Stock Selection Matters
Play • 1 hr

MSOhmy! The US cannabis space is at least 10x the size of Canadian market - and growing. Recent earnings for cannabis companies bear this out in a tale of two countries, with the US winning. Dan Ahrens, AdvisorShares COO and PM, returns to the show to discuss why stock selection matters, index based doesn't make sense for cannabis and avoiding Canada with exception. Cannabis ballot initiatives passing easily and broadly in US - upside is huge. The false narrative of popping stocks.

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Alpha Trader
Alpha Trader
Seeking Alpha
Focusing on prices, not the news - J.C. Parets joins Alpha Trader
If you’re looking for a tonic to the ceaseless flow of (mostly) disturbing news on any number of fronts, than this week’s Alpha Trader podcast is for you. Host Aaron Task is joined by J.C. Parets, market technician nonpareil and chief market strategist at All Star Charts (co-host Stephen Alpher is out this week) .  His eye always on the price charts and never on the news flow, Parets remains bullish on stocks. To those who say the bull market needs a break, Parets would say there’s already been one, noting leading names like Apple, Microsoft, Amazon, Google, Facebook, and Alibaba are flattish-to-down (in some cases significantly down) since early September - that’s more than four months of lame performance. If you ask him for a price targets, Parets will say 38K, or nearly 25% upside on the Dow (DJI), and 4.5K, or about 20% upside on the S&P 500 (SP500). New information rolls in every day, however, and Parets won’t be afraid to change his opinion if the facts change. For now, he’s keeping his eye on the above-mentioned names, and is looking for those stocks to move to new highs to confirm his bullish case. And what might turn Parets bearish? Price signals of course … Treasury bonds outperforming stocks, a strong relative bid in consumer staples, widening credit spreads, a rollover in the aussie/yen currency cross, a deterioration in market breadth. At the moment, just the opposite of every single one of these bearish omens is happening, so Parets sees little reason not to stay long equities. Want another signal? Take a look at Deutsche Bank (DB). It’s been hitting new 52-week highs. If the world (and the S&P 500) is really about to fall apart, would this most risky and sclerotic of banks be breaking out to the upside? Hardly, says Parets. Turning to bitcoin (BTC-USD), Parets remains bullish, with $46K as his upside target. On the downside, he sees $30K as key support, and a sustained break below that level would be a sign of worse to come. As always, though, Parets is just looking at the charts, and isn’t treating bitcoin analysis any differently from that of stocks. He warns that once one begins buying into the religion status of bitcoin, they can no longer think rationally about the trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
37 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Ain't Nothing But A 5G Thing: A Deep Dive Into The Top Performing 5G ETF (WUGI)
The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%. Show Notes Show Notes 4:00 - What exactly is 5G? Defining the parameters of the conversation 9:15 - The 5G investing universe: Which sectors stand to benefit the most? 13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving 16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G? 20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive? 29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around 38:30 - What's WUGI's research and stock selection process? 43:00 - A word on position sizing 45:15 - How "active" is WUGI? Reviewing annual turnover 50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio? 55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF) Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
The Razor's Edge
The Razor's Edge
Shortman Studios
E-Commerce, Chat Commerce, and What's Here To Stay Post-Covid
E-commerce has risen to the point where just about everybody is an e-commerce company, and that goes even beyond retailers of goods. To understand that trend and to see how far it might stretch, we talk about the adoption of chat and social commerce in emerging markets with Ramy Assaf, Ceo of Zbooni, a Dubai-based fintech/commerce startup. He tells us how he came to build Zbooni, what it's like working with Facebook, why Square and Shopify are model companies for his firm, and how consumer behavior is changing amidst everything that's happened in the last year.Topics Covered * 2:30 minute mark - Ramy’s background * 5:30 – The Zbooni origin story and the new way of selling * 12:00 – Working with Facebook * 14:30 - Going from point product to product suite, with Shopify and Square as examples * 18:30 – Facebook’s role in e-commerce * 22:00 – Facebook integration * 30:30 - Chatcommerce vs. e-commerce and the e-commerce myth * 34:00 – The breadth of ‘e-commerce’ in 2020 * 37:00 - COVID environment and the role of cash * 44:30 - COVID reaction and SMB vs. enterprise * 49:30 - COVID reaction and the user behavior * 57:30 - Services vs. goods and changing behavior for services businesses * 1:04:30 – Amazon’s enduring example * 1:14:00 - The post-covid world * 1:20:30 - Fundraising in Covid * 1:24:00 - Customer perspective on pre-paying * 1:34:00 - What’s next for Zbooni
1 hr 36 min
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