AJ’s Podcast

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Welcome to Bullseye Brief podcasts… 15-minute conversations with thoughtful well-known investors, co-hosted by yours truly and my friend Tom Essaye of the daily Sevens Report. They’re a perfect way to shorten your commute, or the line at Starbucks. I post a new podcast every other Wednesday at 12 noon. Thanks for listening and enjoy! -AJ


Episode 37 (02/07/18) — “Our Moneyball World with Tony Scott, Former U.S. Chief Information Officer Under President Obama.”


Episode 36 (01/10/18) — “Your Blockchain Action Plan with I.I. #1 Ranked Analyst turned Digital Entrepreneur David Garrity”


Episode 35 (12/27/17) — “Best Interviews of 2017 and 3 Big Ideas for 2018”


Episode 34 (12/13/17) — “How to Explain Bitcoin to Grandma over Christmas… and Which Coins to Buy Now, with Coin Lion Founders Josh DeWitt and Justus Luthy”


Episode 33 (11/29/17) — “Meet the Two Hard Lending Pioneers Beating Banks at their Own Game, Glen Gallucci and Mark Hill of Peak Private Lending Group”


Episode 32 (11/15/17) — “Process & Picks from Top-Rated Small Cap Portfolio Manger Mike Balkin of the William Blair Small Cap Growth Fund”


Episode 31 (11/01/17) — “Former SEC Enforcement Lawyer Ron Geffner on How to Structure Your Own Hedge Fund & What it Takes to Win”


Episode 30 (10/18/17) — “Interactive Brokers Chief Options Strategist Steve Sosnick on the 30th anniversary of the ’87 Crash and how to manages risk now”


Episode 29 (10/04/17) — Breaking into the Boardroom… How Activists are Turning Corporate America Upside Down, with Don Bilson of Gordon Haskett.”


Episode 28 (09/20/17) — “When Markets Meet Math with David Gurwitz, Research Director at Charles Nenner & Associates”


Episode 27 (09/06/17) — “Pricing Risk as Markets, Weather and War Collide… our conversation with CME legend Judd Hirschberg”


Episode 26 (08/23/17) — “Inside Japan with the first American ever to trade on the Tokyo Stock Exchange, Japan-Insider author Jeff Uscher”


Episode 25 (08/09/17) — “Stock Picks from WSJ’s #2 Ranked U.S. Manager Randy Gwirtzman of Baron Discovery Fund”


Episode 24 (07/12/17) — “How to Amazon-proof your Business… our conversation with AI expert and ex-Barnes & Noble CMO Marc Parrish”


Episode 23 (06/28/17) — “Top Political Strategist Dan Clifton of Strategas Research: Why We’ll Still Get 10% Tax Cuts Even If Health Care Reform Fails”


Episode 22 (06/14/17) — “Bloomberg Equity Strategist Gina Martin Adams on What Matters Most Right Now to Institutional Investors”


Episode 21 (05/31/17) — “Goldman’s Legendary Bond Strategist Charles Nenner on Cycles, Shorts and Sunspots”


Episode 20 (05/17/17) — “Meet Wall Street’s Malcolm Gladwell, Convergex Equity Strategist Nick Colas”


Episode 19 (05/03/17) — “Bloomberg Intelligence Director Paul Sweeney on reinventing Wall Street research and his 3 Big Ideas right now”


Episode 18 (04/19/17) — “NYSE Floor Governor Kenny Polcari on Earnings, Politics and The Safety Trade”


Episode 17 (04/05/17) — “Vanguard expert Dan Wiener’s 5 Favorite Funds… and most liquid investment”


Episode 16 (03/22/17) — “The Fed Insider and Clarion Voice on How Low Rates Are Creating Our Next Financial Crisis”


Episode 15 (03/08/17) — “Meet the Bond Manager Who Beat Everyone in 2016”


Episode 14 (02/22/17) — “Behind the 8-Ball… But Ahead of the Curve” with Neil Grossman, former PM of the World #1 Wealth Fund Norges Bank


Episode 13 (02/08/17) — “Trading Tops, Trump Tweets and Land of the Rising Sun” with $2.7B Cumberland Advisors CIO David Kotok


Episode 12 (01/25/17) — “From Bookie to Best Seller & Back to Trading” with Amazon 5-Star author John Netto


Episode 11 (01/11/17) — “Bulls, Miners & the Best Short Ever” with Seattle fund manager Bill Fleckenstein


Episode 10 (12/26/16) — Special Boxing Day Mini-Podcast: “What We’ve Learned, Look Forward to and Love”


Episode 9 (12/21/16) — “January’s Playbook, Trump vs. Reagan and Booked-Up in Greenwich” with Michael Purves of Weeden & Company


Episode 8 (12/07/16) — “Retail, Reflation & What to Buy Now” with Chris Verrone of Strategas Research Partners


Episode 7 (11/23/16) — “Trump, Yellen and Italian Food the Day Before Thanksgiving at the NYSE”


Episode 6 (11/03/16) — “Presidential Cycles, Q4 Rallies & Why Prop 61 Matters” with Charles Schwab Strategist Lee Bohl


Episode 5 (10/12/16) — Election Investing, Stock Market Sweet Spot & Bonds Italian-Style with “Stock Trader’s Almanac” editor Jeff Hirsch ahead of the book’s 50th annual edition.


Episode 4 (9/28/16) — Fed Indecision, Florida Jobs & Why Washing Machines Matter with WSJ Best-selling author Simon Constable


Episode 3 (9/14/16) — Collars, Cash & Traps with Charles Schwab’s Head of Trading, Randy Frederick


Episode 2 (8/24/16) – Hottest ETFs with Kyle Woodley of #1 ranked InvestorPlace.com… plus what’s wrong with REITs, Retail & Oil


Episode 1 (8/10/16) – The Risk Cram-Down, Gold’s Disconnect & What’s Still Cheap

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13.1

As in Amazon’s capital expenditures on distribution rise to a record $13.1B in preparation for going head to head with UPS and FedEx.
#NothingIsSafe

23

As in Bank of America CEO Brian Moynihan will receive a career high payout of $23 million as profits rise the most since 2009.
#BanksAreLeveredToGrowth

47,800

As in U.S. companies ordered 47,800 delivery trucks during January, the most in 12 years and twice as many as last year.
#BullishIndicator

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“I was astonished to hear that Qualcomm is not willing to meet until next Tuesday.”
–Broadcom CEO Hock Tan in a letter to Qualcomm Chairman Paul Jacobs after raising his bid for Qualcomm to $121B. 
#PlayingHardToGet

“We discussed regional and global developments that have a role for peace in the world and in the region.”
–Indian Prime Minister Modi during his first-ever visit to the West Bank where he pledged $40M for economic development.

#NewSuperPower?

“I think a unified Korea is stronger than two divided ones.”
–N. Korean women’s hockey player Jong Su Hyon in spite of the unified Korea team losing 8-0 to Switzerland in the first round of the Winter Olympics. 

#IAdmireHerOptimism