Sinopsis
Cody Willard's Cody Underground Podcast. Irreverent, straight-forward and sometimes funny. Stocks, investing, politics, economy, pop culture, sports, music and more.
Episodios
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Rebecca Diamond - Why are you wasting your time playing fantasy football?
20/10/2014 Duración: 30sRebecca Diamond voices a funny radio ad for Scutify. http://Scutify.com.
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Scutify Cody Radio Ad #3
17/10/2014 Duración: 31sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Scutify Cody Radio Ad #2
17/10/2014 Duración: 31sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Scutify Cody Radio Ad #1
17/10/2014 Duración: 31sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Scutify Rebecca Radio Ad #1
17/10/2014 Duración: 29sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Scutify Rebecca Radio Ad #2
17/10/2014 Duración: 30sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Scutify Rebecca Radio Ad #3
17/10/2014 Duración: 30sHere are the commercials for Scutify's new ad campaign that will be running for the next four weeks on SiriusXM channels Fox News, Fox Business and CNBC and starring Cody Willard and Rebecca Diamond. http://Scutify.com.
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Cody Willard answers questions about investing in FB, AAPL, GOOG, Oil, Gold and more
16/10/2014 Duración: 08minCrazy volatile out there. This is all part of the cycle though. As for the trying to game it -- if the reason the market is selling off the last 5% or so is because of #Ebola concerns then I expect a bounce back to new highs relatively quickly. If there's an economic/financial Black Swan (including if #Ebola spreads further), then it's going to be a long way down. I am indeed putting a little capital to work as I raised cash at much higher levels all year. Easy does it tho. Scaling in with tranches as usual. Q. Hi, Facebook FB is one of your largest holdings. Did I read right that you are buying some more now? What price are you looking for? A. Yes, I think $FB is monetizing the heck out of their users and that there's upside to the fundamentals. Earnings report is next Tuesday...and I'm admittedly nervous about it. Speaking of which, buying FB is hard right now. See my article today about why making the hardest trade is usually the right one. Q. What happens to FB stock price if monetization is up but f
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What if Steve Jobs still ran Apple?
09/10/2014 Duración: 07minIn his letter to Apple today, Carl Icahn lists a litany of reasons why Apple’s stock is undervalued and how to get it up closer to what he thinks is fair value right now. I’d like to welcome Carl Icahn, once again, to the “Apple’s undervalued” camp. But I think he’s missing the main reason that Apple isn’t at $200 right now — and that is because it is and always now will be, Steve Jobs-less. I’ve proudly owned Apple since it was trading for less than the cash on its balance sheet, back $1 per share back in March 2003, in large part because I thought that with Steve Jobs having returned as CEO that Apple was poised to become a great Revolution Investment. One of Steve’s greatest attributes was that he was willing to take huge risks and develop crazy new products (like an MP3 player with a scroll wheel on it or a tablet computer called iPad) and platforms (like iTunes or iOS). The biggest (only?) risk that Tim Cook’s had Apple undertake is the upcoming Apple Watch. If Steve Jobs were running Apple today, the
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How to profit from Samsung's coming long, slow decline
07/10/2014 Duración: 05minSamsung Electronics warns on growth expectations as it forecasts 60% fall in quarterly profit (it could have been worse frankly, probably will get worse). Guess who’s been short $EWY as a way to short Samsung in the US and predicting the downfall of Samsung? That’s right, we have. Details include specifics that are exactly what we’d expected when we first put on our short EWY South Korean ETF to get exposure to Samsung’s peak and now, subsequent fall. “The world’s biggest mobile phones and TV maker said it expects an operating income of 4.1tn won ($3.8bn; £2.5bn) for the three months to September. That is below analysts’ expectations for earnings of 5.2tn won. Samsung’s mobile division, its biggest business, has been struggling to maintain its dominance against rivals such as $AAPL and Chinese smartphone-makers Xiaomi and Lenovo.” As I wrote back in January 2013, “Samsung’s products, especially the Galaxy S III, have been selling like gangbusters, but not all reviews I’ve read are stellar. At some point, it
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Q&A on how to navigate a major market sell-off and finding winning stocks
01/10/2014 Duración: 08minQ. Cody, I think it could be very interesting to hear your thoughts on this market situation and please let us know what are you thinking as possible action for a market rebound or if it keep falling. Thanks A. Feet to fire, my take on the market for the near-term is that I think all this day-to-day volatility and big sell-offs are wearing out the bulls and the longs and weak-handed traders. That has probably turned the path of least resistance lower for the next few days or weeks. Again this is feet-to-fire analysis and not something I'm trying to game. I'm going to scale into the best stocks on an opportunistic basis in the context of the broader market near-term moves. My overall analysis continues to point to further bubble-blowing bull market action in years ahead. And regardless, I want to buy Revolutionary stocks that we can own, at least part of our positions in, forever. Q. Right now I am 42% cash as hedged but I think it could be more interesting work on shorting something. Just now I am thinking
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The dollar's huge rally and why it matters
30/09/2014 Duración: 06minThe dollar is on fire and it has been for months now which means it's going to start impacting economies, earnings and expectations around the globe. The impact of of the dollar's big moves could be a short-term phenomenon, but if the move continues with this kind of momentum and magnitude, it will start to have mid- and longer-term economic ramifications (most of which are good for Main Street, but not so good for global conglomerates or Wall Street per se). An old mentor of mine, now Chief Market Strategist at Rosenblatt Securities, Brian Reynolds, taught me long ago that when it comes to currencies and rates that it's not necessarily the direction of the move that counts, but the quickness and the magnitude of the move that matters. Another old mentor of mine, Jim Rogers, writes in his book and used to explain to me on TV that currency trends usually last much longer and go much further than most other markets' trends. Plenty of economists/analysts (me included) have been more focused on the possibility
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Why you should expect even bigger, badder stock market bubbles ahead
29/09/2014 Duración: 04minSince back in 2009, I’ve long been predicting a bigger and badder stock market bubble than ever before. And we’re now in it. But that doesn’t mean it’s all about to come crashing down. Corporate profits, corporate profit margins continue to shock most economists (not me though). The Fed is still in “emergency measures” mode with 0% interest rates and QE and other stealthier forms of helping banks and corporations minimize financial costs (as I’ve outlined for years). The Republican/Democrat regime at the federal, state, county and local levels still kowtow to corporations with ever more excessive subsidies and protection. Every saver and/or retiree is still desperate to find some sort of yield and decent gains on their money. When will it end? The seemingly insanely huge advances in productivity our economy has gained from apps, smartphones, tablets, PCs, Internet, etc., is what has enabled the Fed to play these games much longer and has likewise enabled the Federal government’s debt/low-rates addiction to
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Must-knows for the weekend: Bill Gross, Derek Jeter, Starboard loves Yahoo, and more
26/09/2014 Duración: 05minHere’s (at least part of) what every serious investor and trader needs to know this weekend. Bill Gross Leaving Pimco for Janus: Bill Gross leaving Pimco is pretty big news in the Wall Street world. First thought is why doesn’t Bill just retire? He’s 70 years old and worth, literally, billions. Isn’t there more to life? Second, I’m sure nobody will ever discuss it really, but I wonder if the investigation into his bond-fund pricing mechanisms by the SEC made this decision easier for him. Bill Gross exit weighs on Treasury market: You’ve got to be kidding me that traders and investors in bonds actually base their buy and sell decisions on where Bill Gross is hanging his hat? That’s not a sustainable way to make money in the markets. Starboard is pushing Yahoo to join forces with AOL: I want to short Yahoo (YHOO), as I can hardly believe their lack of revenue growth during the last five years as mobile-ad growth has exploded and online ads have grown steadily. Maybe another few days of rally like this, and I
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Pre-IPO Scams, Is BABA a buy, Too late on AMBA?, Sony, gold and more
24/09/2014 Duración: 10minQ. There is a company called Search Initiatives that is looking for investors. It is supposedly going public sometime in the next year or so. Have you heard of it and if so, do you have any opinion on it? Thanks. "We have a firm commitment underwriting from Maxim Securities to raise at least $50 million. The IPO will not only provide our investors with liquidity but will provide Search Initiatives with the funds necessary to maintain our leadership in the U.S..." A. I've never heard of Search Initiatives, but a quick Google Search of "Search Initiatives IPO" reveals more than enough to make me run in the other direction. https://www.google.com/search?q=search+initiatives+ipo http://www.ripoffreport.com/r/Search-Initiatives-Elocal-Listing/nationwide/Search-Initiatives-Elocal-Listing-Investment-Scam-Temecula-California-338359 Scam Pre-IPO's – Company shares are offered directly to unsuspecting investors based on the premise that the company will be going public in the very near future. This exploitation plays
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Best apps for investors and traders PLUS Cody's iPhone 6 Review
22/09/2014 Duración: 06minSo, here are the seven must-have apps for traders and investors: 1. Scutify (Free) - By far the most value-add and outright best app for every investor and trader. 2. ChartIQ (Free) - Best stock charting app and the free version is packed, but it'll cost you for real-time data. 3. FRED (Free) - Best economic app, bar none. 4. KCast Gold Live! (Free) - An impressive amount of relevant information on commodities like precious metals. 5. WolframAlpha ($2.99) - Amazing amount of information about stocks and another other topic you can think of to research. 6. Stock Guru Pro ($19.99) - Don't mistake the snapshot of each stock's fundamentals here for actual "fundamental analysis", but newbie investors especially might learn a lot using this app to research their stocks. 7. Marketwatch (Free) – Needs to be updated but still offers great content.
