AlphaNooner by AdvisorShares

AdvisorShares
  • 5.0 (3)
  • Investing

ALPHANOONER Markets. Themes. The people investing in what comes next.

  1. 1d ago

    AlphaNooner - Are Investors Overlooking Boring Stocks? Eddy Elfenbein on AI & the Market

    Are investors overlooking boring stocks while the market chases AI? Eddy Elfenbein joins AlphaNooner to talk about the bond market, Federal Reserve policy, the excitement surrounding AI, and the investment case for less glamorous businesses. Eddy shares how he evaluates companies, identifies risks, and separates market narratives from business fundamentals. In this episode, we discuss: what earnings, interest rates, and the bond market could be signaling for stocks; AI valuations and market bubbles, including lessons from the dot-com era, the excitement surrounding Anthropic, and the risks of investing in transformative technologies; why established businesses with recognizable products and durable earnings can offer compelling investment stories; finding opportunities beyond the AI trade, with a look at companies including Nathan's Famous, Church & Dwight, and Amphenol; what AI disruption could mean for established companies such as Adobe and Intuit; and the discipline of stock picking, from evaluating business quality to maintaining conviction and knowing when patience matters. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=UPLEo_7ETdE Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  2. 3d ago

    AlphaNooner - The Buyback Boom: Finding Value Beyond Big Tech with Minyi Chen

    Companies are spending billions buying back their own shares, but not all stock buybacks create value for investors. What separates a smart share repurchase from a company simply spending cash? Minyi Chen joins AlphaNooner to explore the stock buyback boom, what repurchase activity reveals about corporate confidence, and where investors might find opportunities heading into earnings season. In this episode, we discuss: what makes a good stock buyback, and why reducing shares outstanding matters more than the size of a repurchase announcement; buybacks vs. dividends and what each reveals about corporate capital allocation; how Big Tech and AI leaders like Apple and Nvidia approach share repurchases; why buyback activity varies across sectors like energy and what those differences may signal; how investors can evaluate buyback activity beyond mega-cap stocks; and what to watch on earnings and market concentration as companies report results and allocate capital. Whether you're a financial advisor evaluating equity strategies or an individual investor looking to better understand stock buybacks, this conversation offers a closer look at the fundamentals behind corporate share repurchases. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=aW86-Z1q7Ao Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  3. Oct 23

    AlphaNooner - How a Short Seller Spots Weak Stocks with Brad Lamensdorf on Valuations, Credit & Earnings

    How do short sellers identify vulnerable companies, even when the broader stock market is rising? Veteran short seller Brad Lamensdorf joins AlphaNooner to explain the warning signs he watches, from aggressive accounting and weakening cash flow to valuations that depend on growth companies may struggle to deliver. We discuss why he favors shorting individual companies over broad market indexes; how rising borrowing costs could pressure earnings and stock valuations; where he sees risks in private credit, commercial real estate, and regional banks; his bearish thesis on Carvana and its valuation relative to other auto retailers; what he's watching in insurance, software, and consumer businesses during earnings season; and whether investors can remain bullish over the long term while selectively hedging risk. Lamensdorf shares his perspective on companies including Carvana, Oracle, DraftKings, and Western Alliance, and explains what he looks for beyond the headline earnings numbers. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=d0F1CwZtODU Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  4. Oct 21

    AlphaNooner - Cannabis Investing: What Changes the Thesis? with Sam Armenia on Rescheduling

    How is the cannabis investment thesis evolving as investors await the next step in federal rescheduling? Sam Armenia, Director of Capital Markets at Vireo Growth, joins AlphaNooner to discuss regulatory catalysts, institutional investor interest, and the business fundamentals shaping the sector. Ahead of the October 21 deadline in the rescheduling process, we explore: his reading of the DEA's brief and what he's watching next; what's bringing investment funds back to cannabis, and what's keeping them on the sidelines; how consolidation, cash flow, and financing costs are changing the investment landscape; and why he believes many operators are better positioned today, and where uncertainty remains. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=Jexu9VmorwU Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  5. Oct 15

    AlphaNooner - Canadian Cannabis Stocks: What Makes Cannara Biotech Different?

    Is Canadian cannabis entering a new phase of growth, and what separates the companies positioned to succeed? Cannara Biotech (TSX: LOVE | OTCQX: LOVFF) COO Niko Sosiak joins AdvisorShares AlphaNooner to discuss the outlook for Canadian cannabis stocks, Cannara's competitive advantage in Québec, and its strategy for scaling profitably. We explore the company's expanded $34 million supply agreement with Curaleaf, growing demand for premium cannabis products, opportunities for international expansion, and what U.S. cannabis rescheduling could mean for the broader industry. Plus, what should cannabis investors watch heading into 2027? AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=A8Lgmv8dHfU Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  6. Oct 9

    AlphaNooner - Cannabis Stocks: The Shakeout Before the Breakout? with Todd Harrison

    Are cannabis stocks approaching a turning point, or is there more pain ahead? Investor Todd Harrison joins AlphaNooner to discuss the selloff, the potential for a contrarian opportunity, and what could bring investors back to one of the market’s most beaten-down sectors. From federal cannabis rescheduling and institutional capital to individual stock opportunities, Todd shares his perspective on what matters next for investors. In this episode: why Todd sees a possible “shakeout before the breakout”; what could bring institutional investors and family offices back; cannabis stock opportunities, including Village Farms, Vireo and Glass House; how Schedule III and Section 280E tax reform could change the investment landscape; the growth opportunity in Texas and other emerging markets; and what the midterm elections and broader stock market could mean for the sector. Whether you're following cannabis, researching small-cap growth stocks or looking for contrarian investment opportunities, this conversation examines the risks, catalysts and companies worth watching. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=M6CeWeTDtYE Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  7. Oct 8

    AlphaNooner - The 2027 Cannabis Map: What Could Change After the Midterms?

    Hirsh Jain, founder of Ananda Strategy and newly appointed board member of LEEF Brands, joins AlphaNooner to look at how the 2026 midterms could reshape the cannabis policy map heading into 2027. We dig into Pennsylvania and the legislative path for adult-use cannabis, what changes in Texas, Wisconsin and Iowa could mean for reform efforts next year, and why the margin on Massachusetts' cannabis repeal initiative could matter beyond the state itself. Plus, Hirsh discusses his new role on the board of LEEF Brands and what he sees ahead for the company and the broader cannabis industry. Chapters0:00 Introduction0:48 Pennsylvania outlook7:51 Wisconsin analysis13:08 Iowa and state impacts17:51 Texas and national context24:10 Massachusetts and conclusion AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=TtBmYybCovI Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

  8. Oct 7

    AlphaNooner - What Mattered This Week in the Markets?

    AdvisorShares CEO Noah Hamman joins Mackenzie Peterson for a Friday AlphaNooner recap of the biggest market and investing stories of the week. From interest rates and the latest moves in stocks to AI, cannabis, and other investment themes making headlines, they break down what mattered, what may be getting overlooked, and what investors should be watching next. AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next. Watch the full video on YouTube: https://www.youtube.com/watch?v=_Tb1fQjTpr8 Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

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Ratings & Reviews

5
out of 5
3 Ratings

About

ALPHANOONER Markets. Themes. The people investing in what comes next.

Information

  • Creator
    AdvisorShares
  • Years Active
    2025 - 2026
  • Episodes
    159
  • Rating
    Explicit
  • Copyright
    © 2026 AdvisorShares
  • Show Website
    AlphaNooner by AdvisorShares

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