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A weekly investment podcast showing you how to make money in up AND DOWN markets.
Episodes
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Bakes’ Takes Podcast Show Notes Saturday
April 3, 2021
:27
1) Buy bitcoin before Apple does!
2) +15.77%, allergic to red
3) Cannabis bright future!
: 42 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you.
2:20 Not investment advice. Please conduct, and share, your own due diligence.
2:31 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
2:36 Dad—explain touch the stove.
3:57 Pete, PA—voice memo, not advice, what I do, picture pyramid
BT Invest in themes, trends on top
401(k) SPX, int’l, stay in market
Debt down? Don’t have debt 72-75
Term Insurance Take care of loved ones
Cash, Gold, Bitcoin 6 mos. liquid, inflation/deflation
9:16 Brandon-YouTube, BEAM, CRSP
BEAM Therapeutics—DNA gene editing, confession, individual stocks vs. ETF. Interview sheet, KOP’s/Doctors, etc. Binary risk, head and shoulders, down volume, catalyst?
Crispr Therapeutics/CRSP--Cathie Wood stock?, broke ma’s, catalyst?
14:37 Invesco Dwa Healthcare/PTH—BEAM 1.68%, CRSP 2.64%, only ok
Bakes’ Take—Touch the stove, pyramid, no biotech for me, investigate rest of PTH for gene editing stocks if you like that theme
Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.
16:00 Bakes’ Takes—My Themes/Groups
+15.77% YTD, allergic to red, check
17:57 #BakesTakes_ #bitcoin #uranium #cannabis #blockchain #esports #gaming #copper #shortbonds #GME #retail #sugar #soybeans #wheat #corn
Went through 1700+ charts, no new themes
Bakes’ Take-Like our themes, will seek more next month
22:06 Bakes’ Take—Podcasts of the Week!
22:30
https://riskreversal.com/2021/03/30/on-the-tape-podcast-guys-interview-with-michael-saylor/
Michael Saylor, hope.com, https://hope.com/, curated, 12 hours, you will understand bitcoin, buy bitcoin before AAPL does, 10000 on conf call vs. 2000
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Bakes’ Take—Bitcoin is going north, watch AAPL
Bakes’ Take—Reporters of the Week!
25:50 Bakes’ Take—Ag going north
Bakes’ Take—Charts/Tweets/Posts of the Week!
26:37 Bakes’ Take—YOLO suggests cannabis bright future not priced in
Bakes’ Take— Newsletters of the Week
Bakes’ Take—
27:03 Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
Much needed levity…
27:36
https://www.youtube.com/watch?v=PwkFz7h6huc
Kathleen Madigan, Commonly Googled
Thursday Apr 01, 2021
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
Bakes’ Takes Podcast Show Notes Saturday March 27, 2021 :23 1) Growth? Value? Don’t care! 2) Shorts at record low! 3) ARKK taking on water? :42 Why I do this—Bobby, Jack, please listen in. ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you. 2:10 Not investment advice. Please conduct, and share, your own due diligence. Bakes’ Take—Fan Mail! Calls! Questions! Mike! 2:19 Murph—John Deere/DE, scarcity in farm equipment space, Cramer Daily, growth stock now and for next two years, eps 84% ’21, eps 16% ’22, stock started moving mid-2020 with down earnings, China/swine herd/commodities our theme feeds DE demand, 20x ’22, Agco/AG only other ag public equip maker, many make CAT vs. DE decision Monthly—goes vertical, looks like growth stock 8:12 Bakes’ Take—Growth vs. Value is an institutional concept, I, and you shouldn’t care, how do we make money this year, and next, etc. Broke out $170 July ’20, now $372, for whatever reason did not see ETF at that time. Looks extended to me, curious how it responds to earnings news Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned. Bakes’ Takes—My Themes/Groups 9:30 #BakesTakes_ #GME #retail #uranium #cannabis #bitcoin #blockchain #copper #sugar #soybeans #wheat #corn #shortbonds +14.08% 12:50 Bakes’ Take-Unconventional portfolio but it is working. Our themes intact. Month end coming up, will report back what I learn from researching 1700+ charts. Bakes’ Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/sec-springing-into-action-cannabis-policy-deep-dive/id1545205930?i=1000514476814 13:18 Guy Adami, Dan Nathan, Danny Moses—20 minutes ARK’s Cathie Wood’s $3000 target for TSLA couldn’t move stock up! Watch if broadens out like ’00. 