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    Business

    Investing Experts

    Seeking Alpha’s investing experts provide deep dive stock analysis and topical takes on the market.

    Transcripts: seekingalpha.com/author/investing-experts-podcast

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    Latest Episodes:
    Taking note of market patterns Nov 20, 2024

    David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.
    Show Notes:
    Market Misbehavior with David Keller
    The Mindful Investor w/ David Keller
    Sectors all up YTD, but Financials and Energy were the only up last week
    Bitcoin hits all-time high as it surpasses $93,800
    Read the transcript
    Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated Nov 18, 2024

    Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).
    Show Notes:
    Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder Wipeout
    Boeing: Deliveries Sink, The Turnaround Starts Right Here
    Intuitive Machines: Misguided Stock Sell Off, Still A Buy
    Rocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks Stretched
    Learn more about The Aerospace Forum
    Read the transcript
    Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    Not all dividend ETFs are created equal Nov 14, 2024

    Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).
    Show Notes:
    Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend Opportunities
    Steven Bavaria Takes Investors Inside The Income Factory
    Markets And Dividend Investing Are Evolving - How To Take Advantage
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Short + long strategies and what alpha's really all about Nov 13, 2024

    Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.
    Show Notes:
    Revisiting Illumina
    NWTN Inc.: The Perfect Fundamental Short
    CuriosityStream: Too Cheap To Ignore
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Dividend investing: let compounding do its thing Nov 12, 2024

    Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20).
    Read the transcript
    Ryne Williams' YouTube channel
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Stock pickers, know when you're going to sell Nov 07, 2024

    Gary Vaughan from Daily Stock Picks on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.
    Show Notes:
    If You Can Predict Cash Flow You Can Predict Stock Price
    Quant Ratings & Factor Grades
    Alpha Picks
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    From growth to value: building a portfolio with Brett Ashcroft Green Nov 06, 2024

    Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).
    Show Notes:
    Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value
    3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green
    Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable Price
    Don't Be Broke In Your 70s, The Simple Path To Wealth With SCHD
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    This is about business cycles, not who's going to be president Nov 04, 2024

    The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.
    Show Notes:
    These 3 Indicators Predict Every Recession
    FTSL: In Case The Fed Keeps Rates Here
    Fed Way Leaning The Wrong Way
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Bitcoin vs. gold: what investors should know Nov 03, 2024

    Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.
    Show Notes:
    Gold: The Rally Is Likely To Continue
    Keep Calm And Buy Bitcoin
    Ethereum Can't Seem To Catch Bitcoin
    Were The Bitcoin Spot ETFs A Big Flop?
    Read our transcripts
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Energy additions, not transitions and navigating a Trump or Harris Win Nov 02, 2024

    Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.
    Show Notes:
    Coterra Energy's Careful Growth
    Why APA Corporation Stock Is A Bargain Now
    Read our transcripts
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Tech stocks: staying ahead of the curve Oct 31, 2024

    What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.
    Show Notes:
    AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
    Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
    Read our transcripts
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    AI, data centers and energy demand Oct 30, 2024

    Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).
    Show Notes:
    Generative AI's Chartreuse Adoption Moment
    Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?
    U.S. And Global Energy Drivers And Opportunities
    Read our transcripts
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Will war trigger a bear market and spike in oil? Oct 21, 2024

    James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).
    Show Notes:
    Successful Portfolio Strategy
    US Inflation Scenarios: War-Induced Oil-Price Shocks
    U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike
    Read our transcripts
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Banks, thrifts and takeover candidates Oct 17, 2024

    Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.
    Find out more about Sifting the World
    Read the transcript!
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    REITs: very bond-like Oct 15, 2024

    Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10.
    Show Notes:
    3 Small Cap REITs That Are Hard To Beat
    REITs Are A Deep Value Opportunity
    iREIT + HOYA
    Read the transcript!
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    6 fundamentally strong beaten-up stocks with Steven Cress Oct 07, 2024

    Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27.
    Episode transcripts
    Show Notes:
    6 Beaten Down Stocks Rated Buy
    Quant Ratings & Factor Grades FAQ
    Alpha Picks
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma Oct 06, 2024

    Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).
    Episode transcripts
    Show Notes:
    The Role Of AI In Pharmaceuticals
    Kirk Spano's Margin of Safety Investing
    Bhavneesh Sharma's Vasuda Healthcare Analytics
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Disruptions and delays usually bullish for shipping rates - J Mintzmyer Sep 30, 2024

    Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).
    Episode transcripts
    Show Notes:
    Note Of Caution On Shipping
    Red Sea Disruptions And 2 Key Shipping Segments
    Star Bulk Carriers Interview
    J Mintzmyer's 2 Favorite Tankers
    International Seaways: Tanker Market Updates, Seasonal Upside Ahead
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Get your winners to pay for your losers with Chris DeMuth and Kirk Spano Sep 25, 2024

    Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.
    Episode transcripts
    Show Notes:
    Investing Lessons From The World Series Of Poker
    Fannie And Freddie: My Favorite Trump Stocks
    Is Enhabit Dead? Not Quite Yet
    US Steel gains after arbitration panel rules in its favor in a dispute with union
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    'We're pretty cheap at the moment' - Cybin CEO Doug Drysdale Sep 19, 2024

    Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35).
    Episode transcripts
    Show Notes:
    Imran Khan On Psychedelics - More We Don't Know Than We Do
    Psychedelic Stocks: Focus On Their Cash
    FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
    De-Risking Psychedelics: Compass Pathways, Cybin And Atai
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Where energy and tech meet; oil & gas fundamentals with Jennifer Warren Sep 16, 2024

    Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.
    Episode transcripts
    Show Notes:
    Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
    Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
    Palantir, BP ink pact for new AI capabilities
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Why Ahmed Abdelazim likes small + mid-cap stocks Sep 12, 2024

    Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20).
    Episode transcripts
    Show Notes:
    Peloton: A Fragile Resurgence Built On Unsustainable Factors
    Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth
    Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success
    Affirm: More Room To Grow In A Favorable BNPL Landscape
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Tanker markets and why International Seaways is almost as cheap as it's ever been Sep 11, 2024

    J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)
    This is an excerpt from a recent Value Investor's Edge Live episode.
    Episode transcripts
    Show Notes:
    J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
    OPEC again cuts global oil demand growth forecast
    J Mintzmyer's Note Of Caution On Shipping
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Prudently bearish with David Tice and Rob Isbitts Sep 06, 2024

    David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50).
    Read episode transcripts
    Show Notes:
    S&P 500 Sector Analysis: Start Thinking Differently
    A Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading')
    1987 Vs. 2024: 5 Ways To Separate Myth From Reality
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    High yield investing with Samuel Smith Aug 29, 2024

    High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)
    Read episode transcripts
    Show Notes:
    High Yield Landlord
    Stocks Lagging The Ongoing Market Reversal
    What I Wish I Knew Before Buying REITs
    High-Yielding Fast-Growers I Am Buying Hand-Over-Fist
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    The broad market has not participated in this rally Aug 27, 2024

    Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
    This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
    Read episode transcripts
    Show Notes:
    Quant Ratings & Factor Grades FAQ
    Alpha Picks
    6 Beaten Down Stocks Rated Buy
    4 Best Defensive Stocks For A Potential Soft Landing
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Markets and dividend investing are evolving - how to take advantage Aug 19, 2024

    Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55).
    Read episode transcripts
    Show Notes:
    Here's My 40-Stock Dividend Portfolio, And How It Works
    1987 Vs. 2024: 5 Ways To Separate Myth From Reality
    Starbucks: I'd Rather Be Lucky Than Good
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Psychedelic stocks: focus on their cash Aug 15, 2024

    Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?
    Read episode transcripts
    Show Notes:
    FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
    MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors
    ATAI: Enormous Potential Upside But No Clarity Yet
    De-Risking Psychedelics: Compass Pathways, Cybin And Atai
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Will crypto cream rise to the top? Aug 14, 2024

    Mike Fay shares why the crypto market is difficult to navigate these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on crypto - why we have to pay attention (30:10).
    Read the transcript
    Show Notes:
    Q2 Earnings: Hut 8 Needs AI To Work
    LTCN: Coming Back Down To Earth
    Bitcoin attempts another $60K breakout, recovering from early-August swoon
    Ethereum: The Price Of Scalability
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Keep calm and buy bitcoin Aug 11, 2024

    Crypto Waves' Ryan Wilday addresses bitcoin's concerning price action (0:30). Why technical analysis is salient to understanding crypto markets (5:30). Why he's not a fan of the miners (13:45). Trump, RFK, and Harris: crypto in election season (18:35). Not excited about ether's price action (23:05). Keep it simple with bitcoin ETFs (26:10).
    Read the transcript
    Show Notes:
    Bitcoin's Beautiful Bull Market
    Ethereum Can't Seem To Catch Bitcoin
    Bitcoin Is In The Buy Zone
    Trump's new 'Crypto First' mantra has investors sizing up the industry
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Global economic outlook: How we got here; where are we going? Aug 07, 2024

    What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)
    Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.
    Read the transcript
    Show Notes:
    Magnificent 7: how big tech stocks have moved since selloff sparked by recession fears
    Jobs data in charts: Unemployment rate rises again
    U.S. Recession Fears Prompt Global Market Sell-Off
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Looking for bargains during market uncertainty with Steven Cress Aug 06, 2024

    Seeking Alpha's VP of Quantitative Strategy Steven Cress shares the importance of detaching emotionally from volatile markets and relying instead on data driven models (0:30). Will dividend stocks pay the price or reap the rewards of market volatility? (8:00) Is now the time to let winners run? (12:45) Reassuring economic data (16:00). Harris + Trump stock ideas (21:35). No fear around recent tech sell-off (23:55).
    Show Notes:
    Buckle Your Seat Belt: Dividend Stocks For Market Turbulence
    Top 5 Stocks If Kamala Wins The Election: Harris Vs. Trump Trade
    Letting Winners Run - Steven Cress On Alpha Picks' Outperformance
    Top 5 Value Stocks For A Big Tech Pullback
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Be slower to sell your winners and quicker to sell your losers - Logan Kane Jul 31, 2024

    Why IPOs are the best and the worst investment according to Logan Kane (0:40). How can behavioral finance make us better investors? (2:05) When should investors cut their losses and close out profits (10:30). IRAs, tax advantages and constructing a portfolio (20:00). What to buy in a bear market (21:25). Best metric for high quality small caps (25:20). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
    Show Notes:
    Party Like It's 1999: Market Valuations Near Dot-Com Bubble Peak As Fed Eyes Economy Warily
    Nvidia As Religion And Why We're Due For A Substantial Correction
    Can Behavioral Finance Make You A Better Investor And Improve Your Life?
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Tech bull market just getting started - Dan Ives Jul 30, 2024

    Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
    Show Notes:
    Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
    As AI Evolves, Which Stocks Make Sense?
    BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
    Read the transcript
    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    The top we strike could be a very long-term market top - Avi Gilburt Jul 23, 2024

    Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).
    Show Notes:
    Citibank And JPMorgan: Very Troubling Results For The Banking Industry
    Newmont: Healthy Pullbacks Are A Good Thing
    Tesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)
    Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes Metals
    How To Make Better Decisions In Any Financial Market
    Read the transcript
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    New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper Jul 22, 2024

    Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.
    Read the transcript
    Show Notes:
    Wall Street Breakfast: End Of Winter
    SEC at long last approves spot bitcoin ETFs
    SEC approves spot ethereum ETFs in huge win for crypto world
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    Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities Jul 15, 2024

    Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).
    Read the transcript
    Show Notes:
    Is The JEPI ETF Actually Worth It?
    Beyond Saving
    Rida Morwa
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    Top 10 stocks 2nd half 2024 with Steven Cress Jul 11, 2024

    Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.
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    Show Notes:
    Top 10 Stocks For 2024
    GigaCloud Technology: Strong Buy With Short Squeeze Potential
    PDD Holdings: Offering High Growth, Strong Profits And Stability
    Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500
    Top 10 Stocks For H2 2023
    Episode transcripts
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    Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in Jul 10, 2024

    Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).
    Show Notes:
    Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
    Powell Says Inflation Isn't The Only Concern
    SA Sentiment sees rate cuts starting in September
    3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES
    Episode transcripts
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    Steven Bavaria takes investors inside the income factory Jul 03, 2024

    Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).
    Learn more about Inside the Income Factory
    Show Notes:
    The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)
    ECC And OXLC: Climbing The CLO Learning Curve
    From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'
    The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% Distributions
    Episode transcripts
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    Date your stocks, don't marry them - Jonah Lupton Jul 01, 2024

    Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)
    Learn more about Fundamental Growth Investor
    Show Notes:
    Riding Uber From Cash Burn To Cash Cow: Mini Deep Dive On Uber
    The Future Of Energy Drinks: Mini Deep Dive On Celsius Holdings
    Powering Up The EV Market: Mini Deep Dive On Aspen Aerogels
    Hardware Enabler Of The AI Revolution: Mini Deep Dive On Super Micro Computer
    Episode transcripts
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    3 best summer travel stocks with Steven Cress Jun 30, 2024

    Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.
    Check out Alpha Picks
    Show Notes:
    Top 3 Travel Stocks (SA Quant)
    Global airline revenue expected to reach nearly $1 trillion in 2024
    Top 4 July Stocks: Hot Month For S&P 500
    Everything churning in the right direction for cruise industry
    Episode transcripts
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    Who doesn't feel comfortable owning Apple? Nvidia's upside volatility. Jun 27, 2024

    How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20).
    Get $100 off Growth Investor Pro Basic, now on sale for $199!
    Show Notes:
    Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge Instead
    Apple, We Believe, Can Reach $328/Share
    Tech Volatility Is A Feature Not A Bug
    How To Beat The S&P 500 Using The S&P 500
    Episode transcripts
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    REITs are a deep value opportunity - Hoya Capital Jun 26, 2024

    Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).
    Learn more about Hoya Capital Income Builder
    Show Notes:
    State Of REIT Nation: Waiting At The Bottom
    REITs said to have reported a surge in capital raising activities in May
    Consumer Shows Stress
    NewLake Capital, IIPR And Cannabis REITs
    Episode transcripts
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    Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024 Jun 24, 2024

    J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.
    J Mintzmyer's Value Investor's Edge
    Show Notes:
    J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
    May's CPI cools more than expected, with core CPI rising 3.4% Y/Y
    J Mintzmyer's Note Of Caution On Shipping
    Episode transcripts
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    Market anxiety, risk repricing and holding cash Jun 24, 2024

    Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).
    Reading The Markets by Mott Capital
    Show Notes:
    Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'
    There Will Be Great Opportunities To Buy This Market, But Not Right Now
    Fed may need to hike rates amid inflation pressures
    Episode transcripts
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    Nvidia as religion and why we're due for a substantial correction Jun 23, 2024

    Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)
    Subscribe to Joe Albano's Tech Cache
    Show Notes:
    Switzerland Cuts Rates Again As Fed Holds Steady
    AI Tiers And Taking Profits In Tech
    Bank of Canada cuts rates for the first time in four years
    Episode transcripts
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    Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress Jun 13, 2024

    Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent webinar.
    Show Notes:
    How Our Dividend Safety Grades Work
    University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The Market
    Ardmore Shipping: Strong Momentum And Solid Dividend Yield Stock
    Dive Into Dividends: Top 10 Yield Stocks (SA Quant)
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

    Dividend and growth stocks for an overvalued market with David Alton Clark Jun 10, 2024

    David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20).
    Show Notes:
    T. Rowe Price: A Dividend Aristocrat With 25% Upside Potential
    Duke Energy reaches clean energy supply deals with Amazon, Google, Microsoft
    Exxon Mobil - Bull/Bear Thesis With David Alton Clark And Callum Turcan
    Crude oil bounces as Fed rate cut hopes outrank demand worries
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

    Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday Jun 04, 2024

    Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)
    Show Notes:
    Ethereum Can't Seem To Catch Bitcoin
    Were The Bitcoin Spot ETFs A Big Flop?
    Spot ether ETFs receive initial clearance – so what?
    BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin fund
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

    NewLake Capital, IIPR and cannabis REITs May 30, 2024

    Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.
    Show Notes:
    My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
    Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst
    Bengal Capital FY2023 Letter
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

    Top quant stocks across 11 market sectors with Steven Cress May 29, 2024

    Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar.
    Show Notes:
    University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The Market
    Top Stocks By Sector
    Alpha Picks: top stock picks
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

    Event-driven strategies, commodities, and writing options with Asif Suria May 28, 2024

    Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).
    Show Notes:
    Capri Holdings earnings
    Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality
    Inside Arbitrage investing group
    Six Special Situation Strategies to Outperform the Market
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

    Psychedelics closer to commercialization; Compass far and away the leader May 23, 2024

    Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).
    Show Notes:
    Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatment
    De-Risking Psychedelics: Compass Pathways, Cybin And Atai
    Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
    COMPASS Pathways Q1 2024 Earnings Call Transcript
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

    Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold May 22, 2024

    Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).
    Subscribe to Victor's investing group, The Financial Prophet
    Show Notes:
    The S&P 500: Is The Pullback Over?
    Tesla: Don't Panic And Consider Buying The Dip
    Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
    Episode transcripts
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    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

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

    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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    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

    Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality May 20, 2024

    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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    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

    There will be great opportunities to buy this market, but not right now - Michael Kramer May 15, 2024

    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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    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

    Capital imbalances and why David Daglio is a reformed value investor May 10, 2024

    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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    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

    Nvidia and tech stock paradoxes with Joe Albano May 02, 2024

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

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

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

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

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

    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
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    AI tiers and taking profits in tech with Joe Albano, Tech Cache Apr 15, 2024

    Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).
    Subscribe to Tech Cache
    Show Notes:
    AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
    Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries
    AMD And Nvidia: Engagements Vs. Invoices
    Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)
    Episode transcripts
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    Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing Apr 04, 2024

    Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.
    Subscribe to Courage & Conviction Investing's Second Wind Capital
    Show Notes:
    Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)
    Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped
    'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
    Episode transcripts
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    CashFlow Hunter on pair trading, 3M and Iris Energy Mar 28, 2024

    CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).
    Subscribe to CashFlow Hunter's Catalyst Hedge Investing
    Show Notes:
    3M's Spin-Out Of Solventum - My Thoughts On The Newco And The Oldco
    New York Community Bancorp: Follow The Smart (And Connected) Money
    How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play
    Episode transcripts with comments
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    Upside/downside tug of war Mar 27, 2024

    Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).
    Show Notes:
    GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong Fundamentals
    Zscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market Share
    Episode transcripts with comments
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Jared Dillian on market sentiment and private equity's big bubble Mar 20, 2024

    Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (14:55).
    Episode transcripts with comments
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    Understanding bull and bear market cycles with Jon Wolfenbarger Mar 13, 2024

    Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors to profit is to buy inverse ETFs (39:25). Stocks that make sense in this environment (45:30).
    Episode transcripts with comments
    Show Notes:
    Is It 1929 Deja Vu All Over Again?
    The Fed Is Talking About Rate Cuts Because They Likely See A Recession Coming
    David Trainer Likes Energy, JPMorgan Over S&P; Uber, Tesla + Nvidia Too Expensive
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    S&P 500: 6,000 by end of 2024 - Sanjeev Sharma Mar 08, 2024

    Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).
    Show Notes:
    S&P 500 Prediction For 2024: 6,000 By Year End
    S&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income Formula
    Cutting interest rates too soon could reverse progress on inflation: Powell to Congress
    S&P Homebuilders ETF
    Episode transcripts with comments
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    Small cap nuance with Courage & Conviction Investing Mar 04, 2024

    Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).
    Show Notes:
    Farmer Bros, Red Robin And Yield10 Bioscience
    Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst
    Why Root's Management Doesn't Want To Sell For $19.34
    Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)
    Episode transcripts
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    Yimin Xu on bond market equilibrium and deciphering Fed rationale Feb 29, 2024

    Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).
    Show Notes:
    Will This Market Go Higher Than Anyone Expects?
    Should We Trust Economic Data? With Danielle DiMartino Booth
    Wall Street Lunch: January CPI Comes In Hot
    Growth Investor Pro by Cestrian Capital Research
    Episode transcripts
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    David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive Feb 28, 2024

    David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).
    Show Notes:
    Uber A Zombie Stock; Ford, GM Have Scalability And Expertise
    Tesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued Stocks
    It's All About Liquidity
    Episode transcripts
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    Don't rely on past performance Feb 26, 2024

    Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).
    Show Notes:
    My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
    Embracing The Mania And Yield At A Reasonable Price
    IZRL: Long-Term Comeback Candidate, Strong Buy
    Seeking Alpha's Quant Performance
    The Key To Investing Success Is Being Wrong A Lot
    Episode transcripts
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    If you can predict cash flow you can predict stock price - Austin Hankwitz Feb 22, 2024

    Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30).
    Show Notes:
    'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
    JEPI: Much To Be Desired In 2024
    SPYI: Outperforming Both JEPI And XYLD In 2023
    $2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin Hankwitz
    Episode transcripts
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    Rich Habits Podcast
    Austin Hankwitz Twitter

    Letting winners run - Steven Cress on Alpha Picks' outperformance Feb 16, 2024

    Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).
    Show Notes:
    Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
    Dividend Picks For Growth And Safety With Steven Cress
    Alpha Picks
    Episode transcripts
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    Should we trust economic data? With Danielle DiMartino Booth Feb 14, 2024
    Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15)
    Show Notes:
    Wall Street Breakfast: Trust The Data
    January CPI Comes In Hot
    US2Y and US10Y jump to 2024 highs after stronger CPI print
    Episode transcripts
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    Danielle DiMartino Booth on Twitter
    QI Research
    Super Bowl streaming, Disney deep dive and why numbers don't lie Feb 13, 2024

    Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).
    Show Notes:
    Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't DeadParamount gains as Super Bowl audience surges to 126.6M viewers
    The Walt Disney Company Q1 2024 Earnings Call Transcript
    Disney/Fox/Warner sports streamer shakes up market, though big questions remain
    Episode transcripts
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    J Mintzmyer on Red Sea disruptions and 2 key shipping segments Feb 06, 2024

    J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.
    Subscribe to J's Value Investor's Edge
    Show Notes:
    J Mintzmyer's 2 Favorite Tankers
    J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector
    Episode transcripts
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    5 cannabis stocks and how retail investors should navigate the industry Jan 31, 2024

    Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.
    Show Notes:
    Senate Democrats urge DEA to end marijuana restrictions completely
    Cannabis stocks rally as support builds for DEA rescheduling
    HHS document shows recommendation to reschedule marijuana
    Episode transcripts
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    Embracing the mania and yield at a reasonable price Jan 29, 2024

    Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).
    Show Notes:
    XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages
    JD Henning Cautious About 2024, An Unusual Year For Market Considerations
    2024: The Year Of Living Dangerously
    My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
    Seeking Alpha's Quant Performance
    Episode transcripts
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    Biotech and pharma diversification pays off Jan 25, 2024
    Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05).
    Show Notes:
    CRISPR/Vertex gene editing therapy approved in U.S. for beta-thalassemia
    First RSV shots, groundbreaking gene therapy among 2024 drugs to watch
    Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
    Lilly, Novo Nordisk diabetes drugs see price raises - report
    Episode transcripts
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    JD Henning cautious about 2024, an unusual year for market considerations Jan 17, 2024

    JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).
    Episode transcripts
    Show Notes:
    Webinar Replay: JD Henning's Momentum Breakout Models For 2024
    MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024
    Tracking Flows Of Smart Money With JD Henning
    Subscribe to JD's Value & Momentum Breakouts
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    KCI Research on REITs, dividends and contrarian investing Jan 11, 2024

    KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).
    Episode transcripts
    Show Notes:
    Antero Resources: Buy The Forgivable Dip
    Realty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done Underperforming
    Realty Income Corporation: Even More Extravagantly Overpriced
    For Those Investors Stuck On Yield, 2023 Was Opportunistic
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas Jan 09, 2024

    Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).
    Subscribe to Chris' Sifting The World
    Episode transcripts
    Show Notes:
    SHF Holdings: My One Stock
    Chris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings Bullishness
    Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings
    2024 - Liquidia, Burford, And Roivant
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    Avi Gilburt on bond crash, market sentiment and why he really likes metals Jan 01, 2024

    Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.
    Subscribe to Avi's The Market Pinball Wizard
    Episode transcripts
    Show Notes:
    Gold: Ready For Blast-Off
    Sentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024
    Sentiment Speaks: Major Market Move Ahead
    Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Netflix releases useless data, but still considered the gold standard Dec 28, 2023
    Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.
    Episode transcripts
    Show Notes:
    Netflix reveals what we watched & for how long with new data set
    Disney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024
    Amazon Prime is getting ads. How does it stack up versus the other streamers?
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Julian Lin on Palantir, Google, Meta and Apple Dec 26, 2023

    Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation.
    Subscribe to Julian's Best of Breed Growth Stocks
    Show Notes:
    Palantir: The 'Nvidia Moment' Is Coming
    Google: One Of My Top Picks For 2024
    Julian Lin on Seeking Alpha
    Episode transcripts
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    Using technicals to assess market risk with Rob Isbitts Dec 21, 2023

    What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10)
    Episode transcripts
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    Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn Dec 20, 2023

    Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).
    Episode transcripts
    Show Notes:
    Streaming Reality Vs. Fantasy With Dan Rayburn
    Breaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be Better
    Netflix reveals what we watched & for how long with new data set
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    J Mintzmyer's 2 Favorite Tankers Dec 17, 2023

    Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.
    Subscribe to J's Value Investor's Edge
    Episode transcripts
    Show Notes:
    Tsakos Energy Navigation: Low Valuation With Significant Upside Potential
    Free Webinar Video And Final Free Trial In 2023
    Today's Best Picks In Shipping Markets
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Avi Gilburt on bond market crash signals; does market get 1 more high? Dec 07, 2023
    Avi Gilburt says he's looking at the start of a major bear market but wonders if market gets 1 more high and why the next few weeks will likely give us the answer. (0:45) TLT, 2024 targets and what's taking shape in treasury market (5:30) Energy sector, bottoming out in USO (15:45) Bullish metals set-up (17:45)
    Episode transcripts
    Show Notes:
    Banking Crisis Likely On The Horizon - Are You Prepared?
    Bitcoin Has Started Its Push Upwards
    Subscribe to Avi's Market Pinball Wizard
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research Dec 06, 2023

    Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).
    Subscribe to Alex's Growth Investor Pro
    Show Notes:
    The Long Bull Market To Come
    Nvidia In Transition: We Rate At 'Accumulate' Between $100-$154/Share
    The Federal Carrier Wave Continues To Drive Intel Stock Higher
    Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)
    Episode transcripts
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    Not a bubble! Julian Lin on tech's profitability and reasonable valuations Nov 30, 2023

    Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).
    Subscribe to Julian's Best of Breed Growth Stocks
    Show Notes:
    Palantir: The 'Nvidia Moment' Is Coming
    Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
    AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
    Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
    Sam Altman Returns As OpenAI CEO With New Board
    Episode transcripts
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    Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs Nov 27, 2023

    Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.
    Show Notes:
    Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
    Best Of The Best List: My Favorite Gold And Silver Mining Stocks
    Subscribe to Don's Gold & Silver Mining Ideas
    Episode transcripts
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    Portfolio construction, options and covered call ETF vulnerability Nov 21, 2023

    How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30).
    Show Notes:
    TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI
    Here's What My Option Portfolio Looks Like Now, And Why
    BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To Buy
    UTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It Now
    Episode transcript
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    CPI disappointment, cooling economy, recession ahead? With Mott Capital Nov 16, 2023

    Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).
    Show Notes:
    Retail relief rally picks up after the CPI report shows consumers may be finally getting a break
    October CPI Data Comes In Soft
    The CPI Report May Deliver A Massive Surprise To The Market
    Get your free trial for Michael's Reading The Markets.
    Episode transcript
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    Streaming reality vs fantasy with Dan Rayburn Nov 14, 2023

    "It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).
    Show Notes:
    Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In Jeopardy
    Paramount jumps as narrower streaming losses drive Q3 beat
    Disney earnings call: Focusing streaming, paving ESPN's future
    The Dan Rayburn Podcast
    Episode transcripts
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    Michael Gayed on credit event phases and the Fed's unprecedented moves Nov 13, 2023

    How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).
    Show Notes:
    Why Michael Gayed Thinks We're Still In A Bear Market
    ACWI: Lowered U.S. Exposure Finally A Plus
    We May Be In A Crash, And Here's Why
    Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too
    Subscribe to Michael Gayed's The Lead-Lag Report
    Episode transcripts
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    Chance for a market dip in early 2024 - Chaim Siegel Nov 09, 2023

    2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).
    Subscribe to Chaim's Fed Trader
    Show Notes:
    How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
    Tesla: Company Risk If They Don't Slow Factory Growth
    Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel
    Episode transcripts
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    Reading Wall Street research like a pro with Steven Cress Nov 01, 2023
    Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50)
    Show Notes
    Top Defensive Stocks For Turbulent Times
    The New Flight To Safety Trade: Gold, Oil, And Defensive Stocks
    Episode transcripts
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    Brad Thomas laser focused on earnings and REITs Oct 31, 2023

    Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts)
    Show Notes:
    Attention REIT Shoppers: A Blue Light Special In The Cell Tower Sector
    All Roads Lead To Prologis: Why We Love This Industrial Juggernaut
    Earnings Determine Market Price In The Long Run
    Emotions Determine Market Price (In The Short Run)
    The Answer Is 7
    The Answer Is 9
    Subscribe to iREIT on Alpha
    All episode transcripts
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    U.S. oil & gas is a good bet - Jennifer Warren Oct 26, 2023

    Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).
    Episode transcripts
    Show Notes
    From FAANG To FANG?: Economic Clarity Sought (Video)
    Market Celebrates Artificial Intelligence (Video)
    Reset And Regenerate: Themes After The Fed Conference (Video)
    Energy, Tech And AI: Use Cases And Markets
    The Prize Of The Permian: Influencer Pioneer Natural Resources (Video)
    Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stock
    Chevron to buy Hess in $53B deal to boost production and free cash flow
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience Oct 24, 2023

    Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies'.
    Show Notes:
    Red Robin: Another Beat And A Raise
    Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing
    Red Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The Shorts
    Subscribe to Second Wind Capital by Courage & Conviction Investing
    Episode transcripts
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    High moat companies and Mexico's long-term story with Ian Bezek Oct 19, 2023

    Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).
    Subscribe to Ian's Inside Corner
    Show Notes:
    Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip
    Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat
    Mexican Stocks Hit 8-Year Highs, I Remain Bullish
    McCormick Q1 Results: Slump Is Over, Shares Are A Strong Buy
    Episode transcripts
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    Reasons to be cautiously optimistic about cannabis Oct 16, 2023
    Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.
    Episode transcripts
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    Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter Oct 09, 2023

    CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.
    Subscribe to Catalyst Hedge Investing
    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

    Dividend picks for a stock market dip with Steven Cress Oct 05, 2023
    Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40).
    Show Notes
    Dive Into Dividends: 14 Must-Have Stocks When Markets Dip
    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
    Gold, silver and why all mining stocks are speculative investments with Don Durrett Oct 03, 2023
    Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10).
    Subscribe to Don's Gold & Silver Mining Ideas (Free 14 day trial!)
    Transcripts on Seeking Alpha
    Show Notes:
    My Top 50 Optionality Plays For Gold And Silver Miners
    Avino Silver & Gold Mines: A Highly Undervalued Mid-Tier Silver Producer
    Launching Gold & Silver Mining Ideas: Long-Term Picks From The Precious Metals Mining Space
    Best Of The Best List: My Favorite Gold And Silver Mining Stocks
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
    J Mintzmyer unpacks cyclical and fickle shipping sector Oct 02, 2023

    Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio (STNG) and Tsakos (TNP) (17:30), and how macro concerns are weighing on stocks (25:35).
    Subscribe to J's Value Investor's Edge
    Transcripts on Seeking Alpha
    Show Notes:
    Why I Am Very Bullish On Selective Tanker Stocks
    Top Picks For Today's Product Tanker Market
    Webinar Replay: Supply Chain And Shipping Stocks For 2023
    Free Webinar Video And Final Free Trial In 2023
    Top Picks In Maritime Shipping
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    Energy exposure, uranium dry spells, bullish on SHF Holdings Sep 28, 2023

    Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45).
    Subscribe to Chris' Sifting The World
    Episode transcripts on Seeking Alpha
    Show Notes:
    Why Chris DeMuth Jr. Likes Activision, Oil & Gas + Innovate
    Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
    Top Rated ETFs
    Sifting The World Day One
    Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    'Stay hungry, stay foolish' small cap strategies with Courage & Conviction Investing Sep 27, 2023

    Courage & Conviction Investing shares why small cap investors should stay hungry and foolish (2:50), why he's never been longer on Advanced Emissions Solutions (13:50) and strategies around Red Robin, Farmer Brothers, Daktronics and Yield10 Bioscience (33:35).
    Subscribe to Courage & Conviction Investing's Second Wind Capital
    Transcripts on Seeking Alpha
    Show Notes:
    Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing
    Advanced Emissions Solutions, Inc.: The EPA's Significant PFAS Policy Proposal Is A Massive Catalyst
    Red Robin: Another Beat And A Raise
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    Covered call ETFs and the limitations of stocks Sep 21, 2023

    Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered call ETFs (11:25).
    Transcripts on Seeking Alpha
    Show Notes:
    Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle
    SPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)
    XYLD: The S&P 500 Is Begging You To Consider Covered Call ETFs, But JEPI Is Not The Only Game In Town
    SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
    QQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)
    How JEPI And Other Covered Call Investors Can Cut Risk And Keep Those Dividends Flowing
    Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5).

    Unlocking cannabis: legalization timelines, debt risk + unique value plays with Alan Brochstein & Julian Lin Sep 13, 2023

    Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs.

    • Subscribe to 420 Investor
    • Subscribe to Cannabis Growth Investor
    Transcripts on Seeking Alpha
    Show Notes:
    Beaten-Up Hydrofarm Stock Is Cheap And Could Increase Significantly
    Cannabis stocks extend rally amid positive news on regulatory front
    2 Cannabis Stock Picks
    Beware Canada 2.0
    Cannabis Investors, Fake It Till You Make It
    Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein
    Curaleaf Could Fall To $2
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
    Why CashFlow Hunter's short 3M and long Iris Energy Sep 12, 2023
    CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10).
    Subscribe to CashFlow Hunter's Catalyst Hedge Investing
    Transcripts on Seeking Alpha
    Show Notes:
    How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter
    3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green
    3M: Potential Ear Plug Settlement At Low End Of Estimates Does Little To Address Major Risks
    Iris Energy: The Reasonable And Renewable Play On Bitcoin
    Iris Energy: Nvidia Chip Purchase Signifies Entry Into AI/High Performance Computing Space
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
    Market crosswinds and Nasdaq looking better than Dow Sep 11, 2023
    Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25).
    Transcripts on Seeking Alpha
    Show Notes:
    Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?
    SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems
    XHB: Sell Rating Issued, As Homebuilding Risks Rise
    QQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)
    Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
    The key to investing success is being wrong a lot Sep 06, 2023

    The key to investing success is being wrong a lot, says Rob Isbitts and Matthew Tuttle (0:35). Dead money and lost opportunity costs (2:20), S&P 500 + NASDAQ risk, looking at gold miners (6:00) and real life examples of portfolio allocation (12:15).
    Show Notes:
    S&P 500 Could End Full-Year 2023 In The Red: How To Capitalize (Technical Analysis)
    Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy
    Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?
    Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio
    Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle
    Transcripts on Seeking Alpha
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

    Cannabis investing with Alan Brochstein & Julian Lin - REITs and Canadian LPs over MSOs Aug 28, 2023

    Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).
    Subscribe to Julian's Cannabis Growth Investor
    Subscribe to Alan's 420 Investor
    Show Notes:
    Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield
    MasterClass In Cannabis Investing Redux
    Top Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake Capital
    Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein
    Organigram Is Still My Favorite Cannabis Stock
    Curaleaf Could Fall To $2
    Trulieve Offers An Excellent Entry
    Transcripts on Seeking Alpha
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

    Top AI stock picks and Foot Locker's disappearing dividend with quant pro Steven Cress Aug 23, 2023
    Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss sudden opportunities in the AI space given the recent pullback. We discuss Nvidia’s (NVDA) one good value metric (3:25), the top 3 buy-the-dip opportunities (5:28) and how Quant Ratings spied Foot Locker’s (FL) problems (13:05).
    Show Notes
    Top 3 AI Stocks: Buy The Dip
    Top 10 Stocks For H2 2023
    Five metrics for AI trendspotting
    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 (new subscribers get the 1st month for under $5)
    Chart watching + does stock market history rhyme, repeat or not matter that much? Aug 22, 2023
    Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00).
    Show Notes:
    Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio
    Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
    Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle
    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 (new subscribers get the 1st month for under $5)
    Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate Aug 22, 2023
    Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).
    Episode transcripts
    Chris' investing group, Sifting the World
    Show Notes:
    A New Trade Alert With Chris DeMuth Jr. (Sifting The World)
    FTC Vs. Microsoft: FTC Wins
    Microsoft, Activision, And El Diablo
    Activision Calls Could Pop But...
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
    Wall Street's freaky season, trading updates and China's disappointing data Aug 21, 2023
    Rob Isbitts and Matthew Tuttle discuss China's disappointing economic data (3:50), and a key level in long-term resistance on 10 year U.S. Treasury yield (8:20). Market timing (24:30) trading updates, portfolio offense and defense (30:00).
    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 (new subscribers get the 1st month for under $5)
    Show Notes:
    Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
    Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
    China's industrial production, retail sales grow less than expected in July
    Watching Yields, Soft Landing And Extending Bond Durations
    Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio
    Ryan Wilday on Bitcoin, Ether, Coinbase charts from an Elliott Wave perspective Aug 17, 2023
    Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).
    Subscribe to Crypto Waves
    Show Notes:
    Cryptocurrencies And Elliott Wave Analysis With Ryan Wilday
    Where's Bitcoin Going In The Second Half Of 2023?
    3 Altcoins To Consider In 2023
    Revisiting BITO And GBTC Before The Coming Bull Market In Bitcoin
    How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter
    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 (new subscribers get the 1st month for under $5)
    Quant rating spies more top stocks as market breadth widens with Steven Cress Aug 17, 2023
    Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).
    Show Notes:
    Top 10 Stocks For 2023 With Head Of Quant Steven Cress
    Top 10 Stocks For H2 2023
    AI Disrupts Industries: 3 Tech Stocks To Buy
    Quant Ratings Explained
    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 (new subscribers get the 1st month for under $5)
    $2 million dividend growth portfolio, major tech earnings, Broadcom & SPYI with Austin Hankwitz Aug 16, 2023
    Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00).
    Subscribe to Austin's Cash Flow Freaks investing group
    Show Notes:
    SPYI: Outperforming Both JEPI And XYLD In 2023
    SPYI: Superior To JEPI In Every Single Way
    Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)
    As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy Taraboulsi
    Broadcom quant ratings
    Episode transcripts
    Austin Hankwitz on TikTok
    For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
    Selling time? Oil, inflation, debt concerns and a T-Bill portfolio Aug 15, 2023
    Matthew Tuttle and Rob Isbitts discuss watching the charts and whether it's time to sell (1:25). Oil and why inflation may be rekindled (6:50). Concerns about upcoming debt issues (8:20) and why Matthew's portfolio is entirely in T-bills right now (15:20).
    Show Notes:
    S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG
    S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
    The Magnificent Seven Or The Mediocre Seven?
    Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
    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 (new subscribers get the 1st month for under $5)
    Disney's upside potential + need for compelling content with Victor Dergunov Aug 13, 2023
    Victor Dergunov, The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov.
    Subscribe to The Financial Prophet
    Transcripts on Seeking Alpha
    Show Notes:
    Finally, Disney Is Dirt Cheap
    Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point'
    The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript
    Disney Continues To Gamble On Sports As Overall Business Continues To Seek Identity
    Intel, Elliott Wave, Fibonacci and Wyckoff; how to approach ETFs with Cestrian Capital Research Aug 10, 2023

    Alex King runs Cestrian Capital Research and Growth Investor Pro. He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro).
    Subscribe to Alex King's Growth Investor Pro
    Full transcripts on Seeking Alpha
    Show Notes:
    We Rate Intel Stock At Accumulate Because It's Not About The Numbers
    INTC Intel Corporation
    Post-Earnings Accumulation List With Alex King (Growth Investor Pro)
    Wall Street Lunch: China-U.S. Chip War Heats Up
    Amazon Stock Offers Technical Upside, But We Find The Company Fundamentally Unexciting
    QQQ ETF Forecast For 2023: What To Watch For
    Bullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A Year
    TSLA Tesla, Inc.
    Microsoft Stock: Potential For All-Time Highs Within 12 Months

    Navigating the bond market: yield curve, options and investment strategies from Matthew Tuttle + Rob Isbitts Aug 08, 2023
    Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00).
    Episode transcripts on Seeking Alpha
    Show Notes:
    Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
    United States Loses Top Rating At Fitch
    United States loses top rating at Fitch; long-term IDR cut to AA+
    S&P 500 Rally, DIA Vs. QQQ, Perma-Realism And Tech Giants' Important Earnings
    Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle
    S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
    Avi Gilburt tracking 3rd wave set up in metals, melt-up; possible oil and bond rally Aug 03, 2023
    Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.
    • Subscribe to The Market Pinball Wizard
    Transcripts on Seeking Alpha
    Show Notes:
    Swallowed By Giants: Newmont And Newcrest Mining
    Sentiment Speaks: Silver May Explode
    Sentiment Speaks: Here Is The Set Up For A Fast 10% Rally In Gold
    S&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi Gilburt
    The Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard)
    Why Advanced Emissions Solutions is a rabbit in a hat - Courage & Conviction Investing Aug 02, 2023

    Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing.
    Subscribe to Courage & Conviction Investing's Second Wind Capital
    Transcripts on Seeking Alpha
    ADES Advanced Emissions Solutions, Inc.
    Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1s
    Will the Advanced Emissions Solutions rebound continue?
    Advanced Emissions Solutions to merge with Arq

    Avi Gilburt warns of potential banking crisis; charts indicate major disruptions Jul 28, 2023

