Podcasts about cfra research

Sam Stovall, chief investment strategist at CFRA Research, says 2025 will finish up a positive year, but it will likely be a year of single-digit gains that will be a struggle to achieve because the market is starting the year with stretched valuations and other headwinds. While he doesn't see a recession in the offing, Stovall sees other conditions making the market sluggish, ranging from the presidential cycle to the regular run of a bull market and more. Todd Rosenbluth, head of research at VettaFi, reviews the big stories in the exchange-traded fund business from 2024 and how some of those issues will keep playing out for ETFs and investors in the new year. Plus, in the Market Call, Jeff Auxier of the Auxier Focus Fund discusses business-centric, long-term investing.

Whether it is making resolutions, setting goals or establishing targets, Chuck has tried every kind of plan for financial self-improvement over his decades as a personal finance journalist, and today he talks about the importance of having a system that helps you focus on making progress and how to set yourself up to end 2025 better off than you are now. Also on the show, author Steven Foerster discusses his latest book, "Trailblazers, Heroes & Crooks: Stories to Make You a Smarter Investor," and Aniket Ullal, head of ETF data and analytics at CFRA Research talks exchange-traded funds in the Market Call. 

Explore the fascinating interplay between Federal Reserve policies and market trends with our guest, Sam Stovall, Chief Investment Strategist at CFRA Research. Ever wondered how election years shape market behavior? We unravel historical patterns that suggest why 2023's equity markets showed resilience and what might be on the horizon for 2024, including the potential for higher volatility and strategic investment opportunities. Stovall shares insights into how past election years have paved the way for market strength, offering a valuable context for today's investors.Join us as we assess the state of the current bull market, highlighting the performance disparities between small-cap and large-cap stocks. Curious about what keeps small-caps from reaching new highs? We delve into the factors at play, from investor preference for tech giants to the looming shadow of interest rate hikes by the Fed. We also turn our attention to the shifting yield narratives and their implications on the global stage, particularly in light of China's economic maneuvers and the commodity market's response.In our conversation on sector rotation and long-term investment strategies, we explore the nuanced relationships between gold prices, fiscal policies, and investor sentiment. Learn why the healthcare sector could be a hidden gem for growth, driven by demographic shifts and technological advancements. We also tackle the big questions around global equity performance and the potential rotations within the market, all while stressing the importance of diversification and historical awareness in navigating uncertain times. Don't miss out on these insights that could shape your investment strategy for the future.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. And he joined me for an enlightening and actionable discussion on current market conditions and attractive investment opportunities for this MoneyShow MoneyMasters Podcast segment.We start by discussing the three primary forces that drove markets higher in Q3...and that will continue to influence them in Q4. They include Chinese economic stimulus, fading inflation pressures, and a Federal Reserve that has already cut interest rates once and will continue to cut over the next several months. He next discusses the 2024 presidential election, including what recent market performance says about the two candidates' chances to win in November – and how stocks typically perform in the first year of a new presidential administration. Our conversation then pivots to which sectors should show the strongest earnings growth in the coming 12 months...when (and when not) to consider rotating out of leaders and in to laggards...as well as what top stocks in sectors like healthcare, industrials, and utilities look particularly attractive based on CFRA's methodology.We start wrapping up by talking about what Sam expects the dollar, gold, and global stocks to do in the next few quarters, and what opportunities that will present to investors. Finally, he previews what he plans to discuss at the 2024 MoneyShow MoneyMasters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall, Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is sponsored by KraneShares and Public. . Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028. . Visit: https://kraneshares.com/ to learn more about their innovative investment solutions tailored to three key pillars: China, Climate, and Uncorrelated Assets. Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule   Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated here: public.com/disclosures/fixed-income-disclosure and here: public.com/disclosures/apex-fractional-bond-disclosure. See public.com/disclosures/bond-account to learn more. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Stovall, chief market strategist for CFRA Research, says the market needs to "digest its gains," which he expects to turn into a "low teens selloff," but that will be a bull  market correction and not a catastrophic event like the 2008 financial crisis. Stovall expects the Federal Reserve to  make cuts starting in September, but he notes that the central bank is going to wait until it absolutely must make a move rather than making any change simply because the market is anticipating one, and he notes that could portend trouble because the Fed has historically waited too long before acting. Also on the show -- and agreeing with the idea that the market is strong but due for a selloff is Jeffrey Bierman, chief market technician at TheoTrade.com, and the founder of TheQuantGuy.com. He says the market is driven by "the 4 N's," which involve a market that is numb to all news, neutralized against all volatility, that has normalized inflation and momentum trading and that has "negated all valuation." That has set up a market that can keep going despite an economy that is slowing. Plus, Chip Lupo discusses WalletHub's 2024 Credit Card Debt Survey, which showed that credit-card balances are on the rise and that nearly half of Americans are still paying down the credit card bills they ran up last summer, which does not bode well for how things will look for their credit when Labor Day rolls around.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chips Hub.”Wetteny Joseph, Chief Financial Officer at Zoetis, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Featuring: Arun Sundaram, Vice President and Senior Equity Analyst at CFRA Research, on Amazon's earnings report. Ava Benny-Morrison, Bloomberg News Legal Reporter, on former Binance founder Changpeng Zhao's four month prison sentence. Bill Adams, Chief Economist at Comerica Bank, with a preview of Wednesday's FOMC meeting.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, talks about S&P Global US Composite PMI data. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024Featuring: Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Sam Stovall, chief market strategist for CFRA Research, says that he expects the stock market to surprise investors in 2024 "the way it did in 2023," producing the kind of double-digit gains that are typical of the second year of a bull market. Once the market gets into the third year of the current bull run -- in 2025, after the presidential election -- he expects a turn because "that's when bull markets tend to die an early death." Stovall notes that while he thinks the market could take a pause or minor correction before resuming its climb, he expects leadership to change from large caps -- which he says are trading at a 30 percent premium to the Standard & Poor's 500 average price/earnings ratio over the last 20 years -- to small and mid-cap stocks, which have been trading at a steep discount. Todd Rosenbluth, head of research at VettaFi, picks a specialized sector play -- the VictoryShares WestEnd U.S. Sector fund -- as his ETF of the Week, and Cullen Roche, chief investment officer at the Discipline Funds, talks exchange-traded funds in the Market Call.

