This Is Who We Are
June 29, 2018
Kevin O’Neill leads off the show discussing the state of politics, the process of amending the Constitution and much more. Kathy Dervin is in-studio. Chief and Kathy welcome Patrick Watson, macro analyst & Senior Editor of Mauldin Economics, to discuss the impact of international trade wars. John Neal of PTI Securities & Futures‘ Peoria, AZ office closes the show breaking down Amazon’s acquisition of PillPack.
Saying ‘This is not who we are’ is meaningless
Trade War Is Coming, But We Don’t Know How
Buying PillPack would have cost Walmart about $700 million. Not buying it wiped $3 billion off the stock
Guests & Co-Hosts
Kevin O’Neill is our Wednesday and Friday morning sports guy. His segment emphasizes what happens off the field as much as what happens on the field. All businesses have their intrigue, but the inner workings of sports organizations find their way into the public domain frequently. Unless a rant from the Chief spills into Kevin’s segment (not an unusual occurrence), he will highlight some of those sports related business issues; but be advised that those highlights usually come with an opinion. Read more.
Kathy Dervin has been with Stocks & Jocks since 2011 as our Friday morning contributor, producer and banking guru. She has worked in the financial markets industry since 1993, including PC Quote/HyperFeed 1993 to 2003 and Thomson Reuters 2003 to 2013. She is currently Vice President at an investment bank. Read more.
Patrick Watson is a compulsive trend-observer and John Mauldin’s senior economic analyst. He and John first began collaborating around 30 years ago, and he contributes research and ideas to John’s wildly popular weekly e-letter, Thoughts from the Frontline. When John needs to make sense of the senseless, Patrick is often the first person he looks to.
Like John, Patrick specializes in a global macro perspective—from the latest correction in oil to new housing bubbles in China, or whatever is happening in global markets. Patrick’s illuminating explanations help shape several Mauldin Economics publications.
Patrick’s writing portfolio reads like a Who’s Who in financial publishing: Forbes, Business Insider, Investor’s Business Daily, Seeking Alpha, Money & Markets, Market Watch, Newsmax, ZeroHedge, and more. When Patrick breaks down a topic, people get it. His decades-honed ability to simplify complex ideas into crystal-clear takeaways makes his contributions invaluable.
Patrick at Mauldin Economics
In 2015, John invited Patrick to join Mauldin Economics full-time to assist him with Thoughts from the Frontline, and later to edit two of our premium investment services: Yield Shark and Macro Growth & Income Alert.
In 2018, when John decided to rejuvenate his premium research service, Over My Shoulder, there was only one person he wanted onboard. As John puts it, “Patrick is prodigiously talented and has an insatiable appetite for knowledge. He is my closest, most trusted long-time source.”
And so, Patrick became co-editor and co-pilot of Over My Shoulder. Several times per week, he and John bring readers the finest research from their friends and associates at the highest levels of the world’s most successful money management and investment research firms.
When coupled with their incisive analysis and time-saving summaries, Over My Shoulder is a must-read research service for investors.
Patrick Watson’s Bio
Before joining Mauldin Economics, Patrick was the managing editor at All Star Fund Trader, an award-winning advisory service near the top of Hulbert Financial Digest ratings for eight years. For over a decade, he was a contributor to Weiss Research, and he served as an equity portfolio manager for high net worth investors.
Add to that his experience as a stock analyst, securities and commodities representative, compliance officer, risk manager, and even as a military intelligence officer—and you’ll understand why Patrick’s second-to-none research intuitions make him a trusted member of John Mauldin’s inner circle.
John Neal directs PTI Securities’ Glendale, Arizona office serving the firm’s clients in the Phoenix metro area and across the Western U.S. He oversees day-to-day operations, including client services, investor education, staff management and marketing. John has more than 12 years of management experience in the securities and financial services industry. He joined PTI Securities in 2003 in this role. Prior to that time, he was a branch manager with Phoenix area firms, Granite Capital Management and, most recently, Independent Financial Management. A native of Pittsburgh, Pennsylvania, John earned a bachelor’s degree in international management from Arizona State University in Tempe. Away from work, John enjoys reading, live music and outdoor activities. He also volunteers with the St. Vincent De Paul Society and the Lupus Foundation of America. Married with two children, John and his family live in Peoria, Arizona.
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