Investors / stance tracking
What Andy Schwartz is saying
FollowFollowingUnfollowCo-Founder & Managing Partner, Bleakley Financial Group
18 dated public stances tracked since 2025-02-01, most recently 2025-09-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andy Schwartz's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andy Schwartz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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18
tracked stances
12
themes
1
side flips
2025-09-26
last heard
Returns 90d +0.2% 60% correct · 10 calls · 180d -4.2% 60% correct · 10 calls · 1y -4.3% 50% correct · 10 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-08-15 | USTS | bullish | +2.4% | +3.0% | +1.3% |
| 2025-08-15 | Big Tech | bullish | +5.5% | +6.5% | +27.0% |
| 2025-07-11 | NVDA | bearish | -16.8% | -14.7% | -23.6% |
| 2025-07-11 | ENERGY | bullish | -0.7% | +3.0% | +31.3% |
| 2025-07-11 | BITCOIN | bullish | +3.5% | -22.4% | -45.8% |
| 2025-06-27 | USTS | bearish | -1.9% | -3.3% | -3.5% |
| 2025-06-27 | SPX | bullish | +7.3% | +12.9% | +21.8% |
| 2025-03-01 | ENERGY | bullish | -6.4% | +4.0% | +34.3% |
| 2025-02-08 | BITCOIN | bullish | +6.8% | +21.8% | -27.1% |
| 2025-02-01 | NVDA | bearish | +1.8% | -52.5% | -59.1% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 2 | 2 bullish | 2025-07-11 | |
| ENERGY | 2 | 2 bullish | 2025-07-11 | |
| HEALTHCARE EQUITIES | 2 | 2 bullish | 2025-06-27 | |
| NVDA | 2 | 2 bearish | 2025-07-11 | |
| SPX | 2 | 1 bullish / 1 neutral | 2025-08-15 | |
| USTS | 2 | 1 bullish / 1 bearish | 2025-08-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-09-26
HEALTHCARE STOCKS AND FINANCIALS
bullish
Wealthion · video
S&P 500 is overconcentrated in AI/tech names priced to perfection; healthcare and financial sector valuations remain within reasonable bounds and provide less-correlated exposure ahead of potential market volatility, analogous to Dow 30 holding up while…
“valuations for health care stocks and financials are still within the bounds of reasonable”
Powell Warns: Don’t Count on Rate Cuts | Rise UP!
2025-08-15
Big Tech
bullish
Wealthion · video
Mag 7 valuations are stretched after a strong run and new money should dollar-cost average rather than deploy in full at current prices
“we would want to be cautious, consider dollar cost averaging in. We don't want to pile in at these prices”
90d +5.5% · 180d +6.5% · 1y +27.0%
Finding Bargains In An Overvalued Market | Rise UP!
Non-US equities trade at significantly cheaper multiples than the US and the weakening dollar provides an additional return kicker; allocating ~25% of equity exposure to global/non-US including Asia
“we like to have about 25% of our equity exposure in global assets and in non-US equities. We like Asia”
Finding Bargains In An Overvalued Market | Rise UP!
With the Fed expected to cut ~100bps through mid-2026, modestly extending duration now locks in current yields before they decline further
“we're starting to rethink duration...we want to lock in”
90d +2.4% · 180d +3.0% · 1y +1.3%
Finding Bargains In An Overvalued Market | Rise UP!
2025-08-15
FLOATING RATE PREFERRED SECURITIES
bullish
Wealthion · video
As Fed cuts compress yields on traditional short-term high-quality fixed income, floating rate preferreds offer a higher-yielding alternative that partially tracks rate moves
“there could be some floating rate preferred opportunities which can get us a little bit more yield”
Finding Bargains In An Overvalued Market | Rise UP!
Bitcoin functions as a supply-and-demand risk-on asset that can serve a small portfolio hedge role, warranting a 2–3% allocation for long-term investors who understand its volatility
“a 2 to 3% position almost as a hedge could be prudent as long as you have a long-term outlook”
90d +3.5% · 180d -22.4% · 1y -45.8%
Hot Markets Call for a Cool-Headed Approach | Rise UP!
