c8alpha
Investors / stance tracking

What Scott Schwartz is saying

Principal, OnePoint BFG Wealth Partners

25 dated public stances tracked since 2025-01-25, most recently 2025-10-03. 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 Scott 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. Scott Schwartz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

Think we got something wrong? Report a misattribution — we correct it or take it down.

25
tracked stances
16
themes
0
side flips
2025-10-03
last heard
Returns  90d +9.9% (n=14) · 180d +21.8% (n=14) · 1y +21.0% (n=11)

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.

Most-argued themes

ThemeStancesLeanMixLast
HEALTHCARE SECTOR33 bullish2025-10-03
SPX32 bearish / 1 neutral2025-05-16
VALUE STOCKS33 bullish2025-10-03
MID-CAP STOCKS22 bullish2025-03-08
Private Credit22 bullish2025-05-16
ABBV11 bullish2025-08-01

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-10-03 VALUE STOCKS bullish Wealthion · video
Value stocks have been left behind by the momentum-driven rally and provide portfolio resilience if speculative late-stage buyers trigger a selloff
“I'd be more inclined to look at some value stuff”
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
2025-10-03 SILVER bullish Wealthion · video
Persistent US government debt accumulation will ultimately weaken the dollar, and silver remains a compelling hard-asset hedge with further upside even after its recent run
“we still think silver's probably a good pretty good buy”
90d +51.1% · 180d +56.6%
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
2025-10-03 HEALTHCARE SECTOR owns Wealthion · video
Healthcare has not participated in the three-year tech/AI-driven rally, making it a more resilient and less crowded allocation relative to overvalued speculative sectors
“I'm putting it into our healthcare fund. Healthcare hasn't had this run up in the last three years.”
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
2025-10-03 GOLD bullish Wealthion · video
Excess government debt will debase the dollar over time, and gold provides the hard-asset currency hedge that a balanced portfolio needs regardless of whether the near-term bubble bursts
“I think owning some silver, some gold... hedging the dollar is probably a good idea”
90d +11.4% · 180d +22.4%
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
2025-10-03 ENERGY bullish Wealthion · video
Unsustainable US debt levels will weaken the dollar, and energy assets serve as non-dollar-denominated hard-asset hedges alongside precious metals
“owning some silver, some gold, uh, energy... hedging the dollar is probably a good idea”
90d +3.6% · 180d +34.7%
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
2025-08-01 HEALTHCARE SECTOR bullish Wealthion · video
Healthcare stocks are historically cheap — only ~8% of S&P 500 despite representing ~18% of GDP — and the Trump pharma pricing letter was narrowly scoped (new-product pricing and Medicaid, which already pays lowest prices), so the selloff was an overreaction
“healthcare stocks are relatively cheap, make up about 18% of GDP, but healthcare stocks are only about 8% of the S&P 500”
Markets Are Still Too High And Risks Keep Rising — Here’s What Smart Investors Are Doing | Rise UP!
2025-08-01 ABBV bullish Wealthion · video
AbbVie is a growth-oriented pharma name that has been indiscriminately sold off alongside the sector on macro/political pharma fears, creating a valuation opportunity
“we like Abby we like Lily they're good growth farming”
90d +17.7% · 180d +13.7% · 1y +29.4%
Markets Are Still Too High And Risks Keep Rising — Here’s What Smart Investors Are Doing | Rise UP!
2025-08-01 LIFE SCIENCE TOOLS / MEDICAL TECHNOLOGY bullish Wealthion · video
Life science tools and medtech names within healthcare are being punished indiscriminately alongside the whole sector headline news, creating opportunity in names with lower valuations versus crowded AI/tech trade
“we also like the life science tools space right within healthcare, you know, medical technology”
Markets Are Still Too High And Risks Keep Rising — Here’s What Smart Investors Are Doing | Rise UP!
2025-06-13 HEALTHCARE SECTOR EQUITIES bullish Wealthion · video
Healthcare stocks have been excessively beaten down by political headline risk — Trump pharma-pricing noise, RFK 'Make America Healthy Again' uncertainty, and the UnitedHealth-specific scandal — creating deep value across the whole sector heading into H2
“if you look at that whole sector, there's a lot of really great value there”
Bad Economic Data May Be Scary, But There's Money to Be Made From It! | Rise UP!
2025-06-13 US SMALL CAP EQUITIES bullish Wealthion · video
Small cap has chronically underperformed mega-cap over several years leaving valuations well below historical norms, and broadening market breadth should drive a catch-up as the rally widens beyond the Mag 7
“We feel like small cap is still undervalued”
Bad Economic Data May Be Scary, But There's Money to Be Made From It! | Rise UP!
2025-06-13 long GOLD / long SILVER / long PLATINUM / long EMERGING MARKETS EQUITIES (+1 legs) basket Wealthion · video
A weaker dollar environment benefits hard assets and non-USD assets as a group — precious metals and commodities hedge inflation while emerging markets and energy benefit from dollar depreciation
“you should have assets going to do better in a weaker dollar climate — emerging markets, silver and gold, energy”
90d +7.5% · 180d +33.2% · 1y +49.3%
Bad Economic Data May Be Scary, But There's Money to Be Made From It! | Rise UP!
