Podcasts about empire financial research

From bald-faced liars in government to unethical hit jobs by the media, Dennis has had enough.Plus we talk to Herb Greenberg, Editor with Empire Financial Research and CNBC contributor about the economy and Bill Spadea, Republican activist and morning drive host on New Jersey 101.5 FM.Pull up a "barstool" and listen to this week's "Brand" of Parting Shot.

From bald-faced liars in government to unethical hit jobs by the media, Dennis has had enough. Plus we talk to Herb Greenberg, Editor with Empire Financial Research and CNBC contributor about the economy and Bill Spadea, Republican activist and morning drive host on New Jersey 101.5 FM. Pull up a “barstool” and listen to this […]

Whitney Tilson, founder and chief executive officer at Empire Financial Research, says he expects the market to be flat to slightly up for the remainder of 2023 -- gaining about 5 percent on top of the 17 percent gains thus far -- and then gaining another 10 to 15 percent in 2023. He expects the "sanguine, strong" economic environment to continue despite the skepticism that has been present -- but which hasn't really slowed anything -- this year. Also on the show, Tom Lydon of VettaFi dives into factor ETFs with his pick for "ETF of the Week," and Eric Marshall, president and portfolio manager at Hodges Capital Management talks stocks in the Market Call.

In this week's Stansberry Investor Hour podcast, Dan and Corey are joined by Enrique Abeyta, an analyst from Empire Financial Research. Enrique shares his insights on investing and offers stock advice through his newsletters. The discussion starts with the recent lawsuits filed by the SEC against Coinbase Global and Binance for offering securities without proper licenses. Enrique then talks about his mosaic approach to investing, which involves analyzing various data points and perspectives. The conversation also covers the impact of technology on asset management and newsletters, the value versus growth investing debate, and Enrique's views on the banking industry. ➡️ Watch Here

In this week's Stansberry Investor Hour podcast, Dan and Corey are joined by Enrique Abeyta, an analyst from Empire Financial Research. Enrique shares his insights on investing and offers stock advice through his newsletters. The discussion starts with the recent lawsuits filed by the SEC against Coinbase Global and Binance for offering securities without proper licenses. Enrique then talks about his mosaic approach to investing, which involves analyzing various data points and perspectives. The conversation also covers the impact of technology on asset management and newsletters, the value versus growth investing debate, and Enrique's views on the banking industry. ➡️ Watch Here

Herb Greenberg, senior editor at Empire Financial Research, says that the overlooked story in the drop in bank stock prices is the role that exchange-traded funds likely played in making it happen. He discusses his recent article on the subject, which points to the way ETFs are traded as a significant contributing factor to the big drop in banking stocks, and notes that the same phenomenon could impact other market sectors that get hit with bad news in the future. Also on the show, Ed Carson, news editor at Investor's Business Daily, discusses the huge drop in investor sentiment during April and how it impacted all major components of the Economic Optimism Index, and portfolio manager Andrew Graham of Jackson Square Capital talks stocks in the Market Call.

Jake Jolly, head of investment analysis at BNY Mellon Investment Management, says that recent turmoil in the banking industry 'will do the additional work' of tightening credit conditions to get inflation down, but creating a recession in the process, with the downturn taking hold late this year or in 2024. Because this recession is 'a typical, monetary-policy induced recession,' Jolly expects that policy can normalize quickly, which should limit the downturn to the short time it takes to slay the inflation dragon. Also on the show, Tom Lydon, vice chairman at VettaFi, makes a niche-focused financial-services fund his ETF of the Week, noting that it could start trending positively as the banking sector moves past recent problems. Plus, we revisit a recent conversation with Whitney Tilson of Empire Financial Research.

Whitney Tilson, chief executive officer at Empire Financial Research, says that while headlines are driving investors to distraction, the stock market right now is neither too hot nor too cold. Other than regional banks, he says there's no blood in the streets, the market 'isn't screaming cheap or hugely overvalued either,' making this a time for investors to grind it out and work on their holding, rather than buying or selling. 'The key,' he says, 'is not in picking the next calamity, but avoiding the crazy nonsense.' Sarah Foster discusses her recent story on Bankrate.com on how inflation is damaging the finances of younger generations and how that has the potential to damage the economy as Gen Z and millennials adjust their spending and savings habits. And, in the Market Call, Kathy Boyle, president of Chapin Hill Advisors looks at the macro picture and talks about which exchange-traded funds can take advantage of the current opportunities.

