Investing Experts

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.

Subscribe to Joe's Tech Cache

Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia earnings grades and estimates

Episode transcripts

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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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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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Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).

Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability

Episode transcripts

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Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).

Show Notes:
Magnificent 7: Earnings Preview (SA Quant)
Toyota Trumps Tesla
Wall Street Brunch: Megacaps Highlight Big Earnings Week
Top 10 Stocks For 2024
2023: META Could See Another 70% Downside

Episode transcripts

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Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).

Subscribe to Don's Gold & Silver Mining Ideas

Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett

Episode transcripts

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Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).

Subscribe to Tech Cache

Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries
AMD And Nvidia: Engagements Vs. Invoices
Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)

Episode transcripts

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Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.

Subscribe to Courage & Conviction Investing's Second Wind Capital

Show Notes:
Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)
Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing

Episode transcripts

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CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).

Subscribe to CashFlow Hunter's Catalyst Hedge Investing

Show Notes:
3M's Spin-Out Of Solventum - My Thoughts On The Newco And The Oldco
New York Community Bancorp: Follow The Smart (And Connected) Money
How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play

Episode transcripts with comments

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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

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

Episode transcripts with comments

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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

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Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).

Show Notes:
S&P 500 Prediction For 2024: 6,000 By Year End
S&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income Formula
Cutting interest rates too soon could reverse progress on inflation: Powell to Congress
S&P Homebuilders ETF

Episode transcripts with comments

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Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).

Show Notes:
Farmer Bros, Red Robin And Yield10 Bioscience
Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst
Why Root's Management Doesn't Want To Sell For $19.34
Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)

Episode transcripts

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Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).

Show Notes:
Will This Market Go Higher Than Anyone Expects?
Should We Trust Economic Data? With Danielle DiMartino Booth
Wall Street Lunch: January CPI Comes In Hot
Growth Investor Pro by Cestrian Capital Research

Episode transcripts

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David Trainer 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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Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).

Show Notes:
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Embracing The Mania And Yield At A Reasonable Price
IZRL: Long-Term Comeback Candidate, Strong Buy
Seeking Alpha's Quant Performance
The Key To Investing Success Is Being Wrong A Lot

Episode transcripts

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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

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).

Show Notes:
Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
Dividend Picks For Growth And Safety With Steven Cress
Alpha Picks

Episode transcripts

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Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).

Show Notes:
Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't DeadParamount gains as Super Bowl audience surges to 126.6M viewers
The Walt Disney Company Q1 2024 Earnings Call Transcript
Disney/Fox/Warner sports streamer shakes up market, though big questions remain

Episode transcripts

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J Mintzmyer 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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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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Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).

Show Notes:
XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages
JD Henning Cautious About 2024, An Unusual Year For Market Considerations
2024: The Year Of Living Dangerously
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Seeking Alpha's Quant Performance

Episode transcripts

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JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).

Episode transcripts

Show Notes:
Webinar Replay: JD Henning's Momentum Breakout Models For 2024
MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024
Tracking Flows Of Smart Money With JD Henning

Subscribe to JD's Value & Momentum Breakouts

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KCI Research 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

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Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).

Subscribe to Chris' Sifting The World

Episode transcripts

Show Notes:
SHF Holdings: My One Stock
Chris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings Bullishness
Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings
2024 - Liquidia, Burford, And Roivant

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Avi Gilburt 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

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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

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What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10)

Episode transcripts

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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

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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

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Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).

Subscribe to Alex's Growth Investor Pro

Show Notes:
The Long Bull Market To Come
Nvidia In Transition: We Rate At 'Accumulate' Between $100-$154/Share
The Federal Carrier Wave Continues To Drive Intel Stock Higher
Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)

Episode transcripts

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Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).

Subscribe to Julian's Best of Breed Growth Stocks

Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Sam Altman Returns As OpenAI CEO With New Board

Episode transcripts

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Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.

Show Notes:
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Best Of The Best List: My Favorite Gold And Silver Mining Stocks

Subscribe to Don's Gold & Silver Mining Ideas

Episode transcripts

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How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30).

Show Notes:
TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI
Here's What My Option Portfolio Looks Like Now, And Why
BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To Buy
UTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It Now

Episode transcript

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Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).

Show Notes:
Retail relief rally picks up after the CPI report shows consumers may be finally getting a break
October CPI Data Comes In Soft
The CPI Report May Deliver A Massive Surprise To The Market

Get your free trial for Michael's Reading The Markets.

Episode transcript

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"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).

Show Notes:
Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In Jeopardy
Paramount jumps as narrower streaming losses drive Q3 beat
Disney earnings call: Focusing streaming, paving ESPN's future
The Dan Rayburn Podcast

Episode transcripts

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How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).

Show Notes:
Why Michael Gayed Thinks We're Still In A Bear Market
ACWI: Lowered U.S. Exposure Finally A Plus
We May Be In A Crash, And Here's Why
Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too

Subscribe to Michael Gayed's The Lead-Lag Report

Episode transcripts

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2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).

Subscribe to Chaim's Fed Trader

Show Notes:
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Tesla: Company Risk If They Don't Slow Factory Growth
Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel

Episode transcripts

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Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts)

Show Notes:
Attention REIT Shoppers: A Blue Light Special In The Cell Tower Sector
All Roads Lead To Prologis: Why We Love This Industrial Juggernaut
Earnings Determine Market Price In The Long Run
Emotions Determine Market Price (In The Short Run)
The Answer Is 7
The Answer Is 9

Subscribe to iREIT on Alpha

All episode transcripts

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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

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Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation'Stay Hungry, Stay Foolish' Small Cap Strategies'.

Show Notes:
Red Robin: Another Beat And A Raise
Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing
Red Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The Shorts

Subscribe to Second Wind Capital by Courage & Conviction Investing

Episode transcripts

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Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).

Subscribe to Ian's Inside Corner

Show Notes:
Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip
Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat
Mexican Stocks Hit 8-Year Highs, I Remain Bullish
McCormick Q1 Results: Slump Is Over, Shares Are A Strong Buy

Episode transcripts

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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

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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

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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).

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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

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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).

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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

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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)

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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

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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).

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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

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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).

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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.

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.

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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

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).

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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

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

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

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

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

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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.

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