Investing With IBD

Stock market historian and author John Boik joined the "Investing With IBD" podcast this week to give his thoughts on the current trading environment, leading stocks and how the artificial intelligence theme is propelling the market forward. Boik details why the greatest traders of all time, including IBD founder Bill O'Neil, were students of history and how that helped them become elite traders. Plus, we review Nvidia (NVDA), Super Micro Computer (SMCI) and Celsius (CELH). For the video version visit www.investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Often a follow-through day happens and it's hard to believe because things have been so bad. By the time you believe the market rally is for real, it might be too extended for proper purchases. In this week's podcast episode, we discuss what rules and strategies to use to be on the right side of the market at the right time. We finish with a look at gaming stock Netease (NTES), travel stocks like United Airlines (UAL), and drug maker Novo Nordisk (NVO). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Rhind, founder and CEO of GraniteShares, rejoins the podcast for a look at one of the newer ETF products: leveraged single stocks. He discusses them as a trading vehicle but shares the downsides as well. We spend time on some of the specific offerings including GraniteShares 1.25 long Tesla (TSL), GraniteShares 1.5 long Nvidia (NVDL) and GraniteShares 1.75 long Alibaba (BABX). Plus, Rhind shares his thoughts on the macro components of the market. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott St. Clair joins the podcast for a special tribute to the legacy of IBD founder William O'Neil after his passing at age 90. Bill O'Neil encouraged investors to take advantage of wealth-building opportunities in the stock market and shared his strategies for stock market success. We share lessons learned from Bill's decades of educating investors and cover the current market and stocks including UiPath (PATH), Monday.com (MNDY) and CrowdStrike (CRWD). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Leif Soreide, founder of Champion Team Trading, recognizes the difficulties of 2023. But selling into strength and careful concentration has been a winning swing trading strategy for him. He looks at the chip sector as a current area of concentration and shares some of his favorite setups including rocket bases, earnings pivots and low, tight flags. He analyzes Churchill Downs (CHDN) MercadoLibre (MELI), DraftKings (DKNG) and Uber (UBER) and much more. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Lundgren, portfolio manager at MOTR Capital and host of the "Fill The Gap" podcast, discusses the difficulties of the current market for trend followers. But he also argues that trend following is still working just as it should. But a sound process isn't enough. You also need the right mindset to be successful. Lundgren finishes with a look at stocks like Riot Platforms (RIOT), Onto Innovation (ONTO) and Casella Waste (CWST) and Shake Shack (SHAK). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kenny Polcari, Chief Market Strategist at Slatestone Wealth, discusses how having a plan can make navigating a crisis in the stock market easier. As goals change and years accumulate, the plan might not remain the same but it helps take short-term emotions out of your long-term equation. Polcari also takes a broad look at the markets and Fed action and finishes with analysis on stocks like Amazon.com (AMZN), c3.ai (AI) and Lockheed Martin (LMT). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Carson, news editor at IBD, celebrates Star Wars Day on the podcast with a look at how Jedi can be used as models for investing. He covers how the stocks market is being led by a small band of rebels and why keeping your emotions in check can lead to investing success. Carson finishes with an analysis of the current earnings season and upcoming reports due from stocks like Axcelis Technologies (ACLS), Floor & Decor (FND), and Booking.com (BKNG). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Shreve, senior market writer at IBD, discusses why the medical sector is so important for the "new" factor in stocks. He analyzes the current strength in healthcare vs. the general market and shares insights on how to analyze the story for non-profitable companies. Shreve finishes with fundamental and technical analysis on stocks like Intuitive Surgical (ISRG), Intra-Cellular Therapies (ITCI), Inspire Medical (INSP) and Dexcom (DXCM). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Caruso, head of Caruso Insights, rejoins the podcast to talk about tools to get a sense of the health and breadth of the stock market. The advance/decline line, new highs vs. new lows are examples of indicators that contrast with the index strength. Caruso compares the events of follow-through days vs. the process revealed by these indicators. He finishes with analysis on stocks like Samsara (IOT), Arista Networks (ANET) and Floor & Decor (FND). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Fitzpatrick, founder of Stock Market Mentor, rejoins the podcast to cover the current market environment and explains why he switched from a "top-down" to "bottom-up" approach for finding stocks. He also shares how sometimes just "doing the math" can help you uncover whether you are on the right track for your investing strategy. He finishes with analysis on stocks like Arista Networks (ANET), Analog Devices (ADI) and Marathon Digital (MARA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Chung, deputy markets editor at IBD, discusses some of the inside stories of IBD and William O'Neil to help celebrate the IBD founder's recent birthday. Chung covers lessons learned from Bill O'Neil as he worked on the Investor's Corner feature and 2004 book "Investor's Business Daily And The Making of Millionaires." He shares those lessons in the current market context and with stocks like On Holdings (ONON), MercadoLibre (MELI) and Rambus (RMBS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

IBD's Scott St. Clair along with O'Neil Global Advisors portfolio manager Irusha Peiris share memories, stories and lessons from their more than 10 years working together at MarketSmith. Plus, they discuss the current stock market rally and analyze Southern Copper (SCCO), MercadoLibre (MELI) and Aehr Test Systems (AEHR). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan Worch, a hedge fund manager for Worch Capital, discusses the challenges of the current market both on the technical and macroeconomic level. He also shares how his focus on strength helps avoid big losses like we've seen in the recent banking crisis. Worch analyzes warnings signs that were present in SVB Holdings (SIVB) and finishes with a look at stronger names including On Holdings (ONON), Novo Nordisk (NVO) and Arista Networks (ANET). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Kosar, Chief Market Strategist of Asbury Research, discusses a trendless market that has been rocked with recent volatility due to bank failures. He identifies important inflection points in the current market and finishes with a look at different sectors including SPDR S&P Metals and Mining ETF (XME) shifting to SPDR Gold Shares ETF (GLD) and the strength of technology comparing SPDR NYSE Technology ETF (XNTK) to Select SPDR Technology ETF (XLK). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Studebaker, president of ROBO Global, makes the case that the type of landing the Fed can navigate is the wrong question. He thinks the more interesting question is what kind of landing gear do you have? Artificial intelligence and automation may provide the answer with productivity gains. He finishes by covering themes and stocks like Rockwell (ROK) in warehouse logistics, Natera (NTRA) in healthcare, and Zebra (ZBRA) in the internet of things. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's going on with the VIX being so low? Jon Najarian, co-founder of Market Rebellion, explains the unintended consequences of 0 days to expiration (0DTE) options. Is it going to require an update to the VIX calculation? He also covers current market action and shares unusual option activity he's noticed recently. Najarian concludes with analysis on Tesla (TSLA), Alphabet (GOOG), and the Sector SPDR Industrial ETF (XLI). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

IPOs are the life blood of future stock market winners. But after the bear market dried up the supply in 2022, how do we move forward? In this podcast episode, Kathy Donnelly, co-author of The Lifecycle Trade talks about the current market and uses some current stocks as examples of the patterns to expect as the market recovers. She concludes with a look at potential setups with On (ONON), Allegro Microsystems (ALGM), Doubleverify (DV). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Super Bowl might be over but buyers and sellers are still battling it out in the stock market. But how do you know who's winning? Brian Shannon, founder of Alphatrends, goes in depth on how to use Anchored Volume Weighted Average Price (AVWAP) to give you the answer. He goes through multiple examples and finishes with current setups, entries and exits in Fastenal (FAST), Freshworks (FRSH), Papa Johns (PZZA) and Boston Scientific (BSX). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Subsequent follow-through days and power trends are strong signals in the current market. But how have these played out in the past? In this podcast episode, Justin and Irusha take a look at a few key historical examples where the signs of strength reached similar levels, and what happened afterwards. They also compare signs of strength in individual stocks including ON Semiconductor (ON), Old Dominion Freight Line (ODFL) and New Relic (NEWR). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's been a nice start to the year for stocks. But before the Fear Of Missing Out gets the better of you, author of The Trading Book Anne-Marie Baiynd explains why patience is necessary. She delves into technical analysis that offers guides on support and resistance levels to ultimately time your purchases right. She also covers current market action plus applying technical analysis to Tapestry (TPR), Rockwell Automation (ROK) and Dexcom (DXCM). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone is focused on the tightening action of the Fed, but have you noticed the tightening action in charts? Joe Fahmy, Managing Director at Zor Capital, rejoins the podcast to talk about a change in character he's seeing in the market environment. Tight action in charts can give you clues for future leadership. He also covers current market action and sectors including the SPDR Sector Biotech ETF (XBI), Revance Therapeutics (RVNC) and KLA (KLAC). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Human nature comes with pitfalls when investing. David Keller, Chief Market Strategist at Stockcharts.com rejoins the podcast to talk about two biases that can hinder your investing success: confirmation bias and the endowment effect. He also discusses the current rally and how charts can give you a better read than macroeconomic factors. He shares some stocks on his radar including the VanEck Gold Miners ETF (GDX), Ulta Beauty (ULTA) and D R Horton (DHI). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the return of our former producers! Hot off their Las Vegas adventure, Alissa Coram and Alexis Garcia join the show to share notes from CES 2023. They give their take on the CES and what areas stood out the most. Justin and Irusha finish the episode off with a look at the new rally and whether it can be trusted. Finally, we analyze some stocks including steel producer Nucor (NUE), insurance broker AON (AON) and retailer Ethan Allen (ETD). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Hirsch, of The Stock Trader's Almanac, is back with our annual New Year's tradition. He shares statistics from his "trifecta" of early performance indicators and the longer-term cycle analysis that together help forecast the potential for a year. He covers how they worked in 2022 and what they say about 2023. He also revisits the seasonality trade of Energy Select SPDR ETF (XLE), Steel Dynamics (STLD) and UnitedHealthcare (UNH). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your favorite episode from 2022? That would be hedge fund manager Jim Roppel getting into the nitty gritty of how to survive a stock market correction. In this rebroadcast from 5/12, Roppel discusses why it’s important to stay disciplined and engaged in times of a market downturn to prepare for the next bull. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two technical analysis legends share stories from their decades of stock market experience. Tom Dorsey popularized point and figure charting and Ralph Acampora co-founded the CMT association for the Chartered Market Technician designation. Together they talk about how technical analysis started as an outcast anomaly in the investing world to a staple of analysis. They bring a historical perspective to current market conditions and navigating bear markets. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Roppel, founder of Roppel Capital Management, is back to spread some holiday cheer. No doubt 2022 was a brutal year. But it's still important to learn lessons, like the need for discipline, that will make you a better investor in the future. He also shares what investors should be looking for in the next bull market. Stocks currently on his radar include: Super Micro Computer (SMCI), Allegro Microsystems (ALGM), Halozyme (HALO) and Caterpillar (CAT). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Bennett, founder of InvestWithRules.com, has tracked big money moves in mutual funds for years. But what does that look like in a bear market? Bennett touches on the macroeconomic headwinds but is focused on the technical trends for a better gauge of current market health and which sectors are leading. We finish with a look at stocks like O'Reilly Automotive (ORLY), Cigna (CI), Enphase (ENPH), and Legend Biotech (LGND). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared Blikre, global markets reporter at Yahoo! Finance, joins the show to talk about transcendental pillars of investing. Self-reliance, discipline and keeping things simple are elements that can lead to success when mastered. He also breaks down the action of sectors and markets this year to give a sense of the macro picture and where we may be headed. We finish with a look at stocks like TJX (TJX), Chubb (CB), General Mills (GIS) and Boeing (BA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott St. Clair, Premium Product Group Manager at IBD, rejoins the show to stress the importance of selling. With many former leaders down 70% or more, how do you protect your portfolio from taking such big drawdowns? He shares some portfolio management rules that rely on incremental rather than all-or-nothing decisions. Charts are also critical. We finish with a look at stocks like Schlumberger (SLB), APA (APA) and Axcelis Technologies (ACLS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jordan Kahn, CIO at ACM Funds, talks about how to use hedging to dial in the right amount of exposure for a portfolio. Strategies include shorting index and sector ETFs for the portfolio and using option strategies for individual stocks. The hedging helps weather volatility to achieve long-term capital gains. He demonstrates the strategies with a discussion of recent market action and stocks like Quanta Services (PWR), Vertex (VRTX) and Mosaic (MOS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rebroadcast from 5/4, Chris Gessel takes a look at a few past corrections and what the winning stocks looked like as the market had its follow-through day. The relative strength line is one of the striking features of the past leaders. He shares his thoughts on the current market and discusses where growth is in relation to cyclical stocks. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Boik, an author of numerous investing books and a student of market history, talks about what he's learned from studying legends in the world of stock market investing. He reminds us that investing success often comes down to discipline and rules. It's not so much you against the market as it is you against yourself. We also address the action in the market after the Fed meeting and talk about Corteva (CTVA), CF Industries (CF) and ChampionX (CHX). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan Williams, founder and CEO of Cadre, talks about using real estate as an inflation hedge, its risks and rewards, and where he's seeing strength in the market. He finishes with a discussion of how retail investors can gain access to real estate deals previously reserved for institutions and high net worth individuals. Irusha and Justin finish with a discussion on CoStar (CSGP), Rollins (ROL) and Heico (HEI). For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Thomas Carr, founder of Befriend The Trend Trading and know as Dr. Stoxx, shares the indicators he uses to be on the right side of the trend in the stock market. He also shares his journey into investing which didn't start with a degree in finance or economics. Dr. Carr caps off the chat with market analysis and one of his go-to MarketSmith screens with stocks including Interactive Brokers (IBKR), Darling Ingredients (DAR) and Comstock Resources (CRK). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Harris, a portfolio manager at O'Neil Global Advisors, shares his studies on secondary market indicators. While they can give you a good overview of sentiment, he warns that their timing may not be as precise. It can be tempting to anticipate bounces at oversold levels but he makes the argument for waiting until you get a follow-through day. Harris also discusses leading stocks like Celsius (CELH), Shockwave (SWAV) and First Solar (FSLR). For the video version, visit investors.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Dorsey, Founder of Dorsey, Wright & Associates, taught point and figure charting to thousands. He discusses why the technical action in stocks is suggesting a bottom is near and how he uses relative strength to find the leaders for his bullpen. Dorsey also shares strategies he's currently using to create an income stream for himself. Justin and Irusha wrap up with a look at Wingstop (WING), Murphy Oil (MUR) and Arthur J. Gallagher (AJG). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Nielsen and Irusha Peiris discuss how to avoid getting chopped up in a prolonged bear market. When a bear market persists, preservation of capital becomes even more important. We also get a surprise visit from hedge fund manager Jim Roppel. He discusses the opportunities that come after bear markets and current stocks showing leadership qualities including Biogen (BIIB), Eli Lilly (LLY), Aspen Tech (AZPN), Enphase (ENPH), and ShockWave (SWAV). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom O'Halloran, a partner and portfolio manager at Lord Abbett, rejoins the show to talk about why he thinks we might have already hit bottom in the market. The technical picture shows more stocks with characteristics of a bottom and the worst might be over from the Fed. He talks about his process of analysis and covers stocks on his radar including Argenx (ARGX), Insulet (PODD), Cheniere Energy (LNG), Chipotle Mexican Grill (CMG) and Tesla (TSLA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Erickson, CEO of 7investing, rejoins the show to talk about the electric vehicle market. It's not just about the auto manufactures, like Tesla stock, but also the supporting cast members from the batteries that supply the power to the traction inverters that deliver the power more efficiently. Erickson talks about three companies on the cutting edge of innovation including QuantumScape (QS), Wolfspeed (WOLF) and ON Semiconductor (ON). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Know thyself for stock market success. Jared Tendler, a mental game coach, discusses what you need to know about yourself in order to survive long term in the stock market game. Skills increase with time but only if you take the time to learn from mistakes to get incrementally better and "suck less." We wrap up with a talk on markets and sectors on our radar including Invesco Solar (TAN); Global X Lithium Battery Tech (LIT) and Sector SPDR Utilities (XLU). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Opportunity from catastrophe? Andrew Chanin, CEO of ProcureAM, discusses the companies solving the problem of natural disasters and their rising costs. There's prevention and early detection with construction planning firms like Aecom (ACM); a company like generator-maker Generac (GNRC), that helps people amidst the disaster itself; and finally Clean Harbors (CLH) that tackles the aftermath of the disaster. We also breakdown the weakening market action. For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Finding first stage bases of market leaders can lead to life-changing results... if you handle them right. Kathy Donnelly, co-author of "The Lifecyle Trade" discusses why she's been sitting on the sidelines based on the market. She also shares what she's looking for to get the next crop of winners early in their cycle. She uses Twilio (TWLO) as a case study and current watch list ideas with Ollie's Bargain Outlet (OLLI), Toast (TOST) and Duolingo (DUOL). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

School is in session! Omid Malekan, adjunct professor at Columbia Business School, explains how blockchain and cryptocurrency can innovate finance. He answers what future applications look like and how investors can get their hands dirty to expand their understanding. Justin and Irusha end the session with a look at the market, a breakdown in Harmony Biosciences (HRMY), and a resurgence in oil and retail with Exxon Mobil (XOM) and Costco (COST). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

We know that not all follow-through days work, so how can you trust them when they appear? Ross Haber of TraderLion walks through his steps for navigating a follow-through day. He starts by trusting the quantitative aspect but verifies strength with qualitative indicators as well. That's with the breadth and progress of the leaders. He wraps up with a discussion of Cadence Design Systems (CDNS), Karuna Therapeutics (KRTX) and First Solar (FSLR). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you know when you're looking at a company that could change the world? Tasha Keeney, an analyst at ARK Invest, discusses her process for analyzing disruptive innovators. Specializing in automation, robotics and 3D printing, Keeney walks through some of the challenges and opportunities in those industries. Plus, she shares how regularly iterating her process keeps it fresh. Stocks discussed include Stratasys (SSYS), TuSimple (TSP) and Tesla (TSLA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Nielsen and Irusha Peiris discuss how to manage the waves of the current market using a surfing analogy. From position sizing to market timing, we talk about the value of patience, when you might want to cut your ride short, and when it might be best to just watch the waves from the shore. In the last segment, we discuss Invesco Solar ETF (TAN), Monster Beverage (MNST) and Perrigo (PRGO). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Rhind, Founder and CEO of GraniteShares, rejoins the show to talk about the macroeconomic drivers he's watching to make sense of the current market. He also discusses what that might mean for the second half of the year as investors move money around to position themselves for a tightening cycle from the Fed. Justin and Irusha wrap-up the show with a look at the current market, Incyte (INCY), Ollie's Bargain Outlet (OLLI) and Cal-Maine Foods (CALM). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Shreve, a Senior Markets Writer at Investor's Business Daily, discusses how to buy stocks with bottoming bases. After a severe market correction, it can be a while before stocks return to their former highs. Bottoming bases provide early entry opportunities. Shreve lists the elements of strength to look for. He also covers stocks setting up including solar stock Daqo New Energy (DQ), and medical stocks Harmony Biosciences (HRMY) and Axonics (AXNX). For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices