Bullseye Brief: Recent Episodes
Adam Johnson and Tom Essaye
A spirited conversation for thoughtful investors with Adam Johnson of Bullseye Brief and Tom Essaye of the 7:00's Report.
Ignore the cheers. Keep going when they boo. Trust the process & stay trust to yourself.That’s the message from world-renowned artist David Drebin, who sold half his works to Elton John at a show in 2004… and he’s never looked back. Today, we explore the surprising similarities between Art & Investing.
Your Questions Answered - We’ve witnessed some wild trading activity recently, and amid the volatility I’ve received some great questions from your fellow subscribers. I’m going to share them, along with my responses. I figure we all get the benefit that way. Thanks for the feedback and keep it coming.
Unknown, unknowns - These are the things out of nowhere that turn markets upside down, and send executives scrambling. A data-mining company called DataMetrex scours social media for clues about the next Big Thing… clients include NATO and the CIA. CEO Marshall Gunter explains how they do it.
Aim High, Work Hard - My friend and former BloombergTV co-Anchor Cory Johnson has launched The Drill Down podcast as business news platform for business-minded people. Like me, Cory is unapologetically optimistic on what American Ingenuity can accomplish. He shares insights and observations about which companies are winning in 2021… and why.
Market Roadmap - We speak with my friend, and former market maker Judd Hirschberg… one of the original rates traders on Chicago Merc from the 1970s. Judd now runs an advisory service called White Wave Trading Strategies. He’s especially good at identifying relationships across assets and spotting changes in trend.
Biologist Dr. Deborah Brosnan helps businesses and governments around the world identify practical solutions to environmental challenges. She analyzes what Washington’s trillion dollar Green Plan means for our economy, and specifically how we’ll get there.
Future of Health Care- Chris Plance of PA Consulting helps hospitals save lives… from Robotics to Blockchain, he evaluates which cutting edge technologies make the biggest difference. He’s also lectures at the Rutgers Business School in New Jersey.
What Are You Buying? - WSJ #1 Financial Services Analyst and Gabelli & Co. Portfolio Manager Mac Sykes shares ideas for Q2. Mac also earned Runner-up in the annual StarMine analyst awards for stock picking in 2014 and 2018, and has received several Honorable Mentions from the Annual Institutional Investor Survey. Best of all, he’s an old friend.
Plowshares & Profits - Top-rated agricultural commodities analyst, former investment banker and Marine Corps veteran Chris Narayanan now advises family farmers on the business of farming, as part of the University of Tennessee Institute of Agriculture. It’s American Ingenuity come home, and I love the mission
Good to Great - Best-selling author Scott Kirsner founded Innovation Leader to advise CEOs on how to cultivate new ideas within their organizations. As someone focused on American Ingenuity, I want to know his secrets.
I have purposely avoided investing in cannabis. The topic makes me uncomfortable and the science feels nebulous. CEO Liz Wald of Good Earth Organics begs to differ, and she joins us for a spirited, thoughtful conversation.
Thank you for your many thoughtful emails over the past several weeks on money and markets. I love getting great questions, and if one person has asked, probably ten others have been wondering too. So today we’ll do this together… answering every question one at a time.
EV Reality Check - Institutional Investor’s top-ranked Auto Analyst Nick Colas takes us inside the newest electric vehicles, separating what’s possible from what’s not. How long will the rollout take? How much demand is there? Are batteries cost effective vs gas and diesel? What about hydrogen fuel cells? Where will all the electricity come from?
The Chartist – Top Technical Strategist Chris Verrone of Strategas Research joins us to interpret the charts and share tactical ideas for Q1. Chris describes his work as “technical ideas for fundamental investors” and I read his note every morning. Having been named by Institutional Investor as one of Wall Street's top three strategists for a record seventh year in a row, Chris is exceptional.
23 Amazing Guests - My heartfelt thanks to these CEOs, entrepreneurs and thinkers propelling our world forward. This is their story in their words… our best podcast moments of 2020. It’s a good reminder that our north star of American Ingenuity burns bright.
Sharing & Saving - Vitality Insurance will buy you an iWatch if you send them your health data… and they’ll cut your premiums by 10%. Good deal or an affront to privacy? CEO Adrian Gore explains how it works and why customers love it. We discuss the emerging partnership between doctors, insurers and patients.
Recover & Rebuild - Harvard Business School graduates are teaming up with small business owners in NYC to share their expertise, and data scientist Sharon Joseph explains how even free programs like Google Analytics can make all the difference in connecting with customers.
