Animal Spirits Podcast Talk Your Book: Income and Momentum
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Apr 6, 2026 Kevin Liniak, Managing Director at Morgan Stanley, is a specialist in preferred securities and ETF strategies. He talks about why preferreds matter for income investors. He explains their hybrid risk profile, tax-favored dividend treatment, and why firms issue them. He also outlines active management and the Eaton Vance Preferred Securities and Income ETF (EVPF).
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Momentum Is Market Behavior Made Tradable
- Momentum profits by 'cheating off the market's paper' where underreactions and overreactions compound into persistent trends.
- Motley Fool builds momentum on a pre-screened high-quality universe so signals reflect durable winners not ephemeral meme stocks.
Use Rules And Quality Screens For Momentum
- Define momentum with strict, rules-based parameters and rebalance periodically rather than arbitrarily chasing recent winners.
- Motley Fool looks monthly and recalculates quarterly and overlays momentum on a quality-screened analyst-vetted universe.
Screen For Quality Before Applying Momentum
- Combine a quality filter with momentum to avoid buying low-quality breakers that quickly reverse.
- Motley Fool screens for high free cash flow, long-term growth and asset-light compounders before applying momentum.