Podcast appearances and mentions of michael campagna

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Best podcasts about michael campagna

Latest podcast episodes about michael campagna

Money Life with Chuck Jaffe
Johnson Financial's Ceci: The longer uncertainty lasts, the deeper a recession gets

Money Life with Chuck Jaffe

Play Episode Listen Later Apr 23, 2025 63:57


Dominic Ceci, chief investment officer at Johnson Financial Group, says that he believes the potential recession that the United States economy could be facing is likely to be "a run-of-the-mill, early '90s type of recession" that stays shallow and lasts a few quarters, but he acknowledges that the signs are murky and that the longer uncertainty around trade and other policies last, the deeper and longer a likely recession becomes. Ceci says that investors should remember that the market is up way more than it is down, which means investors need to avoid panic and keep their eyes on the long-term gains rather than making changes based on incomplete information now. In The Book Interview, author Shannah Game, discusses “Unraveling Your Relationship With Money: Fix Your Money Trauma So You Can Live an Abundant Life,” which explores how the actions and attitudes people pick up over their lives — but particularly when they're young — influence a lifetime of decisions and attitudes around money. Plus, Michael Campagna, senior investment analyst at Moerus Capital Management — manager of the Moerus Worldwide Value fund — brings his deep-value approach to the Market Call.

Money Life with Chuck Jaffe
Innovator's Urbanowicz: 'All-time highs are not a catalyst for a sell-off'

Money Life with Chuck Jaffe

Play Episode Listen Later Jul 11, 2024 61:57


Tim Urbanowicz, head of investment strategy and research for the Innovator ETFs, says that the current bull market run has the stock market hitting new highs roughly every four days, which is fast compared even to the Internet bubble days, and while investors are nervous that things must take a turn, he points out that hitting all-time highs has never been a catalyst for a sell-off, and isn't likely to be one now. That makes it crucial for investors to manage risk and balance their fear of loss against their fear of missing out. Innovator makes products that create that balance using options strategies to define potential outcomes and to make returns more certain or that at least remove some of the market's unknowns. Todd Rosenbluth, head of research at VettaFi, uses recent political changes in England as a motivator for his pick as the "ETF of the Week," discussing the additional risks an investor takes by investing in a single-country fund. And deep-value investor Michael Campagna, senior investment analyst at Moerus Capital Management, talks in the Market Call about why this is "one of the most attractive times to find opportunities" that he has seen in the last two decades. 

CRO Spotlight
A Recruiters Perspective on the Current CRO Market and How To Navigate It - Michael Campagna

CRO Spotlight

Play Episode Listen Later Jun 11, 2024 36:03


In this episode, Warren sits down with Mike Campagna, an executive recruiter specializing in sales leadership roles within enterprise SaaS and B2B markets. With over a decade of experience, Mike shares his unique perspective on the intricacies of hiring for the CRO role. He discusses the importance of understanding the specific needs of a company based on its stage of growth and the critical differences between a true CRO and a head of sales.For founders and executives looking to appoint a CRO, this episode offers practical advice on navigating the recruitment process.

Money Life with Chuck Jaffe
First American's Fleming: 'Not pandemic hot, not monetary tightening cold'

Money Life with Chuck Jaffe

Play Episode Listen Later Jan 16, 2024 60:39


Mark Fleming, chief economist at First American, expects the housing market to be better in 2024, and while it won't be as hot as it was during the pandemic nor as cold as it was after that run, "it's not quite right yet either, just better." He says the Federal Reserve's actions -- and he expects three or four rate cuts this year -- will determine just how strong the economy and the housing market are this year. Still, he thinks a downturn for the broad economy could actually help the real estate market. Bryan Armour, director of passive strategies research at Morningstar, discusses last week's Securities and Exchange Commission approval of spot bitcoin ETFs, and how investors should size up the resulting boom of new cryptocurrency funds. In the Market Call, Michael Campagna, senior investment analyst at Moerus Capital Management talks about global deep-value investing.

HPC Daily Devotionals
Lamentations 3:21-23

HPC Daily Devotionals

Play Episode Listen Later Sep 1, 2023 5:46


Michael Campagna Yet I still dare to hope when I remember this: The faithful love of the Lord never ends! His mercies never cease. Great is his faithfulness; his mercies begin afresh each morning.