This week, we're expecting the JOLTS and nonfarm payrolls reports. With inflation still holding above the Fed's target and some weakness in the latest durable goods and retail sales reports, February's nonfarm payrolls report will carry some extra weight. Charles Schwab's chief investment strategist, Liz Ann Sonders and their chief fixed income strategist, Kathy Jones, join us for a discussion about how the market is anticipating these reports, especially the jobs report– which will be the week's marquee data point. We'll also be looking to see what these reports tell us about the state of the consumer. Then, ahead of Target and Costco's earnings results, WSJ reporter Sarah Nassauer joins to talk about how those reports may show us how shoppers are balancing wants and needs. And with Super Tuesday fast approaching we'll hear from Sam Stovall, chief investment strategist at CFRA Research, about how this election can move the markets and what the likely presidential rematch between Donald Trump and Joe Biden means for investors.  Further Reading Hotter-Than-Expected Inflation Clouds Rate-Cut Outlook  Nasdaq Approaches Its Record High  U.S. Shoppers Cut Back in January  For more coverage of the markets and your investments, head to WSJ.com. 

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, discuss positive Meta and Amazon results. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses U.S tech earnings this week. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the January jobs report and employment trends. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets. Joanne Hsu, University of Michigan Surveys of Consumers Director, on discusses consumer sentiment data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

We are just one day away from Thanksgiving and the turkey dinners, Black Friday deals, and holiday travel it brings. OPIS' Denton Cinquegrana, American Farm Bureau Federation's Veronica Nigh, and Storch Advisors' Gerald Storch lay out the most impacted industries. Plus, Nvidia shares are lower despite reporting a third straight blowout quarter. CFRA Research's Angelo Zino explains. And, stocks have been riding high in recent weeks despite yesterday's downward blip. AlTi Tiedemann Global's Nancy Curtin and Pivotal Advisors' Tiffany McGhee discuss.

