361 episodes

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

SA For FAs Seeking Alpha

    • Business
    • 4.7 • 69 Ratings

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

    The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’

    The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’

    The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash flows and other tools of fundamental analysis are compromised when the so-called risk-free rate of money has been openly distorted for so long, and why other factors are worthy of consideration. It also suggests that investors always be prepared for risk-off scenarios.
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    The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity

    The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity

    At a time when oil majors are facing increasing pressure to reduce greenhouse-gas emissions, a key question for investors concerns not which future technologies will prevail but who is helping these companies get rid of their methane right now. This podcast (6:40) argues that Baker Hughes’s solutions are performing right now in an area of rising regulatory scrutiny and hence growing market importance.
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    The Asset Allocator: Ambev - A Major Brewery, Excellent Value

    The Asset Allocator: Ambev - A Major Brewery, Excellent Value

    Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom lifts its currency. This podcast (7:28) argues that Ambev is already increasing revenue while cyclical factors should help it cut costs, fueling a renewed look by investors at an emerging-markets company with a popular product and solid customer base.
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    • 7 min
    The Asset Allocator: A Peaceful Portfolio

    The Asset Allocator: A Peaceful Portfolio

    I have no regrets about missing out on a stock on my watchlist that moved up 700 percent this past year, but feel more regret for a value stock I failed to snatch before it moved up 25 percent. This podcast (6:21) argues that past experience, which in my case has shown that the market ultimately recognizes value, encourages me to hold cash while searching for value stocks with long runways, enabling me to enjoy the tranquility of a portfolio requiring just mild supervision.
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    • 6 min
    The Asset Allocator: Prediction Is Fiction

    The Asset Allocator: Prediction Is Fiction

    The contemporary prophet Harry Dent Jr. says the stock market will collapse this month. The financial newsletter writer even added that he will quit his job if he is wrong. This podcast (6:21) warns that even the most brilliant economic sages – like the great American economist Irving Fisher – falter when they make predictions, because their vast knowledge does not endow them with this ability. Hoping to cure investors of their innate credulity, I summon the story of the Witch of Endor, which memorably illustrates the fraudulence of acts of divination.
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    • 6 min
    The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory

    The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory

    From Ancient Rome to Argentina under Peron to the U.S. over the past two decades, extreme spending unmoored to tax revenue has a hoary history ill befitting the title “Modern” Monetary Theory. This podcast (7:42) argues that MMT is not a theory awaiting adoption but rather a description of the bipartisan policy of the United States for some time now, though never more so than under its current “go big” moniker. But will “go big” become “go bankrupt?” 
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    • 7 min

Customer Reviews

4.7 out of 5
69 Ratings

69 Ratings

lJP303 ,

Enjoy

Glad to see you are back. Enjoy your insight. Thanks

MIA737CA ,

I never miss an episode.

Good solid info with no hype

DNot ,

Concise, intelligent, and directly to the point

Gil Weinreich is consistently helpful and direct with advice for financial advisors. And with very short daily recordings, if you want to improve you business and your life, you can't find a better way to spend 6-12 minutes. Thank you Gil!

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