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Buy Hold Sell

Buy Hold Sell

By: Evergreen Podcasts | CrossCheck Media
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 Buy Hold Sell is an American financial talk television show that airs weekly on various streaming channels. It is hosted by Veronica Dudo with permanent panelists, Tobin Smith and Todd M. Schoenberger, who are often joined by a rotating list of guest panelists. BHS is a rapid-fire, high-energy, financial news talk show addressing the events of the week on Wall Street and forecasting what investors should expect in the immediate future.All Rights Reserved 2024 Economics Personal Finance
Episodes
  • Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing

    Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing
    Jun 23 2025
    In this must-watch episode of Buy Hold Sell, Wall Street veterans ⁠⁠Tobin Smith⁠⁠ and ⁠⁠Todd M. Schoenberger⁠⁠ sit down with ⁠⁠Maria Jelescu Dreyfus⁠⁠, Founder, CEO, and CIO of ⁠⁠Ardinall Investment Management⁠⁠ — a private investment firm focused on long-short strategies in public markets and the global energy transition. Maria shares her unique perspective shaped by her leadership at ⁠⁠Goldman Sachs⁠⁠, board experience at ⁠⁠ExxonMobil⁠⁠ and ⁠⁠Pioneer Natural Resources⁠⁠, and deep involvement in energy policy, infrastructure, and ESG investing. 🔍 Episode Highlights: 📊 Energy Investment Strategy – Maria explains how Ardinall approaches long-short equity in the evolving energy landscape. 💡 Natural Gas & Power Infrastructure – Why natural gas remains critical to meet rising U.S. electricity demands, especially for data centers and industrial growth. 🚢 LNG Exports & Geopolitics – How the U.S. is leveraging its low-carbon, low-cost natural gas to compete in Europe and Asia. 🏗️ Permitting & Midstream Bottlenecks – The infrastructure challenges delaying new pipelines and gas transport systems. ☢️ Small Modular Reactors (SMRs) – Can SMRs drive zero-carbon electricity? Maria shares a realist’s take on nuclear innovation. 🌐 Global Trade & Energy Security – The implications of tariffs, energy diversification in India, and U.S. competitiveness in global energy markets. 👤 About Maria Jelescu Dreyfus: Maria is the founder of Ardinall Investment Management, a New York-based long/short hedge fund serving accredited investors. She brings over two decades of experience in energy, sustainability, and finance. She sits on the boards of ExxonMobil, ⁠⁠Cadiz Inc.⁠⁠, and ⁠⁠SLB (Schlumberger)⁠⁠, and is a recognized voice in sustainable finance and policy. 📺 Watch the full episode now on the ⁠⁠Biz Talk Today TV⁠⁠ network or the ⁠⁠CrossCheck Media YouTube Channel⁠⁠. ✅ Don't forget to subscribe for more expert-level market insights. 📢 Advertising Opportunities: Want to promote your brand on Buy Hold Sell or other top finance programs produced by CrossCheck Media and distributed by Biz Talk Today TV? 📩 Contact: Support@BizTalkTodayTV.com 🔖 ⁠⁠#BuyHoldSell⁠⁠ ⁠⁠#MariaJelescuDreyfus⁠⁠ ⁠⁠#Ardinall⁠⁠ ⁠⁠#EnergyInvesting⁠⁠ ⁠⁠#NaturalGas⁠⁠ ⁠⁠#LNG⁠⁠ ⁠⁠#LongShortStrategy⁠⁠ ⁠⁠#CleanEnergy⁠⁠ ⁠⁠#SMR⁠⁠ ⁠⁠#GoldmanSachs⁠⁠ ⁠⁠#ExxonMobil⁠⁠ ⁠⁠#ESGInvesting⁠⁠ ⁠⁠#PowerInfrastructure⁠⁠ ⁠⁠#USelections2024⁠⁠ ⁠⁠#Geopolitics⁠⁠ ⁠⁠#USExports⁠⁠ ⁠⁠#FinancePodcast⁠⁠ ⁠⁠#MarketAnalysis⁠⁠ ⁠⁠#WallStreet⁠⁠ ⁠⁠#MidstreamEnergy⁠⁠ ⁠⁠#SustainableInvesting⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#TobinSmith⁠⁠ ⁠⁠#ToddSchoenberger⁠⁠ ⁠⁠#ToddMSchoenberger⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Media⁠⁠ ⁠⁠#WallStreet⁠
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    31 mins
  • Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing

    Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing
    Jun 23 2025
    In this must-watch episode of Buy Hold Sell, Wall Street veterans ⁠Tobin Smith⁠ and ⁠Todd M. Schoenberger⁠ sit down with ⁠Maria Jelescu Dreyfus⁠, Founder, CEO, and CIO of ⁠Ardinall Investment Management⁠ — a private investment firm focused on long-short strategies in public markets and the global energy transition. Maria shares her unique perspective shaped by her leadership at ⁠Goldman Sachs⁠, board experience at ⁠ExxonMobil⁠ and ⁠Pioneer Natural Resources⁠, and deep involvement in energy policy, infrastructure, and ESG investing. 🔍 Episode Highlights: 📊 Energy Investment Strategy – Maria explains how Ardinall approaches long-short equity in the evolving energy landscape. 💡 Natural Gas & Power Infrastructure – Why natural gas remains critical to meet rising U.S. electricity demands, especially for data centers and industrial growth. 🚢 LNG Exports & Geopolitics – How the U.S. is leveraging its low-carbon, low-cost natural gas to compete in Europe and Asia. 🏗️ Permitting & Midstream Bottlenecks – The infrastructure challenges delaying new pipelines and gas transport systems. ☢️ Small Modular Reactors (SMRs) – Can SMRs drive zero-carbon electricity? Maria shares a realist’s take on nuclear innovation. 🌐 Global Trade & Energy Security – The implications of tariffs, energy diversification in India, and U.S. competitiveness in global energy markets. 👤 About Maria Jelescu Dreyfus: Maria is the founder of Ardinall Investment Management, a New York-based long/short hedge fund serving accredited investors. She brings over two decades of experience in energy, sustainability, and finance. She sits on the boards of ExxonMobil, ⁠Cadiz Inc.⁠, and ⁠SLB (Schlumberger)⁠, and is a recognized voice in sustainable finance and policy. 📺 Watch the full episode now on the ⁠Biz Talk Today TV⁠ network or the ⁠CrossCheck Media YouTube Channel⁠. ✅ Don't forget to subscribe for more expert-level market insights. 📢 Advertising Opportunities: Want to promote your brand on Buy Hold Sell or other top finance programs produced by CrossCheck Media and distributed by Biz Talk Today TV? 📩 Contact: Support@BizTalkTodayTV.com 🔖 ⁠#BuyHoldSell⁠ ⁠#MariaJelescuDreyfus⁠ ⁠#Ardinall⁠ ⁠#EnergyInvesting⁠ ⁠#NaturalGas⁠ ⁠#LNG⁠ ⁠#LongShortStrategy⁠ ⁠#CleanEnergy⁠ ⁠#SMR⁠ ⁠#GoldmanSachs⁠ ⁠#ExxonMobil⁠ ⁠#ESGInvesting⁠ ⁠#PowerInfrastructure⁠ ⁠#USelections2024⁠ ⁠#Geopolitics⁠ ⁠#USExports⁠ ⁠#FinancePodcast⁠ ⁠#MarketAnalysis⁠ ⁠#WallStreet⁠ ⁠#MidstreamEnergy⁠ ⁠#SustainableInvesting⁠ ⁠#CrossCheckMedia⁠ ⁠#BizTalkTodayTV⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#ToddMSchoenberger⁠ ⁠#BTT⁠ ⁠#Investing⁠ ⁠#News⁠ ⁠#Media⁠ ⁠#WallStreet
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    31 mins
  • Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

    Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy
    Jun 13 2025
    Join ⁠Tobin Smith⁠ (⁠TransformityResearch.com⁠ CIO) and ⁠Todd M. Schoenberger⁠ (CEO, ⁠CrossCheck Media⁠) as they welcome ⁠Jed Ellerbroek⁠, CFA, Portfolio Manager at ⁠Argent Capital Management⁠ in St. Louis, MO. In this insightful episode: 🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA. 🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position. 🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio. 🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption. 🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience. 🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders. 🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode. 🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy. 🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors. Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing. 📌 Perfect for investors interested in technology, AI, and tactical equity management. #BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news
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    31 mins
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