Sam Stovall, Chief Investment Strategist at CFRA Research, dives into the latest market insights, sharing his expert analysis on critical factors impacting the market, from the historical significance of the presidential cycle to the potential effects of geopolitical tensions and interest rate fluctuations. Gain valuable perspectives on recession risks, earnings outlook, and sector performance as Stovall navigates through the current economic landscape. Discover actionable insights and a thoughtful examination of the market's potential trajectory in this episode for investors seeking a comprehensive understanding of the financial landscape in 2023. The bottom line? Stovall thought buying made sense at the end of October...and the rallies since then have proven him right. Plus, he still thinks the outlook is positive heading into 2024. Your next chance to catch Sam in person is the Investment Masters Symposium Sarasota, scheduled for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Learn more about the conference and register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

Angelo Zino, Senior Equity Analyst at CFRA Research, breaks down Apple sales declining for a fourth straight quarter, marking the longest slowdown since 2001, as the company struggles with sluggish demand and a shaky smartphone market in China. Bloomberg News International Economics & Policy Correspondent Michael McKee has a recap of Wednesday's Fed decision and looks at the state of the US economy. Ron Goetzel, Senior Scientist in the Department of Health, Behavior and Society at the Johns Hopkins Bloomberg School of Public Health, shares his thoughts on workplace mental health issues. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Real Estate Reporters Patrick Clark and Prashant Gopal share the details of the Businessweek Magazine cover story US Housing Market Becomes Impossible Mess With No End in Sight. And we Drive to the Close with Lance Cannon, Portfolio Manager at Hood River Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.      FULL TRANSCRIPT:     This is Bloomberg Business Week with Carol Messer and Tim Stenebek on Bloomberg Radio. Well, our audience knows our next guest very well. He's been joining our program for years. I know you. We were talking about it as we were getting ready. I went deep into the terminal. Carol like, just search on my name and put in Nate's name, and you'll say, and Carol, just you know, she leans over me and starts typing into the terminal. She's like, I search on my name all the time. No, she didn't really do that. I did find though. He was on with you and Mike McKee. Mike McKee, Okay, the show was called taking Stock Back in twenty fourteen. That was the year they actually launched Roan. That was the first year. That was the first So he's been here since the beginning. Nateateek, it's of course, co founder and CEO of Roan joining us now. Welcome, Welcome, welcome back. Thank you so much. I feel I feel as close to being at home on air here than anywhere else. Well, likewise, we feel like you're part of the family, and we're so glad to have you back. It's been I feel like a big year for you guys, really big year. I've been big month in particular, a lot of a lot of exciting thing's happening. Can we talk though, about the billionaire Blackstone executive David Blitzer, former hedge fund manager Gabe Plokin, ex football stars Tim Tebow, Steve Young. They did a deal and they're now involved in the company. Yeah, it's so the quick story is a year ago, right, July twenty so we just announced it, but this happened July of last year, and effectively what happened is we put a group together in an SPV with really exciting names, a bunch of kurrent and retired athletes as well as just incredible people like Blitzer and Gabe, and we bought out the private equity interest in our business so that we can really think about the business in a more long term way. What was it that the private equity firm wanted to do that you weren't ready to do? It? Really wasn't. They weren't pushing us to do anything. But the nature of private equity is a five to seven year whole time, and we were in we were coming into year five and they're great partners. In fact, that we're talking about el Ca Caterton, the managing partner of their growth fund, is still on our board. Even though they sold their interest. That was part of something that I really wanted as part of the deal and they you know, I just was kind of forecasting the future macroeconomically, time of uncertainty if they wanted us to sell the business and it wasn't right for us. So and more than anything, I kind of fell back in love with the brand and the company, and I thought I kind of want to do this maybe for thirty forty years, not five years. Why had you fallen maybe out of love a little bit. Well, the pandemic was a really stressful time, you know, not just your statement. Yeah, yeah, it was a stressful time for every business, every person, but certainly I think for me as a leader of a company, it felt like there was a new crisis every single week and we had some growing up to do. You know. The business still grew tremendously during that time. In fact, it was great for businesses like ours, but it really wrung me out, and I think I was at a point where, you know, just we talk a lot about mental health in our company, I was at a breaking point, and I like, I either need to sell this company or something needs to change. And for me, the thing that needed to change is I needed to feel almost more invested in it and I need to make some changes. I've heard of quote I just want to where you said, I think after this and kind of getting back control, nothing has changed and everything has changed, Yeah, which kind of says so much. Yeah, it's really exactly how I feel. Even