Filtrar por género
Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.
Transcripts: seekingalpha.com/author/investing-experts-podcast
- 158 - Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).
Show Notes:
EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
Sungarden Investment Publishing
Upside/Downside Tug Of War
Brown & Brown: Underwriting Strong Returns For Shareholders
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsFri, 26 Apr 2024 - 157 - Reddit - Julian Lin's top conviction idea
Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).
Julian's Best of Breed Growth Stocks
Show Notes:
Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT
Julian Lin On Palantir, Google, Meta And Apple
Reddit coverage
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsThu, 25 Apr 2024 - 156 - Equity investing is about the way things are, not the way things should be
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/subscriptionsMon, 22 Apr 2024 - 155 - Magnificent 5 or 7? Earnings preview with Steven Cress
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/subscriptionsSun, 21 Apr 2024 - 154 - Buying to the bottom in gold & silver with Don Durrett
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/subscriptionsThu, 18 Apr 2024 - 153 - AI tiers and taking profits in tech with Joe Albano, Tech Cache
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/subscriptionsMon, 15 Apr 2024 - 152 - Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsThu, 04 Apr 2024 - 151 - CashFlow Hunter on pair trading, 3M and Iris Energy
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/subscriptionsThu, 28 Mar 2024 - 150 - Upside/downside tug of war
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/subscriptionsWed, 27 Mar 2024 - 149 - Jared Dillian on market sentiment and private equity's big bubble
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/subscriptionsWed, 20 Mar 2024 - 148 - Understanding bull and bear market cycles with Jon Wolfenbarger
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/subscriptionsWed, 13 Mar 2024 - 147 - S&P 500: 6,000 by end of 2024 - Sanjeev Sharma
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/subscriptionsFri, 08 Mar 2024 - 146 - Small cap nuance with Courage & Conviction Investing
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/subscriptionsMon, 04 Mar 2024 - 145 - Yimin Xu on bond market equilibrium and deciphering Fed rationale
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/subscriptionsThu, 29 Feb 2024 - 144 - David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsWed, 28 Feb 2024 - 143 - Don't rely on past performance
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/subscriptionsMon, 26 Feb 2024 - 142 - If you can predict cash flow you can predict stock price - Austin Hankwitz
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
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 TwitterThu, 22 Feb 2024 - 141 - Letting winners run - Steven Cress on Alpha Picks' outperformance
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/subscriptionsFri, 16 Feb 2024 - 140 - Should we trust economic data? With Danielle DiMartino BoothDanielle 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
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 ResearchWed, 14 Feb 2024 - 139 - Super Bowl streaming, Disney deep dive and why numbers don't lie
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsTue, 13 Feb 2024 - 138 - J Mintzmyer on Red Sea disruptions and 2 key shipping segments
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsTue, 06 Feb 2024 - 137 - 5 cannabis stocks and how retail investors should navigate the industry
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsWed, 31 Jan 2024 - 136 - Embracing the mania and yield at a reasonable price
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/subscriptionsMon, 29 Jan 2024 - 135 - Biotech and pharma diversification pays offAlex 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/subscriptionsThu, 25 Jan 2024 - 134 - JD Henning cautious about 2024, an unusual year for market considerations
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/subscriptionsWed, 17 Jan 2024 - 133 - KCI Research on REITs, dividends and contrarian investing
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/subscriptionsThu, 11 Jan 2024 - 132 - Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas
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/subscriptionsTue, 09 Jan 2024 - 131 - Avi Gilburt on bond crash, market sentiment and why he really likes metals
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/subscriptionsMon, 01 Jan 2024 - 130 - Netflix releases useless data, but still considered the gold standardDan 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/subscriptionsThu, 28 Dec 2023 - 129 - Julian Lin on Palantir, Google, Meta and Apple
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 BreedGrowthStocks
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/subscriptionsTue, 26 Dec 2023 - 128 - Using technicals to assess market risk with Rob Isbitts
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/subscriptionsThu, 21 Dec 2023 - 127 - Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn
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/subscriptionsWed, 20 Dec 2023 - 126 - J Mintzmyer's 2 Favorite Tankers
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/subscriptionsSun, 17 Dec 2023 - 125 - Avi Gilburt on bond market crash signals; does market get 1 more high?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/subscriptionsThu, 07 Dec 2023 - 124 - Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research
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/subscriptionsWed, 06 Dec 2023 - 123 - Not a bubble! Julian Lin on tech's profitability and reasonable valuations
