Copertina del podcast

Investing Experts

  • There will be great opportunities to buy this market, but not right now - Michael Kramer

    15 MAG 2024 · Michael Kramer, who runs https://seekingalpha.com/marketplace/1076-reading-the-markets/subscribe?source=ie_podcast:not_right_now_michael_kramer, 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) https://seekingalpha.com/news/4095263-japan-yen-strengthens-suspected-intervention-tokyo?source=ie_podcast:not_right_now_michael_kramer and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40). Show Notes: https://seekingalpha.com/article/4690743-sp-500-earnings-season-suggest-a-dire-2024-forecast?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/article/4691923-stagflation-delivered?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/news/4106556-stocks-rise-as-road-to-feds-2-inflation-target-looks-less-bumpy-after-cpi-data?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:not_right_now_michael_kramer For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:not_right_now_michael_kramer https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:not_right_now_michael_kramer
    35 min. 47 sec.
  • Capital imbalances and why David Daglio is a reformed value investor

    10 MAG 2024 · David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long https://seekingalpha.com/symbol/US10Y?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor, 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 capital spending experiment (21:10). US vs the rest of the world (28:20). Show Notes: https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/news/4101058-copper-retakes-10kton-as-bullish-goldman-sees-potential-stockout-risk?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/news/4104388-asia-pacific-markets-mixed-tracking-gains-on-wall-street-hong-kong-stocks-hit-8-month-high?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://twinfocus.com/article/q1-2024-commentary/?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor
    37 min. 26 sec.
  • Nvidia and tech stock paradoxes with Joe Albano

    2 MAG 2024 · 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 https://seekingalpha.com/article/4683737-ai-tiers-and-taking-profits-in-tech-with-joe-albano-tech-cache?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano. https://seekingalpha.com/mp/1133-tech-cache/subscribe?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano Show Notes: https://seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano https://seekingalpha.com/symbol/NVDA/earnings?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano
    11 min. 55 sec.
  • Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks

    26 APR 2024 · 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 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: https://seekingalpha.com/article/4680630-eww-well-diversified-mexico-etf-still-looking-up?source=ie_podcast:roundtable_discussion https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:roundtable_discussion https://seekingalpha.com/article/4680795-upsidedownside-tug-of-war?source=ie_podcast:roundtable_discussion https://seekingalpha.com/article/4684287-brown-and-brown-underwriting-strong-returns-for-shareholders?source=ie_podcast:roundtable_discussion https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:roundtable_discussion For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:roundtable_discussion
    43 min. 3 sec.
  • Reddit - Julian Lin's top conviction idea

    25 APR 2024 · 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). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10). https://seekingalpha.com/checkout/mp_1318?avoid_pp=true&source=ie_podcast:reddit_julian_lin_top_conviction_idea Show Notes: https://seekingalpha.com/article/4679113-reddit-stock-ipo-rise-of-the-memes-strong-buy-rating-60-pt?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/article/4659793-julian-lin-on-palantir-google-meta-and-apple?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/symbol/RDDT?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reddit_julian_lin_top_conviction_idea For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:reddit_julian_lin_top_conviction_idea
    31 min. 50 sec.
  • Equity investing is about the way things are, not the way things should be

    22 APR 2024 · Rob Isbitts runs https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:equity_investing_about_way_things_are 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: https://seekingalpha.com/article/4683812-dow-where-long-term-and-short-term-investing-collide?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4677361-60-40-investing-a-forward-looking-analysis?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4681215-3m-perfect-example-of-why-stock-ratings-are-overrated?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4653465-portfolio-construction-options-and-covered-call-etf-vulnerability?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:equity_investing_about_way_things_are For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:equity_investing_about_way_things_are
    34 min. 24 sec.
  • Magnificent 5 or 7? Earnings preview with Steven Cress

    21 APR 2024 · Seeking Alpha's Head of Quantitative Strategies, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 https://seekingalpha.com/article/4684782-earnings-blitz-includes-tesla-microsoft-google-meta-and-visa?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress 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, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: https://seekingalpha.com/article/4684571-webinar-replay-quant-research-earnings-preview-of-the-mag-6?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress. Show Notes: https://seekingalpha.com/article/4684338-magnificent-7-earnings-preview-sa-quant?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4613330-toyota-stock-trumps-tesla?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4684961-wall-street-brunch-megacaps-highlight-big-earnings-week?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4659711-top-10-stocks-for-2024?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4556368-2023-meta-could-see-another-70-percent-downside?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress
    44 min. 9 sec.
  • Buying to the bottom in gold & silver with Don Durrett

    18 APR 2024 · Don Durrett talks the 3.5 year correction in gold and silver miners and passing https://seekingalpha.com/news/4090758-silver-outgaining-gold-ytd-set-for-second-highest-market-deficit-in-20-years-report?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett levels in gold and silver (0:55). Portfolio https://seekingalpha.com/author/don-durrett?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10). https://seekingalpha.com/checkout/mp_1430?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett Show Notes: https://seekingalpha.com/article/4682862-jaguar-mining-an-undervalued-mid-tier-gold-producer?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett https://seekingalpha.com/article/4676235-gdx-vs-gdxj-which-gold-miner-etf-better?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett https://seekingalpha.com/article/4654313-gold-and-silver-don-durretts-3-easy-picks-2-favorites-and-4-etfs?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett https://seekingalpha.com/article/4638686-gold-silver-and-why-all-mining-stocks-are-speculative-investments-with-don-durrett?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:buying_to_bottom_gold_silver_don_durrett
    37 min. 30 sec.
  • AI tiers and taking profits in tech with Joe Albano, Tech Cache

    15 APR 2024 · Joe Albano runs Tech Cache and gives his https://seekingalpha.com/author/joe-albano?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache 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). https://seekingalpha.com/marketplace/1133-tech-cache/subscribe?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache Show Notes: https://seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache https://seekingalpha.com/article/4625293-amd-and-nvidia-engagements-versus-invoices?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache https://seekingalpha.com/article/4682220-micron-gnashing-of-teeth-as-the-best-upcycle-develops-rating-downgrade?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:ai_tiers_taking_profits_joe_albano_tech_cache
    42 min. 28 sec.
  • Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing

    4 APR 2024 · Courage & Conviction Investing https://seekingalpha.com/author/courage-conviction-investing?source=ie_podcast:carvana_buzzfeed_encore_wire why the market doesn't understand Vroom and Carvana (0:45). https://seekingalpha.com/symbol/BZFD?source=ie_podcast:carvana_buzzfeed_encore_wire dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts https://seekingalpha.com/article/4675681-small-cap-nuance-with-courage-and-conviction-investing?source=ie_podcast:carvana_buzzfeed_encore_wire. https://seekingalpha.com/checkout/mp_1132?source=ie_podcast:carvana_buzzfeed_encore_wire Show Notes: https://seekingalpha.com/article/4519733-carvana-co-cracking-the-code-part-2-the-contrarian-bull-case?source=ie_podcast:carvana_buzzfeed_encore_wire https://seekingalpha.com/article/4674415-encore-wire-raising-my-price-target-to-300-as-the-shorts-are-trapped?source=ie_podcast:carvana_buzzfeed_encore_wire https://seekingalpha.com/article/4637560-stay-hungry-stay-foolish-small-cap-strategies-with-courage-and-conviction-investing?source=ie_podcast:carvana_buzzfeed_encore_wire https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:carvana_buzzfeed_encore_wire For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:carvana_buzzfeed_encore_wire
    18 min. 53 sec.
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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