15:10 200 dma $500, volume up on down days, more later 16:24 Cannabis recreational in NY, at 55 mins. Brady Cobb—CEO Bluma Wellness to McConnell, please tax and regulate us! No other co./industry asks that! YOLO 17:38 Bakes’ Take—Sell discipline for TSLA has not kicked in but be wary. Cannabis—bull case keeps building. https://www.youtube.com/watch?v=oqfAtMKu1wo 18:21 Pomp Podcast—Cramer has become believer, thanks Pomp. Bought $500k, took half out (our strategy). Corporate treasurers all have or forming a bitcoin strategy. Bakes’ Take—Reporters of the Week! 19:15 https://www.economist.com/finance-and-economics/2021/03/09/the-worlds-consumers-are-sitting-on-piles-of-cash-will-they-spend-it The economic controls implemented during the second world war make today’s restrictions on restaurants and football stadiums look lax. In America the government rationed everything from coffee to shoes and forbade the production of fridges and bicycles. In 1943 its entire automobile industry sold only 139 cars. Two years later the war ended, and a consumer-led boom ensued. Americans put to use the personal savings they had accumulated in wartime. By 1950 carmakers were producing more than 8m vehicles a year. 22:18 https://www.wsj.com/articles/uranium-has-that-healthy-glow-again-11616497201?mod=searchresults_pos1&page=1 a realistic reason for optimism is in the steady cutback of uranium mining in recent years following years of oversupply. Compared with 2016, the world mined 12.2% less uranium in 2019. 23:36 Bakes’ Take—Not the greatest generation coming back from WWII but economic surge likely. Could be good for stocks if bonds don’t spoil party. First time uranium mentioned in WSJ in my memory. URNM up 88%. Spot still under $30, down from $80+. Bakes’ Take—Charts/Tweets/Posts of the Week! 25:11 Shorts at record lows. Bakes’ Take— Newsletters of the Week 30:25 https://pomp.substack.com/p/will-the-bitcoin-etf-be-similar-to 2003 $200k in gold ETF’s. Now $100 billion U.S. only. Fourth largest holders US, Germany, IMF. Bakes’ Take—I’m a bull, on equities…with my head on a swivel. Short levels at ’00 levels a concern. I am a bull on bitcoin, period. I’m a bear on politicians. Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous if you’d like. Thank you for listening, Mike Wilson is my producer. Much needed levity… 33:14 https://www.youtube.com/watch?v=6YTywo50vWQ Chris Porter, Hipsters Ruin Everything
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Bakes’ Takes Podcast Show Notes Saturday
March 20, 2021
:24 1) Hey budtender! (not a typo)
2) Don’t invest your politics!
3) Road trip?
:34 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts.
1:50 Not investment advice. Please conduct, and share, your own due diligence.
2: 12 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
Murph—ICLN?
3:19 Ishares S&P Global Clean Energy—ICLN, ok, 20.98 200 dma, PLUG—9.5%, $27B, losing money
6:29 Bakes’ Take—ICLN, ok, at support, watch PLUG
7:10 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.
7:24 Bakes’ Takes—My Themes/Groups
Bakes’ Take-
8:13 Bakes’ Take—Podcasts of the Week!
8:20
20:24 Danny Moses, IL cannabis Feb. tax receipts exceeded alcohol. Alcohol lobby asking Congress to regulate like they are. SAFE-Secure and Fair Enforcement, new bill, GOP blocked prior, allow banks to lend, U.S. stock listing, criminal justice reform. Guy Adami, Howard Schultz, Starbucks founder, invested in space. Dan Nathan, how play? DM-short private prisons! CPG co’s of future. Brands, distribution, grow plant. Get access to 5-7% paper. Drug sector terrified. Talk to the budtender. Auto’s in the 50’s. Internet in the ‘90’s.
Advisors PureCannabis (YOLO)—Good looking chart, Inning 3?