What Happens After You Hit Send - Text messaging and group chat platforms generate $5 billion annually, with 20% growth projected through 2025… but are they secure? DatChat Founder/CEO Darin Myman says no, and he thinks encrypted communication across blockchain may offer our only solution.
Hand Sanitizer for Your Nose - A private company called Halodine has created a revolutionary nasal spray that kills the Covid virus on contact. The NFL distributes this product to its players, and Ophthalmologist/Infectious Disease Specialist Dr. Jesse Pelletier joins us to explain how it works.
Technically Speaking - CBOE founding member Judd Hirschberg shares his updated Q4 targets, alerts and inflection points on key US stocks and indicies. Judd’s research is driven by five decades of proprietary models that prioritize long-term relationships across asset classes. He is highly respected among the Chicago futures trading community, and you can learn more at WhiteWaveTradingStrategies.com. Join us Wednesday at noon.
Attention Stock Pickers: Today we’re talking high-growth, small-cap stocks with Laird Bieger and Randy Gwirtzman of the Baron Discovery Fund. They’re up significantly this year and share some their favorite picks.
Chef/Owner Giuseppe Bruno employs 130 at his three New York restaurants, including Food & Wine World Top 20 finalist Sistina. Covid has wreaked havoc on his business, but he’s putting white table cloths on the sidewalk and refusing to quit. That's American Ingenuity.
Empowerment - Dream Exchange launches as the country's first minority-owned stock exchange focused on funding minority-owned businesses. Thirteen years in the planning, Co-founders Joe Cecala and Bill Ellison join us to celebrate the moment and share their sense of mission.
Neil Grossman managed trillions for Norges Bank, the world’s largest sovereign wealth fund. Now Neil makes wine, and we’re paying a visit to his vineyard. From stimulus and rates, to grape juice and sunshine. Our conversation in the vines.
More Please - Fed Chairman Jerome Powell is presiding over the largest government intervention in history… $3T of bond-buying and added liquidity since March alone. It’s great for stock prices, but what’s really happening? Long-time Fed-watcher and macro strategist Peter Tchir of Academy Securities explains.
Kenny practically defined the New York Stock Exchange... a larger than life Italian kid from upstate who arrived in the 70s and hit it big. Chapter Two is Kace Capital Advisors in Florida. As always, he's fired up.
Trading Volatility - The CBOE has just reopened its trading floor, and veteran VIX trader Mark Sebastian of OptionPit.com joins us to share some of his favorite “vol” trades... including a few option ideas for our Bullseye picks.
Déjà Vu? - Former SAC trader and DataTrek Founder Nick Colas shares data-driven observations about the Great Depression, and they're eerily relevant today. From corporate profits to worker productivity, and even human behavior. Déjà vu all over again? You’ll get the link at noon.
Life After Basketball - San Antonio Spurs legend David Robinson and his Goldman trained partner Daniel Bassichis have built a highly successful real estate investment firm called Admiral Capital. Today, their take on adapting to a post-corona world, from rethinking office space to helping communities rebuild.
Family office pioneer Rick Pitcairn of Pitcairn Inc. returns to share his annual outlook. Rick is an exceptional steward of family wealth, serving some of the country’s wealthiest families. His perspective is thoughtful, measured and unique.
Frank Sorrentino is the Founder and CEO of New Jersey-based ConnectOne Bancorp. His team of community bankers have already issued $400M in new loans under the government’s largest-ever direct stimulus program, and I want to know how it’s going.
Will Nutting introduces US companies to UK investors as Managing Director of Equity Sales for Stifel Nicolaus Ltd. His enthusiasm for growth stocks is infectious, and I want to get a sense for how global investors perceive what’s happening here at home. Will is a former British Army officer and a wonderful friend.
My friend Chris Verrone of Strategas Research Partners calls himself a technical strategist for fundamental investors, and he's especially good at spotting changes in trend. I read his report every morning, and I am thrilled to share his perspective with you. He thinks markets are sending an important message that the worst is over, and we should selectively buy emerging new leaders.
From stone-washed denim in the 80s, to bio-fuels in the 90s, and now a potential cure for Corona, CEO Mark Emalfarb of Dyadic Int'l Inc. (DYAI) has long championed using fast-growing fungal cells to develop biologic solutions at a massive scale... with significant cost-savings. I call it American Ingenuity in the service of humanity. Tune in for:
- How repurposed fungal cells make drugs.
