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Start / Investing Experts
Investing Experts
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
254 avsnitt • Längd: 35 min • Veckovis: Onsdag
Om podden
Seeking Alpha’s deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
The podcast Investing Experts is created by Seeking Alpha. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
Avsnitt
Baby bonds, preferreds, and helping investors afford retirement
25 mars 2025 |
40 min
Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20)
Show Notes:
The Biggest Retirement Regrets And How To Avoid Them
How I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields)
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
The Biggest Retirement Regrets And How To Avoid Them
How I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields)
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Managing risk through market badness with Rob Isbitts
19 mars 2025 |
40 min
How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45).
Show Notes:
The Dog Collar portfolio
Markets And Dividend Investing Are Evolving - How To Take Advantage
Sungarden YARP Portfolio
Read our transcripts
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Show Notes:
The Dog Collar portfolio
Markets And Dividend Investing Are Evolving - How To Take Advantage
Sungarden YARP Portfolio
Read our transcripts
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Nvidia and the Super Bowl of AI
18 mars 2025 |
6 min
Breaking down Nvidia stock given this week's much anticipated GTC event. Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI’s transformative impact on technology and computing (2:25).
Show Notes
Semiconductor stocks sink ahead of Nvidia GTC
Is The Force Still Strong With Nvidia?
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Show Notes
Semiconductor stocks sink ahead of Nvidia GTC
Is The Force Still Strong With Nvidia?
Read our transcripts
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Alt season may not happen; long-term Bitcoin bullishness
13 mars 2025 |
28 min
With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45).
Show Notes
Crypto stocks extend swoon as bitcoin drops below $80K, ether under $2K
Will Crypto Cream Rise To The Top?
MicroStrategy's 'Infinite Money Glitch'
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Show Notes
Crypto stocks extend swoon as bitcoin drops below $80K, ether under $2K
Will Crypto Cream Rise To The Top?
MicroStrategy's 'Infinite Money Glitch'
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Navigating market turbulence with Steven Cress' barbell approach
9 mars 2025 |
24 min
Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The Stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18)
Show Notes
Brace For Turbulence
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Show Notes
Brace For Turbulence
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Bitcoin: Don't panic sell
6 mars 2025 |
22 min
Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months.
Show Notes:
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
SPY, QQQ, And Bitcoin
Bitcoin Vs. Gold: What Investors Should Know
Keep Calm And Buy Bitcoin
Wall Street Breakfast
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Show Notes:
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
SPY, QQQ, And Bitcoin
Bitcoin Vs. Gold: What Investors Should Know
Keep Calm And Buy Bitcoin
Wall Street Breakfast
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Buying the dip (with these 6 stocks) during market uncertainty
2 mars 2025 |
27 min
Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00). Contextualizing recent drops in Steve's top 2025 picks (23:05). This is an excerpt from a recent webinar.
Show Notes:
Alpha Picks
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Show Notes:
Alpha Picks
Read our episode transcripts
Atai: Following the path that Spravato laid and moving beyond it
27 februari 2025 |
33 min
Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences, a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30:40).
Show Notes:
Psychedelic Stocks: Focus On Their Cash
Deep Dive: Atai Life Sciences
FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
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Show Notes:
Psychedelic Stocks: Focus On Their Cash
Deep Dive: Atai Life Sciences
FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
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Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities
25 februari 2025 |
25 min
Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00).
Show Notes:
Meb Faber Research
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
YouTube interview
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Show Notes:
Meb Faber Research
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
YouTube interview
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SPY, QQQ and Bitcoin
21 februari 2025 |
31 min
The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30).
Show Notes:
ETFs Have Come A Long Way
Smart Money Club
Smart Money with Kai
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Show Notes:
ETFs Have Come A Long Way
Smart Money Club
Smart Money with Kai
Read our episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Forget the price of a stock. What is it worth?
18 februari 2025 |
21 min
Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40).
Show Notes:
Hims & Hers Health: A Lesson In Psychology
Talkspace: A Growth Story
Ispire: Underfollowed, Undercovered, And Undiscovered Gem
Bank7: A Growth Bank Stock
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Show Notes:
Hims & Hers Health: A Lesson In Psychology
Talkspace: A Growth Story
Ispire: Underfollowed, Undercovered, And Undiscovered Gem
Bank7: A Growth Bank Stock
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DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps
13 februari 2025 |
30 min
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30).
Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite
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Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite
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Hedging QQQ with Growth Investor Pro
12 februari 2025 |
18 min
Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides.
Show Notes:
Growth Investor Pro
Predictive Analytic Models by Robert P. Balan
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Show Notes:
Growth Investor Pro
Predictive Analytic Models by Robert P. Balan
Read episode transcripts
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Shorting Palantir: valuation matters
5 februari 2025 |
31 min
According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).
Subscribe to Julian's Best of Breed Growth Stocks
Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right
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Subscribe to Julian's Best of Breed Growth Stocks
Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right
Read our transcripts
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Claudia Sahm on U.S. economic effects - the details matter
4 februari 2025 |
34 min
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).
Subscribe to Sungarden YARP Portfolio
Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'
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Subscribe to Sungarden YARP Portfolio
Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'
Read our transcripts
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Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.
30 januari 2025 |
29 min
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar.
Show Notes:
Sifting The World
Capital One, Discover Financial upgraded to Buy
Arbutus expects to significantly reduce its net cash burn in 2025
Burford Capital virtual analyst report
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Show Notes:
Sifting The World
Capital One, Discover Financial upgraded to Buy
Arbutus expects to significantly reduce its net cash burn in 2025
Burford Capital virtual analyst report
Read our transcripts
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Steven Cress' top 10 dividend stocks for 2025
29 januari 2025 |
25 min
Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30).
Show Notes:
Top Dividend Stocks For 2025
Read our transcripts
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Show Notes:
Top Dividend Stocks For 2025
Read our transcripts
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Grant Cardone on real estate, private equity and bitcoin
28 januari 2025 |
35 min
Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20.
Subscribe to Sungarden YARP Portfolio
Show Notes:
The 10X Rule Book
The democratization of investment research and the informativeness of retail investor trading
Trump-tied crypto project buys over $100M in ether, other tokens
Busting Today's Market Myths
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Subscribe to Sungarden YARP Portfolio
Show Notes:
The 10X Rule Book
The democratization of investment research and the informativeness of retail investor trading
Trump-tied crypto project buys over $100M in ether, other tokens
Busting Today's Market Myths
Read our transcripts
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Liquidity up, markets up; liquidity down, markets down
27 januari 2025 |
47 min
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15).
Subscribe to Kirk's Margin of Safety Investing
Show Notes:
President Trump Inherits A Good Economy At Risk And A Big Debt
I'm Selling Stocks Hand Over Fist
Pfizer: One Of The Next Big AI Winners
AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano
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Subscribe to Kirk's Margin of Safety Investing
Show Notes:
President Trump Inherits A Good Economy At Risk And A Big Debt
I'm Selling Stocks Hand Over Fist
Pfizer: One Of The Next Big AI Winners
AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano
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ETFs have come a long way
24 januari 2025 |
22 min
Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive index, fund holdings, monitoring new IPOs (9:10). Trump's interest in tech and the quantum race (10:40). MicroStrategy as a crypto shell; volatility makes sense (11:30). Dividends, options and who should be buying ETFs (14:15). QTUM risks and advantages (17:00).
Show Notes:
Trump revokes Biden's orders on AI policies, to set up AI Action Plan
Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang
Defiance ETFs
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Show Notes:
Trump revokes Biden's orders on AI policies, to set up AI Action Plan
Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang
Defiance ETFs
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All the alpha is gone except for AI - Matthew Tuttle
22 januari 2025 |
31 min
Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30).
Show Notes:
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
The New Trading Frontier: How AI Keeps You One Step Ahead
The Key To Investing Success Is Being Wrong A Lot
Tuttle Capital Management
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Show Notes:
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
The New Trading Frontier: How AI Keeps You One Step Ahead
The Key To Investing Success Is Being Wrong A Lot
Tuttle Capital Management
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Steven Cress' top 2025 stocks
15 januari 2025 |
13 min
Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the full video here with slides.
