Podcasts about point view wealth management

David Dietze is the founder, President and Chief Investment Strategist at Point View Wealth Management, Inc. Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank, managing over $7 billion, primarily in separately managed accounts. Point View provides fee only independent customized portfolio management services. Using extensive research and sound investment principle, we strive to produce superior returns for our clients in a way that accords with their individual goals and risk tolerances. We do this by constructing a comprehensive investment strategy, using the appropriate combination of stocks, bonds and mutual funds for each client. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/XsDx6xqixqE

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU, provides a coronavirus and vaccine update. Bloomberg News Finance Reporter Jenny Surane talks about Citi’s CEO saying that long-term productivity may suffer with remote work. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Host: Carol Massar and Tim Stenovec. Producer: Doni Holloway.

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU, provides a coronavirus and vaccine update. Bloomberg News Finance Reporter Jenny Surane talks about Citi's CEO saying that long-term productivity may suffer with remote work. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Host: Carol Massar and Tim Stenovec. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We set the Businessweek Agenda with Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams and Bloomberg Stocks Editor Dave Wilson. Dr. Penny Wheeler, President and CEO at Allina Health, provides an update on coronavirus outbreaks in the Midwest. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Legal Reporter David Yaffe-Bellany talk about the story “Biggest Legal Battle of Pandemic Will Decide If Insurance Pays.” Iona College Professor and Bloomberg News Political Contributor Jeanne Zaino shares an update on the campaign trail. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management.   Host: Carol Massar. Producer: Doni Holloway. 

We set the Businessweek Agenda with Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams and Bloomberg Stocks Editor Dave Wilson. Dr. Penny Wheeler, President and CEO at Allina Health, provides an update on coronavirus outbreaks in the Midwest. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Legal Reporter David Yaffe-Bellany talk about the story “Biggest Legal Battle of Pandemic Will Decide If Insurance Pays.” Iona College Professor and Bloomberg News Political Contributor Jeanne Zaino shares an update on the campaign trail. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management.   Host: Carol Massar. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Federal Reserve left interest rates near zero and signaled it would hold them there through at least 2023 to help the U.S. economy recover from the coronavirus pandemic. Discussing the news is Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg Stocks Editor Dave Wilson, Steven Skancke, Chief Economic Advisor at Keel Point, Jeffrey Cleveland, Chief Economist at Payden & Rygel, Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva and David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Federal Reserve left interest rates near zero and signaled it would hold them there through at least 2023 to help the U.S. economy recover from the coronavirus pandemic. Discussing the news is Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg Stocks Editor Dave Wilson, Steven Skancke, Chief Economic Advisor at Keel Point, Jeffrey Cleveland, Chief Economist at Payden & Rygel, Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva and David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Dr. William Yates, Founder of Yates Enterprises, discusses creating temperature scanning devices for U.S. schools. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Markets and ETF Reporter Claire Ballentine share their insight on what a coronavirus vaccine could do to markets. We get Businessweek Economics with Ali Wolf, Chief Economist at Meyers Research. She talks about housing starts and provides her overall economic outlook. We get the Businessweek Small Business Survival Guide with Bloomberg News Editor Dimitra Kessenides and Digital Motors CEO Andreas Hinrichs. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Corrects guest pronoun.

Dr. William Yates, Founder of Yates Enterprises, discusses creating temperature scanning devices for U.S. schools. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Markets and ETF Reporter Claire Ballentine share their insight on what a coronavirus vaccine could do to markets. We get Businessweek Economics with Ali Wolf, Chief Economist at Meyers Research. She talks about housing starts and provides her overall economic outlook. We get the Businessweek Small Business Survival Guide with Bloomberg News Editor Dimitra Kessenides and Digital Motors CEO Andreas Hinrichs. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Corrects guest pronoun. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Richard Webby, Infectious Diseases Expert at St. Jude Children’s Hospital, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Columnist Joe Nocera discuss the NCAA not dropping its fight to curb pay for student athletes. Bloomberg New Economy Editorial Director Andy Browne shares his insight on the “Chimera that was ‘Chimerica’.” And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. 

Dr. Richard Webby, Infectious Diseases Expert at St. Jude Children's Hospital, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Columnist Joe Nocera discuss the NCAA not dropping its fight to curb pay for student athletes. Bloomberg New Economy Editorial Director Andy Browne shares his insight on the “Chimera that was ‘Chimerica'.” And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Seth Lederman, CEO of Tonix Pharmaceuticals, discusses working to manufacture a COVID-19 vaccine for clinical trial supply. Bloomberg News Vancouver Bureau Chief Natalie Obiko Pearson shares her insight on Shopify enjoying a big moment and and the company's hopes that it will last. Bloomberg News Editor Dimitra Kessenides joins with the Businessweek Small Business Survival Guide, along with Iyesata Marsh, Owner of Studio Phenomenon hair salon. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Seth Lederman, CEO of Tonix Pharmaceuticals, discusses working to manufacture a COVID-19 vaccine for clinical trial supply. Bloomberg News Vancouver Bureau Chief Natalie Obiko Pearson shares her insight on Shopify enjoying a big moment and and the company's hopes that it will last. Bloomberg News Editor Dimitra Kessenides joins with the Businessweek Small Business Survival Guide, along with Iyesata Marsh, Owner of Studio Phenomenon hair salon. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. 

