CEO Noland Langford Talks AI, Cybersecurity, and Energy with Chuck Jaffe
Release Date: 09/15/2023
Forget the Headlines: How Smart Money is Investing in 2025
Left Brain Thinking
In this episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions. We cover: • The real risks investors are facing in 2025 • Why mixing politics and investing is a dangerous cocktail • Where we see growth potential: AI, cybersecurity, digital ads & more • An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not...
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How AI Is Rewriting the Rules of Software Investing | Insights from SaaStr 2025
Left Brain Thinking
Are you a high net worth investor looking to stay ahead of the curve in the age of AI? Here’s your inside track on how artificial intelligence is transforming enterprise software—and where forward-thinking investors are putting capital to work right now. In this episode, Brian Dress (Director of Research at Left Brain Wealth Management) sits down with our CEO & Chief Investment Officer Noland Langford to share powerful insights from the 2025 SaaStr Conference in San Mateo, California. We dive into: How AI is reshaping the competitive landscape for software companies...
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Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025
Left Brain Thinking
0:00 Intro 1:20 Should You Make Changes Post-Election? 2:42 Topic 1: Preparing for a New Administration 5:20 Should You Be Looking at Financials? 8:34 Questioning International Investment Exposure 11:03 Where Can We Expect Outperformance and Underperformance in 2025? 14:39 Topic 2: Talking Interest Rates 19:05 What's New for Left Brain in 2025 New year, new us! We are excited to come to you with the first video of 2025 and in a brand new format. Our plan is to bring you videos of a higher production quality, but there will be some hiccups along the way. We beg your pardon for less than stellar...
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Is "Too High, Too Fast" Really a Thing? Jarvis Update November 22, 2024
Left Brain Thinking
0:00 Intro 0:56 Recapping the Year for the Market's Best Performers 2:28 How to Respond When Your Stocks are Up Significantly 3:59 Topic 1: Debunking "Too High, Too Fast" 13:39 Topic 2: Alternatives if You Can't Stomach Staying Long 16:40 Bonus: Another Income Idea In speaking with clients over the last few weeks, one theme keeps coming up in discussions. Many of their portfolio stocks have made sharp, quick moves higher, prompting two key questions: "Are these stocks too high, too fast? Should I sell?" In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress,...
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The Election is Over -- What's Next? Jarvis Update November 8, 2024
Left Brain Thinking
0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income Security The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don’t Do Anything Rash and (2) Don’t Mix Your Politics with Your Investments! In this week's Jarvis® Update, CEO Noland Langford and...
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How Could This Election Impact Your Portfolio? Jarvis Update October 25, 2024
Left Brain Thinking
0:00 Intro 0:53 A Look Back at the Year to Date 3:52 Topic 1: Investing Around the US Election 7:49 Topic 2: Earnings Season in Full Swing 13:01 Topic 3: BONUS -- Income Securities We know there are jitters among investors as we move swiftly toward the US Presidential #election. Volatility has kicked up over the last 6 weeks, especially as regards #interestrates. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our thoughts on the election. You won't hear us pontificating on matters political, but we do share historical data suggesting that the...
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Are You Taking Full Advantage of Your Company Benefit Plan? Fundamentals of Investing
Left Brain Thinking
0:00 Intro 0:54 Preview 2:11 Topic 1: Deferred Compensation 8:06 Topic 2: After-Tax Contribution to Retirement Plans 12:45 Topic 3: Net Unrealized Appreciation (NUA) So you're an executive at work with an excellent benefit plan. Have you sat down with a professional to make sure you are taking full advantage of every aspect of your plan? This edition of Fundamentals of Investing is the second installment of our "Employee Benefits" series. Working with corporate executives is one of our specialties at Left Brain and there are a lot of aspects to it that you may not have considered. In episode...
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Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing
Left Brain Thinking
0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth. There are three main forms of employee stock compensation: (1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options Each carries...
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How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference
Left Brain Thinking
0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry. In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge...
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Is This a Market in Transition? Jarvis Update September 3, 2024
Left Brain Thinking
0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition? With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we are starting to see some new trends developing, as interest rates begin to crest and move lower. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss some of the most market-moving earnings over the past...
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