Show Notes:
Top 10 Stocks For 2025
The Top AI Stocks For 2025
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Show Notes:
Top 10 Stocks For 2025
The Top AI Stocks For 2025
Read the transcripts
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Eagle Point Credit CEO Tom Majewski on funds and income
14 januari 2025 |
41 min
Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20).
Show Notes:
Eagle Point Credit 2024 Q3 Earnings Call Presentation
Steven Bavaria Takes Investors Inside The Income Factory
2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom Majewski
Trinity Capital: An Asset Manager In BDC Clothing
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Show Notes:
Eagle Point Credit 2024 Q3 Earnings Call Presentation
Steven Bavaria Takes Investors Inside The Income Factory
2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom Majewski
Trinity Capital: An Asset Manager In BDC Clothing
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Charting the course in shipping with J Mintzmyer
9 januari 2025 |
41 min
Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides.
Show Notes:
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
Dry Bulk Market Update: Star Bulk Carriers Interview
J Mintzmyer's Note Of Caution On Shipping
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Show Notes:
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
Dry Bulk Market Update: Star Bulk Carriers Interview
J Mintzmyer's Note Of Caution On Shipping
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Pfizer: one of the next big AI winners
30 december 2024 |
8 min
Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode.
Show Notes:
Pfizer Virtual Analyst Report
Margin of Safety Investing Group
Biotech Buying Opportunities; AI Pharma Revolution With Bhavneesh Sharma
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Show Notes:
Pfizer Virtual Analyst Report
Margin of Safety Investing Group
Biotech Buying Opportunities; AI Pharma Revolution With Bhavneesh Sharma
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Dividend investing by hand with Brian Bollinger and Rob Isbitts
26 december 2024 |
41 min
Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's, Walgreens and trusting what management says about dividend plans (23:00). Lowe's classic setup (28:20). Staying committed to a dividend portfolio (35:40).
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Show Notes:
Markets And Dividend Investing Are Evolving - How To Take Advantage
Launching Sungarden YARP Portfolio: Doing Dividends Differently
Verizon: Rumors Of Its Death Greatly Exaggerated
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Subscribe to Sungarden YARP Portfolio
Show Notes:
Markets And Dividend Investing Are Evolving - How To Take Advantage
Launching Sungarden YARP Portfolio: Doing Dividends Differently
Verizon: Rumors Of Its Death Greatly Exaggerated
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Whitestone REIT: retail has finally right sized
23 december 2024 |
31 min
Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (16:50). Strategizing for 2025 (19:05). The right REIT Metrics (23:00).
Show Notes:
Federal Reserve sees fewer rate cuts in 2025 with dot plot revised up
Black Friday And The American Consumer
Whitestone REIT
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Show Notes:
Federal Reserve sees fewer rate cuts in 2025 with dot plot revised up
Black Friday And The American Consumer
Whitestone REIT
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Kirk Spano on bitcoin, options selling and a choppy 2025
18 december 2024 |
51 min
Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15).
Kirk's Margin of Safety Investing
Show Notes:
Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
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Kirk's Margin of Safety Investing
Show Notes:
Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
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How Steven Cress' top 10 2024 picks have fared
17 december 2024 |
30 min
2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).
Show Notes:
Top 10 Stocks For 2024
Top 10 Quant Stocks Of 2024: Up Over 120%
AppLovin quant ratings
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Show Notes:
Top 10 Stocks For 2024
Top 10 Quant Stocks Of 2024: Up Over 120%
AppLovin quant ratings
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Tarsus Pharmaceuticals & SpringWorks Therapeutics: Jonathan Faison's top 2 picks
15 december 2024 |
7 min
Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode.
Show Notes:
Biotech's Hidden Gems: Smart Strategies For A Challenging Market
SpringWorks Therapeutics Q3 2024 Earnings Call Transcript
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Show Notes:
Biotech's Hidden Gems: Smart Strategies For A Challenging Market
SpringWorks Therapeutics Q3 2024 Earnings Call Transcript
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Cineverse: an incredible micro-cap setup
11 december 2024 |
8 min
Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.