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/subscriptionsThu, 30 Nov 2023 - 122 - Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs
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/subscriptionsMon, 27 Nov 2023 - 121 - Portfolio construction, options and covered call ETF vulnerability
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/subscriptionsTue, 21 Nov 2023 - 120 - CPI disappointment, cooling economy, recession ahead? With Mott Capital
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/subscriptionsThu, 16 Nov 2023 - 119 - Streaming reality vs fantasy with Dan Rayburn
"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/subscriptionsTue, 14 Nov 2023 - 118 - Michael Gayed on credit event phases and the Fed's unprecedented moves
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/subscriptionsMon, 13 Nov 2023 - 117 - Chance for a market dip in early 2024 - Chaim Siegel
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/subscriptionsThu, 09 Nov 2023 - 116 - Reading Wall Street research like a pro with Steven CressSteven 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/subscriptionsWed, 01 Nov 2023 - 115 - Brad Thomas laser focused on earnings and REITs
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/subscriptionsTue, 31 Oct 2023 - 114 - U.S. oil & gas is a good bet - Jennifer Warren
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/subscriptionsThu, 26 Oct 2023 - 113 - Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience
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/subscriptionsTue, 24 Oct 2023 - 112 - High moat companies and Mexico's long-term story with Ian Bezek
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/subscriptionsThu, 19 Oct 2023 - 111 - Reasons to be cautiously optimistic about cannabisJesse 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/subscriptionsMon, 16 Oct 2023 - 110 - Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter
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/subscriptionsMon, 09 Oct 2023 - 109 - Dividend picks for a stock market dip with Steven CressSteven 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/subscriptionsThu, 05 Oct 2023 - 108 - Gold, silver and why all mining stocks are speculative investments with Don DurrettDon 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.Tue, 03 Oct 2023 - 107 - J Mintzmyer unpacks cyclical and fickle shipping sector
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.Mon, 02 Oct 2023 - 106 - Energy exposure, uranium dry spells, bullish on SHF Holdings
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' SiftingTheWorld
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.Thu, 28 Sep 2023 - 105 - 'Stay hungry, stay foolish' small cap strategies with Courage & Conviction Investing
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.Wed, 27 Sep 2023 - 104 - Covered call ETFs and the limitations of stocks
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).Thu, 21 Sep 2023 - 103 - Unlocking cannabis: legalization timelines, debt risk + unique value plays with Alan Brochstein & Julian Lin
Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs.
Subscribe to 420 InvestorSubscribe to Cannabis Growth InvestorTranscripts 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)Wed, 13 Sep 2023 - 102 - Why CashFlow Hunter's short 3M and long Iris EnergyCashFlow 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)Tue, 12 Sep 2023 - 101 - Market crosswinds and Nasdaq looking better than DowRob 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)Mon, 11 Sep 2023 - 100 - The key to investing success is being wrong a lot
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)Wed, 06 Sep 2023 - 99 - Cannabis investing with Alan Brochstein & Julian Lin - REITs and Canadian LPs over MSOs
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)Mon, 28 Aug 2023 - 98 - Top AI stock picks and Foot Locker's disappearing dividend with quant pro Steven CressSteven 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)Wed, 23 Aug 2023 - 97 - Chart watching + does stock market history rhyme, repeat or not matter that much?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)Tue, 22 Aug 2023 - 96 - Why Chris DeMuth Jr. likes Activision, oil & gas + InnovateChris 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)Tue, 22 Aug 2023 - 95 - Wall Street's freaky season, trading updates and China's disappointing dataRob 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 PortfolioMon, 21 Aug 2023 - 94 - Ryan Wilday on Bitcoin, Ether, Coinbase charts from an Elliott Wave perspectiveRyan 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)Thu, 17 Aug 2023 - 93 - Quant rating spies more top stocks as market breadth widens with Steven CressSteven 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)Thu, 17 Aug 2023 - 92 - $2 million dividend growth portfolio, major tech earnings, Broadcom & SPYI with Austin HankwitzAustin 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)Wed, 16 Aug 2023 - 91 - Selling time? Oil, inflation, debt concerns and a T-Bill portfolioMatthew 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)Tue, 15 Aug 2023 - 90 - Disney's upside potential + need for compelling content with Victor DergunovVictor 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 IdentitySun, 13 Aug 2023 - 89 - Intel, Elliott Wave, Fibonacci and Wyckoff; how to approach ETFs with Cestrian Capital Research
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.Thu, 10 Aug 2023 - 88 - Navigating the bond market: yield curve, options and investment strategies from Matthew Tuttle + Rob IsbittsRob 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 CreepTue, 08 Aug 2023 - 87 - Avi Gilburt tracking 3rd wave set up in metals, melt-up; possible oil and bond rallyAvi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.
