Podcasts

Bryce analyzes the indicators, looking for green shoots and signs of a bottom. Steve finds new data from PredictIt indicating the market’s move toward safe havens may have more to do with a Trump reelection than a Sanders nomination. On The Intangible Investor Podcast, Bryce…

Bryce joins Doug Heikkinen to talk about our mission at Knowledge Leaders Capital, and specifically how a 1974 accounting law enacted at the dawn of the information revolution is still at work today distorting corporate innovation investments, why that makes it difficult for investors to…

How will the coronavirus and quarantine impact China’s economy? Steve looks at what’s happened so far in China’s currency and fixed income markets. Bryce shares new data that casts doubt on comparisons to SARS, indicating coronavirus could be a much bigger deal. On The Intangible…

Have you ever wondered why innovative companies seem to beat expectations time and again? Bryce explains how investing in intellectual property can skew a company’s earnings and discusses some of the sectors and companies leading this trend. What will the recent drop in net savings…

With US Treasury growth expectations making a new low for the year, Steve offers three possible conclusions for asset allocation. Bryce describes a possible trend change in the relative performance of foreign stocks compared to domestic stocks. On The Intangible Investor Podcast, Bryce Coward and…

A decade into the information revolution, corporate R&D is at an all-time high. Bryce reports in with new data that leads us to believe innovation investment is on the rise. Steve offers an update on how a shift in the Chinese Yuan could impact asset…

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to…

As expected, today the Fed cut rates. Bryce recaps the Fed’s policy stance, takeaways from the meeting and how the market reacted. Steve uncovers a relationship between the energy market and bonds: the more the US has become a net exporter of energy, the more…

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics. Episode 2: QE or Not QE? Plus, the Innovation at the Core of the GM Strike The Fed is buying…

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics. Episode 1: Value Stocks, Employment Stats & the Future of Exemptive Relief September saw the outperformance of value vs. growth,…