Dr. Rod Hochman, President and CEO of Providence Health, provides a coronavirus update. Bloomberg News Chief Washington Correspondent Kevin Cirilli discusses the government's latest stimulus efforts. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Projects and Investigations Reporter Susan Berfield walk through similarities between the spotlight on essential works in the coal strike of 1902 and today's pandemic. We also hear about Susan's book, “The Hour of Fate.” Bloomberg New Economy Editorial Director Andy Browne shares insight from his column “Trump's Depression Starts With China.” Bloomberg News Editor Matthew Townsend breaks down his story about expectations of a disappointing holiday season ahead and discusses J. Crew filing for Chapter 11 bankruptcy. And we Drive to the Close with David Dietze, President and CIO at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Rod Hochman, President and CEO of Providence Health, provides a coronavirus update. Bloomberg News Chief Washington Correspondent Kevin Cirilli discusses the government’s latest stimulus efforts. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Projects and Investigations Reporter Susan Berfield walk through similarities between the spotlight on essential works in the coal strike of 1902 and today’s pandemic. We also hear about Susan’s book, “The Hour of Fate.” Bloomberg New Economy Editorial Director Andy Browne shares insight from his column “Trump’s Depression Starts With China.” Bloomberg News Editor Matthew Townsend breaks down his story about expectations of a disappointing holiday season ahead and discusses J. Crew filing for Chapter 11 bankruptcy. And we Drive to the Close with David Dietze, President and CIO at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. 

We get the Businessweek Agenda with Bloomberg News Cross Asset Reporter Sarah Ponczek and Bloomberg Stocks Editor Dave Wilson. Dr. Rhonda Medows, President at Population Health Management at Providence St. Joseph Health, discusses the coronavirus outbreak and the conditions of hospitals on the front lines.. Bloomberg News Finance Reporter Michelle Davis walks through how Wall Street is quietly telling companies not to draw their loans. Bloomberg Businessweek Editor Silvia Killingsworth and Businessweek Freelance Writer Mary Pilon provide their insight on fitness studios reducing to a staff of one to save their businesses. Andy Browne, Bloomberg New Economy Editorial Director, talks about why Africa and the Mideast are on the verge of catastrophe. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We get the Businessweek Agenda with Bloomberg News Cross Asset Reporter Sarah Ponczek and Bloomberg Stocks Editor Dave Wilson. Dr. Rhonda Medows, President at Population Health Management at Providence St. Joseph Health, discusses the coronavirus outbreak and the conditions of hospitals on the front lines.. Bloomberg News Finance Reporter Michelle Davis walks through how Wall Street is quietly telling companies not to draw their loans. Bloomberg Businessweek Editor Silvia Killingsworth and Businessweek Freelance Writer Mary Pilon provide their insight on fitness studios reducing to a staff of one to save their businesses. Andy Browne, Bloomberg New Economy Editorial Director, talks about why Africa and the Mideast are on the verge of catastrophe. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Bloomberg News Political Reporter Ryan Teague Beckwith discusses the ripple effect the Iowa caucus turmoil will have on the rest of the Democratic race for President. Dr. Jennifer Nuzzo, Senior Scholar at Johns Hopkins Center for Health Security, talks about the danger of travel bans in the fight to stop the coronavirus. Bloomberg Businessweek Editor Joel Weber and Bloomberg News P&I Reporter Drake Bennett share their insight on ransomware and the dark web. Bloomberg Opinion Columnist Brooke Sutherland explains why the consumer economy continues to shrug off industry woes. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News Political Reporter Ryan Teague Beckwith discusses the ripple effect the Iowa caucus turmoil will have on the rest of the Democratic race for President. Dr. Jennifer Nuzzo, Senior Scholar at Johns Hopkins Center for Health Security, talks about the danger of travel bans in the fight to stop the coronavirus. Bloomberg Businessweek Editor Joel Weber and Bloomberg News P&I Reporter Drake Bennett share their insight on ransomware and the dark web. Bloomberg Opinion Columnist Brooke Sutherland explains why the consumer economy continues to shrug off industry woes. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting oil markets. Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook, Brexit and the global economy. Karen Ubelhart, Senior Industrial Analyst for Bloomberg Intelligence, on Caterpillar earnings.

Bloomberg News State Department Reporter Nick Wadhams discusses his story: U.S. saying airstrike against Iranian thwarted ‘imminent attack'. Michael Rea, CEO at Rx Savings Solutions, talks about the outlook for prescription drug pricing. Sheryl Connelly, Ford's Chief Futurist, breaks down a 2020 Global Trend Report. Bloomberg News Real Estate Reporter Oshrat Carmiel shares her insight on Manhattan home sales declining. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News State Department Reporter Nick Wadhams discusses his story: U.S. saying airstrike against Iranian thwarted ‘imminent attack’. Michael Rea, CEO at Rx Savings Solutions, talks about the outlook for prescription drug pricing. Sheryl Connelly, Ford’s Chief Futurist, breaks down a 2020 Global Trend Report. Bloomberg News Real Estate Reporter Oshrat Carmiel shares her insight on Manhattan home sales declining. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Doni Holloway.

In this episode, David is President and Chief Investment Strategist of Point View Wealth Management, Inc., provides investing advice for entrepreneurs. David's firm is an SEC registered investment advisor, which he founded in 1993. He’s also a Chartered Financial Analyst (CFA®), a Certified Financial Planner (CFP®), and has practiced law for many years. David is a much sought out resource for the media, including Bloomberg, CNBC, Fox, The Wall Street Journal, The New York Times, LA Times, Forbes, U. S. News and World Report, Investor’s Business Daily, and The Star-Ledger. You can visit his website to find out more:http://www.ptview.com/david/ Featured Pitch Presenters: Angelyn Myers with My Buddy Towel, the onesie towel for kids at https://www.mybuddytowel.com/ Kenneth M. Douglas with Flame, Firefighters League of Activities, Mentoring and Education at http://flamegroup.org/ Michael Zahabian with Luffoliate, the shower back scrubber, at https://luffoliate.com/. Visit https://passagetoprofitshow.com/ for updates and the current pitch contest.

