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

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: ...
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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.
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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.
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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.
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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).
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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 ...
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Hemlo Mining Corp.

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The Wall Street Transcript

It’s Not About Diesel Prices Increasing Costs for Trucking Companies, It’s About AI Increasing Productivity

Christopher Kuhn is an Equity Research Analyst at StoneX Group covering the transportation sector, with a particular focus on trucking, less-than-truckload carriers, intermodal transportation and ...
The Wall Street Transcript

Interview with the CEO: Pangaea Logistics Solutions Ltd. (NASDAQ:PANL)

Mads Boye Petersen serves as Chief Executive Officer of Pangaea Logistics Solutions Ltd. and is responsible for the strategic direction, commercial development, execution, and safety. Before being ...
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Intermodal Providers Could Benefit Most From Union Pacific-Norfolk Southern Merger

Daniel Moore is a Senior Research Analyst at Robert W. Baird & Co. covering the Transportation and Logistics sectors. He brings nearly 30 years of experience in investment research and portfolio ...