Subscribe to The Market Pinball WizardTranscripts 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)Thu, 03 Aug 2023 - 86 - Why Advanced Emissions Solutions is a rabbit in a hat - Courage & Conviction Investing
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 ArqWed, 02 Aug 2023 - 85 - Avi Gilburt warns of potential banking crisis; charts indicate major disruptions
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 GoldFri, 28 Jul 2023 - 84 - Portfolio offense and defense; trade based on what you see with Rob Isbitts and Matthew TuttleRob 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 ETFThu, 27 Jul 2023 - 83 - Tech volatility is a feature not a bug - Alex King (Growth Investor Pro)
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 legsTue, 25 Jul 2023 - 82 - Small cap alpha, commodity danger and Advanced Emissions Solutions with Courage & Conviction InvestingCourage & 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 IdeaMon, 24 Jul 2023 - 81 - Why Michael Gayed thinks we're still in a bear marketMichael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.
(2:50) - Melt-up and crash all in the same year?(7:20) - The Fed is a follower of the bond market; treasuries will dictate(9:40) - How to classify a bull and bear market(15:20) - Nvidia and getting perspective on the tech sector(22:40) - International portfolio allocation - what to keep in mind(30:55) - Gold as the ultimate diversifierFree trial to Michael's Lead-Lag Report
Transcripts on Seeking Alpha
Show Notes:
Unpopular Opinion: The Bear Market Is Not Over
GLD: A Stock Market Correction Is Needed For This To Break Out
EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming
Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future
The Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?
How Nvidia And Microsoft Stocks Correct
QQQ: It's Time For The Nasdaq To Punish Recency BiasThu, 20 Jul 2023 - 80 - Growth and earnings recovery, probable Fed pivot and high quality stocks with Victor Dergunov
Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.
(3:00) - Continue to buy high quality companies on pullbacks(9:00) - Why Victor believes in Tesla(16:20) - Easier monetary stance coming from Fed?(33:40) - Tech sector favorites; still early in AI revolution(43:20) - Netflix earnings, and why it's the best, stickiest platform in the worldTranscripts on Seeking Alpha
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Nvidia: The Post-Earnings Drop Approaches
Tesla: Strong Buy Ahead Of Q2 Results
The S&P 500: More Upside Ahead
Palantir: Strong AI Buy For The Long-Term
Tesla Stock: No AI Hype Here - Buy The Dip
AMD Is Cheap Again - Strong AI Buy Here
Why Palantir Remains My Top Holding
QQQ: The Tech Rally Is Just Getting Started
Netflix: A Strong Buy With EPS Growth, Multiple Expansion PotentialTue, 18 Jul 2023 - 79 - Psychedelic stocks: Don't bet on just 1 company
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 StocksThu, 13 Jul 2023 - 78 - Is Tesla a buy?
Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.
(0:30) - Tesla's charging network evolution - net benefit not clear(10:50) - Self-driving cars, robotaxis and Tesla's competitive advantageTranscripts available on Seeking Alpha
Tesla: Supercharging Revenues, But At What Cost?
Tesla Has Surrendered Its Key Competitive Advantage
Tesla: Elon Musk Is Playing The Long Game
Tesla's China Exposure Faces New Risks
Tesla Motors (TSLA) Q3 2016 Results - Earnings Call Transcript
Free trial for James Foord's The Pragmatic InvestorWed, 12 Jul 2023 - 77 - U.S. economy is a snake that ate a doe - Marc ChandlerMarc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation,Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.
Free trial to James Foord's Pragmatic Investor
Transcripts available on Seeking Alpha
Fed Day: Skip = Hawkish Pause, But Market Says Finito
Fool Me Once, Shame On Fed, Fool Me Twice, Shame On MarketsMon, 10 Jul 2023 - 76 - Uber a zombie stock; Ford, GM have scalability and expertise - David Trainer
This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.
