# Kirk Spano
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Top podcast episodes featuring kirk spano.
Kirk Spano on bitcoin, options selling and a choppy 2025
Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). Kirk's …
Pfizer: one of the next big AI winners
Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode.Show Notes:Pfizer Virtual Analyst ReportMargin of Safety Investing GroupBiotech Buying Opportunities; AI Pharma Revolution With…
Room for disappointments in 2025 and into 2026
Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.Episode transcripts: seekinga…
Liquidity up, markets up; liquidity down, markets down
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass u…
Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities
Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18…
Bitcoin: Don't panic sell
Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months.Show Notes:Kirk Spano On Bitcoin, Option…
Bitcoin's just another asset
Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15). This is an excerpt from a recent episode.Show Notes:Kirk Spano On Bitcoin, Options Selling And A C…
All cap investing with Kirk Spano
Kirk Spano runs Margin of Safety Investing and shares what it means to be an all cap investor (0:25). Using options, covered calls (14:30). AST SpaceMobile as an example (19:00). AI and large cap names (25:00). QE has changed everything (36:00). Bitcoin, gold, crypto (46:00).Show Notes:Liquidity, M…
Episode 715: Kirk Spano on Opportunities in Energy, AI, and Technology
Sectors like energy and AI are reshaping the global economy, but are investors prepared for what comes next?In this interview, we sit down with Bluemound Asset Management Founder Kirk Spano as he discusses the evolving capital markets, from the rise of AI to opportunities in mid-cap and small-cap c…
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