Subscribe to Courage & Conviction Investing's Second Wind Capital
Show Notes:
Cineverse Q3 2024 Earnings Call Transcript
Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots
Cineverse Virtual Analyst Report
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Subscribe to Courage & Conviction Investing's Second Wind Capital
Show Notes:
Cineverse Q3 2024 Earnings Call Transcript
Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots
Cineverse Virtual Analyst Report
Read the transcript
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Passive investing in Ireland, the ETF capital of Europe
5 december 2024 |
32 min
Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20).
Read our transcripts
Show Notes:
Malone Financial
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Show Notes:
Malone Financial
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Should your long-term goal be to live off dividends?
3 december 2024 |
16 min
Dividend investing comes in many forms. Why Dividenology focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11:50).
Show Notes:
Dividend Investing: Let Compounding Do Its Thing
Not All Dividend ETFs Are Created Equal
Dividenology on YouTube
Read the transcript
Last chance to get 20% off Seeking Alpha today!
Show Notes:
Dividend Investing: Let Compounding Do Its Thing
Not All Dividend ETFs Are Created Equal
Dividenology on YouTube
Read the transcript
Last chance to get 20% off Seeking Alpha today!
Trinity Capital: An asset manager in BDC clothing
26 november 2024 |
26 min
Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15).
Show Notes:
Trinity Q3 2024 earnings call transcript
Fed sees gradual rate cuts
Trinity Capital announces stock repurchase program
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Black Friday sale: 20% off all of Seeking Alpha!
Show Notes:
Trinity Q3 2024 earnings call transcript
Fed sees gradual rate cuts
Trinity Capital announces stock repurchase program
Read the transcript
Black Friday sale: 20% off all of Seeking Alpha!
Finding winners in biotech, probably the riskiest sector
25 november 2024 |
33 min
Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15).
Show Notes:
ROTY Biotech Community
Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable?
Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround
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Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Show Notes:
ROTY Biotech Community
Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable?
Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround
Read the transcripts
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
The art of being a contrarian with Courage & Conviction Investing
21 november 2024 |
49 min
Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.
Subscribe to Second Wind Capital
Show Notes:
Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note
CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative
Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group
BuzzFeed, Inc.: The Elephant In The Room Can Pirouette
Read the transcript
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Subscribe to Second Wind Capital
Show Notes:
Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note
CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative
Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group
BuzzFeed, Inc.: The Elephant In The Room Can Pirouette
Read the transcript
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Taking note of market patterns
20 november 2024 |
29 min
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
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Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
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
18 november 2024 |
17 min
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!
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
14 november 2024 |
32 min
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
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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
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Short + long strategies and what alpha's really all about
13 november 2024 |
22 min
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
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Show Notes:
Revisiting Illumina
NWTN Inc.: The Perfect Fundamental Short
CuriosityStream: Too Cheap To Ignore
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Dividend investing: let compounding do its thing
12 november 2024 |
14 min
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).
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Ryne Williams' YouTube channel
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Ryne Williams' YouTube channel
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Stock pickers, know when you're going to sell
7 november 2024 |
37 min
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
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Show Notes:
If You Can Predict Cash Flow You Can Predict Stock Price
Quant Ratings & Factor Grades
Alpha Picks
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From growth to value: building a portfolio with Brett Ashcroft Green
6 november 2024 |
33 min
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
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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
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This is about business cycles, not who's going to be president
4 november 2024 |
30 min
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
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Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way
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Bitcoin vs. gold: what investors should know
3 november 2024 |
26 min
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?
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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?
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Energy additions, not transitions and navigating a Trump or Harris Win
2 november 2024 |
33 min
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
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Show Notes:
Coterra Energy's Careful Growth
Why APA Corporation Stock Is A Bargain Now
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Tech stocks: staying ahead of the curve
31 oktober 2024 |
38 min
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
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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
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AI, data centers and energy demand
30 oktober 2024 |
33 min
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
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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
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Will war trigger a bear market and spike in oil?
21 oktober 2024 |
57 min
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
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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
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Banks, thrifts and takeover candidates
17 oktober 2024 |
8 min
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!
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Find out more about Sifting the World
Read the transcript!
