Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive index, fund holdings, monitoring new IPOs (9:10). Trump's interest in tech and the quantum race (10:40). MicroStrategy as a crypto shell; volatility makes sense (11:30). Dividends, options and who should be buying ETFs (14:15). QTUM risks and advantages (17:00). Show Notes: Trump revokes Biden's orders ...
Jan 24, 2025•22 min
Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30). Show Notes: Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts The New Trading Frontier: How AI Keeps You One Step Ahead The Key To Investing Success I...
Jan 22, 2025•31 min
Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the full video here with slides. Show Notes: Top 10 Stocks For 2025 The Top AI Stocks For 2025 Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium a...
Jan 15, 2025•13 min
Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20). Show Notes: Eagle Point Credit 2024 Q3 Earnings Call Presentation Steven Bavaria Takes Inve...
Jan 14, 2025•41 min
Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides. Show Notes: International Seaways: Tanker Market Updates, Seasonal Upside Ahead Dry Bulk Market Update: Star Bulk Carriers Interview J Mintzmyer's Note ...
Jan 09, 2025•41 min
Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode . Show Notes: Pfizer Virtual Analyst Report Margin of Safety Investing Group Biotech Buying Opportunities; AI Pharma Revolution With Bhavneesh Sharma Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Dec 30, 2024•8 min
Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's , Walgreens and trusting what management says about dividend plans (23:00). Lowe's classic setup (28:20). Staying committed to a dividend portfolio (35:40). Subscribe to Sungarden YARP Portfolio Show Notes: Markets And Divid...
Dec 26, 2024•41 min
Christine Mastandrea, COO of Whitestone , talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (16:50). Strategizing for 2025 (19:05). The right REIT Metrics (23:00). Show Notes: Federal Reserve sees fewer rate cuts in 2025 with dot plot revised ...
Dec 23, 2024•31 min
Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). Kirk's Margin of Safety Investing Show Notes: Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024 Here's Who Should Buy The Discount At Grayscale Bitcoin Trust Read the transcripts F...
Dec 18, 2024•51 min
2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian ? (17:25). Magnificent 7 stocks past and future growth (23:00). ( RSP ) for 2025 (27:20). Show Notes: Top 10 Stocks For 2024 Top 10 Quant Stocks Of 2024: Up Over 120% AppLovin quant ratings Read the transcripts For full access to analyst ratings, stock quant ...
Dec 17, 2024•30 min
Jonathan Faison runs the ROTY Biotech Community . Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode . Show Notes: Biotech's Hidden Gems: Smart Strategies For A Challenging Market SpringWorks Therapeutics Q3 2024 Earnings Call Transcript Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium ...
Dec 15, 2024•7 min
Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation. Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Cineverse Q3 2024 Earnings Call Transcript Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots Cineverse Virtual Analyst Report Read the transcript For full access to analyst ratings, stock quant scores and dividend grades, subsc...
Dec 11, 2024•8 min
Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20). Read our transcripts Show Notes: Malone Financial For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalph...
Dec 05, 2024•32 min
Dividend investing comes in many forms. Why Dividenology focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11:50). Show Notes: Dividend Investing: Let Compounding Do Its Thing Not All Dividend ETFs Are Created Equal Dividenology on YouTube Read the transcript...
Dec 03, 2024•16 min
Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15). Show Notes: Trinity Q3 2024 earnings call transcript Fed sees gradual rate cuts Trinity Capital announces stock repurchase program Read the transcript Black Fr...
Nov 26, 2024•26 min
Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15). Show Notes: ROTY Biotech Community Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable? Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround Read the transcripts Black Friday Sale: 20% Off Seeking Al...
Nov 25, 2024•33 min
Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19. Subscribe to Second Wind Capital Show Notes: Carvana Co.: Playing Devil's Advocate To The Recent Sell Side No...
Nov 21, 2024•49 min
David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12. Show Notes: Market Misbehavior with David Keller The Mindful Investor w/ David Keller Sectors all up YTD, bu...
Nov 20, 2024•29 min
Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25). Show Notes: Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder Wipeout Boeing: Deliveries Sink, The Turnaround Starts Right Here Intuitive Machines: Misguided Stock Sell Off, Stil...
Nov 18, 2024•17 min
Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25). Show Notes: Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend Opportunities Steven Bavaria Takes Investors Inside The Income Factory Markets And Dividend Investing Are Evolving - How To Take...
Nov 14, 2024•32 min
Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4. Show Notes: Revisiting Illumina NWTN Inc.: The Perfect Fundamental Short CuriosityStream: Too Cheap To Ignore Read the transcript For full access to analyst ratings, stock quant score...
Nov 13, 2024•22 min
Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20). Read the transcript Ryne Williams' YouTube channel For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Nov 12, 2024•14 min
Gary Vaughan from Daily Stock Picks on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31. Show Notes: If You Can Predict Cash Flow You Can Predict Stock Price Quant Ratings & Factor Grades Alpha Picks Read the transcript For full access to analyst ratings, st...
Nov 07, 2024•37 min
Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00). Show Notes: Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value 3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonabl...
Nov 06, 2024•33 min
The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian , Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here . Show Notes: These 3 Indicators Pre...
Nov 04, 2024•30 min
Gold is definitely driven by geopolitics says Florian Grummes , as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like ( BITO ) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here. Show Notes: Gold: The Rally Is Likely To Continue Keep Calm And Buy Bitco...
Nov 03, 2024•26 min
Diving deep into the energy sector with Laura Starks ; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here . Show Notes: Coterra Energy's Careful Growth Why APA Corporation Stock Is A Bargain Now R...
Nov 02, 2024•33 min
What happens when growth numbers for tech names start coming down? (1:50) Tech Cache 's Joe Albano and The Financial Prophet , Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event. Show Notes: AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Palantir's Cheap, Bitcoin, Alt...
Oct 31, 2024•38 min
Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH , the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00). Show Notes: Generative AI's Chartreuse Adoption Moment Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else? U.S. And Global E...
Oct 30, 2024•33 min
James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35). Show Notes: Successful Portfolio Strategy US Inflation Scenarios: War-Induced Oil-Price Shocks U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike Read our tr...
Oct 21, 2024•57 min
