Nick Quaglia and Jared Scali hit brand new episodes of the Couch Guy Sports Podcast every single week. It's a Boston sports podcast and a national sports podcast, but we talk about everything else too. If you want us to talk about it, we got it. Sports, Entertainment, and special guests from the media? Come on. It's the perfect podcast. Subscribe to the channel and rate and subscribe on iTunes!
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If it's in the news, it's in the price. By the time an idea hits the front page, the smart money has moved on. For savvy investors, the best story is the unreported story. It’s the ideas yet to be fully discounted by the markets that matter. Join Fat Tail Investment Research's Greg Canavan and Kiryll Prakapenka as they look beyond the headlines and investigate what the market hasn't yet priced in. That's where the best opportunities lie. For more investment insights, check out Fat Tail Inves ...
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“Fried Jumbo” talks with those interesting people we have all met in our lives. What are the stories these characters have about lessons learned growing up, neighborhood friends, first loves, sports, activities, parents, economic situations, religious traditions, tragic events, and all the unusual moments and experiences that made them who they are today. Hear how different people grew up and the stories they have to tell.
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On this episode of Fried Jumbo, Sebastian Vasquez talks about his family's love of dancing, daring childhood bicycle stunts, and what his friends back in Colombia think of American life.Por Dubs and Chickenhawk
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On this episode of the Fried Jumbo Podcast, Dubs and Chickenhawk chat with Colombian-born Sebastian Vasquez about unusual eats, adapting to life in Pittsburgh, and his hometown's most infamous resident.Por Dubs and Chickenhawk
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On this special Story Time episode of Fried Jumbo, Dubs and Chickenhawk talk about their craziest childhood camping experiences, from unusual neighbors at Camp Kuwe to an island swarming with rare rattlesnakes.Por Dubs and Chickenhawk
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On this episode of Pittsburgh's Fried Jumbo, Dubs and Chickenhawk chat with Canonsburg legend Bucky Yatsko about his time in the Army, famous figures from the 40s and 50s, and how he met the love of his life.Por Dubs and Chickenhawk
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Dubs & Chickenhawk chat with Canonsburg legend Bucky Yatsko about growing up rural in the 30s and 40s, playing basketball at the local grange hall, and swimming at the Y...when bathing suits were optional!Por Dubs and Chickenhawk
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On this episode of Fried Jumbo, Dubs and Chickenhawk talk with Lisa Abreu about the nightlife at St. Bonaventure, the colonial village and Student Pet Day, both at Jeanette Elementary.Por Dubs and Chickenhawk
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On this episode of Fried Jumbo, Dubs and Chickenhawk chat with Lisa Abreu about shooting hoops with the boys at the Irwin Playground, her time playing for St. Bonaventure's basketball team, and the glory days of the NBA.Por Dubs and Chickenhawk
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On this episode, Chickenhawk and Dubs talk with O.I.G. Mike Llewellyn about the famous Farrah Fawcett, Mike's childhood hero Dr. J, and how his mother Audrey made his upbringing truly special.Por Dubs and Chickenhawk
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On this episode, Dubs and Chickenhawk chat with O.I.G. (Original Irwin Gangster) Mike Llewellyn about Irwin Playground antics, goofing off at Sixth Street School, and the power of the Polish cannon.Por Dubs and Chickenhawk
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On this episode of Fried Jumbo, "Wild" Bill Scalise talks about the football rivalry between Braddock and North Braddock, meeting legendary Army football coach Chuck Klausing, and how technology has changed the world over the last seventy-five years.Por Dubs and Chickenhawk
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On this episode, Chickenhawk and Dubs chat with "Wild" Bill Scalise about his childhood paper route, visits to Fightin' Irish games, and being the son of a steel mill worker.Por Dubs and Chickenhawk
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On this episode, Erin Yeager and Kristi Boyko recount their memories growing up in Coulter, discussing everything from local hero Art Rooney to running through the woods with machetes, and the allegedly haunted ruins of the local orphanage.Por Dubs and Chickenhawk
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On this episode of Fried Jumbo, Chris Sylvania talks sports, family, and the hilarious nickname his father-in-law gave him.Por Dubs and Chickenhawk
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On this episode of Fried Jumbo, Dubs and Chickenhawk chat with childhood friend Chris Sylvania about his child acting career, his Italian heritage, and his family restaurant business.Por Dubs and Chickenhawk
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In this episode, Dubs & Chickenhawk talk with Tony Scuillo, and learn how he overcame a difficult childhood through his unstoppable passion for education.Por Dubs and Chickenhawk
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In this special Story Time episode, Dubs and Chickenhawk talk about their maternal grandparents. One started an ambulance service to help his community, and the other endured the world's worst vacation...Por Dubs and Chickenhawk
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In this episode, Chickenhawk's college roommate Dave Cassidy talks about growing up in New York, his love for the law, and Golden Gloves boxing.
