Jim (Santoli/Santoli-style panelist)
Long-time Investment Committee contributor who discusses portfolio positioning, individual stock holdings, and risk management; serves as an experienced market commentator on the panel.
Best podcasts with Jim (Santoli/Santoli-style panelist)
Ranked by the Snipd community
Dec 12, 2025 • 44min
Fresh AI Jitters Shake the Market 12/12/25
In this engaging discussion, Steve Weiss, a savvy investment manager, shares insights on market reactions to Oracle's data center delay. Jim Santoli emphasizes the importance of portfolio positioning amidst AI jitters. Kevin Simpson discusses growth trades, including covered calls on Netflix and chip investments, while Brenda Vangelo highlights mid-cap and cyclical opportunities in sectors like energy. The panel also assesses winners and losers among industrials and data suppliers, making this a must-listen for savvy investors.