though conceptually, you know, el Caderton was a minority shareholder in the business, so in theory their ownership change to a new group didn't change anything, but the way I feel has changed completely. Do you feel more in control? Absolutely? Yeah. And I have a controlling stake in the company. Yes. So you know, we call it because my brother is involved. I've got a brother in law, so we've got family control of the business and the goal is to have a long term hold here. Dad's involved. Well, that was one of the most exciting parts about this. I called him. You know, my parents have spent three years in London doing service and came back and I said, hey, I have this crazy idea. What do you think about this? And you know, he's an incredibly experienced executive and he said, I love it. What can I do to help? So we added him to the board and it's been a dream. I've told people, Look, there are people who are going to say, oh, you know, you're working with your dad and I all I do is I forecast twenty years in the future, and I think if I could, if I didn't take this opportunity, I would regret it for the rest of my life. And I get a chance to I get a chance to work with him and you know, and have that family relationship. It's incredibly unique and special. Yeah, no doubt about it. Right. We only get to do this once. Yeah, right, got to figure out how you want to do it. Well, not investors though, in the sports world yep. So how are you then, maybe thinking about you know, we talk often about branding and partnerships and especially with athletes. How are you guys thinking about that as part of the strategy, the growth strategy going forward? Well, it's interesting our brand launched as an active brand, so we were carried in Equinox and Peloton and Soul Cycle and Barry's boot Camp in places like that, and then we added in our commuter lane. I'm wearing a full commuter shirt and a commuter you know, commuter the computer and it's been an incredible part of our business. But active is at our roots. That's how we still see ourselves as a performance brand. So the sports partnerships, the athlete partnerships, is something that we're planning to lean into more as part of this. We have seven professional sports team owners on the cap table. We have the NFL, NBA, Major League Baseball, Major League Soccer, English Premier League all represented across the ownership group, and that's that's a great opportunity for us and a great revenue mover. Eventually, could you see yourself doing lines around an athlete. I certainly think there would be collections and collaborations in the future. Yeah. What's the bricks and mortar strategy right now? So we've opened eleven stores in the last twelve months, so we have we have fifteen source total. Now I thought, yeah, it's it is certainly not for us in our stores are all profitable. The payback period has been incredibly quick on these stores and what they do for us in a market. We can measure the e comm impact and the awareness impact when we open a new store, So I think it's getting more competitive though. Every brand is trying to open retail, So there, you know, there was kind of a window of opportunity. I think that window is starting to close. Also, you know what's happening macroeconomically, that may shift over time. But online digital acquisition costs have been growing at such an increasing rate everybody's playing in that space that it became really expensive to acquire companies online. Now you now you can acquire companies or customers the old fashioned way through retail and make money as you're acquiring them. How do you how do you track that the eCOM left? Yeah, how do your yeah? Exactly? How do you know that what's happening in the store outside of a store will lead to a sale online? So we have a baseline of data in every single market that be tracked by a zip code. Right and after you open a store, there's a thirty day measurement, a three month measurement, a six month measurement, and a year long measurement. And you try and see did the baseline of e comm rise since the store opening? Is it complete direct correlation? Hard to know because the brand's also growing, But if you if you then minus overall brand growth did the market grow at an above rate of the standard growth rate? And that's kind of how we think about measuring it. I am always curious about like a product line or a brand because I think sometimes you can grow too fast in terms of the stuff you offer that it just gets overwhelming. So how do you think about how you kind of, you know, cultivate that or curate that so that you don't kind of overwhelm the consumer. It's tricky because the customer has given us such opportunity to do so many things, as we've introduced commuter and we have we have to guard ourselves a little bit against it. But right now we say we really can outfit about eighty percent of a guy's closet. And not a single day passed in the pandemic where I didn't get a text from somebody saying I've realized all I've worn for the last six months is Roan. I walked in today and our friend Jason Kelly's like, I didn't know you were coming, and I'm top to bottom, so it's kind of top to bottom. Yeah, So we're really lucky that we've got diehard customers and they really wear the brand in multiple settings we've got to take a commercial break, but we know that finally you're doing something for the better half. Yes, absolutely, the better half. So we want to talk about that and your offerings and just kind of where growth goes from here, because it sounds like going public. Should we wait to talk about that. Let's talk post commercial break about that. We are here with Nate Check. It's Ron co founder and CEO with us in our Bloomberg Interactive Broker studio. I'm only going to ask this because we are