エピソード

  • Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

    Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy
    2025/06/13
    Join ⁠Tobin Smith⁠ (⁠TransformityResearch.com⁠ CIO) and ⁠Todd M. Schoenberger⁠ (CEO, ⁠CrossCheck Media⁠) as they welcome ⁠Jed Ellerbroek⁠, CFA, Portfolio Manager at ⁠Argent Capital Management⁠ in St. Louis, MO. In this insightful episode: 🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA. 🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position. 🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio. 🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption. 🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience. 🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders. 🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode. 🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy. 🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors. Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing. 📌 Perfect for investors interested in technology, AI, and tactical equity management. #BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news
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    31 分
  • Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

    Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy
    2025/06/12
    Join ⁠⁠Tobin Smith⁠⁠ (⁠⁠TransformityResearch.com⁠⁠ CIO) and ⁠⁠Todd M. Schoenberger⁠⁠ (CEO, ⁠⁠CrossCheck Media⁠⁠) as they welcome ⁠⁠Jed Ellerbroek⁠⁠, CFA, Portfolio Manager at ⁠⁠Argent Capital Management⁠⁠ in St. Louis, MO. In this insightful episode: 🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA. 🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position. 🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio. 🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption. 🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience. 🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders. 🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode. 🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy. 🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors. Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing. 📌 Perfect for investors interested in technology, AI, and tactical equity management. #BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news
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    31 分
  • From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise

    From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise
    2025/06/10
    In this must-watch episode of WealthWise, host ⁠⁠⁠Jeffrey Hirsch⁠⁠⁠ welcomes ⁠⁠⁠Danny Riley⁠⁠⁠, a legendary figure in trading and CEO of ⁠⁠⁠MrTopStep.com⁠⁠⁠, to discuss his transformative path from floor runner to institutional innovator. Highlights include: 👉Early career: Starting in 1979 as a runner on the CBOT grain floor, advancing to the bond room, and eventually building the largest‑volume S&P futures desk on the CME Merc pit. 👉Pit rivalries: Insights into the cultural clash between the Merc and CBOT, and navigating the competitive, often shady practices like front‑running. 👉Market crises: First‑hand account of executing massive sell orders during the 1987 crash, exploring how liquidity dried up and drawing parallels to the 2008 financial meltdown. 👉Modern markets: Discussion on today's price-volume disconnect, geopolitical risks affecting the U.S. dollar, and where hidden risks may lie. 👉Crypto & retirement: Riley advocates for including cryptocurrency in long-term portfolios and underscores the importance of mental resilience in high-stress trading environments. 👉New venture: Introducing Pitbull Trader, a next-gen prop firm launching June 2, 2025, aimed at empowering traders with education, funding, and institutional-grade tools. 👉Tech edge: How Riley leverages NYSE imbalance data to identify late-day market trends. This episode is essential for traders at every level—whether you trade futures, crypto, or equities—delivering timeless wisdom and cutting-edge perspectives. 📺 Listen to the full episode now! 🔔 ⁠⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠⁠ for more expert interviews and market analysis. ⁠⁠⁠#WealthWise⁠⁠⁠ ⁠⁠⁠#DannyRiley⁠⁠⁠ ⁠⁠⁠#MrTopStep⁠⁠⁠ ⁠⁠⁠#PitbullTrader⁠⁠⁠ ⁠⁠⁠#FuturesTrading⁠⁠⁠ ⁠⁠⁠#CME⁠⁠⁠ ⁠⁠⁠#MercPit⁠⁠⁠ ⁠⁠⁠#MarketCrash⁠⁠⁠ ⁠⁠⁠#CryptoInvesting⁠⁠⁠ ⁠⁠⁠#TradingPsychology⁠⁠⁠ ⁠⁠⁠#SPEquities⁠⁠⁠ ⁠⁠⁠#NYSEImbalance⁠⁠⁠ ⁠⁠⁠#JeffreyHirsch⁠⁠⁠ ⁠⁠⁠#CrossCheckMedia⁠⁠⁠ ⁠⁠⁠#TradingHistory⁠⁠⁠ ⁠⁠⁠#AlternativeInvestments⁠⁠⁠ ⁠⁠⁠#BTT⁠⁠⁠ ⁠⁠⁠#BizTalkTodayTV⁠⁠⁠ ⁠⁠⁠#News⁠⁠⁠ ⁠⁠⁠#Investing⁠⁠⁠ ⁠⁠⁠#Trading⁠⁠⁠ ⁠⁠⁠#WallStreet⁠⁠⁠ ⁠⁠⁠#Chicago
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    1 時間 21 分
  • From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise

