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
  • 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 12 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
  • From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise

    From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise
    Jun 10 2025
    In this must-watch episode of WealthWise, host ⁠⁠⁠Jeffrey Hirsch⁠⁠⁠ welcomes ⁠⁠⁠Danny Riley⁠⁠⁠, a legendary figure in trading and CEO of ⁠⁠⁠MrTopStep.com⁠⁠⁠, to discuss his transformative path from floor runner to institutional innovator. Highlights include: 👉Early career: Starting in 1979 as a runner on the CBOT grain floor, advancing to the bond room, and eventually building the largest‑volume S&P futures desk on the CME Merc pit. 👉Pit rivalries: Insights into the cultural clash between the Merc and CBOT, and navigating the competitive, often shady practices like front‑running. 👉Market crises: First‑hand account of executing massive sell orders during the 1987 crash, exploring how liquidity dried up and drawing parallels to the 2008 financial meltdown. 👉Modern markets: Discussion on today's price-volume disconnect, geopolitical risks affecting the U.S. dollar, and where hidden risks may lie. 👉Crypto & retirement: Riley advocates for including cryptocurrency in long-term portfolios and underscores the importance of mental resilience in high-stress trading environments. 👉New venture: Introducing Pitbull Trader, a next-gen prop firm launching June 2, 2025, aimed at empowering traders with education, funding, and institutional-grade tools. 👉Tech edge: How Riley leverages NYSE imbalance data to identify late-day market trends. This episode is essential for traders at every level—whether you trade futures, crypto, or equities—delivering timeless wisdom and cutting-edge perspectives. 📺 Listen to the full episode now! 🔔 ⁠⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠⁠ for more expert interviews and market analysis. ⁠⁠⁠#WealthWise⁠⁠⁠ ⁠⁠⁠#DannyRiley⁠⁠⁠ ⁠⁠⁠#MrTopStep⁠⁠⁠ ⁠⁠⁠#PitbullTrader⁠⁠⁠ ⁠⁠⁠#FuturesTrading⁠⁠⁠ ⁠⁠⁠#CME⁠⁠⁠ ⁠⁠⁠#MercPit⁠⁠⁠ ⁠⁠⁠#MarketCrash⁠⁠⁠ ⁠⁠⁠#CryptoInvesting⁠⁠⁠ ⁠⁠⁠#TradingPsychology⁠⁠⁠ ⁠⁠⁠#SPEquities⁠⁠⁠ ⁠⁠⁠#NYSEImbalance⁠⁠⁠ ⁠⁠⁠#JeffreyHirsch⁠⁠⁠ ⁠⁠⁠#CrossCheckMedia⁠⁠⁠ ⁠⁠⁠#TradingHistory⁠⁠⁠ ⁠⁠⁠#AlternativeInvestments⁠⁠⁠ ⁠⁠⁠#BTT⁠⁠⁠ ⁠⁠⁠#BizTalkTodayTV⁠⁠⁠ ⁠⁠⁠#News⁠⁠⁠ ⁠⁠⁠#Investing⁠⁠⁠ ⁠⁠⁠#Trading⁠⁠⁠ ⁠⁠⁠#WallStreet⁠⁠⁠ ⁠⁠⁠#Chicago
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    1 hr and 21 mins
  • From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise

    From Pit to Portfolio: Danny Riley on Merc Rivalries, 1987 Crash & Crypto | WealthWise
    Jun 10 2025
    In this must-watch episode of WealthWise, host ⁠⁠Jeffrey Hirsch⁠⁠ welcomes ⁠⁠Danny Riley⁠⁠, a legendary figure in trading and CEO of ⁠⁠MrTopStep.com⁠⁠, to discuss his transformative path from floor runner to institutional innovator. Highlights include: 👉Early career: Starting in 1979 as a runner on the CBOT grain floor, advancing to the bond room, and eventually building the largest‑volume S&P futures desk on the CME Merc pit. 👉Pit rivalries: Insights into the cultural clash between the Merc and CBOT, and navigating the competitive, often shady practices like front‑running. 👉Market crises: First‑hand account of executing massive sell orders during the 1987 crash, exploring how liquidity dried up and drawing parallels to the 2008 financial meltdown. 👉Modern markets: Discussion on today's price-volume disconnect, geopolitical risks affecting the U.S. dollar, and where hidden risks may lie. 👉Crypto & retirement: Riley advocates for including cryptocurrency in long-term portfolios and underscores the importance of mental resilience in high-stress trading environments. 👉New venture: Introducing Pitbull Trader, a next-gen prop firm launching June 2, 2025, aimed at empowering traders with education, funding, and institutional-grade tools. 👉Tech edge: How Riley leverages NYSE imbalance data to identify late-day market trends. This episode is essential for traders at every level—whether you trade futures, crypto, or equities—delivering timeless wisdom and cutting-edge perspectives. 📺 Listen to the full episode now! 🔔 ⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠ for more expert interviews and market analysis. ⁠⁠#WealthWise⁠⁠ ⁠⁠#DannyRiley⁠⁠ ⁠⁠#MrTopStep⁠⁠ ⁠⁠#PitbullTrader⁠⁠ ⁠⁠#FuturesTrading⁠⁠ ⁠⁠#CME⁠⁠ ⁠⁠#MercPit⁠⁠ ⁠⁠#MarketCrash⁠⁠ ⁠⁠#CryptoInvesting⁠⁠ ⁠⁠#TradingPsychology⁠⁠ ⁠⁠#SPEquities⁠⁠ ⁠⁠#NYSEImbalance⁠⁠ ⁠⁠#JeffreyHirsch⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#TradingHistory⁠⁠ ⁠⁠#AlternativeInvestments⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#Trading⁠⁠ ⁠⁠#WallStreet⁠⁠ ⁠⁠#Chicago
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    1 hr and 20 mins
  • Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy

    Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy
    Jun 8 2025
    In this timely episode of Power Hour, host ⁠⁠James Breslo⁠⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠⁠Jessica Stone⁠⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics. Key topics discussed: ➡️U.S.-China Trade Relations: Insights into the recent 90-minute call between President Trump and President Xi Jinping, marking a potential thaw in trade tensions and plans for renewed negotiations. ➡️Tariff Implications: Analysis of the Congressional Budget Office's report on the economic impact of proposed tariffs, highlighting potential revenue gains and consumer price effects. ➡️Biden's Autopen Usage: Discussion on the Heritage Foundation's findings regarding President Biden's use of an autopen for signing clemency warrants, raising questions about executive authority and authenticity. ➡️Trade Court Ruling: Examination of the recent U.S. Court of International Trade decision declaring most of Trump's tariffs illegal, exploring the legal and economic ramifications. Join us for an in-depth exploration of these pressing issues shaping the current political and economic landscape. 📺 Listen to the full episode now! 🔔 ⁠⁠Subscribe to CrossCheck Media on YouTube⁠⁠ for more insightful discussions. 🔍 #PowerHour #JessicaStone #JamesBreslo #USChinaTrade #TariffImpact #BidenAutopen #TradeCourtRuling #EconomicPolicy #PoliticalAnalysis #CrossCheckMedia #VoiceOfAmerica #CGTNAmerica #StansberryResearch #GlobalEconomy #TradeNegotiations #CongressionalBudgetOffice #HeritageFoundation #BTT #BizTalkTodayTV
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    28 mins
  • Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy

    Power Hour: Jessica Stone on U.S.-China Trade Talks, Tariff Turmoil & Biden's Autopen Controversy
    Jun 8 2025
    In this timely episode of Power Hour, host ⁠James Breslo⁠ engages in a compelling conversation with renowned Washington, D.C. correspondent ⁠Jessica Stone⁠. With a distinguished career spanning major outlets like Voice of America, CGTN America, and Stansberry Research, Jessica brings her expertise to dissect the latest developments in global politics and economics. Key topics discussed: ➡️U.S.-China Trade Relations: Insights into the recent 90-minute call between President Trump and President Xi Jinping, marking a potential thaw in trade tensions and plans for renewed negotiations. ➡️Tariff Implications: Analysis of the Congressional Budget Office's report on the economic impact of proposed tariffs, highlighting potential revenue gains and consumer price effects. ➡️Biden's Autopen Usage: Discussion on the Heritage Foundation's findings regarding President Biden's use of an autopen for signing clemency warrants, raising questions about executive authority and authenticity. ➡️Trade Court Ruling: Examination of the recent U.S. Court of International Trade decision declaring most of Trump's tariffs illegal, exploring the legal and economic ramifications. Join us for an in-depth exploration of these pressing issues shaping the current political and economic landscape. 📺 Listen to the full episode now! 🔔 ⁠Subscribe to CrossCheck Media on YouTube⁠ for more insightful discussions. 🔍 #PowerHour #JessicaStone #JamesBreslo #USChinaTrade #TariffImpact #BidenAutopen #TradeCourtRuling #EconomicPolicy #PoliticalAnalysis #CrossCheckMedia #VoiceOfAmerica #CGTNAmerica #StansberryResearch #GlobalEconomy #TradeNegotiations #CongressionalBudgetOffice #HeritageFoundation #BTT #BizTalkTodayTV
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    28 mins