Best Jonah Raymond Podcasts (2024)

1
Be slower to sell your winners and quicker to sell your losers - Logan Kane 27:23

2h ago27:23

27:23

Why IPOs are the best and the worst investment according to Logan Kane (0:40). How can behavioral finance make us better investors? (2:05) When should investors cut their losses and close out profits (10:30). IRAs, tax advantages and constructing a portfolio (20:00). What to buy in a bear market (21:25). Best metric for high quality small caps (25:…

1
Tech bull market just getting started - Dan Ives 34:58

1h ago34:58

34:58

Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest …

1
The top we strike could be a very long-term market top - Avi Gilburt 38:22

1h ago38:22

38:22

Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (…

1
New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper 31:52

27m ago31:52

31:52

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk'…

1
Jonah Edelman: Embracing Legacy in Leadership 18:40

18d ago18:40

18:40

Jonah Edelman, co-founder of Stand for Children, recounts his transformative journey from resisting his family's legacy to embracing it, spurred by personal experience and his mother Marian Wright Edelman’s guidance and support. Reflecting on his 28-year tenure leading Stand for Children and his dramatic shift in perspective during that time, Jonah…

1
Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities 32:52

8d ago32:52

32:52

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch o…

1
Top 10 stocks 2nd half 2024 with Steven Cress 54:19

19d ago54:19

54:19

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…

1
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in 33:48

13d ago33:48

33:48

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…

1
Steven Bavaria takes investors inside the income factory 37:18

14d ago37:18

37:18

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…

1
Date your stocks, don't marry them - Jonah Lupton 44:50

13d ago44:50

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…

1
3 best summer travel stocks with Steven Cress 31:58

1M ago31:58

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…

1
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility. 46:15

1M ago46:15

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…

1
REITs are a deep value opportunity - Hoya Capital 23:24

1M ago23:24

23:24

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…

1
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024 31:28

1M ago31:28

31:28

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…

1
Market anxiety, risk repricing and holding cash 8:27

22d ago8:27

8:27

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…

1
Nvidia as religion and why we're due for a substantial correction 7:24

23d ago7:24

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 …

1
Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress 35:33

1M ago35:33

35:33

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 …

1
Dividend and growth stocks for an overvalued market with David Alton Clark 39:31

1M ago39:31

39:31

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…

1
Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday 35:32

1M ago35:32

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…

1
NewLake Capital, IIPR and cannabis REITs 9:03

2M ago9:03

9:03

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…

1
Top quant stocks across 11 market sectors with Steven Cress 38:17

2M ago38:17

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…

1
Event-driven strategies, commodities, and writing options with Asif Suria 38:12

2M ago38:12

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…

1
Psychedelics closer to commercialization; Compass far and away the leader 13:51

2M ago13:51

13:51

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…

1
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold 32:21

2M ago32:21

32:21

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…

1
J Mintzmyer's note of caution on shipping 30:59

2M ago30:59

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…

1
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality 55:19

2M ago55:19

55:19

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…

1
There will be great opportunities to buy this market, but not right now - Michael Kramer 35:48

2M ago35:48

35:48

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). …

1
Capital imbalances and why David Daglio is a reformed value investor 37:27

2M ago37:27

37:27

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…

1
Nvidia and tech stock paradoxes with Joe Albano 11:56

3M ago11:56

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…

1
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks 43:04

3M ago43:04

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…

1
Reddit - Julian Lin's top conviction idea 31:51

3M ago31:51

31:51

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…

1
Equity investing is about the way things are, not the way things should be 34:25

3M ago34:25

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…

1
Magnificent 5 or 7? Earnings preview with Steven Cress 44:10

3M ago44:10

44:10

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…

1
Buying to the bottom in gold & silver with Don Durrett 37:31

4M ago37:31

37:31

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…

1
AI tiers and taking profits in tech with Joe Albano, Tech Cache 42:29

4M ago42:29

42:29

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…

1
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing 18:54

4M ago18:54

18:54

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…

1
CashFlow Hunter on pair trading, 3M and Iris Energy 45:25

4M ago45:25

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…

1
Upside/downside tug of war 37:02

4M ago37:02

37:02

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…

1
Jared Dillian on market sentiment and private equity's big bubble 27:42

5M ago27:42

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…

1
Understanding bull and bear market cycles with Jon Wolfenbarger 50:38

5M ago50:38

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 …

1
S&P 500: 6,000 by end of 2024 - Sanjeev Sharma 16:45

5M ago16:45

16:45

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…

1
Small cap nuance with Courage & Conviction Investing 50:29

5M ago50:29

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…

1
Yimin Xu on bond market equilibrium and deciphering Fed rationale 33:43

5M ago33:43

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…

1
David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive 36:31

5M ago36:31

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…

1
Don't rely on past performance 36:09

5M ago36:09

36:09

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…

1
If you can predict cash flow you can predict stock price - Austin Hankwitz 28:15

5M ago28:15

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…

1
Letting winners run - Steven Cress on Alpha Picks' outperformance 25:31

6M ago25:31

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…

1
Should we trust economic data? With Danielle DiMartino Booth 25:49

6M ago25:49

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 …

1
Super Bowl streaming, Disney deep dive and why numbers don't lie 54:15

6M ago54:15

54:15

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…

1
J Mintzmyer on Red Sea disruptions and 2 key shipping segments 41:53

6M ago41:53

41:53

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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