Leader of Green Growth Giants, Owen Clendenin, dives into everything about Lithium in this episode. We cover the companies he says are doing business the best, who has the best management team, and he shares what investors need to watch for each earnings call. Get Access To Green Growth Giants (00:28) - What is the decarbonization economy? (03:42) - How investors should approach the lithium space (05:54) - The source of lithium for major companies (07:28) - Where to invest in the lithium industr...
May 16, 2023•29 min•Ep. 55
The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season. Get Access To The Pragmatic Investor (00:49) M2 Money Supply and Inflation. (03:31) Fed's pause and pivot. (08:39) Real assets and gold. (11:22) Is crypto a real asset? (14:22) Bitcoin investments and congestion. (18:30) Palantir's recent growth and potential....
May 12, 2023•21 min•Ep. 54
EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more. Get Access To EPB Macro Research (00:36) - Inflation numbers are in! (02:49) - How long will The Fed need to keep rates high? (04:28) - Should you be fully invested right now (06:41) - Was this last earnings season the “last good quarter”? (09:40) - The overall gu...
May 11, 2023•30 min•Ep. 53
Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks. Is Microsoft fairly valued? (0:28) Why is Microsoft pumping AI so hard? (7:20) Bing, ad revenue and Google (10:30) Contextualizing Meta's parabolic moves (14:10) Show Notes: Julian's Investing Group: Best of Breed Growth Stocks Julian Lin on Seeking Alpha Kirk's Investing Group: Margin of Safety Investing Kirk Spano ...
May 10, 2023•23 min•Ep. 52
The Market Pinball Wizard 's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30). This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard). View this episode's data and transcript on Seeking Alpha . Subscribe to The Market Pinball Wizard Follow Avi Gilburt...
May 08, 2023•15 min•Ep. 51
A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions. View this episode's data and transcript on Seeking Alpha . Subscribe to The Market Pinball Wizard Follow Avi Gilburt...
May 05, 2023•32 min•Ep. 50
Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space. Relevant Links: Get Access To Sifting The World Now Watch The I nnovate Webinar “Best New Idea: Innovate” Article ----- (01:15) - Chris’s Big Idea For 2023 Still Has Room To Run (08:40) - The New Event-Driven Trading Idea (30:02) - Short and Long Positions in Crypto (35:29...
May 03, 2023•37 min•Ep. 49
Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings. Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40) Will AI disrupt search or will it benefit Google? (15:30) Bullish on Google (22:00) Meta's strong execution (32:20) Comparing and contrasting Roblox with Unity (44:40) Show Notes: Julian Lin on Seeking Alpha Best of Breed Growth Stocks Kirk Spano on Seeking Alpha Margin of Safety Investing Seeking Alpha Investing Groups Seeking Alpha Pr...
May 02, 2023•58 min
CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss: Launching Catalyst Hedge Investing (2:00) Coinbase not evolving from early mover status in crypto (12:35) Bitcoin a solution looking for a problem (17:00) Bearish on 3M - liabilities, dividend at risk (19:10) Special situation stocks (30:20) Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20) Show Notes: CashFlow Hunter on Seeking Alpha C...
May 01, 2023•41 min•Ep. 47
Fed Trader 's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15) Fed doesn't realize how powerful it is - they're not listening enough. (6:50) Finding stocks on a bottoms up basis. (21:20) Why broad market performance follows Micron's stock movements. (26:24) Bearish on Tesla ( TSLA ) (28:00) Show Notes: Fed Trader Tesla: Company Risk If They Don't Slow Factory Growth Seeking Alpha Investing Groups Seeking Alpha Premium and PRO...
Apr 27, 2023•48 min•Ep. 46
JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows. Relevant Links: Get Access to Value and Momentum Breakouts Now ------ (00:25) - Fed Meeting Next Week. What’s The Reaction? (03:50) - Positioning For The Market Move For The ...
Apr 25, 2023•26 min•Ep. 45
Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega- tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skepticism about a soft landing (17:00). Show Notes: Steven Cress on Seeking Alpha Quant Ratings Explaine...