focused on the labor market right now with all the data points coming, are you getting all the workers you want? Yeah? I mean we've been lucky. We've always paid above market for retail in particular, that was the toughest piece, you know, as we've scaled the But it's so critical to have good people in your stores. It makes all the difference. If a store is not performing well and you put the right person in, it will just completely transform how the store performs. So we've been fortunate that we've been able to attract really good talent. Speaking of those stores, they're going to start selling women's stuff finally, even every interview at the end either, Yeah, So when's it happening. So this coming May, we will be launching women's and it's incredibly exciting. It's been a long time in the works. You know, we've started. We started as a men's brand. We did a women's capsule in twenty nineteen and it went so well, it sold out. But you go into twenty twenty and do you want to take the inventory risk and continue to lean into it. But we brought an incredible chief product officer who is really the most talented fabric person I've ever worked with, and she has put together an incredible initial collection. It's been received so well as we've taken it to market and introduced it to wear testers. And part of the big story of Roan is that we added three very talented female executives over the last three years and they've been a big part of our success. And seventy percent of our team is female. So we wanted to build a collection that they were proud and excited to wear, and I basically just tried to get out of the way intentional hiring women. I would say we hired the absolute best people for the position, and they happened to be women. I think we have always believed in building a diverse and strong team, and we needed that at every level. We've just added a female board director named Tess Roaring, who's incredibly talented. But we always try and hire the best person for the job, and the best for the job for these jobs were the women that we hired. I talked to us about financials. You guys have said publicly, are you going to do a commuter suit for women? I can't reveal new collections on how they're waiting numbers. I know you're going to be bluebarg as we should be, but I'm just okay. So one hundred million dollar annual run rate profitable last three years, yep. What else can you tell us? Well, the company's growing twice as fast since we did this transaction than we did, you know, than we were growing before. And better environment or what I would say. It's actually probably a harder environment. Most of the brands in our space are flat down quite significantly. This year. We've opened eleven stores, as I mentioned, in the last twelve months. There's been strong growth in a couple of our categories. We have some product lines that are growing at north of three hundred percent this year. So we feel really good about where the business is today, and we you know, we have a lot of conviction that we can continue to grow in scale. It's not not easy, but we're excited. All right. We got a little bit of a lightning round. I don't think this has ever happened before the first time. Okay, you don't have to answer in a lightning way, because some of these are longer answers. Okay, work life balance, we talk a lot about work life balance. You share so much of your life on Instagram. I followed you for years. You have family, kids. Is work life balance and illusion? Yes it is. I mean, I don't even like the word balance. I think it's a I think it's the wrong term. And I think I've grown as I've thought more about this. I really love I can't remember where I heard this. I love the word harmony because in theory, when you're doing it right, your work should help you at home and your home should help you at work. And you know that the balance makes it feel like there should be a bucket of each and you need to make them equal or a certain proportion, and harmony shows you how they can really influence each other. And for me, becoming a better leader in the workplace. Being more thoughtful and sensitive, how I approach conversations, how we think about long term planning has for sure made me a better parent and I hope a better partner. Do where to go? Okay, this is back to kind of hardcore business. What prompts men to buy activewear these days? Has anything changed? What gets their own target demo to pull out the plastic and buy? Yeah? What's really exciting is I think that the shift during COVID, where I think in particular, we saw a shift for men to start taking better care of themselves, to allow themselves to take better care of themselves. That I think has continued and I hope never goes back. It's really important. And so you know, there's a lot of different modalities. It could be yoga, it could be running, it could be cycling. But most of our customers do a balance of all of those. You talked about the athletic side of the business. Is that still the big chunk of the business. It's pretty equal at this point in our commuter lines. Yeah, there are a lot of customers who only know us for our commuter line. Wow, what's more profitable? I would say our commuter line is more profitable. It's a higher price point. Okay, Okay, So when you told us earlier that covid was really challenging, Yeah, was that as challenging as the first couple of years of just getting the brand off the ground and like knocking on doors and getting Peloton and Equinox and barriers to carry this stuff. It was more challenging for me, it was. There's no question it was more challenging. In the beginning. You're so excited and you've got nothing to lose, right, So you're kind of trying to build this business from scratch, and if you lose it, you know, no harm, no