Episodios

  • Dan Rasmussen on Market Outlook, International Value & "Fool’s Yield" Strategy

    Dan Rasmussen on Market Outlook, International Value & "Fool’s Yield" Strategy
    Jun 29 2025
    In this insightful episode of WealthWise with Jeffrey Hirsch, ⁠Dan Rasmussen⁠, Partner at Verdad Advisers, joins ⁠Jeffrey Hirsch⁠—Editor‑in‑Chief of ⁠The Stock Trader’s Almanac⁠—to dissect the current market landscape and forward-looking strategy. They explore the implications of a mid-year rally and a likely Q3 pullback driven by geopolitical trade concerns and NASDAQ’s recent MACD sell signal. The duo highlight historically weak seasonal periods while preparing for possible October buying opportunities. Dan shares his evolution from journalism to investment, his shift in private equity into growth-focused strategies, and the headwinds small‑cap markets face—especially declines in U.S. listings versus undervalued international markets, including Japan and Europe. He introduces innovative tools like Mahalanobis distance for macro evaluation, critiques the Efficient Market Hypothesis, and coins the concept of "fool's yield"—where high fixed-income yields may flag unacceptable default risk. They examine why elevated AI costs are pressuring big‑tech margins and discuss Verdad's investment emphasis on international value, leveraging quantitative and fundamental approaches across Europe and Japan. 🔔 Subscribe for more expert interviews and market analysis. ⁠CrossCheck Media⁠ produces and distributes WealthWise via ⁠Biz Talk Today TV⁠. 📧 Interested in advertising with CrossCheck Media or sponsoring future episodes? Email: ⁠Support@BizTalkTodayTV.com⁠ #DanRasmussen #VerdadAdvisers #JeffHirsch #WealthWise #MarketOutlook #FoolsYield #MACDSellSignal #SmallCapInvesting #JapanStocks #EuropeMarkets #AIInvesting #MahalanobisDistance #PrivateEquity #CrossCheckMedia #BizTalkTodayTV #BTT #Finance #Investing #WallStreet #StockMarket #Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    55 m
  • Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire
    Jun 28 2025
    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire In this timely episode of Buy Hold Sell, Hedgeye Energy Head ⁠Fernando Valle, CFA⁠, joins hosts ⁠Todd M. Schoenberger⁠ and ⁠Tobin Smith⁠ to analyze a 7% plunge in oil prices and the transformative role of AI in energy job creation. He offers a geopolitical update: the recent Israel–Iran cease‑fire agreement has driven oil futures lower and pushed markets back to pre-conflict levels. Valle explores the Strait of Hormuz risk, Iran’s military capacity, and explains why disruptions could prompt inflation at $80 or deflation at $100. He also discusses the role of natural gas, small modular reactors (SMRs), and the near‑term energy transition amid regulatory hurdles. ➡️ Subscribe and tap the bell for every episode of Buy Hold Sell. 📲 Follow ⁠CrossCheck Media⁠ across LinkedIn, Twitter/X, Instagram, TikTok & Facebook for market insights. 📧 Interested in advertising on this show or other CrossCheck Media programs distributed by Biz Talk Today TV (BTT)? Email Support@BizTalkTodayTV.com ⁠#FernandoValle⁠ ⁠#OilMarkets⁠ ⁠#StraitOfHormuz⁠ ⁠#EnergyGeopolitics⁠ ⁠#AIinEnergy⁠ ⁠#IsraelIranCeasefire⁠ ⁠#OilCrash2025⁠ ⁠#NaturalGas⁠ ⁠#SMRs⁠ ⁠#BuyHoldSell⁠ ⁠#ToddSchoenberger⁠ ⁠#TobinSmith⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#BizTalkTodayTV⁠ ⁠#Oil⁠ ⁠#Energy⁠ ⁠#Investing⁠ ⁠#StockMarket⁠ ⁠#News⁠ ⁠#Media⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    37 m
  • Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire
    Jun 28 2025
    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire In this timely episode of Buy Hold Sell, Hedgeye Energy Head Fernando Valle, CFA, joins hosts Todd M. Schoenberger and Tobin Smith to analyze a 7% plunge in oil prices and the transformative role of AI in energy job creation. He offers a geopolitical update: the recent Israel–Iran cease‑fire agreement has driven oil futures lower and pushed markets back to pre-conflict levels. Valle explores the Strait of Hormuz risk, Iran’s military capacity, and explains why disruptions could prompt inflation at $80 or deflation at $100. He also discusses the role of natural gas, small modular reactors (SMRs), and the near‑term energy transition amid regulatory hurdles. ➡️ Subscribe and tap the bell for every episode of Buy Hold Sell. 📲 Follow CrossCheck Media across LinkedIn, Twitter/X, Instagram, TikTok & Facebook for market insights. 📧 Interested in advertising on this show or other CrossCheck Media programs distributed by Biz Talk Today TV (BTT)? Email Support@BizTalkTodayTV.com #FernandoValle #OilMarkets #StraitOfHormuz #EnergyGeopolitics #AIinEnergy #IsraelIranCeasefire #OilCrash2025 #NaturalGas #SMRs #BuyHoldSell #ToddSchoenberger #TobinSmith #CrossCheckMedia #BTT #BizTalkTodayTV #Oil #Energy #Investing #StockMarket #News #Media Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    34 m
  • Dan Rasmussen on Market Outlook, International Value & "Fool’s Yield" Strategy

