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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1on1 with Aerovironment's Steve Gitlin
10/06/2014 Duración: 08minWhen, how and why unmanned aerial vehicles (aka, Drones) are going mainstream.
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How to invest in the Wearables Revolution
09/06/2014 Duración: 08minScutify.com Investor's Deep Thought of the Day. Imagine the medical, health and training applications from having non-invasive wearable sensors on your body to track your blood, hormone, or whatever other levels you need tracked. It's not even that far out there. The Wearable Revolution isn't about Fitbit tracking how far your walk and how many calories you burn. And it's not about a Smartwatch that tracks your heartbeart while letting you read your emails or talk on the phone. It's about health monitors. It's about having a video recorder on you at all times if you so desire (and millions of people will desire such record-ability). It's about keeping track of your kids and your pets (and your spouse, etc). It's about logistics and data and streamlining efficiencies in your workforce. It's about safety and accountability. Wearables and what people do with them will change society. Invasion of privacy is going to be an ever bigger issue with wearables and drones and robots and their ability to track and kee
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Finding Secular Growth Investments: The Wearable/Robot/Drone Revolutions
02/06/2014 Duración: 11minWhen you're looking at long-term, revolutionary-type investments, you're obviously trying to find markets and companies that are growing quickly with huge potential in front of them. There are two types of growth, secular and cyclical. Cyclical growth happens when a company and/or a market see upside along with the broader economic cycle. Energy companies, metals markets, chemicals, housing and many commodities fall into this type of category. That is, when times are good, so too will their businesses likely be good and when times are bad, all the boats sink together. Secular growth, on the other hand, happens when a nascent industry is taking off, about to grow into revolutionary proportions as it displaces old business models and technologies. Two factors contribute to secularly growing industries -- they create entirely new demand and they steal demand from other industries. Netflix, YouTube and other web/app video sites, for example, are contributing to more people consuming more video than ever before.
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Drone Revolution: Ways to invest, ways to play and more
22/05/2014 Duración: 15minI talk about the Drone Revolution and the best ways to invest in it with drone entrepreneur, Terry Holland. Plus how to play with drones and other apps that we'll see hitting the markets in the next year or two.
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Factors, questions and analysis to help you figure out how to allocate your money
20/05/2014 Duración: 07minEach and every investor and trader is different for a million different reasons. Some people love to take big risks in hopes of big rewards. Others are strongly risk-averse and cringe at the thought of any, even temporary, material losses from trading and investing. Some people are born into big money and have traded stocks before they're even out of high school. Some people are born into even bigger money and have a trust fund with millions of dollars already invested in stocks in your name. Most investors and traders, on the other hand, have to work for at least half their lifetime before ever having enough savings to consider buying a stock. Some of you are in careers that have huge upside and you're already making more cash flow than you can spend each month. Meanwhile, some of you are in a career where you know exactly how much you'll be making for most of the rest of your life and its not much more than you make right now. Each of these plus a million other factors go into you making decisions about
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Cody Underground: The truth about Yahoo apps, marijuana stocks and Biden's baby boy
19/05/2014 Duración: 15minFor now, GOOG is sort of perceived as a "safe" stock in tech, and that can be good for the short-term but will hurt on the downside hit whenever it comes next as the people who thought it was "safe" then decide it's not after they've lose money on it. The game/cycle/mentality of trading never changes, it's just easier to look out five or ten years and see that $GOOG and Android will likely be much bigger and more valuable and making more money then than they are today and that means the stock will likely be higher too. Yahoo!7 launches new finance app for iOS and Overhauled Yahoo Mail App for Android - I get so frustrated with Yahoo finance on my iPhone because they changed to a mobile layout that doesn't include balance sheet and other info I used to use their site for. Then I get excited when I realize that their mistakes give Scutify an even bigger opportunity. Meanwhile, Android and its seamless integration with all your Google accounts and Gmail make even Apple's AAPL latest iOS and apps seem antiquated
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How I launched a hedge fund from the ruins of 9/11
13/05/2014 Duración: 14minJim Cramer had apparently become a fan of mine enough that when the Editor in Chief, the late David Morrow, told him that I wanted to launch a hedge fund, Jim reached out to me and invited me to his offices in NYC to discuss it. He gave me the names and numbers of various contacts of his at Bear Stearns, Goldman and other firms that provide what are called "prime brokerage services", and other resources for hedge funds and told me I could use his name when I called them so I'd be sure they'd take the call. I'd long ago learned the importance of reaching out to anybody who can help you when you're starting a new venture or adventure, and Doug Kass was another Wall Street big shot who not only met with me at his place in Florida, but also introduced me to several "soft-dollar brokers," who help fund your hedge fund start up costs in exchange for doing a corresponding amount of trading at their firm over time.