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REITs: very bond-like
15 oktober 2024 |
34 min
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
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Show Notes:
3 Small Cap REITs That Are Hard To Beat
REITs Are A Deep Value Opportunity
iREIT + HOYA
Read the transcript!
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6 fundamentally strong beaten-up stocks with Steven Cress
7 oktober 2024 |
47 min
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
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Episode transcripts
Show Notes:
6 Beaten Down Stocks Rated Buy
Quant Ratings & Factor Grades FAQ
Alpha Picks
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Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma
6 oktober 2024 |
51 min
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
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Episode transcripts
Show Notes:
The Role Of AI In Pharmaceuticals
Kirk Spano's Margin of Safety Investing
Bhavneesh Sharma's Vasuda Healthcare Analytics
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Disruptions and delays usually bullish for shipping rates - J Mintzmyer
30 september 2024 |
31 min
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
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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
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Get your winners to pay for your losers with Chris DeMuth and Kirk Spano
25 september 2024 |
42 min
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
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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
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'We're pretty cheap at the moment' - Cybin CEO Doug Drysdale
19 september 2024 |
34 min
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
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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
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Where energy and tech meet; oil & gas fundamentals with Jennifer Warren
16 september 2024 |
43 min
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
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
12 september 2024 |
21 min
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
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
11 september 2024 |
44 min
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
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
6 september 2024 |
22 min
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
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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
29 augusti 2024 |
39 min
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
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
27 augusti 2024 |
36 min
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
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
19 augusti 2024 |
37 min
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
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
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Psychedelic stocks: focus on their cash
15 augusti 2024 |
37 min
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
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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?
14 augusti 2024 |
37 min
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
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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
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Keep calm and buy bitcoin
11 augusti 2024 |
38 min
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
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?
7 augusti 2024 |
33 min
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
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
6 augusti 2024 |
29 min
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
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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
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Be slower to sell your winners and quicker to sell your losers - Logan Kane
31 juli 2024 |
27 min
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
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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
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Tech bull market just getting started - Dan Ives
30 juli 2024 |
35 min
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
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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
23 juli 2024 |
38 min
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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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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper
22 juli 2024 |
32 min
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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities
15 juli 2024 |
33 min
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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Read the transcript
Show Notes:
Is The JEPI ETF Actually Worth It?
Beyond Saving
Rida Morwa
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Top 10 stocks 2nd half 2024 with Steven Cress
11 juli 2024 |
54 min
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.
Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.
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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Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in
10 juli 2024 |
34 min
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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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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steven Bavaria takes investors inside the income factory
3 juli 2024 |
37 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Date your stocks, don't marry them - Jonah Lupton
1 juli 2024 |
45 min
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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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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
3 best summer travel stocks with Steven Cress
30 juni 2024 |
32 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.
27 juni 2024 |
46 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
REITs are a deep value opportunity - Hoya Capital
26 juni 2024 |
23 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024
24 juni 2024 |
31 min
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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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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Market anxiety, risk repricing and holding cash
24 juni 2024 |
8 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Nvidia as religion and why we're due for a substantial correction
23 juni 2024 |
7 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress
13 juni 2024 |
36 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
10 juni 2024 |
40 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday
4 juni 2024 |
36 min
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!)
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
30 maj 2024 |
9 min
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!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
Top quant stocks across 11 market sectors with Steven Cress
29 maj 2024 |
38 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
Event-driven strategies, commodities, and writing options with Asif Suria
28 maj 2024 |
38 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
Psychedelics closer to commercialization; Compass far and away the leader
23 maj 2024 |
14 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
22 maj 2024 |
32 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
J Mintzmyer's note of caution on shipping
21 maj 2024 |
31 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
20 maj 2024 |
55 min
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!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
15 maj 2024 |
36 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
10 maj 2024 |
37 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
Nvidia and tech stock paradoxes with Joe Albano
2 maj 2024 |
12 min
Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.
