In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBC, The San Francisco Chronicle, and Crain’s Chicago Business. It was fascinating to hear his perspective on the intellectual task of evaluating companies, and how his earlier endeavors as a reporter helped to shape that approach. We also talked about the differences between Miami and California, the time management challenge of writing research, and some of the name’s he’s focused on recently. We hope you enjoy the conversation!
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.
In our newest conversation on Bespokecast, we talk to Louis Navellier, the founder of Navellier & Associates. Louis has been writing about the stock market since the early 1980s, and his firm offers a range of services for clients including portfolio management, advisory, and mutual funds. Louis brings a unique and highly quantitative approach to investing, and has from the very start of his work on market efficiency and factors which drive outperformance. We discuss in depth his entry into the industry, the approach he uses in analyzing the markets, and his detailed views around ETFs and their impact on liquidity and volatility. Louis had a number of interesting perspectives on the relationship between yields and equity prices as well as monetary policy. We hope you enjoy the conversation!
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.
In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his process for picking out companies unlikely to succeed. Marc goes into detail on his approach, including how he thinks about finding potential shorts, timing, and risk management. He discusses with us recent successful shorts including Valeant, Concordia, and Home Capital Group, as well as another new bear case he has been building a position in Badger Daylight. You can read more about Badger at Marc’s website discussing the company. Marc is the first short seller we’ve had on Bespokecast, and we learned a ton about his approach to the market. We hope you do too!
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.
In our newest conversation on Bespokecast, we spoke to Pete Najarian, Co-Founder of Investitute. Pete is a long-time contributor on CNBC’s Fast Money and Fast Money Halftime Report, and a financial markets veteran with experience across the options world including the CBOE’s pits where he got his start. Prior to entering the financial industry, Pete played for the Minnesota Golden Gophers in the NCAA and the Tampa Bay Buccaneers and Minnesota Vikings in the NFL. We loved talking to him about his experience playing football, how athletics helped him in the industry, and what he thinks about the future of the game. Our conversation also touched on the skills necessary to have success trading options, some detail on strategies he uses to stay ahead of the market, and the impact of volatility products like VIX-linked ETFs or ETNs on the market for single name equity options. If you’re interested in options, be sure to visit Pete and his brother John’s site — Investitute — where they run their “Unusual Options Activity” service. We learned a lot chatting with Pete, and we hope you enjoy listening!
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.
In our newest conversation on Bespokecast, we spoke to Josh Brown, the CEO of Ritholtz Wealth Management. Josh is a contributor on CNBC’s daily show Fast Money Halftime Report, has written two books about the financial markets, regularly writes on his blog The Reformed Broker, and has a huge following on Twitter. Our conversation was wide-ranging, covering the start of Josh’s career at traditional brokerages on Wall Street, his epiphany about how the financial industry works, the evolution of the Ritholtz platform, and the best way to handle social media. A life-long resident of the Tri-City Area, we also talked about New York City and the beleaguered Knicks franchise. This was a fantastic conversation, and we had a great time talking to Josh. We hope you enjoy listening!
If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.