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Apple buys Beats and I ponder the next ten years
12/05/2014 Duración: 14minDr. Dre is awesome but neither he nor Maria Carey's ex, Iovine, are not techies and Apple needs to keep innovating with tech, not celebrity marketers on their payroll. This acquisition of Beats at this time and place for this kind of money is indeed yet another indicator that we are in my App Revolution Stock Market Bubble, capitalized because it just keeps getting bigger. I sure wish Apple were spending that money and time on much-needed improved operating systems and mind-blowing features for their gadgets instead of buying a fashion accessory tied to music app company instead. That said, Apple remains one of my biggest positions since I'd recently built it back up a few months ago and I'm holding that position steady because they still have a lot more going right and are cheap enough that I still like the risk/reward for the next couple years at least in the stock.
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Headlines, accepting change, keeping your psyche and TA's folly
07/05/2014 Duración: 12minCharts Say Stock Swoon May Have Farther to Go - I don't believe that the universe/capitalism will reward the drawing of straight lines on historical price patterns for a stock. Thusly, I do NOT do nor do I believe you can sustainably profit from any type of "Technical Analysis". Art, maybe, but not profits. But one of the most insightful options traders and options data trackers you'll ever find, Jon Smart, made some great points: "Fundamental traders tend to run into the same problem, too many think a stock is under/over valued and it keeps going against what the majority believes should be happening... The sentiment on $NFLX and $TSLA in late 2012 was that they were way overvalued at $90 and $40 respectively." Alibaba IPO search on Google News - 90,000 headlines in the last week about this topic. I have been patiently waiting to short Yahoo once Alibaba finally comes public. Talk about hype! How LONG have we been hearing about the Alibaba IPO and how Yahoo owns a chunk of it. Any upside for Yahoo from an
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Get ready for the coming Drone Revolution
05/05/2014 Duración: 13minIt ain't about government drone bombing and invasion of privacy. Some of the applications for drone/unmanned aircraft technology that I’m highlighting in the book include: 1. Farming/Agriculture/Environment — This is likely the largest market for drones, at least in the near-term 2. Defense – War – Military 3. Local Police Enforcement – State Government 4. Drones That are Robots 5. Medical Applications — Mind/thought controlled drones? 6. Natural Resource Mining-Business – Shipping 7. The Future of the Internet in Remote Locations – Communications 8. Weather Forecasting – Scientific Data 9. Criminal Usage
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Cody Underground Episode 15: What's up with AAPL, why I won't buy TWTR and emotional rescue
30/04/2014 Duración: 11minWhat will the markets do now? Why is Apple so strong? Will Twitter ever be a good stock to buy? What's the best software company in the world?
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Cody Underground Episode 14: Happy Hour with Rebecca Diamond (joined by Michael Haynes)
29/04/2014 Duración: 23minHappy Hour with @RebeccaDiamond and Cody Willard. Errr. I mean, Cody Underground. Featuring @MichaelHaynes CEO of Apmex. Do I buy gold coins or bars? U.S. or other countries? Fees? What about these gold companies that advertise on TV? This is for our kids' future!!!
