AlphasNext: Recent Episodes
Terry Nugent
This podcast is ideal for accredited investors seeking alpha (above market) returns from conventional and alternative investment classes including stocks, options, futures, Angel, seed, mini-VC, private borrowing and lending, and real estate (especially multi-family rentals. Content is extended for educational and informational purposes only and is not intended to be nor should it be construed as investment advice. Consult with your investment professional and other members of your professional advisory team before making any investments based on the content of this podcast.
The volatility in GameStop is a classic short squeeze. Hear ye heard he about the gaming of GameStop to find out what it's all about and why if you play with fire you may get burned.
I didn’t watch CNBC today but that doesn’t mean I didn’t scan the horizon for news you can use.
Being a bibliophile I have lots of books. Today at least I’ll tell you about one. Also a hot tip on a New Drug Approval scheduled for next week at the Food and Drug Administration (NDA @ FDA)!
As the late Sen. Everett Dirksen used to say “A billion here, a billion there, pretty soon you’re talking real money.” Well flash forward 50 years and we’re talking trillions.
In which I recap the writing worth reading in this week's Crain's Chicago business and the last 24 hours' postings on the exciting Nugent Ventures LinkedIn page.
In which I read the Sunday Trib so you don't have to and share noteworthy writing worth reading.
Not the handgun, in fact something much leas explosive-simply a recap of the last 24 hours of posts on the exciting Nugent Ventures companybl LinkedIn page.
In today's episode long-time listener, first time caller Vern from Vermont calls in with a question about how to get a young investors started.
Once again Mr Market demonstrated sangfroid and Hemmingwayesque grace under pressure in the face of civil unrest.
Mr Market is nonplussed about the first Blue sweep of the GA US Senate delegation in 50 years.
The ever resourceful trial bar has found yet another way to profit from the misfortunes of others. Here’s what it means to alpha seekers.
In which I read you the writing worth reading in the Chicago Tribune
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In the end we basically broke even. We had the thrill of victory but suffered the agony of defeat as well. However we learned some valuable lessons on our first year.
Monday morning quarterbacks always call the right play. Here’s what’s obvious in retrospect and an attempt at crystal balling 2021.
What goes up must come down, and two of our faves but the dust today. Learn how the intrepid traders handle the turbulence.
In honor of Chuck Yeager our title is a play on words of the test pilot’s motto made famous by Tom Wolfe’s The Right Stuff as relates to the UK strain of the nemesis virus. The musical reference is to an explosion to the upside in gene therapy stocks.
Today we talk of many things, not cabbages or kings, but healthcare and welfare and roads to hell paved with good intentions turned into infernal inventions.
The battle royale between the Thrones of King Cook and King Zuck may make FB a subscription service, or not.
You can’t fall off the floor and commercial real estate is getting a bounce. Is it if the dead cat variety?
The daily death toll from COVID has reached 3k a day but help is on the way in the form of an emergency use authorization from FFA today for the Pfizer BioNTech vax.
Podcastiis interruptus has sttruck yet again, but here's a fragmentary episode to start Dwcember with a whimper.
Wait til the end for the gift ideas. We lead with the investment thesis of the nascent Nugent Capital fund and talk about a specific biotech trade idea.
The hinge of fate is in Atlanta on Jan. 5 wherenthebSwnatw is in the balance in dual runoffs elections. They're both toss ups.
The thrill of victory! Ventures Next made $14k in one day on MRNA. Hear the play by play in this podcast play. Apologies for the podcastus interruptus.
Once again we seem to be in a world divided between the free and the unfree.What are the implications of that for alpha seekers as
What’s the news across the nation, we have got the information, in a way we hope will amuse you, we’ve just got to give you our views —da da de da—ladies and gents AlphasNext gives you the news!
Yes it appears that absent successful objection Joe Biden’s third try is a charm. How much it means for alpha seekers remains to be seen. Part 1 of 2.
The quiet period is over. We tried to keep or eyes and ears open and our mouths shut until the results were clear, but since it appears that will be sometime after hell freezes over, we are breaking radio silence.
The virus and the voters are the biggest threats to your live long and prosper plans. Listen up for the 411.
By popular demand we add intro and exit music!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
The virus is reading its ugly crowned head yet again and governments around the world are taking a knee to its monstrous majesty by contemplating draconian shutdowns. All this bodes ill for Mr. Market, who is exhibiting alarming symptoms. Tune in for all the news that’s got to be tied.
An epic episode anthologizing great thoughts, notions and meditations on a lifetime of observation of our native nation.
Our sister company Ventjtes Next has pivoted to a new options strategy to play the vaxine stocks which we describe in this podcast interruptus episode.
Which little-known biotech stock could be an alpha seekers dream in the very near future? Tune in and find out!
