Episodes

  • Decoding Nonfarm Payrolls: Jose Torres on Employment Data Revisions and Economic Insights
    Jan 8 2025
    In this insightful episode of WealthWise, host Jordan Kimmel, Founder of MagnetInvesting Insights, welcomes Jose Torres, Senior Economist at Interactive Brokers, for an essential discussion on the Nonfarm Payrolls employment report and its impact on the economy. Recorded on August 28th, Jose provides a masterclass on understanding the components of the monthly employment report, dissecting the reasons behind the recent surge in revisions and what these changes signal for investors and market watchers. 📊 Key topics include: * The anatomy of the Nonfarm Payrolls report. * Why revisions have become so significant in recent months. * Actionable insights for interpreting future employment data. If you’re an investor or economist aiming to navigate the complexities of employment data, this episode is a must-listen! For those who wish to view the video version of this episode, please click here to be redirected to the CrossCheck Media channel on YouTube. 📩 Subscribe to the CrossCheck Media YouTube Channel to stay updated on all things wealth and Wall Street: CrossCheck Media on YouTube. #WealthWise #JoseTorres #NonfarmPayrolls #EmploymentReport #EconomicData #JordanKimmel #MagnetInvestingInsights #CrossCheckMedia #WallStreet #BTT
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    17 mins
  • Buy Hold Sell: Nvidia's Future, Fed Moves, and a Trump 2025 Market Outlook with Barbara Doran
    Jan 7 2025
    In this special episode of Buy Hold Sell, recorded on August 29th and now available to the public, co-hosts and Wall Street veterans Tobin Smith, CIO of TransformityResearch.com, and Todd M. Schoenberger, CEO of CrossCheck Media Inc., sit down with Barbara Doran, CEO of BD8 Capital Partners and frequent CNBC guest, for an in-depth market analysis. 📈 What’s in store for Nvidia? Barbara Doran takes a deep dive into the investment potential of Nvidia, addressing whether the stock still has room to grow and offering actionable advice for current and prospective investors. Spoiler alert: Barbara’s insights, recorded months ago, remain spot-on and are highly relevant for 2025! 🏛️ Fed Moves and 2025 Investment Strategies The trio also dissects the Federal Reserve’s likely positioning in 2025 and explores unique investment opportunities that could arise in a potential Trump 2.0 Presidency. 🎥 Don’t miss out! Gain exclusive insights that can help shape your portfolio decisions as we kick off 2025. 📩 Subscribe to the CrossCheck Media YouTube Channel to stay in the loop on future episodes and expert discussions: CrossCheck Media on YouTube. #BuyHoldSell #Nvidia #BarbaraDoran #FederalReserve #InvestmentStrategy #WallStreet #TobinSmith #ToddSchoenberger #Trump2025 #FinancialMarkets #BTT #CrossCheckMedia
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    35 mins
  • Navigating Wall Street with Sabrient's Scott Martindale: Insights on a Trump 2.0 Presidency
    Jan 7 2025
    In this episode of "WealthWise," host Jordan Kimmel engages in a compelling conversation with Scott Martindale, CEO of Sabrient Systems—a quantitative equity research firm specializing in unbiased, fundamentals-based rankings, ratings, and indexes to support investment strategies. Scott shares his perspectives on the potential implications of a Trump 2.0 presidency for Wall Street and individual investment portfolios. He also delves into the insights presented in "How to Build High Performance Stock Portfolios," the latest book by Sabrient's Founder and Chief Market Strategist, David Brown. This guide offers a step-by-step approach to constructing robust stock portfolios, blending quantitative analysis with practical investment strategies. Tune in to gain valuable knowledge on: ~ How political shifts could impact market dynamics and investment decisions. ~ Strategies for building high-performance stock portfolios using Sabrient's methodologies. ~ The role of quantitative research in identifying growth opportunities. Don't miss this insightful discussion that bridges the gap between political developments and investment strategy, providing actionable advice for investors seeking to navigate the evolving financial landscape. For those who wish to view the video version of this episode, please click here to be redirected to the CrossCheck Media channel on YouTube, and remember to click Subscribe. #WealthWise #ScottMartindale #SabrientSystems #InvestmentStrategies #TrumpPresidency #StockPortfolios #DavidBrown #QuantitativeResearch #JordanKimmel #FinancialInsights #BTT #CrossCheckMedia
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    18 mins
  • Unlocking Elite Performance: A Conversation with Evan Marks of M1 Performance Group
    Jan 6 2025
