AJ’s Podcast

available-on-itunes-logo-sm
Welcome 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 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

  • Enjoy a Free 45-Day Subscription to Bullseye Brief

  • Click Here

img-2

5.5

As in commercial and industrial loan volume rose 5.5% YoY during June, up from 1% in January according to Federal Reserve data.
#WhyI’mLongBanks

62

As in 62% of U.S. companies operating in China plan to increase their investments in the country this year.
#TradeWar?

300

As in Apple plans to launch a $300M clean energy fund in… wait for it… China!
#SeeWhatIMean?

img-1

“We have ordered 100 Airbus 330 NEOs for $23B, but to finally confirm it we must make sure the price is right… or else.”
–AirAsia CEO Tony Fernandes taking to Twitter like another master negotiator we know.

#Seriously?

“When we have a trade problem, we should talk about it.”
–China’s Vice Minister of Commerce Wang Shouwen several days after the additional $200B in tariffs were announced by the White House.
#OpeningDoorToNegotiations?

“I was really happy to get this far. I’m literally just getting started.” 
–Serena Williams after losing the Women’s Final at Wimbledon, still trying to come back from a challenging pregnancy and a series of medical setbacks. 

#KeepTheFaith