Rich Saperstein
Investment Committee member focused on portfolio construction and defensive positioning, discussing healthcare buys and longer-term allocation decisions on the show.
Best podcasts with Rich Saperstein
Ranked by the Snipd community
Feb 25, 2026 • 44min
The State of the Tech Trade 2/25/26
Jim Laventhal, a direct market commentator focusing on private credit and software risk. Rich Saperstein, a portfolio-construction specialist who leans defensive with healthcare ideas. Joe Terranova, a contrarian market and tech strategist. They debate Nvidia as the AI bellwether, software valuations and demand, private credit liquidity and risk, rotations into defensives, and select portfolio moves ahead of major tech reports.
Oct 28, 2025 • 47min
Trading the 'Tech Palooza' 10/28/25
In this insightful discussion, Josh Brown, a veteran market commentator and CEO, highlights energy stocks like Phillips 66 and Marathon for their strong technical setups. Joe Terranova shares insights on mega-cap tech's sector shifts and the implications of Microsoft's OpenAI revenue share. Rich Saperstein analyzes Alphabet's growth and the risks of search erosion while discussing recent portfolio moves, including banks and semiconductors. The investment team debates AI's potential bubble, alongside trends in the energy sector and upcoming earnings from major players.