(1:10) - Zombie stock list: limited runway, bad business models.(3:35) - Uber burning too much cash(6:00) - Micro bubbles and David's wide variety of longsTranscripts available on Seeking Alpha
3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
Uber: Falling Knife You Don't Want To Catch
Valvoline's Transition Story Is A Growth StoryThu, 06 Jul 2023 - 75 - Falling inflation, dollar dominance and PBOC moves with Marc ChandlerMarc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.
(1:00) - What's coming at next Fed meeting?(4:50) - Has the Fed conquered inflation?(16:20) - China's economy and global liquidity(22:00) - Marc's outlook on the US dollar(28:50) - Is gold a viable alternative to USD?Free trial to James Foord's Pragmatic Investor
Transcripts available on Seeking Alpha
Fed Day: Skip = Hawkish Pause, But Market Says Finito
Fool Me Once, Shame On Fed, Fool Me Twice, Shame On MarketsThu, 06 Jul 2023 - 74 - Busting today's market myths with Matthew Tuttle and Rob IsbittsMatthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.
(2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'(11:40) Why investors should focus on forward looking due diligence(19:45) Problematic small caps(24:40) Risk management; short selling not a bad thing(30:35) Yield curve creepTranscripts available on Seeking Alpha
The Magnificent Seven Or The Mediocre Seven?
Forward-Looking Due Diligence
SPY: Recent Gains Distract From Weakening Long-Term Price Trend
QQQ Outperforms DIA: Time To Be Cautious... And Flexible
Nasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)
It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGG
S&P 500 Could Slide To 3,000, SPXT An Escape Hatch
QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
REK: With REITs Looking Awful, This Little ETF Is A Hidden GemWed, 05 Jul 2023 - 73 - It's all about liquidity - David TrainerDavid Trainer discusses sectors, stocks and investing strategies.
(2:05) For near-term, it's really all about liquidity(9:10) Looking at the market from a sector level(15:40) Uber's valuation still extremely expensive(18:35) David's long stock picksTranscripts available on Seeking Alpha
3 Stocks David Trainer Recommends Based On His Direct Cash Flow ValuationsMon, 03 Jul 2023 - 72 - Is Nvidia in a class of its own? Cameron Fen with James FoordCameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.
(2:40) AI, large language models and commercial implications for big tech(12:40) Is Nvidia in a class of its own?Full episode originally published June 15, 2023 on The Pragmatic Investor.
Free trial for James Foord's The Pragmatic Investor
Episode transcripts on Seeking Alpha
A Data Scientist Explains Large Language Models And Implications For Businesses
Nvidia Bulls Are Way Overestimating AI GPU DemandThu, 29 Jun 2023 - 71 - 'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).
(1:00) Pay attention to why shareholders buy into a stock(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits(23:00) Is management aligned with shareholders?(32:00) Shipping sector - why macro drives everythingWhy I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm
ZIM: The Value Trap Has Finally Been Exposed
Free 14 day trial for Julian Lin's Best Of Breed Growth Stocks
Episode transcripts on Seeking AlphaWed, 28 Jun 2023 - 70 - Tesla bull/bear thesis with Anton Wahlman and James Foord
Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.
(2:00) - Can't value Tesla (TSLA) like a regular auto company(6:45) - Evolution of Tesla's charging networks(18:20) - Does Tesla's competitive advantage still exist?(36:40) - Investing for the future - is Tesla a good investment?Investing Experts episodes with transcripts on Seeking Alpha
Tesla: Supercharging Revenues, But At What Cost?
Tesla Has Surrendered Its Key Competitive Advantage
Free 14 day trial with James Foord's The Pragmatic InvestorTue, 27 Jun 2023 - 69 - Exxon Mobil bull/bear debate with David Alton Clark and Callum Turcan
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 InvestorMon, 26 Jun 2023 - 68 - Great time to own these REITs - Brad Thomas with Kirk SpanoBrad Thomas talks to Kirk Spano about REITs and real estate investing.
