Early Bird: Recent Episodes
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Tokenized stocks are one of the biggest investing buzzwords of 2025. What are tokenized stocks? And what are the pros and cons of using tokenized stocks for investing? Joining us today on the podcast to discuss these topics are Mitch DiRaimondo (founder of SteelWave Digital), Chris Yin (CEO/founder of Plume), and Marc Vanlerberghe (the Chief Strategy and Marketing Officer at the Algorand Foundation).
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What will the impact of the recent Trump tariffs be on stocks and investing? What investments do we like with the tariffs and what investments should be avoided? Joining us today on the podcast are Nick Bour, founder and CEO of Inspire Wealth, Alex Ebkarian, chief operating officer and co-founder of Allegiance Gold, and Faron Daugs, founder & CEO of Harrison Wallace Financial.
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What will be the top investing themes for Bitcoin and cryptocurrency in 2025? What should crypto investors expect this year? Joining us today on the podcast are Kee Jefferys, co-founder at Session, Courage Kimber, crypto education specialist and advisor at KB4UC, and Adam Zec, co-founder of MyStandard.
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What will be the top investing themes in the stock market in 2025? What stocks should you buy this year and which stocks should you avoid? Joining us today on the podcast are Jason DeLorenzo, founder of Volland, and Marcus Sturdivant, an advisor.
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What are the most memorable investing themes in the stock market in 2024? Plus, what are the most important investing lessons learned from the past year? John Koch, senior investment analyst at iSectors, and John Engle, president of Almington Capital Merchant Bankers, join the podcast today to discuss these topics.
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Will there be a Santa Claus rally in the stock market this December 2024? If so, what stocks or sectors should investors watch? We discuss this topic with Michael Neuenschwander, Principal Owner at Outlook Wealth Advisors, and Akshata Bailkeri, an investment professional.
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What are the top stocks to pick depending on the outcome of the 2024 U.S. Presidential Election between Donald Trump and Kamala Harris? We discuss this topic with Brian Huckstep, Chief Investment Officer with Advyzon Investment Management, and David Materazzi, CEO at Galileo FX.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Views expressed by Brian Huckstep in this podcast are his personal views and opinions, are subject to change without notice, and should not be considered investment advice. Mentions of specific securities should not be considered a solicitation to buy or sell that security. Investors should be aware of the risks of investing, and should consult with their financial professional as they deem necessary.
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This episode is brought to you by our friends at OptionCircle.com.
Jay Proffitt, SVP of Strategy and Planning at Option Circle, joins the podcast today. Jay talks about algorithmic trading in 2024 and why this technology can help investors.
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The founding team of the investing platform MarketPlays (Joseph Hadaway, Efe Burak, John Esen) joins the podcast today. They talk about how to invest in social media stocks in 2024, including discussions on Meta Platforms. Pinterest, Snap, and Reddit.
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Avid Intent Founder and CEO Chris Reavis joins the podcast today. Chris talks about how to invest in Bitcoin in 2024 and why the price of Bitcoin has gone up this year.
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Kevin Luthringshausen, the chief content officer at The Tradier Hub, joins the podcast today. Kevin, who goes by the name Lex, talks about this recent earnings season, including a look at specific stocks.
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James Demmert, founder and chief investment officer of Main Street Research, joins the podcast today. James talks about how we have entered a new artificial intelligence technology-led super cycle which might cause the Dow Jones to reach 100,000 in the future.
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Kendall Dilley, a portfolio manager from Vineyard Global Advisors, joins the podcast today. Kendall talks about the top sectors in the stock market that investors should watch in 2024.
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Index Fund Advisors Senior Vice President Mark Higgins joins the podcast today. Mark talks about what could happen if the Fed cuts rates in 2024 and what that might mean for the stock market.
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AJ Giannone, the chief investment officer at the investing platform Allio, joins the podcast today. AJ talks about inflation resurgence and the impact on stocks in 2024, including why those expected interest rate cuts from the Fed might be delayed.
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Dan Rawitch, a long-time trader and the founder of the University of Options, joins the podcast today. Dan talks about how investors can use the 200-day moving average to pick stocks. He also gives a market outlook for 2024.
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Steve Selengut, a retirement income coach, joins the podcast today. Steve talks about closed-end funds, including the pros and cons of these types of funds for investors.
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Jason Brown, host of the Brown Report, joins the podcast today. Jason discusses how to get rich from the stock market during recessions and high inflation, including Jason’s top investing strategy.