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Bakes’ Take—Cannabis—long term trend, years to go
https://theirrelevantinvestor.com/2021/03/16/the-twenty-craziest-investing-facts-ever-2/
17:39 Posted March 16, 2021 by Michael Batnick
- Over the last twenty years, Gold is up 340%. Stocks are up 208%, with dividends.
You can support any argument by changing the start and end dates.
15:36 Bakes’ Take—Reporters of the Week!
GS next? And everyone else…
Bakes’ Take—
Bakes’ Take—Charts/Tweets/Posts of the Week!
16:48 Bakes’ Take— Newsletters of the Week
21:10
Bakes’ Take—
Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
https://www.youtube.com/watch?v=MnhDyc7AZ5U
24:37 Dick and Rick Hoyt—I Can Only Imagine
Much needed levity…
https://www.youtube.com/watch?v=tiN85rPBy3k
25:14 What Are Waiters Even Talking About? - Maria Bamford
Monday Mar 22, 2021
Monday Mar 22, 2021
Bakes' Takes Podcast 3/6/21 1:41 Bullish on bitcoin, bearish on politicians!
Sunday Mar 21, 2021
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
Bakes’ Takes Podcast Show Notes Saturday
March 13, 2021
:23 1) Vaccines, check.
2) Stimulus, check.
3) Stocks up? No check yet.
:33 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts.
1:49 Not investment advice. Please conduct, and share, your own due diligence.
Bakes’ Take—Fan Mail! Calls! Questions! Mike!
2:18 Mike!—Why play short term game? Should I pay attention daily? If I focus on 10-year outlook I would make more money. RCL example
Royal Caribbean/RCL--$111 down to $86, down 22% in one year, plan ahead
All of these beat RCL. If you own losers you can’t invest in winners.
4:33 Bakes’ Take—Very few true long-term investors imo. Long term in retirement plan, add our ideas on top.
6:10 Jack—Stimulus bill effect on equity markets? % of $1400 to stocks and retail.
6:49 XRT/Spider S&P Retail ETF—4% or so GME, yes, I’m touching the stove. 3/25 earnings call. How do they become digital gaming company. Chewy II.
8:10 XRT—weekly closing high, good looking chart.
8:18 GME—4% or so of XRT, $18B mkt cap, losing $2 this year Street est., SPAC w/ Epic, Ryan Cohen, Chewy II, 11 mil shs short/69.7 mil out, 15% or so
10:22 Bakes’ Takes—Stimulus likely largely priced in, discussed for months. Sell the rumor? Amazed at GME, another lid broken, even with short interest way down
10:48 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.
Bakes’ Takes—My Themes/Groups
11:05 Bakes’ Take-Like my etf’s, watching 200 dma’s know market is not cheap
Bakes’ Take—Podcasts of the Week!
11:37 At 1:06 Mark Fisher “get lost”. Pre Wayz. Small amount of real money. Let us help you find the way. Touch the stove, gingerly. Also, Mark is looking to train traders at http://www.mbfcapital.com/contact.cgi
15:39 Cathie—up 152%, can’t be surprised down 20%. Wouldn’t chase her ideas. At 17 mins. Bitcoin math.
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Art Laffer/Cathie Wood |
$8,000,000,000,000 |
U. S. Monetary base |
$10,000,000,000,000 |
Gold |
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Bitcoin Shares |
21,000,000 |
21,000,000 |
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Bitcoin Price |
$380,952.38 |
$476,190.48 |
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Bakes’ Take—Reporters of the Week!
19:24 Bakes’ Take—Most will take his advice. The economy will rip. Rates might as well. Watch 200 dma’s.
https://www.instagram.com/p/CLfSz8Gpcf2/
https://www.youtube.com/watch?v=Y9zu0eHzEno
22:39 Bakes' Takes Podcast 9/2/20 - My 3 minutes on Bond Prices Going Down!
22:41 two things must be remembered. One is that well-regulated nuclear power is safe. With the terrible Soviet-era exception of Chernobyl, nuclear disasters come without large death tolls. It was the tsunami, not radiation, that claimed nearly all those lives in Fukushima. The other is that the climate is in crisis, and nuclear plants can supply some of the vast amounts of emissions-free electricity the world needs if it is to cope. Solar and wind power are now much cheaper, but they are intermittent. Providing a reliable grid is a lot easier if some of its generating capacity can be assumed to be available all the time. Nuclear provides such capacity with no ongoing emissions, and it is doing so safely and at scale around the world.