- Why companies and countries are signing on.
- What this means for healthcare in the long run.
Imagine owning a hard asset which has risen in value 95 of the last 100 years, pays a 5% dividend and has no correlation to the stock market. Interesting, right? It's called peace of mind, and large pension funds are big buyers. My friend Edward Hargroves of Goldcrest Farm Trust explains.
- How institutions acquire property
- What farmers get in return
- Why the "I"s are hot (IA, IL, IN)
- Where all this is going
DataTrek Founder Nick Colas synthesizes what everyone at Davos was talking about… 5G will transform human interaction and create huge opportunity, but cost WAY more than expected and take longer to install. Plus, some of Nick's highlights for who to watch.
He made some great calls at the start of last year, so Michael Purves joins us again with his predictions for 2020, and insights on our recent economic cycles.
With the year and the decade wrapping up, let's remember the 21 excellent guests that joined us in 2019. It was a big year, and they shared some big ideas - my highlights are collected here. You'll notice key trends, and 21 pieces of advice. I love this business, and I'm looking forward to another great year. Thanks for joining me.
I met Ivan Feinseth of Tigress Financial at the NASDAQ market site and knew we had to do a podcast. He loves stock picking. He's thoughtful in his analysis. He believes in American Ingenuity. And he makes money.
We discuss several leading consumer technology names in detail, including AKAM, FB, GOOGL, GRMN, LYFT, MA, NVDA, UBER. I own three of them.
Jeff Hirsch publishes the Stock Trader's Almanac, and he has a knack for picking through the data and uncovering trading trends pegged to holidays, elections - even Halloween. Jeff joins Bullseye to talk about Q4 trends, when the best six months for trading open up, and what we can expect the 2020 election to affect the markets.
Chris Vermeulen of TheTechnicalTraders.com has almost the exact opposite of the normal Bullseye approach. He focuses exclusively on chart patterns across ETFs and asset classes, alerting his 25,000 subscribers about near-term tactical opportunities. He's a macro trader... I'm a stock picker... and that's a great synergy. Chris joins us to talk about how he plays the market, and where he's looking forward.
After a quick downturn in the markets, Randy Frederick is the perfect person to be speaking with. As vice president of trading and derivatives with the Schwab Center for Financial Research, he's got his eye on a host of indicators, and joins us to share his thoughts on what he's seeing - from how to interpret a 20% VIX, to what to watch in put-call ratios. Plus, what we might see with trade negotiations.
John Mauldin, legendary economic observer, joins us to talk about his excitement for the future, from biotech to agriculture. According to John, change in the '20s is coming but life in the '30s is going to be great - and he's got some big tips for Bullseye listeners.
Matt O’Connor says Avocondo will unlock a whole new demographic of real estate investors: millennials. Matt joins us to explain Avocondo’s business model, how they’ll make money for everyone involved, and why real estate is still an untapped market.
John takes us inside the country's most innovative manufacturers, highlighting what sets them apart and which we should own. What does the Factory of the Future look like? How are global supply chains outsmarting tariffs, and where will tomorrow's productivity gains come from?
Michael shared his tactical trades for 2019 at the start of the year, and he nailed the first half. Now he's back to talk 2H19 and beyond, European markets, and six strategic positions - including some Bullseye favorites.
Adam speaks with Dan Oliver, who only invests gold and gold mining companies. Dan shares is investment philosophies, and why gold can be an unpopular story. And according to Dan, with a historic credit bubble in effect, gold is poised to take off - once a few other conditions are met.
Former Clinton White House advisor Jamie Metzl explains why he wrote this stunning book on how scientists are literally hacking into our genes. It reads like a novel, and nothing is off-limits. To quote Dr. Sanjay Gupta, "If you read just one book on the future of our species, this is it."
After 38 years on the Exchange, trading through the birth of the bull market and the Great Recession, working as a floor governor and CNBC contributor, Kenny Polcari is moving on. We've talked with Kenny about specific trades in the past, and this time he shares his perspective on the industry, and some broader trends in taxes and real estate. And, Kenny tells us what's next for him, and what's got him newly energized. Plus, try the chicken.
Adam sits down with Jitendra Waral at Bloomberg San Fransisco to talk about what's next for internet companies, from Amazon's long term strategy with Prime, to which company is growing fastest, and how much longer we can expect major growth.
