Investing Experts

Latest Episodes:

J Mintzmyer's note of caution on shipping May 21, 2024

Show notes

Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).
Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
ZIM Integrated surges as analysts see container shipping stocks continuing higher
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector
Episode transcripts
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Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality May 20, 2024

Show notes

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).
Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024
Episode transcripts
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There will be great opportunities to buy this market, but not right now - Michael Kramer May 15, 2024

Show notes

Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
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Capital imbalances and why David Daglio is a reformed value investor May 10, 2024

Show notes

David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
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Nvidia and tech stock paradoxes with Joe Albano May 02, 2024

Show notes

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.
Subscribe to Joe's Tech Cache
Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia earnings grades and estimates
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks Apr 26, 2024

Show notes

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).
Show Notes:
EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
Sungarden Investment Publishing
Upside/Downside Tug Of War
Brown & Brown: Underwriting Strong Returns For Shareholders
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Reddit - Julian Lin's top conviction idea Apr 25, 2024

Show notes

Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).
Julian's Best of Breed Growth Stocks
Show Notes:
Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT
Julian Lin On Palantir, Google, Meta And Apple
Reddit coverage
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Equity investing is about the way things are, not the way things should be Apr 22, 2024

Show notes

Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).
Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Magnificent 5 or 7? Earnings preview with Steven Cress Apr 21, 2024

Show notes

Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).
Show Notes:
Magnificent 7: Earnings Preview (SA Quant)
Toyota Trumps Tesla
Wall Street Brunch: Megacaps Highlight Big Earnings Week
Top 10 Stocks For 2024
2023: META Could See Another 70% Downside
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Buying to the bottom in gold & silver with Don Durrett Apr 18, 2024

Show notes

Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).
Subscribe to Don's Gold & Silver Mining Ideas
Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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