Investing Experts (Seeking Alpha)

We're breaking down Star Bulk Carriers Corp. (SBLK) - a stock pick selected by our audience last week, and we're joined by Mike Fay from Blockchain Reaction to get some answers on what is happening to the crypto space.

Connect with Mike Fay on Blockchain Reaction - https://bit.ly/3AfmdBk
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In this episode. we're analyzing a best-in-class stock that Daniel has towards the top 10 of his watchlist, and Austin is pitching his take on a stock competing against Starbucks! Oh, and did we mention.. Mike Saul is back!

We're breaking down notable earnings, discussing consumer spending, and special guest Bertrand Seguin joins us to discuss his focus on the tech sector in this market environment.

More from Seeking Alpha: https://bit.ly/3HksZJj
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We're diving deep into Disney stock and sharing what to watch for in the year ahead for the company + share price. We're also joined by Brad Thomas, from iREIT on Alpha, to discuss everything about investing in the REIT sector right now.

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

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

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

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

Paypal vs. Block: The showdown on Investing Experts Podcast! We're diving into whether either of these companies are worth your investment right now or whether both are headed for the landfill. Plus Daniel's bringing a surprising headline to the conversation in regards to the founder of Bitcoin.

Check out Seeking Alpha's Alpha Picks! - https://bit.ly/3K2unS3

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

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

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

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

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

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

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

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

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

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

Daniel makes the case that Elon Musk listened to his idea for Twitter, Austin asks burning questions about Apple, and Austin and Daniel dig deep into Datadog - a growth company that they say has huge potential.

Grab your free 14-day trial of Austin's service Cash Flow Freaks - https://bit.ly/cashflowfreaks
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

We're joined by Alex King from Cestrian Capital Research who runs the hit Seeking Alpha Marketplace service Growth Investor Pro. We discuss specific tech investment names and if they are recommending them, Open AI's Chat-GPT, and if a recession is coming.

Check out Growth Investor Pro - http://bit.ly/3W0Is7B

Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

We're unpackaging Broadcom's history and what fuels the massive revenues and free cash flows of this incredible company. The guys also share their thoughts on the potential VMware acquisition and the regulatory hurdles it has to go through.

Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

We're diving into the world of Adobe and the business segments that make this behemoth thrive. We also share perspectives on the looming Figma acquisition and why it makes sense.

Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks
Join Bertrand on App Economy Portfolio - https://bit.ly/appeconomyportfolio

We sit down with Seeking Alpha contributor Raul Shah to discuss why he is a shareholder of Hims & Hers Health (HIMS) and Devon Energy (DVN). The guy knows his stuff!

Check out Raul Shah's articles on Seeking Alpha - http://bit.ly/3igvmEM
Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

We're joined by Beth Kindig and Knox Ridley from Tech Insider Network to get the rundown on their Netflix position. Plus, we cover their market outlook for 2023, and what to expect from tech this earnings season.

Join Tech Insider Network - https://bit.ly/techinsidernetwork
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

We're joined by crypto expert Mike Fay from BlockChain Reaction. He shares his take on Bitcoin's recent move, the SEC coming after Genesis and Gemini, FTX's deterioration, and his top token idea for 2023.

Gain access to Blockchain Reaction now - https://bit.ly/3AfmdBk

Read Mike Fay's article on Polygon here - https://bit.ly/polyarticleblockchainreaction
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

Katie Stockton from Fairlead Strategies joins us to give her updated outlook on the S&P500, and what she says investors should expect in the first half of this year. Plus, we deconstruct the TACK ETF, that Fairlead manages, so you can better understand if it is a good fit for your portfolio.

Get Access To Austin's $2 Million Portfolio Initiative On Cash Flow Freaks - https://bit.ly/cashflowfreaks

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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

Steven Cress, Head of Quantitative Strategy at Seeking Alpha, joins us to share some of his top stocks for 2023. Not only that, but we dive into the Seeking Alpha Quant System to better understand how it works for investors.

Read the Top 10 Stocks of 2023 article now!