    Elliott Wave expert Avi Gilburt returns to discuss raising cash long-term and the possibility of a major bear market (1:35), relying on market sentiment not exogenous events (4:40), metals' 3rd wave setup and possible melt-up (10:15), oil potential for multi-year rally (21:30) bond market's surprising length of consolidation (23:00) and concerns about the banking industry (28:10).
    Subscribe to Avi's investing group The Market Pinball Wizard
    Transcripts on Seeking Alpha
    S&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi Gilburt
    The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard)
    Sentiment Speaks: Can The Market Now Head To New All-Time Highs?
    Sentiment Speaks: Is The Market Disconnected From Reality, Or Are You?
    Sentiment Speaks: Is A Market Crash Still Possible?
    Big Banks Have Massive Exposure: The Fed Does Not Have Your Back
    Big Banks Have Massive Exposure: Recent Banking Results Are Concerning
    Meta Has Spent Itself Into A Hole
    Newmont: The Bottom Is In For Gold
    Sentiment Speaks: Gold And Silver May Be The Outperforming Assets For 2023
    Capital One: Danger, Will Robinson, Danger!
    Sentiment Speaks: $2,428 Target For Gold

    Portfolio offense and defense; trade based on what you see with Rob Isbitts and Matthew Tuttle Jul 27, 2023
    Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).
    Transcripts on Seeking Alpha
    Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
    QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
    Federal Reserve hikes rate by 25 basis points to highest level in 22 years
    Business uncertainty over revenue growth stays higher than prepandemic level
    The Magnificent Seven Or The Mediocre Seven?
    S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
    SARK ETF
    Tech volatility is a feature not a bug - Alex King (Growth Investor Pro) Jul 25, 2023

    Alex King returns to discuss running Cestrian Capital Research and Growth Investor Pro (1:30),
    tech's incredible run, why they think Nasdaq has more to go (5:00), Intel and the strategic battle between U.S. and China (22:00), financials' recent earnings (28:20) and their sector and index ETF strategy (31:00).
    Transcripts on Seeking Alpha
    Subscribe to Growth Investor Pro
    Can Tech Recover? With Alex King From Cestrian Capital Research
    Post-Earnings Accumulation List With Alex King (Growth Investor Pro)
    QQQ ETF Forecast For 2023: What To Watch For
    We Rate Intel Stock At Accumulate Because It's Not About The Numbers
    We Banked The Free Money From MongoDB
    Microsoft Stock: Potential For All-Time Highs Within 12 Months
    Bullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A Year
    Hedge funds pivot to Europe amid doubts U.S. tech-led rally has legs
    Goldman projects AI's impact on S&P fair value and earnings over 20 years

    Small cap alpha, commodity danger and Advanced Emissions Solutions with Courage & Conviction Investing Jul 24, 2023
    Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).
    Subscribe to Second Wind Capital
    Transcripts on Seeking Alpha
    Show Notes:
    First Half 2023 Performance (+46.5% Vs. +7.4%)
    Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1s
    As Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'
    Commodity Supercycles And The Role Of Luck (One Year Later)
    TravelCenters of America: It's Fun When It Works
    Kirkland's: I'm Bullish (Again) For The First Time Since October 2020
    CVR Partners, LP: My Best Current Commodity Idea
    Why Michael Gayed thinks we're still in a bear market Jul 20, 2023
    Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.
    • (2:50) - Melt-up and crash all in the same year?
    • (7:20) - The Fed is a follower of the bond market; treasuries will dictate
    • (9:40) - How to classify a bull and bear market
    • (15:20) - Nvidia and getting perspective on the tech sector
    • (22:40) - International portfolio allocation - what to keep in mind
    • (30:55) - Gold as the ultimate diversifier
    Free trial to Michael's Lead-Lag Report
    Transcripts on Seeking Alpha
    Show Notes:
    Unpopular Opinion: The Bear Market Is Not Over
    GLD: A Stock Market Correction Is Needed For This To Break Out
    EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming
    Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future
    The Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?
    How Nvidia And Microsoft Stocks Correct
    QQQ: It's Time For The Nasdaq To Punish Recency Bias
    Growth and earnings recovery, probable Fed pivot and high quality stocks with Victor Dergunov Jul 18, 2023

    Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.

    • (3:00) - Continue to buy high quality companies on pullbacks
    • (9:00) - Why Victor believes in Tesla
    • (16:20) - Easier monetary stance coming from Fed?
    • (33:40) - Tech sector favorites; still early in AI revolution
    • (43:20) - Netflix earnings, and why it's the best, stickiest platform in the world
    Transcripts on Seeking Alpha
    Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
    Nvidia: The Post-Earnings Drop Approaches
    Tesla: Strong Buy Ahead Of Q2 Results
    The S&P 500: More Upside Ahead
    Palantir: Strong AI Buy For The Long-Term
    Tesla Stock: No AI Hype Here - Buy The Dip
    AMD Is Cheap Again - Strong AI Buy Here
    Why Palantir Remains My Top Holding
    QQQ: The Tech Rally Is Just Getting Started
    Netflix: A Strong Buy With EPS Growth, Multiple Expansion Potential
    Will Tesla Become A Trillion-Dollar Company?
    Psychedelic stocks: Don't bet on just 1 company Jul 13, 2023

    Will tough times continue for psychedelic stocks? (1:50) Analyst Alex Carchidi shares his views on the sector and specific stocks like Compass Pathways (4:20), Atai and Cybin (19:50) and the inevitability of big pharma buying up assets (32:10).
    Transcripts available on Seeking Alpha
    Cybin: A Leading Early-Stage Psychedelics Play
    American Medical Association approves CPT code for psychedelic therapies
    FDA drafts new guidance on psychedelic research
    Psychedelic Sunday: Scrutinizing Psychedelic Stocks

    Is Tesla a buy? Jul 12, 2023

    Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.

    • (0:30) - Tesla's charging network evolution - net benefit not clear
    • (10:50) - Self-driving cars, robotaxis and Tesla's competitive advantage
    Transcripts available on Seeking Alpha
    Tesla: Supercharging Revenues, But At What Cost?
    Tesla Has Surrendered Its Key Competitive Advantage
    Tesla: Elon Musk Is Playing The Long Game
    Tesla's China Exposure Faces New Risks
    Tesla Motors (TSLA) Q3 2016 Results - Earnings Call Transcript
    Free trial for James Foord's The Pragmatic Investor
    U.S. economy is a snake that ate a doe - Marc Chandler Jul 10, 2023
    Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation, Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.
    • Free trial to James Foord's Pragmatic Investor

    Transcripts available on Seeking Alpha
    Fed Day: Skip = Hawkish Pause, But Market Says Finito
    Fool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets
    Uber a zombie stock; Ford, GM have scalability and expertise - David Trainer Jul 06, 2023

    This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.

    • (1:10) - Zombie stock list: limited runway, bad business models.
    • (3:35) - Uber burning too much cash
    • (6:00) - Micro bubbles and David's wide variety of longs
    Transcripts available on Seeking Alpha
    3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
    Uber: Falling Knife You Don't Want To Catch
    Valvoline's Transition Story Is A Growth Story
    Falling inflation, dollar dominance and PBOC moves with Marc Chandler Jul 06, 2023
    Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.
    • (1:00) - What's coming at next Fed meeting?
    • (4:50) - Has the Fed conquered inflation?
    • (16:20) - China's economy and global liquidity
    • (22:00) - Marc's outlook on the US dollar
    • (28:50) - Is gold a viable alternative to USD?
    Free trial to James Foord's Pragmatic Investor
    Transcripts available on Seeking Alpha
    Fed Day: Skip = Hawkish Pause, But Market Says Finito
    Fool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets
    Busting today's market myths with Matthew Tuttle and Rob Isbitts Jul 05, 2023
    Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.
    • (2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'
    • (11:40) Why investors should focus on forward looking due diligence
    • (19:45) Problematic small caps
    • (24:40) Risk management; short selling not a bad thing
    • (30:35) Yield curve creep
    Transcripts available on Seeking Alpha
    The Magnificent Seven Or The Mediocre Seven?
    Forward-Looking Due Diligence
    SPY: Recent Gains Distract From Weakening Long-Term Price Trend
    QQQ Outperforms DIA: Time To Be Cautious... And Flexible
    Nasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)
    It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGG
    S&P 500 Could Slide To 3,000, SPXT An Escape Hatch
    QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
    REK: With REITs Looking Awful, This Little ETF Is A Hidden Gem
    It's all about liquidity - David Trainer Jul 03, 2023
    David Trainer discusses sectors, stocks and investing strategies.
    • (2:05) For near-term, it's really all about liquidity
    • (9:10) Looking at the market from a sector level
    • (15:40) Uber's valuation still extremely expensive
    • (18:35) David's long stock picks
    Transcripts available on Seeking Alpha
    3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
    Is Nvidia in a class of its own? Cameron Fen with James Foord Jun 29, 2023
    Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.
    • (2:40) AI, large language models and commercial implications for big tech
    • (12:40) Is Nvidia in a class of its own?
    Full episode originally published June 15, 2023 on The Pragmatic Investor.
    Free trial for James Foord's The Pragmatic Investor
    Episode transcripts on Seeking Alpha
    A Data Scientist Explains Large Language Models And Implications For Businesses
    Nvidia Bulls Are Way Overestimating AI GPU Demand
    'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated Jun 28, 2023

    Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).

    • (1:00) Pay attention to why shareholders buy into a stock
    • (7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
    • (23:00) Is management aligned with shareholders?
    • (32:00) Shipping sector - why macro drives everything
    Why I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm
    ZIM: The Value Trap Has Finally Been Exposed
    Free 14 day trial for Julian Lin's Best Of Breed Growth Stocks
    Episode transcripts on Seeking Alpha
    Tesla bull/bear thesis with Anton Wahlman and James Foord Jun 27, 2023

    Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.