Today's conversation focuses on the following:Whether the recent trouble in parts of the banking sector speaks to a much broader breakdown in the financial system.The differences between the failure of Silicon Valley Bank and Signature Bank of New York.The Fed's role in setting the stage for this crisis to happen.The advent of “Twitter-fuelled” bank runs.Whether the $250k insured by the FDIC is an arbitrary figure and what it should be.2018's regulatory rollbacks.Philosophies and processes for investing in this environment.The prospect of seeing new market lows due to last week's events.The damage to investors' confidence in banks' stabilityStrategies and financial instruments that could limit bank runs in the future.Herb Greenberg has spent over 40 years as a financial journalist at some of the country's leading newspapers, websites, and broadcast media. He is currently a senior editor at Empire Financial Research.  Enrique Abeyta is also an editor at Empire Financial Research. The 25-year stock market warrior and former hedge fund manager is also the writer and owner of Inked Magazine, REVOLVER Magazine, The Hard Times, the Co-Founder of Hard Money, and the host of Hard Money's Million Dollar podcast. Alex Beinfield is the Founder and CIO of hedge fund Blue Duck Capital. Alex has been short Silicon Valley Bank (SIVB) since September 2022 and was short Signature Bank of New York (SBNY) just before it failed. 

Former hedge fund manager Whitney Tilson, now the founder and CEO of newsletter publisher Empire Financial Research, joins Julia La Roche on episode 46 to share some worldly wisdom and his views on the market. The bulk of this conversation focuses on life lessons from his new book “The Art Of Playing Defense: How To Get Ahead By Not Falling Behind.” Whitney outlines five calamities to avoid, including: Loss of reputation and/or wealth Loneliness and/or suffering a permanently impaired relationship with a loved one A bad marriage, often ending in divorce Addiction and abuse The death, serious injury, or illness of yourself or a loved one In this episode, Whitney, 56, revisits his childhood, including growing up in Africa with his educator parents. He also shares whether or not he ate the marshmallow in the famed Stanford marshmallow experiment, a psychological study that examined delayed gratification among young children. He recounts how he met his wife Susan (thanks to his friend Bill Ackman!) and his journey from being the lowest-paid Harvard Business School graduate in his class working for a non-profit to the world of hedge funds (also thanks to Bill Ackman). Throughout the conversation, there are plenty of lessons gleaned over the years from being a long-time student and follower of Warren Buffett and Charlie Munger. Whitney also discusses value investing in the current environment and why he's “reasonably bullish” and estimates the market could rise 15 to 20% this year. 0:00 The Marshmallow Experiment 4:30 Whitney likely didn't eat the marshmallow 5:10 Growing up in Tanzania 7:00 Emphasis on education 9:15 Met wife after crashing party with Bill Ackman 10:15 Interest in investing 12:20 Amassed $10K, called up Bill Ackman 13:58 Early days of the internet stocks 14:32 Warren Buffett 15:50 A ‘clueless fool' turning $20,000 into $120,000 in AOL 17:00 Absolutely no business starting a hedge fund 19:20 Dale Carnegie's “How To Win Friends And Influence People” 21:18 Lessons for Tilson's daughters 23:23 Raising athletic daughters 24:30 Price of Privilege 27:00 Sports and self-confidence with teenage daughters 36:00 The most important decision is who you marry 37:00 ‘Fishing in the right ponds' 39:00 Other important relationships 41:30 Epidemic of loneliness 44:00 Repairing and building relationships 46:10 Scott Galloway 49:00 Avoiding calamities 51:00 Loneliness or ruptured relationships as a calamity 52:48 The 5 calamities 53:30 How not to screw up your marriage 1:05:00 Risk taking and risk management 1:15:08 Reasonably bullish on the markets 1:19:57 Best guest is the market is up 15-20% 1:20:20 Value investing back in favor? 1:22:19 Berkshire Hathaway, Meta (Facebook), Netflix, Amazon, PayPal 1:23:40 Why the average person shouldn't be picking stocks 1:30:00 Achieving long-term wealth

This week, Stansberry Investor Hour listeners are in for a treat... Dan has brought back Empire Financial Research's own (and listener favorite) Enrique Abeyta, editor of Empire Elite Trader, a short-term trading service that draws from a pool of mid- to large-cap stocks. Dan and Enrique launch into a spirited discussion about the belief that a stock's value directly correlates to the company's value. And Enrique warns about the danger of believing that this is 100% true... He explains what Dan calls "a more inclusive, superior mental model for someone who wants to trade stocks for less than five years"... and discusses how sentiment and positioning matter more for stocks over the short term, with fundamentals and macroeconomics becoming the main drivers over the long term. Enrique also explains the power of "positive psychology" and keeping a disciplined approach for investing success. Plus, he reminds listeners that there's a silver lining in rough markets like today's and that these are truths rooted in history...

This week, Stansberry Investor Hour listeners are in for a treat... Dan has brought back Empire Financial Research's own (and listener favorite) Enrique Abeyta, editor of Empire Elite Trader, a short-term trading service that draws from a pool of mid- to large-cap stocks. Dan and Enrique launch into a spirited discussion about the belief that a stock's value directly correlates to the company's value. And Enrique warns about the danger of believing that this is 100% true... He explains what Dan calls "a more inclusive, superior mental model for someone who wants to trade stocks for less than five years"... and discusses how sentiment and positioning matter more for stocks over the short term, with fundamentals and macroeconomics becoming the main drivers over the long term. Enrique also explains the power of "positive psychology" and keeping a disciplined approach for investing success. Plus, he reminds listeners that there's a silver lining in rough markets like today's and that these are truths rooted in history...

Adam Ballantyne, senior analyst at Cambiar Investors, says the Federal Reserve needs to keep talking as if inflation is far from over because their job is to dare us into a recession or near recession to cure the economy's problems, but he notes that "The reality is we might be peaking right here." Half of the inInflation is driven by housing, energy and medicare costs, and Ballantyne says those items do appear to have topped or are near to it, meaning "It could very well be the case that the next Fed rate increase is the last one." Ballantyne believes that the economy can also post a reasonable recovery from the current troubles, because consumers are not overextended, so they will be ready to participate once they are certain that prices are again under control. Also on the show, Ted Rossman from CreditCards.com discusses the pitfalls that consumers have experienced and worry about when lending money to friends and family, David Trainer, of New Constructs revisits his troubling take on Shopify, which he puts squarely in "The Danger Zone," and Herb Greenberg, senior editor at Empire Financial Research, discusses his annual takedown of Medicare drug pricing and how consumers can fight a system that works against them every year to the tune of hundreds or thousands of dollars.

Whitney Tilson, chief executive officer at Empire Financial Research, says he's concerned that Tether, the world's largest stablecoin, is a "fraud" and running out of money. He worries that if Tether crashes "the entire crypto sector goes with it ... and you don't want to invest in a sector where there's a 50-50 chance you'll lose half your money in a matter of days." Tilson talks extensively about what he does trust and is buying in current market conditions, noting that he is maintaining a balance between value stocks trading below their intrinsic value and companies with superior long-term growth characteristics. Also on the show, Bryan Armour, director of passive strategies research at Morningstar, discusses the firm's new survey on mutual fund fees, showing that consumers saved billions of dollars last year by investing in low-cost funds, bringing down the average expense ratio being paid even further, down to roughly 0.4 percent. And in the Market Call, Mike Larson, senior analyst at Weiss Ratings and editor of Weiss's Safe Money Report talks about safe stocks in today's topsy-turvy conditions.

Guy, Dan and Danny discuss the stock market shift (1:42), earnings pre-announcements (9:39), Apple entering the buy now pay later space (15:19), secondary markets seizing up as startup insiders dump shares (23:19), Danny's 5 stages of investor grief (27;37), and Belmont Stakes picks (30:18). The co-hosts interview Herb Greenberg, editor at Empire Financial Research, and talk about shifting from the short side to the long side (37:15), stock market manias (46:17), taking chances in your career (58:12), and finding longs (1:01:57).  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

We're incredibly fortunate to talk to Whitney Tilson and get his take on yet another eventful week in the markets. As always, the former hedge fund manager and current investment newsletter publisher gives us plenty to chew on, just as he does to 140,000 avid readers of his daily takes on market movers and shakers.  Sign up for Whitney's free newsletter here. In our talk with Whitney, we get into the spectacle of Elon Musk using Twitter to attack Twitter while attempting to acquire Twitter. The latest twist in the tale is Elon's apparent attempt to re-price the deal, citing a need for data to support the platform's claim that less than 5% of Twitter users are fake or spam accounts. While his Empire Financial Research colleague Enrique Abeyta talked about the prospect of Twitter suing Elon should he derail the deal, Whitney floats an even more costly and consequential outcome to the drama—Twitter deciding to de-platform him.   Whitney talks about the likelihood of the market finding its bottom late last week. He explains why he's turning bullish on Amazon, Alphabet, Facebook, and Netflix, and why when everyone and their mother is using a product like Whatsapp or Venmo, they are good buys explaining that a sustainable financial model can be hammered out at a later date. 

Amid major market volatility, investors question whether we're about to see a repeat of the year 2000 in tech stocks. In this crucial edition of American Consequences, I sit down with famed hedge fund investor Whitney Tilson to explain why now might be the best time to buy tech stocks. He's naming names – or rather tickers – and helping people think through the implications of getting into solid growth companies. I most especially loved hearing how Whitney Tilson got his start. He managed to take $10,000 in savings and grow it into a $200-million hedge fund. He told me all about some of the bumps he's had along the way and why he's so committed to helping individual investors grow their portfolios. Whitney has some really entertaining stories that I know you will love hearing… not to mention some darn good picks. Sign up for Whitney's free investment newsletter at empirefinancialresearch.com. You can get more from me online at americanconsequences.com and on Twitter @Trish_Regan. 

As the Fed delivers on its promise to raise rates, investors question, "what's next for the markets?" Although transparency has become more complex, there are still ways to make money and protect your portfolio.   I'm thrilled to welcome on the show this week Enrique Abeyta, editor of  Empire Elite Trader, Empire Elite Growth, Empire SPAC Investor, and Empire Elite Options newsletters at Empirefinancialresearch.com. Enrique has more than 20 years of experience on Wall Street, having founded hedge funds with more than $2 billion in assets under management.   Today, Enrique shares with us some of his favorite ideas to buy right now, plus one that he's about to take a hard look at. Considering he was one of the first to recommend Twitter get sold, you'll want to hear which media company he believes could be bought next.   Join me for this entertaining, thoughtful conversation with Enrique on how investors can come out on the other side of this rate-hiking environment.   Be sure to subscribe to this podcast at AmericanConsequences.com/podcast, Apple iTunes, Spotify, or wherever you get your podcasts. Plus, you can follow Enrique at Enrique Abeyta on Twitter, and me at Trish_Regan.  

Elon Musk just made a significant move, and Twitter has accepted.   In today's podcast, Trish Regan sits down with Empire Financial Research's Herb Greenberg to examine how Elon might change the social media landscape… forever. Herb also shares his important thoughts on how investors can recognize great value plays long before the Twittersphere world has even heard of these companies in a viral social media environment. Everyday investors need to know where the “hot stocks” are long before they're known to the public. This is what Herb specializes in… and he's sharing his ideas with Trish today. If you want to hear more from Herb, sign up for his newsletter at empirefinancialresearch.com and follow him on Twitter @HerbGreenberg. Follow Trish @Trish_Regan and sign up for her daily financial newsletter at Americanconsequences.com

Herb Greenberg is a former journalist and current legend in the investing community. The first 20 years of Herb's career saw him plying his trade at some of the most recognizable publications that cover business, with stints at the Chicago Tribune, Fortune, and The Wall Street Journal, among others. In 1998— a time when Americans were accessing the internet via a dial-up modem—Herb became one of the first mainstream journalists to make the leap to writing online, blazing a trail at TheStreet and MarketWatch while becoming a familiar face as a CNBC contributor. In recent years, Herb's gotten increasingly into financial research, which he describes as an opportunity to dig deep while cutting out the noise that comes with being a well-known voice in the business journalism space. He currently pens newsletters for Whitney Tilson's Empire Financial Research.  Today we talk with Herb about his dynamic career, seismic changes that have taken place in business journalism, the toxicity of social media, and the point at which a firehose of content becomes a cesspool of misinformation.

Today, we're joined by author, philanthropist, former hedge fund manager, and current investment newsletter publisher Whitney Tilson.  During our fascinating conversation, Whitney describes his childhood in Tanzania and Nicaragua, his relatively late start to investing, his long friendship with investment titan Bill Ackman and forming his own hedge fund, Kase Capital. At Kase, Whitney predicted and navigated both the dot com and housing bubbles, beat the market for 11 of the next 12 years, and grew assets under management from $1 million to $200 million.    Soon after winding Kase down in 2017, Whitney pivoted and poured his considerable insights into Empire Financial Research. While subscribers to the company's eight newsletters include investment whales, most of their subscribers are average investors. Whitney talks to us about the common mental mistakes people make with managing money, the characteristics of a good stock picker, and the spidey sense he developed after more than two decades in the investing world.  