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Money Life with Chuck Jaffe
5 stocks that might crater due to overblown 'street earnings'

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 12, 2023 59:25


Kyle Guske, investment analyst at New Constructs, says that while the firm's research shows that 73 percent of companies are overstating their core earnings when adding in one-time events and other factors that are part of what's known as 'street earnings,' he sees five companies with the most overblown numbers as ready for a fall, identifying MGM Resorts, PG and E Corp, Boston Scientific, Fiserv and PPL Corp. Bruce Kelly, senior columnist at  InvestmentNews, discusses the latest lawsuit facing financial guru Dave Ramsey, over recommendations about a time-share workout firm that did not, well, work out, deep-value investor Michael Campagna of Moerus Capital in the Market Call, and Chuck talks about the sneaky but necessary path a fund company took to get shareholders -- himself included -- to vote their proxy.

Money Life with Chuck Jaffe
Vanguard's Dickson: For most investors, 60-40 remains the answer

Money Life with Chuck Jaffe

Play Episode Listen Later Apr 28, 2023 86:50


It's the third and final day of interviews from the Morningstar Investment Conference in Chicago, and Joel Dickson, global head of advice methodology at Vanguard, carries the dicussion on the classic 60-40 portfolio further -- rivaling Catherine LeGraw from GMO who you heard on Thursday's show -- saying that the classic stock-bonds mix remains the most simple, straightforward, cost-effective solution for investors who can ride out the bumps and bruises along the way. But he's the closer on a show that starts with Super Mario -- Mario Gabelli of the Gabelli Funds -- returning for The NAVigator to discuss his long-time love for closed-end fund investing. Plus, Chuck chats with Wade Pfau, a leading authority on annuities, reverse mortgages and structured income products, Tara York of the alternatives platform Luma Financial Technologies, Morningstar's director of personal finance Christine Benz, ETF product specialist Nick Elward of Natixis Investment Managers, and global deep-value investor Michael Campagna of Moerus Capital.

HPC Daily Devotionals
Exodus 3:11-12

HPC Daily Devotionals

Play Episode Listen Later Apr 27, 2023 5:25


Michael Campagna But Moses protested to God, “Who am I to appear before Pharaoh? Who am I to lead the people of Israel out of Egypt?” God answered, “I will be with you.”

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Money Life with Chuck Jaffe
Calamos' Freund: 'Epically bad' start to year does not portend a crash

Money Life with Chuck Jaffe

Play Episode Listen Later Oct 27, 2022 58:36


Matt Freund, co-chief investment officer at Calamos Investments, says that the market has taken the pain of higher rates but is watching that work its way through the economy and corporate earnings while facing wildcards like Covid-19, war in Ukraine and more that could extend current troubles. Still, despite an "epically bad" start to the year for the bond market -- coupled with hard times in equities -- Freund says that it is "not a foregone conclusion" that what lies ahead is a crash, and he expects the downturn to pass from here with a more limited amount of financial pain. Also on the show, Tom Lydon, vice-chairman at VettaFi, focuses on free cash-flow and quality domestic companies with his pick for "ETF of the Week," and Michael Campagna, senior investment analyst at Moerus Capital Management returns to the Market Call to discuss deep-value investing and just how messy he is willing to get in a market where the global valuation picture has been changing rapidly.  

Money Life with Chuck Jaffe
Investors are entering the market's 'most interesting, terrifying exciting period'

Money Life with Chuck Jaffe

Play Episode Listen Later May 19, 2022 79:29


David Snowball, founder of MutualFundObserver.com, says that the current market conditions are challenging investors to make sure they have a handle on what they own and why they own it, because they can't depend on the Federal Reserve to manage a soft landing to current economic challenges. It's one of many highlights as Money Life wraps up its coverage from the Morningstar Investment Conference with more pushback to T. Rowe Price manager David Giroux's Day One comments about the perils and follies of international investing coming from Andrew Foster of the Seafarer Funds and Michael Campagna from Moerus Capital. Also on the show, bond fund manager Janet Rilling from Allspring Global and Fidelity's Sammy Simnegar of Fidelity International Capital Appreciation and Fidelity Magellan. Plus Tom Lydon revisits last week's inflation-driven choice by making a stagflation play his ETF of the Week.

Money Life with Chuck Jaffe
Research Affiliates' Li: Market faces 'risk of negative returns' later in 2023

Money Life with Chuck Jaffe

Play Episode Listen Later Nov 18, 2021 59:30


FeiFei Li, head of equities at Research Affiliates,  says that any negative shock to the market could cause a 'very big correction,' but even without that kind of surprise events, she says that 'the market is facing a risk of delivering negative returns in the second half of 2022.' Despite the changing environment, Li is bullish on value investing moving forward, saying it should come to the fore as the market struggles. In the Market Call, Michael Campagna, senior investment analyst at Moerus Capital Management, talks about global deep-value investing and the trouble some companies and industries must get into in order to be undervalued in today's market conditions; and with the ETF of the Week, Tom Lydon of ETFTrends.com explores a new, leveraged trend play in a narrow industry that's not for the faint of heart.

