Investing Experts

Rob Isbitts talks portfolio strategies , why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40). Show Notes: My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price) Embracing The Mania And Yield At A Reasonable Price IZRL: Long-Term Comeback Candidate, Strong Bu...

Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30). Show Notes: 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing JEPI: Much To Be Desired In 2024 SPYI: Outperforming Both JEPI And XYL...

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00). Show Notes: Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress Dividend Picks For Growth And Safety With Steven Cress Alpha Picks Episode transcripts Fo...

Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15) Show Notes: Wall Street Breakfast: Trust The Data January CPI Comes In Hot US2Y and US10Y jump to 2024 highs aft...

Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20). Show Notes: Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't Dead Paramount gains as Super Bowl audience surges to 126.6M viewers The Walt Di...

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar . Subscribe to J's Value In...

Nick Gastevich, aka CannaVestments , helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb , Trulieve , Curaleaf , Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast. Show Notes: Senate Democrats urge DEA to end marijuana restrictions co...

Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45). Show Notes: XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages JD Henning Cautious About 2024, An Unusual Year For Market Considerations 2024: The Year Of Living Dangerously My Top 3 YARP...

Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high p...

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

KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40). Episode transcripts Show Notes: Antero Resources: Buy The...

Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50). Subscribe to Chris' Sifting The World Episode transcripts Show Notes: SHF Holdings: My One Stock Chris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings Bullishness Chris DeMuth Talks Cannabis, SAFE Ba...

Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation . Subscribe to Avi's The Market Pinball Wizard Episode transcripts Show Notes: Gold: Ready For Blast-Off Sentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024 Sentiment Speak...

Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations . Episode transcripts Show Notes: Netflix reveals what we watched & for how long with new data set Disney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024...

Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation . Subscribe to Julian's Best of Breed Growth Stocks Show Notes: Palantir: The 'Nvidia Moment' Is Coming Google: One Of My Top Pick...

What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10) Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subs...

Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00). Episode transcripts Show Notes: Streaming Reality Vs. Fantasy With Dan Rayburn Breaking Down Paramount's Finances: N...

Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation . Subscribe to J's Value Investor's Edge Episode transcripts Show Notes: Tsakos Energy Navigation: Low Valuation With Significant Upside Potential Free...

Avi Gilburt says he's looking at the start of a major bear market but wonders if market gets 1 more high and why the next few weeks will likely give us the answer. (0:45) TLT , 2024 targets and what's taking shape in treasury market (5:30) Energy sector, bottoming out in USO (15:45) Bullish metals set-up (17:45) Episode transcripts Show Notes: Banking Crisis Likely On The Horizon - Are You Prepare...

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

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

Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation . Show Notes: Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett Best Of The Best List: My Favorite Gold And Silver Mining Stocks...

How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30). Show Notes: TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI Here's What My Option Portfolio Looks Like Now, And Why BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To...

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

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