DataTrek founder Nick Colas joins Bullseye Brief to share his insights on the ways AI is changing the landscape for investors - and society - and what you should do to prepare. Nick talks about rends in AI, and the most successful new AI start-ups from Y Combinator. Plus, which tech stocks Nick sticks to.
Hans Humes has built a billion dollar business helping countries emerge from crippling debt loads. He represented global bondholders in Greece, solved the 15-year lockout against Argentina, and pioneered revenue warrants across Africa. He's just back from Caracas and joins Adam to discuss the ongoing situation in Venezuela, and how policy changes might allow the country to settle their debts by leveraging resources. Plus, what many don't know about their infrastructure, and why Hans is excited about an area that many find intimidating.
According to Jessica Rabe, the marijuana market is set to keep growing, with legalization just a stone's throw away in New York and New Jersey. And with the national pot market poised to rival liquor, major beverage companies are taking interest too.
Rabe has been following the pot market since it first lit up in 2012, and she joins us to share her insights on the budding industry - from major stocks and big dates to investment strategies and untapped areas of the market. Plus, how the new market will respond to reg's, and what other states should learn from California and Colorado to avoid taking a hit.
With Trump and Xi still trying to strike a deal, and the 2020 presidential election on the horizon, we turn to Gordon Chang, author of The Coming Collapse of China, for expertise on the Chinese economy and the political factors helping decide the future of the global economy. With two big personalities at the bargaining table and several stakeholders on each side, we're talking about intellectual property, how the deal could affect markets, and what the takeaways are from such an unpredictable situation.
Thomas Lee, former tech analyst and accomplished Wall St. strategist, joins us to reflect on the brutal December market, talk trends for 2019 and beyond, and explain why long positions are a winning move. And, Tom shares some truly surprising facts about tech trends and cyclical FAANG performance.
It's a new year, but are we really late in the cycle? This week, we check back in with Weeden & Co's global strategist Michael Purves to forecast for 2019, and talk volatility, US, European, and emerging markets, and how to make it a good year of tactical trading.
With the VIX all over the place, we check in with Steve Sosnick, Options Strategist at Interactive Brokers. In addition to sharing his strategy for dealing with volatility, Steve comments on the Fed, and tells us where he's having fun - plus where we should be careful.
The holidays are upon us, and we've got a seasonal treat. We're joined by Chuck Grom of Gordon-Haskett, who's been ranked as #1 in Institutional Investor's All-American Research Team. Chuck breaks down the findings of his team's retail survey of Black Friday shoppers, talks what to expect in the next month of gift buying, and names some favorite retail stock picks. He even describes some of the research methods his team uses, and explains to Adam how his cellphone knew to show him ads from the store he'd just left.
Chris Oberbeck, CEO of Saratoga Investment Corp, joins us to talk about direct lending, Saratoga's model, automation, and why he's optimistic about the next few years.
Once he got a taste, Will Rhind became addicted to start-ups - and lucky for Will, he's good at them. After going from 30 to 360 million in 10 months, Will's start-up Granite Shares was named ETF issuer of the year.
This week, the CEO and founder sits down with Adam to talk about his strategies, and what he makes of the hectic market.
It's been a wild week in the markets, so this week we're back down at the New York Stock Exchange speaking with 25-year trading veteran and floor governor Kenny Polcari about how the largest institutions are trading.
For more from Kenny, including his champagne pork chops, visit www.kennypolcari.com
This week we're joined by Kevin Landis, whose tech funds consistently out-perform the NASDAQ and S&P 500 multiple times over. Kevin's been one of the first to to many stories like Facebook, Twitter, and Amazon; and he hasn't failed to stay ahead of the curve with AI and biotech options. In this conversation, Kevin shares some of his investment philosophy - and some ticker options.
With XRP and Ripple in the news, we're taking a second look at our conversation with Cory Johnson, Chief Market Strategist at Ripple.
KPMG has just wrapped their annual survey of CEOs around the world, asking how they're feeling about 2019, and what's on their minds. Constance joins us this week to break down their findings, and why she's optimistic.
This week, an in-depth interview with hedge fund pioneer Jerry Fine. Jerry talks about what he's learned in 40 years of trading, how investing has changed, and about his new book "Make Me Even and I'll Never Gamble Again."
This week, we go to Pfizer to speak with chief economist Neal Masia about what goes into drug pricing, how he uses data, and the ways newcomers like Amazon and blockchain could affect the world of pharmaceuticals.