(6:00) - REITs for insulation and income generation during potential recession(15:40) - Are industrial REITs underappreciated and which US regions look the best?(22:10) - Concerns about the sun belt region, primarily Florida(37:00) - STAG Industrial's consistent earnings and dividend growth(44:20) - VICI and gaming REITs
Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha
All Investing Experts episodes with transcripts on Seeking Alpha
What My 30+ Years As A Real Estate Investor Taught Me
Agree Realty: From Ugly REIT Duckling To Super SWAN
W.P. Carey: 'Built For A Recession'
Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)
VICI Properties: Doubling DownMon, 26 Jun 2023 - 67 - Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan
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 transcriptsThu, 22 Jun 2023 - 66 - 3M bull/bear thesis with CashFlow Hunter and Brett Ashcroft GreenCashFlow 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 subscriptionWed, 21 Jun 2023 - 65 - Cryptocurrencies and Elliott Wave analysis with Ryan Wilday
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 TwitterTue, 20 Jun 2023 - 64 - Palantir's cheap, bitcoin, altcoins, options and earnings season with Victor Dergunov
Victor Dergunov, The Financial Prophet, talks to James Foord, The Pragmatic Investor about tech earnings, options strategies and his favorite long-term picks.
(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 altcoinsFree 14 day trials with The Financial Prophet and The Pragmatic Investor
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.Tue, 13 Jun 2023 - 63 - As AI evolves, which stocks make sense? Kirk Spano with Ramy TaraboulsiMargin 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, CFAMon, 12 Jun 2023 - 62 - AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano
An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.
(3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence(7:10) - AI won't be slowed - military investing more than any company(13:30) - Neural networks, AI hype and building something we don't understand(28:20) - Major problem with AI is lack of computing power. What stocks make sense?(50:25) - Lockheed Martin's quiet AI work; bearish on Google.Recorded on June 1, 2023
Show Notes:
Kirk Spano's Investing Group, Margin of Safety Investing
Follow Ramy Taraboulsi, CFA
All Investing Expert episodes with transcripts
Beware: The Singularity Is Almost HereWed, 07 Jun 2023 - 61 - Economic Surprises, Healthier Market Trends, AI And Crypto With Mike Zaccardi
The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.
(1:00) - Insight into Fed funds market(4:45) - Will we achieve a soft landing?(16:20) - Combining fundamental and technical analysis(20:45) - Sectors currently offering the most value (30:00) - Bitcoin and the broader crypto marketRecorded on May 30, 2023
Show Notes:
James Foord's Seeking Alpha articles
Subscribe to The Pragmatic Investor
Mike Zaccardi's Seeking Alpha articles
Investing Expert episodes with transcripts
Mike Zaccardi on TwitterTue, 06 Jun 2023 - 60 - Downside Risk, Investor Sentiment And Elliot Wave Theory With Stock Waves
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.Fri, 26 May 2023 - 59 - How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter
Kirk Spano and CashFlow Hunter return to discuss:
(0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)(8:00) - Rules for shorting stocks; never short based on valuation(14:00) - Banks tightening; harbinger of recession?(24:00) - Iris Energy (IREN) and Bitcoin mining(35:00) - 3M (MMM) as a high conviction pick(47:00) - Energy picks, pipeline companiesKirk Spano and CashFlow Hunter's Investing Groups:
Margin of Safety InvestingCatalyst Hedge InvestingAll Investing Expert episodes - with transcripts on Seeking AlphaTue, 23 May 2023
Podcasts similares a Investing Experts
Global News Podcast BBC World Service- El Partidazo de COPE COPE
- Herrera en COPE COPE
- The Dan Bongino Show Cumulus Podcast Network | Dan Bongino
- Es la Mañana de Federico esRadio
- La Noche de Dieter esRadio
- Hondelatte Raconte - Christophe Hondelatte Europe 1
- Curiosidades de la Historia National Geographic National Geographic España
- Dateline NBC NBC News
- 財經一路發 News98
- La rosa de los vientos OndaCero
- Más de uno OndaCero
- La Zanzara Radio 24
- L'Heure Du Crime RTL
- El Larguero SER Podcast
- Nadie Sabe Nada SER Podcast
- SER Historia SER Podcast
- Todo Concostrina SER Podcast
- 安住紳一郎の日曜天国 TBS RADIO
- アンガールズのジャンピン[オールナイトニッポンPODCAST] ニッポン放送
- 辛坊治郎 ズーム そこまで言うか！ ニッポン放送
- 飯田浩司のOK! Cozy up！ Podcast ニッポン放送
- 吳淡如人生實用商學院 吳淡如
- 武田鉄矢・今朝の三枚おろし 文化放送PodcastQR
![アンガールズのジャンピン[オールナイトニッポンPODCAST]](https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/a3/d0/03/a3d0036b-fb99-56ad-928e-2fdabbea43b6/mza_8898289893618631728.jpg/300x300bb.jpg)