24:17 Peter Baum’s company in New York, Baum-Essex, uses factories in China and Southeast Asia to make umbrellas for Costco, cotton bags for Walmart and ceramics for Bed Bath & Beyond. Six months ago, he was paying about $2,500 to ship a 40-foot container to California.
“We just paid $6,000 to $7,000,” he said. “This is the highest freight rate that I have seen in 45 years in the business.”
In early September, he waited 90 days to secure space on a ship for a container of wicker chairs and tables.
Bakes’ Take—Charts/Tweets/Posts of the Week!
25:49 PFE--$34à$43à$34, bought the rumor, selling the news, fan question follow-up
MRNA--$100à$189à$136, bought the rumor, selling the news, fan question follow-up
Bakes’ Take— Newsletters of the Week
27:32 Bakes’ Take—Selling stocks to pay tax bill makes sense to me
03/12/2021
28:48
Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
Much needed levity…
https://www.youtube.com/watch?v=4x6ChkeOmDw
30:25 The Worst Thing to Say at a Party - Pete Holmes
Sunday Mar 14, 2021
Sunday Mar 14, 2021
Bakes' Takes Podcast 3/6/21 2:09 No bubble, stocks are expensive, know how to sell!
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Bakes’ Takes Podcast Show Notes Saturday
March 6, 2021
:23 1) Bubble?
2) How to sell stocks!
3) Commodities around 100- year lows
:38 Why I do this—Bobby, Jack, please listen in.
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts.
1:30 Not investment advice. Please conduct, and share, your own due diligence.
1:45 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
2:04 Bubble? I LOVE THIS QUESTION! Here is what you do…
2:17 Bobby—chart
Buffet Indicator—stocks to GDP at all time highs
You are here, why bonds matter
Bakes’ Take—Valuations poor, can’t handle rates up much more, watch 200 dma’s
New Bakes’ Take—no bubble, but expensive, know how to sell
3:58 Bill O’Neil—How to Make Money Selling Stocks Short
CSCO—2000, $80 to $12, down 85% in 18 months
Royal Caribbean/RCL--$111 down to $86, down 22% in one year, plan ahead
8:23 Bakes’ Take—Plan now, sell 1/3 break 200 dma, 1/3 50 dma crosses below 200 dma, 1/3 200 dma turns down
8:51 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.
9:02 Bakes’ Takes—My Themes/Groups
9:05 Bakes’ Take-Like my etf’s, watching 200 dma’s know market is not cheap
Bakes’ Take—Podcasts of the Week!
Bakes’ Take—Reporters of the Week!
10:13 Bakes’ Take—Charts/Tweets/Posts of the Week!
10:55 Commodities—around 100-year lows, #uranium # copper #short bonds #agriculture #bitcoin
Jim Bianco—commodities up 16%+ first two months, going back to 1973, 2nd best year vs. 2003
13:34 Ed Yardeni—after current quarter GDP expansion in record-high territory, “the economy is hot and will get hotter with the bonfire of the fiscal and monetary insanities”
15:14 Bill Gates/TerraPower—Nuclear is ESG, my words not his, SMR’s a solution, yes, good for #uranium
https://www.cbsnews.com/video/bill-gates-climate-change-60-minutes-2021-02-14/#x
16:35 Jim Bianco—GBTC at a discount, bullish previous first, second times
17:27 Jurrien Timmer, Director of Global Macro, Fidelity, watch 2% inflation, above or below, P/E’s decline
Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
Thank you for listening, Mike Wilson is my producer.
Have a great week. Bakes
Much needed levity…
https://www.youtube.com/watch?v=hmNOe94Kz3Q
19:08 Gabriel Iglesias, Cuban Coffee almost killed me
Saturday Mar 06, 2021
Saturday Mar 06, 2021
Bakes' Takes Podcast 2/27/21--:59 URNM +75%—I mentioned I’m bullish on uranium, right? Years to go #BakesTakes_ #Uranium