Jimmy (likely Jimmy Labenthal)
Active Investment Committee participant on the show who offers stock-specific analysis and trade ideas; referred to throughout the episode as 'Jimmy' and makes multiple buy/sell disclosures.
Best podcasts with Jimmy (likely Jimmy Labenthal)
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7 snips
Feb 9, 2026 • 44min
How Far Can the Rally Run? 2/9/26
Bryn Talkington, an ETF-focused portfolio allocator, defends equal-weight RSP and shares allocation calls. Steve Weiss, a valuation-minded market analyst, questions stretched AI-linked valuations. Jimmy, a stock-picker, offers buy/sell trade ideas and company takes. Joe Terranova, veteran strategist, highlights cyclical opportunities and big-cap positioning. They debate how far the rally can run, portfolio moves, crypto stress, and booming Super Bowl betting.
