Investing Experts

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)...

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: Su...

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 Yi...

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 Di...

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 conversat...

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 St...

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...

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...

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...

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...

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...

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...

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 por...

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...

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 therap...

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 Re...

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 Transc...

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...

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...

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 T...

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 . Free trial for James Foord's The Pragmatic Investor Episode transcripts on Seeking Alpha A Data Scienti...

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 Di...

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:...

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 1...