Tuesday, Sep 02, 2025
John Cole Scott
president, CEF Advisors; chairman, Active Investment Company Alliance
The NAVigator
On Twitter: @JohnColeScott
Tickers Discussed :NML, PHK; during 'Quick and Dirty:' FFC, CPZ, UTF, GHY, HQL
Links: cefdata.com
Friday, Aug 29, 2025
Kimberly Flynn
managing director, alternative investments, XA Investments
The NAVigator
On Twitter: @XAInvestments
On LinkedIn: linkedin.com/in/kimberlyannflynn/
Links: xainvestments.com
Thursday, Aug 28, 2025
Jeff Clark
head of defined contribution research, Vanguard
The Survey Said
On Twitter: @Vanguard_Group
Links: vanguard.com; institutional.vanguard.com/insights-and-research/report/how-america-saves.html
Wednesday, Aug 27, 2025
Aniket Ullal
head of ETF research, CFRA
Money Life Market Call
On Twitter: @aniketcfra
On LinkedIn: linkedin.com/in/aniket-ullal; linkedin.com/company/cfra-research/
Tickers Discussed :IYZ, ITA, EUFN; during 'Quick and Dirty:' VGK, ASEA, PBW, IHI, IPAY
Wednesday, Aug 27, 2025
Sudipto Banerjee
global retirement strategist, T. Rowe Price
The Survey Said
On Twitter: @TRowePrice
On LinkedIn: linkedin.com/in/banerjeesudipto; linkedin.com/company/t--rowe-price/
Links: troweprice.com; troweprice.com/en/us/insights/age-evolving-allocation-preferences-and-the-case-for-personalized-solutions
Wednesday, Aug 27, 2025
Chris Carosa
author, 'From Cradle to Retirement'
The Other Interview
On Twitter: @ChrisCarosa
On LinkedIn: linkedin.com/in/chriscarosa/
Links: chriscarosa.com; childira.com
Tuesday, Aug 26, 2025
Jeff Auxier
manager, Auxier Focus Fund (AUXFX)
Money Life Market Call
Tickers Discussed :PGR, UNH, ELV, CI, AIG, ARCO, FI, GTES, V, MA; during 'Quick and Dirty:' PH, KHC, ALK, TSCO, LINC
Links: auxierasset.com
Tuesday, Aug 26, 2025
Simeon Hyman
global investment strategist, ProShares
The Big Interview
On Twitter: @ProSharesETF
Links: ProShares.com; ProFunds.com
Tuesday, Aug 26, 2025
Russell Rhoads
associate clinical professor of financial management, Indiana University
Talking Technicals
On Twitter: @Russell Rhoads
Monday, Aug 25, 2025
Kyle Guske
investment analyst, New Constructs
The Danger Zone
On Twitter: @NewConstructs
Tickers Discussed :FIVN
Links: newconstructs.com