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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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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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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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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Australia has a new Reserve Bank governor! But don't let that distract you from what matters. This episode, we ponder the the implications of the positive inflation data in the US. The key question is the cause behind the disinflation -- falling aggregate demand or normalising supply? The former doesn't bode well for markets. We then discussed the …
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In today’s episode. Greg and I struggle to find the right analogy to explain the bullish sentiment over in the US. Are investors asleep at the wheel hurtling toward a hard economic reality? Greg thinks tech valuations are overstretched and his chart of the week illustrates why. Turning to Australia, we discussed the much more grounded sentiment of …
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The determining factor behind the gold price and what it says about the outlook for gold. Why real rates matter. The latest inflation and retail sales data. Retail stocks rebounded this week, but don't get too excited the bottom is in just yet. And we look at two stocks selling cheese and chicken. One of the stocks hasn’t aged nearly as well as a g…
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Recent profit downgrades suggest an ASX market correction is imminent. Forward orders are signaling a slowdown in business conditions. A prominent magazine cover serves as contrarian indicator inflation peak is already priced in. Why the stock market usually rises during a rate hiking cycle … and why it falls when the cycle eases. And a ‘nerdy’ liq…
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What’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITs Fear & Greed Index hits extreme greed level despite narrow tech rally: correction looming? May Aussie unemployment down but 'woeful' labour productivity suggests businesses will shed workers to preserve margins. Markets are underpricing impact of Aussie mortgage cliff. …
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What's Not Priced In EP3: Recession, Rate Hikes, Aussie Banks The Reserve Bank's historically rapid hiking cycle risks breaking things as the Aussie yield curve inverts. Ominous labour productivity numbers spell gloom for the unemployment rate. Spotlight on Qantas and Seek. And does Commonwealth Bank warrant its premium? To learn about Greg's premi…
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Bond market saying Aussie economy heading towards recession. The resolution of the debt ceiling impasse may lead to a liquidity crunch. Bob Farrell's seventh rule of investing and the tech rally. Are markets wrong on China? And are coal stocks good value or value traps? To learn about Greg's premium service Fat Tail Investment Advisory go here. For…
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Tech stocks are surging. Nvidia nears a trillion-dollar valuation. AI hype grows. But is this all largely priced in? While the tech sector rallies, the retail sector struggles. Are consumer discretionary stocks set for further pain? And why are markets wrong about interest rates. To learn about Greg's premium service Fat Tail Investment Advisory go…
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Welcome to episode 246 of the Couch Guy Sports podcast. The podcast for the Couch Guy Sports network. Sponsored and powered by Manscaped and Shocked Energy. Use CouchGuy20 at the checkout on Manscaped.com and get free shipping plus 20% off your order today. Use the code CGSN and save 10% on your order at Shockedenergy.com On this weeks' episode, Ja…
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Ladies and Gentlemen, welcome to Couch Guy Sports Podcast episode 244! Presented by Couch Guy Sports and sponsored by Manscaped and Shocked Energy! Use code CouchGuy20 at Manscaped.com for 20% of your order today! You can also use code CGSN at shockedenergy.com for 10% of your order today. On this weeks' episode, Jared and Diego are back at it to b…
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New Host Diego is joined by Al Nahigian and LaDarius Brown to talk all things Super Bowl LVI, Celtics and more! Powered by Manscaped! Use Promo Code CouchGuy20 for 20% off and Free Shipping!
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The first episode for Jared without Nick.....EVER! New Co-Host Diego Galvis joins Jared to talk the upcoming Super Bowl, the Celtics and more!! Powered by Manscaped.com! - Use CouchGuy20 for 20% off and FREE SHIPPING!