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Mike Darkowski, the CEO and founder of Scrab.com, joins the podcast today. Mike discusses investing in international stocks, including the most promising stocks outside of the U.S. right now.
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Christopher Day, CEO of Days Global Advisors, joins the podcast today. Christopher discusses ETFs to buy and avoid in the current market, including a deep dive into why Christopher prefers to target ETFs that are uncorrelated to the market today.
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Dave Keller, Chief Market Strategist at StockCharts.com, joins the podcast today. Dave discusses the top stocks to pick and the top stocks to avoid right now in the fourth quarter of 2023.
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JJ Kinahan, the CEO of IG North America and President of tastytrade, joins the podcast today. JJ discusses how rates are driving the stock market in 2023, including how should investors position their portfolios in a high-rate environment.
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Erick Mokaya, lead author for The Transcript, joins the podcast today. Erick discusses what investors should listen for during earnings calls, including the upcoming earnings for banks and big tech companies.
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Simon Popple, Brookville Capital’s managing director, joins the podcast today. Simon discusses why investors should have at least some gold in every portfolio, including what to look out for when investing in gold stocks
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Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joins the podcast today. Nancy discusses why investors should look at stocks in the industrial sector in 2023, including Tengler’s top stock picks in the sector.
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Alaska Energy Metals Corporation CEO Greg Beischer joins the podcast today. Greg discusses exploration and mining stocks in 2023, including why Greg thinks that a "supercycle" is coming to the industry soon.
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OneOption Founder Pete Stolcers joins the podcast today. Pete discusses short-term trading vs. long-term trading, including a look at fundamentals and technical analysis.
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Dale Wannen, president of Sustainvest Asset Management, joins the podcast today. Dale discusses sustainable investing in 2023, including how to do stock research for environmental, social, and governance (ESG) standards.
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Mike Butler, a host for TastyLive.com, joins the podcast today. Mike discusses his top electric vehicle and artificial intelligence stock picks for the rest of 2023.
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Norman Hallett, CEO of The Disciplined Trader, joins the podcast today. Norman discusses why new investors should consider the futures market, including the advantages and disadvantages of trading in the futures market.
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Dilutional CEO Alex Näslund, joins the podcast today. Alex discusses why artificial intelligence-based trading bots may not be good for traders in 2023.
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Bryan Kuderna certified financial planner and founder of Kuderna Financial Team, joins the podcast today. Bryan discusses how stock sectors performed in the first half of 2023, including a look at why technology stocks had a great first six months of the year.
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Dory Wiley, the CEO and president of the investment banking firm Commerce Street Holdings, joins the podcast today. Dory discusses how to invest in bank stocks in 2023, including advice for picking bank stocks and Dory's bank sector outlook for the rest of the year.
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Orestes Fintiklis, the vice chairman of the board for Mondee, joins the podcast today. Orestes discusses travel technology stock investing in 2023, including an industry outlook on travel demand and generative artificial intelligence.
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Jeff Fisher, the managing principal and the head of investment strategy at Peapack Private, joins the podcast today. Jeff discusses what matters more for stock investors right now: earnings or interest rates, including some advice for investors.
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Axel Meierhoefer, the founder of Ideal Wealth Grower, joins the podcast today. Axel discusses REIT (Real Estate Investment Trust) investing in 2023, including the pros and cons of different REIT investing opportunities and an industry outlook.
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Pete Earle, an economist with the American Institute for Economic Research, joins the podcast today. Pete discusses how the recent surge in the price of gold is impacting stocks, including a look at the relationship between gold and equities, and what investors should keep an eye out for in 2023.
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Louis O’Connor, the founder of Strategic Metals Invest, joins the podcast today. Louis discusses how to invest in rare earth metals, including a look at how the asset class is performing against other investments and why it is becoming more popular.
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Mark Fidelman, the managing Director of SmartBlocks, joins the podcast today. Mark discusses security tokens, including an industry outlook and the pros and cons of investing in them in 2023.
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Joe Springer, the host of Investors Club, joins the podcast today. Joe discusses biotech stocks in 2023, including why this is the year to buy into the sector and a look at Joe’s top biotech stock picks.
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James Hill, the CEO of MCF Energy, joins the podcast today. James discusses oil and gas stocks in 2023, including the current state of the sector and why he expects demand for energy to grow this year.
