Podcast appearances and mentions of jeff macke

Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for global markets • Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner • The unexpected revival of nuclear energy due to AI's massive power demands • Consumer discretionary sector rotation and its significance in the current bull market • The "degenerate economy" index and its components • Overlooked industrial stocks making new highs • Market breadth and global market trends Recorded live on Tuesday, October 1st Charts: https://docs.google.com/presentation/d/11-zgjXf-kBSI0fFnbd5iHD-sadf6HMwLgBDhMjTeKuQ/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction and market overview (00:33) Special guest: Jeff Mackey (03:06) Discussion on China (16:55) Retail market insights (17:31) Dave and Buster's analysis (28:36) Home Depot and holiday sales (32:21) Supply chain disruptions and retail impact (34:54) AI and the nuclear power revolution (35:58) Energy demands and utility industry shifts (39:57) Market trends and sector rotations (48:08) Global market performance and divergences (54:04) Emerging industrial stocks (58:06) Degenerate economy and investment strategies Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Jeff Macke - https://x.com/JeffMacke • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Ever wondered how tech behemoths like Amazon are stirring up the retail world? We delve into that and more in this episode, exploring the intriguing landscape of retail and consumer behavior. Armed with the power of technology and online shopping trends, we scrutinize how traditional retail models are being disrupted. The ripple effects of COVID-19 have further spurred this transformation, giving a leg up to businesses wielding advanced AI and data models to predict consumer purchasing behavior.Buckle up as we navigate the choppy waters of retail, shining a light on the hurdles faced by heavyweights such as Target and Walmart. With theft skyrocketing and self-checkout systems becoming the norm, these retail titans are grappling to stay afloat. The looming threat of bankruptcy hangs over many, as precarious economic factors force retailers to come to terms with a new reality. We also tackle the future of retail and the prospects for struggling companies against the backdrop of rising interest rates.To cap it off, we venture into the intricate world of investing and media, zeroing in on the retail industry. Hear our tales from the trenches about the struggles of content generation and predicting market cycles. We discuss the influence of media on new traders and the pitfalls of get-rich-quick schemes. Not to mention, we explore the enigmatic world of social media, focusing on platforms like Instagram and TikTok. With our special guest, Jeff Macky, we unpack the complexities of retail and consumer behavior in a changing world. Don't miss out on this insightful episode!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 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.BLACK FRIDAY SALE: Get 50% off The Lead-Lag Report today by visiting leadlagreport.substack.com/blackfriday2023. Support the show

Today's Flashback Friday is from episode 441 published last November 19, 2014. In today's Creating Wealth Show, Jason Hartman talks to Yahoo Finance's Jeff Macke about the impact of changing technologies, the perception of Doomsday skepticism and what underemployment means for those seeking jobs and those hiring. Macke also ways in on the inflation/deflation debate and discusses some of the points raised in his book Clash of the Financial Pundits.  Key Takeaways 01:15 We want to hear your opinions and thoughts on the show, so be sure to leave a review on iTunes or Stitcher Radio.  07:00 To have your questions answered on the show, just sign up for an appointment at www.JasonHartman.com/Jason 08:40 Jason Hartman runs through the schedule for the Birmingham Property Tour on Saturday 22nd and Sunday 23rd November 2014. 11:30 There is some disparity between what the press makes us believe and the reality of the economy. 14:53 New technology combined with human resources can lead to an end to such extreme inefficiency. 18:03 Underemployment is a tricky issue when we have so many graduates with massive student debt who still can't get a job. 22:29 How many jobs will this new technology end up replacing?  25:27 It's easy to criticize and bet on the Doomsday ending, but it's a lousy bet.  27:57 Jeff Macke gives his opinion on the future in terms of inflation or deflation.  31:56 There are two real ways of making money as a pundit: make other people money or just scare them. 33:13 The gold-bugs focus so much on the math, but it's just not all about math. We now have so many other factors that come into play, and we can't forget about them.   Mentioned in this episode Clash of the Financial Pundits by Jeff Macke www.Hotwire.com www.Priceline.com www.Lyft.com www.Uber.com   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Jeff Macke, Founder of Macke Asset Management and former cast member of CNBC's Fast Money joins me to discuss retail stocks and how omnichannel marketing is driving a wedge in the space.