    From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise
    2025/06/10
    In this must-watch episode of WealthWise, host ⁠⁠Jeffrey Hirsch⁠⁠ welcomes ⁠⁠Danny Riley⁠⁠, a legendary figure in trading and CEO of ⁠⁠MrTopStep.com⁠⁠, to discuss his transformative path from floor runner to institutional innovator. Highlights include: 👉Early career: Starting in 1979 as a runner on the CBOT grain floor, advancing to the bond room, and eventually building the largest‑volume S&P futures desk on the CME Merc pit. 👉Pit rivalries: Insights into the cultural clash between the Merc and CBOT, and navigating the competitive, often shady practices like front‑running. 👉Market crises: First‑hand account of executing massive sell orders during the 1987 crash, exploring how liquidity dried up and drawing parallels to the 2008 financial meltdown. 👉Modern markets: Discussion on today's price-volume disconnect, geopolitical risks affecting the U.S. dollar, and where hidden risks may lie. 👉Crypto & retirement: Riley advocates for including cryptocurrency in long-term portfolios and underscores the importance of mental resilience in high-stress trading environments. 👉New venture: Introducing Pitbull Trader, a next-gen prop firm launching June 2, 2025, aimed at empowering traders with education, funding, and institutional-grade tools. 👉Tech edge: How Riley leverages NYSE imbalance data to identify late-day market trends. This episode is essential for traders at every level—whether you trade futures, crypto, or equities—delivering timeless wisdom and cutting-edge perspectives. 📺 Listen to the full episode now! 🔔 ⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠ for more expert interviews and market analysis. ⁠⁠#WealthWise⁠⁠ ⁠⁠#DannyRiley⁠⁠ ⁠⁠#MrTopStep⁠⁠ ⁠⁠#PitbullTrader⁠⁠ ⁠⁠#FuturesTrading⁠⁠ ⁠⁠#CME⁠⁠ ⁠⁠#MercPit⁠⁠ ⁠⁠#MarketCrash⁠⁠ ⁠⁠#CryptoInvesting⁠⁠ ⁠⁠#TradingPsychology⁠⁠ ⁠⁠#SPEquities⁠⁠ ⁠⁠#NYSEImbalance⁠⁠ ⁠⁠#JeffreyHirsch⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#TradingHistory⁠⁠ ⁠⁠#AlternativeInvestments⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#Trading⁠⁠ ⁠⁠#WallStreet⁠⁠ ⁠⁠#Chicago
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    1 時間 20 分
  • Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy

    Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy
    2025/06/08
    In this timely episode of Power Hour, host ⁠⁠James Breslo⁠⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠⁠Jessica Stone⁠⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics. Key topics discussed: ➡️U.S.-China Trade Relations: Insights into the recent 90-minute call between President Trump and President Xi Jinping, marking a potential thaw in trade tensions and plans for renewed negotiations. ➡️Tariff Implications: Analysis of the Congressional Budget Office's report on the economic impact of proposed tariffs, highlighting potential revenue gains and consumer price effects. ➡️Biden's Autopen Usage: Discussion on the Heritage Foundation's findings regarding President Biden's use of an autopen for signing clemency warrants, raising questions about executive authority and authenticity. ➡️Trade Court Ruling: Examination of the recent U.S. Court of International Trade decision declaring most of Trump's tariffs illegal, exploring the legal and economic ramifications. Join us for an in-depth exploration of these pressing issues shaping the current political and economic landscape. 📺 Listen to the full episode now! 🔔 ⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠ for more insightful discussions. 🔍 #PowerHour #JessicaStone #JamesBreslo #USChinaTrade #TariffImpact #BidenAutopen #TradeCourtRuling #EconomicPolicy #PoliticalAnalysis #CrossCheckMedia #VoiceOfAmerica #CGTNAmerica #StansberryResearch #GlobalEconomy #TradeNegotiations #CongressionalBudgetOffice #HeritageFoundation #BTT #BizTalkTodayTV
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    28 分
  • Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy

    Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy
    2025/06/08
    In this timely episode of Power Hour, host ⁠James Breslo⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠Jessica Stone⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics. Key topics discussed: ➡️U.S.-China Trade Relations: Insights into the recent 90-minute call between President Trump and President Xi Jinping, marking a potential thaw in trade tensions and plans for renewed negotiations. ➡️Tariff Implications: Analysis of the Congressional Budget Office's report on the economic impact of proposed tariffs, highlighting potential revenue gains and consumer price effects. ➡️Biden's Autopen Usage: Discussion on the Heritage Foundation's findings regarding President Biden's use of an autopen for signing clemency warrants, raising questions about executive authority and authenticity. ➡️Trade Court Ruling: Examination of the recent U.S. Court of International Trade decision declaring most of Trump's tariffs illegal, exploring the legal and economic ramifications. Join us for an in-depth exploration of these pressing issues shaping the current political and economic landscape. 📺 Listen to the full episode now! 🔔 ⁠Subscribe to CrossCheck Media on YouTube⁠ for more insightful discussions. 🔍 #PowerHour #JessicaStone #JamesBreslo #USChinaTrade #TariffImpact #BidenAutopen #TradeCourtRuling #EconomicPolicy #PoliticalAnalysis #CrossCheckMedia #VoiceOfAmerica #CGTNAmerica #StansberryResearch #GlobalEconomy #TradeNegotiations #CongressionalBudgetOffice #HeritageFoundation #BTT #BizTalkTodayTV
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    28 分
  • Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell

    Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell
    2025/06/06
    In this insightful episode of Buy Hold Sell, Wall Street veterans ⁠Tobin Smith⁠ and ⁠Todd M. Schoenberger⁠ sit down with ⁠Jillian Murrish⁠, Co-Founder and CEO of ⁠Pier Asset Management⁠, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus on specialty finance and alternative investments, emphasizing: ➡️Targeting underserved markets with deals under $25 million ➡️Prioritizing cash-flowing assets and senior secured credit facilities ➡️Acquiring loan portfolios from stressed sellers to capitalize on market volatility ➡️Exploring the potential of converting their music royalties fund into a publicly marketable structure The discussion also covers innovative investment avenues like music royalties and litigation finance, highlighting how Pier Asset Management navigates these complex sectors. Additionally, Tobin Smith shares insights into the N95 mask manufacturing industry, discussing his company's unique position as the only certified producer in the U.S., the significant government demand driving cash flow, and the competitive advantages of their fully robotic manufacturing plant. Don't miss this episode packed with expert analysis and unique perspectives on alternative investment strategies. 📺 Listen to the full episode now! 🔔 ⁠Subscribe to CrossCheck Media on YouTube⁠ for more expert insights and in-depth discussions. 🔍 YouTube SEO Optimization Tags: #BuyHoldSell #JillianMurrish #PierAssetManagement #SpecialtyFinance #AlternativeInvestments #MusicRoyalties #LitigationFinance #PrivateCredit #SeniorSecuredLoans #CashFlowInvesting #TobinSmith #ToddSchoenberger #N95Manufacturing #RoboticManufacturing #InvestmentStrategies #MarketVolatility #CrossCheckMedia #FinancialInsights #InvestmentPodcast #AlternativeAssets #BTT #BizTalkTodayTV 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of ⁠CrossCheck Media⁠ or ⁠Biz Talk Today TV⁠. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content.
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    39 分
  • Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell

    Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell
    2025/06/06
    In this insightful episode of Buy Hold Sell, Wall Street veterans Tobin Smith and Todd M. Schoenberger sit down with Jillian Murrish, Co-Founder and CEO of Pier Asset Management, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus on specialty finance and alternative investments, emphasizing: ➡️Targeting underserved markets with deals under $25 million ➡️Prioritizing cash-flowing assets and senior secured credit facilities ➡️Acquiring loan portfolios from stressed sellers to capitalize on market volatility ➡️Exploring the potential of converting their music royalties fund into a publicly marketable structure The discussion also covers innovative investment avenues like music royalties and litigation finance, highlighting how Pier Asset Management navigates these complex sectors. Additionally, Tobin Smith shares insights into the N95 mask manufacturing industry, discussing his company's unique position as the only certified producer in the U.S., the significant government demand driving cash flow, and the competitive advantages of their fully robotic manufacturing plant. Don't miss this episode packed with expert analysis and unique perspectives on alternative investment strategies. 📺 Listen to the full episode now! 🔔 Subscribe to CrossCheck Media on YouTube for more expert insights and in-depth discussions. 🔍 YouTube SEO Optimization Tags: #BuyHoldSell #JillianMurrish #PierAssetManagement #SpecialtyFinance #AlternativeInvestments #MusicRoyalties #LitigationFinance #PrivateCredit #SeniorSecuredLoans #CashFlowInvesting #TobinSmith #ToddSchoenberger #N95Manufacturing #RoboticManufacturing #InvestmentStrategies #MarketVolatility #CrossCheckMedia #FinancialInsights #InvestmentPodcast #AlternativeAssets #BTT #BizTalkTodayTV 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content.
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    39 分