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

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

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

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

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

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

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

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

Air Canada

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

Activeworlds Corp.

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

Engineering Software Remains Resilient Despite Manufacturing Weakness

Jay Vleeschhouwer is Managing Director - Software Research at Griffin Securities. Mr. Vleeschhouwer has over 40 years of research analyst experience in the technology sector, including software, ...