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Tom Samuelson, the founder of BRON Network, joins the podcast today. Tom discusses why the S&P 500 is not a leading indicator for investors, including an outlook of the market in 2023.
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Daniel Dusina, the director of investments at Blue Chip Partners, joins the podcast today. Daniel discusses investing in Boeing stock in 2023, including the benefits, potential risks, and outlook.
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Justin Huhn, the founder of Uranium Insider, joins the podcast today. Justin discusses investing in uranium stocks in 2023, including the biggest investment options in the uranium industry.
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Travis Forman, the portfolio manager of strategic private wealth at Harbourfront Wealth Management, joins the podcast today. Travis discusses where ultra-high net worth individuals are investing in 2023, and how you can make the same investments.
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Dmytro Lokshyn, CEO and Co-Founder of the alternative investing platform Investables, joins the podcast today. Dmytro discusses alternative investing in 2023, including the advantages, disadvantages and how to get started investing in physical assets.
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Ladislas Maurice, The Wandering Investor, joins the podcast today. Ladislas discusses frontier stock markets, including the advantages and disadvantages in 2023, as well as his favorite specific frontier stock markets to invest in right now,
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Stuart Kruse, the founder and president of Kruse Asset Management, joins the podcast today. Stuart discusses quantitative investing and quantitative asset management in 2023, including the advantages, disadvantages, and his 2023 stock market outlook.
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Jon Cole, the founder of BitBusiness, joins the podcast today. Jon discusses cryptocurrency investing in 2023, including why he is bearish about 2023 and how to short cryptocurrency.
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Jeff Weber, the president of JJJ Investing, joins the podcast today. Jeff discusses how to be profitable in a bear market, including a strategy that involves options.
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Anmol Singh, the founder of Livetraders.com, joins the podcast today. Anmol discusses the biggest investing mistakes to avoid in 2023, including a look at the mistakes so many stock investors made in 2022.
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Charles Qi, the CEO and founder of the video-based social network StockPick, joins the podcast today. Charles discusses the top sectors that investors should pick - and avoid - in 2023.
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Mike Tedeschi, the market advisor at TradeZing, joins the podcast today. Mike discusses breadth indicators and sentiment readings, including how to use them in today’s market.
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Securities offered through Avantax Investment Services, Member FINRA, S-I-P-C. Investment advisory services offered through Avantax Advisory Services Insurance services offered through an Avantax affiliated insurance agency. This content is for informational and educational purposes only and should not be construed as an offer to sell or a recommendation of any particular product or strategy.
Matt McGeagh, the co-founder and co-CEO of alternative investing platform ALAO, joins the podcast today. Matt discusses alternative investing, including the benefits of alternative investing in 2022 and how average investors can get started.
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Jeffrey Kamys, Investment strategist for the iBet ETF joins the podcast today. Jeffrey discusses sports betting stocks, including the current state of the industry in 2022 and his advice for investors.
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Daryn Dodson, the founder and managing partner of Illumen Capital, joins the podcast today. Daryn discusses which sectors could hold up if the market suffers midterm-induced turbulence.
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Sid Bhattacharjee, the co-founder and chief strategist for Sapphire Capitals joins the podcast today. Sid talks about the reward-risk ratio, what it means for investors in 2022, and the advantages and disadvantages of this strategy.
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Alin Ybarra, the CEO and creator of the financial literacy platform Toilet Paper Hands, joins the podcast today. Alin talks about under-the-radar electric vehicle stocks, including a look at the current state of where the EV sector stands in 2022 and his favorite EV stock pick.
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Sharon Schneider, an author and consultant for Integrated Capital Strategies, joins the podcast today. Sharon talks about ESG investing, including how this strategy works and how investors can invest in ESG funds.
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Randy Barron, a Pinnacle Associates portfolio manager, joins the podcast today. Randy talks about space stocks, including a look at the current state of the industry and his top space stock picks.
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Dan Hollings, cryptocurrency investor and educator, joins the podcast today. Dan talks about safe crypto investing, including a look at the current state of crypto in 2022.
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Brooker Belcourt, CEO and Founder of Covey, joins the podcast today. Brooker talks about what stocks the top analysts favor in 2022 and how those picks compare to the average investor.
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Michael Wang, the CEO of Prometheus Alternative Investments, joins the podcast today. Michael talks about how investors are adjusting amid the current market volatility, including what to expect as the Fed hikes rates.
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Tom Kennedy, the managing partner for Global Wealth Advisors, joins the podcast today. Tom talks about how to take advantage of high commodity prices through individual stocks and ETFs, including specific ones to buy.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Kaden Nay, YouTuber behind the personal finance and investing channel Modern Money, joins the podcast today. Kayden talks about what sectors are safe to invest in right now, including specific stocks that he likes.
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Mike Jones, the former CEO of MySpace and the current co-founder of investing fund Science Ventures, joins the podcast today. Mike talks about the current state of cryptocurrency investing, including why crypto prices are down in 2022 and how investors should approach crypto this year.
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Eric Balchunas, the Senior ETF Analyst at Bloomberg Intelligence, joins the podcast today. Eric talks about high-dividend ETFs, including the advantages and disadvantages for average investors.
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Mike Kelly, the founder of Investment Science, joins the podcast today. Mike talks about correlations and risk management, and what this type of analysis means for investors in 2022.
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Sebastian Ganjali, head of strategy at trading platform Kryll, joins the podcast today. Sebastian talks about why most traders suck and gives his advice for people who want to day trade.
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Arvind Ven, CEO and Founder at Capital V Group,joins the podcast today. Arvind talks about
why the technology sector has performed so poorly in the stock market this year and how average investors should approach the tech sector for the rest of 2022.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
This should not be considered financial advice. Please consult with your advisor. Early Bird Podcast, Capital V Group and LPL Financial are not affiliated.
Phil Muscatello, host and founder of Stocks for Beginners, joins the podcast today. Phil talks about the importance of creating an investing checklist and other stock trends.
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Dan Raju, co-founder and CEO of Tradier, joins the podcast today. Dan talks about the past, present, and future of meme stock rallies, including some interesting investing data.
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Kenny Rose, founder and CEO of FranShares, joins the podcast today. Kenny talks about passive franchise investing for the average investor, including the benefits and risks, and a look at alternative investing.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
John Engle, president of Almington Capital Merchant Bankers, joins the podcast today. John talks about the streaming wars in the stock market with Netflix and other competitors, including a look at the recent earnings from Netflix.
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Enrique Alvarez, managing director of Vector Global Logistics, joins the podcast today. Enrique talks about the supply chain challenges affecting stocks, including a look at what caused the crisis and the most impacted sectors.
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Nigam Arora, the founder of The Arora Report, joins the podcast today. Nigam talks about the ZYX Change Method investing strategy, how this strategy works and how investors can harness this strategy in today’s market.
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Phil Blows, the founder and CEO of the trading platform AQRU, joins the podcast today. Phil talks about how to earn interest on your cryptocurrency and about how his company went public.
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Michael Mills, managing director at the private investment firm Infinitary Fund, joins the podcast today. Mike talks about furniture stocks, including which furniture stocks to pick and which furniture stocks to avoid. He also discusses furniture sector trends.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Leon Smith, the CEO of stock trading platform Tiblio, joins the podcast today. Leon talks about Nike’s stock, how it fits into the larger retail market and what investors should do with Nike.
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Stefanie Kammerman, the founder and managing director of The Stock Whisperer Trading Company, joins the podcast today. Stefanie talks about why she thinks the stock market may be rigged and manipulated, and how average investors can profit off it.
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Joel Clelland, the chief executive officer of dual-token digital currency Centric, joins the podcast today. Joel talks about Centric's tokens, his views on crypto winter, and what he sees for the cryptocurrency market in 2022.
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Theresa Bedford, personal finance and investing expert and blogger with www.Inthegameinvesting.com, joins the podcast today. Theresa talks about core-satellite investing and dollar-cost averaging, including pros and cons, as well as advice for investors in 2022.
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Bharat Kanodia, the founder of Veristrat who is an expert in valuations and a YouTuber, joins the podcast today. Bharat talks about why the stocks of Tesla and Rivian are overvalued, including what he thinks about the current market and why he likes dividend-paying stocks.
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Scott Bennett, the founder of InvestWithRules.com, joins the podcast today. Scott talks about what billion-dollar fund managers are investing in, including his research method, specific stock examples, and how investors can get started with this strategy.
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Chris Seveney, the founder of Seveney Mortgage Note Investments, joins the podcast today. Chris talks about investing in mortgage notes, including the pros and cons and how to get started.
