Investing Experts

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

2024 looks bullish to Chaim Siegel , who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50). Subscribe to Chaim's Fed Trader Show Notes: How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel Tesla: Company Ri...

Steven Cress , head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50) Show Notes Top Defensive Stocks For...

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

Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video) . Episode transcripts Show Notes From FAANG To FANG?: Economic Clarity Sought (Video) Market Celebrates Artificial Intelligence (Video) R...

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

Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10). Subscribe to Ian's Inside Corner Show Notes: Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat Mexican Stocks Hit 8-...

Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast. Episode transcripts For full access to analyst ratings, stock qua...

CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy . Subscribe to Catalyst Hedge Investing Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend...

Steven Cress , head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40). Show Notes Dive Into Dividends: 14 Must-Ha...

Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10). Subscribe to Don's Gold & Silver Mining Ideas (Free 14 day trial!) Transcripts on Seeking Alpha Show Notes:...

Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio ( STNG ) and Tsakos ( TNP ) (17:30), and how macro concerns are weighing on stocks (25:35). Subscribe to J's Value Investor's Edge Transcripts on Seeking Alpha Show Notes: Why I Am Very Bullish On Selective Tanker Stocks Top Picks For Today's Product Tanker Market Webinar...

Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45). Subscribe to Chris' Sifting The World Episode transcripts on Seeking Alpha Show Notes: Why Chris DeMuth Jr. Likes Activision, Oil & Gas + Innovate Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr. T...

Courage & Conviction Investing shares why small cap investors should stay hungry and foolish (2:50), why he's never been longer on Advanced Emissions Solutions (13:50) and strategies around Red Robin, Farmer Brothers, Daktronics and Yield10 Bioscience (33:35). Subscribe to Courage & Conviction Investing's Second Wind Capital Transcripts on Seeking Alpha Show Notes: Small Cap Alpha, Commodi...

Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered call ETFs (11:25). Transcripts on Seeking Alpha Show Notes: Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle SPY, QQQ, ARKK, Oil Conspire To Point To A High...

Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs . Subscribe to 420 Investor Subscri...

CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10). Subscribe to CashFlow Hunter's Catalyst Hedge Investing Transcripts on Seeking Alpha Show Notes: How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter 3M Bull/Bear Thesis With CashFlow Hunter And Br...

Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25). Transcripts on Seeking Alpha Show Notes: Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much? SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems XHB: Sell Rating Issued, As Homebuildi...

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 Ma...

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 Industr...

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 tre...

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 Navig...

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 D...

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/su...

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...