Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast
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Pounding The Table A podcast by Avi Mash, Joey Solitro and Anthony Ohayon about The Stock Market, The Art of Options Trading. Each week we take a look at the news and interpret the impact on the financial markets. Support this podcast: https://anchor.fm/poundingthetable/support
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1
Date your stocks, don't marry them - Jonah Lupton
44:50
44:50
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44:50
Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37…
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1
Top 10 stocks 2nd half 2024 with Steven Cress
54:19
54:19
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Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05…
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1
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in
33:48
33:48
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Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tec…
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1
Steven Bavaria takes investors inside the income factory
37:18
37:18
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Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:4…
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1
3 best summer travel stocks with Steven Cress
31:58
31:58
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31:58
Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar. Check ou…
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1
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.
46:15
46:15
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46:15
How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale…
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1
REITs are a deep value opportunity - Hoya Capital
23:24
23:24
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Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30). Learn more about Hoya Capit…
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1
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024
31:28
31:28
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J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here. J Mintzmyer's Value Investor's Edge Show N…
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1
Market anxiety, risk repricing and holding cash
8:27
8:27
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Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50). Reading The Markets by M…
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1
Nvidia as religion and why we're due for a substantial correction
7:24
7:24
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7:24
Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00) Subscribe to Joe Albano's Tech Cache Show Notes: Switzerland Cuts Rates Again As Fed Holds Steady AI Tiers And Taking Profits …
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1
Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress
35:33
35:33
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Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an …
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1
Dividend and growth stocks for an overvalued market with David Alton Clark
39:31
39:31
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David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on o…
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1
Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday
35:32
35:32
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35:32
Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30) Show Notes: Ethereum Can't Seem To Catch Bitco…
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Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast. Show Notes: My Top Pick: NewLake Cap…
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1
Top quant stocks across 11 market sectors with Steven Cress
38:17
38:17
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38:17
Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and rea…
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1
Event-driven strategies, commodities, and writing options with Asif Suria
38:12
38:12
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38:12
Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29…
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1
Psychedelics closer to commercialization; Compass far and away the leader
13:51
13:51
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Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and d…
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1
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
32:21
32:21
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Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40). Subscribe to Victor's investing group, The…
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1
J Mintzmyer's note of caution on shipping
30:59
30:59
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30:59
Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what F…
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1
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
55:19
55:19
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Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bit…
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1
There will be great opportunities to buy this market, but not right now - Michael Kramer
35:48
35:48
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Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). …
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1
Capital imbalances and why David Daglio is a reformed value investor
37:27
37:27
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David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge…
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1
Nvidia and tech stock paradoxes with Joe Albano
11:56
11:56
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11:56
Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode. Subscribe to Joe's Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May No…
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1
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
43:04
43:04
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43:04
Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (2…
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1
Reddit - Julian Lin's top conviction idea
31:51
31:51
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Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddi…
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1
Equity investing is about the way things are, not the way things should be
34:25
34:25
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34:25
Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20). Show Notes: Dow: Where Long-Term And Short-Term Investing Collide 60/40 Invest…
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1
Magnificent 5 or 7? Earnings preview with Steven Cress
44:10
44:10
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Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Ap…
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1
Buying to the bottom in gold & silver with Don Durrett
37:31
37:31
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Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10). Subscribe to Don's Gold & Silver Mining Ideas Show Notes: Jaguar Mining: An Undervalued Mid-Tier Gold Producer GD…
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1
AI tiers and taking profits in tech with Joe Albano, Tech Cache
42:29
42:29
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Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15). Subscribe to Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Grow…
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1
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
18:54
18:54
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Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode. Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Carvana Co.: C…
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1
CashFlow Hunter on pair trading, 3M and Iris Energy
45:25
45:25
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45:25
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50). Subscribe to CashFlow Hunter's Catalyst Hedge Investing Show Notes: 3M's Spin-Out Of Solventum - My…
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Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40). Show Notes: GitLab Presents A Great Buying Opportunity Post Earning…
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1
Jared Dillian on market sentiment and private equity's big bubble
27:42
27:42
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27:42
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (1…
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1
Understanding bull and bear market cycles with Jon Wolfenbarger
50:38
50:38
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50:38
Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors to profit is to buy inverse ETFs (39:25). Stocks that make sense in …
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1
S&P 500: 6,000 by end of 2024 - Sanjeev Sharma
16:45
16:45
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Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20). Show Notes: S&P 500 Prediction For 2024: 6,000 By Year End S&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposabl…
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1
Small cap nuance with Courage & Conviction Investing
50:29
50:29
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50:29
Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30). Show Notes: Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Pol…
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1
Yimin Xu on bond market equilibrium and deciphering Fed rationale
33:43
33:43
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33:43
Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15). Show Notes: Will This Market Go Higher T…
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1
David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
36:31
36:31
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36:31
David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05). Show Notes: Uber A Zombie Stock; Ford, GM Have Scalability And Expertise Tesla Q2 Earnings Confirm Our Thesis, It Is One Of Th…
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Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40). Show Notes: My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price) Embracing The Mania And Yield At A Reasonable Pr…
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1
If you can predict cash flow you can predict stock price - Austin Hankwitz
28:15
28:15
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28:15
Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30). Show Notes: 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing JEPI: Much To Be Desired…
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1
Letting winners run - Steven Cress on Alpha Picks' outperformance
25:31
25:31
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25:31
Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00). Show Notes: Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress Dividend Picks For Growth And Safety Wi…
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1
Should we trust economic data? With Danielle DiMartino Booth
25:49
25:49
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25:49
Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15) Show Notes: Wall Street Breakfast: Trust The Data January CPI …
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1
Super Bowl streaming, Disney deep dive and why numbers don't lie
54:15
54:15
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Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20). Show Notes: Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't DeadParamount gains as Super B…
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1
J Mintzmyer on Red Sea disruptions and 2 key shipping segments
41:53
41:53
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J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha'…
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1
5 cannabis stocks and how retail investors should navigate the industry
18:54
18:54
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Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast. Show Notes: Senate Democ…
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Embracing the mania and yield at a reasonable price
44:59
44:59
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44:59
Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45). Show Notes: XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages JD Henning Cautious About 2024, An Unusual Year For Market Considerations …
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1
Biotech and pharma diversification pays off
44:19
44:19
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44:19
Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for th…
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1
JD Henning cautious about 2024, an unusual year for market considerations
36:07
36:07
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36:07
JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15). Episode transcripts Show Notes: Webinar Replay:…
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1
KCI Research on REITs, dividends and contrarian investing
43:57
43:57
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KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40). Episode …
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1
Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas
22:37
22:37
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Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50). Subscribe to Chris' Sifting The World Episode transcripts Show Notes: SHF Holdings: My One Stock Chris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holding…
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