    In this special episode of "Buy Hold Sell," host and CEO of CrossCheck Media, Todd M. Schoenberger, engages in a compelling discussion with Evan Marks, Founder of M1 Performance Group—a premier mental performance coaching firm dedicated to elevating the performance and well-being of high achievers. Evan shares his expertise in breaking down mental barriers faced by investors, hedge fund managers, and athletes. Drawing from his experiences as a Division I lacrosse player at the University of Pennsylvania and his work in the hedge fund space, he provides actionable advice on developing mental toughness, focus, and resilience. The conversation also delves into personalized coaching strategies, including advice for Baltimore Ravens' quarterback Lamar Jackson on achieving peak performance in pursuit of a Super Bowl trophy. Evan's approach mirrors the techniques popularized by performance coaches in both corporate and athletic arenas, emphasizing the importance of mental conditioning in high-pressure environments. Tune in to gain valuable insights into optimizing mental and emotional resilience, and learn how M1 Performance Group combines cutting-edge performance psychology with personalized coaching strategies to help clients thrive. For those who wish to view the video version of this interview, please click here to be redirected to the CrossCheck Media channel on YouTube. #BuyHoldSell #EvanMarks #M1PerformanceGroup #MentalPerformance #Coaching #Investing #AthleteMindset #LamarJackson #HedgeFunds #PerformancePsychology
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    47 mins
  • Unlocking Elite Performance: A Conversation with Evan Marks of M1 Performance Group
    Jan 6 2025
    In this special episode of "Buy Hold Sell," host and CEO of CrossCheck Media, Todd M. Schoenberger, engages in a compelling discussion with Evan Marks, Founder of M1 Performance Group—a premier mental performance coaching firm dedicated to elevating the performance and well-being of high achievers. Evan shares his expertise in breaking down mental barriers faced by investors, hedge fund managers, and athletes. Drawing from his experiences as a Division I lacrosse player at the University of Pennsylvania and his work in the hedge fund space, he provides actionable advice on developing mental toughness, focus, and resilience. The conversation also delves into personalized coaching strategies, including advice for Baltimore Ravens' quarterback Lamar Jackson on achieving peak performance in pursuit of a Super Bowl trophy. Evan's approach mirrors the techniques popularized by performance coaches in both corporate and athletic arenas, emphasizing the importance of mental conditioning in high-pressure environments. Tune in to gain valuable insights into optimizing mental and emotional resilience, and learn how M1 Performance Group combines cutting-edge performance psychology with personalized coaching strategies to help clients thrive. #BuyHoldSell #EvanMarks #M1PerformanceGroup #MentalPerformance #Coaching #Investing #AthleteMindset #LamarJackson #HedgeFunds #PerformancePsychologyExplore the podcast
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    48 mins
  • Mastering Buy-Write Investment Strategies | WealthWise with Jordan Kimmel & John Dobosz
    Jan 4 2025
    In this insightful episode of "WealthWise," host Jordan Kimmel sits down with John Dobosz, renowned investment strategist and former editor of Forbes Dividend Investor, Forbes Premium Income Report, and Forbes Billionaire Investor. Following the closure of these esteemed newsletters, John has transitioned to a featured contributor role at ProInvestor Insights, bringing his wealth of knowledge to a new audience. During the discussion, John delves into his acclaimed "Buy-Write" investment models, explaining their mechanics and sharing real-world examples of success. This strategy, which involves buying stocks and writing covered calls, has proven valuable for investors seeking to enhance returns and manage risk. John's expertise offers viewers a deeper understanding of this sophisticated investment approach, making it accessible to both seasoned investors and newcomers alike. Don't miss this opportunity to learn from one of the industry's leading minds. Watch the full episode to gain actionable insights that could elevate your investment strategy. Stay ahead in the financial world by subscribing to the ProInvestor Insights Newsletter. Join a community of informed investors and receive exclusive stock picks, expert financial advice, and deep market insights straight from Wall Street’s top minds. Subscriptions are complimentary for students and active-duty military and their families. Sign up for free at ProInvestorInsights.co. YouTube Optimization Tags: #WealthWise #JordanKimmel #JohnDobosz #BuyWriteStrategy #CoveredCalls #InvestmentStrategies #ProInvestorInsights #StockMarket #FinancialEducation #InvestingTips #WallStreet #DividendInvesting #OptionsTrading #FinancialPlanning #MarketAnalysis #BTT #CrossCheckMedia For a glimpse into what ProInvestor Insights offers, watch this brief promotional video featuring Jordan Kimmel: Discover the Edge with ProInvestor Insights!
