 Ignore the cheers. Keep going when they boo. Trust the process & stay trust to yourself. That’s the message from world-renowned artist David Drebin, who sold half his works to Elton John at a show in 2004… and he’s never looked back. Today, we explore the surprising similarities between Art & Investing.  

Bullseye Brief

The Striking Similarities between Art & Investing, with World-Renowned Artist David Drebin

Your Questions Answered - We’ve witnessed some wild trading activity recently, and amid the volatility I’ve received some great questions from your fellow subscribers. I’m going to share them, along with my responses. I figure we all get the benefit that way. Thanks for the feedback and keep it coming.

Quarterly Q&A… Your Questions Answered

Unknown, unknowns - These are the things out of nowhere that turn markets upside down, and send executives scrambling. A data-mining company called DataMetrex scours social media for clues about the next Big Thing… clients include NATO and the CIA. CEO Marshall Gunter explains how they do it.

Using AI to Identify Fake News Across Social Media, with DataMetrex CEO Marshall Gunter

Aim High, Work Hard - My friend and former BloombergTV co-Anchor Cory Johnson has launched The Drill Down podcast as business news platform for business-minded people. Like me, Cory is unapologetically optimistic on what American Ingenuity can accomplish. He shares insights and observations about which companies are winning in 2021… and why.

Why Winning Companies Win, with “The Drill Down" Podcast Host Cory Johnson

Market Roadmap - We speak with my friend, and former market maker Judd Hirschberg… one of the original rates traders on Chicago Merc from the 1970s. Judd now runs an advisory service called White Wave Trading Strategies. He’s especially good at identifying relationships across assets and spotting changes in trend.  

Making Sense of Volatile Markets with legendary founding CME trader Judd Hirschberg of WhiteWaveTrading

Biologist Dr. Deborah Brosnan helps businesses and governments around the world identify practical solutions to environmental challenges. She analyzes what Washington’s trillion dollar Green Plan means for our economy, and specifically how we’ll get there.

How To Go from Talking Green to Operating Green, with Environmental Biologist Dr. Deborah Brosnan

Future of Health Care - Chris Plance of PA Consulting helps hospitals save lives… from Robotics to Blockchain, he evaluates which cutting edge technologies make the biggest difference. He’s also lectures at the Rutgers Business School in New Jersey.

How Robotics and Blockchain are Transforming Health Care, with Rutgers University Lecturer Chris Plance of PA Consulting

 What Are You Buying? - WSJ #1 Financial Services Analyst and Gabelli & Co. Portfolio Manager Mac Sykes shares ideas for Q2. Mac also earned Runner-up in the annual StarMine analyst awards for stock picking in 2014 and 2018, and has received several Honorable Mentions from the Annual Institutional Investor Survey. Best of all, he’s an old friend.   

Stock Picking with WSJ #1 Financial Services Analyst and Gabelli & Co. Portfolio Manager Mac Sykes

Plowshares & Profits - Top-rated agricultural commodities analyst, former investment banker and Marine Corps veteran Chris Narayanan now advises family farmers on the business of farming, as part of the University of Tennessee Institute of Agriculture. It’s American Ingenuity come home, and I love the mission

Plowshares & Profits: How Former Investment Banker Became a Farm Management Advisor

Good to Great - Best-selling author Scott Kirsner founded Innovation Leader to advise CEOs on how to cultivate new ideas within their organizations. As someone focused on American Ingenuity, I want to know his secrets.

Innovation Leader… Best-selling author Scott Kirsner on inspiring employees to cultivate new ideas

I have purposely avoided investing in cannabis. The topic makes me uncomfortable and the science feels nebulous. CEO Liz Wald of Good Earth Organics begs to differ, and she joins us for a spirited, thoughtful conversation.

Got Pot? CEO Liz Wald of Good Earth Organics, Specialty Soil Supplier to the Cannabis Industry

Thank you for your many thoughtful emails over the past several weeks on money and markets. I love getting great questions, and if one person has asked, probably ten others have been wondering too. So today we’ll do this together… answering every question one at a time.

Your Questions Answered… My Quarterly Q&A Call on Stocks and What’s Happening

EV Reality Check - Institutional Investor’s top-ranked Auto Analyst Nick Colas takes us inside the newest electric vehicles, separating what’s possible from what’s not. How long will the rollout take? How much demand is there? Are batteries cost effective vs gas and diesel? What about hydrogen fuel cells? Where will all the electricity come from? 

Auto insider Nick Colas takes us inside the Electric Vehicle phenomenon, separating myth from reality

The Chartist – Top Technical Strategist Chris Verrone of Strategas Research joins us to interpret the charts and share tactical ideas for Q1. Chris describes his work as “technical ideas for fundamental investors” and I read his note every morning. Having been named by Institutional Investor as one of Wall Street's top three strategists for a record seventh year in a row, Chris is exceptional.

Institutional Investor’s Top-Ranked Technical Strategist Chris Verrone Shares His Playbook for Q1

23 Amazing Guests - My heartfelt thanks to these CEOs, entrepreneurs and thinkers propelling our world forward. This is their story in their words… our best podcast moments of 2020. It’s a good reminder that our north star of American Ingenuity burns bright.

Best Podcast Moments of 2020

A spirited conversation for thoughtful investors with Adam Johnson of Bullseye Brief and Tom Essaye of the 7:00's Report.