Podcast appearances and mentions of brad lamensdorf

Brad Lamensdorf and Jeff Zananiri examine CarMax (KMX), which hit a 52-week low after quarterly earnings. Brad notes that CarMax finances a lot of its own cars, which will hit them as volumes fluctuate in the trade war and interest rates stay high. Jeff is a “little cautious” since they didn't release guidance, and says the stock isn't “beaten up enough.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Brad Lamensdorf, strategist at the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says there's "a lot of stock in a lot of weak hands," which tends to lead to a serious correction, and he says the market is due for a 15 to 25 percent pullback. Further, he notes that bear market corrections tend to "be more significant" in a high-rate market like the one being faced today; Lamensdorf notes that while the market is near record highs and has gone up sharply this year, so too has his bear-market fund, highlighting just how thin the bullish sentiment and market breadth are. Lamensdorf says that investing in the Magnificent Seven stocks has been great stock picking in a market that has not favored stock pickers, highlighting that this "is a great long-short stock-picking environment right now." Dave Lamb, head of closed-end funds at Nuveen, says there is a "much more aggressive form of activism today than what we saw years ago," driven mostly by discount-arbitrage opportunities rather than any evaluation of a fund's management. He discusses what fund sponsors, including Nuveen, are doing to make closed-end funds more attractive to the public, but less appealing to activist shareholders. Plus Daniel Dusina, chief investment officer at Blue Chip Partners in Michigan, discusses "underappreciated quality stocks" in the Market Call.

With the S&P 500 hitting the lowest levels since last June, I thought it would be great to talk to Ranger Alternative about how advisors should be incorporating a hedge in clients' portfolios regardless of the market environment. Ranger Alternative is sub-advisor to AdvisorShares' Ranger Equity Bear ETF (HDGE). The brains behind HDGE is my guest, David Tice (senior advisor), as well as John Del Vecchio (co-portfolio manager) and Brad Lamensdorf (co-portfolio manager).  HDGE is an actively managed ETF rooted in forensic accounting and technical analysis. -Here is a fact sheet for AdvisorShares' Ranger Equity Bear ETF (HDGE) - https://advisorshares.com/etfs/hdge/ A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events. Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S. What do ETF-oriented advisors need to understand about cryptocurrencies? Register now for our Crypto Symposium to get your Crypto questions answered. For more info visit https://www.etftrends.com/webcasts/crypto-symposiumExchange taps thought leaders and industry names to share the latest in portfolio construction and product innovation. Ensure your clients reach their growth goals with the most current thinking from top experts. You'll leave with at least one new strategy, product idea, or a portfolio construction tip to apply to your portfolios. For more information on Exchange, visit https://www.exchangeetf.com/

It's Cyber Monday and Chuck offers an alternative to the usual gift-buying pattern by talking about how savers and investors can now give gifts of stock easily and efficiently, teaching children and young adults like-long lessons about saving and investing. Moreover, Ted Rossman of Bankrate.com stops by and discusses gifts from the past that haven't worked out so well, based on the site's research showing that Americans routinely have gift cards they have not used. Plus, Jeffrey Hirsch of Hirsch Holdings returns to the show to discuss the latest edition of the Stock Trader's Almanac, and we revisit a recent conversation with Brad Lamensdorf of The Lamensdorf Market Timing Report.

Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management Co., says a recession is likely for 2024, which will create some market pain as it extinguishes "the final embers of inflation which aren't burned out yet, namely wage growth." Schutte expects the market to struggle but notes that conditions are great for fixed income, though he warns against investors hiding in the short-end of the yield curve because rates will start to change next year, and investors who are focused on making the highest yield now will wind up facing reinvestment risk once the yield curve flattens or reverses its current inversion. Meanwhile, talking technicals, Brad Lamensdorf of the Lamensdorf Market-Timing Report and the Ranger Equity Bear ETF says the market is due for "a scary moment" likely in the spring or the summer of 2024, when there is a value reset. Lamensdorf notes that "We don't need a recession to have a 20 or 25 percent correction and I think one of those probably is due next year at some point, after we get out of this seasonably-favorable period." Plus, Benjamin Bailey of the Praxis Impact Bond fund gives his take on the fixed-income market, and sustainable bond investing.