In the news: data for EUA of PFE/BNTX vax announced; GILD pushes back on negative WHO remdesivir trial; criminal investigation of government virus response launched.
In which your intrepid podcaster roams a naked from the neck up trip into the great outdoors.
Block out an hour folks. We recap the Chicago Trib and The Week, which we read so you don’t have to, capturing the Zeitgeist with the highlights.
Today we introduce a new portfolio concept. You’ve heard of cyclicals of course. However there’s a new alternative: cynicals!
Due to podcastus interruptus redux todays’s birthday edition is in 2 parts—here’s the first.
The artist of the deal took his canvas and went home today, and the Administration withdrew its objections to the FDA’s fairly deliberate vaccine approval protocol. What does it all mean for Alpha Seekers? We explain.
In this episode we review the biotech landscape post COVID 1 (Trump). We also launch out series on passive income.
The vicious virus has been the biggest threat to the Administration politically and now personally. Today we focus on what's hopeful a teachable moment.
Things just keep getting curioser and curioser as Lewis Carroll would say. Learn about the latest twists and turns in the strands of DNA that dictate destiny in these these strange days.
We listen to CNBC so you don’t have to, but we draw the line at covering Presidential debates. So this episode focuses on developments in the biotech sector related to Coronavirus vaccine trials.
What moves markets? To paraphrase former UK PM Harold Macmillan, "Events, dear listener, events." Listen and learn the who, what, when where and why of the events of the day and how we trade them..
I watch CNBC so you don’t have to and today was a big news today. Learn what I learned listener.
Here’s an hour of your life you’ll never get back, it hopefully worth it. Update on tax changes in IL and US, COVID survival tips, and more...
In which we recount an excellent exchange between Jim Cramer and David Faber on CNBC about vaccines and therapies.
I’m up but markets are down. Hear the latest on Moderna and BioNTech, as well as a little tutorial on immunology and various and sundries other tips and quips.
Are globalism and socialism like love and marriage—you can’t have one without the other?
“What’s the news across the nation? We have got the information, in a way we hope will amuse youse.”—Rowan and Martin
All the markets were in the green today as we bounced back from the correction. Meanwhile there is good news on the virus front: the Lone Ranger solution as in “Who was that masked man? He is the one who’s still riding his horse.”
O day of mourning, O day of woe. The dreaded reckoning is here. Newbie traders are experiencing the agony of defeat for the first time. Will they shake it off and drive a recovery, or call Peter Francis Geraci and eschew equities?
The dog days of August make for slow news days. So here’s a little trifle to brighten the first day of September.
Ventures Next has announced a high yield debt offering as well as the launch of its BioAlpha model portfolio.
The conventions are focusing investor attention on the election. What should you expect? Listen and learn what the experts say.
We address two major threats to our cities: availability of vaccines and and epidemic of crime scenes and suggest ways to find alpha amidst the plagues.
Sovereigns are cutting back deals. Tune in to find out who’s getting the contracts and at what price.
Sometimes something as short and pithy as a tweet hits you with a truth bomb right between the eyes. Listen to find out who said what and why it tells you everything you need to know about the shape of things to come.
This hasn’t exactly been a fun year but tempus fugit nonetheless. Hard to believe it’s already August. One thing remains constant: your AlphasNext podcast du jour.
We value our listeners and we want you to keep listening. To that end we’re offering free N-95 and K-95 masks to the first 20 respondents. Listen for details.
As we do each weekend we share highlights from The Week magazine about this week in business, tech, and coping with the virus crisis.
Sloth is among the 7 deadly sins, and according to a recent study, that may be what you get when debt=100% OF GDP. Listen and learn what if anything that means for us alpha seekers.
In the famous words of Jack Nicholson’s character in The Shining, “All work and no play makes Jack a dull boy”. So here’s a little light humor.
Investing is a lot like flying. Panic is not an option. Listen and learn how investors can master the psychology of trading to avoid panic selling at the bottom.
A rare early morning edition summarizing what’s happening in the market and the public sector.
You can work for a living or you can be a passive investor, or both? Here’s a review of the passive side of life.
Good news on the vaccine front didn’t move the market as much as expected but all the averages were wearing the green. AlphasNext explains it all.
Twitter fell victim to a huge hack attack today. Are we in a digital dystopia? A socialist paradise? How should alpha seekers roll the dice in this day and age? Tune in and find out.
Investing is certainly more of an art than a science, but does that mean you should invest in art? Consider the alternatives as you listen.
What does Mr Market have in common with an old Henny Youngman joke? Tune in to find out.
For my next trick I prove that while I may not be able to walk and chew gum at the same time I can walk and do a podcast.
Listen and learn one of the major AlphasNext indicators of smooth sailing on the Sea of Alpha.