Follow Steve on Seeking Alpha

Check out the backtest of the Seeking Alpha Quant System
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In this episode, we're joined by audience favorite marketplace author Alex King from Growth Investor Pro. We dive into his thoughts on some tech and defense stocks that have announced earnings that he holds an accumulate rating on. Not to mention, one of these stocks got destroyed by the market after earnings.

Also, Alex shares how he invests using fundamentals plus technicals to find entries and exits for his positions.

Read More of Alex's Research on Growth Investor Pro
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In this episode, we're joined by Scott Kaufman from High Dividend Opportunities to get the HDO outlook for 2023, and what they think about the JPMorgan Equity Premium Income ETF(JEPI) that has been getting a lot of buzz for its double-digit yield.

Check Out More High Dividend Opportunities Here!
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In this episode, we're joined by Bertrand Seguin from App Economy Portfolio to discuss which company he believes is set up better to lead the AI revolution - Microsoft or Google. Plus, we dive into two stocks that he is recommending to his subscribers that he says are a buy at this moment in time. One of which was just unloaded by Berkshire Hathaway.

Check Out App Economy Portfolio Now!

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Eric Basmajian from EPB Macro Research breaks down the state of the economy, housing, employment, production, and more. He also shares some sector/ETF choices for your portfolio in 2023.

Get The EPB Macro Research Weekly Newsletter

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Austin Hankwitz, from Cash Flow Freaks, joins us for the Hims and Hers earnings recap, the insider look into his public $2 million portfolio initiative, and what his game plan is for the rest of this year is shaping up like.

Interested In More Cash Flow Freaks Content - Join Here!
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**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

This week we're joined by Seeking Alpha contributor Clem Chambers who says he is looking for Bitcoin to fall under $10,000 (36:00), and that there is quite a simple way to invest according to what his Father(12:33), who was a commodities trader, taught him.

Read more of Clem's Research Here
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(0:00) Intro
(0:54) Clem Chambers background and studying the markets
(5:46) How Clem approaches his investments and defining game theory
(12:33) What sectors and stocks are Clem favoring for this year?
(20:31) The velocity of the money supply and what it means for the US markets
(30:25) Diversifying your portfolio of risk
(36:00) The Hot Take On Bitcoin
(42:44) Get in contact with Clem
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Beth Kindig and Knox Ridley, from Tech Insider Network, discuss creating a defensive tech portfolio and the hedging strategy of the I/O Fund.

This special episode is an excerpt from the full webinar that was recorded on March 14th, 2022. You can access the full webinar replay here

Sign up for Tech Insider Network's newsletter now

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(0:00) Intro
(0:34) Beth Speaks on Building A Defensive Tech Portfolio
(21:25) Knox Speaks on the I/O Fund hedging Strategy
(37:42)Outro & Disclosures
-----

Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Brad Thomas, Founder of iREIT on Alpha, shares insight on what stress in the banking sector means for real estate and REITs. Plus, he gives his selection of which is better, the JEPI ETF or Scwabs's SCHD ETF for investors looking for dividend yield.

Read Brad's most recent articles

Sign Up For iREIT On Alpha
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(00:00) Intro
(00:49) Brad's Background
(05:16) Getting started with REIT investing
(09:24) Stress in the banking sector and what it means for real estate
(12:10) Biggest takeaway from REIT earnings so far this year
(15:30) Favorite REIT for this year
(19:37) JEPI or SCHD ETF insight breakdown
(23:20) JEPI or SCHD ETF for a new investor?
(25:32) Outro & Disclosures
-----

Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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

• Financial industry implosions - what got us here (2:20)
• Foreseeing the breakdown in Silvergate (SI) and Silicon Valley Bank (SIVB) (6:10)
• How does banking sector shake out? (17:25)
• Thoughts on David Tepper reportedly buying bonds of SVB Financial Group (23:40)
• What's the best way for retail investors to navigate this disruption in the financial system? (28:00)
• Is Charles Schwab (SCHW) a worthy investment right now? (30:30)

Show Notes:
CashFlow Hunter on Seeking Alpha
December 2022 article on Silicon Valley Bank
Silicon Valley Bank Fallout: Opportunity In Schwab?
Seeking Alpha Premium and PRO
Seeking Alpha Investing Groups

Long-time analyst David Trainer joins this episode to share his "zombie list" of stocks he deems untouchable, as well as 3 names that are ready for your portfolio.