Rick Pitcairn's clients are some of the oldest and wealthiest families in America. As CIO of Pitcairn, Rick has a unique perspective on markets, geopolitics, and investment fundamentals. This week, we pick his brain about all that, and more.
This week - big ideas, picks, and predictions with Mark Sebastian, CBOE Market Maker and founder of Option Pit. Hear why hedge funds and RIAs turn to Mark for counsel, and what keeps 33 thousand people checking their emails for his Idea of the Week.
It's been a bumpy week in the stocks, so we head back to Wall Street to rejoin Kenny Polcari on the floor of the New York Stock Exchange, and hear whether we should worry about the FANG stocks with Netflix's dip, and where to find investment opportunities during a shake up.
This week we're joined by Jason Schenker, the world's most accurate economic forecaster. We get down to it, and Jason shares his thoughts on interest rates, congressional midterms, rising unemployment, and more.
He's a trading legend showing no signs of stopping after 41 years. Yra Harris joins us to talk Italian political turmoil, the US 10-year, Russian oil and sanctions, and some of his own stock picks.
This week, Adam speaks with Michael Purves, who has been nailing market predictions as Chief Global Strategist at Weeden & Co. Michael goes in-depth, sharing his insights, how he reads the market, and leaves us with five tactical trade takeaways.
Honest Buildings is a small Manhattan startup with some of the biggest clients in real estate. This week Adam speaks with CEO Riggs Kubiak about how his company harnesses project data and blockchain technology to make itself indispensable to developers and building owners, on projects big and small.
This week, Adam catches up with Dr. Komal Sri-Kumar, who's just back from Russia, to talk about recent sanctions, geopolitical factors, and Sri's process for advising sovereign wealth funds.
Adam is reunited with Cory Johnson after their days together at Bloomberg. Cory's now working with a crypto-currency that's changing the way banks and businesses across the globe transfer money.
With news in autonomous vehicles, AMZN purchases, and new management in the Fed, we visit the floor of the New York Stock Exchange to check in with floor trader Polcari about the latest.
For more about Kenny, visit http://www.kennypolcari.com/.
This week Adam hosts from Las Vegas, at the HIMSS Conference for medical information technologies. Don Ross comes on the show to talk about the role predictive AI plays in consumer trust.
This week, Adam interviews Ken Davenport, the Tony Award-winning Broadway producer, about his success in a notoriously high risk market.
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This week Adam speaks with Tony Scott, U.S. Chief Information Officer under President Obama.
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Adam and Tom speak with analyst and digital entrepreneur David Garrity.
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Adam shares some of his picks for 2018 and the best podcast moments of 2017.
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Adam and Tom speak with Josh DeWitt & Justus Luthy of COIN LION
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This episode was produced by Rob Schulte
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Adam and Tom speak with Glenn Galucci and Mark Hill.
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Adam and Tom speak with Manager Mike Balkin of the William Blair Small Cap Growth Fund.
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Adam Johnson and Tom Essaye speak with Former SEC Enforcement lawyer Ron Geffner on what it takes to run your own hedge fund.
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This week Adam and Tom speak with Chief Options Strategist Steve Sosnick.
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This episode was produced by Rob Schulte https://robkschulte.com
Adam and Tom speak with Don Bilson of Gordon Haskett.
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This episode was produced by Rob Schulte
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Adam speaks with David Gurwitz of Charles Nenner Associates.
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This episode was produced by Rob Schulte https://robkschulte.com
Adam and Tom speak with Judd Hirschberg, 1 of 15 Original SPU Traders on CME 1974, Founder of White Wave Trading.
This episode was produced by Rob Schulte(https://robkschulte.com)
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Adam and Tom speak with Jeff Uscher, Founder/Author of Japan-Insider (1st American on floor of TSE.)
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This episode was produced by Rob Schulte(https://robkschulte.com)
Adam and Tom speak with the WSJ's #2-ranked U.S. portfolio manager for 2017, Randy Gwirtzman of Baron Discovery Fund.
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This episode was produced by Rob Schulte(https://robkschulte.com)
Adam and Tom speak with Atul Lele, CIO of Deltec International Group, Nassau Bahamas, Ex I.I. #1 Global Macro for Asia.
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This episode was produced by Rob Schulte(https://robkschulte.com)
Adam and Tom speak with AI expert and ex-Barnes & Noble CMO Marc Parrish about what's going on now, and what we can expect in the future.
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This episode was produced by Rob Schulte (Https://robkschulte.com)