Stocks finished mixed and near worst levels. Vital Knowledge's Adam Crisafulli and Cantor Fitzgerald's Eric Johnston battle out where the market goes from here in a bear versus bull debate. Evercore analyst CJ Muse on why it's a “stock-pickers paradise” in the chips sector. Tilray shares fell today. CEO Irwin Simon discusses the latest quarter and big acquisition. CrowdStrike hosted its first ever government summit. CEO George Kurtz joins from there to talk public/private partnerships in cloud and cybersecurity. Why Weight Watchers soared nearly 60% higher today and our Meg Tirrell discusses the weight loss drug market with the FDA Commissioner Dr. Califf. Plus, former Kansas City Fed President Thomas Hoenig on upcoming inflation data, short seller Brad Lamensdorf on CarMax and our Mackenzie Sigalos on bitcoin's recent rally.

Brad Lamensdorf, strategist at The Lamensdorf Market Timing Report and chief executive at Active Alts, says the market is 'very, very extended' and is poised for a 20 percent correction that he expects to hit in the second quarter, driving the Standard and Poor's 500 below 3,500 before any real recovery can begin. Lamensdorf says the decline he expects will not be the result of a recession, because he believes the economy may be able to sidestep that kind of growth slowdown but stocks can't, owing to a fair value estimate that he pegs at 3,000 on the index. George Milling-Stanley, chief gold strategist at State Street Global Advisors, looks at the same uncertainties and says they have moved gold to 'right where it should be,' positioned for a good year as the market sorts out everything from inflation and interest rates to geopolitical concerns in China and the war in Ukraine. Plus, Laura Adams discusses a Finder survey showing that more than half of American parents aren't paying their kids an allowance, and how the money adults save now will likely cost the children later due to missed educational opportunities.

Simeon Hyman, global investment strategist at ProShares, says that the dividend aristocrats have grown their payouts beyond even the current levels of inflation, which makes them — along with companies that benefit from rising rate environments- the sweet spot for tilting a portfolio now. In The Big Interview, he also discusses how to tilt a fixed income portfolio for today's challenging conditions. Also on the show, Ken Tumin, founder and editor at DepositAccounts.com, talks about what rising interest rates have already done to consumers and savers and says that the next, upcoming rate hike is not going to reward savers looking for a safe place to keep pace with inflation. And in the Market Call, Brad Lamensdorf of the The Lamensdorf Market Timing Report and chief executive officer at Active Alts, discusses the need to be selective about shorting stocks, because the ebbing tide right now is not taking all companies out with it.

David Trainer, president at investment-research firm New Constructs, says that 80 percent of the Standard & Poor's 500 companies are overstating earnings, and he highlighted Illumina as topping the list, saying the company is overvalued as a result. The company is currently trading for about $350, but Trainer put it in "The Danger Zone" because it has an economic book value of "negative two dollars." Also on the show, Ron Ruffinott of Toluna discusses their recent survey showing that one-third of Americans feel markedly worse off financially now compared to a year ago, economist/author Jonathan Haskel discusses his new book -- "Restarting the Future: How to Fix the Intangible Economy," and Brad Lamensdorf of Active Alts and the Ranger Equity Bear ETF returns to talk stocks in the Market Call.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and chief executive officer of Active Alts, says that investors can expect a lot of 'sub-surface  volatility throughout the entire year," but all of that chop amounts to the market getting past the bigger-than-expected gains of 2020 and 2021. Lamensdorf says that most market sentiment gauges and indicators are negative but that is creating some pockets of opportunity, though they are hard to spot amid bear-market bounces. Also on the show, Edward Yardeni of Yardeni Research returns for a second day, this time to talk about his latest book, "In Praise of Profits," Michael Bell of Primark Capital discusses how private-equity investments can bring something to a portfolio that most investors are missing, and Simon Lack of SL Advisors -- the firm behind the American Energy Independence Index -- returns to talk about energy stocks in the Market Call.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF,  says that while the market is at record levels, valuations are not so high that it's particularly easy to find shorts. In the Market Call segment, Lamensdorf discusses how it's a stockpicker's market, both for long investors and short-sellers, with rising indexes having masked a lot of individual opportunities. Also on the show, Mark Hamrick, Washington bureau chief at Bankrate.com talks about implications from last week's economic reports, emerging markets and international fund manager Tunde Ojo from Harding Loevner discusses China and other foreign markets now, and Kyle Guske of New Constructs puts the Danger Zone spotlight back on EventBrite, the concert promoter that he says is wildly overvalued.