This week, Dan Ferris speaks with Herb Greenberg. A renowned investigative financial journalist and now the senior editor for Empire Financial Research, Herb has had a storied, 40-plus-year career in the financial markets. Herb discusses plans to launch a brand-new, long-only research service. He shares his process for empowering and educating the everyday investor, as well as what goes into researching the best companies for his readers. And in his answer to Dan's traditional Final Question, he describes one of the biggest changes he has made in his own life – a change that he urges all listeners to make as well: eliminate toxicity...

This week, Dan Ferris speaks with Herb Greenberg. A renowned investigative financial journalist and now the senior editor for Empire Financial Research, Herb has had a storied, 40-plus-year career in the financial markets. Herb discusses plans to launch a brand-new, long-only research service. He shares his process for empowering and educating the everyday investor, as well as what goes into researching the best companies for his readers. And in his answer to Dan's traditional Final Question, he describes one of the biggest changes he has made in his own life – a change that he urges all listeners to make as well: eliminate toxicity...

Whitney Tilson, founder/chief executive officer at Empire Financial Research, says that while the Nasdaq entered correction territory on Thursday and the market has had some bumps and bruises along the way, the long-running bull market is still in place and looks like it is "in the seventh inning." Amid a wide-ranging market conversation, Tilson also discusses short-selling, cryptocurrency investing, Tesla, meme stocks and how his views have -- and haven't -- changed over time. Also on the show, David Giroux of T. Rowe Price Capital Appreciation is back, following up on Thursday's market discussion by talking about his recent book, "Capital Allocation," and describing how the focus on the way companies use their money should shape investment decisions; and Connie Luecke, manager of the DNP Select Income Fund, discusses infrastructure investing and how it is poised to push through current conditions regardless of whether key legislation gets approved in Washington.

This episode originally aired for premium subscribers on Dec. 2, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. This episode uses mature language. Discretion is advised for listeners that may be sensitive to this type of thing. Enrique Abeyta of Empire Financial Research rejoins the podcast to discuss his views on the omicron strain of Covid-19 and inflation, and share his excitement about the metaverse. Meta, the company formerly known as Facebook, could become the world's first $5 trillion enterprise. Not intended as investment advice.  Content Highlights The market didn't go down because of omicron or because of what the Fed chair said. What caused the selling instead (5:09); Omicron is not the first Covid strain. It won't be the last. Society and the economy have been able to deal with the variants (6:28); Inflation is another boogey man (8:10); The spike in the VIX is more noteworthy -- and a bullish indicator for stocks (12:39); What about gold? (16:56); The metaverse: It's already here. People just don't realize it yet (24:07); Meta, the stock formerly known as Facebook, is as good a way as any to profit from these developments (27:29); Oil and gas "could go to the moon" (39:52). More Information on the Guest Website: EmpireFinancialResearch.com; Twitter: @EnriqueAbeyta; Everything about HardMoneyMag.

Freddy Garcia, vice president of Investments for Left Brain Wealth Management, says that investors who hire advisers to help manage their money need to get appropriate help picking and selecting stocks, bonds and mutual funds, rather than simply following cookie-cutter programs. Garcia says that many advisers provide 'planning,' without doing high-conviction investment selections, ultimately leading to a time when clients are unhappy because their broad financial plan isn't meeting their return expectations. Also on the show, Tom Lydon of ETFTrends.com highlights an equal-weighted index fund as his ETF of the Week, Ed Slott of IRAhelp.com helps Chuck answer a listener's question, and we revisit a recent chat with Herb Greenberg, senior editor of Empire Financial Research.

Veteran journalist and market observer Herb Greenberg -- now senior editor at Empire Financial Research -- says that investors have a distorted view about returns, fueled by the market's post-pandemic rise, that has resulted in a loss of selling discipline. 'Everybody thinks they are entitled to these gazillion percent returns,' he says, and they have lost sight of what it means to have a 'good investment.' As a result, he fears that 'A lot of people will learn a very hard lesson who probably can't afford to learn that lesson.' Also on the show, Tom Lydon, of ETFTrends.com names an entire suite of funds that are built to give investors more control his 'ETF of the Week,' and Gary Black of The Future Fund Active ETF talks Tesla and other game-changing stocks in the Market Call.

