What moves markets and stocks? Big money. Jason Bodner and Lucas Downey spent their Wall Street careers learning how the big players do it. The best stocks out there see big money activity...we call them outliers. We map big money. Support this podcast: https://anchor.fm/mapsignals/support
Two weeks ago we the Big Money Index was flashing red. Stocks have gyrated a lot since then. The data is now signaling that high-quality growth stocks could be set for a bounce. Jason and Luke walk through a study they did over the weekend. It looks like there's a lot of short-covering going on with Technology stocks. In this episode: Data Update: Flash-back to Big Money Index signaling red Looking Forward: Crypto is crashing. Are growth stocks ready to bounce? Outlier Stock: PayPal Holdings, Inc. (PYPL) Jason & Luke hold long positions in PYPL in personal and managed accounts at the time of filming. Remember this is not personal investment advice of any kind. This video is for entertainment purposes only. Our disclaimer can be found here: https://mapsignals.com/contact/ Learn more at www.mapsignals.com --- Support this podcast: https://anchor.fm/mapsignals/support
Is the Big Money Index starting to rollover? Heading into this week, the BMI was set to go overbought. That's the red zone. It's early to tell, but there's a different tone in the data. Jason and Luke walk through some new data points: stock volumes are increasing and there's a big fat rotation going on. Reopen sectors are getting bought, while growth sectors are getting sold. If buying starts to slow, the BMI will start to fall. Only time will tell if that's where we're headed. In this episode: Market Segment: Big Money Index nearing overbought Outlier Stock: Facebook, Inc. (FB) Reader feedback: Investors worried about a pullback. Taxes going up is good for stocks? Jason & Luke hold no position in FB at the time of filming. Remember this is not personal investment advice of any kind. This video is for entertainment purposes only. Our disclaimer can be found here: https://mapsignals.com/contact/ Learn more at www.mapsignals.com --- Support this podcast: https://anchor.fm/mapsignals/support
Jason and Luke get right to it. Special Purpose Acquisition Companies (SPACs) are under pressure...and they aren't surprised. This is in the face of markets near all-time highs. Long-term, this is healthy for stocks. Next, they dive into the data, checking in on the Big Money Index. Volumes have been quiet compared to Q1. They even showcase new functionality coming to MAPsignals subscribers. Soon users will be able to track the BMI each day and see daily ETF buys and sells. Finally, they breakdown an outlier stock, ASML Holding NV ADR (ASML). This is a semiconductor they've known for years. They just smashed earnings. In this episode: Data Segment: Low volumes, Quality stock leadership Thoughts on SPACs: Issuance is off the charts Outlier Stock: ASML Holding NV ADR (ASML) Jason & Luke hold no position in ASML at the time of filming. Remember this is not personal investment advice of any kind. This video is for entertainment purposes only. Our disclaimer can be found here: https://mapsignals.com/contact/ Learn more at www.mapsignals.com --- Support this podcast: https://anchor.fm/mapsignals/support
Jason and Luke breakdown the $2 trillion infrastructure plan and why that will be bullish for stocks. Next, they walk through what the data says. Right now, signs are pointing to more upside for stocks. Lastly, they breakdown a MAPsignals favorite Industrials stock: Old Dominion Freight Line, Inc. (ODFL). Learn more at www.mapsignals.com Jason & Luke hold a long position in SIMO at the time of filming, but no position in ODFL. Remember this is not personal investment advice of any kind. This video is for entertainment purposes only. Our disclaimer can be found here: https://mapsignals.com/contact/ --- Support this podcast: https://anchor.fm/mapsignals/support
Jason & Luke break down the Archegos Capital Management liquidation situation. It actually brought back memories from their trading days during the Global Financial Crisis. They recap a few liquidations they handled back in the day. It made a big impact on them. Finally, they circle the wagon on a mega-outlier stock, Mastercard Incorporated (MA). --- Support this podcast: https://anchor.fm/mapsignals/support
Cathie Wood gets so much attention these days for her growth investing style. We breakdown why her investing process is focused and long-term minded. She is a Big Money player these days. --- Support this podcast: https://anchor.fm/mapsignals/support
Stocks go up and go down. We like to use the Big Money Index to guide us. Long-term though, the great stocks keep climbing. Our outlier segment is poker star, Daniel Negreanu. Next we get into our Big Money analysis. Then we talk about an outlier stock we've known and held for years: Chipotle Mexican Grill (CMG). Learn more at www.mapsignals.com Disclaimer can be found here: https://mapsignals.com/contact/ --- Support this podcast: https://anchor.fm/mapsignals/support
