Sean O'Hara

Sean O'Hara, Director at Pacer Financial and President at Pacer ETFs, dives into the importance of free cash flow for smart investing. He explains how the Pacer NASDAQ 100 Top 50 Cash Cows Growth Leaders ETF is structured around companies with strong cash flow metrics. The chat covers investment strategies, contrasting traditional cap-weighting with a momentum-driven approach. O'Hara also tackles tech stock valuations, stressing the significance of fundamentals and rebalancing for successful portfolio management.

Tai Liu, a Global Oil Supply Specialist at BNEF, dives into U.S. oil production forecasts amidst a declining rig count. Mike McGlone, Senior Commodity Strategist, explains the surge in crude prices caused by geopolitical tensions. Brian Platt shares insights on Canada's tariffs on Chinese EVs aiming to bolster local manufacturing. Sean O'Hara discusses ETF investing trends, while Gene Seroka highlights the rebound of cargo volumes at the Port of Los Angeles, emphasizing supply chain efficiencies and challenges.

Sam Fazeli discusses Eli Lilly acquiring Morphic. Sean O'Hara talks about the ETF market. Jared Dillian advises investors. The show covers pharmaceutical acquisitions, market stability, green hydrogen, and investment strategies.