FAULI it, it doesn't it's not worth anything at that point. But then as it grows, there's more pressure. There's more people, you know, and I care so deeply about how our team feels about work and and so the pandemic was hard again on so many people and so many families. I just felt that weight all the time, and I didn't know how to relieve it. So for me, it was harder. Last question, right, Yeah, if everything goes according to plan, Ron will fill in the blank. Ron will have a massive impact on the mental health in this country. Wow. We have we do have one minute left. Oh huh yeah. Mental health okay, personally yeah, how did you get past that hump that you faced during the pandemic. Well, I think a big part of it for me was building a toolkit and understanding how to deal with those challenges because these things tend to catch us unaware, you know, anxiety, depression. You can't fully prepare for them, but you can build a toolkit to know how to address it when you feel that way. And there's a number of things that I do, but motion exercise. I got really into contrast therapy, cold plunging saunas, and social connection, intentionally seeking out. It's hard to build friends, you know, as you age, but getting yourself uncomfortable makes a big difference. Well, you've definitely made a big difference. You can tell in what you're doing in the last year, and you can tell how much you're enjoying it. So looking forward to the next ten years, oh at least twenty years, thirty years, be welcome back soon, Thank you always welcome of course. Nate check It's co founder and CEO of Ron joining us in studio. If you missed any of that conversation, be sure to check out our podcast feed and we'll be sure to highlight it to in our weekend So you are listening and watching Woodberg RadioSee 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Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to discuss the latest tech earnings and his recommendations for stocks. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss regional bank stocks recent negativity and weariness in the months ahead as the Fed signals higher for longer. Bryan Whalen, co-CIO and Generalist Portfolio Manager from TCW, joins to discuss the latest bond market turmoil and what it means for a recession outlook. Mike Sievert, T-Mobile CEO, joins to discuss company earnings. Jack Devine, founding partner at the Arkin Group, joins to discuss the latest on the Israel-Hamas war. Kate Kaminski, COO of Walton Global, joins the latest to discuss housing, mortgage rates, and commercial real estate. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Chris Kuiper is Director of Research for Fidelity Digital Assets. In this episode we discuss: Fidelity's history and early Bitcoin mining How you can invest in Bitcoin in traditional brokerage accounts Why Bitcoin should be evaluated differently from other digital assets Will Bitcoin coexist with other digital assets and fiat? Bitcoin as a superior form of money Spot Bitcoin ETF applications Is it too late to start buying Bitcoin? -- Chris previously served as VP of equity research at CFRA Research, one of the largest independent global investment research providers. He led the expansion of CFRA's research capabilities to include digital assets -- and the creation of CFRA's research methodology. Chris holds an MA in Economics from George Mason University and a BA in Business Administration from Dordt University. -- Follow Chris on X: https://x.com/ChrisJKuiper -- Fidelity Digital Assets Report: Bitcoin First Revisited https://www.fidelitydigitalassets.com/research-and-insights/bitcoin-first-revisited -- -- Partners: BITCOIN 2024 by Bitcoin Magazine is July 25-27 in Nashville! Get your early bird pass at a steep discount at https://b.tc/conference. Use code HODL for 10% off. -- -- Fold is the best Bitcoin rewards debit card and shopping app in the world. Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie and you can get up to 10,000 satoshis when you sign up. -- I'm proud to partner with Coinkite your go-to tech company for top-notch Bitcoin custody solutions. The ColdCard wallet offers a safe haven for your Bitcoin, securely storing your digital assets offline. Check out Coinkite's offerings, and take the step toward accessible Bitcoin management. Get 5% off using my link https://store.coinkite.com/promo/COINSTORIES -- CrowdHealth offers the Bitcoin alternative to health insurance. When you have a health need, CrowdHealth negotiates down the cost of your medical bill and then crowdfunds the balance from the community. The rest of the money you would have spent on insurance and healthcare costs? Yours to keep! https://www.joincrowdhealth.com/natalie to sign up. -- The Orange Pill App is building the social layer for Bitcoin and creating opportunities for in-person connections and building community. Connect with HODLers and Bitcoin events based on your location. Download The Orange Pill App and more at http://signup.theorangepillapp.com/opa/natbrunell. -- If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. Their animals are raised on family-owned farms and are antibiotic-free, hormone-free, slow-growth, and carbon negative. For $20 off Campo Grande boxes use code HODL: https://eatcampogrande.com/HODL -- HODL Bitcoin for your retirement through an iTrust Capital IRA: itrust.capital/nataliebrunell -- OTHER RESOURCES  Natalie's website https://talkingbitcoin.com/ Fidelity Digital Assets https://www.fidelitydigitalassets.com/ -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories -- FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell -- Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ -- DISCLAIMER This show is for entertainment purposes only and does not give financial advice. #bitcoin #cryptocurrency #money