Apr 21, 2023•26 min•Ep. 44
Kirk Spano returns to discuss Fed rhetoric and interest rates (3:00) Recent bank earnings, what it means for the financial sector (8:15) Options and retail investing (17:10) Charles Schwab absorbing TD Ameritrade a big deal nobody's talking about (23:40) Charting Bitcoin's course (31:15) Stock-picking strategy - different metrics for different sectors (45:30) and strong energy - and space - stocks (58:31). Show Notes: Kirk Spano on Seeking Alpha Margin of Safety Investing Dilution And M&A Co...
Apr 15, 2023•1 hr 9 min•Ep. 43
Ryan Wilday, the founder of Crypto Waves Investing Group, lays out his support and price target for Bitcoin and Ethereum. He provides insight into the trading strategy they use, and touches on the correlation of Ethereum and Bitcoin with alt-coins. Relevant Links: Get Your Free 14 Day Trial Of Crypto Waves Here Is Bitcoin Starting To Trend Higher? ------ (00:49) - What is the state of Bitcoin? (07:03) - What is the current correlation between Bitcoin and Ethereum? (08:39) - Ryan's history of tra...
Apr 05, 2023•26 min•Ep. 42
It might surprise investors that tech has been one of the best performing sectors this year. Julian Lin runs Best of Breed Growth Stocks and discusses the tech sector's strong performance (1:40), properly valuing growth stocks (10:00), sector layoffs (14:40), and his top tech picks (25:10). Show Notes: Julian Lin on Seeking Alpha Best of Breed Growth Stocks Cannabis Growth Investor Seeking Alpha Investing Groups Seeking Alpha Premium and PRO...
Apr 04, 2023•47 min•Ep. 41
Kirk Spano, who runs Margin of Safety Investing , highlights small midcap opportunities, including regional banks. (4:00) - Inflation and its causes (13:40) - Post-petro dollar age will be good for U.S. (17:00) - Looking at regional and large banks (29:00) - Big tech companies set for success (35:00) - REITs and SPACs (42:00) - Bullish on Bitcoin Show Notes: Kirk Spano on Seeking Alpha Margin of Safety Investing Seeking Alpha Investing Groups Seeking Alpha Premium and PRO...
Mar 31, 2023•1 hr 10 min•Ep. 40
Guest Bio: Zachary Marx is a Chartered Financial Analyst (CFA) that has consulted many institutions across all financial markets. Currently, he is a Sr. Quantitative Analyst at Seeking Alpha. Using quantamental methods, Zach searches for the perfect investing opportunities that are hiding in plain sight. Relevant Links: Follow Zachary Marx on Seeking Alpha LICT Corp. - A Shareholder-Friendly Monopoly Nelnet: Transitioning To A Best-In-Class Capital Allocator ------ 00:43) - Overall Market Opinio...
Mar 29, 2023•27 min•Ep. 39
Long-time analyst David Trainer joins this episode to share his "zombie list" of stocks he deems untouchable, as well as 3 names that are ready for your portfolio. ----- (0:00) - Intro (0:41) - David Trainer's background (4:30) - The type of investor who connects with David's research (5:57) - Will The Fed raise interest rates on Wednesday? (7:51) - Thoughts on Crypto (10:43) - Are we in a recession? (13:11) - How will tighter credit affect the everyday investor? (16:04) - What's on the "Zombie ...
Mar 21, 2023•30 min•Ep. 38
How did Seeking Alpha author CashFlow Hunter get it right on Silicon Valley Bank (and Silvergate) while almost every other expert got it wrong? Financial industry implosions - what got us here (2:20) Foreseeing the breakdown in Silvergate ( SI ) and Silicon Valley Bank ( SIVB ) (6:10) How does banking sector shake out? (17:25) Thoughts on David Tepper reportedly buying bonds of SVB Financial Group (23:40) What's the best way for retail investors to navigate this disruption in the financial syste...
Mar 20, 2023•54 min•Ep. 37
Brad Thomas, Founder of iREIT on Alpha, shares insight on what stress in the banking sector means for real estate and REITs. Plus, he gives his selection of which is better, the JEPI ETF or Scwabs's SCHD ETF for investors looking for dividend yield. Read Brad's most recent articles Sign Up For iREIT On Alpha ----- (00:00) Intro (00:49) Brad's Background (05:16) Getting started with REIT investing (09:24) Stress in the banking sector and what it means for real estate (12:10) Biggest takeaway from...
