The Pragmatic Investor

In this conversation with Mike Fay, we talked about the latest developments in the Ripple (XRP) case and its implications for Coinbase and the broader crypto market. We then talked about gold, which could be getting close to new all-time highs as the BRICs unveil their gold-backed currency. Finally, we talked about the macro outlook. When is the other shoe going to drop? Follow Mike: https://faybo...

Today I had the pleasure of speaking with Amit Kukreja. He is a fellow investor, Youtuber and a connoisseur of all things Palantir. We had a great conversation about why he is so bullish on Palantir, the outlook for AI, Palantir's growth and profitability, why Palantir has a moat, and we even discussed some of Amit's favourite books and resources when it comes to investing, I really enjoye...

Today I had the pleasure of talking to Ray Merola. He is a veteran investor who has written on Seeking Alpha for over 10 years. Ray is a contrarian investor who likes to buy stocks that the street hates. We had a great conversation about the fundamentals of investing, how to build a portfolio, the importance of management in a company, why Technical Analysis is not "voodoo", and so much...

(00:00) BTC ETFs (03:30) FedNow, a CBDC precursor? (05:30) Sticky PCE (06:40) Markets start listening (08:20) Hidden liquidity (09:30) SPX target (12:40)BTC outlook (14:40) GLD, SLV, COPX (18:40) IWM and EEM This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe

Today I had the pleasure of speaking with Michael Wiggins, back again for round 2 of our energy discussion. Michael went in-depth into explaining the three driving forces behind the higher price of energy thesis; Deglobalization, Digitalization and Decarbonization. We talked about the outlook for natural gas, nuclear energy and many other commodities. As always, it was a real pleasure to have Mich...

(00:00) Bank of England (02:00) Fed Policy (03:00)US PMI and upcoming macro data (04:45) DXY (06:00) Bitcoin, two possible paths. (12:00) SPX; how long can we go? (15:30) GLD (17:00) COPX (18:00) NDX (19:00) PLTR This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe

Today I had the immense pleasure of speaking with Brad Thomas. He is one of the most prolific writers on SA, author of one and soon, two books, and editor of the Forbes Real Estate Investor. In this conversation, we began by assessing the macro outlook for real estate. Will real estate crash? What about commercial real estate specifically? We also talked about how the Federal Reserve policy will a...

Today I had the pleasure of speaking with March Chandler, a fellow SS contributor, the Chief Market Strategist at Bannockburn Global Forex and the author of marctomarket.com We had a great conversation about US macro, Fed policy, International equities, China, the future of the dollar, gold and commodities and even crypto. Marc is incredibly knowledgeable, and I found myself agreeing with a lot of...

(00:00) Fed Policy Outlook (01:25) NDX TA and Outlook (05:20) Bitcoin (07:45) BlackRock ETF (09:15) Cardano (10:50) AGIX and XRP (13:30) HOOD and PLUG (16:00) Copper, Gold and Oil This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe

Today I was joined by fellow SA contributor Cameron Fen. He is a PhD student specialising in building AI for macro models. We had a great conversation about the technical aspects of AI, why Cameron thinks NVIDIA is overvalued and what the implications of AI technology are for the business world. Cameron also gave us his pick for the Pragmatic Investor Portfolio. Follow Cameron here: https://seekin...

Today I was joined by fellow SA contributor Zach Bristow. He is a fellow SA contributor with a background in the medical sector. We had a great conversation about healthcare equities, how AI and technology will affect the healthcare industry, the morality of healthcare, point and figure clouds, Ichimoku clouds, and also Zach's pick for the Pragmatic Investor Portfolio, Mettler-Toledo (MTD). I...

In this episode, I had the pleasure of speaking with Julian Lin. He is a fellow SA contributor and the author behind Best Of Breed Growth Stocks. Julian is an expert when it comes to REITs and the cannabis sector, which is what we talked about today. We also took some time to discuss Julian's pick for the Pragmatic Investor Portfolio, NewLake Capital Partners (NLCP) Follow Julian on Seeking Al...

Today I had the pleasure of speaking with Trading Places Research. He is a fellow SA contributor and the author behind the Long View Capital Investing Group. He is an expert when it comes to AI technology, and today we dived into the technical aspects of AI and GPUs, why NVDA is in such a great position right now, who its main competitors are, how to profit from AI, the macro outlook, banks, infra...

Weekly video update talking about the latest developments in global macro, equities and crypto. Don't forget to like and subscribe! Also, follow me on Seeking Alpha: https://seekingalpha.com/author/the-digital-trend 0:00 Yellen on X-date and banks 01:10 KRE Upxate and TA (Regional banks) 04:20 Still bullish 05:20 Powell on Inflation and rates 08:00 SPX Update 10:55 NDX Update 14:50 Bitcoin Upd...

Welcome to E6 of the Pragmatic Investor! Today I was joined by Michael Wiggins, author of Deep Value Returns on Seeking Alpha. He is an expert on energy, commodities and tech stocks. Today we talked about what the best sources of energy are for the coming decade, how to best profit from the coming dynamics in energy markets, what the best stocks are to own in natural gas and also Michael's tho...

Today I had the pleasure of talking to Lawrence Fuller. He is a veteran investor of 25 years, fellow contributor and Investing Group Leader on Seeking Alpha. Lawrence is very knowledgeable when it comes to macro and fundamental investing, and we had a great conversation about the current Fed policy, the outlook for inflation and growth and (lack of) potential for a recession. We also talked at len...

In today’s episode, I had the pleasure of speaking with Ryan Wilday. Ryan is a fellow SA contributor who specializes in trading/investing in cryptocurrencies using Elliott Wave Theory. I’ve been following Ryan for some time and can honestly say it was a pleasure having him on the show. What is EWT? Why should you use it? And how high can Bitcoin go? These are all questions we covered in the Podcas...

In this week’s podcast, I had the pleasure of speaking to Victor Dergunov. Victor considers himself a diversified investor, and we talked about various stocks and sectors, the economy and crypto. Amongst other things, he made a compelling argument for why Palantir could be a great long-term buy at these prices and also talked about why he is bullish on Gold, Silver and Bitcoin. 01:15: Victor intro...

In this episode, I had the pleasure of speaking with Mike Fay. Mike is an expert on Digital Assets and has his own Investment Community on Seeking Alpha. He is incredibly knowledgeable when it comes to crypto fundamentals, and in this conversation, we discussed Bitcoin, the Ethereum upgrade, altcoins, the macro outlook, and even select stocks. Check out Mike on SA: Blockchain Reaction Check me out...

Welcome to E1 of the Pragmatic Investor. Today I had the pleasure of talking to Brett Ashcroft Green, a fellow Seeking Alpha Contributor with a focus on value investing and self-indexing. Brett is well-versed in the teachings of classic value investors, such as Warren Buffett and Peter Lynch. However, he applies these timeless value principles to modern-day companies, finding value in "unlike...