CEO Noland Langford Talks AI, Cybersecurity, and Energy with Chuck Jaffe
Release Date: 09/15/2023
Should You Invest in Real Estate? Fundamentals of Investing (Part 1)
Left Brain Thinking
0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing...
info_outline
How Should You Respond to this Market Correction? Jarvis® Update May 3, 2024
Left Brain Thinking
0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions. What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian...
info_outline
Can Earnings Season Bolster a Weak Market?
Left Brain Thinking
0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season. Markets have struggled over the past few weeks, as investors look away from business fundamentals and fixate on macroeconomic factors like strife in Israel and Iran, along with interest rates that have been creeping up over the last couple months. In this week's Jarvis® Update, CEO Noland...
info_outline
What's In Store for the Rest of 2024? Jarvis® Update March 28, 2024
Left Brain Thinking
0:00 Intro 2:19 Market Recap 4:25 Topic 1: Winners and Losers in 2024 8:31 Topic 2: Previewing the Rest of 2024 The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double digits. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, review the past three markets. We cover the winners and losers, both and the sector/industry level, as well as the top 5 and bottom 5 performing stocks in the entire market....
info_outline
Bitcoin Rising – But is AI the Real Growth Engine? Jarvis® Update March 15, 2024
Left Brain Thinking
0:00 Intro 2:18 Market Recap 4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth Engine 7:19 Topic 2: Ways to Take Advantage of the Bull Market Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving huge returns in the conventional stock market -- Artificial Intelligence (AI), Cybersecurity, and Digital Transformation. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover three of the stocks that we follow...
info_outline
What's Driving the Bull Market? Jarvis® Update March 1, 2023
Left Brain Thinking
0:00 Intro 2:19 Market Recap 3:43 Topic 1: Giving the Bull Market Some Context 9:50 Topic 2: Action Steps for Investors in Early 2024 We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far. At the same time, even though we are moving swiftly into March (and Spring soon, hopefully), there is still time for investors to take stock of their financial plan and to take some simple steps to improve their situations. In this week's Jarvis®...
info_outline
It's a Bull Market -- What Does it Mean for You? Jarvis Update -- February 16, 2024
Left Brain Thinking
0:00 Intro 2:16 Market Recap 5:00 Personal Finance Corner: IRAs and Roth Conversions 6:16 Topic 1: NASDAQ 1990s -- A History Lesson 11:18 Topic 2: Earnings Season -- Trends Are Emerging Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress get out the neon spandex and fanny packs for a look down memory lane back to the 1990s. Specifically, we cover the bull run in the 90s that occurred in the NASDAQ where the index rose by more than 500%...
info_outline
Tips to Adjust Your Retirement Plan (and Earnings, Too)
Left Brain Thinking
The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you can make with your retirement accounts at the beginning of the year. We also do a quick dive into the beginning of earnings season and Noland shares some of his conclusions after having read a number of the earnings calls coming from some of the world's biggest and most important...
info_outline
The Fed Finally Lets Up! Why We Are Optimistic for 2024
Left Brain Thinking
0:00 Intro 2:20 Market Recap 4:39 Topic 1: Putting the Macro Behind Us (For Good) 7:59 Topic 2: What Makes Us Optimistic for 2024 The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal Reserve Chairman Jerome Powell's press conference this week, it seems evident that the Fed is done with interest rate increases for the current cycle. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss our improving view of the...
info_outline
Turnaround Candidates for 2024: Jarvis® Update December 1, 2023
Left Brain Thinking
Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally". In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress take a look back on the last three years in the market, which have been challenging for both growth and income investors alike. With that said, difficult times seem to have set the stage for a potentially profitable time for investors in 2024 and beyond. In this week's second...
info_outlineThis week our CEO Noland Langford sat down with an old friend of the show, Chuck Jaffe, for a good old-fashioned stock talk.
Noland starts out the show giving a review of 2023 year-to-date, noting the top-heavy nature of the market over the past 9 months. He mentions that he is looking for opportunities in small and mid-cap stocks, both of which have underperformed in 2023.
Noland discussed some of his favorite ideas in the current market, including DraftKings (DKNG) and two of his best ideas in the oil services and drilling industry: Schlumberger (SLB) and Transocean (RIG).
Chuck closes out the show by running Noland through a gauntlet of five stocks in the Lightning Round, giving you the Left Brain view on some of the stocks on listeners' minds.
We want to thank Chuck and his team for hosting Noland on the show this week. To learn more about the show, "Money Life with Chuck Jaffe", head over to moneylifeshow.com
To set time directly on our calendar for a no-cost, no-obligation consultation with one of our Left Brain advisors, head over to Book Time to Speak with a Left Brain advisor