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Cody Underground Episode 13: You're just one perseverance away from success
28/04/2014 Duración: 13min1. How I got to NYC 2. Why and when I started writing 3. The low point for my writing career 4. How I got on TV the first time 5. Don't ever give up because you're always just one perseverance away from success and the breaks won't come if you're not out there trying
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Cody Underground Episode 12: 1on1 With Gerald Celente
24/04/2014 Duración: 22min1. Do we have to have a crisis and crash for change to come? 2. How do we get past Partisan politics and Republican Democrat radicalism? 3. Gerald's new movement: Occupy Peace Movement. OccupyPeace.US 4. Can the Internet Revolution save us? 5. One of Gerald's favorite songs Here’s a full transcription of the interview too. Cody: Let me just introduce … Gerald Celente is a … I consider him a friend. He’s been a frequent guest on my old show, Happy Hour, and I’ve stayed in touch with him since I left Fox, mainly because he’s brilliant, and he’s famous for forecasting trends and talking about geopolitical ramifications and forecasts, and economic outlooks, and just general commentary about the state of society, too. I’m thrilled to have Gerald Celente join me today. He is the publisher of Trends Journal, and we’re going to jump right in and let him talk a little bit first about … What are you forecasting for the rest of this year, Gerald, and say maybe into next year for both the economy and any major geopoli
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Cody Underground Episode 11: 401k strategies, FB earnings preview and much more
23/04/2014 Duración: 11minQ: Cody, if FB pops from earnings at what level would you look to sell some of the position? A: My first boss on Wall Street once screamed at me and sent me home for celebrating having opened a big account because "you don't want to jinx it. Don't celebrate until the check is in the bank and has cleared." I mocked the idea even as I stormed home with steam blowing out of my ears, angry that he was angry at me when I'd just seemingly opened him a good opening-sized account from a big investor. I understood what he meant weeks later when that check never came and the guy never answered our call again and I ended up eating a $3000 loss for the firm. Anyway, IF FB pops, I'll tackle how I'll trade it when it happens. I'd likely trim more if FB were to get back above $70 where I'd trimmed it last time anyway.
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Cody Underground Episode 10: Diversify across your life
22/04/2014 Duración: 11minHave lots of irons in the fire for your own career. And spread your purchases and your risk out over time and over a several positions no matter your age or risk-averse level.
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Cody Underground Episode 9: The closest thing to a sure thing for your money
21/04/2014 Duración: 10minBefore you pull any trigger and open up any stock account, I’d suggest asking yourself if that money might be better used in starting a new app company or website business that you have come up with and think could be a big winner. The experience of running a business and more to the point, the upside of betting on your own actions creating value rather than betting on other people at other companies ability to create value for you as a shareholder, is probably the best bet for your money at this age and stage of your life.
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Cody Underground Episode 8: Stock Throwback Thursday gives easy lessons from the past
17/04/2014 Duración: 10minWhen it comes to investing, I spend a lot of analysis, articles and thought process on doing exactly that — trying to remember who I was and what I was doing in past cycles that I’ve lived through on Wall Street. So today, I have a special edition of "Cody Underground" — Stock Throwback Thursday.
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Cody Underground Episode 7: Trading and investing in FB, owning gold forever and much more
16/04/2014 Duración: 11min1. Any advice on when you get stuck like this? Go neutral if things look dicey? 2. What makes you think $FB is at the near term bottom? 3. What is a good way to get exposure to gold if I do not have real capacity to hold physical gold? 4. Where's the tech M&A activity?
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Cody Underground Episode 6: My biggest recent mistake, penny stocks, HFT update and drones
14/04/2014 Duración: 13min1. How I lost money on my JP Morgan short. 2. How I saved thousands of retail investors. 3. How the regulators really work. 4. Get in front for the Drone Revolution.