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(0:00) - Intro
(0:41) - David Trainer's background
(4:30) - The type of investor who connects with David's research
(5:57) - Will The Fed raise interest rates on Wednesday?
(7:51) - Thoughts on Crypto
(10:43) - Are we in a recession?
(13:11) - How will tighter credit affect the everyday investor?
(16:04) - What's on the "Zombie Stock List?"
(17:59) - First stock pick
(20:19) - Second stock pick
(21:31) - Are these picks for dividends or capital appreciation?
(22:31) - Third stock pick
(25:18) - Why hasn't the stock price of David's 3rd pick not moved since 1994?
(27:38) - Does David expect interest rate cuts in the near future?
-----
Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Guest Bio: Zachary Marx is a Chartered Financial Analyst (CFA) that has consulted many institutions across all financial markets. Currently, he is a Sr. Quantitative Analyst at Seeking Alpha. Using quantamental methods, Zach searches for the perfect investing opportunities that are hiding in plain sight.

Relevant Links:

• Follow Zachary Marx on Seeking Alpha
• LICT Corp. - A Shareholder-Friendly Monopoly
• Nelnet: Transitioning To A Best-In-Class Capital Allocator

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00:43) - Overall Market Opinion
(01:55) - Idea Generation Process
(03:02) - Lict Corporation Pitch
(11:31) - Nelnet, Inc Pitch
(18:16) - What should make potential shareholders excited about this stock?
(26:26) - Outro
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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano, who runs Margin of Safety Investing, highlights small midcap opportunities, including regional banks.

• (4:00) - Inflation and its causes
• (13:40) - Post-petro dollar age will be good for U.S.
• (17:00) - Looking at regional and large banks
• (29:00) - Big tech companies set for success
• (35:00) - REITs and SPACs
• (42:00) - Bullish on Bitcoin

Show Notes:
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO

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

Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

Cannabis Growth Investor

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

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

Relevant Links:

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

------
(00:49) - What is the state of Bitcoin?
(07:03) - What is the current correlation between Bitcoin and Ethereum?
(08:39) - Ryan's history of trading cryptocurrencies
(09:20) - Is this a new bull market for cryptocurrencies?
(11:49) - What's your take on the US Government going after crypto?
(14:41) - Advice on a starter position
(19:46) - Bitcoin's Price Target
(20:30) - Ethereum's Price Target
(23:29) - What is the current Elliot Wave Count for Bitcoin?
-----
Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano returns to discuss Fed rhetoric and interest rates (3:00) Recent bank earnings, what it means for the financial sector (8:15) Options and retail investing (17:10) Charles Schwab absorbing TD Ameritrade a big deal nobody's talking about (23:40) Charting Bitcoin's course (31:15) Stock-picking strategy - different metrics for different sectors (45:30) and strong energy - and space - stocks (58:31).

Show Notes:

Kirk Spano on Seeking Alpha

Margin of Safety Investing

Dilution And M&A Coming To Banks

How To Avoid Losing Money Through The Volatility

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

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

Show Notes:

Steven Cress on Seeking Alpha

Quant Ratings Explained

Top 5 Stocks For Earnings Season

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows.

Relevant Links:
Get Access to Value and Momentum Breakouts Now
------
(00:25) - Fed Meeting Next Week. What’s The Reaction?
(03:50) - Positioning For The Market Move For The Rest Of This Year
(07:13) - The Proof Of The Models
(08:38) - Earnings On Deck!
(11:09) - Why Not FANG Stock Now?
(13:35) - Markets Are Positive! What Gives?
(17:58) - Where Should New Capital Go To Work?
(19:11) - The Story Of A Deflated VIX
(23:02) - How Did You Know To Get Out Of Tesla Before Earnings?

