The Well-Timed Strategy Podcast
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Each week, University of California Business Professsor Peter Navarro and hedge fund manager Matt Davio present their weekly analysis of the economy and financial markets for discerning business executives and stock market investors. The analysis is based on the framework first developed in Navarro's bestselling investment guide "If It's Raining in Brazil, Buy Starbucks" and further extended in Navarro's latest book from Wharton Press, "The Well-Timed Strategy: Managing the Business Cycle for Competitive Advantage." Catch the print edition of this podcast and the Davio-Navarro Daily Blog at www.peternavarro.com.
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Podcast Website:
http://www.peternavarro.com/
Money Talks
Author: Peter Navarro
Sat, Nov 11, 2006
Navarro examines the benefits of currency tradiing. Vaino features Novadel (NVD)
 Download File - 6.9 MB
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Intro To The Coming China Wars
Author: Peter Navarro
Mon, Oct 30, 2006
Peter Navarro reads the introduction to his new book The Coming China Wars. The book is available on Amazon.com and in fine bookstores everywhere.
Download File - 18.8 MB
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The Silly Bullish Season
Author: Peter Navarro
Sat, Oct 14, 2006
Navarro remains a short term bull. Vaino highlights Exelixis (EXEL)
Download File - 8.2 MB
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October Bull
Author: Peter Navarro
Fri, Sep 29, 2006
Navarro looks at the decoupling of the U.S. economy and stock market. Vaino looks again at HEPH
Download File - 9.5 MB
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That is Correct-Tion
Author: Peter Navarro
Sun, Sep 24, 2006
Vaino shorts ImClone. Navarro handicaps an October correction.
Download File - 9.8 MB
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Technician's Nightmare
Author: Peter Navarro
Fri, Sep 15, 2006
Navarro explains why the markets are up but technical analysis is losing and why oil prices are soft. Vaino offers up a biotech short.
Download File - 10.7 MB
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We Now Know the Answer...
Author: Peter Navarro
Fri, Sep 08, 2006
Navarro explains why Sept. is the cruelest market month. Vaino disputes the notion that "defensive stocks" are defensive and highlights Ligand Pharmaceuticals.
Download File - 12.5 MB
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Forecasters Forked Tongues
Author: Peter Navarro
Sat, Sep 02, 2006
Navarro offers the Bull vs. Bear scorecard. Vaino highlights a sweet Swiss biotech SRA.
Download File - 8.8 MB
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(Bill) Gross'ed Out
Author: Peter Navarro
Sat, Aug 26, 2006
Navarro looks at how the bond king Bill Gross has gone so wrong. Vaino highlights a homeland security macroplay in biotech -- HEPH
Download File - 12.2 MB
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What a Relief -- Rally!
Author: Peter Navarro
Fri, Aug 18, 2006
Navarro sees a short squeeze driving the latest rally. Vaino features a hot biotech nanocap.
Download File - 10.6 MB
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Checkers in a Chess World
Author: Peter Navarro
Sat, Aug 12, 2006
Navarro highlights the worst foreign policy gambit in U.S. history and its market implications. Vaino features a hot ethanol stock.
Download File - 9.9 MB
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Back From the China Wars
Author: Peter Navarro
Sat, Aug 05, 2006
Navarro assesses current market conditions. Vaino comes up with a hot Canadian biotech.
Download File - 9.6 MB
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A Cloudy Crystal Ball
Author: Peter Navarro
Sun, Jul 09, 2006
Navarro issues a cash call for a fun summer. Vaino highlights two biotech kids fighting in the sand box -- TRCA and INSM
Download File - 8.4 MB
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The Coast Is (Temporarily) Clear
Author: Peter Navarro
Sat, Jul 01, 2006
Navarro turns short term bullish. Vaino comes up with a shorting opportunity. Davio preaches the gospel of maximum pain.
Download File - 15.6 MB
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Big Bang Theory
Author: Peter Navarro
Sun, Jun 25, 2006
Navarro looks at the prospect of 50 basis point rate hike. Vaino highlights a fallen biotech angel. Davio provides a hedge fund microcosm of a macro market.
