High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)

Read episode transcripts

Show Notes:
High Yield Landlord
Stocks Lagging The Ongoing Market Reversal
What I Wish I Knew Before Buying REITs
High-Yielding Fast-Growers I Am Buying Hand-Over-Fist

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).

This is an excerpt from a recent webinar, What's Next For The Magnificent 7?

Read episode transcripts

Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy 
4 Best Defensive Stocks For A Potential Soft Landing 

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Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).

Show Notes:
Citibank And JPMorgan: Very Troubling Results For The Banking Industry
Newmont: Healthy Pullbacks Are A Good Thing
Tesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)
Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes Metals
How To Make Better Decisions In Any Financial Market

Read the transcript

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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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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

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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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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

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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

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

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

Episode transcripts on Seeking Alpha

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

Avi Gilburt 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)

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

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

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.

Read the transcript

Show Notes:
Wall Street Breakfast: End Of Winter
SEC at long last approves spot bitcoin ETFs
SEC approves spot ethereum ETFs in huge win for crypto world

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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

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

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

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

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?

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

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

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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

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 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

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).

Read the transcript

Show Notes:
Is The JEPI ETF Actually Worth It?
Beyond Saving
Rida Morwa

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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

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

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

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

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Episode transcripts on Seeking Alpha

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 https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith 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

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

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

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

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 https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith 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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Crypto Waves Founder Ryan Wilday joins James Foord, The Pragmatic Investor, to discuss the evolution of his Bitcoin thesis (0:30), why he prefers BITO to GBTC (2:00) and how he uses Elliott Wave analysis (8:05). Full episode originally published May 4, 2023 on The Pragmatic Investor.

Sign-up for free 14 day trials with Crypto Waves or The Pragmatic Investor

Investing Experts episodes https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith transcripts on Seeking Alpha

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

Ryan Wilday's Twitter

Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies  (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.

Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.

Show Notes:
Top 10 Stocks For 2024
GigaCloud Technology: Strong Buy With Short Squeeze Potential 
PDD Holdings: Offering High Growth, Strong Profits And Stability 
Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500 
Top 10 Stocks For H2 2023

Episode transcripts

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

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

Free 14 day trials with The Financial Prophet and The Pragmatic Investor

Investing Expert episodes https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith transcripts on Seeking Alpha

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

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

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 https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith transcripts
Beware: The Singularity Is Almost Here

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

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

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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 - https://seekingalpha.com/author/INVESTING-EXPERTS-PODCASTwith transcripts on Seeking Alpha

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:

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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.

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(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?

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:
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Subscribe to The Portfolio Architect

Investing Experts with Transcripts

The Pragmatic Investor Podcast

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.


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(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

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).

Show Notes:
Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
Powell Says Inflation Isn't The Only Concern
SA Sentiment sees rate cuts starting in September
3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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.

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(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.

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.

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(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?

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:
https://seekingalpha.com/author/JULIAN-LIN
Julian's Investing Group: Best of Breed Growth Stocks

Julian Lin on Seeking Alpha
https://seekingalpha.com/author/kirk-spano
Kirk's Investing Group: Margin of Safety Investing

Kirk Spano on Seeking Alpha

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