The S&P 500 index has had a rough few weeks ... what's in store for it. Sam Stovall from CFRA Research joins me. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to ⁠⁠⁠⁠⁠⁠⁠www.justwealth.com

The clock is ticking towards the United Auto Workers' noon deadline today for "serious progress" from Ford, General Motors, and Stellantis. American Enterprise Institute's James Pethokoukis explains what's at stake. Plus, surging yields are sending stocks to their lowest levels in months. Principal Asset Management's Seema Shah discusses. And, what's ahead for the final trading day of the week? CFRA Research's Sam Stovall weighs in.

With Sam Stovall, Chief Investment Strategist at CFRA Research

Sam Stovall is Chief Investment Strategist at CFRA Research. In this interview, the author of The Seven Rules of Wall Street and expert on market momentum, valuation, and sector analysis explains why investors likely face a slippery slope in the markets this September. He discusses the reasons behind the seasonal weakness, while also explaining why investors are better served by rotating their holdings rather than retreating from markets entirely. Plus, he reiterates his call for a strong year overall, in part because S&P 500 earnings trends should improve in Q3, Q4, and beyond.Furthermore, Sam covers why the Federal Reserve is likely done hiking interest rates, why the latest employment and inflation trends are so encouraging, and how the presidential election cycle should benefit stocks. Finally, he gives a sneak peek at what he'll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit OrlandoMoneyShow.com for more info.

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down Deere earnings and gives us an update on US Steel. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to talk about the tech space, specifically as it comes to tech companies and smaller dividends they hand out. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin's slide and oil's rise. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Charles Gillespie, CEO at Gambling.com Group (NASDAQ: GAMB), joins to discuss his company's earnings and the Penn Entertainment-ESPN deal and what it means for the sports gambling industry. Matt talks about the latest car he's driving this week. Kyle Stock, Senior Correspondent with Bloomberg Businessweek, joins for analysis. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

With Stewart Glickman, Head of the Energy Sector Team at CFRA Research

With Sam Stovall, Chief Investment Strategist at CFRA  Research

Steven Skancke, Chief Economic Advisor at Keel Point and Bloomberg News Economics Reporter Steve Matthews share their thoughts on the Fed policy and Wednesday's rate decision. Angelo Zino, Senior Equity Analyst at CFRA Research and Bloomberg Intelligence Senior Technology Analyst Anurag Rana break down Microsoft earnings. Dr. Angela Fitch, Chief Medical Officer at Knownwell, explains why Ozempic won't solve the nation's obesity crisis. And we Drive to the Close with Michael Sheldon, Chief Investment Officer at Hightower RDM Financial Group.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

With Sam Stovall, Chief Investment Strategist at CFRA Research

With Sam Stovall, Chief Investment Strategist at CFRA Research

Bloomberg Intelligence Senior Airlines Analyst George Ferguson discusses American Airlines first-quarter profit missing market expectations and what that means for the airline industry in general. Cathy Seifert, Industry Analyst at CFRA Research, explains why Warren Buffett thinks more US banks are likely to fail. Grace Zuncic, Chief People & Impact Officer at Cotopaxi, talks about the outdoor “gear for good” company. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Wealth Reporter Ben Steverman share the details of Ben's Businessweek story IRS ‘Army' Veterans Reveal Tax System Broken Beyond $80 Billion. And We Drive to the Close with Brenda O'Connor Juanas, Financial Advisor at UBS Global Wealth Management.Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

With Sam Stovall, Chief Investment Strategist at CFRA Research

Bloomberg Intelligence Senior Analyst Poonam Goyal and Zachary Warring, Analyst at CFRA Research, break down Lululemon earnings and outlook. Worldreader CEO David Risher talks about becoming the new CEO of Lyft. Bryan Fairbanks, CEO of Trex, discusses the business of sustainable decking. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Doug Krizner and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

With Alexander Yokum, Equity Research Analyst at CFRA Research

The US Federal Reserve faces a tricky balancing act, as it tries to navigate high inflation and instability in the banking sector. Alexander Yokum, of CFRA Research, says the collapse of Silicon Valley Bank and Signature Bank could affect the Fed's next interest rate decision, despite a 6% jump in consumer prices. Also in the show - Facebook's parent company Meta confirms a further 10,000 job cuts, and a California court rules that gig economy workers should not be considered employees. 