Download File - 9.1 MB
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Truth Serum or Snake Oil
Author: Peter Navarro
Sat, Jun 17, 2006
Navarro contrasts the advice of George Soros and Art Laffer. Vaino highlights a white hot biotech stock. Davio explains the new Fed conundrum.
Download File - 10.6 MB
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Week of Inflationary Truth
Author: Peter Navarro
Sat, Jun 10, 2006
Navarro advises he Fed Chairman to zip his lip. Vaino highlights a hot biotech stock EPIX. Davio recommends a butterfly options strategy to play this market.
Download File - 13.4 MB
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Trader Joe's market
Author: Peter Navarro
Sun, Jun 04, 2006
Navarro illustrates why it's a Trader Joe's market. Vaino argues for a short sell on Sangamo Biosciences. Davio warns of liquidity trap.
Download File - 9.9 MB
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A Coming Fed Boomlet?
Author: Peter Navarro
Sun, May 28, 200
6 -0700 09:16:12,
Navarro and Davio handicap the duration of the latest market bounce. Vaino looks at hot pick Amylin Pharmaceuticals.
Download File - 12.7 MB
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Short Side Money is Sweet
Author: Peter Navarro
Sat, May 20, 2006
Navarro looks at the top which has been put into the market and warns of dead cat bounces. Davio notes the return of a bull market in volatility. Vaino highlights LCBM in the biotech corner.
Download File - 11.5 MB
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They Don't Ring a Bell at the Top
Author: Peter Navarro
Sat, May 13, 2006
Navarro looks at a possible top in the market. Davio explains reflation. Vaino features ISIS pharmaceuticals.
Download File - 12.1 MB
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Follow the Bouncing Headlines
Author: Peter Navarro
Sat, May 06, 2006
Navarro looks at the headline risk and upcoming
Fed rate hike action, Davio is bullish on SPX while waiting for the reversal, and Vaino explains the mysteries of DSCO.
Download File - 13.2 MB
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DSCO Inferno, Sector Rotations, & Bernanke's Semi-Bounce
Author: Peter Navarro
Sun, Apr 30, 2006
Davio does a beautiful analysis of bullish and bearish market sectors. The biotech corner spotlights Discovery Labs (DSCO), and Navarro looks at the Bernanke bounce.
Download File - 14.8 MB
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Putting on the Puts & Hu Was That Guy?
Author: Peter Navarro
Sat, Apr 22, 2006
Navarro reflects on the recent visit of the Chinese president and explains why the GDP number on Friday is HUGE. Vaino shorts Neurocrine. Davio explains why market tops are processes and not moments.
Download File - 13.6 MB
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A Brief Lesson From GDP History
Author: Peter Navarro
Sat, Apr 15, 2006
Navarro provides a very interesting comparison of GDP growth rates prior to the 2001 recession and now. Davio explains why the yield curve is likely signaling slowdown, despite the contrary majority view. Vaino showcases Celgene and its star drug Revlimid.
Download File - 12.0 MB
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Is It 1994 or 2000
Author: Peter Navarro
Sat, Apr 08, 2006
Navarro compares the 2006 economy and stock market to 1994 versus 2000 to parse the bull versus bear question. Davio looks at the state of the stock market indices versus oil, gold, and bond prices. Vaino takes a really cool look at Spherix (SPEX) and its sweet but risky play.
Download File - 12.7 MB
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The Dollar-Yuan Debate
Author: Peter Navarro
Sun, Apr 02, 2006
Navarro explains why revaluing the Chinese yuan is not the cure politicians make it out to be -- and the big risks involved. Vaino illustrates that biotech is a better play than Big Pharma and pans a couple of stocks. STAA and IMAX are the featured portfolio picks. The week's market movers are reviewed. (Davio is on vacation)
Download File - 15.2 MB
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ETF Frenzy
Author: Peter Navarro
Sat, Mar 25, 2006
Navarro reviews the coming week's market movers, including the Fed meeting on Tuesday. In the portfolio section, he introduces a new China telecom play with good technicals, XING. Davio's contribution, meanwhile, is required reading for anyone who thinks that ETFs are a great way to hold a sector or hedge sector risk. Vaino deals nicely with what might have been some egg on his face. After you see the discussion of VRX, you will see what I mean.