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Guest Mike Newell recounts his meeting with a Saint, and Andre the Giant breaks poor Dubs's heart.Por Dubs and Chickenhawk
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Guest Mike Newell tackles growing up in the city, street football and free Pirates games, not to mention his six siblings and six children!Por Dubs and Chickenhawk
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Dubs and Chickenhawk talk with Duckpin Dave about growing up in coal country and dirty flicks at the local drive-in theatre.Por Dubs and Chickenhawk
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Guest Dave Orell gets focused and *sort of* makes the field for the Penn State Nittany Lions.Por Dubs and Chickenhawk
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Dubs & Chickenhawk talk Little League baseball misadventures and jailbird insanity.Por Todd
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Hosts Dubs and Chickenhawk discuss why "Fried Jumbo" is the name of the podcast, and growing up near Pittsburgh, PA.
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To learn about Greg's premium service Fat Tail Investment Advisory go here. For more free research, check out Money Morning Australia. Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. We provide general financial product advice only. The advic…
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In his last appearance on What's Not Priced In, Greg Canavan discussed the Santa rally. Festivities have since dragged into the new year. At the start of December, Greg said this: ‘Everything is about probability. And I think the probability of the Fed or the Reserve Bank pulling off a soft landing when you’ve hiked rates so sharply is quite low. B…
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Does the Uranium Rally Have Legs | Talking Lithium, Uranium, Iron Ore with Geologist James Cooper
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2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024. James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to …
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'Get amongst it.' Don’t get caught up in predictions. Nobody really knows what’s coming this year. Proceed knowing a lot of excellent risk versus reward stocks are out there still. The small cap sector, especially, has ‘heaps of opportunities’. So don’t despair you’ve missed anything. Get revved up. That was Callum Newman’s message on the first epi…
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To learn about Greg's premium service Fat Tail Investment Advisory go here. For more free research, check out Money Morning Australia. Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. We provide general financial product advice only. The advic…
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In this episode, Kiryll Prakapenka grills Fat Tail's small caps expert Callum Newman about Callum's optimistic outlook for Aussie small caps. Topics discussed: Why Greg Canavan called Callum the 'most positive man in finance' Why Callum thinks 'all the ingredients are there for the Aussie stock market to start firing on all cylinders' How macroecon…
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In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss: - RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’ - But are ASX retail stocks saying something different? - What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest? - What is going on wi…
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In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discussed: Whether or not the US inflation data was significant Australia’s historic wages growth and what it means for interest rates Valuations of the Big Four banks They look cheap, but there’s more to it Outlook for cashed up Aussie gold miners Unappreciated insig…
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To learn about Greg's premium service Fat Tail Investment Advisory go here. For more free research, check out Money Morning Australia. Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. We provide general financial product advice only. The advic…
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In this episode of What's Not Priced In, Greg Canavan and Kiryll Prakapenka provide an in-depth examination of the 2023 market to date. They discuss the nuances that suggest this isn't the capitulation low that many are anticipating. Leveraging data-driven insights and expert interviews, the episode offers a thorough analysis for those looking to u…
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Greg Canavan dives into the current state of the major US and Aussie stock indices in this episode of What’s Not Priced In... The prevailing downtrends are signaling a significant shift, with tight monetary policy already impacting market liquidity. And it’s only just starting. Lacy Hunt’s latest quarterly outlook shows you the US economy is about …
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Uncovering Opportunities: Junior Miners Firesale! With Geologist James Cooper | What's Not Priced In
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Ready to explore hidden gems in the world of junior miners? Join me in this episode as I interview James Cooper, Fat Tail Investment Research's resident geologist and seasoned commodities expert. James and I delve into the current firesale of junior miners in Australia, dissecting the opportunities and potential risks. Is now the opportune moment t…
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In this special episode of What’s Not Priced In, Greg shares a recent interview he did with South Australian Senator Alex Antic that has previously only been available to our paying subscribers. With another example of the absurdity of the Net Zero push coming from AI, Greg believes it’s time to really drill into whether there is in fact a sound ag…
