The Pragmatic Investor

My guest today is Michael Howell , the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation. Expect to learn: * How Trump’s presidency will affect markets in 2025 * The outlook for liquidity * Risks to global liquidity as debt refinancing comes due * Best assets to hold...

Investment Grade Analysis 20% Discount "The Pragmatic Investor" featuring guest Alejandro Yela , a writer on Substack known as The Hermit. The conversation revolves around Alejandro's approach to investing, his background, and his experiences in the financial world. Alejandro shares insights into his investment strategies, particularly his approach to deploying capital during specific periods. He...

Investment Grade Analysis 20% Discount https://www.seekingalpha.link/34TNL7J/2QZRGT/ My guest today is Michael Howell, the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation. Not only did we discuss liquidity, but also the dollar system, Bitcoin, the outlook for the r...

My guest today is Nader, a fellow trader and content creator. The Ethereum ETF will probably be approved soon, and there are talks of a Solana ETF in the works too. Solana has seen a massive rally since the lows, and a lot of people believe it could even overtake Ethereum. Which is the better buy now? In this episode, we talk about Ethereum and Solana and our expectations for the future. We then a...

After another blowout quarter by $NVDA, the AI narrative is in full swing again. But is there still money to be made here? How will NVDA and the AI market fare if the economy slows down? And what can we expect from the US economy and stock market in 2024? I discussed all this with Amrita Roy , who is incredibly knowledgeable when it comes to macro and technology. I thoroughly enjoyed this conversa...

My Guest today is My Weekly Stock , a fellow author and technical analyst. We sat down today to discuss MWS’s trading system. The indicators he looks at, how he manages risk and most importantly, how he fits in trading with a full-time job. MWS uses momentum trading in order to find good spots to enter and exit trades, but this is just one of many methods you can use. In order to trade successfull...

My guest today is George Robertson, who comes on for a second time to follow up on the ideas he shared with us three months ago. After closing in on 5000 SPX, much like he predicted, the question now is; what next? George takes a simple idea, the unprecedented amount of fiscal stimulus, and uses this to develop a robust and complex investment thesis. Today, we talked about GDP, fiscal stimulus, th...

My guest today is Gary from Dailytstockpicks, a fellow podcaster, YouTuber, substack author and investor. After finding Gary’s podcast, I thought it would be a great idea to bring him on to talk to us about his investment style, general market outlook and the tools he uses daily as a trader/investor. Gary is very knowledgeable when it comes to technical analysis, which he complements with fundamen...

My guest today is Ben, from  @morecryptoonline . He is a fellow Elliott Wave analyst and crypto investor. A lot has happened since our last chat about Bitcoin, with the world's first cryptocurrency breaking past $40,000. Is this a new bull market? How high can Bitcoin go? What are the best altcoins to invest in? These are only a few of the questions we covered today. I always enjoy talking to Ben....

00:00 Introduction 06:00 A Different Way Of Thinking 12:00 What really happened in the GFC? 25:00 A Secular Housing Shortage 32:00 Housing Market in 2024 47:00 The Fed Did Not Kill Inflation 01:10:00 How To Profit From Housing Kevin Erdmann is the author behind the Erdmann Housing Tracker . He is also the author of Building from the Ground Up: Reclaiming the American Housing Boom and Shut Out: How...

My guest today is Mike Fay , better known as the Heretic Speculator. With the altcoin market starting to show signs of life, I thought this would be a great chance to get Mike on the show since he is incredibly knowledgeable when it comes to crypto. We jumped straight into it, and I got Mike to share his thoughts on some specific cryptocurrencies. We then talked about the general crypto market, th...

Hello everyone, and welcome back to The Pragmatic Investor. My guest today is Amrita Roy, a fellow substack author, macro enthusiast and like-minded Pragmatist. Today, we had a great conversation about the outlook for the US economy. Starting with the big picture, Amrita tells us how the fiscal and monetary policies of the last ten years have led us to the predicament we find ourselves in today. W...

My guest today is tomthetrader, an investor with over 13 years of experience trading and analyzing markets. Tom is incredibly knowledgeable regarding TA and has some very interesting ideas about where the market sits right now and where we are heading. As the market makes new lows, investors are beginning to panic, which might be exactly what we need. Tom's combination of technical analysis with s...