In this episode, David is President and Chief Investment Strategist of Point View Wealth Management, Inc., provides investing advice for entrepreneurs. David's firm is an SEC registered investment advisor, which he founded in 1993. He’s also a Chartered Financial Analyst (CFA®), a Certified Financial Planner (CFP®), and has practiced law for many years. David is a much sought out resource for the media, including Bloomberg, CNBC, Fox, The Wall Street Journal, The New York Times, LA Times, Forbes, U. S. News and World Report, Investor’s Business Daily, and The Star-Ledger. You can visit his website to find out more:http://www.ptview.com/david/ Featured Pitch Presenters: Angelyn Myers with My Buddy Towel, the onesie towel for kids at https://www.mybuddytowel.com/ Kenneth M. Douglas with Flame, Firefighters League of Activities, Mentoring and Education at http://flamegroup.org/ Michael Zahabian with Luffoliate, the shower back scrubber, at https://luffoliate.com/. Visit https://passagetoprofitshow.com/ for updates and the current pitch contest.

Bloomberg Opinion Retail Columnist Sarah Halzack talks about why true Black Friday shopping can't be had online. Bloomberg Intelligence Industrials Analyst Christopher Ciolino discusses Deere earnings. Bloomberg Intelligence Industrials Analyst Christopher Ciolino on Deere earnings. Erika Karp, CEO of Cornerstone Capital Group, walks through ESG Investing. Bloomberg Businessweek National Correspondent Josh Green shares the story of Democratic strategist Tara McGowan's Courier Newsroom and efforts to micro target voters. Bloomberg News U.S. Consumer Reporter Donald Moore shares insight on the return of Toys ‘R' Us. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Opinion Retail Columnist Sarah Halzack talks about why true Black Friday shopping can't be had online. Bloomberg Intelligence Industrials Analyst Christopher Ciolino discusses Deere earnings. Bloomberg Intelligence Industrials Analyst Christopher Ciolino on Deere earnings. Erika Karp, CEO of Cornerstone Capital Group, walks through ESG Investing. Bloomberg Businessweek National Correspondent Josh Green shares the story of Democratic strategist Tara McGowan’s Courier Newsroom and efforts to micro target voters. Bloomberg News U.S. Consumer Reporter Donald Moore shares insight on the return of Toys ‘R’ Us. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Federal Reserve officials reduced interest rates by a quarter-percentage point for the third time this year and hinted they may now put monetary policy on hold, for one meeting at least. Discussing it are: Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg News Stocks Editor Dave Wilson, Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, Steve Blitz, Chief U.S. Economist at TS Lombard, Bloomberg News Bond Reporter Alex Harris, and Josh Wright, Chief Economist at iCIMS. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Federal Reserve officials reduced interest rates by a quarter-percentage point for the third time this year and hinted they may now put monetary policy on hold, for one meeting at least. Discussing it are: Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg News Stocks Editor Dave Wilson, Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, Steve Blitz, Chief U.S. Economist at TS Lombard, Bloomberg News Bond Reporter Alex Harris, and Josh Wright, Chief Economist at iCIMS. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Josh Capon, Executive Chef at Lure Fishbar, discusses feeding fans and players at U.S. Open. Elizabeth O'Brien, Program Director of Worldwide Sports & Entertainment Partnerships at IBM, on providing technology solutions for the U.S. Open. Lew Sherr, USTA Chief Revenue Officer, talks about the importance of experiences at the U.S. Open. Jon Wertheim, Executive Editor at Sports Illustrated, shares his thoughts on the Open, including the phenomenon Coco Gauff. NBA Champion Kobe Bryant talks about his new book about tennis. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Josh Capon, Executive Chef at Lure Fishbar, discusses feeding fans and players at U.S. Open. Elizabeth O'Brien, Program Director of Worldwide Sports & Entertainment Partnerships at IBM, on providing technology solutions for the U.S. Open. Lew Sherr, USTA Chief Revenue Officer, talks about the importance of experiences at the U.S. Open. Jon Wertheim, Executive Editor at Sports Illustrated, shares his thoughts on the Open, including the phenomenon Coco Gauff. NBA Champion Kobe Bryant talks about his new book about tennis. And we Drive to the Close with David Dietze, President at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan. 

Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, on why markets aren't falling out of bed. Carl Bialik, Data Science Editor for Yelp, on the Yelp Economic Average, which provides an in-depth view of local business trends in cities across the US. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the DOJ wanting T-Mobile and Sprint to create a new competitor as part of their merger. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga

Matt Townsend, Bloomberg Global Business Reporter, and Sarah McGregor, Bloomberg News U.S. Economic Policy Team Leader, discuss U.S. corporations trying to plan for trade tariffs. Scott Galloway, Professor of Marketing at NYU Stern School of Business, talks about his book "The Algebra of Happiness” and why he thinks tech companies like Facebook and Amazon should be broken up. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Finance Editor Pat Regnier explain why computer models won't beat the stock market anytime soon. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Matt Townsend, Bloomberg Global Business Reporter, and Sarah McGregor, Bloomberg News U.S. Economic Policy Team Leader, discuss U.S. corporations trying to plan for trade tariffs. Scott Galloway, Professor of Marketing at NYU Stern School of Business, talks about his book "The Algebra of Happiness” and why he thinks tech companies like Facebook and Amazon should be broken up. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Finance Editor Pat Regnier explain why computer models won't beat the stock market anytime soon. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, and  Peggy Collins, U.S. Investing team leader, on the annual Berkshire Hathaway meeting and Buffett taking a stake in Amazon. Kristina Hooper, Chief Global Market Strategist at Invesco, on jobs data, central banks, and how different global elections and events could rattle markets. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Fed pick Moore dropping out, the state of the White House and AG Barr.  Hosted by Lisa Abramowicz and Paul Sweeney. 