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Mark Roussin, the CPA behind Roussin Financial and popular YouTuber (https://www.youtube.com/c/MarkRoussinCPA), joins the podcast today. Mark talks about his top dividend stocks for 2022, as well as the pros and cons associated with dividend investing and how dividend stocks compare to growth stocks.
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Jake Sandhu, a 20-year-old swing trader who has been featured twice in The Wall Street Journal for his meme stock success of taking $9,000 to over $100,000, joins the podcast today. Jake talks about meme stocks, fundamentals, and becoming a stock trader.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Stuart Mooney, the co-founder of Utradea, a platform for retail investment ideas, joins the podcast today. Stuart talks about introducing social sentiment into your stock research, including market trends and important alternative data for investors.
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Jamar James, a professtional trader and cryptocurrency coach known as “Digital Currency Guy," joins the podcast today. Jamar talks about everything you need to know about DeFI, Web 3.0, NFTs, and the metaverse.
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Wayne Klump, the owner and creator of Sleep Well Investing, joins the podcast today. Wayne talks about economic trends, options strategies, and how to build a defensive portfolio in 2022.
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Anthony Scandariato, the Co-founder & Managing Principal for Red Knight Properties and host of the Discovering Multifamily podcast, joins the podcast today. Anthony talks about investing in real estate in 2022, specifically multifamily commercial real estate, his outlook for the real estate market, the advantages of real estate investing, and how retail investors can get started in real estate.
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The stock market trader behind the YouTube channel Bears-Bulls-Business Hector Vasquez joins the podcast today. Hector talks about the stock market in 2022 , the impact of social media on trading, and why investors must change how they conduct stock market research.
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Founder and wealth advisor for Mitlin Financial Larry Sprung joins the podcast today. Larry talks about why you should invest early, the benefits of doing so, and why you should have a diversified portfolio.
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Ad Deum Funds Owner Jason DeLorenzo joins the podcast today. Jason talks about options trading, including advantages and disadvantages and how to control risk.
At Ad Deum Funds, they tailor client portfolios to risk and tolerance objectives: https://www.addeumfunds.com/
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Paulina Likos, U.S. News & World Report investing reporter, joins the podcast today. Paulina talks about how the stock market is performing at the end of 2021 and what investors should look forward to in 2022.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Jack Niewold, the founder of Crypto Pragmatist, joins the podcast today. Jack talks about cash-flowing altcoins, including the benefits and how to get started.
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Mariusz Skonieczny, the founder of the private membership website MicroCap Explosions and the website Classic Value Investors, joins the podcast today. Mariusz talks about the benefits of microcap investing, potential risks, and strategies for selecting microcap stocks.
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San and Oia Eng, the father-daughter duo behind the best-selling book “Ten Commandments of Investing: Guiding Principles from the Greatest Investment Wizards,” join the podcast today. San and Oia talk about the investment wizards that they researched for the book and some of the best advice that investors should follow.
The book is available here: https://www.amazon.com/Ten-Commandments-Investing-Principles-Investment/dp/1631953192
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Kenny Polcari, the Founder and Managing Partner of Kace Capital Advisors, joins the podcast today. Kenny talks about the history and present state of inflation, as well as what investments to make today in order to prepare for inflation.
Kenny is also the Chief Market Strategist at Slatestone Wealth, Strategic Advisor to M·CAM, and a financial commentator for Fox Business News, CNBC, CNN and a arrange of advisors.
Find him on Twitter @kennypolcari and YouTube channel: https://www.youtube.com/user/kennypolcarimedia
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The contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.
Amon Dow, the host of Dow's Stock Talk on YouTube, joins the podcast today. Amon reveals the characteristics to look for when investing in cryptocurrency, plus he talks about his overall crypto philosophy.
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Tony Wilson, a professional stock trader for 31 years and a former “runner” on an exchange floor, joins the podcast today. Tony shares his insights on the impact of the Federal Reserve on stocks, plus Tony talks about alternative investments and why he only has 10 stocks in his portfolio.
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Alexandre Lores, Quantum Economics analyst and The Latest Block Founder/Editor-in-Chief, joins the podcast today. Alexandre shares his insights on the rapid adoption of crypto, discusses potential regulations and offers advice for new crypto investors.
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Chris Lustrino, founder and CEO for KingsCrowd, a ratings and analytics platform for online private markets, joins the podcast today. Chris shares his insights on equity crowdfunding and discusses what investors should know before getting into equity crowdfunding.
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