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 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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14

As in Ford Motor Co. CEO Jim Hackett promises to cut costs by $14B as he pivots production towards electric vehicles with significantly fewer mechanical components.
#BraveNewWorld

20.8

As in GE shares have fallen 20.8% this year, the worst performance of all 30 stocks in the DJIA and probably why retiring CEO Jeff Immelt left sooner than initially announced.
#MaybeTimeToBuy

189

As in 189 companies mentioned “machine learning” during their 3Q earnings calls, a new high according to Bloomberg.
#TomCruiseMinorityReport

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“We’re definitely seeing that tighter labor markets are causing wages and salaries to gradually go up.”
–Fed Governor Eric Rosengren after September’s strong jobs report
#WagePriceSpiral

“I think what you heard the President say was that Puerto Rico is going to have to figure out a way to solve its debt problem.”
–WH Budget Director Mick Mulvaney backtracking Mr. Trump’s comments about writing down the island’s municipal debt

#WipeItOut

“You had goalies who were basically wearing cardboard.”
–Hockey historian Liam Maguire after four NHL players scored hat tricks in separate games on the same night, something which hasn’t happened in over 100 years.

#FastIce