Investing Experts

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 Su...

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 Curr...

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 with transcripts on Seeking Alpha 3M: Positive Lawsuit Developments For This Cheap Dividend King 3M: Catalysts For A Potential Bankruptcy CashFlow...

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 with transcr...

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 Fr...

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...

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 l...

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 A...

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...

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 (47:0...

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: Subscribe to Green Growth Giants...

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. Get Access To The Data Driven Investor (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 winne...

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...

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. Get Access To Green Growth Giants (00:28) - What is the decarbonization economy? (03:42) - How investors should approach the lithium space...

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. Get Access To The Pragmatic Investor (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 gro...

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. Get Access To EPB Macro Research (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...

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: Julian's Investing Group: Best of Breed Grow...

The Market Pinball Wizard 's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30). This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard). View this episode's data and transcript on Seeking Alpha . Subscribe to The Market...

A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions. View this episode's data and transcript on Seeking Alpha . Subscribe to The Market Pinball Wizard Follow Avi Gilburt

Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space. Relevant Links: Get Access To Sifting The World Now Watch The I nnovate Webinar “Best New Idea: Innovate” Article ----- (01:15) - Chris’s Big Idea For 2023 Still Has Room To...

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings. Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40) Will AI disrupt search or will it benefit Google? (15:30) Bullish on Google (22:00) Meta's strong execution (32:20) Comparing and contrasting Roblox with Unity (44:40) Show Notes: Julian Lin on Seeking Alpha Best of Breed Growth Stocks Ki...

CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss: Launching Catalyst Hedge Investing (2:00) Coinbase not evolving from early mover status in crypto (12:35) Bitcoin a solution looking for a problem (17:00) Bearish on 3M - liabilities, dividend at risk (19:10) Special situation stocks (30:20) Charles Schwab makes money in unappreciated ways;...

Fed Trader 's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15) Fed doesn't realize how powerful it is - they're not listening enough. (6:50) Finding stocks on a bottoms up basis. (21:20) Why broad market performance follows Micron's stock movements. (26:24) Bearish on Tesla ( TSLA ) (28:00) Show Notes: Fed Trader Tesla: Company Risk If They Don't Sl...

JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows. Relevant Links: Get Access to Value and Momentum Breakouts Now ------ (00:...

Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega- tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skept...