    • (2:00) - Can't value Tesla (TSLA) like a regular auto company
    • (6:45) - Evolution of Tesla's charging networks
    • (18:20) - Does Tesla's competitive advantage still exist?
    • (36:40) - Investing for the future - is Tesla a good investment?
    Investing Experts episodes with transcripts on Seeking Alpha
    Tesla: Supercharging Revenues, But At What Cost?
    Tesla Has Surrendered Its Key Competitive Advantage
    Free 14 day trial with James Foord's The Pragmatic Investor
    Exxon Mobil bull/bear debate with David Alton Clark and Callum Turcan Jun 26, 2023

    Callum Turcan shares his bullish take on Exxon Mobil (0:30) and David Alton Clark shares his bearish thesis (1:50).
    This is an abridged version of our recent conversation, Exxon Mobil - Is Good News Priced In? Bull/Bear Thesis With David Alton Clark And Callum Turcan
    Why Exxon Mobil Is A Stellar Dividend Growth Idea
    Exxon Mobil: Trees Don't Grow To The Sky
    Transcripts found on Seeking Alpha
    Free 14 day trial for David Alton Clark's Winter Warrior Investor

    Great time to own these REITs - Brad Thomas with Kirk Spano Jun 26, 2023
    Brad Thomas talks to Kirk Spano about REITs and real estate investing.
    • (6:00) - REITs for insulation and income generation during potential recession
    • (15:40) - Are industrial REITs underappreciated and which US regions look the best?
    • (22:10) - Concerns about the sun belt region, primarily Florida
    • (37:00) - STAG Industrial's consistent earnings and dividend growth
    • (44:20) - VICI and gaming REITs

    Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha
    All Investing Experts episodes with transcripts on Seeking Alpha
    What My 30+ Years As A Real Estate Investor Taught Me
    Agree Realty: From Ugly REIT Duckling To Super SWAN
    W.P. Carey: 'Built For A Recession'
    Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)
    VICI Properties: Doubling Down
    Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan Jun 22, 2023

    Is good news already priced into Exxon Mobil (XOM)? David Alton Clark explains why he's bearish and Callum Turcan lays out his bullish case on Exxon Mobil - the stock appears to be moderately undervalued using discounted free cash flow analysis.
    Free 14 day trial for David Alton Clark's Winter Warrior Investor
    Why Exxon Mobil Is A Stellar Dividend Growth Idea
    Exxon Mobil Has Ample Upside In Current Environment
    Exxon Mobil: Take The Money And Run
    Exxon Mobil: Trees Don't Grow To The Sky
    All Investing Experts episodes with transcripts

    3M bull/bear thesis with CashFlow Hunter and Brett Ashcroft Green Jun 21, 2023
    CashFlow Hunter runs Catalyst Hedge Investing and is bearish on 3M (MMM). Brett Ashcroft Green is bullish on the stock. Today they discuss their investment thesis.
    Sign-up for free 14 day trial with Catalyst Hedge Investing
    Investing Experts episodes with transcripts on Seeking Alpha
    3M: Positive Lawsuit Developments For This Cheap Dividend King
    3M: Catalysts For A Potential Bankruptcy
    CashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge Investing
    Take full advantage of Seeking Alpha's features with a Premium subscription
    Cryptocurrencies and Elliott Wave analysis with Ryan Wilday Jun 20, 2023

    Crypto Waves Founder Ryan Wilday joins James Foord, The Pragmatic Investor, to discuss the evolution of his Bitcoin thesis (0:30), why he prefers BITO to GBTC (2:00) and how he uses Elliott Wave analysis (8:05). Full episode originally published May 4, 2023 on The Pragmatic Investor.
    Sign-up for free 14 day trials with Crypto Waves or The Pragmatic Investor
    Investing Experts episodes with transcripts on Seeking Alpha
    Take full advantage of Seeking Alpha's features with a Premium subscription
    Ryan Wilday's Twitter

    Palantir's cheap, bitcoin, altcoins, options and earnings season with Victor Dergunov Jun 13, 2023

    Victor Dergunov, The Financial Prophet, talks to James Foord, The Pragmatic Investor about tech earnings, options strategies and his favorite long-term picks.
    Full episode originally published April 27, 2023 on The Pragmatic Investor.

    • (3:45) Investing strategy - turning covered calls into collar plays
    • (15:30) Why Palantir (PLTR) is cheap
    • (25:15) Long-term bull on Bitcoin and certain altcoins
    Free 14 day trials with The Financial Prophet and The Pragmatic Investor
    Investing Expert episodes with transcripts on Seeking Alpha
    Take full advantage of Seeking Alpha's features with a Premium subscription.
    As AI evolves, which stocks make sense? Kirk Spano with Ramy Taraboulsi Jun 12, 2023
    Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).
    This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.
    View this episode's transcript on Seeking Alpha
    Subscribe to Margin of Safety Investing
    Follow Ramy Taraboulsi, CFA
    AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano Jun 07, 2023

    An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.

    • (3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence
    • (7:10) - AI won't be slowed - military investing more than any company
    • (13:30) - Neural networks, AI hype and building something we don't understand
    • (28:20) - Major problem with AI is lack of computing power. What stocks make sense?
    • (50:25) - Lockheed Martin's quiet AI work; bearish on Google.
    Recorded on June 1, 2023
    Show Notes:
    Kirk Spano's Investing Group, Margin of Safety Investing
    Follow Ramy Taraboulsi, CFA
    All Investing Expert episodes with transcripts
    Beware: The Singularity Is Almost Here
    Economic Surprises, Healthier Market Trends, AI And Crypto With Mike Zaccardi Jun 06, 2023

    The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.

    • (1:00) - Insight into Fed funds market
    • (4:45) - Will we achieve a soft landing?
    • (16:20) - Combining fundamental and technical analysis
    • (20:45) - Sectors currently offering the most value
    • (30:00) - Bitcoin and the broader crypto market
    Recorded on May 30, 2023
    Show Notes:
    James Foord's Seeking Alpha articles
    Subscribe to The Pragmatic Investor
    Mike Zaccardi's Seeking Alpha articles
    Investing Expert episodes with transcripts
    Mike Zaccardi on Twitter
    Downside Risk, Investor Sentiment And Elliot Wave Theory With Stock Waves May 26, 2023

    Our guests this week, Zac Mannes and Garrett Patten from Stock Waves, and The Pragmatic Investor, discuss Elliot Wave Theory and investor sentiment.
    (0:30) - Forecasting US stocks with Elliot Wave Theory and investor sentiment
    (4:20) - Incorporating fundamental with technical analysis
    (9:00) - What is an ideal set-up?
    (13:40) - Long-term top; risk skews to downside
    (19:40) - Bitcoin, crypto won't decouple too drastically from broader market
    Free 14 day trials with Stock Waves and The Pragmatic Investor
    All Investing Expert episodes with transcripts on Seeking Alpha
    Take full advantage of Seeking Alpha's features with a Premium subscription.

    How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter May 23, 2023

    Kirk Spano and CashFlow Hunter return to discuss:

    • (0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)
    • (8:00) - Rules for shorting stocks; never short based on valuation
    • (14:00) - Banks tightening; harbinger of recession?
    • (24:00) - Iris Energy (IREN) and Bitcoin mining
    • (35:00) - 3M (MMM) as a high conviction pick
    • (47:00) - Energy picks, pipeline companies
    Kirk Spano and CashFlow Hunter's Investing Groups:
    • Margin of Safety Investing
    • Catalyst Hedge Investing
    All Investing Expert episodes - with transcripts on Seeking Alpha
    Volatility Will Continue - Lithium Investing With Green Growth Giants' Owen Clendenin May 21, 2023
    Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).
    Show Links:
    Subscribe to Green Growth Giants
    Investing Experts with Transcripts
    Does AI Translate To Risk-On Markets? With Andres Cardinal (The Data Driven Investor) May 18, 2023

    We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.
    Get Access To The Data Driven Investor
    (00:24) - Andres explains why he is liking risk-on stocks
    (05:45) - Which risk-on stocks Andres finds favorable
    (07:35) - Deeper take on AMD as an AI chip winner
    (09:57) - Worries about Government Regulation around AI
    (11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI
    (14:27) - Should companies that use AI be able to command higher price multiples
    (15:59) - What are red flags that investors should be aware of in regard to AI
    (17:30) - Where is Apple?

    Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence Fuller May 17, 2023

    The Pragmatic Investor's James Foord and The Portfolio Architect's Lawrence Fuller discuss current Fed policy, inflation outlook and recession potential.

    • Was that the last rate hike - has the Fed paused? (2:30)
    • Have we avoided a recession? (10:40)
    • Regional banks' liquidity crisis (14:30)
    • Why Gannett (GCI) is Lawrence's largest holding (22:40)
    • Options and dividend portfolio strategies (45:30)

    Show Links:
    Subscribe To The Pragmatic Investor
    Subscribe to The Portfolio Architect
    Investing Experts with Transcripts
    The Pragmatic Investor Podcast
    Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants) May 16, 2023

    Leader of Green Growth Giants, Owen Clendenin, dives into everything about Lithium in this episode. We cover the companies he says are doing business the best, who has the best management team, and he shares what investors need to watch for each earnings call.
    Get Access To Green Growth Giants
    (00:28) - What is the decarbonization economy?
    (03:42) - How investors should approach the lithium space
    (05:54) - The source of lithium for major companies
    (07:28) - Where to invest in the lithium industry
    (09:06) - Individual names that investors should research further
    (13:14) - Which company has the best management team
    (19:32) - What investors need to listen for on the earnings calls
    (23:08) - The Lithium Price Safety Net

    Crypto Insulation, M2 Money Supply, PayPal and Palantir With James Foord (The Pragmatic Investor) May 12, 2023

    The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season.
    Get Access To The Pragmatic Investor
    (00:49) M2 Money Supply and Inflation.
    (03:31) Fed's pause and pivot.
    (08:39) Real assets and gold.
    (11:22) Is crypto a real asset?
    (14:22) Bitcoin investments and congestion.
    (18:30) Palantir's recent growth and potential.

    Staying Defensive - Q2 2023 Macro Update With Eric Basmajian (EPB Macro Research) May 11, 2023

    EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more.
    Get Access To EPB Macro Research
    (00:36) - Inflation numbers are in!
    (02:49) - How long will The Fed need to keep rates high?
    (04:28) - Should you be fully invested right now
    (06:41) - Was this last earnings season the “last good quarter”?
    (09:40) - The overall guage for the market is…
    (11:14) - Are we in a recession right now?
    (14:16) - Employment number revisions. What are they signaling?
    (18:47) - Are you still telling people to buy defensive stocks?
    (21:55) - Real Estate & REITs
    (26:24) - Commercial Real Estate - what’s coming?

    AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano May 10, 2023
    Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks.
    • Is Microsoft fairly valued? (0:28)
    • Why is Microsoft pumping AI so hard? (7:20)
    • Bing, ad revenue and Google (10:30)
    • Contextualizing Meta's parabolic moves (14:10)
    Show Notes:

    Julian's Investing Group: Best of Breed Growth Stocks
    Julian Lin on Seeking Alpha

    Kirk's Investing Group: Margin of Safety Investing
    Kirk Spano on Seeking Alpha
    Investing Experts Episodes With Transcripts
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    S&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi Gilburt May 08, 2023
    The Market Pinball Wizard's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30).
    This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard).
    View this episode's data and transcript on Seeking Alpha.
    Subscribe to The Market Pinball Wizard
    Follow Avi Gilburt
    The Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard) May 05, 2023

    A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions.
    View this episode's data and transcript on Seeking Alpha.
    Subscribe to The Market Pinball Wizard
    Follow Avi Gilburt

    A New Trade Alert With Chris DeMuth Jr. (Sifting The World) May 03, 2023

    Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space.
    Relevant Links: Get Access To Sifting The World Now
    Watch The Innovate Webinar
    “Best New Idea: Innovate” Article
    -----
    (01:15) - Chris’s Big Idea For 2023 Still Has Room To Run
    (08:40) - The New Event-Driven Trading Idea
    (30:02) - Short and Long Positions in Crypto
    (35:29) - How Much Value Can Investors Expect From GBTC If It Converts
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks May 02, 2023
    Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.
    • Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
    • Will AI disrupt search or will it benefit Google? (15:30)
    • Bullish on Google (22:00)
    • Meta's strong execution (32:20)
    • Comparing and contrasting Roblox with Unity (44:40)
    Show Notes:
    Julian Lin on Seeking Alpha
    Best of Breed Growth Stocks
    Kirk Spano on Seeking Alpha
    Margin of Safety Investing
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    CashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge Investing May 01, 2023

    CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss:

    • Launching Catalyst Hedge Investing (2:00)
    • Coinbase not evolving from early mover status in crypto (12:35)
    • Bitcoin a solution looking for a problem (17:00)
    • Bearish on 3M - liabilities, dividend at risk (19:10)
    • Special situation stocks (30:20)
    • Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20)

    Show Notes:
    CashFlow Hunter on Seeking Alpha
    Catalyst Hedge Investing
    Life After Silicon Valley Bank: Tighter Credit Conditions
    3M: Catalysts For A Potential Bankruptcy
    Coinbase: All's Not Well(s)
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    How Investors Should Think About AI, Micron, Tesla And The Fed, With Chaim Siegel Apr 27, 2023
    • Fed Trader's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15)
    • Fed doesn't realize how powerful it is - they're not listening enough. (6:50)
    • Finding stocks on a bottoms up basis. (21:20)
    • Why broad market performance follows Micron's stock movements. (26:24)
    • Bearish on Tesla (TSLA) (28:00)
    Show Notes:
    Fed Trader
    Tesla: Company Risk If They Don't Slow Factory Growth
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    Tracking Flows Of Smart Money With JD Henning (Value and Momentum Breakouts) Apr 25, 2023

    JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows.
    Relevant Links:
    Get Access to Value and Momentum Breakouts Now
    ------
    (00:25) - Fed Meeting Next Week. What’s The Reaction?
    (03:50) - Positioning For The Market Move For The Rest Of This Year
    (07:13) - The Proof Of The Models
    (08:38) - Earnings On Deck!
    (11:09) - Why Not FANG Stock Now?
    (13:35) - Markets Are Positive! What Gives?
    (17:58) - Where Should New Capital Go To Work?
    (19:11) - The Story Of A Deflated VIX
    (23:02) - How Did You Know To Get Out Of Tesla Before Earnings?
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    Earnings Season With Steven Cress - Pay Attention To Sales Beat Apr 21, 2023

    Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega-tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skepticism about a soft landing (17:00).
    Show Notes:
    Steven Cress on Seeking Alpha
    Quant Ratings Explained
    Top 5 Stocks For Earnings Season
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO

    Kirk Spano's Stock Insights For Today's Market Apr 15, 2023
    Kirk Spano returns to discuss Fed rhetoric and interest rates (3:00) Recent bank earnings, what it means for the financial sector (8:15) Options and retail investing (17:10) Charles Schwab absorbing TD Ameritrade a big deal nobody's talking about (23:40) Charting Bitcoin's course (31:15) Stock-picking strategy - different metrics for different sectors (45:30) and strong energy - and space - stocks (58:31).
    Show Notes:
    Kirk Spano on Seeking Alpha
    Margin of Safety Investing
    Dilution And M&A Coming To Banks
    How To Avoid Losing Money Through The Volatility
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    Bitcoin Outlook With Ryan Wilday (Crypto Waves) Apr 05, 2023

    Ryan Wilday, the founder of Crypto Waves Investing Group, lays out his support and price target for Bitcoin and Ethereum. He provides insight into the trading strategy they use, and touches on the correlation of Ethereum and Bitcoin with alt-coins.
    Relevant Links:

    • Get Your Free 14 Day Trial Of Crypto Waves Here
    • Is Bitcoin Starting To Trend Higher?

    ------
    (00:49) - What is the state of Bitcoin?
    (07:03) - What is the current correlation between Bitcoin and Ethereum?
    (08:39) - Ryan's history of trading cryptocurrencies
    (09:20) - Is this a new bull market for cryptocurrencies?
    (11:49) - What's your take on the US Government going after crypto?
    (14:41) - Advice on a starter position
    (19:46) - Bitcoin's Price Target
    (20:30) - Ethereum's Price Target
    (23:29) - What is the current Elliot Wave Count for Bitcoin?
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
    Julian Lin's Top Tech Picks Apr 04, 2023

    It might surprise investors that tech has been one of the best performing sectors this year. Julian Lin runs Best of Breed Growth Stocks and discusses the tech sector's strong performance (1:40), properly valuing growth stocks (10:00), sector layoffs (14:40), and his top tech picks (25:10).
    Show Notes:
    Julian Lin on Seeking Alpha
    Best of Breed Growth Stocks
    Cannabis Growth Investor
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO

    Kirk Spano: How To Avoid Losing Money Through The Volatility Mar 31, 2023
    Kirk Spano, who runs Margin of Safety Investing, highlights small midcap opportunities, including regional banks.
    • (4:00) - Inflation and its causes
    • (13:40) - Post-petro dollar age will be good for U.S.
    • (17:00) - Looking at regional and large banks
    • (29:00) - Big tech companies set for success
    • (35:00) - REITs and SPACs
    • (42:00) - Bullish on Bitcoin
    Show Notes:
    Kirk Spano on Seeking Alpha
    Margin of Safety Investing
    Seeking Alpha Investing Groups
    Seeking Alpha Premium and PRO
    2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA Mar 29, 2023
    Guest Bio: Zachary Marx is a Chartered Financial Analyst (CFA) that has consulted many institutions across all financial markets. Currently, he is a Sr. Quantitative Analyst at Seeking Alpha. Using quantamental methods, Zach searches for the perfect investing opportunities that are hiding in plain sight.
    Relevant Links:
    • Follow Zachary Marx on Seeking Alpha
    • LICT Corp. - A Shareholder-Friendly Monopoly
    • Nelnet: Transitioning To A Best-In-Class Capital Allocator
    ------
    00:43) - Overall Market Opinion
    (01:55) - Idea Generation Process
    (03:02) - Lict Corporation Pitch
    (11:31) - Nelnet, Inc Pitch
    (18:16) - What should make potential shareholders excited about this stock?
    (26:26) - Outro
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
    3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations Mar 21, 2023

    Long-time analyst David Trainer joins this episode to share his "zombie list" of stocks he deems untouchable, as well as 3 names that are ready for your portfolio.
    -----
    (0:00) - Intro
    (0:41) - David Trainer's background
    (4:30) - The type of investor who connects with David's research
    (5:57) - Will The Fed raise interest rates on Wednesday?
    (7:51) - Thoughts on Crypto
    (10:43) - Are we in a recession?
    (13:11) - How will tighter credit affect the everyday investor?
    (16:04) - What's on the "Zombie Stock List?"
    (17:59) - First stock pick
    (20:19) - Second stock pick
    (21:31) - Are these picks for dividends or capital appreciation?
    (22:31) - Third stock pick
    (25:18) - Why hasn't the stock price of David's 3rd pick not moved since 1994?
    (27:38) - Does David expect interest rate cuts in the near future?
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter Mar 20, 2023

    How did Seeking Alpha author CashFlow Hunter get it right on Silicon Valley Bank (and Silvergate) while almost every other expert got it wrong?

    • Financial industry implosions - what got us here (2:20)
    • Foreseeing the breakdown in Silvergate (SI) and Silicon Valley Bank (SIVB) (6:10)
    • How does banking sector shake out? (17:25)
    • Thoughts on David Tepper reportedly buying bonds of SVB Financial Group (23:40)
    • What's the best way for retail investors to navigate this disruption in the financial system? (28:00)
    • Is Charles Schwab (SCHW) a worthy investment right now? (30:30)
    Show Notes:
    CashFlow Hunter on Seeking Alpha
    December 2022 article on Silicon Valley Bank
    Silicon Valley Bank Fallout: Opportunity In Schwab?
    Seeking Alpha Premium and PRO
    Seeking Alpha Investing Groups
    What Does Bank Stress Mean For REITs With Brad Thomas (iREIT on Alpha) Mar 17, 2023

    Brad Thomas, Founder of iREIT on Alpha, shares insight on what stress in the banking sector means for real estate and REITs. Plus, he gives his selection of which is better, the JEPI ETF or Scwabs's SCHD ETF for investors looking for dividend yield.
    Read Brad's most recent articles
    Sign Up For iREIT On Alpha
    -----
    (00:00) Intro
    (00:49) Brad's Background
    (05:16) Getting started with REIT investing
    (09:24) Stress in the banking sector and what it means for real estate
    (12:10) Biggest takeaway from REIT earnings so far this year
    (15:30) Favorite REIT for this year
    (19:37) JEPI or SCHD ETF insight breakdown
    (23:20) JEPI or SCHD ETF for a new investor?
    (25:32) Outro & Disclosures
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network) Mar 16, 2023

    Beth Kindig and Knox Ridley, from Tech Insider Network, discuss creating a defensive tech portfolio and the hedging strategy of the I/O Fund.
    This special episode is an excerpt from the full webinar that was recorded on March 14th, 2022. You can access the full webinar replay here
    Sign up for Tech Insider Network's newsletter now
    -----
    (0:00) Intro
    (0:34) Beth Speaks on Building A Defensive Tech Portfolio
    (21:25) Knox Speaks on the I/O Fund hedging Strategy
    (37:42)Outro & Disclosures
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    "The US Government Wants To Get Rid of Crypto" With Clem Chambers Mar 07, 2023

    This week we're joined by Seeking Alpha contributor Clem Chambers who says he is looking for Bitcoin to fall under $10,000 (36:00), and that there is quite a simple way to invest according to what his Father(12:33), who was a commodities trader, taught him.
    Read more of Clem's Research Here
    ---------
    (0:00) Intro
    (0:54) Clem Chambers background and studying the markets
    (5:46) How Clem approaches his investments and defining game theory
    (12:33) What sectors and stocks are Clem favoring for this year?
    (20:31) The velocity of the money supply and what it means for the US markets
    (30:25) Diversifying your portfolio of risk
    (36:00) The Hot Take On Bitcoin
    (42:44) Get in contact with Clem
    ---------
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks) Mar 01, 2023

    Austin Hankwitz, from Cash Flow Freaks, joins us for the Hims and Hers earnings recap, the insider look into his public $2 million portfolio initiative, and what his game plan is for the rest of this year is shaping up like.
    Interested In More Cash Flow Freaks Content - Join Here!
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
    **Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

    The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research) Feb 23, 2023

    Eric Basmajian from EPB Macro Research breaks down the state of the economy, housing, employment, production, and more. He also shares some sector/ETF choices for your portfolio in 2023.
    Get The EPB Macro Research Weekly Newsletter
    Check Out More Of The EPB Macro Research Full Service
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