Mar 17, 2023•27 min•Ep. 36
Beth Kindig and Knox Ridley, from Tech Insider Network, discuss creating a defensive tech portfolio and the hedging strategy of the I/O Fund. This special episode is an excerpt from the full webinar that was recorded on March 14th, 2022. You can access the full webinar replay here Sign up for Tech Insider Network's newsletter now ----- (0:00) Intro (0:34) Beth Speaks on Building A Defensive Tech Portfolio (21:25) Knox Speaks on the I/O Fund hedging Strategy (37:42)Outro & Disclosures ----- F...
Mar 16, 2023•38 min•Ep. 35
This week we're joined by Seeking Alpha contributor Clem Chambers who says he is looking for Bitcoin to fall under $10,000 (36:00), and that there is quite a simple way to invest according to what his Father(12:33), who was a commodities trader, taught him. Read more of Clem's Research Here --------- (0:00) Intro (0:54) Clem Chambers background and studying the markets (5:46) How Clem approaches his investments and defining game theory (12:33) What sectors and stocks are Clem favoring for this y...
Mar 07, 2023•46 min•Ep. 34
Austin Hankwitz, from Cash Flow Freaks, joins us for the Hims and Hers earnings recap, the insider look into his public $2 million portfolio initiative, and what his game plan is for the rest of this year is shaping up like. Interested In More Cash Flow Freaks Content - Join Here! ---- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription. **Past performance is no guarantee of future results. Seeking Alpha does not offer any p...
Mar 01, 2023•42 min•Ep. 33
Eric Basmajian from EPB Macro Research breaks down the state of the economy, housing, employment, production, and more. He also shares some sector/ETF choices for your portfolio in 2023. Get The EPB Macro Research Weekly Newsletter Check Out More Of The EPB Macro Research Full Service ---- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription....
Feb 23, 2023•45 min•Ep. 32
In this episode, we're joined by Bertrand Seguin from App Economy Portfolio to discuss which company he believes is set up better to lead the AI revolution - Microsoft or Google. Plus, we dive into two stocks that he is recommending to his subscribers that he says are a buy at this moment in time. One of which was just unloaded by Berkshire Hathaway. Check Out App Economy Portfolio Now! ---- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations,...
Feb 16, 2023•49 min•Ep. 31
In this episode, we're joined by Scott Kaufman from High Dividend Opportunities to get the HDO outlook for 2023, and what they think about the JPMorgan Equity Premium Income ETF(JEPI) that has been getting a lot of buzz for its double-digit yield. Check Out More High Dividend Opportunities Here! ---- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription....
Feb 09, 2023•32 min•Ep. 30
In this episode, we're joined by audience favorite marketplace author Alex King from Growth Investor Pro. We dive into his thoughts on some tech and defense stocks that have announced earnings that he holds an accumulate rating on. Not to mention, one of these stocks got destroyed by the market after earnings. Also, Alex shares how he invests using fundamentals plus technicals to find entries and exits for his positions. Read More of Alex's Research on Growth Investor Pro ---- Follow Investing E...
Feb 02, 2023•40 min•Ep. 29
Steven Cress, Head of Quantitative Strategy at Seeking Alpha, joins us to share some of his top stocks for 2023. Not only that, but we dive into the Seeking Alpha Quant System to better understand how it works for investors. Read the Top 10 Stocks of 2023 article now! Follow Steve on Seeking Alpha Check out the backtest of the Seeking Alpha Quant System ---- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription....
Feb 01, 2023•26 min•Ep. 28
Katie Stockton from Fairlead Strategies joins us to give her updated outlook on the S&P500, and what she says investors should expect in the first half of this year. Plus, we deconstruct the TACK ETF, that Fairlead manages, so you can better understand if it is a good fit for your portfolio. Get Access To Austin's $2 Million Portfolio Initiative On Cash Flow Freaks - https://bit.ly/cashflowfreaks ----- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data ...
Jan 26, 2023•40 min•Ep. 27
We're joined by crypto expert Mike Fay from BlockChain Reaction. He shares his take on Bitcoin's recent move, the SEC coming after Genesis and Gemini, FTX's deterioration, and his top token idea for 2023. Gain access to Blockchain Reaction now - https://bit.ly/3AfmdBk Read Mike Fay's article on Polygon here - https://bit.ly/polyarticleblockchainreaction ----- Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit....
Jan 19, 2023•34 min•Ep. 26