June Grasso, Bloomberg News Legal Analyst, and Anna Edgerton, Bloomberg News Congressional Reporter, break down the details of special counsel Robert Mueller’s Russia probe. Phil Buchanan, President of the Center for Effective Philanthropy, discusses his book "Giving Done Right: Effective Philanthropy and Making Every Dollar Count." Blackstone CEO Stephen Schwarzman shares his outlook for the private equity environment and plans to convert to a corporation, Bloomberg News Private Equity Reporter Heather Perlberg follows up with analysis of Schwarzman’s comments. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Economics Editor Cristina Lindblad, discuss the Businessweek cover story on whether inflation is dead. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

June Grasso, Bloomberg News Legal Analyst, and Anna Edgerton, Bloomberg News Congressional Reporter, break down the details of special counsel Robert Mueller's Russia probe. Phil Buchanan, President of the Center for Effective Philanthropy, discusses his book "Giving Done Right: Effective Philanthropy and Making Every Dollar Count." Blackstone CEO Stephen Schwarzman shares his outlook for the private equity environment and plans to convert to a corporation, Bloomberg News Private Equity Reporter Heather Perlberg follows up with analysis of Schwarzman's comments. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Economics Editor Cristina Lindblad, discuss the Businessweek cover story on whether inflation is dead. And we Drive to the Close with David Dietze, President and Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Management, discussing markets and investing. Also joining in on the conversation is Adam Tempkin, reporter covering structured finance for the Bloomberg credit team, on his recent story "Inflated Credit Scores Leave Investors in the Dark on Real Risks". Also, we have Maggie Johndrow, Financial Advisor and Founder of Johndrow Wealth Management, on new tax law changes around alimony and child support, as the April 15th tax deadline approaches. Hosts: Lisa Abramowicz and Paul Sweeney

Anand Srinivasan, Bloomberg Intelligence Semiconductor Analyst, discusses Nvidia agreeing to buy chipmaker Mellanox Technologies for $6.9 billion, gaining expertise to help it push into the growing market for data center components. Jim Ellis, Bloomberg Businessweek Assistant Managing Editor, explains why some airlines have grounded Boeing's 737 Max jetliner following a second deadly crash. Booking Holdings CEO Glenn Fogel joins us for another edition of Businessweek Talks. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Markets Reporter Ye Xie break down why it may be time to bid adieu to the golden era of FAANG stocks. And we Drive to the Close of markets with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Anand Srinivasan, Bloomberg Intelligence Semiconductor Analyst, discusses Nvidia agreeing to buy chipmaker Mellanox Technologies for $6.9 billion, gaining expertise to help it push into the growing market for data center components. Jim Ellis, Bloomberg Businessweek Assistant Managing Editor, explains why some airlines have grounded Boeing's 737 Max jetliner following a second deadly crash. Booking Holdings CEO Glenn Fogel joins us for another edition of Businessweek Talks. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Markets Reporter Ye Xie break down why it may be time to bid adieu to the golden era of FAANG stocks. And we Drive to the Close of markets with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

It’s earnings season… and I welcome back great friend and respected analyst John Petrides, managing director and portfolio manager at Point View Wealth Management. He’s been analyzing the markets for over 15 years.   In this interview, John covers an array of topics, including the biggest risks to your portfolio this year… what sectors you should have exposure to… and his top 10 stocks that will outperform the markets in 2019.   And… It’s official. Next week, we make history here at Curzio Research by launching the first-ever digital security offering in the financial newsletter industry.   I explain why I’m so passionate about this industry… and exactly how we plan to grow into one of the largest financial newsletter companies in America.   In my educational segment [51:08], I share some thoughts on last night’s State of The Union address. And I’m not talking politics… I’m talking about the impact it will have on every single investor across America.