Bob DiMella, co-head of municipal managers at MacKay Shields, discusses the surprise that muni bonds have been since the start of the pandemic, coming through what were expected to be tough times with superior performance among fixed-income investments and positioned to be a leader in the bond space amid rising interest rates and inflation in the future. Also on the show, Randy Anderson of the Griffin Capital Institutional Access Real Estate fund discusses the changing opportunities in real estate investing now, Brad Lamensdorf of the Lamensdorf Market Timing Report and the Ranger Equity Bear ETF talks technical analysis and why he dislikes financials and energy stocks right now, and Barry James of the James Advantage Funds talks about stocks -- and why he actually favors financial companies -- in the Market Call.

Veteran technical analyst Gene Peroni of Peroni Portfolio Advisors is very bullish on the market, expecting it to move substantially higher -- ultimately eclipsing Dow 40,000 before the current market cycle ends -- driven by broad-based market leadership. Also on the show, Larry Antonatos of Brookfield Asset Management discusses real assets and infrastructure investments and the benefits of making them in closed-end funds, Howard Lindzon, founder of StockTwits talks about the unbundling of investments and how that is benefitting individual investors, and bear-fund manager Brad Lamensdorf of the Lamensdorf Market-Timing Report talks stocks in the Market Call.

Chris Vermeulen, chief market strategist at The Technical traders, says that enthusiasm over the market's run back to record highs has overheated, making it likely that there is a pullback of 5 to 10 percent, after which he expects the rally to resume and for stocks to grind back to record highs and beyond. Meanwhile, Marc Lichtenfeld, chief income strategist at The Oxford Club, says that dividend investors who want to give companies a break when they freeze, suspend or reduce payouts during these turbulent times might want to stick to their standards and not give too much of a pass just because the economy and market are experiencing tough times. Some leeway is warranted, Lichtenfeld notes, but dividend cuts remain a bad sign for income-oriented investors. Also on the show, securities attorney Thomas DeCapo of Skadden Arps discusses whether recent SEC rules changes will reduce activism in closed-end funds, and long-short manager Brad Lamensdorf of the Lamensdorf Market Timing report talks stocks in the Market Call.

Brad Lamensdorf of the Lamensdorf Market Timing Report and the Ranger Equity Bear fund (HDGE) says that the market's expectations are swinging between extremes -- from a high-greed environment to a high-fear market and back again -- and that investors should pay more attention to technical signals because there are so many unknowns happening to fundamentals for the foreseeable future. Lamensdorf believes in buying fear and selling greed and expects opportunities for both during volatile market swings ahead. Also on the show, Brian Kersmanc of GQG Partners notes that investors 'can't predict when it's going to rain, but can build arks,' and suggests getting defensive, diversifying across asset classes and countries and going 'where the data points lead you.' Plus Mark Hamrick of Bankrate.com discusses how Americans feel their personal financial standing is after three years of the Trump Administration, and David Brady of Brady Investment Counsel talks growth investing in the Market Call.