    Dan Rasmussen on Market Outlook, International Value & "Fool’s Yield" Strategy
    Jun 28 2025
    In this insightful episode of WealthWise with Jeffrey Hirsch, Dan Rasmussen, Partner at Verdad Advisers, joins Jeffrey Hirsch—Editor‑in‑Chief of The Stock Trader’s Almanac—to dissect the current market landscape and forward-looking strategy. They explore the implications of a mid-year rally and a likely Q3 pullback driven by geopolitical trade concerns and NASDAQ’s recent MACD sell signal. The duo highlight historically weak seasonal periods while preparing for possible October buying opportunities. Dan shares his evolution from journalism to investment, his shift in private equity into growth-focused strategies, and the headwinds small‑cap markets face—especially declines in U.S. listings versus undervalued international markets, including Japan and Europe. He introduces innovative tools like Mahalanobis distance for macro evaluation, critiques the Efficient Market Hypothesis, and coins the concept of "fool's yield"—where high fixed-income yields may flag unacceptable default risk. They examine why elevated AI costs are pressuring big‑tech margins and discuss Verdad's investment emphasis on international value, leveraging quantitative and fundamental approaches across Europe and Japan. 🔔 Subscribe for more expert interviews and market analysis. CrossCheck Media produces and distributes WealthWise via Biz Talk Today TV. 📧 Interested in advertising with CrossCheck Media or sponsoring future episodes? Email: Support@BizTalkTodayTV.com #DanRasmussen #VerdadAdvisers #JeffHirsch #WealthWise #MarketOutlook #FoolsYield #MACDSellSignal #SmallCapInvesting #JapanStocks #EuropeMarkets #AIInvesting #MahalanobisDistance #PrivateEquity #CrossCheckMedia #BizTalkTodayTV #BTT #Finance #Investing #WallStreet #StockMarket #Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    59 m
  • Why the U.S. Didn’t Bomb Kharg Island | Fernando Valle on Oil Shock Risk (SHORT VIDEO CLIP)

    Why the U.S. Didn’t Bomb Kharg Island | Fernando Valle on Oil Shock Risk (SHORT VIDEO CLIP)
    Jun 28 2025
    In this explosive clip from Buy Hold Sell, Fernando Valle, CFA, Head of Energy at Hedgeye Risk Management, reveals the critical importance of Kharg Island—Iran’s main oil export terminal responsible for over 1.3 million barrels per day. Valle explains why bombing Kharg would be a point of no return, potentially triggering Iran to shut down the Strait of Hormuz, and why the U.S. and Israel have avoided that move… so far. With only 1.5% of global oil coming from Iran, Fernando warns that a direct hit could lead to double-digit oil price spikes and the collapse of the Iranian state, not just its government. 🎥 Watch the full episode of Buy Hold Sell: Fernando Valle on Oil Crash, AI Energy, Strait of Hormuz & Cease‑Fire 📧 Want to advertise with CrossCheck Media or Biz Talk Today TV? Email: Support@BizTalkTodayTV.com 🏷️ #FernandoValle #KhargIsland #OilPrices #StraitOfHormuz #IranOil #GeopoliticalRisk #BuyHoldSell #Hedgeye #EnergyMarkets #MiddleEastTensions #CrossCheckMedia #BTT #OilShock #GlobalEnergyCrisis #TobinSmith #ToddSchoenberger #BizTalkTodayTV #ToddMSchoenberger #Oil #Iran #Israel #Investing #StockMarketShow less Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m
  • Michael Gayed on FMKT ETF, AI Investing, Market Volatility & the 2024 Election Cycle