Gene Munster, Co-Founder at Loup Ventures discusses why he is still positive on Apple after the company cut its revenue outlook for the first time in almost two decades. Brian Skorney, Biotech Analyst at Baird, breaks down Bristol-Myers Squibb’s $74 billion acquisition of drug maker Celgene. Neil Weinberg, Bloomberg News Senior Projects & Investigations Reporter, shares his story in Businessweek Magazine about the NRA pushing their pro-gun agenda abroad. Vinny Catalano, CIO at Redmount Capital Partners, talks about seeing a market correction without a recession coming. And We Drive to the Close of Markets with David Dietze, Chief Investment Strategist at Point View Wealth Management.    Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Gene Munster, Co-Founder at Loup Ventures discusses why he is still positive on Apple after the company cut its revenue outlook for the first time in almost two decades. Brian Skorney, Biotech Analyst at Baird, breaks down Bristol-Myers Squibb's $74 billion acquisition of drug maker Celgene. Neil Weinberg, Bloomberg News Senior Projects & Investigations Reporter, shares his story in Businessweek Magazine about the NRA pushing their pro-gun agenda abroad. Vinny Catalano, CIO at Redmount Capital Partners, talks about seeing a market correction without a recession coming. And We Drive to the Close of Markets with David Dietze, Chief Investment Strategist at Point View Wealth Management.    Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Vijay Advani, CEO at Nuveen, explains why more investors are demanding responsible investing. Jim McVeigh, CEO at Cyndx, discusses providing data to connect the right transaction to right investor. Shawn Donnan, Bloomberg News Senior Trade Reporter and Rui Zhong, Program Assistant at The Wilson Center, break down the U.S. and China agreeing to a temporary trade truce. Katia Porzecanski, Bloomberg News Investing Reporter, shares how Wall Street men are afraid to interact with women in certain situations over “Me Too” fears. And we Drive to the Close of markets with David Dietze, Chief Investment Strategist at Point View Wealth Management.Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Vijay Advani, CEO at Nuveen, explains why more investors are demanding responsible investing. Jim McVeigh, CEO at Cyndx, discusses providing data to connect the right transaction to right investor. Shawn Donnan, Bloomberg News Senior Trade Reporter and Rui Zhong, Program Assistant at The Wilson Center, break down the U.S. and China agreeing to a temporary trade truce. Katia Porzecanski, Bloomberg News Investing Reporter, shares how Wall Street men are afraid to interact with women in certain situations over “Me Too” fears. And we Drive to the Close of markets with David Dietze, Chief Investment Strategist at Point View Wealth Management.Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Josh Wright, Chief Economist at iCIMS, breaks down the Federal Reserve decision not to raise interest rates but seeing further gradual increases. John Moninger, Managing Director at Eaton Vance, shares the results of the ATOMIX survey gauging financial advisor sentiment. Michael Moore, Bloomberg News Finance Team Leader, discusses news that Goldman’s Lloyd Blankfein is said to have been in a 1MDB meeting in 2009. Businessweek Magazine National Correspondent Josh Green discusses his cover story “The GOP Weaponized the House, Democrats Will Aim it at Trump.” And we Drive to the Close of the market with David Dietze, Chief Investment Strategist at Point View Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Josh Wright, Chief Economist at iCIMS, breaks down the Federal Reserve decision not to raise interest rates but seeing further gradual increases. John Moninger, Managing Director at Eaton Vance, shares the results of the ATOMIX survey gauging financial advisor sentiment. Michael Moore, Bloomberg News Finance Team Leader, discusses news that Goldman's Lloyd Blankfein is said to have been in a 1MDB meeting in 2009. Businessweek Magazine National Correspondent Josh Green discusses his cover story “The GOP Weaponized the House, Democrats Will Aim it at Trump.” And we Drive to the Close of the market with David Dietze, Chief Investment Strategist at Point View Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Jessop, Head of Corporate Business Development and Digital Assets at Fidelity Investments, discusses jumping into the emerging cryptocurrency arena with a new business to manage digital assets for hedge funds, family offices and trading firms. Greg Portell, Partner at A.T. Kearney, talks about business opportunities for legalized cannabis. Burt Flickinger, Managing Director at Strategic Resource Group, breaks down how Sears wound up filing for bankruptcy. And we Drive to the Close of the market with David Dietze, President and Chief Investment Strategist at Point View Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Jessop, Head of Corporate Business Development and Digital Assets at Fidelity Investments, discusses jumping into the emerging cryptocurrency arena with a new business to manage digital assets for hedge funds, family offices and trading firms. Greg Portell, Partner at A.T. Kearney, talks about business opportunities for legalized cannabis. Burt Flickinger, Managing Director at Strategic Resource Group, breaks down how Sears wound up filing for bankruptcy. And we Drive to the Close of the market with David Dietze, President and Chief Investment Strategist at Point View Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Sridhar Natarajan, Bloomberg News Finance Reporter, and Alison Williams, Bloomberg Intelligence Senior Financial Analyst, discuss Goldman Sachs promoting Dan Dees as their new investment banking head. Dario Gil, Chief Operating Officer at IBM Research, explains how to break open the “black box” of Artificial Intelligence. Brooks Tingle, CEO at John Hancock Insurance, and John Hancock CEO Marianne Harrison, talk about behavioral insurance that promotes shared value. Brandon Kochkodin, Bloomberg News Reporter, discusses how the massive surge in pot stock Tilray has delivered a multibillion dollar windfall for Peter Thiel.And we Drive to the Close of the market with David Dietze, President at Point View Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Sridhar Natarajan, Bloomberg News Finance Reporter, and Alison Williams, Bloomberg Intelligence Senior Financial Analyst, discuss Goldman Sachs promoting Dan Dees as their new investment banking head. Dario Gil, Chief Operating Officer at IBM Research, explains how to break open the “black box” of Artificial Intelligence. Brooks Tingle, CEO at John Hancock Insurance, and John Hancock CEO Marianne Harrison, talk about behavioral insurance that promotes shared value. Brandon Kochkodin, Bloomberg News Reporter, discusses how the massive surge in pot stock Tilray has delivered a multibillion dollar windfall for Peter Thiel.And we Drive to the Close of the market with David Dietze, President at Point View Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.

Holly Froum, Bloomberg Intelligence Consumer and Industrial Litigation Analyst, andCharles Whitehead, Professor at Cornell Law School, discuss the risks of Tesla going private and how the board should handle CEO Elon Musk. Zach Gast, Global Head of Research at CFRA, explores President Trump asking the SEC to study the idea of companies reporting earnings every six-months rather than quarterly. Scott Grimes, CEO at Cardlytics, and Jenny Surane, Bloomberg News Finance Reporter, talk about how banks use personal data for marketing. And we Drive to the Close of the market with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Holly Froum, Bloomberg Intelligence Consumer and Industrial Litigation Analyst, andCharles Whitehead, Professor at Cornell Law School, discuss the risks of Tesla going private and how the board should handle CEO Elon Musk. Zach Gast, Global Head of Research at CFRA, explores President Trump asking the SEC to study the idea of companies reporting earnings every six-months rather than quarterly. Scott Grimes, CEO at Cardlytics, and Jenny Surane, Bloomberg News Finance Reporter, talk about how banks use personal data for marketing. And we Drive to the Close of the market with David Dietze, Chief Investment Strategist at Point View Wealth Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan 