-----
Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

• Fed Trader's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15)
• Fed doesn't realize how powerful it is - they're not listening enough. (6:50)
• Finding stocks on a bottoms up basis. (21:20)
• Why broad market performance follows Micron's stock movements. (26:24)
• Bearish on Tesla (TSLA) (28:00)

Show Notes:

Fed Trader

Tesla: Company Risk If They Don't Slow Factory Growth

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

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

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

Show Notes:

CashFlow Hunter on Seeking Alpha

Catalyst Hedge Investing

Life After Silicon Valley Bank: Tighter Credit Conditions

3M: Catalysts For A Potential Bankruptcy

Coinbase: All's Not Well(s)

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space.

Relevant Links: Get Access To Sifting The World Now

Watch The Innovate Webinar

“Best New Idea: Innovate” Article

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(01:15) - Chris’s Big Idea For 2023 Still Has Room To Run

(08:40) - The New Event-Driven Trading Idea

(30:02) - Short and Long Positions in Crypto

(35:29) - How Much Value Can Investors Expect From GBTC If It Converts

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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.

• Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
• Will AI disrupt search or will it benefit Google? (15:30)
• Bullish on Google (22:00)
• Meta's strong execution (32:20)
• Comparing and contrasting Roblox with Unity (44:40)

Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

Kirk Spano on Seeking Alpha

Margin of Safety Investing

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions.

View this episode's data and transcript on Seeking Alpha.

Subscribe to The Market Pinball Wizard

Follow Avi Gilburt

The Market Pinball Wizard's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30).

This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard).

View this episode's data and transcript on Seeking Alpha.

Subscribe to The Market Pinball Wizard

Follow Avi Gilburt

Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks.

• Is Microsoft fairly valued? (0:28)
• Why is Microsoft pumping AI so hard? (7:20)
• Bing, ad revenue and Google (10:30)
• Contextualizing Meta's parabolic moves (14:10)

Show Notes:

Julian's Investing Group: Best of Breed Growth Stocks

Julian Lin on Seeking Alpha

Kirk's Investing Group: Margin of Safety Investing

Kirk Spano on Seeking Alpha

Investing Experts Episodes With Transcripts

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more.

Get Access To EPB Macro Research

(00:36) - Inflation numbers are in!
(02:49) - How long will The Fed need to keep rates high?
(04:28) - Should you be fully invested right now
(06:41) - Was this last earnings season the “last good quarter”?
(09:40) - The overall guage for the market is…
(11:14) - Are we in a recession right now?
(14:16) - Employment number revisions. What are they signaling?
(18:47) - Are you still telling people to buy defensive stocks?
(21:55) - Real Estate & REITs
(26:24) - Commercial Real Estate - what’s coming?

The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season.

Get Access To The Pragmatic Investor

(00:49) M2 Money Supply and Inflation.
(03:31) Fed's pause and pivot.
(08:39) Real assets and gold.
(11:22) Is crypto a real asset?
(14:22) Bitcoin investments and congestion.
(18:30) Palantir's recent growth and potential.

Leader of Green Growth Giants, Owen Clendenin, dives into everything about Lithium in this episode. We cover the companies he says are doing business the best, who has the best management team, and he shares what investors need to watch for each earnings call.


Get Access To Green Growth Giants

(00:28) - What is the decarbonization economy?
(03:42) - How investors should approach the lithium space
(05:54) - The source of lithium for major companies
(07:28) - Where to invest in the lithium industry
(09:06) - Individual names that investors should research further
(13:14) - Which company has the best management team
(19:32) - What investors need to listen for on the earnings calls
(23:08) - The Lithium Price Safety Net

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

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

Show Links:
Subscribe To The Pragmatic Investor

Subscribe to The Portfolio Architect

Investing Experts with Transcripts

The Pragmatic Investor Podcast

We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.

Get Access To The Data Driven Investor

(00:24) - Andres explains why he is liking risk-on stocks
(05:45) - Which risk-on stocks Andres finds favorable
(07:35) - Deeper take on AMD as an AI chip winner
(09:57) - Worries about Government Regulation around AI
(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI
(14:27) - Should companies that use AI be able to command higher price multiples
(15:59) - What are red flags that investors should be aware of in regard to AI
(17:30) - Where is Apple?

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).