My guest today is Kashyap Sriram. We had the pleasure of speaking a few weeks ago when his thread on the NVIDIA earnings went viral. Today, we got to revise this short thesis on NVDA, but we also covered A LOT more. We discussed the macro outlook for the US, the implications of war for investors, inflation, rates, monetary policy, gold Bitcoin and Austrian economics. I really enjoyed this conversa...

My guest today is George Robertson, a seasoned investor with plenty of experience in the industry. Everyone is concerned that higher rates will break stocks, but not George. The way he sees it, both rates and stocks will climb together, as they are a sign that NGDP will come in strong. The way George sees it, we could be at the beginning of a speculative phase, which will eventually turn into an a...

My guest today is Mike Fay, a fellow SA contributor, author of the Heretic Speculator and a like-minded "alternative thinker". We had a great conversation today about NVIDIA, the forces that control the market, the US dollar, gold and Bitcoin, geopolitics, politics, alternative investments and, most importantly, how to invest in this challenging environment. I really enjoyed this conversation with...

My guest today is Ben, a fellow Elliott Wave Theorist and Youtuber. We had a great conversation about the intricacies of EWT. How can EWT improve your trading and help manage risk? We also went in-depth about trading and investing in cryptocurrencies, which is Ben’s area of expertise. I got the chance to ask Bwn what he thinks about crypto in general, Bitcoin vs. the altcoins, his short and long-t...

My guest today is Trading Places Research, a fellow SA contributor and a real connoisseur of AI and the technology that powers it. TPR knows chip companies with incredible detail, which is why he came on today to discuss the Arm IPO. ARM sits at the heart of almost all chip manufacturing, which is why this IPO is incredibly important. But should investors buy ARM and what does this mean for other...

My Guest Today Is Kashyap Sriram. He is a fellow investor and content creator who recently went viral after posting a Twitter thread on NVIDIA. In the thread, he exposed some anomalies in NVIDIA’s earnings and share repurchases. Specifically, it seems quite clear now that the earnings beat was only possible thanks to nearly $3 billion in revenue, which the company has recognized but not been paid...

My guest today is Mike Zaccardi, a fellow financial writer and chart lover. We had a great conversation today about the outlook for markets as we enter what is historically the worst month for stocks. We began by discussing the recent JOLTS data and the outlook for rates and inflation. We then moved into a discussion on China and Japan, which have been making headlines in the past few weeks. Is th...

My guest today is Thomas from Investor Snippets. He has years of experience in the financial sector, having worked as an ETF wholesaler, and now runs https://investorsnippets.com/ , a free daily newsletter with bite-sized news on markets, stocks, and ETFs. We had a great conversation today, starting with his experience in ETF wholesaling. Thomas runs us through the ins and out of his day, the good...

My guest today is Ryan Wilday, an expert on Elliott Wave Theory and cryptocurrencies. We had a great conversation today about the state of the crypto market, altcoins, the outlook for Bitcoin and Ethereum, the timing of the current bull market and subsequent bear market, crypto miners, the divergence between stocks and crypto, precious metals, alternative investments and much more. I thoroughly en...

In this conversation with Michael, we talked about the recent tech earnings, going deep into the Alphabet (GOOGL) and SoFi (SOFI) results. As ad spending recovers, could this mean there will not be a recession? On the other hand, could SoFi be a good investment as it shows signs of profitability? Finally, what's going on with oil? We've seen a great rally in the last month, but Michael and...

(00:40) META earnings review (08:00) Bank of Japan changes YCC (15:40) Federal Reserve, ECB, PBOC (19:50) BABA and QFIN (21:45) Energy and inflation (24:20)  USO (26:40) UNG (29:00) GLD and SLV (32:00) Bitcoin (33:00) DXY (34:25 NDX and SPX This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe

The following are three interviews that I carried out for Seeking Alpha's Investing Experts Podcast: First off, a discussion with Zac and Garrett from Stockwaves about the outlook for markets based on Elliott Wave Theory: https://seekingalpha.com/article/4607590-risk-skews-to-downside-investor-sentiment-and-elliot-wave-theory-with-stock-waves Next, I talk with Mike Zaccardi about the macro out...