Outliers exist in life and in markets. Our Outlier Segment is dedicated to the Super Bowl quarterback GOAT, Tom Brady. Then we do a dive into why NVIDIA Corp. (NVDA) is a Big Money favorite and outlier. Later we discuss a newer name to our research, Fulgent Genetics, Inc. (FLGT). Studies show that only a small percentage of stocks are responsible for most of the market's gains. We call them outliers. Jason Bodner and Lucas Downey breakdown our unique data, talk stocks, and why outliers exist in our everyday lives. Learn more at www.mapsignals.com --- Support this podcast: https://anchor.fm/mapsignals/support
What moves markets? Believe it or not, it isn't fundamentals or technicals... it's supply and demand. Where the Big Money flows, stocks follow. There are signs of cracks in the dam for the market. Luke and Jason breakdown why the media's obsession with certain meme stocks is wrong. It's simply a distraction for what's really going on under the surface. The first signs of market weakness are showing up. --- Support this podcast: https://anchor.fm/mapsignals/support
We are seeing records, folks! People are asking how to handle market exuberance. This was a fun and spirited chat with tons of market wisdom that we've learned over the years. We cover a lot of the material we outlined in yesterday's blog post, Are We There Yet. --- Support this podcast: https://anchor.fm/mapsignals/support
We take a dive into how investing has changed forever. Between high-frequency trading, the explosion of ETFs, and the rise of the retail traders, stocks are moving much quicker. Lucas and Jason chat about how the game of football is changing, too. Offences are getting faster. And so has investing. Being more offensively-minded pays off rather than focusing on defense. No matter how markets change, outlier stocks still win in the end. Always be forward thinking. --- Support this podcast: https://anchor.fm/mapsignals/support
Markets are well into overbought territory. The red zone tends to last for weeks...we call that the investing bonus level. It's where 401ks and long-term brokerage accounts rack up points. The key to winning at investing is to be patient. The odds are on your side. Let the outlier stocks do the work for you. Instead of worrying on when the market will pullback, we believe the focus should be on finding the best stocks out there. We also breakdown the latest MAPsignals data: small-caps are collecting most of the capital. The "reopen trade" is alive and well. The narrative can't change until sellers show up. --- Support this podcast: https://anchor.fm/mapsignals/support
Value stocks are ramping as growth stocks take a back seat. Lucas and Jason cover a lot of great info in this one. We spend time discussing the reopen winners, what sectors we are focused on, and why this market can go a lot higher over the next year. But, it isn't all rainbows and bubblegum. Quants are having a tough go. Enjoy! Stocks mentioned: ZM and DNKN. Disclosure: MAP, it's founders, and managed accounts hold a long position in ZM. --- Support this podcast: https://anchor.fm/mapsignals/support
Headlines are dropping daily. Stocks and sectors are whipping around in massive ways. Lucas and Jason break down the changing data landscape. They still see opportunity for growth and Technology stocks. They also discuss reader comments and feedback. Enjoy! Stocks discussed in this podcast are ZM and PTON. Disclosure: MAP founders hold a long position in ZM shares in managed accounts. --- Support this podcast: https://anchor.fm/mapsignals/support
Election day has passed and the market has made its vote...green. Lucas and Jason discuss how they see markets shaping up going forward and what's likely in store from a data standpoint. The election trade is in full swing. The juice is back. --- Support this podcast: https://anchor.fm/mapsignals/support
People ask us all the time, "how do you find outlier stocks early on?" We discuss the 3 traits that we believe are present in outlier stocks. In this episode, we use SolarEdge Technologies, Inc. (SEDG), as our example. It's a familiar MAP name. Disclosure: MAP, its founders, and/or managed accounts hold long positions in MSFT, GOOGL, TSLA, & NFLX --- Support this podcast: https://anchor.fm/mapsignals/support
All investors have likely experienced "the ones that got away." We oftentimes call them the white buffalo. Investing isn't always about the highlight reel, bloopers are part of the learning experience, too. In this chat, Jason and Luke discuss stocks they sold too early, what they learned, and how they adapted. It's a big earnings week and they hit on a recent MAP name that blew away expectations. Stocks mentioned that they hold a position in: CMG, NFLX, BIDU, & GOOGL. --- Support this podcast: https://anchor.fm/mapsignals/support
It's important to know yourself as an investor. Learning your strengths and weaknesses is critical to investing success. In this episode, Lucas and Jason break down the big shifts in the market from a data standpoint. Then they shift gears and discuss how early trading failures were necessary for growth. Disclosure: MAP or its founders hold long positions in F & CMG. --- Support this podcast: https://anchor.fm/mapsignals/support
In our first episode we talk through recent market headlines, what the data says, and what's important. Can one episode encompass BBQ, SPACs, the news, and more? Yes. There's a lot of juice in this market. Have fun and make money along the way. --- Support this podcast: https://anchor.fm/mapsignals/support