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Market jitters. Bond sell-offs. Extreme fear. Rising volatility. Panic at the disco? Panic or not, it’s certainly getting exciting. In the 20th episode of What’s Not Priced In, Greg Canavan and I cover the latest moves in the bond market, the Reserve Bank’s latest decision, fearful market sentiment, and the outlook for key commodities. Greg thinks …
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Only 40 stocks in the ASX 200 are in the green this month. The rest are either neutral or in the red. Some, like Star Entertainment, are hitting all-time lows in September. Others, like Lake Resources and Brainchip, are registering new 52-week lows. Markets are blaming rising bond yields. So where do things stand? Will interest rates remain ‘higher…
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The US Fed held rates steady but flagged more tightening ahead. And markets finally caught on that the central bank is deadly serious about taming inflation. So are we entering a new era of 'higher for longer' interest rates? As Greg Canavan and I mentioned before, when consensus forms in markets, it pays to listen to your inner contrarian. Rising …
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Is inflation re-accelerating? Will rising oil prices push central banks to raise rates further? Is a recession now unlikely? And are markets overvalued? These are the meaty questions we grappled with this episode. As for what's not priced in? Recession remains a risk the market continues to under-price, at its peril. To learn about Greg's premium s…
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In this week’s episode of What’s Not Priced In, I interview data scientist Aiden Morrison. Aiden has been making waves on Twitter recently by digging into CSIRO and AEMO data to expose some major flaws in the energy transition. I was intrigued by his findings and asked him to come on and share what he has discovered. Without wanting to sound hyperb…
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Earnings season is nearly over but everyone is talking about inflation. The latest monthly CPI reading came in lower than expected, and the market reacted well. But is this warranted? And what's the bond market telling us? Inflation IS cooling, but at hte expense of households. The US consumer is running down their savings and the amount Aussie hou…
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What an episode we have for you this week -- filled with lots of stock analysis and hard-earned wisdom. Today, we assess the winners and losers of the reporting season so far. We profiled Coles, Woollies, Altium, WiseTech, Carsales, Data3, and Hub24. Even Domino's gets a mention -- the tech stock disguised as a pizza merchant. Or is it a pizza merc…
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In this special ‘bonus’ series of What’s Not Priced In, I look at the cost and implications of Australia’s energy transition from an economic and political perspective. In general, this transition is blindly accepted as being inevitable, but there are few discussions around what it actually means and whether it makes sense or is even possible to sh…
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Huge debt, ageing population -- is China past its peak? So ran a recent headline in The Australian. And usually when such headlines hit the front pages, the news is priced in. This episode, Greg and I assess the worries surrounding China's ailing economy. Do Aussie investors have anything to fret about? You'll have to watch the full episode, but Gr…
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Disinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today's episode is all about contrasts. We discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the stagnant Aussie market. Greg then explains why commodities still offer long-term value, explor…
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What's Not Priced In: Net Zero Insanity (BONUS EPISODE)
1:14:08
1:14:08
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1:14:08
In this special ‘bonus’ series of What’s Not Priced In, I look at the cost and implications of Australia’s energy transition from an economic and political perspective. In general, this transition is blindly accepted as being inevitable, but there are few discussions around what it actually means and whether it makes sense or is even possible to sh…
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There is no such thing as a free lunch. So don’t feast if you’re not prepared to foot the bill. With the market betting on a soft landing despite high interest rates winding their way through the economy, are markets expecting a free lunch? And are they prepared for when the bill comes due? In today’s episode, we discuss the outlook for interest ra…
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What's Not Priced In EP10: How to Value Stocks
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It's the stock valuation special! Two weeks ago we said we'd do an episode on valuation methods if viewers were interested. After leaving many enthusiastic comments, it looks like you were. So, here it is! In this episode Greg and I tackle one of the biggest questions of them all -- what is a stock worth? And how do you value it? Enjoy! To learn ab…
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In this week’s episode, I talk to Katana Asset Management Portfolio Manager Romano Sala Tenna. Katana has generated long term outperformance (resulting in significant compounding effects) and is currenting sitting on a 35% cash weighting. He explains why they are cautious on the market right now and what it would take to put that cash to work. As w…
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