    The AI Revolution With Silicon Valley Veteran Bertrand Seguin (App Economy Portfolio) Feb 16, 2023

    In this episode, we're joined by Bertrand Seguin from App Economy Portfolio to discuss which company he believes is set up better to lead the AI revolution - Microsoft or Google. Plus, we dive into two stocks that he is recommending to his subscribers that he says are a buy at this moment in time. One of which was just unloaded by Berkshire Hathaway.
    Check Out App Economy Portfolio Now!
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

    Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities) Feb 09, 2023

    In this episode, we're joined by Scott Kaufman from High Dividend Opportunities to get the HDO outlook for 2023, and what they think about the JPMorgan Equity Premium Income ETF(JEPI) that has been getting a lot of buzz for its double-digit yield.
    Check Out More High Dividend Opportunities Here!
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

    Post-Earnings Accumulation List With Alex King (Growth Investor Pro) Feb 02, 2023

    In this episode, we're joined by audience favorite marketplace author Alex King from Growth Investor Pro. We dive into his thoughts on some tech and defense stocks that have announced earnings that he holds an accumulate rating on. Not to mention, one of these stocks got destroyed by the market after earnings.
    Also, Alex shares how he invests using fundamentals plus technicals to find entries and exits for his positions.
    Read More of Alex's Research on Growth Investor Pro
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

    Top 10 Stocks For 2023 With Head Of Quant Steven Cress Feb 01, 2023

    Steven Cress, Head of Quantitative Strategy at Seeking Alpha, joins us to share some of his top stocks for 2023. Not only that, but we dive into the Seeking Alpha Quant System to better understand how it works for investors.
    Read the Top 10 Stocks of 2023 article now!
    Follow Steve on Seeking Alpha
    Check out the backtest of the Seeking Alpha Quant System
    ----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

    The TACK ETF and Market Outlook With Katie Stockton And Austin Hankwitz Jan 26, 2023

    Katie Stockton from Fairlead Strategies joins us to give her updated outlook on the S&P500, and what she says investors should expect in the first half of this year. Plus, we deconstruct the TACK ETF, that Fairlead manages, so you can better understand if it is a good fit for your portfolio.
    Get Access To Austin's $2 Million Portfolio Initiative On Cash Flow Freaks - https://bit.ly/cashflowfreaks
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

    The SEC Is Coming For Crypto + Mike Fay's Top Token For 2023 (Blockchain Reaction) Jan 19, 2023

    We're joined by crypto expert Mike Fay from BlockChain Reaction. He shares his take on Bitcoin's recent move, the SEC coming after Genesis and Gemini, FTX's deterioration, and his top token idea for 2023.
    Gain access to Blockchain Reaction now - https://bit.ly/3AfmdBk
    Read Mike Fay's article on Polygon here - https://bit.ly/polyarticleblockchainreaction
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

    Netflix - Are You Still Investing.. With Beth Kindig and Knox Ridley (Tech Insider Network) Jan 11, 2023

    We're joined by Beth Kindig and Knox Ridley from Tech Insider Network to get the rundown on their Netflix position. Plus, we cover their market outlook for 2023, and what to expect from tech this earnings season.
    Join Tech Insider Network - https://bit.ly/techinsidernetwork
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

    Devon Energy and Hims & Hers Health - Raul Shah's Hot Take Jan 05, 2023

    We sit down with Seeking Alpha contributor Raul Shah to discuss why he is a shareholder of Hims & Hers Health (HIMS) and Devon Energy (DVN). The guy knows his stuff!
    Check out Raul Shah's articles on Seeking Alpha - http://bit.ly/3igvmEM
    Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

    Adobe - Creative Paradise Continues and Expands Dec 28, 2022

    We're diving into the world of Adobe and the business segments that make this behemoth thrive. We also share perspectives on the looming Figma acquisition and why it makes sense.
    Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
    Join Bertrand on App Economy Portfolio - https://bit.ly/appeconomyportfolio

    Broadcom - Hello, Free Cash Flow And Patent Control! Dec 21, 2022

    We're unpackaging Broadcom's history and what fuels the massive revenues and free cash flows of this incredible company. The guys also share their thoughts on the potential VMware acquisition and the regulatory hurdles it has to go through.
    Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

    Can Tech Recover? With Alex King From Cestrian Capital Research Dec 14, 2022

    We're joined by Alex King from Cestrian Capital Research who runs the hit Seeking Alpha Marketplace service Growth Investor Pro. We discuss specific tech investment names and if they are recommending them, Open AI's Chat-GPT, and if a recession is coming.
    Check out Growth Investor Pro - http://bit.ly/3W0Is7B
    Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

    Datadog - There's A Lot To Like Here Nov 30, 2022

    Daniel makes the case that Elon Musk listened to his idea for Twitter, Austin asks burning questions about Apple, and Austin and Daniel dig deep into Datadog - a growth company that they say has huge potential.
    Grab your free 14-day trial of Austin's service Cash Flow Freaks - https://bit.ly/cashflowfreaks
    -----
    Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

    Bob Iger Is Back! + Austin Makes The Pitch on Hims and Hers Health (HIMS) Nov 23, 2022

    The mouse house (Disney) has its long-time leader back, Daniel got a hold of FTX's "balance sheet," and Austin is giving the pitch on Hims and Hers stock (HIMS).

    Dick's Sporting Goods Vs. Academy Sports and Outdoors Nov 16, 2022

    We're diving into Dick's Sporting Goods (DKS) vs Academy Sports and Outdoors (ASO). How do the companies match up on fundamentals, debt exposure, footprint space, and technicals? We're breaking it down!

    Have You Seen These Charts?! With Bertrand Seguin (Mega Tech + Disney) Nov 09, 2022

    We're joined by Bertrand Seguin from App Economy Portfolio to recap the state of mega-tech companies + Disney post-earnings season. Plus, we play bullish or bearish on big headlines moving stock prices today.

    Caterpillar, Inc. - Digging For Entry Levels Nov 02, 2022

    We're digging deep into Caterpillar stock. What's to like, what we should worry about, and what levels are appealing for entry or exit of a position.

    SentinelOne, Intel's Mobileye IPO, Exxon Mobil And More - With Special Guest Vladimir Dimitrov Oct 26, 2022

    We're diving into SentielOne, Inc., a well-funded cybersecurity stock Austin says is taking over the mid-market share, plus Vladimir Dimitrov joins us to break down the Intel Mobileye IPO, thoughts on Exxon Mobil and Oracle, and we play bullish or bearish with breaking headlines for the week.

    Paypal vs Block (Square) - Which Is The Better Investment? Oct 19, 2022

    Paypal vs. Block: The showdown on Investing Experts Podcast! We're diving into whether either of these companies are worth your investment right now or whether both are headed for the landfill. Plus Daniel's bringing a surprising headline to the conversation in regards to the founder of Bitcoin.
    Check out Seeking Alpha's Alpha Picks! - https://bit.ly/3K2unS3

    General Electric - The Fall Of A Titan. Can The Spin Offs Save It? Plus Special Guest Eric Basmajian! Oct 12, 2022

    We're breaking down General Electric (the company, management, and the stock,) sharing takes on market headlines in bullish or bearish, and we're joined by Eric Basmajian from EPB Macro Research to discuss economic data and how that is affecting the market.

    3M - A Legendary Stock With Some Short Term Hurdles Oct 05, 2022

    We recap Chris DeMuth Jr.'s excellent Twitter trade from the last episode, play bullish or bearish, dive into what is happening to 3M stock, and catch up with Louis Stevens from Beating The Market to get his take on OKTA stock.

    Micron And Merger Opportunities With Chris DeMuth Jr. Sep 28, 2022

    We do a deep dive into Micron stock and whether now could be a good time to start a position. Also, Chris DeMuth Jr. joins us to dive into Apple, Disney, and more!

    Boeing - You Are Now Free To Roam About The Cabin Sep 21, 2022

    We dive into a beaten-up stock that has been a staple of the American economy for over a century.

    Dutch Bros - Austin Hankwitz Pitches Why He's In It Sep 14, 2022

    In this episode. we're analyzing a best-in-class stock that Daniel has towards the top 10 of his watchlist, and Austin is pitching his take on a stock competing against Starbucks! Oh, and did we mention.. Mike Saul is back!

    Apple - Far Out From The Best Dividend Play With Special Guest Scott Kaufman Sep 07, 2022

    We're discussing Apple before the "Far Out" event, analyzing a stock in the battery creation space, and we are joined by Scott Kaufman from High Dividend Opportunities to get his insights on safe dividend stocks.

    Meta - With Special Guest Mike Saul! Aug 31, 2022

    We're breaking down your stock requests from last week! Coca-Cola, Meta, Futu Holdings, and more. Not to mention we take a look at the past as to what has happened with Disney's stock price since episode 5.

    Missing The Star Bulk Carriers Boat + Crypto Dive With Mike Fay Aug 24, 2022

    We're breaking down Star Bulk Carriers Corp. (SBLK) - a stock pick selected by our audience last week, and we're joined by Mike Fay from Blockchain Reaction to get some answers on what is happening to the crypto space.
    Connect with Mike Fay on Blockchain Reaction - https://bit.ly/3AfmdBk
    Get Started With Seeking Alpha Premium Today - https://bit.ly/3uX5TDY

    Disney - Plus Quality REITs With Brad Thomas! Aug 17, 2022

    We're diving deep into Disney stock and sharing what to watch for in the year ahead for the company + share price. We're also joined by Brad Thomas, from iREIT on Alpha, to discuss everything about investing in the REIT sector right now.

    To Be Bullish On Oil, Or Not Be Bullish On Oil? That Is The Question With Michael Boyd Aug 03, 2022

    We cover even more notable earnings during this earnings season, share thoughts on Uber's latest report, and are joined by Michael Boyd from Energy Investing Authority to ask him: where is energy going from here?

    The 3 Big Mobile Carriers (TMUS, VZ, and T) Jul 27, 2022

    We dig into Tesla earnings, the 3 big mobile carriers (Verizon, AT&T, and T-Mobile,) and share our thoughts on Meta, Apple, Real Estate volume vs price, and more!

    The Tech Sector Breakdown With Bertrand Seguin Jul 20, 2022

    We're breaking down notable earnings, discussing consumer spending, and special guest Bertrand Seguin joins us to discuss his focus on the tech sector in this market environment.
    More from Seeking Alpha: https://bit.ly/3HksZJj
    Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY

    What The Macro Economic Indicators Are Telling Investors With Eric Basmajian Jul 13, 2022

    We're breaking down an advantage Alphabet has, discussing whether a recession can happen with a strong job market, and will be joined by special guest Eric Basmajian from EPB Macro Research to discuss macroeconomic conditions.

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