in Paris for an old corsican vendetta all rights reserved .

1
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality 55:19

2M ago55:19

55:19

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bit…

1
There will be great opportunities to buy this market, but not right now - Michael Kramer 35:48

2M ago35:48

35:48

Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). …

1
ENVY 3:15

2M ago3:15

3:15

The green-eyed monster of sin, that schadenfreude which we keep hidden away so deep within, its usually only seen in children as they exert their will to win ; the lowly leftover instinct of our anthropic ascension. However, this terrible traite can also be witnessed later in our lives when males begin to assert and dominate as the sexual stage arr…

1
Capital imbalances and why David Daglio is a reformed value investor 37:27

2M ago37:27

37:27

David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge…

1
Episode 200: A Look Back on Another 100 Episodes! 1:01:54

2M ago1:01:54

1:01:54

For my 100th episode, I did a look back on 9 of those guests and highlighted some of the great information they had for listeners. Now that I have reached the milestone of 200 episodes I wanted to do that again with guests from Episodes 101 forward. I will leave links in the show notes to the full episodes if you haven’t already listened to them an…

1
FRANKENSTEIN 2:25

2M ago2:25

2:25

A song written for a disabled soul who had the Bambi brown eyes of a faulwhere my reflecting soul, must have resembled a Quasimodo piece of coal for whenever I looked at him he screamed a seagull squark and would rear back in fear.

1
WATERLOO 2:25

3M ago2:25

2:25

A song about falling into destitution especially soldiers and sailors who you find in the beggars brigade of most British towns. How easy it be to cast contempt , lest we forget our debt.I also had a spell living on the street so when I here others throwing stones I cast them a curse.It's a Witherspoon's Waterloo…

1
SUPERTRAMP 2:11

3M ago2:11

2:11

A song for supertramp a dear friend who had a unique way of curing his halitosis by drinking your bathroom cabinet bare , mixing aftershave aperitifs and cough medicine cognacs , but beware beware of the ambre solaire.

1
Nvidia and tech stock paradoxes with Joe Albano 11:56

3M ago11:56

11:56

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode. Subscribe to Joe's Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May No…

1
SAMBA SAMBA SAMBA 2:45

3M ago2:45

2:45

A quick song I wrote for lily's 13th birthday .Senorita Liliana, they say you were born in Nirvana with a spirit and karma as cool as the dalai Lama .But I think your soul was made somewhere in Havana ready for dancing away the nights on the copacabana.

1
COLETTE 2:10

3M ago2:10

2:10

This is a short song I wrote for Colette's birthday she's an angel faced florist who works out of a norman church on a country estate, surrounded by angelic statues all halos and wings adding to this heavenly scene is her being bathed and baptized in the divine light from the stain glassed windows along with the scent from the flowers you think you…

1
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks 43:04

3M ago43:04

43:04

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (2…

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Steven J Richardson Podcasts

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