3 Big Tech leaders to buy… and 3 to avoid
3 Big Tech leaders to buy… and 3 to avoid
By the time you listen to this, I’ll have had my second hip replacement surgery. The first time, it cost me almost n... Read more
9 Aug 2023
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32mins
Why Fitch was right to downgrade the U.S.
Why Fitch was right to downgrade the U.S.
Prepare yourself for several rants today… I start the show with some comments about CNBC’s Squawk Box, which is usu... Read more
2 Aug 2023
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35mins
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I recently installed a Ring doorbell camera at my new house—and my favorite part is getting access to the online Ring co... Read more
12 Jul 2023
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2 sectors you need exposure to right now
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This market is unlike any other I’ve seen in my 30-year career… and I’m getting a ton of questions about how to play it.... Read more
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I just finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course,... Read more
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The SEC is going 'Elmer Fudd' on crypto
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Frank is at an industry meeting this week—leaving me, Daniel, behind the mic. Over the past two days, the Securities... Read more
7 Jun 2023
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31mins