Jeff Macke is the guy I turn to whenever I have questions about the Consumer. Anything retail, restaurants, internet sales, he's the one we want to listen to. Jeff and I have known each other for many years and are friends with a lot of the same people. On my Youtube Channel, you can find an old clip of him and I talking about Gold & Silver back in January 4, 2012.  In this episode we talk about the restaurant stocks, pharmacies, which areas he wants to avoid and which ones he wants to own. He says the pair trade of the decade could very well be: Long Shaquille O'neil (Papa Johns $PZZA) and Short Kanye West (The Gap $GPS). This was a really fun conversation. I picked up some good ideas and had a few laughs. I hope you enjoy!

Jeff Macke is the guy I turn to whenever I have questions about the Consumer. Anything retail, restaurants, internet sales, he's the one we want to listen to. Jeff and I have known each other for many years and are friends with a lot of the same people. On my Youtube Channel, you can find an old clip of him and I talking about Gold & Silver back in January 4, 2012. In this episode we talk about the restaurant stocks, pharmacies, which areas he wants to avoid and which ones he wants to own. He says the pair trade of the decade could very well be: Long Shaquille O'neil (Papa Johns $PZZA) and Short Kanye West (The Gap $GPS). This was a really fun conversation. I picked up some good ideas and had a few laughs. I hope you enjoy! Click here return to the episode page

CNBC defector and master of retail Jeff Macke joins me to talk about the state of retail during the pandemic, the American consumer, Chinese retail companies, biotech pump and dumps and a little bit of politics.  The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways:   A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast:    Biggest Patron Donors    JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  

Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this!Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. See acast.com/privacy for privacy and opt-out information.

There is no way to value the current market Guest - Jeff Macke, President of Macke Asset Management howardlindzon.com Twitter: @howardlindzon, @JeffMacke

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Jeff Macke about retail amid the pandemic panic. Prior to the chat with Macke, Task and Alpher mull the speed with which markets have plunged through any number of bazookas fired by the Fed (Editor's note: Roughly 48 hours after the recording of this podcast, the Fed announced an even larger bazooka - unlimited QE, the purchase of corporate paper, and a dusting off of the financial crisis' TALF facility - markets continue lower). Goldman Sachs on Friday predicted a 24% annualized contraction in Q2 GDP, and then St. Louis Fed President Jim Bullard over the weekend said he thought GDP might contact 50%, with the unemployment rate rising to 30%. The best advice might be to try and not pick a bottom, with Task and Alpher noting the financial crisis low didn't come for several months after the Lehman collapse, any number of Fed interventions, and the passage of TARP. Very slowly putting money to work might be the way to go. "There is no way to value equities on future cash flows in this situation," says Jeff Macke. "It's not even possible to pretend. We don't have enough information." Run away from anyone telling you they can figure things out, says Macke, and run doubly fast from any company management saying they can offer reasonable guidance. If you want to see who is on top of things right now, check and see who has updated their app, suggests Macke. Business isn't usual for anyone, but it'll give you an idea of which players are still fulfilling orders, still getting at least some facsimile of their business done. He notes a place like The Gap (GPS), which already had plenty of work to do in its online business - that's going to be really hard to do when there's a "goose egg" on the top line. As for possible changed consumer behavior, Macke reminds that more than half the stuff sold on Amazon (AMZN) doesn't come from Amazon. Should the current situation continue a lot longer, the product you order off of Amazon may or may not show up, and you may not know anything about whoever sold it. This could be an advantage for Target (TGT) and Walmart (WMT) with their well-developed supply chains, and ability to stand behind what they sell.

Former CNBC Fast Money founder and host Jeff Macke joins me to share his insights on the state of retail stocks, the macro market, World Wrestling Entertainment and numerous other random things.   The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. The podcast is full time work, if you enjoy the content, please support the QTR Podcast in any, or all of the following ways: Please make a small recurring donation, which is gratefully accepted at: https://www.patreon.com/QTRResearch Join QTR's GoFundMe effort to stop social media censorship and turn the QTR podcast into a daily M-F show: https://www.gofundme.com/f/qtrpodcast One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: christopher.d.irons@gmail.com THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Focused Compounding - follow on Twitter | YouTube | Podcast HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com "Piggly Wiggly" Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.     You can join my e-mail list here and QTR merch is also now available here.

