Welcome back to another episode of Wall Street Unplugged!
My favorite retail expert and founder of The Talented Blonde, Kristin Bentz, joins us for this week’s special episode.
On today’s interview, Kristin gives listeners an interesting refresher on the retail markets. The 30-year retail veteran gives her “ahead of trend” analysis on what to expect as the holiday season is approaching. She explains why investors should take action now as companies are currently positioning themselves for their most important quarter.[app_audio src=”http://traffic.libsyn.com/sainvestorradio/WSU20452.mp3″]
Kristin then talks about the shift of competition in the retail markets. These days, consumer spending and shopping trends are always changing. Kristin shares her thoughts on what sectors in the industry are “too little, too late” compared to those that are moving in the right direction.
Then, on today’s Educational Segment I’ll be breaking down last week’s Delivering Alpha Conference. This is where the greatest asset-managers in the world get together to share their ideas and forecasts. Not only did I get front-row seats, I was the only newsletter writer in attendance.
Stay tuned after the interview to find out what was being discussed behind the scenes… when the cameras weren’t on. You won’t get this information anywhere else.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.
A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.
$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.
Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!
Warsh's first Fed meeting: Rate hikes are on the table. Plus, the oil opportunity no one is talking about… Intel (INTC) proves the "Trump circle" thesis… Is SpaceX (SPCX) a buy on its pullback?... And stocks losing the AI race.
The Fed held rates steady on June 17—but the real news was that the FOMC quietly stripped "easing bias" language out of its statement, and the dot plot now points toward hikes. Here's what that actually means for your money.
The Fed held rates steady on June 17—but the real news was that the FOMC quietly stripped "easing bias" language out of its statement, and the dot plot now points toward hikes. Here's what that actually means for your money.
Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.
Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.
Oil is dominating the headlines. But the biggest energy trade to come out of the Iran conflict is uranium. Let’s look at the math breaking down uranium’s upside… and how to play it.
Oil is dominating the headlines. But the biggest energy trade to come out of the Iran conflict is uranium. Let’s look at the math breaking down uranium’s upside… and how to play it.
Welcome back to another episode of Wall Street Unplugged!
My favorite retail expert and founder of The Talented Blonde, Kristin Bentz, joins us for this week’s special episode.
On today’s interview, Kristin gives listeners an interesting refresher on the retail markets. The 30-year retail veteran gives her “ahead of trend” analysis on what to expect as the holiday season is approaching. She explains why investors should take action now as companies are currently positioning themselves for their most important quarter.[app_audio src=”http://traffic.libsyn.com/sainvestorradio/WSU20452.mp3″]
Kristin then talks about the shift of competition in the retail markets. These days, consumer spending and shopping trends are always changing. Kristin shares her thoughts on what sectors in the industry are “too little, too late” compared to those that are moving in the right direction.
Then, on today’s Educational Segment I’ll be breaking down last week’s Delivering Alpha Conference. This is where the greatest asset-managers in the world get together to share their ideas and forecasts. Not only did I get front-row seats, I was the only newsletter writer in attendance.
Stay tuned after the interview to find out what was being discussed behind the scenes… when the cameras weren’t on. You won’t get this information anywhere else.