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    14 mins
  • Wall Street 2024 in Review & 2025 Outlook | WealthWise with Jordan Kimmel & José Torres
    Jan 2 2025
    In the latest episode of "WealthWise," host Jordan Kimmel engages in a compelling discussion with José Torres, Senior Economist at Interactive Brokers, reflecting on Wall Street's performance in 2024 and providing insights into what investors can anticipate in 2025. They delve into the implications of the forthcoming Trump administration on investment opportunities and explore why potential increases in the unemployment rate might not be detrimental to the U.S. economy. Don't miss this insightful conversation that could inform your investment strategies for the coming year. Watch the episode now and gain valuable perspectives from industry experts. Additionally, stay ahead in the financial world by subscribing to the ProInvestor Insights Newsletter. Join a community of informed investors and receive exclusive stock picks, expert financial advice, and deep market insights straight from Wall Street’s top minds. Subscriptions are complimentary for students and active-duty military and their families. Sign up for free at ProInvestorInsights.Substack.com. For a glimpse into what ProInvestor Insights offers, watch this brief promotional video featuring Jordan Kimmel: Discover the Edge with ProInvestor Insights! #WallStreet #2025InvestmentStrategies #WealthWise #JordanKimmel #JoséTorres #InteractiveBrokers #ProInvestorInsights #TrumpAdministrationInvestments #UnemploymentRate #StockMarketForecast #InvestmentOpportunities2025 #EconomicInsights #FinancialPlanning #MarketAnalysis #BusinessNews #BTT #CrossCheckMedia
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    21 mins
  • AI for Investment Managers: Boosted.ai CEO Josh Pantony on Revolutionizing Finance
    Dec 14 2024
    In this episode of Buy Hold Sell, Wall Street traders and co-hosts Tobin Smith and Todd M. Schoenberger are joined by Josh Pantony, the CEO and co-founder of Boosted.ai. Boosted.ai is transforming the financial industry with its AI-driven software, Boosted Insights, which empowers investment managers to enhance their decision-making, streamline workflows, and uncover new opportunities. Josh shares how artificial intelligence is bridging the gap between data and actionable insights, tackling challenges unique to the financial sector, and revolutionizing portfolio management. From leveraging natural language processing (NLP) to addressing numeric data complexities, Boosted.ai is at the forefront of the AI revolution in investment management. Tune in to learn how AI is shaping the future of finance. 🎥 For those who wish to view the video version of this episode, watch now and explore the tools that are empowering investment managers worldwide! Simply click here to be redirected to the CrossCheck Media page on YouTube and remember to click Subscribe. 👉 Subscribe for more: @CrossCheckMedia & @BizTalkTodayTV‬ 💥Buy Hold Sell is a CrossCheck Media production and distributed via Biz Talk Today TV (BTT).💥 📡Social Connections: Twitter: @XCheckMedia, @BizTalkTodayTV, @BuyHoldSellTV, @TobinSmith, @TMSchoenberger Instagram: @CrossCheckMedia Follow Josh Pantony at Boosted.ai 📺 Don’t miss insights into AI's impact on productivity and risk management for asset managers. #AIinFinance #ArtificialIntelligence #InvestmentTools #BoostedAI #JoshPantony #BuyHoldSell #FinancePodcast #FinTech #AIforPortfolioManagers #FinancialInnovation #InvestmentStrategies #BoostedInsights #TobinSmith #ToddSchoenberger #WallStreet #CrossCheckMedia #BTT
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    38 mins