Future of Retail industry Guest - Jeff Macke, President of Macke Asset Management http://www.howardlindzon.com Twitter: @howardlindzon @JeffMacke

Former CNBC Fast Money founder and host Jeff Macke joins me to share his insights on the financial media and the state of the retail sector.   QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch   Donations of $100 or more can also be sent via: Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpk Venmo: @chrisinphiladelphia   THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - read tape & learn flow Master Course  HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer Russ Valenti - Twitter: @russellvalenti  "Piggly Wiggly" Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.     THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES 

Josh is joined by Jeff Macke to discuss the latest quarterly earnings reports from Target, Walmart, Nordstrom and more! Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Subscribe to the mini podcast on iTunes or SpotifyEnable our Alexa skill here - "Alexa, play the Compound show!" See acast.com/privacy for privacy and opt-out information.

Josh here - my friend Jeff Macke is an investor and an expert in the retailing giants Amazon, Target, Walmart and Sears. Jeff's dad ran Target for Dayton-Hudson in the 1970's and he knows more on this topic than anyone I can think of. Today in 1962, Target was born in Minneapolis, Minnesota. Jeff and I look back at what made the 2,000-store chain great and what the future brings as the retail giants take the fight back to Jeff Bezos. Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: https://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

Nicole Sherrod is a pioneer in mobile trading technology. She was the driving force behind much of the mobile trading capabilities we utilize today! Jeff Macke is an expert in the Retail Industry. His Retail analysis has been shared to millions of viewers on CNBC's Fast Money, as well as to his vast following on Twitter! We sit with these two very special guests to discuss markets, business efficiencies, and stocks like Callaway Golf, Crocs, Wynn, and Target.

Jason Hartman talks to Yahoo Finance's Jeff Macke about the impact of changing technologies, the perception of Doomsday skepticism and what underemployment means for those seeking jobs and those hiring. Macke also ways in on the inflation/deflation debate and discusses some of the points raised in his book Clash of the Financial Pundits. Key Takeaways: [1:39] Discrepancies between what we're told by the press and economic realities [5:00] New technology and human resources can combine to end extreme inefficiency. [8:10] Underemployment is a tricky issue when we have so many graduates with massive student debt who still can't get a job. [12:36] How many jobs will this new technology end up replacing? [16:44] Investing with a belief in a Doomsday end is not a good idea [18:04] Are we headed toward inflation or deflation? [22:03] – There are two real ways of making money as a pundit: make other people money or just scare them. [23:20] The gold-bugs focus so much on the math, but it's just not all about math. We now have so many other factors that come into play, and we can't forget about them. Website: Clash of the Financial Pundits by Jeff Macke @JeffMacke Update: Jeff Macke is no longer with Yahoo! Finance

Lululemon reports today after the bell. The stock has been consolidating since early October '16, but looks poised to move after tonight's earnings report. Which direction will it go? Is there a trade to be made into earnings or after? Special Guest Jeff Macke joins us to discuss in depth!

Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA. Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees. This year's theme of the show was “Why it's never been a better time to be an active investor.” In this recording, Jeff Macke delivers "The Death of the Mall and Retail Is Greatly Exaggerated."

Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA. Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees. This year’s theme of the show was “Why it’s never been a better time to be an active investor.” In this recording, Jeff Macke delivers "The Death of the Mall and Retail Is Greatly Exaggerated."

Jeff Macke, former hedge fund manager and market expert, does not hold back in this special 25-minute interview.  He talks about how malls will never be extinct, why brick and mortar's have a big advantage over Amazon, and why retailers should stop wasting money repurchasing their shares.     Jeff also breaks down the Federal Reserve and how this institution has zero transparency.  This makes it incredibly difficult to trade stocks since the opinions coming from the 17 board members are almost always inconsistent.    Finally, Jeff talks about his future plans after being host of Yahoo! Finance.  This includes reinventing the hedge fund industry.  Jeff says he may look to open up his own fund with a much better fee structure and much better returns.  But he's not promising anything-(although it does sound like Jeff is planning to open up a new fund in the near-term).  Jeff is one of the few analysts in the media who speaks his mind.  He doesn't care who he offends and always has conviction in every stock or sector he recommends.    So whether you agree with Jeff or not... you will know exactly where he stands on many issues after listening to this special interview.

