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.
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co., changes his view on shares of Facebook. He discusses his trade idea in this interview with Alyona Minkovski, filmed on April 9th, 2018.
Danielle Shay, director of options trading at Simpler Trading, explains why she's bullish on Microsoft. She discusses her analysis, including the fundamental and technical catalysts, in this interview with Justine Underhill. Filmed on June 28, 2018.
Kevin Kelly, managing partner of Benchmark Investments, presents his pairs trade on REITs. He explains how best to profit from real estate in a rising rate environment in this interview with Justine Underhill. Filmed on June 11, 2018.
Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
Louis Llanes, Founder Of Wealthnet Investments, discusses the opportunity he sees in Service Now. He explains the catalysts and how to make the trade, in this interview with Justine Underhill. Filmed on May 3, 2018.
Colin Gillis, director of research at Chatham Road Partners, suggests shorting Spotify. He explains his analysis and the key levels to watch in this interview with Justine Underhill. Filmed on May 30, 2018.
Thomas Thornton, founder of Hedge Fund Telemetry, presents a bearish thesis on IBM. Thornton warns that “Big Blue” is a vulnerable stock in an overbought sector. He explains the technical and fundamental catalysts behind the trade in this interview with Justine Underhill. Filmed on July 12, 2018.
Jim Rickards, a renowned author and the chief global strategist at Meraglim, is now predicting another global financial crisis. He explains why, and in so doing, reviews the unusual origins of his predictive analytics tool. He also explores complexity theory and Bayesian statistics. Filmed on July 12, 2018 in New York.
Colin Gillis, director of research at Chatham Road Partners, discusses the looming problems he sees for Apple shares. He explains his analysis, and lays out the trade, in this interview with Justine Underhill. Filmed on May 30th, 2018.