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Cody Underground Episode 29: These penny stock pushers just messed with the wrong dude
04/09/2014 Duración: 08minYou have to be aware of these speculative bubbled frenzies and paid-promotion scams even if you're just an average Joe investor. I personally have received dozens of thank you's from readers who listened to my advice to stay away from these lousy investments and themselves saved millions of dollars in unnecessary losses. Remember my simple rule: don't ever buy a penny stock. Here's an audacious real-life, real-time example of how this penny stock promotion game works. Indeed, this is the most brazen stock promotion game I've ever seen, and I've seen them all. This company gets paid $17,500 dollars by BreedIT, a lousy penny stock trading at 19 cents per share, to write an article touting the BreedIT stock which they then pay to get sent out over the newswire services and which then even gets picked up on Marketwatch's Newswire feeds. This in particular article is all the more outrageous as it quotes yours truly and cites Marketwatch to try to gain some semblance of credibility: "As noted by Marketwatch con
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Cody Underground Episode 28: Top 5 Causes of All These Bubbles (Or Top 5 Factors Oppressing You)
02/09/2014 Duración: 11min1. 0% interest rates. After the great Y2K stock market bubble popped in 2001-2005 or so, analysts used to filet former Federal Reserve Chairman, Alan Greenspan, for having caused that bubble with his dovish approach to interest rates. He kept rates artificially under historically normal levels, eventually taking them all the way to an unprecedented 1% level as the calendar flipped to the new millennium. For the last five years, every developed nation on the planet has been keeping rates near 1% or even lower. And with interest rates simply being the reflection of the cost of borrowing money for huge corporations, and with the cost of borrowing money for huge corporations being artificially manipulated below their fair value, there’s been trillions of dollars borrowed to finance share buybacks, dividends, and other financial engineering mechanisms. 2. QE. From wikipedia: “A central bank implements quantitative easing by buying specified amounts of financial assets from commercial banks and other private instit
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Cody Underground Episode 27: The most important thing about the Ukraine crisis
28/08/2014 Duración: 10minThe fog of war is thick now, which makes the markets less certain, which over time can contract multiples and bring down valuations. I’ve talked before about how we are in a currency war and how the “fog of war” is building, making this and other geopolitical conflicts potential Black Swan events. And you can bet that there will be continued escalation and U.S. involvement in Ukraine. Did you forget this all-important factoid about Ukraine/U.S. ties and the conflicts of interest therein? Biden’s Son Joins Board of Gas Company Linked to Ousted Ukrainian President — The facts: Ukraine Energy Co. has lots of “legal rights” to lots of energy fields in Ukraine. If Russia takes over Ukraine, those “legal rights” will be gone forever. Best way to save your company? Weeks after Joe Biden visits, you appoint his son to your Ukraine Oil Co., and now the U.S. will say its got U.S. interests in Ukraine. Much more “aid” from U.S. taxpayers to support the Biden kid’s company and the regime now in power in Ukraine and perh
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The Wearables Revolution
05/08/2014 Duración: 05minIn 2009, I started writing columns about what I was calling the App Revolution. I made predictions about the potential size, scope and growth of apps, smartphones and tablets, and how they would change our lives forever. Most of my predictions like “the ultimate size of a market that will entail billions of people using trillions of apps” from back then seemed outrageous at the time. Now they seem prescient: When you find the single largest target market in the history of the planet, it’s time to get excited — perhaps even consumed — by apps. I’ve certainly been obsessed with all things apps since I started looking at the growth ahead and the ultimate size of a market that will entail billions of people using trillions of apps. Seriously, those are real numbers, and as I wrote in “ Invest in the app revolution any way you can ,” I’m not only obsessed with finding the best publicly traded plays on the app revolution, but I’m even launching app companies like Scutify . I explained to people that apps were g