Investing Experts

Renowned investor  Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On B...

Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025  (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00). Show Notes: S&P 500: 6,000 By End Of 2024 - Sanjeev Sharma Show transcripts For full access to analyst ratings, stock quant scores and dividend grade...

The importance of asset allocation and how investors can achieve alpha, according to  James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). ( SDS ) and going short on impl...

Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30). Show Notes: Gold, Guns, And The Market: What Rising Tensions Really Mean For Your Portfolio The Crash Of 2025: One Chart That Will Flash A...

Tackling an interesting shift in the investment landscape with dividend ETF SCHD . What's fueling the momentum? (1:00) Can't ignore market context (6:25). Questions remain about SCHD (8:00). Show Notes: Dividend ETFs such as SCHD garner investor attention after 'Liberation Day' SCHD: A Good Pick For Investors Choosing Income Investing Over Growth Addressing SCHD's Collapse, Your Approach Needs To...

Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (1:10). Don't sleep on economic data (2:00). This is an excerpt from a recent Wall Street Breakfast episode . Show Notes: Apple earnings focus for investors leans beyond June quarter: Morgan Stanley Retail blockbuster: Amazon earnings this week could r...

Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15). Show Notes: CoreWeave: Luck Won't Cut It - Reiterate Sell Tesla: A Nuanced Bull/Bear Conversation Trump says he w...

Gold and silver expert Don Durrett contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30). Show Notes: Gold stocks: Seeking Alpha Analysts vs. Wall Street Gold & Silver: 3 Easy Picks, 2 Favorites And 4 ETFs Buying To The Bottom In Gold & Silver With Don Durrett Read our transcripts For full access to analyst ratings, stock quant...

A bull ( The Value Edge ) and bear ( Pacifica Yield ) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35) Show Notes: Tesla's Electric Dream Collapses As Carmaker Po...

Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings  (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30). Show Notes: The Market's Worst Fears Just Became Reality The Stock Market...

Samuel Smith from High Yield Investor  and Scott Kaufman from High Dividend Opportunities  discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20) Show Notes: The Biggest Retirement Regrets And How To Avoid Them How I'd...

How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45). Show Notes: The Dog Collar port...

Breaking down Nvidia stock given this week's much anticipated GTC event . Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI’s transformative impact on technology and computing (2:25).  Show Notes Semiconductor stocks sink ahead of Nvidia GTC Is The Force Still Strong With Nvidia? Read our transcripts For full access to analyst ratings, stock quant scores...

With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45)....

Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18) Read our transcripts Show Notes: Brace For...

Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months. Show Notes: Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 SPY, QQQ, And Bitcoin Bitcoin Vs. Gold: What Investors Should Know Keep...

Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor,  shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00). Contextualizing recent drops in Steve's top 20...

Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences , a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30:40). Show Notes: Psychedelic Stocks: Focus O...

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00).  Show Notes: Meb Faber Research Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 YouTub...

The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30). Sh...

Raul Shah from DocShah Financial  explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispire: Underfollowed, Undercovered, And Undi...

Sara Awad from Tech Stock Pros and investing group Tech Contrarians , explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Opportunity Reddit: Buying The Underdog For Its Pace O...

Alex King runs Growth Investor Pro and discusses hedging the QQQ , especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech,  published here with video and slides . Show Not...

According to Julian Lin , we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stocks Show Notes: Not A Bubble! Julian Lin On Tech's...

Claudia Sahm,  expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe to Sungarden YARP Portfolio Show Notes: Fed's pr...