Subscribe to Joe's Tech Cache
Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia earnings grades and estimates
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Subscribe to Joe's Tech Cache
Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia earnings grades and estimates
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
26 april 2024 |
43 min
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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Show Notes:
EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
Sungarden Investment Publishing
Upside/Downside Tug Of War
Brown & Brown: Underwriting Strong Returns For Shareholders
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Reddit - Julian Lin's top conviction idea
25 april 2024 |
32 min
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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Julian's Best of Breed Growth Stocks
Show Notes:
Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT
Julian Lin On Palantir, Google, Meta And Apple
Reddit coverage
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Equity investing is about the way things are, not the way things should be
22 april 2024 |
34 min
Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).
Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Magnificent 5 or 7? Earnings preview with Steven Cress
21 april 2024 |
44 min
Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).
Show Notes:
Magnificent 7: Earnings Preview (SA Quant)
Toyota Trumps Tesla
Wall Street Brunch: Megacaps Highlight Big Earnings Week
Top 10 Stocks For 2024
2023: META Could See Another 70% Downside
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Magnificent 7: Earnings Preview (SA Quant)
Toyota Trumps Tesla
Wall Street Brunch: Megacaps Highlight Big Earnings Week
Top 10 Stocks For 2024
2023: META Could See Another 70% Downside
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Buying to the bottom in gold & silver with Don Durrett
18 april 2024 |
38 min
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).
Subscribe to Don's Gold & Silver Mining Ideas
Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Subscribe to Don's Gold & Silver Mining Ideas
Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
AI tiers and taking profits in tech with Joe Albano, Tech Cache
15 april 2024 |
42 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
4 april 2024 |
19 min
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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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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
CashFlow Hunter on pair trading, 3M and Iris Energy
28 mars 2024 |
45 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Upside/downside tug of war
27 mars 2024 |
37 min
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
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
20 mars 2024 |
28 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
Understanding bull and bear market cycles with Jon Wolfenbarger
13 mars 2024 |
51 min
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
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
8 mars 2024 |
17 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Small cap nuance with Courage & Conviction Investing
4 mars 2024 |
50 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Yimin Xu on bond market equilibrium and deciphering Fed rationale
29 februari 2024 |
34 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
28 februari 2024 |
37 min
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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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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Don't rely on past performance
26 februari 2024 |
36 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
If you can predict cash flow you can predict stock price - Austin Hankwitz
22 februari 2024 |
28 min
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
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Rich Habits Podcast
Austin Hankwitz Twitter
Letting winners run - Steven Cress on Alpha Picks' outperformance
16 februari 2024 |
26 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Should we trust economic data? With Danielle DiMartino Booth
14 februari 2024 |
26 min
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
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Danielle DiMartino Booth on Twitter
QI Research
Super Bowl streaming, Disney deep dive and why numbers don't lie
13 februari 2024 |
54 min
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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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
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 on Red Sea disruptions and 2 key shipping segments
6 februari 2024 |
42 min
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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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
31 januari 2024 |
19 min
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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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
29 januari 2024 |
45 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Biotech and pharma diversification pays off
25 januari 2024 |
44 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
JD Henning cautious about 2024, an unusual year for market considerations
17 januari 2024 |
36 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
KCI Research on REITs, dividends and contrarian investing
11 januari 2024 |
44 min
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
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
9 januari 2024 |
23 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
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 crash, market sentiment and why he really likes metals
1 januari 2024 |
8 min
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
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
28 december 2023 |
8 min
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
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
26 december 2023 |
13 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Using technicals to assess market risk with Rob Isbitts
21 december 2023 |
43 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn
20 december 2023 |
60 min
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
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
17 december 2023 |
11 min
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
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?