Put on your thinking caps as we take a deep philosophical dive into the future of capitalism and humanity. Are we the cosmological constant? If so why. Is capitalism part of the future or a relic of the past? Listen and learn the answers to these and other questions as we dart from the sublime to the ridiculous.
We may owe our soul to the government money store (aka The Fed), and the Feds may be making a power move in pharma pricing and stimulus, but we ate, drank and made merry to celebrate Uncle Sam’s birthday as the market rose like his birthday cake.
Or is it since 1987? I heard both today and I’m too lazy to research it. In either case, like many blowout quarters, it follows a blow-UP quarter. Listen in for the AlphasNext take on where we are and more importantly what’s next.
Someday we’ll hire a producer but for the moment just hum Monday Monday by the Mamas and Papas over the intro
I’m talking like the midnight rambler sharing some snippets from my favorite periodical The Week magazine.
Tarrifying, trade wars and COVID spikes reared their ugly heads today sending a chill down the spine of the markets. Listen to make sense of it all.
The market was moving sloooow....perhaps hung over from the bacchanal of quadruple witching day.
The hardest working man in podcastland is back at it answering the eternal question how should a newbie trade stocks?
Investing can be hazardous to your health as the recent Robin Hood trader tragedy demonstrates. Always remember no trade is worth dying over. You can always make another buck but you only live once.
LUV hurts, Hertz hurts, and the Fed lifts the market like Atlas and never shrugs. Tune in to find out how we change our minds when the facts change.
Big news in pharma, the Fed gets grilled, and new investors join our VenturesNext Biotech Alpha Fund.
Our new hashtag is #DFTF. It has unlimited firepower. Listen to our briefest podcast ever for a briefing.
Futures are red, violets are blue, just before bed what should you do? Listen to the AlphasNext podcast of course!
Volatility is the enemy for most investors. Some however have befriended it. They’re the folks who make the fortunes everybody else loses. You can be one of those alpha seekers who profit when others lose. Listen and learn how.
The day of reckoning came with a vengeance today and took the market right to the cusp of the key 3,000 S&P 509 level. What lesson should we take from this teachable moment? Listen and learn.
Those of you familiar with Mel Brook’s “History of the World Part I” will may remember the French Revolution in which he often says “It’s good to be the King”. In modern times, the closest thing we have to a king is the Fed Chairman, Jerome Powell. Listen to learn how he curbed his subjects’ enthusiasm today.
No tree grows to the sky and the markets were mixed today. What does the future hold? Tune in and hear our prognostications.
Minneapolis voted to defund its police department. States are biding their time til Biden, who may bring bailouts and The Green New Deal funded by Modern Monetary Theory. What’s an alpha seeker to do? Tune in and find out.
Mr. Market was a mellow fellow today. Wall Street and Main Street were too. Where does that leave you fellow alpha seekers? Tune in for our take.
Social unrest seemed to abate today and the market went up. Still puts got cheaper and we’re shopping for some.
Puts protect your from sudden drops in equity prices. They’re relatively cheap. Buy some tomorrow if the price is still right.
Those who reminisce about the 1960s are getting a chance to experience them first hand. At AlphasNext our focus is on how you can profit even in this riotous zeitgeist.
“You say you want a revolution Well, you know We all want to change the world You tell me that it's evolution Well, you know We all want to change the world But when you talk about destruction Don't you know that you can count me out Don't you know it's gonna be All right, all right, all right You say you got a real solution Well, you know We'd all love to see the plan You ask me for a contribution Well, you know We're doing what we can But if you want money for people with minds that hate All I can tell is brother you have to wait Don't you know it's gonna be All right, all right, all right You say you'll change the constitution Well, you know We all want to change your head You tell me it's the institution Well, you know You better free you mind instead But if you go carrying pictures of chairman Mao You ain't going to make it with anyone anyhow Don't you know it's gonna be All right, all right, all right you know”
Are gamblers betting on biotech vs baseball and basketball? Is the Fed making the Gorbachev gaffe? Tune in to find out.
Are the “Markets in Turmoil” when the indexes are flat? How long can a virus crisis last before it’s the new normal? Tune in for our take on this and the other news of the day
Mr Market was in a pretty good mood, especially this afternoon. We got over the S&P500 3,000 level and stayed there. Quo Vadis? Listen and learn.
On this day of rememberance we review posts over the last 24 hours on the AlphasNext LinkedIn page.
I posted several links to good news about the virus crisis on the AlphasNext LinkedIn page today. Listen for discussion of why I think these stories are bullish for investors.
Sorry about the abrupt ending but worth a listen-thoughts on why Mr Market didn’t lighten up going into the long weekend.