Carol and her new co-host Jason Kelly speak to Peter Tchir, Head of Macro Strategy at Academy Securities and General Anthony Tata, Advisory Board Member at Academy Securities, about the Turkey currency crisis and possible contagion. Liz Capo McCormick, Bloomberg News Reporter, explains how women who want to manage money seem to be having better luck doing it someplace other than Wall Street. Shira Ovide, Bloomberg Opinion Technology Columnist, on her Bloomberg Businessweek story about Amazon capturing 5% of American retail spending. Elad Gil, Co-Founder & Chairman of Color Genomics, discusses his book "High Growth Handbook" on the world of startups. And we Drive to the Close with John Petrides, Managing Director at Point View Wealth Management.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol and her new co-host Jason Kelly speak to Peter Tchir, Head of Macro Strategy at Academy Securities and General Anthony Tata, Advisory Board Member at Academy Securities, about the Turkey currency crisis and possible contagion. Liz Capo McCormick, Bloomberg News Reporter, explains how women who want to manage money seem to be having better luck doing it someplace other than Wall Street. Shira Ovide, Bloomberg Opinion Technology Columnist, on her Bloomberg Businessweek story about Amazon capturing 5% of American retail spending. Elad Gil, Co-Founder & Chairman of Color Genomics, discusses his book "High Growth Handbook" on the world of startups. And we Drive to the Close with John Petrides, Managing Director at Point View Wealth Management. 

Carol and her new co-host Jason Kelly speak to Matthew Philips, Bloomberg Businessweek Policy and Politics Editor, about President Trump meeting with European Commission President Jean-Claude Juncker about trade tariffs. Paul Barrett, Deputy Director at NYU Stern School, breaks down combating Russian disinformation. Brett Ewing, Chief Market Strategist at First Franklin Financial, discusses the impact of trade tariffs on the markets and economy. Emma Kinery, Bloomberg News Finance Reporter, on Venmo informing parents about millennials' places and purchases. Jon Erlichman, Anchor of BNN Bloomberg's The Open, explains how Toronto is creating more tech jobs than big U.S. cities. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management.   Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol and her new co-host Jason Kelly speak to Matthew Philips, Bloomberg Businessweek Policy and Politics Editor, about President Trump meeting with European Commission President Jean-Claude Juncker about trade tariffs. Paul Barrett, Deputy Director at NYU Stern School, breaks down combating Russian disinformation. Brett Ewing, Chief Market Strategist at First Franklin Financial, discusses the impact of trade tariffs on the markets and economy. Emma Kinery, Bloomberg News Finance Reporter, on Venmo informing parents about millennials' places and purchases. Jon Erlichman, Anchor of BNN Bloomberg's The Open, explains how Toronto is creating more tech jobs than big U.S. cities. And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management.  

Today’s show is packed full of great information… You’ll want to get a pen ready before listening. I welcome back good friend—and Wall Street Unplugged regular—John Petrides. John is managing director and portfolio manager at Point View Wealth Management. He’s got a phenomenal pulse on the market. Listen as John reveals three critical things to pay attention to during earnings season, which is now underway. And, as always, John gives us a lot of fantastic investing ideas. He highlights the sectors he expects to report blowout earnings… details his prediction of a rotation from asset-light businesses to asset-heavy businesses... and breaks down a “worst-case” scenario you absolutely must keep on your radar. I’m having a great time at the Sprott Natural Resource Symposium. You can expect an incredible update next week on this year’s conference.

Carol is joined by Seema Shah,Bloomberg Intelligence Senior Consumer Analyst, and Hema Parmar,Bloomberg News Retail Reporter, to discuss the impact the U.S. China trade conflict could have on retail and consumers. Bruce Deifik, CEO at Integrated Properties, talks about his $200 million bet on Ocean Resort Casino in Atlantic City. Lara Rhame, Senior Economist at FS Investment and John Petrides, Managing Director at Point View Wealth Management, analyze the impact of the jobs report on the economy and markets. Cynthia Koons, Bloomberg News Health Care Reporter, explains Biogen stock jumping on positive results from an Alzheimer's drug trial. And we Drive to the Close with Cole Smead, Managing Director at Smead Capital Management. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol is joined by Seema Shah,Bloomberg Intelligence Senior Consumer Analyst, and Hema Parmar,Bloomberg News Retail Reporter, to discuss the impact the U.S. China trade conflict could have on retail and consumers. Bruce Deifik, CEO at Integrated Properties, talks about his $200 million bet on Ocean Resort Casino in Atlantic City. Lara Rhame, Senior Economist at FS Investment and John Petrides, Managing Director at Point View Wealth Management, analyze the impact of the jobs report on the economy and markets. Cynthia Koons, Bloomberg News Health Care Reporter, explains Biogen stock jumping on positive results from an Alzheimer's drug trial. And we Drive to the Close with Cole Smead, Managing Director at Smead Capital Management.

Carol speaks to Ellen Wald, President at Transversal Consulting, and Stewart Glickman, Head of Energy Research at CFRA, about OPEC's plans to boost oil output. Gerrit De Vynck, Bloomberg News Technology Reporter, discusses BlackBerry stock taking a hit after investors focused on weak growth in software revenues. Volvo CEO Hakan Samuelsson talks about opening their first American factory near Charleston, SC. Evan Burfield, Co-Founder of 1776, discusses his book "Regulatory Hacking: A Playbook for Startups." And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol speaks to Ellen Wald, President at Transversal Consulting, and Stewart Glickman, Head of Energy Research at CFRA, about OPEC’s plans to boost oil output. Gerrit De Vynck, Bloomberg News Technology Reporter, discusses BlackBerry stock taking a hit after investors focused on weak growth in software revenues. Volvo CEO Hakan Samuelsson talks about opening their first American factory near Charleston, SC. Evan Burfield, Co-Founder of 1776, discusses his book "Regulatory Hacking: A Playbook for Startups." And we Drive to the Close with David Dietze, Chief Investment Strategist at Point View Wealth Management.

David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.

Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and CEO, and Hannah Zachritz, Director of Product & Design, on the company’s 3D printing process for customized footwear, and how one of their engineers completed the Boston Marathon in their flip flop sandals. David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on key takeaways from the Berkshire Hathaway meeting.

Today, we’re going to tackle some of the biggest issues on every investor’s mind: inflation and a potential trade war. First, we’ll consult with John Petrides of Point View Wealth Management. I try to have John on the show at least once a quarter, because he’s incredibly knowledgeable on all areas of the market. John tells us how inflation (specifically, rising wages) could affect stock prices—and why he isn’t worried about an impending “trade war.” He also shares the sectors he likes today... and a few of his favorite stock ideas. Next, I welcome my good friend and 40-year stock market veteran Richard Suttmeier [41:00].   Rich is the best analyst I know when it comes to the federal budget. He explains how the Fed is trying to “unwind” its balance sheet… how its actions could hurt Main Street… and what to expect over the next 12 months.   Rich also reveals which assets he currently likes and which he doesn’t––including one “safe” asset that could soon roll over. Click here to listen. Good investing, Frank Curzio  

Welcome back to another episode of Wall Street Unplugged!   To kickoff the new year, I’m joined by John Petrides – Managing Director and Portfolio Manager at Point View Wealth Management.   Today John looks back at the biggest headlines from 2017… and makes his predictions for the new year ahead.   Topics covered include:   Equity vs. bond and cash markets The return of volatility 3 under-the-radar investor headwinds for 2018 The great FAANG stock rotation   As always, before John signs off he reveals his favorite ideas going forward. Tune in as John offers up his top 3 sectors of 2018... along with a few stocks picks of his own.   Good investing, Frank Curzio PS – For this week's Educational Segment [53:31], I break down the markets most important stats and figures. This is the same data that has lead me to reallocate my entire portfolio for the next 6 to 12 months. I strongly suggest you listen to this segment right away.

Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on why FAANG is getting long in the tooth. Phil Orlando, Chief Equity Strategist at Federated, on why small caps will benefit from the tax bill. Mike Bodson, President and Chief Executive Officer of DTCC (Depository Trust & Clearing Corp.), discusses their report on the biggest risks in the global financial system.

Today's guest is Managing Director at Point View Wealth Management and one of Wall Street Unplugged’s finest, John Petrides. Wall Street benchmarks and sectors are shaking up amid recent fears of North Korea and our nation's ongoing hurricane misfortunes. And as these two major current events develop, John and I discuss where investors should be playing their cards… In other news, the Russell 1000 growth index (IWF) is up over 17% year to date... while the Russell 1000 value index (IWD) has gained 3% since January. Is it finally time to stop chasing growth? Tune in as John breaks down what it takes to be a true value investor. A stock could be down 30... even 50%, but forget it. As John explains, that doesn’t matter. When it comes to value investing, there’s  only one question we must ask ourselves. John then talks Apple. He's one of the few analysts I know that has been dead-right on the stock in recent years. And his analysis couldn’t come at a better time... Apple is set to launch the highly anticipated iPhone 8 in just a couple weeks. John's the type of guest that can bring the conversation in any direction. And today – from geopolitics, oil, and the consumer staples sector to M&A's and mutual funds – he it covers it all. These are conversations you don’t want to miss. Good Investing, Frank Curzio

Welcome to another episode of Wall Street Unplugged. He's back… Managing Director at Point View Wealth Management and Wall Street Unplugged all-time favorite, John Petrides, joins the show once again. And apart from our quarterly routine, jumping from one sector to another, today we're turning all of our focus on one. Just last week, a surprisingly big acquisition took place in the retail sector; Private equity firm Sycamore bought out Staples for $10.25 per share… in a deal valued close to $7 billion. Shares of Staples, which have been on a steady decline for the past decade, finally found some life - after shares surged more than 8% in late session trading. All of which, has got John thinking... Helped along by today’s low interest rate environment, on top of a severely depressed, cheap, and hated retail sector… John’s prediction is that we’re still in the early innings of these takeover deals. On today’s show, we each give away our best guesses at which retailer is next. Including one big-box that just might be Jeff Bezos’s next lunch. You heard it here first. Good Investing, Frank Curzio

Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the WannaCry pandemic. Toluse Olorunnipa, a White House reporter at Bloomberg, talks about reports that White House staff are on the chopping block and U.S. lawmakers are requesting Comey-related tapes. David G. Dietze, the president and chief investment strategist at Point View Wealth Management, discusses the outlook for markets and current investment strategy. Finally, Karen Mills, the former SBA administrator and a senior fellow at Harvard Business School, talks about the need for bipartisan small business legislation and the impact that Dodd-Frank reform could have on small businesses.