    Michael Gayed on FMKT ETF, AI Investing, Market Volatility & the 2024 Election Cycle
    Jun 23 2025
    In this must-watch episode of WealthWise with Jeffrey Hirsch, renowned market strategist and portfolio manager ⁠Michael Gayed, CFA⁠ shares powerful insights into today’s investing landscape. From surviving the 2008 financial crisis and the 2010 flash crash, to launching his AI-powered FMKT ETF and a new Registered Investment Advisor (RIA), Gayed offers a masterclass in adapting to evolving market dynamics. He discusses the tough lessons learned from managing a mutual fund during volatile cycles like the 2022 Treasury market collapse, and explains how artificial intelligence is helping him identify investment opportunities in sectors benefiting from deregulation—including energy, financials, and healthcare. Gayed also examines how small-cap stocks are showing strength amid uncertainty, warns against excessive leverage, and analyzes how the presidential election cycle could reshape mid- and small-cap stock performance. Beyond the markets, Gayed opens up about societal shifts, the need for nuanced debate, and the vital connection between health and wealth, sharing his own personal transformation journey. 🔔 Subscribe to the ⁠CrossCheck Media YouTube Channel⁠ for more exclusive interviews and market insights.📲 Follow CrossCheck Media on LinkedIn, Twitter/X, Instagram, TikTok & Facebook for the latest content drops.📧 Want to advertise on this or any other CrossCheck Media show distributed by Biz Talk Today TV (BTT)? Email: ⁠Support@BizTalkTodayTV.com⁠ #MichaelGayed #FMKT #ETFInvesting #ArtificialIntelligence #MarketVolatility #FlashCrash #SmallCaps #ElectionCycle #FinancialCrisis #WealthWise #JeffreyHirsch #CrossCheckMedia #BizTalkTodayTV #RIA #InvestmentStrategy #EnergyStocks #HealthcareStocks #FinancialStocks #PersonalWealth #HealthyLifestyle #InvestingInsights #Investing #StockMarket #Stocks #News #Media #WallStreet Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    1 h y 12 m
  • Michael Gayed on FMKT ETF, AI Investing, Market Volatility & the 2024 Election Cycle

    Michael Gayed on FMKT ETF, AI Investing, Market Volatility & the 2024 Election Cycle
    Jun 23 2025
    In this must-watch episode of WealthWise with Jeffrey Hirsch, renowned market strategist and portfolio manager Michael Gayed, CFA shares powerful insights into today’s investing landscape. From surviving the 2008 financial crisis and the 2010 flash crash, to launching his AI-powered FMKT ETF and a new Registered Investment Advisor (RIA), Gayed offers a masterclass in adapting to evolving market dynamics. He discusses the tough lessons learned from managing a mutual fund during volatile cycles like the 2022 Treasury market collapse, and explains how artificial intelligence is helping him identify investment opportunities in sectors benefiting from deregulation—including energy, financials, and healthcare. Gayed also examines how small-cap stocks are showing strength amid uncertainty, warns against excessive leverage, and analyzes how the presidential election cycle could reshape mid- and small-cap stock performance. Beyond the markets, Gayed opens up about societal shifts, the need for nuanced debate, and the vital connection between health and wealth, sharing his own personal transformation journey. 🔔 Subscribe to the CrossCheck Media YouTube Channel for more exclusive interviews and market insights.📲 Follow CrossCheck Media on LinkedIn, Twitter/X, Instagram, TikTok & Facebook for the latest content drops.📧 Want to advertise on this or any other CrossCheck Media show distributed by Biz Talk Today TV (BTT)? Email: Support@BizTalkTodayTV.com #MichaelGayed #FMKT #ETFInvesting #ArtificialIntelligence #MarketVolatility #FlashCrash #SmallCaps #ElectionCycle #FinancialCrisis #WealthWise #JeffreyHirsch #CrossCheckMedia #BizTalkTodayTV #RIA #InvestmentStrategy #EnergyStocks #HealthcareStocks #FinancialStocks #PersonalWealth #HealthyLifestyle #InvestingInsights #Investing #StockMarket #Stocks #News #Media #WallStreet Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    1 h y 12 m
  • Middle East Oil Risk: 25M bpd in Hormuz

    Middle East Oil Risk: 25M bpd in Hormuz
    Jun 22 2025
    Maria Jelescu Dreyfus reveals a staggering stat: 25 million barrels per day—about a quarter of global oil production—pass through the Strait of Hormuz. With the U.S. striking three Iranian nuclear sites on June 22, 2025, the implications for global energy security are massive. ➡️ Click the link to watch the full Buy Hold Sell episode: https://youtu.be/1XJO5JRNd-E?si=GZvybD_biuMYEnlv 📧 Interested in advertising this short—or any CrossCheck Media program distributed by Biz Talk Today TV (BTT)? Email: Support@BizTalkTodayTV.com #StraitOfHormuz #OilSecurity #EnergyRisk #MariaJelescu #BuyHoldSell #MiddleEastTensions #CrossCheckMedia #BTT #BizTalkTodayTV #TobinSmith #ToddSchoenberger #ToddMSchoenberger #Energy #Oil #Gas #Iran #Israel #WallStreet #Investing #Stocks #Finance #Business #News #Media Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    2 m