Nvidia's biggest customers (Amazon, Microsoft, Google) are becoming competitors and will erode its 70%+ margins, making the valuation—where top-10 S&P names represent 40% of market cap but only 25% of earnings—unsustainable long-term
“I wouldn't short it. I wouldn't bet against it. Great company. But I would respect the valuation.”
90d -16.8% · 180d -14.7% · 1y -23.6%
Hot Markets Call for a Cool-Headed Approach | Rise UP!
Rig counts near all-time lows constrain marginal supply growth, yet energy stocks offer good dividends at relatively cheap valuations
“rig counts are almost at an all-time low... there's some opportunities in the energy space”
90d -0.7% · 180d +3.0% · 1y +31.3%
Hot Markets Call for a Cool-Headed Approach | Rise UP!
2025-07-11
GLOBAL VALUE / ASIA EQUITIES
bullish
Wealthion · video
US equities are stretched on valuation while international investors are finally being rewarded for non-US exposure, with global value portfolios up in the 20s and Asia assets mid-teens YTD; a weakening dollar adds a further tailwind
“finally people are being rewarded for their non-US exposure... global value assets up in the 20s”
Hot Markets Call for a Cool-Headed Approach | Rise UP!
Elon Musk's political distractions and brand damage introduce unpredictable risk to Tesla's business even though the company's underlying franchise is strong, making it a non-recommendation
“it's not a recommendation we would make because there's just too much going on here”
Hot Markets Call for a Cool-Headed Approach | Rise UP!
2025-06-27
HEALTHCARE EQUITIES
bullish
Wealthion · video
Healthcare is not at record highs alongside the broader market, offering a less stretched entry point while diversifying away from AI/mega-cap concentration
“health care you know that really are not trading at record high levels”
The Knives are Out for Powell! | Rise UP!
Even if the Fed cuts short rates, long-end yields may stay elevated or rise because bond market investors won't accept easy money and inflation risk, creating losses for duration holders
“the longer end of the curve might not go down. It might actually even go up”
90d -1.9% · 180d -3.3% · 1y -3.5%
The Knives are Out for Powell! | Rise UP!
Non-US equities are not trading at record highs unlike the S&P 500, making them reasonable entry points relative to stretched US valuations
“some non-US equities...really are not trading at record high levels and might actually be reasonable entry points”
90d +7.3% · 180d +12.9% · 1y +21.8%
The Knives are Out for Powell! | Rise UP!
2025-03-01
HEALTHCARE EQUITIES
owns
Wealthion · video
Healthcare is acting as a defensive outperformer in the current volatile, risk-off rotation away from momentum and high-multiple tech, delivering strong early-year returns while the S&P struggles
“we're up 7 and a half% on our Healthcare portfolio year to date in the first six weeks”
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
Oil prices are historically cheap and inflation will prove stickier than consensus expects while economic growth disappoints, making energy and commodities an attractive hedge in a stagflationary environment
“we like Commodities... oil prices are relatively cheap historically”
90d -6.4% · 180d +4.0% · 1y +34.3%
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
2025-03-01
ASIAN EQUITIES / INTERNATIONAL VALUE
bullish
Wealthion · video
Asian equities are the most hated and underowned asset class, having done nothing for years, yet some funds trade at 8-9x earnings versus far richer US multiples, offering compelling relative value as capital rotates away from the Mag7
“the most hated assets mean Asia... funds that are trading at eight nine times earnings”
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
Bitcoin warrants a small speculative allocation as a global adoption play, not as a gold substitute, because its value is sustained by continued global buying demand even without fundamental valuation anchors
“I think Bitcoin is a 1 to 2% asset in a portfolio”
90d +6.8% · 180d +21.8% · 1y -27.1%
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
Deep Seek demonstrates AI models are commoditizing, removing justification for the massive capex spending that drives Nvidia's revenue growth; at ~70-75% margins the stock is priced to perfection with no tolerance for the competitive margin compression that…
“Nvidia was the right loser in the deal...they're priced to Perfection”
90d +1.8% · 180d -52.5% · 1y -59.1%
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
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