Jeff Macke was one of the original cast members for CNBC's Fast Money and is currently the host of the show Breakout, which is featured on Yahoo Finance. Jeff is a published author and talks about his book, Clash of the Financial Pundits, on the show with Jason today. Sit down with Jason and Jeff and learn about some interesting doomsday theories as well as currency inflation/deflation predictions.    Key Takeaways: 3:25 – Jason loves services like Hotwire.com because he can stay at hotels for half of the price.  8:45 – Highly skilled workers like investment bankers are becoming Uber drivers because it's difficult to find a job in today's economy.  11:30 – Jeff thinks that there are actually plenty of jobs available, just these jobs happen to be  not what people want.  13:00 – Jason talks a little bit about why he is excited about the self-driving car. 16:30 – Jeff believes that the stock market is still unstable. It's a lot more stable in today's time, but he still feels a bit nervous about it.  19:32 – Jeff has mixed feelings about whether our currency will inflate or deflate.  22:10 – Jason talks about the importance of preparing for both inflation/deflation currency outcomes. He explains a bit about how you can achieve this in this segment.  24:25 – Remember that economics is a social science. You have to see what works and what doesn't.    Mentioned in this episode Clash of the Financial Pundits by Jeff Macke www.Hotwire.com www.Priceline.com www.Lyft.com www.Uber.com

Jeff Macke is the host of Breakout on Yahoo Finance and was an original cast member of CNBC's Fast Money. He is also the author of Clash of the Financial Pundits: How the Media Influences Your Investment Decisions for Better or Worse, which he talks a little bit about on today's show. In this episode, you'll find Jeff and Jason addressing some Doomsday theories as well as talk about inflation and deflation in currency.    Key Takeaways: 4:50 – Jason is staying at hotels for half of the price because he's been using services like Hotwire.com.  8:30 – People are having a hard time finding jobs. Investment bankers are becoming Uber drivers just to make some money.   11:45 – Jeff believes there are plenty of jobs available, just not jobs people want. Jeff says if you get a job you don't want now, it'll help provide you some money and help you work towards something you are passionate about.  13:00 – Jason is exciting about robotic technology and the self-driving car. 17:30 – Jeff is still nervous about the stock market. The stock market is doing better now, but it's still pretty unstable.  19:52 – Jeff is not sure if we're going to see a huge inflation in our money, but at the same time he doesn't see how the deflation outcome would work too.  22:00 – Jason believes it's important to prepare your money for both inflation/deflation scenarios. He explains how to do that in this segment.   24:30 - Never forget that economics is a social science    Mentioned in this episode Clash of the Financial Pundits by Jeff Macke www.Hotwire.com www.Priceline.com www.Lyft.com www.Uber.com  

In today's Creating Wealth Show, Jason Hartman talks to Yahoo Finance's Jeff Macke about the impact of changing technologies, the perception of Doomsday skepticism and what underemployment means for those seeking jobs and those hiring. Macke also ways in on the inflation/deflation debate and discusses some of the points raised in his book Clash of the Financial Pundits.    Key Takeaways 01.05 – We want to hear your opinions and thoughts on the show, so be sure to leave a review on iTunes or Stitcher Radio.  06.49 – To have your questions answered on the show, just sign up for an appointment at www.JasonHartman.com/Jason 08.29 – Jason Hartman runs through the schedule for the Birmingham Property Tour on Saturday 22nd and Sunday 23rd November 2014. 11.19 – There is some disparity between what the press makes us believe and the reality of the economy. 14.40 – New technology combined with human resources can lead to an end to such extreme inefficiency. 17.50 – Underemployment is a tricky issue when we have so many graduates with massive student debt who still can't get a job. 22.16 – How many jobs will this new technology end up replacing?  25.14 – It's easy to criticize and bet on the Doomsday ending, but it's a lousy bet.  27.44 – Jeff Macke gives his opinion on the future in terms of inflation or deflation.  31.43 – There are two real ways of making money as a pundit: make other people money or just scare them. 33.00 – The gold-bugs focus so much on the math, but it's just not all about math. We now have so many other factors that come into play, and we can't forget about them.   Mentioned in this episode Clash of the Financial Pundits by Jeff Macke www.Hotwire.com www.Priceline.com www.Lyft.com   www.Uber.com

