The Wall Street Transcript

Thematic ETFs Target Consumer Niches, Longevity and AI Cybersecurity

Jeff Weniger, CFA, discusses Corgi Invest’s disruptive ETF lineup—ranging from lifestyle and longevity consumer funds to AI cybersecurity, genomics, and low-cost fixed income strategies.
The Wall Street Transcript

Cannabis and Psychedelics Gain Momentum After Years of Setbacks

AdvisorShares Portfolio Manager Dan Ahrens analyzes the market opportunities, regulatory developments, and top stock holdings across actively managed cannabis (MSOS, YOLO) and psychedelics (PSIL) ETFs ...
The Wall Street Transcript

Affluent Consumers Favor Experiences Over Traditional Luxury Purchases

U.S. Global Investors Portfolio Manager Joanna Sawicka discusses trends in the luxury market, high-net-worth spending, luxury travel, and the USLUX fund.
The Wall Street Transcript

Thematic ETF Targets Five Forces Reshaping the Investment Landscape

Portfolio Manager Keith Fitz-Gerald discusses the Fitz-Gerald Must-Have Portfolio ETF (FITZ), highlighting its strategy of concentrating in 20 to 30 top global companies across five core themes: ...
The Wall Street Transcript

Traditional Banks Provide Market Stability but Offer Limited Upside

Hennessy Funds PM David Ellison discusses financial sector health, bank valuations, the impact of Fed rate moves, and top holdings in HSFNX and HLFNX.
The Wall Street Transcript

Data Center REITs Stand to Gain as Supply Tightens

Nick Tannura and Karl Zeller break down market cycles, sector valuations, and the case for active REIT management in the ALPS Active REIT ETF (REIT).
The Wall Street Transcript

Food Distributors and Agriculture Stand Out in Weak Consumer Sector

ICON Advisers CIO Scott Callahan shares insights on consumer sector value, bottom-up investing, and market overreactions across discretionary and financial stocks.
The Wall Street Transcript

Scarce Deposits and Industry Consolidation Favor Junior Gold Miners

Greg Orrell, Portfolio Manager of the OCM Gold Fund, discusses unique opportunities and risks in the precious metals sector, the critical role of central bank buying and federal deficits in driving ...
The Wall Street Transcript

Hemlo Mining Corp.

The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript

Dick’s, Intuit and Capital One Offer Value After Pullbacks

TWST: You’re hardly new to value investing, but the firm Value87 Investment Partners is new. Tell us about the genesis of Value87 and give us a snapshot of the ...
The Wall Street Transcript

Value Manager Sees Upside in Ethan Allen, Seacor Marine and AerSale

John E. Deysher, CFA, is President of Bertolet Capital LLC, adviser to the Pinnacle Value Fund. He is responsible for the fund’s daily investment activities and has more than 40 years of investment ...
The Wall Street Transcript

Value Strategy Plays Defense with “Win by Not Losing” Approach

Thomas Hiester, CFA, is a Portfolio Manager on the Investment Strategy Team at SKBA Capital Management. He also serves as a Senior Securities Analyst and is an equity owner of the firm. He is ...