Fred Hickey, editor of The High Tech Strategist, provides his unique take on the state of the technology sector, in this conversation with Tommy Thornton. Cutting through the valuations quandary, Fred questions the price people are paying for Apple, spells out the overseas regulatory threats for Facebook and Google, and offers a reminder that pioneers are the ones that can end up with arrows in their backs. Filmed December 21st, 2017 in New Hampshire.
Chad Morganlander, portfolio manager at Washington Crossing Advisors, lays out a bullish trade on Walmart. He discusses the catalysts and his positioning in this interview with Justine Underhill. Filmed on May 10, 2018.
Richard Excell, senior portfolio manager at Wolverine Asset Management, discusses why his call on Target and other big-box retailers has worked out, and forecasts what could be ahead for the space, in this section of an hour-long interview conducted by Michael Green.
Confronting Tech's Titans: Meet the Professor Who's Schooling Wall Street on Silicon Valley
From accurately predicting the recent price action of Bitcoin to foreseeing Amazon's purchase of Whole Foods, Scott Galloway, NYU Stern Professor and author of "The Four," has proven to be one of Wall Street's most clairvoyant commentators. In this interview with Datatrek's Nicholas Colas, the two discuss which tech titan will topple Apple to become the world's most valuable company, what the future holds for social media and the dangers of cryptocurrencies. Filmed April 24, 2018 in New York City.
In this second part of a two-part piece, Richard Sylla, Professor Emeritus of Economics at New York University, shares his idiosyncratic view about the factors that led to the credit crisis. He also provides a historian’s perspective about the potential pre-crisis signs that investors might want to look out for. And he discusses the extent to which history has or has not prepared us to deal with the next crisis. Filmed on March 12, 2018 in New York.