Silicon Valley Bank, the 16th largest bank in the US, collapsed on Friday and its assets were transferred to the FDIC. Market fears for contagion are of concern, since 95% of SVB's deposits exceeded the $250,000 limit. Will a large bank acquire the remains of SVB to keep all depositors whole ? And what about the ripple effects on the tech economy which is already contracting ? --- Send in a voice message: https://anchor.fm/james-herlihy/message

With Sam Stovall, Chief Investment Strategist at CFRA Research

With Sam Stovall, Chief Investment Strategist at CFRA Research

With Ken Leon, Director of Equity Research at CFRA Research

Sam Stovall, chief market strategist for CFRA Research says that investors in 2023 will find out "the difference between an all-weather radial tire and a 30-percent total return," with one being "a Goodyear and the other a great year." Dad jokes aside, his look ahead for the New Year includes the idea that 2023 will not be a repeat of 2022, and while there will still be significant volatility, he otherwise thinks that the market's leadership will turn over, with lagging sectors coming to the fore and the few hot places of the market receding. Moreover, he expects solid returns from the stock and bond market, though he thinks it may take until the second half of the year for those gains to materialize. Also on the show, Ed Carson of Investor's Business Daily discusses the rebound in investor optimism -- it was a big move, though the IBD/TIPP Economic Optimism Index remains in pessimistic territory -- and Louis Navellier of Navellier and Associates talks growths tocks in the Market Call.

With Sam Stovall, Chief Investment Strategist at CFRA Research

With Sam Stovall, Chief Investment Strategist at CFRA Research

"General Motors (GM) revenue growth is estimates 20% in 2022 and 3.7% in 2023. I predict the adjusted EPS of $6.70 in 2022 and $6.50 in 2023. CFRA Research has a hold rating on the GM stock based on likely pressure on volumes and margins in the near term. The planned shift to all electric-vehicle fleet seems risky as General Motors has struggles to find success with EVs," says Garrett Nelson. "General Motors has an excellent earnings report potential due to the healthy North American unit. Operating in demand-pull model means only producing to meet demand and always at least break even," adds David Whiston.

With Angelo Zino, Vice President & Senior Industry Analyst at CFRA Research

Bloomberg News Technology Reporter Mark Gurman discusses Intel cutting thousands of jobs due to a slump in PC sales. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Kurt Wagner provide the details of Kurt's Businessweek Magazine cover story Twitter Faces Only Bad Outcomes If $44 Billion Musk Deal Closes. Colin Scarola, Equity Analyst at CFRA Research, previews Delta earnings. Gerald Pascarelli, SVP of Equity Research at Wedbush Securities, breaks down Pepsico earnings and outlook. And we Drive to the Close with Victoria Greene, CIO at G-Squared Private Wealth. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

With Sam Stovall, Chief Investment Strategist at CFRA Research

With Garrett Nelson, Senior Equity Research Analyst at CFRA Research

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between medical devices / healthcare ETFs from Blackrock's iShares (IHI) and State Street Global's SPDR (XHE). Program judges Todd Rosenbluth with CFRA Research and Eric Balchunas at Bloomberg judge the ETF match-up, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

n this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between high dividend income ETFs from Amplify ETFs (DIVO), J.P. Morgan Asset Management (JEPI) and Nationwide (NUSI). Program judges Todd Rosenbluth with CFRA Research and Eric Balchunas at Bloomberg judge the ETF match-up, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles you'll watch an audience requested triple header contest between the Avantis U.S. Small Cap Value ETF (AVUV), Vanguard Small Cap Value Index ETF (VBR) and SPDR S&P 600 Small Cap Value ETF (SLYV). Which small cap value ETF wins?Ron DeLegge @ETFguide referees this small cap equity ETF battle with guest judges Todd Rosenbluth, Director of Mutual Fund and ETF Research at CFRA Research and Mike Akins, CEO at ETF Action.  Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Plus wild cards. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

In this episode of ETF Battles you'll watch an audience requested skirmish between two growth stock ETFs - the ARK Innovation ETF (ARKK) vs. the Goldman Sachs Future Tech Leaders ETF (GTEK). Which ETF is the better play?  Ron DeLegge @ETFguide referees this growth stock ETF contest with guest judges Todd Rosenbluth, Director of Mutual Fund and ETF Research at CFRA Research and Mike Akins, CEO at ETF Action.  Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Plus wild cards. Find out who wins the battle!Be sure to watch the ARKK vs. KOMP match-up from our ETF Battles episode earlier this year:  https://www.youtube.com/watch?v=C1AtJzwxhJo&t=0s*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com