This week, we're doing something that's never been done in the history of the Investor Hour podcast... It's a two-part interview with two incredibly special guests. The first is a new face to Investor Hour listeners. Berna Barshay is a rising star at Empire Financial Research, who in less than a year has already begun to make a name for herself with her email newsletter read every day by thousands.  During their conversation, Berna shares her unique perspective that has helped her spot massive winners the rest of Wall Street hated, like Lululemon, up over 20x since going public. She's even holding her own webinar for those who want to learn more about her unique strategy. You can find more info at www.empire2021.com. The second guest is a remarkable man who started a hedge fund out of his Manhattan apartment which he grew to over $200 million... He's appeared numerous times on national television where he has broken some of the biggest financial scandals in America...  And he's even climbed Mount Kilimanjaro... The one and only, Whitney Tilson... Whitney joins Dan this week to talk about his latest book. It's not a book on finance... Or a novel about his relationship with Charlie Munger or Warren Buffett... Or another one of the hundreds of books on working hard to become successful in life. It's a book Whitney says is aimed toward his three daughters as they enter adulthood.  Whitney's book The Art of Playing Defense: How to Get Ahead by Not Falling Behind is one of the few books that explores what to do once you become successful, detailing how to avoid the five most common calamities Whitney says cause 98% of human suffering. It's a valuable conversation chocked full of fantastic advice for listeners of all ages. If you're looking to strengthen the relationships in your life, this is an interview you don't want to miss.  Listen to Dan's conversation with Whitney and more on this week's episode.  

This week, we're doing something that's never been done in the history of the Investor Hour podcast... It's a two-part interview with two incredibly special guests. The first is a new face to Investor Hour listeners. Berna Barshay is a rising star at Empire Financial Research, who in less than a year has already begun to make a name for herself with her email newsletter read every day by thousands.  During their conversation, Berna shares her unique perspective that has helped her spot massive winners the rest of Wall Street hated, like Lululemon, up over 20x since going public. She's even holding her own webinar for those who want to learn more about her unique strategy. You can find more info at www.empire2021.com. The second guest is a remarkable man who started a hedge fund out of his Manhattan apartment which he grew to over $200 million... He's appeared numerous times on national television where he has broken some of the biggest financial scandals in America...  And he's even climbed Mount Kilimanjaro... The one and only, Whitney Tilson... Whitney joins Dan this week to talk about his latest book. It's not a book on finance... Or a novel about his relationship with Charlie Munger or Warren Buffett... Or another one of the hundreds of books on working hard to become successful in life. It's a book Whitney says is aimed toward his three daughters as they enter adulthood.  Whitney's book The Art of Playing Defense: How to Get Ahead by Not Falling Behind is one of the few books that explores what to do once you become successful, detailing how to avoid the five most common calamities Whitney says cause 98% of human suffering. It's a valuable conversation chocked full of fantastic advice for listeners of all ages. If you're looking to strengthen the relationships in your life, this is an interview you don't want to miss.  Listen to Dan's conversation with Whitney and more on this week's episode.  

In this episode of Leaders in Business and Investing, CIO of IronHold Capital Siddharth Singhai is joined by CEO of Empire Financial Research Whitney Tilson in a discussion about current events, rational investing, and what it means to be a defensive investor. Whitney is a former hedge fund manager and accomplished author. He is now running Empire Financial Research, a highly-respected publishing company in the financial newsletter industry. Full Video: https://www.ironholdcapital.com/libi Linkedin: https://www.linkedin.com/in/pauljohngray/ Newsletter: http://eepurl.com/hbYkxf

"Value investing is a death cult, it's like cigarettes, based on negative information and playing to your fears, no value stock ever went up cause it was cheap it went up because it grew. They talk about Warren Buffett as a value investor but companies such as Coke and Apple have grown massively, so he is finding cheap growth stocks rather than value investing on its own." Salty advice from the highly inked and rock-infused financial writer, hedge-funder and digital media mogul, Enrique Abeyta. There's much more great advice in this episode and a tribute to Malcom Young from AC/DC.Enrique Abeyta is an Editor working for Empire Financial Research and Whitney Tilson https://www.empirefinancialresearch.comHe is also the co-founder and CEO of digital media and e-commerce company Project M Group LLC. Project M Group (founded in 2017) identifies large genres with passionate and highly engaged enthusiasts and then acquires digital media properties in those areas. Project M is the owner of both the #1 brand in tattooing (Inked Magazine) as well as the #1 brand in rock/metal music (REVOLVER Magazine). Enrique has been responsible for all aspects of the business including it's creation, fund-raising, hiring, operations and business development.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't. See acast.com/privacy for privacy and opt-out information.

