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

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

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

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

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

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

28 MAR 2024 · CashFlow Hunter on 3M's challenges and healthcare https://seekingalpha.com/news/4084177-3ms-healthcare-spinoff-solventum-begins-trading?source=ie_podcast:cashflow_hunter_pair_trading_3M (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner https://seekingalpha.com/article/4634665-why-cashflow-hunters-short-3m-and-long-iris-energy?source=ie_podcast:cashflow_hunter_pair_trading_3M - management has done a horrendous job (32:30). Another interesting pair trade (35:50). https://seekingalpha.com/checkout?service_id=mp_1427&source=ie_podcast:cashflow_hunter_pair_trading_3M Show Notes: https://seekingalpha.com/article/4673944-3ms-spinout-of-solventum-my-thoughts-on-newco-and-oldco?source=ie_podcast:cashflow_hunter_pair_trading_3M https://seekingalpha.com/article/4679157-new-york-community-bancorp-follow-the-smart-and-connected-money?source=ie_podcast:cashflow_hunter_pair_trading_3M https://seekingalpha.com/article/4606710-how-to-short-stocks-bitcoin-miners-energy-picks-and-a-high-conviction-play-with-kirk-spano-and-cashflow-hunter?source=ie_podcast:cashflow_hunter_pair_trading_3M https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:cashflow_hunter_pair_trading_3M 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:cashflow_hunter_pair_trading_3M

27 MAR 2024 · Amrita Roy, https://seekingalpha.com/author/amrita-roy?source=ie_podcast:upside_downside_tug_of_war, joins https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:upside_downside_tug_of_war 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 https://seekingalpha.com/symbol/TLT?source=ie_podcast:upside_downside_tug_of_war (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40). Show Notes: https://seekingalpha.com/article/4678722-gitlab-presents-a-great-buying-opportunity-post-earnings-sell-off-rating-upgrade?source=ie_podcast:upside_downside_tug_of_warhttps://seekingalpha.com/article/4678508-pinterest-stock-great-dip-buying-opportunity-amidst-strong-fundamentals?source=ie_podcast:upside_downside_tug_of_war https://seekingalpha.com/article/4660916-zscaler-stronger-margins-and-wider-enterprise-adoption-will-drive-sustainable-gains-in-market-share?source=ie_podcast:upside_downside_tug_of_war https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:upside_downside_tug_of_war 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:upside_downside_tug_of_war

20 MAR 2024 · 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 (14:55). https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:jared_dillian_market_sentiment_private_equity_big_bubble 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:jared_dillian_market_sentiment_private_equity_big_bubble

13 MAR 2024 · Jon Wolfenbarger talks to investors about looking at the https://seekingalpha.com/author/jon-wolfenbarger?source=ie_podcast:understanding_bull_bear_market_cycles, 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 this environment (45:30). https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:understanding_bull_bear_market_cycles Show Notes: https://seekingalpha.com/article/4671474-is-it-1929-deja-vu-all-over-again?source=ie_podcast:understanding_bull_bear_market_cycles https://seekingalpha.com/article/4661073-fed-talking-about-rate-cuts-they-likely-see-recession-coming?source=ie_podcast:understanding_bull_bear_market_cycles https://seekingalpha.com/article/4674399-david-trainer-likes-energy-jpmorgan-over-s-and-p-uber-tesla-plus-nvidia-too-expensive?source=ie_podcast:understanding_bull_bear_market_cycles 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:understanding_bull_bear_market_cycles