Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks

26 apr 2024 · 43 min. 3 sec.

Descrizione

Rob Isbitts joins analysts https://seekingalpha.com/author/amrita-roy?source=ie_podcast:roundtable_discussion, https://seekingalpha.com/author/uttam-dey?source=ie_podcast:roundtable_discussion, Emma Johnston, aka https://seekingalpha.com/author/the-country-investor?source=ie_podcast:roundtable_discussion, and Mike Kehoe, https://seekingalpha.com/author/the-undercover-investor?source=ie_podcast:roundtable_discussion to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in...

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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 (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).

Show Notes:
EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
Sungarden Investment Publishing
Upside/Downside Tug Of War
Brown & Brown: Underwriting Strong Returns For Shareholders

Episode transcripts

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