Welcome back to another episode of Wall Street Unplugged! To begin the show, and before my guest signs on... I share one of the most underutilized tools in the world of financial research and analysis. They’re called 13F's. Every quarter, all hedge funds and institutional investment managers with over $100 million in qualifying assets are required to report something called a SEC 13F filing. Simply put, these 13F reports disclose what the largest investors in the world are buying and dumping… allowing regular people like you and me to see exactly where the "smart money" is moving. This is the easiest way investors can trade with famous traders like George Soros, Warren Buffett, or John Paulson. And they are publicly available every quarter… in full detail. Breaking down these reports can lead to the market's most interesting trends. And, with nothing to hide, this is where I find a lot of my new investment ideas. Today I share a few examples… Then for this week’s interview, I’m joined by John Petrides – Managing Director and Portfolio Manager at Point View Wealth Management. John is a Wall Street Unplugged regular. From retail and telecom… to infrastructure, healthcare, and financial sectors... Every time John joins the show, he covers it all. And today he starts with earnings season... Thus far, just over 85% of the S&P 500 companies have reported earnings. And about 66% have exceeded analyst expectations. Today, however, we take a closer look at the more important metrics… Earnings growth has reached a 3-year high. And with forward expectations getting dangerously high, John raises all the right questions. We also talk about today's most hated industry… Out of all sectors this earnings season, none performed as poor as retail. Stores like JC Penney, Macy's, and Target have all been crushed this past holiday season. And although shopping trends continue to point online, John and I both agree that the end is nowhere near for department stores. Tune in to hear who we think will survive… To end the interview, John prepares investors for upcoming rate hikes. The fed fund rates are currently sitting at 1.25%. But due to “hawkish” changes coming soon, John expects rates to reach as high as 3% in only 2 years from now. More importantly, John shares with listeners his two favorite sectors going forward in today’s deregulatory environment. And also shares with us 4 international stocks that he considers “buys” today. Then, for my Educational Segment, I cover the fastest growing industry in the world. It has ties with every sector on the planet. However, because it’s still early, this highly talked about sector is a minefield. Join me as I break down the numbers… and show listeners exactly how they can stay one-step ahead of this enormous yet dicey industry.

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.

Welcome back to another episode of Wall Street Unplugged. This week I’m joined by John Petrides – Managing Director and Portfolio Manager at Point View Wealth Management. On today’s episode, John and I look back at the major headlines from 2016. So much has happened… and as a result, we’ve witnessed one of the most volatile years in stock market history. John provides listeners with a step-by-step market review – leading us all the way to today’s rally. Oil prices hit 10-year lows… gold had its best 1st quarter in 30 years… “macro” events like Brexit, and the Election – all have had their place in this years economic roller-coaster. As investors, there are many lessons we must carry-over into the new year. Tune in to hear why John and I are approaching 2017 much differently than last year. Also, It’s about time… The Fed finally raised interest rates – squeezing in one hike in a year that was supposed to have four. What now? As John says, the biggest question lies behind the “language” of the Fed going forward. He explains why investors need to be cautious if interest rates rise faster than expected. Switching gears, John shares with us the biggest post-election headwind for several S&P 500 companies. A tax reform is on it’s way… but that does not mean these stocks are off the hook. This is why I love bringing John on the show. He can give listeners insight on just about any topic. To end the episode, John gets on a roll – giving his outlook on a wealth of sectors. This includes one sector that has been completely overblown… And another that hasn’t traded this cheap since 2009.

Welcome back to Wall Street Unplugged! This week's episode is a special one. A lot of ground is covered as I have, not one... but two separate interviews. I am first joined by CEO Greg Smith. Listen in as Greg introduces his company, JDL Gold Corp., and explains how they have the recipe to become next "superstar" in the mining industry. After just their first week of trading, Greg talks about the company's future plans and projects going forward. This is not your typical mining company... and apart from the insiders, not many people have heard of it. However, JDL Gold might have the greatest shareholder base I have ever seen in the industry. Just wait until you hear this list... Our second guest is current managing director & portfolio manager at Point View Wealth Management, John Petrides [40:45]. As we enter earnings season, John and I talk about recent stock evaluations. At one point, John compares today's market to 2008! After six straight quarters of negative earnings growth, John shares his thoughts on these ridiculous consensus expectations. Then, to end the episode, John and I break down a few stock picks. This includes one of the worlds largest tech company, and a retailer that should be on everyone's radar.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David G. Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, with a market outlook and his three great investment opportunities.

John Petrides, managing director and portfolio manager at Point View Wealth Management, talks about the huge risks in today's market - and how investors can avoid them.  These solutions include investing in out-of-favor sectors, buying large-cap stocks that are growing earnings much faster than the overall market, and being incredibly patient to buy your favorite names at the right price. John also shares his top three ideas to invest in right now.  This includes one of the largest financial services providers, a best-of-breed food retailer, and one of the most hated oil companies in the world. He then discloses his favorite sector that has huge upside... And two sectors investors should avoid at all costs.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on Apple's annual event, the Microsoft/LinkedIn merger, and the energy space.

John Petrides, Managing Director and Portfolio Manager at Point View Wealth Management, talks Brexit and why the U.K. leaving the European Union could have a huge impact on your portfolio.   John then gives his predictions on where oil prices are heading and how many rate hikes he expects from the Federal Reserve this year.  He also shares his favorite stock to buy right now.

John Petrides, Managing Director and Portfolio Manager at Point View Wealth Management, talks about virtual reality and the huge opportunities it presents for investors.  He shares his favorite ways to invest in this massive growth trend which includes software and several chip names.    John then explains why investors need to pay close attention to the U.S. Dollar since it's the driver of several industries and individual stocks that you likely have in your portfolio.  He also highlights why Apple could be getting ahead of itself following the recent run-up in the stock and shares his favorite stock to buy right now.  This company is trading at just 6 times earnings and pays a safe 5% yield.

John Petrides, managing director and portfolio manager at Point View Wealth Management, explains why our economy is not headed for recession.  He also shares his favorite stocks to buy on the current pullback and why this one industry-leading tech company could see its share price fall sharply from here.    Frank then breaks down fourth quarter earnings season.  He highlights the big winners and losers as well as sectors you should avoid.   He also shares his favorite market indicator - which suggests stocks are heading much lower over the next few quarters.

John Petrides, managing director and portfolio manager at Point View Wealth Management, shares his top 10 stock picks for 2016.  He then breaks down Apple - including the recent slowdown in iPhone sales and the price he needs to see before buying the stock.   John then talks about two big trends that will cause huge volatility in stocks over the next 12 months. This includes a further slowdown in emerging markets and further rate hikes from the Federal Reserve.  More important, John explains how investors can take advantage of this volatility and make big money in 2016.