Money Life with Chuck Jaffe
Schuster: Thumbs up for the IPO market in 2019

Money Life with Chuck Jaffe

Play Episode Listen Later Sep 19, 2019 62:00


Josef Schuster, founder of IPOX Schuster -- which tracks the market for initial-public offerings -- said that the IPO market in 2019 has held up, with start-up numbers generally being similar to a year ago and then pushed beyond those levels thanks to the debut of Uber. Also on the show, Tom Lydon of ETFTrends.com discusses palladium with his ETF of the Week, John Sweeney of Figure Technologies chats about how much money Americans are overpaying -- more than $100 billion -- by not playing interest rates properly, and value manager Michael Campagna or Moerus Capital talks stocks around the world in the Market Call.

Money Life with Chuck Jaffe
Simpler Trading's Shay:The market will break after FANG earnings next week

Money Life with Chuck Jaffe

Play Episode Listen Later Apr 19, 2019 58:14


Danielle Shay, director of options at SimplerTrading.com, said the market is in 'Hurry up and wait mode' over next week's release of earnings for the FANG stocks plus Microsoft, noting that she expects the flat market to break out once those big names release their numbers. That breakout could lead to new highs, but Shay said she expects the market to settle and re-test lows before really moving on later in the year. Also on the show, Michael Campagna of Moerus Capital Management talks value investing around the world in current market conditions, Rob Scheinerman of AIG Retirement Services covers new data on consumers planning to live and make their finances last to age 100, and Peter Tuz of Chase Investment Counsel talks growth stocks in the Market Call.

Healing Place Church
Underground - Spiritual Warfare

Healing Place Church

Play Episode Listen Later Sep 5, 2018 58:57


Ps. Terry Olivier & Ps. Michael Campagna

Healing Place Church
Underground - Spiritual Warfare

Healing Place Church

Play Episode Listen Later Sep 5, 2018 58:57


Ps. Terry Olivier & Ps. Michael Campagna

Healing Place Marriage & Family
Destressing The Holidays Part 2 - Ps. Michael Campagna & Ps. Gered Lambert

Healing Place Marriage & Family

Play Episode Listen Later Dec 24, 2015 20:17


Episode #14 - The National Institute of Health reports that 45% of Americans DREAD some aspect of the holidays. This is a very stressful time of the year for individuals and families. On today's episode, Michael & Gered begin Part 2 of a 2 Part Series on "Destressing The Holidays." They summarize last weeks discussion about some sources of holiday stress and ways to reduce holiday stress. Finally, Michael and Gered share what came out of their "Homework", A.K.A., their discussions with their wives concerning a vision for their families during the holidays. There are no experts on today's episode. So let's learn together and grow together on this episode of The Healing Place Marriage & Family Podcast.

Healing Place Marriage & Family
Destressing The Holidays Part 1 - Ps. Michael Campagna & Ps. Gered Lambert

Healing Place Marriage & Family

Play Episode Listen Later Dec 16, 2015 25:47


Episode #13 - The National Institute of Health reports that 45% of Americans DREAD some aspect of the holidays. This is a very stressful time of the year for individuals and families. On today's episode, Michael & Gered discuss sources of holiday stress and ways to reduce holiday stress. - Why are the holidays such a stressful time? - What steps can we take to maintain focus on the true meaning of the holidays? There are no experts on today's episode. So let's learn together and grow together on this episode of The Healing Place Marriage & Family Podcast.

SPECIAL SPEAKERS
Brian Houston - MORNING WORSHIP

SPECIAL SPEAKERS

Play Episode Listen Later Mar 16, 2014 52:03


Enjoy the creative music of worship and praise with Ireland's own Brian Houston, who along with Shake Anderson, Jeff Crane and Michael Campagna bring wonderful blessing to the Lord and His people.

WORSHIP CHANNEL
Brian Houston - MORNING WORSHIP

WORSHIP CHANNEL

Play Episode Listen Later Mar 16, 2014 52:03


Enjoy the creative music of worship and praise with Ireland's own Brian Houston, who along with Shake Anderson, Jeff Crane and Michael Campagna bring wonderful blessing to the Lord and His people.