Kevin Baker
Stock Market Authority
Keeping you informed about money and markets in 30 minutes or less
Be sure to visit the podcast's website and support the creator: bakestakespodcast.podbean.com
Author
Kevin Baker
Category
Podcast website
Latest episode
Nov 22, 2023
Where to listen?
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Episodes
Economists Can’t Pick Stocks 2 22.11.2023 28:47
On today’s show I’ll discuss why Economists can’t pick stocks! I’ll go through the Mailbag and discuss Sprott Uranium Miners ETF/URNM, Greyscale Bitcoin Trust ETF/GBTC and Greyscale Ethereum Trust ETF/ETHE . I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Jim Breuer impression of AC/DC doing the hoke...
ESG is DEAD!......Except for #Uranium! 15.11.2023 32:52
On today’s show I’ll discuss greenwashing fad going into the dustbin of history. I’ll go through the Mailbag and discuss Snowflake/SNOW, Plug Power/PLUG, Rivian/RIVN! . I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Pablo Francisco - Movie Guy https://www.youtube.com/watch?v=Qvv8SMTyAgk If you w...
Markets Don’t Make Sense! 08.11.2023 32:22
On today’s show I’ll discuss why the obvious often does not work in the stock market. I’ll go through the Mailbag and discuss Moderna/MRNA, UBER/UBER, and UBS/UBS. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Don Gavin - I Come from a Big Family https://www.youtube.com/watch?v=aSUSftu4TYc If you w...
NVIDIA Now, Looking Like Cisco 2000! 01.11.2023 34:56
On today’s show I’ll alert you to the decline of the former magnificent 7 and what it means for you. I’ll go through the Mailbag and discuss Chipotle/CMG, Veronis/VRNS and General Motors/GM. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Gary Gulman On How The States Got Their Abbreviations https://ww...
Nothing Good Happens Below the 200-Day Moving Average! 25.10.2023 31:34
On today’s show I’ll alert you to the sell signal the broad stock market triggered. I’ll go through the Mailbag and discuss Nvidia/NVDA, Tesla/TSLA and Amazon/AMZN. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Brian Regan - Topic https://www.youtube.com/watch?v=RPl32kTHCwA If you want to write i...
Interest Rates; Higher for Longer, Get used to it! 18.10.2023 37:12
On today’s show I’ll give you a historical perspective on higher interest rates. I’ll go through the Mailbag and discuss Novo Nordisk (Ozempic), Lockheed Martin (defense) and Hormel. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Nate Bargatze - Golfing with my Wife https://www.oaktreecapital.com/in...
Wednesday Throwback: Uranium Awakening - Nuclear Renaissance 11.10.2023 35:11
On today’s show we are throwing back to an interesting episode I did on Uranium. I’ll explain why I am again bullish on Uranium (just bought Sprott’s URNM). I’ll go through the Mailbag and analyze DR Horton/DHI, Consolidated Water/CWCO and AMC Entertainment/AMC. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed...
Market Moves and Political Grooves! 04.10.2023 29:00
On today’s show I’ll prove that the stock market elects the President. I’ll go through the Mailbag and discuss the pullback in Sprott Junior Uranium Miners/URNJ, NVIDIA/NVDA, and SPDRS S&P 500/SPY. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Shane Gillis - Topic https://www.youtube.com/watch?v=...
Uranium; Green Investing for Realists! 27.09.2023 35:06
On today’s show I’ll give Eric Balchunas of Bloomberg News and the Trillions podcast for his well-turned phrase—Uranium—Green Investing for Realists! I recommend his work and agree, obviously, with his assessment. I’ll go through the Mailbag and analyze Oracle/ORCL, Apple and Joby Aviation/JOBY. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in u...
Back to Bakesics: Uranium 101 20.09.2023 12:29
On this episode I am going to show you WHY you WILL make money in Uranium. I’m breaking down my 3-year Uranium journey thus far. Show Reference Links: 7/25/20 --- Top 10 Reasons I invested in URNM: https://www.youtube.com/watch?v=6FD4J4StWpY 7/25/20 --- 10 more reasons to invest: https://www.youtube.com/watch?v=fwVnKIhSKzE 7/08/21 --- 10th Japanese nuclear plant restarting: https://www.yo...
Energize Your Financial Future! 13.09.2023 32:47
Energize Your Financial Future! On today’s show I’ll explain why Energy/Oil and Gas is NOW a BUY! I’ll go through the Mailbag and analyze VanEck Oil Services/OIH, SPDR S&P Oil & Gas Production/XOP and Disney/DIS. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Norm Macdonald - Topic https:/...
Uranium Powers Up Again! 06.09.2023 33:19
On today’s show I’ll explain further why I am again bullish on Uranium (Sprott’s URNM, URNJ breaking out). I’ll go through the Mailbag and analyze VanEck Oil Services/OIH, SPDR S&P Oil & Gas Production/XOP and Disney/DIS. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Pablo Francisco - They Pu...
Uranium Bull: Going MORE Nuclear! 30.08.2023 37:48
On today’s show I’ll explain further why I am again bullish on Uranium (made Sprott’s URNM, URNJ full positions). I’ll go through the Mailbag and analyze Energy Transfer/ET, NVIDIA/SOXX, and SLB (formerly Schlumberger). I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Jim Gaffigan's Hilarious Best Momen...