7 december 2023 |
29 min
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
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
6 december 2023 |
41 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Not a bubble! Julian Lin on tech's profitability and reasonable valuations
30 november 2023 |
39 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
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: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs
27 november 2023 |
11 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Portfolio construction, options and covered call ETF vulnerability
21 november 2023 |
29 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
CPI disappointment, cooling economy, recession ahead? With Mott Capital
16 november 2023 |
25 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Streaming reality vs fantasy with Dan Rayburn
14 november 2023 |
55 min
"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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Michael Gayed on credit event phases and the Fed's unprecedented moves
13 november 2023 |
31 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Chance for a market dip in early 2024 - Chaim Siegel
9 november 2023 |
30 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Reading Wall Street research like a pro with Steven Cress
1 november 2023 |
20 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes
Top Defensive Stocks For Turbulent Times
The New Flight To Safety Trade: Gold, Oil, And Defensive Stocks
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
Brad Thomas laser focused on earnings and REITs
31 oktober 2023 |
17 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
U.S. oil & gas is a good bet - Jennifer Warren
26 oktober 2023 |
21 min
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
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
24 oktober 2023 |
16 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
High moat companies and Mexico's long-term story with Ian Bezek
19 oktober 2023 |
18 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Reasons to be cautiously optimistic about cannabis
16 oktober 2023 |
19 min
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter
9 oktober 2023 |
7 min
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
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
5 oktober 2023 |
20 min
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
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
3 oktober 2023 |
40 min
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.
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
2 oktober 2023 |
43 min
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.
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
28 september 2023 |
37 min
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.
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
27 september 2023 |
46 min
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.
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
21 september 2023 |
26 min
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).
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
13 september 2023 |
22 min
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.
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)
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
12 september 2023 |
44 min
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)
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
11 september 2023 |
23 min
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)
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
6 september 2023 |
20 min
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)
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
28 augusti 2023 |
46 min
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)
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
23 augusti 2023 |
18 min
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)
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?
22 augusti 2023 |
19 min
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)
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
22 augusti 2023 |
41 min
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)
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
21 augusti 2023 |
35 min
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
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
17 augusti 2023 |
50 min
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)
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
17 augusti 2023 |
25 min
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)
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
16 augusti 2023 |
48 min
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)
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
15 augusti 2023 |
22 min
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)
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
13 augusti 2023 |
5 min
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
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
10 augusti 2023 |
19 min
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
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
8 augusti 2023 |
37 min
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
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
3 augusti 2023 |
11 min
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.
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)
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
2 augusti 2023 |
8 min
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
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
28 juli 2023 |
33 min
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
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
27 juli 2023 |
41 min
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
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)
25 juli 2023 |
48 min
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
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
24 juli 2023 |
58 min
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
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
20 juli 2023 |
45 min
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.
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
- (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
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
18 juli 2023 |
56 min
Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.
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?
- (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
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
13 juli 2023 |
37 min
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
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?
12 juli 2023 |
21 min
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.
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
- (0:30) - Tesla's charging network evolution - net benefit not clear
- (10:50) - Self-driving cars, robotaxis and Tesla's competitive advantage
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
10 juli 2023 |
14 min
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.
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
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
6 juli 2023 |
14 min
This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.
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
- (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
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
6 juli 2023 |
48 min
Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The 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
- (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?
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
5 juli 2023 |
54 min
Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.
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
- (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
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
3 juli 2023 |
41 min
David Trainer discusses sectors, stocks and investing strategies.
3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
- (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
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
29 juni 2023 |
28 min
Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.
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
- (2:40) AI, large language models and commercial implications for big tech
- (12:40) Is Nvidia in a class of its own?
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
28 juni 2023 |
46 min
Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).
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
- (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
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
27 juni 2023 |
62 min
Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.
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
- (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?
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
26 juni 2023 |
20 min
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
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
26 juni 2023 |
55 min
Brad Thomas talks to Kirk Spano about REITs and real estate investing.
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
- (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
22 juni 2023 |
73 min
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
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
21 juni 2023 |
57 min
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
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
20 juni 2023 |
30 min
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
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
13 juni 2023 |
40 min
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.
Investing Expert episodes with transcripts on Seeking Alpha
Take full advantage of Seeking Alpha's features with a Premium subscription.
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
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
12 juni 2023 |
16 min
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
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
7 juni 2023 |
77 min
An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.
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
- (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.
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
6 juni 2023 |
40 min
The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.
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
- (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
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
26 maj 2023 |
31 min
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.
(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
23 maj 2023 |
64 min
Kirk Spano and CashFlow Hunter return to discuss:
All Investing Expert episodes - with transcripts on Seeking Alpha
- (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
All Investing Expert episodes - with transcripts on Seeking Alpha
Volatility Will Continue - Lithium Investing With Green Growth Giants' Owen Clendenin
21 maj 2023 |
13 min
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
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)
18 maj 2023 |
20 min
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?