Show Links:

Subscribe to Green Growth Giants

Investing Experts with Transcripts

Kirk Spano and CashFlow Hunter return to discuss:

• (0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)
• (8:00) - Rules for shorting stocks; never short based on valuation
• (14:00) - Banks tightening; harbinger of recession?
• (24:00) - Iris Energy (IREN) and Bitcoin mining
• (35:00) - 3M (MMM) as a high conviction pick
• (47:00) - Energy picks, pipeline companies

Kirk Spano and CashFlow Hunter's Investing Groups:

• Margin of Safety Investing
• Catalyst Hedge Investing

All Investing Expert episodes - with transcripts on Seeking Alpha

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.

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

• (1:00) - Insight into Fed funds market
• (4:45) - Will we achieve a soft landing?
• (16:20) - Combining fundamental and technical analysis
• (20:45) - Sectors currently offering the most value
• (30:00) - Bitcoin and the broader crypto market

Recorded on May 30, 2023

Show Notes:

James Foord's Seeking Alpha articles
Subscribe to The Pragmatic Investor
Mike Zaccardi's Seeking Alpha articles
Investing Expert episodes with transcripts
Mike Zaccardi on Twitter

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

• (3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence
• (7:10) - AI won't be slowed - military investing more than any company
• (13:30) - Neural networks, AI hype and building something we don't understand
• (28:20) - Major problem with AI is lack of computing power. What stocks make sense?
• (50:25) - Lockheed Martin's quiet AI work; bearish on Google.

Recorded on June 1, 2023

Show Notes:
Kirk Spano's Investing Group, Margin of Safety Investing
Follow Ramy Taraboulsi, CFA
All Investing Expert episodes with transcripts
Beware: The Singularity Is Almost Here

Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).

This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.

View this episode's transcript on Seeking Alpha

Subscribe to Margin of Safety Investing

Follow Ramy Taraboulsi, CFA

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

• (3:45) Investing strategy - turning covered calls into collar plays
• (15:30) Why Palantir (PLTR) is cheap
• (25:15) Long-term bull on Bitcoin and certain altcoins

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Investing Expert episodes with transcripts on Seeking Alpha

Take full advantage of Seeking Alpha's features with a Premium subscription.

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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Investing Experts episodes with transcripts on Seeking Alpha

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Ryan Wilday's Twitter

CashFlow Hunter runs Catalyst Hedge Investing and is bearish on 3M (MMM). Brett Ashcroft Green is bullish on the stock. Today they discuss their investment thesis.

Sign-up for free 14 day trial with Catalyst Hedge Investing

Investing Experts episodes with transcripts on Seeking Alpha

3M: Positive Lawsuit Developments For This Cheap Dividend King
3M: Catalysts For A Potential Bankruptcy
CashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge Investing

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Is good news already priced into Exxon Mobil (XOM)? David Alton Clark explains why he's bearish and Callum Turcan lays out his bullish case on Exxon Mobil - the stock appears to be moderately undervalued using discounted free cash flow analysis.

Free 14 day trial for David Alton Clark's Winter Warrior Investor

Why Exxon Mobil Is A Stellar Dividend Growth Idea

Exxon Mobil Has Ample Upside In Current Environment

Exxon Mobil: Take The Money And Run

Exxon Mobil: Trees Don't Grow To The Sky

All Investing Experts episodes with transcripts

Brad Thomas talks to Kirk Spano about REITs and real estate investing.

• (6:00) - REITs for insulation and income generation during potential recession
• (15:40) - Are industrial REITs underappreciated and which US regions look the best?
• (22:10) - Concerns about the sun belt region, primarily Florida
• (37:00) - STAG Industrial's consistent earnings and dividend growth
• (44:20) - VICI and gaming REITs

Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha

All Investing Experts episodes with transcripts on Seeking Alpha

What My 30+ Years As A Real Estate Investor Taught Me

Agree Realty: From Ugly REIT Duckling To Super SWAN
W.P. Carey: 'Built For A Recession'
Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)
VICI Properties: Doubling Down

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

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

• (2:00) - Can't value Tesla (TSLA) like a regular auto company
• (6:45) - Evolution of Tesla's charging networks
• (18:20) - Does Tesla's competitive advantage still exist?
• (36:40) - Investing for the future - is Tesla a good investment?