Download File - 13.8 MB
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A Special Interview from Bloomberg Radio
Author: Peter Navarro
Mon, Mar 20, 2006
Keene is one of the best radio analysts on the air. This interview looks at everything from current market conditions to the state of MBA education.
Download File - 11.4 MB
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Housing Bull & Diversa
Author: Peter Navarro
Sat, Mar 18, 2006
Davio illustrates why the housing market may be in for a technical bounce. Vaino comes up with a really interesting story about the economics of ethanol and a company named Diversa. Navarro previews next week's market movers and previews some new stocks in the portfolio.
Download File - 13.0 MB
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Parabolic Destruction
Author: Peter Navarro
Sun, Mar 12, 2006
Navarro cites two very rare events as indicators of market weakness. Davio provides a treatise on the relatonship between commodity prices and stock and bond market movements. Vaino highlights a new biotech stock VRX. The weekly market movers are highlighted. Stock picks and pan!
Download File - 11.0 MB
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Beware the Ides of March
Author: Peter Navarro
Sun, Mar 05, 2006
Navarro reviews the upcoming macro calendar and reveals a few new stock picks and pans. Davio takes a hard look at the consumer and issues a bearish call for the retail sector. New contributor Andrew Vaino goes long on ELN, TRCA and INSM.
Download File - 14.3 MB
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Hurricane George
Author: Peter Navarro
Sat, Feb 25, 2006
Navarro likens the current market to a poker game in a hurricane. Davio features some astonishing quotes from Paul Volcker and Robert Rubin and analyzes the dollar chart. The macroeconomic calendar promises a hot and heavy volatile week. Hot new stock picks....
Download File - 11.4 MB
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Helicopter Ben Bernanke Readies to Take the Fall
Author: Peter Navarro
Sat, Feb 11, 2006
Navarro looks at Ben Bernanke's upcoming testimony before Congress. Davio analyzes charts for gold, commodities, the S&P500 and the Nasdaq
Download File - 10.4 MB
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Death By Small Cap?
Author: Peter Navarro
Sun, Feb 05, 2006
Navarro discusses the "February Effect," Davio explains why the Russell 2000 may be in a parabolic fade and what it means for the market, and stock picks and pans features a special section on plastic surgery stocks.
Download File - 11.8 MB
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Double Triple Top?
Author: Peter Navarro
Sat, Jan 28, 2006
In the Big Picture, Navarro tries to sort out a bullish January Effect from a longer term bear trap. Davio looks at global reflation. A very big macroeconomic calender is previewed and three new stocks are added to the portfolio.
Download File - 9.9 MB
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Bully, We Hardly Knew Ya
Author: Peter Navarro
Sat, Jan 21, 2006
Navarro calls a market top. Davio looks at the three major drivers of mediocre performance. A slew of earnings reports and Friday's GDP report are tagged as the big market movers of the week. Navarrp calls for shorts on the retail, finanancial services and banking sectors.
Download File - 10.4 MB
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The Read Fed Conundrum
Author: Peter Navarro
Mon, Jan 16, 2006
Navarro explains the Fed's current conundrum and previews the week's economic calender. Davio explains the importance of housing in the GDP equation. MSFT and RIMM are analyzed.
Download File - 15.0 MB
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New Year's Bump or Grind?
Author: Peter Navarro
Sun, Jan 08, 2006
Navarro assesses whether the fast start for the stock market in 2006 is a harbinger of a new bull market. Davio looks at the stats on bullish investor sentiment and the times that has actually yielded a bull market. Navarro previews the economic calendar, focusing on the trade report and the PPI.
Download File - 8.2 MB
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- Published:
2002
- LearnOutLoud.com Product ID:
T018907
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Strategy
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