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
17 maj 2023 |
55 min
The Pragmatic Investor's James Foord and The Portfolio Architect's Lawrence Fuller discuss current Fed policy, inflation outlook and recession potential.
Show Links:
Subscribe To The Pragmatic Investor
Subscribe to The Portfolio Architect
Investing Experts with Transcripts
The Pragmatic Investor Podcast
- 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)
16 maj 2023 |
29 min
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
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)
12 maj 2023 |
21 min
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.
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)
11 maj 2023 |
30 min
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?
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
10 maj 2023 |
23 min
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.
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
- 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)
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
8 maj 2023 |
15 min
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
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)
5 maj 2023 |
32 min
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
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)
3 maj 2023 |
37 min
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.**
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
2 maj 2023 |
58 min
Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.
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
- 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)
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
1 maj 2023 |
41 min
CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss:
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
- 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
27 april 2023 |
48 min
- 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)
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)
25 april 2023 |
26 min
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.**
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
21 april 2023 |
26 min
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
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
15 april 2023 |
69 min
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
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)
5 april 2023 |
26 min
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:
------
(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.**
Relevant Links:
------
(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
4 april 2023 |
47 min
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
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
31 mars 2023 |
70 min
Kirk Spano, who runs Margin of Safety Investing, highlights small midcap opportunities, including regional banks.
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
- (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
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
29 mars 2023 |
27 min
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:
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.**
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
21 mars 2023 |
30 min
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.**
-----
(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
20 mars 2023 |
54 min
How did Seeking Alpha author CashFlow Hunter get it right on Silicon Valley Bank (and Silvergate) while almost every other expert got it wrong?
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
- 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)
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)
17 mars 2023 |
27 min
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.**
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)
16 mars 2023 |
38 min
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.**
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
7 mars 2023 |
46 min
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.**
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)
1 mars 2023 |
42 min
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.**
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)
23 februari 2023 |
45 min
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.
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)
16 februari 2023 |
49 min
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.
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)
9 februari 2023 |
32 min
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.
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)
2 februari 2023 |
40 min
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.
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
1 februari 2023 |
26 min
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.
Read the Top 10 Stocks of 2023 article now!
Follow Steve on Seeking Alpha
Check out the backtest of the Seeking Alpha Quant System
----
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The TACK ETF and Market Outlook With Katie Stockton And Austin Hankwitz
26 januari 2023 |
40 min
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
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)
19 januari 2023 |
34 min
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
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ
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Read Mike Fay's article on Polygon here - https://bit.ly/polyarticleblockchainreaction
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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)
11 januari 2023 |
41 min
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
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ
Join Tech Insider Network - https://bit.ly/techinsidernetwork
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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
5 januari 2023 |
60 min
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
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
28 december 2022 |
58 min
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
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!
21 december 2022 |
63 min
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
Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
Can Tech Recover? With Alex King From Cestrian Capital Research
14 december 2022 |
64 min
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
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ
Check out Growth Investor Pro - http://bit.ly/3W0Is7B
Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
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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
30 november 2022 |
60 min
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
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ
Grab your free 14-day trial of Austin's service Cash Flow Freaks - https://bit.ly/cashflowfreaks
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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)
23 november 2022 |
53 min
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
16 november 2022 |
66 min
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)
9 november 2022 |
69 min
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
2 november 2022 |
60 min
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
26 oktober 2022 |
66 min
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?
19 oktober 2022 |
66 min
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
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!
12 oktober 2022 |
62 min
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
5 oktober 2022 |
65 min
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.
28 september 2022 |
62 min
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
21 september 2022 |
65 min
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
14 september 2022 |
68 min
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
7 september 2022 |
60 min
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!
31 augusti 2022 |
71 min
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
24 augusti 2022 |
63 min
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
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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!
17 augusti 2022 |
67 min
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
3 augusti 2022 |
56 min
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)
27 juli 2022 |
53 min
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
20 juli 2022 |
57 min
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
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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
13 juli 2022 |
55 min
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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En liten tjänst av I'm With Friends. Finns även på engelska.