Investing Experts episodes with transcripts on Seeking Alpha

Tesla: Supercharging Revenues, But At What Cost?

Tesla Has Surrendered Its Key Competitive Advantage

Free 14 day trial with James Foord's The Pragmatic Investor

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

• (1:00) Pay attention to why shareholders buy into a stock
• (7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
• (23:00) Is management aligned with shareholders?
• (32:00) Shipping sector - why macro drives everything

Why I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm

ZIM: The Value Trap Has Finally Been Exposed

Free 14 day trial for Julian Lin's Best Of Breed Growth Stocks

Episode transcripts on Seeking Alpha

Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.

• (2:40) AI, large language models and commercial implications for big tech
• (12:40) Is Nvidia in a class of its own?

Full episode originally published June 15, 2023 on The Pragmatic Investor.

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Episode transcripts on Seeking Alpha

A Data Scientist Explains Large Language Models And Implications For Businesses

Nvidia Bulls Are Way Overestimating AI GPU Demand

David Trainer discusses sectors, stocks and investing strategies.

• (2:05) For near-term, it's really all about liquidity
• (9:10) Looking at the market from a sector level
• (15:40) Uber's valuation still extremely expensive
• (18:35) David's long stock picks

Transcripts available on Seeking Alpha

3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations

Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.

• (2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'
• (11:40) Why investors should focus on forward looking due diligence
• (19:45) Problematic small caps
• (24:40) Risk management; short selling not a bad thing
• (30:35) Yield curve creep

Transcripts available on Seeking Alpha

The Magnificent Seven Or The Mediocre Seven?
Forward-Looking Due Diligence
SPY: Recent Gains Distract From Weakening Long-Term Price Trend
QQQ Outperforms DIA: Time To Be Cautious... And Flexible
Nasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)
It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGG
S&P 500 Could Slide To 3,000, SPXT An Escape Hatch
QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
REK: With REITs Looking Awful, This Little ETF Is A Hidden Gem

Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.

• (1:00) - What's coming at next Fed meeting?
• (4:50) - Has the Fed conquered inflation?
• (16:20) - China's economy and global liquidity
• (22:00) - Marc's outlook on the US dollar
• (28:50) - Is gold a viable alternative to USD?

Free trial to James Foord's Pragmatic Investor

Transcripts available on Seeking Alpha

Fed Day: Skip = Hawkish Pause, But Market Says Finito
Fool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

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

• (1:10) - Zombie stock list: limited runway, bad business models.
• (3:35) - Uber burning too much cash
• (6:00) - Micro bubbles and David's wide variety of longs

Transcripts available on Seeking Alpha

3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
Uber: Falling Knife You Don't Want To Catch
Valvoline's Transition Story Is A Growth Story

Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation, Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.

• Free trial to James Foord's Pragmatic Investor

Transcripts available on Seeking Alpha

Fed Day: Skip = Hawkish Pause, But Market Says Finito
Fool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

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

• (0:30) - Tesla's charging network evolution - net benefit not clear
• (10:50) - Self-driving cars, robotaxis and Tesla's competitive advantage

Transcripts available on Seeking Alpha

Tesla: Supercharging Revenues, But At What Cost?
Tesla Has Surrendered Its Key Competitive Advantage
Tesla: Elon Musk Is Playing The Long Game
Tesla's China Exposure Faces New Risks
Tesla Motors (TSLA) Q3 2016 Results - Earnings Call Transcript

Free trial for James Foord's The Pragmatic Investor

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

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

• (3:00) - Continue to buy high quality companies on pullbacks
• (9:00) - Why Victor believes in Tesla
• (16:20) - Easier monetary stance coming from Fed?
• (33:40) - Tech sector favorites; still early in AI revolution
• (43:20) - Netflix earnings, and why it's the best, stickiest platform in the world

Transcripts on Seeking Alpha

Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Nvidia: The Post-Earnings Drop Approaches
Tesla: Strong Buy Ahead Of Q2 Results
The S&P 500: More Upside Ahead
Palantir: Strong AI Buy For The Long-Term
Tesla Stock: No AI Hype Here - Buy The Dip
AMD Is Cheap Again - Strong AI Buy Here
Why Palantir Remains My Top Holding
QQQ: The Tech Rally Is Just Getting Started
Netflix: A Strong Buy With EPS Growth, Multiple Expansion Potential
Will Tesla Become A Trillion-Dollar Company?

Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.

• (2:50) - Melt-up and crash all in the same year?
• (7:20) - The Fed is a follower of the bond market; treasuries will dictate
• (9:40) - How to classify a bull and bear market
• (15:20) - Nvidia and getting perspective on the tech sector
• (22:40) - International portfolio allocation - what to keep in mind
• (30:55) - Gold as the ultimate diversifier

Free trial to Michael's Lead-Lag Report

Transcripts on Seeking Alpha

Show Notes:
Unpopular Opinion: The Bear Market Is Not Over
GLD: A Stock Market Correction Is Needed For This To Break Out
EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming
Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future
The Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?
How Nvidia And Microsoft Stocks Correct
QQQ: It's Time For The Nasdaq To Punish Recency Bias

Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).

Subscribe to Second Wind Capital

Transcripts on Seeking Alpha

Show Notes:
First Half 2023 Performance (+46.5% Vs. +7.4%)
Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1s
As Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'
Commodity Supercycles And The Role Of Luck (One Year Later)
TravelCenters of America: It's Fun When It Works
Kirkland's: I'm Bullish (Again) For The First Time Since October 2020
CVR Partners, LP: My Best Current Commodity Idea

Alex King returns to discuss running Cestrian Capital Research and Growth Investor Pro (1:30),
tech's incredible run, why they think Nasdaq has more to go (5:00), Intel and the strategic battle between U.S. and China (22:00), financials' recent earnings (28:20) and their sector and index ETF strategy (31:00).

Transcripts on Seeking Alpha

Subscribe to Growth Investor Pro

Can Tech Recover? With Alex King From Cestrian Capital Research
Post-Earnings Accumulation List With Alex King (Growth Investor Pro)
QQQ ETF Forecast For 2023: What To Watch For
We Rate Intel Stock At Accumulate Because It's Not About The Numbers
We Banked The Free Money From MongoDB
Microsoft Stock: Potential For All-Time Highs Within 12 Months
Bullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A Year
Hedge funds pivot to Europe amid doubts U.S. tech-led rally has legs
Goldman projects AI's impact on S&P fair value and earnings over 20 years

Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).

Transcripts on Seeking Alpha

Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
Federal Reserve hikes rate by 25 basis points to highest level in 22 years
Business uncertainty over revenue growth stays higher than prepandemic level
The Magnificent Seven Or The Mediocre Seven?
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
SARK ETF

Elliott Wave expert Avi Gilburt returns to discuss raising cash long-term and the possibility of a major bear market (1:35), relying on market sentiment not exogenous events (4:40), metals' 3rd wave setup and possible melt-up (10:15), oil potential for multi-year rally (21:30) bond market's surprising length of consolidation (23:00) and concerns about the banking industry (28:10).

Subscribe to Avi's investing group The Market Pinball Wizard

Transcripts on Seeking Alpha

S&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi Gilburt
The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard)
Sentiment Speaks: Can The Market Now Head To New All-Time Highs?
Sentiment Speaks: Is The Market Disconnected From Reality, Or Are You?
Sentiment Speaks: Is A Market Crash Still Possible?
Big Banks Have Massive Exposure: The Fed Does Not Have Your Back
Big Banks Have Massive Exposure: Recent Banking Results Are Concerning
Meta Has Spent Itself Into A Hole
Newmont: The Bottom Is In For Gold
Sentiment Speaks: Gold And Silver May Be The Outperforming Assets For 2023
Capital One: Danger, Will Robinson, Danger!
Sentiment Speaks: $2,428 Target For Gold

Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing.

Subscribe to Courage & Conviction Investing's Second Wind Capital

Transcripts on Seeking Alpha

ADES Advanced Emissions Solutions, Inc.
Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1s
Will the Advanced Emissions Solutions rebound continue?
Advanced Emissions Solutions to merge with Arq

Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.

