AJ’s Podcast

available-on-itunes-logo-smWelcome to Bullseye podcasts… thoughtful conversations about money and life. My goal is to bring you expert perspectives you wouldn’t hear otherwise… drawing from my 25-year network of proven leaders, world-class investors and bold entrepreneurs. They’re a perfect way to shorten your commute and feel a little smarter, hopefully with a couple laughs along the way. I post a new podcast every other Wednesday at 12 noon. Thanks for listening and enjoy. -AJ

Episode 57 (11/28/18) — “What They’re Buying and What it Means, with I.I. #1 Retail Analyst Chuck Grom of Gordon Haskett”

Episode 56 (11/14/18) — “The Message from Main Street, with Direct Lending CEO Chris Oberbeck of Saratoga Investment Corp.”

Episode 55 (10/31/18) — “Commodities for Breakfast, with Granite Shares CEO Will Rhind”

Episode 54 (10/17/18) — “Where the Pros Go… on the NYSE with Veteran Trader Kenny Polcari”

Episode 53 (10/03/18) — “Find the Pain Point and Fix It, says Firsthand Technology Funds Founder Kevin Landis”

Episode 52 (09/19/18) — “KPMG’s Annual CEO Survey with Chief Economist Constance Hunter”

Episode 51 (08/22/18) — “Make Me Even and I’ll Never Gamble Again with Author Jerry Fine”

Episode 50 (08/08/18) — “How to Cut Drug Prices 40% with Pfizer Chief Economist Neal Masia”

Episode 49 (07/25/18) — “Building Wealth Across Generations with Rick Pitcairn of Pitcairn, One of the Oldest Multi-Family Offices in America”

Episode 48 (07/11/18) — “Integrating Options Into Your Portfolio with CBOE Market Marker Mark Sebastian”

Episode 47 (06/27/18) — “Straight Talk on Stock Action with NYSE Floor Governor Kenny Polcari”

Episode 46 (06/13/18) — “Bloomberg World #1-Ranked Economist Jason Schenker on How Midterms Impact Markets and the Economy”

Episode 45 (05/30/18) — “Balancing Geopolitical Risk and Geopolitical Opportunity with Legendary CME Trader Yra Harris”

Episode 44 (05/16/18) — “5 Tactical Trades from Weeden Global Strategist Michael Purves”

Episode 43 (05/02/18) –“Building Meets Blockchain… Reinventing Real Estate Development with Honest Buildings CEO Riggs Kubiak”

Episode 42 (04/18/18) — “On the Ground in China, Russia and Mexico with Geo-Political Strategist Dr. Komal Sri-Kumar”

Episode 41 (04/04/18) — “Making Waves with Ripple Strategist Cory Johnson”

Episode 40 (03/21/18) — “Bull vs Bear on the floor of the NYSE with legendary trader Kenny Polcari”

Episode 39 (03/07/18) — King of Data Don Ross, President of Trust Pilot Americas on Authenticity, AI and Cybersecurity”

Episode 38 (02/21/18) — “Broadway’s $100M Man: Tony Award Winning Producer Ken Davenport on Beating the Odds and Tapping into Greatness”

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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As in US retail inventories rise 0.9%, the biggest monthly gain since 2016 on potential record holiday spending fueled by tax cuts.


As in filling a job vacancy takes employers 31 days on average, a new all-time high.


As in the US trade deficit widens to a record $77.2B, reflecting a surge in imports before tariffs take effect.


“Charlotte is a top-10 destination city that will enable us to recruit and retain the world-class talent we need.”
–Honeywell spokesperson on the company’s decision to relocate its headquarters from New Jersey to North Carolina.


“Interest rates remain just below the broad range of estimates of the level that would be neutral for the economy… that is, neither speeding up nor slowing down growth.”
–Fed Chair Jerome Powell’s subtle suggestion on 11/28 that he may NOT raise rates four times through 2019.

“It’s a product that reaches people who are looking for balance in their lives… that combination of active and social.”
–Michelob Ultra VP of Marketing Azania Andrews on the company’s relaunch of its low-cal, big-flavor beer.