Moderation in all things is an ancient virtue especially valuable for alpha investors Listen and ponder over the long weekend
Our biotech roulette fund is coming together nicely. Meanwhile, should you bet on a casino comeback? Tune in to find out if Vegas is a good bet for alpha seekers.
It’s hard to beat the virus but it s easy to write a press release. That’s what a lot of biotechs are doing, so you have to proceed with caution as your host proved this week. Listen and learn how to discern the biotechs that will earn from the ones that will burn.
Rarely does opportunity knock twice. This may be one of those rare instances. Here's a conviction buy from the 40-year pharma marketing industry veteran who recommended Moderna at $21.
Hear from a venture capitalist with 40 year's pharma/biotech experiencr who picked Moderna at $18 on a stock that could be the next COVID Bonanza.
The market got a case of the Tuesday’s today and it may be a tough week all around for equities. Maybe now’s the time for all good alpha seekers to look at some alternative investments. Listen til the end for today’s exclusive opportunity.
Uncle Sam has come to your business’ emotional and financial rescue with exciting programs from the SBA and SEC. listen to find out how to get your relief.
What was in is out and what was our is in. Learn how to play the trends in this episode.
Here’s a quick synopsis of a real estate investor group’s advice on how to get started in real estate investing
Chicago has racked up yet another “worst in the nation” —more homeowners are underwater in our town than any other major metro. The good news is that’s an alpha opportunity. Listen and learn.
Could Trump get his wish with negative US interest rates? What does that mean for alpha seekers? Listen and learn.
Investing is a mind game. Today we discuss what Hohn Lennon and Vladimir Lenin. An teach us about seeking alpha in viruaworld.
Mr Market has had a bad case of COVID. But the market contains multitudes, and in this episode we provide diagnosis and prognosis for several sectors.
The analogy between the basic virus and the complex organisms it attacks sheds light on the Diemer’s lasting impact on advanced economies.
Green across the board! Sarcasm from the WH. States seceding from the union? Get the scoop.
If Henny Youngman was alive he’d be repurposing his go to joke for like futures going negative. What does this unprecedented contango on steroids mean? Our guess is as good as any so listen and learn!
Is it safe to back in the water or is the viral shark waiting for lunch with you on the menu? Tune in for our view.
Today was supposed to be tax day. While they used to say you can’t avoid death or taxes, this year for the first time in living memory you can! Death on the other hand has become a more challenging dodge amidst the virus crisis.
Goldman must be listening because they followed our lead yesterday. Listen for the scoop.
What’s up with the VIX being so up for so long? Speaking of being up, why am I up at 4 in the morning? These and other mysteries revealed.
We've been going up the stairs lately but today we're going down the escalator. Here’s why that's a buy.
A review of highlights from today’s issue from my new favorite magazine and if you hang in til the end my latest insight on how exponential phenomena are found in infectious diseases and markets.
A new report out of Oxford raises hopes that global GDP may recover sooner than feared. Tune in for details.
The stimulus passes and the market tanks. Why, you ask? Listen and the mystery shall be revealed.
Will pharma come to the rescue ? Today’s episode focuses on a CNBC interview with the CEO of Novartis. Will pharma save the day? Tune in to find out.
Exclusive report on the virus situation from today's Chicago Archangel meeting thanks to Michael O'Toole, MD.
Just when you thought it was safe to go back in the water, a guy who looks like Larry David emerges from the depths.
This may not be a V shaped recovery. Think Caveat not Camelot. Cramer says could be a ruler coaster not an escalator.
We've got our AlphasNext rally hats on! The Dow set a record for point gains today because Boomer Schumer (alias Ground Chuck) says he's on the 2 yard line in his drove to put some points on the Senate scoreboard.
Speaker Nancy Pelosi speaks to Jim Cramer on CNBC And talks about equities, but not in the sense of the word investors use. Yikes!
Mr. Market is on a respirator and the Senate is busy arguing over how to treat him! Let's hope political malpractice doesn't make the market a casualty.
Limit down on Sunday makes for a dog’s breakfast on Manic Monday. Here’s a little wit and wisdom to get you through the evening.
To paraphrase the artist formerly known as Cat Stevens: Another Saturday night and I do have somebody, I got some money but not as much as I had Thursday.
These are emotional times. Choose your words wisely. Manage your emotions to manage your investments wisely.
It’s day 3 of our not so brave new world. Here’s something to listen to while you shelter in place.
Normally wee Irish have a hangover the day after St. Paddy’s. Today we’re suffering a financial hangover from the Cvirus bartering of our GDP here on the new sod. Listen in learn how my very first prediction busted and other tales from the trading trenches.
Is this a great time to launch an investor podcast? We’ll find out. This is Episode #1 of the exciting AlphaNext Podcast.