2025-05-16 SPX neutral Wealthion · video
International equities remain significantly cheaper than US equities even after the recent recovery, with large multinationals domiciled in Europe and Asia having been unfairly underpriced for a decade
“non-US equities are still very cheap relative to US equities even as much as the market has come down”
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
2025-05-16 VALUE STOCKS bullish Wealthion · video
Value stocks offer better relative pricing than growth in the current environment and provided meaningful portfolio cushion when the S&P declined, acting as a counterbalance to growth drawdowns
“value stocks are probably a better value”
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
2025-05-16 HEALTHCARE SECTOR bullish Wealthion · video
Administration drug-pricing proposals face legal and legislative barriers that make them far less impactable than headlines imply, creating a buying opportunity as the United Healthcare story has indiscriminately dragged down the sector; aging demographics…
“I think there's really good potential there... when you look at the aging of the population, the fact that we're not going to stop using drugs”
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
2025-05-16 Private Credit bullish Wealthion · video
Private credit offers a ~9% yield versus ~4.5% on the 10-year Treasury for clients who can sacrifice liquidity, with professional managers securing senior positions in the capital stack
“it gives us an opportunity to maybe pick up a 9% yield, where the 10-year is yielding somewhere around four and a half”
90d +5.7% · 180d -2.8% · 1y -6.2%
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
2025-03-08 MAGNIFICENT 7 / MEGA-CAP TECH bearish Wealthion · video
The Magnificent 7 became expensive after years of outsized earnings growth and disproportionately inflated the index, making concentrated exposure a valuation headwind even after the recent 10-16% pullback
“the mag 7 that has led this market for the last few years has gotten expensive”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08 SPX bearish Wealthion · video
Non-US equities were trading at nearly half the P/E of US large-caps after years of underperformance and are now rallying as rotation accelerates away from expensive mega-cap tech
“non-US equities doing better because again they were trading at almost half the PE ratio of these large-cap companies”
90d +7.2% · 180d +16.5% · 1y +22.4%
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08 Private Credit bullish Wealthion · video
Private credit is offering 9–10% yields with manageable incremental risk versus investment-grade public bonds, providing attractive risk-adjusted income when accessed through specialist managers
“in those markets yields now are probably in the 9 10% range”
90d +1.1% · 180d +4.2% · 1y -9.0%
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08 VALUE STOCKS owns Wealthion · video
Value stocks are holding up in the current selloff because they never got dragged into the Magnificent 7 valuation bubble and offer a much lower-risk entry point in the rotation
“our value positions are holding up”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08 DIVIDEND BANK STOCKS bullish Wealthion · video
Bank dividend stocks are rotation beneficiaries as investors flee overvalued mega-cap tech seeking yield, and potential Fed rate cuts improve the broader lending environment
“dividend Bank stocks I think are going to be a beneficiary here”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08 MID-CAP STOCKS bullish Wealthion · video
Mid-caps are poised to outperform as capital rotates out of concentrated mega-cap tech positions and relative valuations are far more attractive than the Magnificent 7
“midcap stocks are probably likely to do better”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-02-15 SPX bearish Wealthion · video
International equities trade at materially lower multiples than US Mag 7 and are starting to lead as investors seek alternatives to richly valued domestic megacaps
“non-US equities they're starting to lead and that's encouraging”
90d -2.5% · 180d +6.1% · 1y +13.0%
This Week’s Must-Know Market News | ft. Peter Boockvar and Scott Schwartz | Rise UP!
2025-01-25 MID-CAP STOCKS bullish Wealthion · video
Mid-caps have not had the same valuation run-up as mega-caps and offer relative value; cap-weighted outperforming equal-weighted S&P by 10-15% two years running signals speculation concentrated in large caps
“mid-cap stocks, which I think is a very undervalued area of the market”
This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!
2025-01-25 URANIUM bullish Wealthion · video
AI energy demand requires a nuclear buildout, creating structural demand for uranium that cannot be met by renewables alone
“We're going to have to get more engaged with nuclear power if we're going to power all this stuff. So, uranium”
90d -9.8% · 180d +55.5% · 1y +112.3%
This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!
2025-01-25 NATURAL GAS / PIPELINES bullish Wealthion · video
AI data centers consume enormous energy, making natural gas and pipeline infrastructure structural winners as the power source for AI buildout
“AI consumes a lot of energy. We think natural gas has a lot of opportunity. Pipelines.”
This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!

Idea Scout Weekly

Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.

Free · double opt-in · unsubscribe in one click

Newest stances reach Brief subscribers first; these pages update on a one-week lag.