On this week's episode, Dan brings Enrique Abeyta, editor at Empire Financial Research, onto the show to discuss the hottest new trend sweeping across the financial world. Special Purpose Acquisition Companies... better known as SPACs. What are SPACs? How are they different than a regular IPO? And why have they taken off in popularity recently? Is this just the next mania? Dan fires these questions and more at Enrique, and he explains how, with the right guidance, SPACs provide incredible opportunities for regular folks to invest in companies they otherwise would never have access to.

Whitney Tilson is the founder and CEO of Empire Financial Research, which provides advice, commentary and in-depth research and analysis to help people become better investors. He is a Harvard alumnus both as an undergrad and as an MBA.  Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael Porter studying the competitiveness of  inner-city companies which led to the founding of ICV Partners, a private equity fund focused on minority-owned and inner-city businesses. Before business school, Mr. Tilson was a founding member of Teach for America and then spent two years as a consultant at The Boston Consulting Group. Whitney is an avid mountaineer and has climbed Mt. Kilimanjaro, Mt. Blanc, the Matterhorn, the Eiger,and the Nose of El Capitan. He also regularly competes in obstacle course races, including the last four 24-hour World's Toughest Mudders, winning the 50+ age group twice. Whitney and I met in Jackson Hole in March  skiing  with our kids.  Whitney and I cover a wide range of topics including a cost-benefit analysis of COVID shutdowns, investing for either a Trump or Biden win in November, his friendship with Warren Buffet and the life lessons discussed in his new book due out later this year.

The evolution of media has led to a "disconnect" between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research. "We are on the precipice of COVID almost being over, or functionally as a major impact on society, mortality, etc.," says Abeyta. This, along with unprecedented liquidity injections by the Federal Reserve, will lead to a melt-up in global financial markets. Highlights (Spotify users can link to the segment directly by clicking on the timestamp) The disconnect in popular political and economic analysis and the actual situation with COVID in the U.S. (4:38); Look at the numbers in aggregate; they are clearly declining (8:52); The war on COVID is almost over and the coronavirus could effectively be over "in six weeks" (12:52); What does all this mean for investors? Look at gyms and movie theaters (16:07); A simple options strategy to play the coming melt-up that looks a lot like 1999 (18:07); Three contrarian views and why the coming melt-up will be the best investing and trading environment in a generation (24:48); Background on the guest (27:33); How do you get your ideas? (39:28); The "V-word" and why it doesn't matter and doesn't work (41:10); The case for Match.com (42:48); "Shorting sucks" (45:04); Asset management is a religion (49:21); Short discussion of risks (51:12). More Information on the Guest Website: EmpireFinancialResearch.com; Twitter: @EnriqueAbeyta. Not intended as investment advice.  

On this week's episode of the Stansberry Investor Hour, Dan sounds off on the price of oil. Why on Earth did this happen? What does it mean for the average investor? And could it happen again? Next, Dan brings on Enrique Abeyta, editor from Empire Financial Research, onto the podcast for this week's interview. Over 20 years ago, Enrique started working on Wall Street, where he founded and served as managing partner at two long/short hedge funds. Enrique famously generated positive returns during the bear markets after the Dotcom bust and the global financial collapse. Enrique's not your typical Wall Street fund manager though. He's got some pretty controversial views on investing that leave Dan speechless. Listen for yourself on this week's episode.

Legendary Investor Whitney Tilson speaks to students at Fordham University about his high profile career in investing. Whitney ran Hedge Fund Kase Capital Management for nearly 2 decades and is regarded by many as being one of the brightest minds in the industry. In fact, while running Kase Capital, Whitney beat the market 11 out of the 15 years he was managing outside capital. Whitney today now operates Empire Financial Research where he shares his best investment ideas with his followers.

Extreme Value editor Dan Ferris chats about the “Amazon of Africa,” IPO, the death of retail, and Apple & Qualcomm's fight. Former hedge fund manager and founder of Empire Financial Research, Whitney Tilson, stops by to explain why he thinks Tesla is the most dangerous stock in America.