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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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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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

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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Hemlo Mining Corp.

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The Wall Street Transcript

Beaten Down Valuations Create Buying Opportunities in U.S. Healthcare

Nick Kirrage, CFA, is a Partner and Portfolio Manager in the London office of Brown Advisory. He is a seasoned institutional investment manager, with over 20 years’ experience. He joined Brown ...
The Wall Street Transcript

Interview with the CEO: LanzaTech Global, Inc. (NASDAQ:LNZA)

Dr. Jennifer Holmgren is CEO of LanzaTech Global, Inc., a company developing a variety of platform chemicals and fuels, including the world’s first alternative jet fuel derived from industrial waste ...
The Wall Street Transcript

Interview with the Founder and CEO: Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF)

Craig Nicol is the Founder and CEO of Graphene Manufacturing Group Ltd. Mr. Nicol has more than 20 years of experience delivering large scale innovation, including multi-billion-dollar gas and LNG ...