Michael Covel cuts up a Yahoo Finance segment called "Are Social Media Stocks In A Bear Market?" with Michael Santoli and Jeff Macke. Covel dissects the terminology and words used by the media, and the position of the talking heads on this Yahoo Finance article. Covel discusses the idea of researching stocks. There is advice that says you should be doing one hour of fundamental research per week on every stock you own. If you own 50 stocks, that's 50 hours a week. Covel thinks this advice is asinine, and points out that the best traders don't do that. If the best traders in the world don't do that, why should you? It doesn't matter what the research tells you; if you don't have a stop loss, you're going to lose your money. Period. Covel then moves on to the Jeff Macke/Michael Santoli segment and dissects it each step of the way. Covel breaks down the terminology, including "crowded longs", "chatter from brokerage firms", and "hedge fund favorites". Covel also discusses how we don't know the why behind bubbles, inspired by his Justin Fox interview from a few days ago. Covel also discusses why you don't need to know what a good price is on the way down; defining "smart money", "aggressively buying", and "leadership" in a trading system; and whether or not the market is "anxious". Covel ends with something inspired by James Altucher's article, "Ten Reasons You Have To Quit Your Job In 2014". Want a free trend following video? Go to trendfollowing.com/win. 

My guest today is Frank Curzio, a recognized expert in the small cap sector, the voice behind S&A Investor Radio, as well as the editor of the Small Stock Specialist. Curzio has been featured on numerous radio and television programs, and wrote a newsletter for TheStreet.com before joining Stansberry. The topic is markets and investments. In this episode of Trend Following Radio we discuss: Curzio's background coming up in New York, the influence of his father, and his introduction into the world of trading Curzio's history with Jim Cramer, the info-tainment industry, and separating Cramer the analyst from Cramer the television personality Stansberry's wide reach in the financial world and Covel's introduction to them through an event at Jekyll Island How Curzio is still looking for big moves just like any trend following trader How the "magic hand" of the Fed can affect strategies in both the fundamental and trend following worlds Curzio's experiences with Jim Rogers, Jeff Macke, and Porter Stansberry The drastically different ways in which trends can be dissected Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Michael Covel talks with Frank Curzio of Stansberry and Associates. Curzio is a recognized experts in the small cap sector, the voice behind S&A Investor Radio, as well as the editor of the Small Stock Specialist. Curzio has been featured on numerous radio and television programs, and wrote a newsletter for TheStreet.com before joining Stansberry. Covel and Curzio come at the game from vastly different perspectives on how to make money, with Curzio's small-cap world playing the yin to Covel's systematic, trend following yang. Even with their differences Covel and Curzio find plenty of common ground in their alternative ways of getting to their ultimate goal: to make money. Covel and Curzio talk about Curzio's background coming up in New York, the influence of his father, and his introduction into the world of trading; Curzio's history with Jim Cramer, the info-tainment industry, and separating Cramer the analyst from Cramer the television personality; Stansberry's wide reach in the financial world and Covel's introduction to them through an event at Jekyll Island; how Curzio is still looking for big moves just like any trend following trader; how the "magic hand" of the Fed can affect strategies in both the fundamental and trend following worlds; Curzio's experiences with Jim Rogers, Jeff Macke, and Porter Stansberry; and the drastically different ways in which trends can be dissected. Special offer free DVD: www.trendfollowing.com/win.

Jeff Macke, host of Breakout for Yahoo! Finance, explains why the recent stimulus announcement from the Fed means four more years for President Obama. Macke also tells us why Facebook, Apple, and JC Penney are going much higher.