Kevin Simpson
Investment committee member and portfolio manager offering sector calls, trade ideas, and commentary on specific stocks and macro drivers.
Best podcasts with Kevin Simpson
Ranked by the Snipd community
Dec 5, 2025 • 44min
Is the 'FOMO' Rally Here? 12/5/25
Join Josh Brown, a savvy investment advisor, Jenny Harrington, a portfolio manager with insights on market internals, and Kevin Simpson, who offers trade ideas and sector calls, as they explore the concept of a potential 'FOMO' rally. Josh explains his drastic decision to sell 85% of his Netflix stake post-Warner Bros. acquisition, while Kevin believes it's a misstep. Jenny discusses necessary adjustments in equity allocations for 2026, and the team dives into catalysts that could affect market dynamics amidst rising interest in mega-cap tech stocks.
Oct 24, 2025 • 45min
Record High Strategies 10/24/25
Join Steve Weiss, an Investment Committee member known for his cautious and valuation-focused approach, along with Kevin Simpson, a sector-trade specialist, and Rob Seachin, an expert in healthcare and semiconductors. They dive into strategies for navigating record-high stock markets, debate the implications of recent Fed actions, and explore the valuations of giants like Alphabet and Meta. Insights into semiconductor leaders like AMD and Qualcomm emerge, along with healthcare plays, and the panel shares their best long and short picks for Q4.