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It's the retirement episode as Tom Brady officially announces that he will no longer be playing in the NFL. HEAD OVER TO MANSCAPED.COM AND USE PROMO CODE COUCHGUY20 AT CHECKOUT FOR 20% OFF AND FREE S
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It's Nick Quaglia and Jared Scali on this week's episode of the CGS Podcast episode 240 presented by MANSCAPED. Use code COUCHGUY20 at Mansaped.com for 20% off with FREE shipping on any purchase. The Patriots got their doors blown off by the Buffalo Bills. Is the Patriots reign of terror officially over? What does Bill Belichick need to do this off…
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It's Nick Quaglia and Jared Scali back for episode 239 of the Couch Guy Sports Podcast presented by our friends over at MANSCAPED. First, the guys get into the Brian Flores firing. Are we serious with this, Miami? You finally find a legit coach and you dump him for your GM who's seen close to zero success? And the big topic of the night. Patriots v…
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238: Antonio Brown Situation Keeps Getting WILDER | The Patriots Should Play THIS TEAM | This Reporter's Stance on Aaron Rodgers is the Worst
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It's Nick Quaglia and Jared Scali on episode 238 of the Couch Guy Sports Podcast presented by our friends over at MANSCAPED. This Antonio Brown situation just keeps getting more and more wild. Every single time we think it's about to cool off a bit, things just heat back up. Toilet lickers. Scandalous tapes being made. Potential COVID outbreaks. Br…
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237: ARE THE PATRIOTS FRAUDS IN AFC? | WHO IS THE NFL MVP? TOM BRADY, AARON RODGERS OR... JONATHAN TAYLOR?
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Nick Quaglia and Jared Scali are BACK for episode 237 of the Couch Guy Sports Podcast episode 237 presented by MANSCAPED. Use code COUCHGUY20 for 20% off and FREE shipping for the best tools in the men's grooming game. First off, the Patriots got handed their first loss in 8 games by a final of 27-17 to the Colts. Did the Patriots get their biggest…
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It's Nick Quaglia and Jared Scali on this week's episode of the Couch Guy Sports Podcast episode 236 presented by MANSCAPED. First, the guys get into the Celtics. They came off of a HUGE win over the Bucks this week, but why can't this team do it more often? One of us doesn't believe in this team at this point. What can they do to change that? Tuuk…
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Nick Quaglia and Jared Scali get into it on episode 235 of the Couch Guy Sports Podcast presented by MANSCAPED. First off. We need to talk about the Patriots HUGE win over the Bills on Monday Night Football. And the way they did it, insane. Run, run, run and more run. That was their game plan. And they stuck to it. But then Sean McDermott and the B…
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Nick Quaglia and Jared Scali hit us with episode 234 of the Couch Guy Sports Podcast presented by MANSCAPED. The NUMBER 1 Boston sports talk podcast. After absolutely obliterating the Falcons, it's time to ask. Are the Patriots the most dangerous team in the AFC? They're becoming more and more consistent, while teams like the Bills, Chiefs and Tita…
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Nick Quaglia and Jared Scali hit episode 233 of the Couch Guy Sports Podcast presented by MANSCAPED. The guys really dive deep into the Patriots this week after another convincing win. We started the season a little rough. It started to look like it was going to be another meh season of football. But after a BLOWOUT win over the Cleveland Browns an…
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232: PATRIOTS GOING TO SIGN OBJ!? | CELTICS FIGHT IN THE LOCKER ROOM | SPORTS BETTING IN MASSACHUSETTS
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Nick Quaglia and Jared Scali are here for episode 232 of the Couch Guy Sports Podcast presented by MANSCAPED. First, the big news of the week. Odell Beckham Jr. is officially available and the Patriots are looking to sign him? And would he make the Patriots and Mac Jones legit contenders? Why he would choose New England. Speaking of, the Pats took …
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Nick Quaglia and Jared Scali are back with episode 231 of the Couch Guy Sports Podcast episode 231 presented by MANSCAPED. We said the Patriots needed to beat the Chargers to make the Jets win more legit. AND THEY DID. So what's this mean moving forward? The Red Sox offseason has kicked off. What are they going to do? Here's why we think they might…
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