The extreme bullish market action of the last month has left an increasing number of investors feeling a disconnect between a worsening macro-economic picture and lofty equity prices. Using inverse or leveredged ETFs to short the market for more than very short periods of time presents a major potential risk in the form of compounding via daily resets. The AdvisorShares Ranger Equity Bear ETF (HDGE) holds an actual portfolio of actively managed short positions meaning bears don't need to worry about compounding losses over longer-term holding periods. Two of the funds managers, Brad Lamensdorf and David Tice, join Let's Talk ETFs to discuss their outlook for markets and delve into their investing process, including specific names they're particularly bearish on. Show Notes 3:00 - How do you explain the extremely bullish market action of the last month, since the March 23 low? 5:15 - Once COVID-19 is resolved, will the economy and market snap back? 8:30 - Who's debt buying right now? 12:30 - What do you say to the "don't fight the fed" argument? 14:15 - Dynamics of inverse ETFs and how they differ in fundamental ways from HDGE? 19:15 - Having to disclose your positions daily, is "front-running" a serious concern with HDGE? 25:00 - Process for selecting or excluding short candidates (ZM) (CACC) 31:15 - Why do you not have more currently allocated to energy sector shorts? 33:30 - Why are you short so many financials at present? 38:00 - How do you determine position sizes? 39:30 - Names you're currently particularly bearish on: (CIT), (CACC), (SYF), (ABS), (W), (SC)  45:45 - Predictions for the closing price on the S&P 500 on December, 31, 2020

My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Brad Lamensdorf, editor of the Lamensdorf Market Timing Report and manager of the Ranger Equity Bear ETF, said that market sentiment is completely reversed from a year ago and has risen to dangerous levels where investors are likely to be disappointed in the new year. He expects at least 'extreme volatility' for 2020, likely paired with a 'cleansing pullback' that he said was necessary before the market could move up from its current record levels. Also on the show, Brian Graff of the American Retirement Association discusses the SECURE ACT that goes into law on New Year's Day, the gang from HighTower Advisors revisits questions to ask planners and counselors at the start of the year, and Chuck talks about goal setting for the new year and the next decade.

Brad Lamensdorf of the Lamensdorf Market Timing Report said he expects to see some pain in the summer and fall as we did near the end of last year. He noted that the markets are up double-digits after one quarter, but that no one should expect that kind of quarterly performance to be repeated without big downdrafts to even things out. Also on the show, Chuck talks his recent foray to a free-dinner seminar, Jill Gonzalez of WalletHub.cmo looks at the new Apple credit card, and John Cole Scott of Closed-End Fund Advisors has the Market Call.

This episode's featured guest is Brad Lamensdorf. Lamensdorf is a frequent guest commentator and analyst on major business networks including CNBC, CNN, and Fox Business News. Jon speaks with Brad about millennials and the future of our economy. For more great content, visit our Youtube channel: http://bit.ly/fundloansyoutube You can also follow us on Instagram @FundLoans FundLoans NMLS ID:1202262 If you are in the mortgage industry and are interested in learning more about FundLoans' Jumbo and Super Jumbo Non-QM Mortgage Products, contact us at Info@FundLoans.com or call 866-234-6981. Web: www.FundLoans.com

- Brad Lamensdorf, CIO of "The Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

George Noory and investment advisor Brad Lamensdorf discuss whether the current bull market can last, or if there will be a stock market crash soon that could wreck the U.S. economy. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers

- Brad Lamensdorf, Portfolio Manager for Ranger Alternative Management - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of "The Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of the "Lamensdorf Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of the "Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of the "Lamensdorf Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of the Lamensdorf Market Timing Report - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of The Lamensdorf Market Timing Report - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, CIO of the "Lamensdorf Market Timing Report" - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, Portfolio Manager at Ranger Alternative Management - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, Portfolio Manager for Ranger Alternative Management - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, Portfolio for Ranger Alternative Management - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf, Co-Fund Manager of the Ranger Equity Bear ETF - Please call 1-800-388-9700 for a free review of your financial portfolio

- Brad Lamensdorf of Ranger Alternative Management - Please call 1-800-388-9700 for a free review of your financial portfolio