Uranium Awakening: Nuclear Renaissance 23.08.2023 35:09
On today’s show I’ll explain why I am again bullish on Uranium (just bought Sprott’s URNM). I’ll go through the Mailbag and analyze DR Horton/DHI, Consolidated Water/CWCO and AMC Entertainment/AMC. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Gary Gulman: JCC Basketball Star https://www.youtube.com/...
Back to Bakesics: Interviewing a CEO to Find a Good Investment Part 1 Get to the Crux of the Matter 16.08.2023 17:35
On this episode I am going to explain WHY I would interview a CEO to find a good investment and the opening questions I ask, to get to the crux of the matter. In this 3 part Back to Bakesics series I am going to walk you through my process on interviewing CEO’s to find the best investments. This is an in depth topic, so I’m breaking it into the following three episodes which I’ll be releasing ov...
Back to Bakesics: Interviewing a CEO to Find a Good Investment – Part 3 Battle Scars 09.08.2023 13:30
On this episode I cover all the questions I wish I knew to ask back when I was starting out, that I make sure I ask now. In this 3 part Back to Bakesics series I am going to walk you through my process on interviewing CEO’s to find the best investments. This is an in depth topic, so I’m breaking it into the following three episodes which I’ll be releasing over the next few months. Part 1 - Gett...
Back to Bakesics: Interviewing a CEO to Find a Good Investment – Part 2 Sorting Through the Financials 02.08.2023 11:27
On this episode I cover all the questions I would ask to get the key financial metrics of a company, looking for steady improvement. In this 3 part Back to Bakesics series I am going to walk you through my process on interviewing CEO’s to find the best investments. This is an in depth topic, so I’m breaking it into the following three episodes which I’ll be releasing over the next few months....
Will Cathie Wood Make ARKK a Winner Over the Next 5 Years? 26.07.2023 36:05
On today’s show I’ll explain why I have bought Ark Innovation/ARKK after effectively shorting to make money over all last year. I’ll go through the Mailbag and analyze Photronics/PLAB, Sharescoops stocks Domino’s Pizza/DPZ, and Mattel/MAT. I’ll review through the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Nate...
C-Suite Confidential: Unfiltered Interviews - SciTech Development 19.07.2023 42:11
Today I am interviewing Earl Holsapple (CEO) and David Schaffer (IR/BD) of SciTech Development LLC, a private (not publicly traded) oncology company. I want to show you exactly how I conduct these interviews to see if a company is worth investing in. My process is honed after 25+ years of meeting with thousands of C-Suite executives. David has sat through dozens of these meetings, and I thought it...
The Profit Blueprint! 12.07.2023 33:01
On today’s show I’ll explain what I look for in charts to find winners (and avoid losers). I’ll go through the Mailbag and analyze Sharescoops stocks Biogen/BIIB, McDonalds/MCD and Meta/Meta. I’ll review through the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets. Much Needed Levity: Josh Blue – Finalist on America's Got Talent 2021: http...
Back to Bakesics: Interviewing a CEO to Find a Good Investment - Part 1 Getting to the Crux of the Matter 05.07.2023 17:35
On this episode I am going to explain WHY I would interview a CEO to find a good investment and the opening questions I ask, to get to the crux of the matter. In this 3 part Back to Bakesics series I am going to walk you through my process on interviewing CEO’s to find the best investments. This is an in depth topic, so I’m breaking it into the following three episodes which I’ll be releasing ov...
Economists STILL Can’t Pick Stocks! 28.06.2023 29:16
On today’s show I’ll explain why economists can’t pick stocks. I’ll go through the Mailbag and analyze Johnson Controls, Ford, and Tesla. I’ll walk through the SMA portfolio, recent buys of bitcoin and bitcoin miners as I strive to make money this year. Much Needed Levity: Demetri Martin - short Jokes https://www.outube.com/watch?v=-4LUjBLmfMM&t=14s If you want to write into the show with any...
You’re Wrong, the Market’s Right! 21.06.2023 33:43
On today’s show I’ll tell you about fighting the market (I fought the market, the market won). I’ll go through the Mailbag and talk about Lexicon Pharmaceuticals, EOG Resources, and SOFI. I’ll walk through the SMA portfolio, recent improvements and how we’ll make money this year. Much Needed Levity: Bret Ernst, America Walks in a Club https://www.youtube.com/watch?v=I_vDcvEPlPM&t=2s If you...
Bakes Goes Nuclear…Again! 14.06.2023 28:05
On today’s show I’ll tell you about investing in uranium…again. I’ll go through the Mailbag and talk about Schlumberger, Palo Alto Networks and Lowes. I’ll walk through the SMA portfolio, recent improvements and how we’ll make money this year. Much Needed Levity: Gary Gulman On Anti-Semitism https://www.youtube.com/watch?v=eRjOSjsON-8 If you want to write into the show with any questions or co...
Nvdia 2023 is NOT Cisco 2000! 07.06.2023 31:50
On today’s show I’ll tell you about what stock market history says about selling stocks, like Nvidia. I’ll go through the Mailbag and talk about infrastructure, commodities and foreign stock for a good friend of mine. I’ll walk through the SMA portfolio, recent improvements and how we’ll make money this year. Much Needed Levity: Frank Caliendo - Letterman - Impressionists Week https://www.youtub...
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