• Subscribe to The Market Pinball Wizard

Transcripts on Seeking Alpha

Show Notes:
Swallowed By Giants: Newmont And Newcrest Mining
Sentiment Speaks: Silver May Explode
Sentiment Speaks: Here Is The Set Up For A Fast 10% Rally In Gold
S&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi Gilburt
The Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard)

Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00).

Episode transcripts on Seeking Alpha

Show Notes:
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
United States Loses Top Rating At Fitch
United States loses top rating at Fitch; long-term IDR cut to AA+
S&P 500 Rally, DIA Vs. QQQ, Perma-Realism And Tech Giants' Important Earnings
Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep

Alex King runs Cestrian Capital Research and Growth Investor Pro. He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro).

Subscribe to Alex King's Growth Investor Pro

Full transcripts on Seeking Alpha

Show Notes:
We Rate Intel Stock At Accumulate Because It's Not About The Numbers
INTC Intel Corporation
Post-Earnings Accumulation List With Alex King (Growth Investor Pro)
Wall Street Lunch: China-U.S. Chip War Heats Up
Amazon Stock Offers Technical Upside, But We Find The Company Fundamentally Unexciting
QQQ ETF Forecast For 2023: What To Watch For
Bullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A Year
TSLA Tesla, Inc.
Microsoft Stock: Potential For All-Time Highs Within 12 Months

Victor Dergunov, The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov.

Subscribe to The Financial Prophet

Transcripts on Seeking Alpha

Show Notes:
Finally, Disney Is Dirt Cheap
Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point'
The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript
Disney Continues To Gamble On Sports As Overall Business Continues To Seek Identity

Matthew Tuttle and Rob Isbitts discuss watching the charts and whether it's time to sell (1:25). Oil and why inflation may be rekindled (6:50). Concerns about upcoming debt issues (8:20) and why Matthew's portfolio is entirely in T-bills right now (15:20).

Show Notes:
S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
The Magnificent Seven Or The Mediocre Seven?
Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts


Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00).

Subscribe to Austin's Cash Flow Freaks investing group

Show Notes:
SPYI: Outperforming Both JEPI And XYLD In 2023
SPYI: Superior To JEPI In Every Single Way
Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)
As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy Taraboulsi
Broadcom quant ratings

Episode transcripts

Austin Hankwitz on TikTok

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Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).

Show Notes:
Top 10 Stocks For 2023 With Head Of Quant Steven Cress
Top 10 Stocks For H2 2023
AI Disrupts Industries: 3 Tech Stocks To Buy
Quant Ratings Explained


Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).

Subscribe to Crypto Waves

Show Notes:
Cryptocurrencies And Elliott Wave Analysis With Ryan Wilday
Where's Bitcoin Going In The Second Half Of 2023?
3 Altcoins To Consider In 2023
Revisiting BITO And GBTC Before The Coming Bull Market In Bitcoin
How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter


Episode transcripts

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Rob Isbitts and Matthew Tuttle discuss China's disappointing economic data (3:50), and a key level in long-term resistance on 10 year U.S. Treasury yield (8:20). Market timing (24:30) trading updates, portfolio offense and defense (30:00).

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Show Notes:
Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbitts
China's industrial production, retail sales grow less than expected in July
Watching Yields, Soft Landing And Extending Bond Durations
Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).

Episode transcripts

Chris' investing group, Sifting the World

Show Notes:
A New Trade Alert With Chris DeMuth Jr. (Sifting The World)
FTC Vs. Microsoft: FTC Wins
Microsoft, Activision, And El Diablo
Activision Calls Could Pop But...

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

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)

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss sudden opportunities in the AI space given the recent pullback. We discuss Nvidia’s (NVDA) one good value metric (3:25), the top 3 buy-the-dip opportunities (5:28) and how Quant Ratings spied Foot Locker’s (FL) problems (13:05).

Show Notes
Top 3 AI Stocks: Buy The Dip
Top 10 Stocks For H2 2023
Five metrics for AI trendspotting



Episode transcripts

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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).

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)

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)