Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tariffs (15:40). Finding what's wrong with a potential investment (21:15). Show Notes: Intel Stock: Why The Trump Call Won't Fail I Missed The Quantum Rally - I Won't Miss The Next One Portfolio Spring Cleaning With Contrarian Clem Chambers Episode transcripts For full access to analyst ratings, stock qu...
Sep 04, 2025•30 min
Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian , Jack Bowman , and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00). Show Notes: High Conviction Ideas With Next Gen Investors Episode transcripts For full access to...
Sep 03, 2025•41 min
David Alton Clark, The Winter Warrior Investor , thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bonds (12:30) How to think about high yield (14:00) Show Notes: Dividend And Growth Stocks For An Overvalued Market With David Alton Clark Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Aug 28, 2025•32 min
Gary Vaughan from Daily Stock Picks on the Fed meeting and buying the dip (1:20). Bonds might now be a once in a lifetime buy (3:45). Bitcoin, ethereum and owning crypto for the long-term (6:45). Nvidia earnings (13:45). Tesla's political train wreck, robotics future (17:30). Stock picking along with Steve Cress (22:30). Show Notes: Stock Pickers Better Know When They're Going To Sell Steven Cress' Top 2025 Stocks Did You Survive The Great Crash Of 2025? Steven Cress' Top 10 Stocks For H2 2025 E...
Aug 26, 2025•30 min
Steven Bavaria, from Inside the Income Factory , discusses credit assets (0:30). Contextualizing PBDC's expense ratio (5:00). Clearing up confusion around Collateralized Loan Obligation, CLOs (7:00). Diving into Barings Global Short Duration High Yield Fund (12:55). Ares Dynamic Credit Allocation Fund (15:15). This is an excerpt from last month's webinar, Investing For Income In An Uncertain Market . Show Notes: Steven Bavaria Takes Investors Inside The Income Factory MPV And MCI: Great Funds, B...
Aug 25, 2025•18 min
Markets celebrate Powell's Jackson Hole commentary; Fed expert Danielle DiMartino Booth thinks he's a little too late (0:20). Markets will be attentive to additional Fed statements (2:00). Bond market reactions (4:05). Tariffs - what's really happening? (4:55) Similarities to Covid era (7:40). Housing very much a buyer's market (14:30). The interesting US dollar (16:30). Show Notes: Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks America's Game Of Thrones Jobs, ...
Aug 22, 2025•21 min
Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20). Dividends and fund criticism (7:00). Tax implications (9:35). Catch the full video presentation (with charts) here . Show Notes: The Market Is Rotating Again Covering ETFs: The Overlooked Gem For Audience Engagement Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium a...
Aug 20, 2025•12 min
The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance. We've had a handful of guests discuss mega cap tech stocks recently so we thought we'd include some of their insights in one episode. Show Notes: Magnificent 7 Now The Troubling 3, Underscores Market Weakness Netflix Is Still King Market Sentiment Is A Powerful Thing - Joe Albano, Tech Cache High C...
Jul 30, 2025•24 min
CEO and CIO of Infrastructure Capital Advisors , Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25). Show Notes: July 2025 Commentary And Economic Outlook Unders...
Jul 23, 2025•32 min
Steven Cress explains why tariffs are back in focus (0:30). US-centric stocks, ATI pick 1 (8:30). Sterling Infrastructure pick 2 (10:35). Bank of America pick 3 (14:00). 52-week highs, when stocks are appropriate buys (17:40). Pro Quant Portfolio and Alpha Picks (19:30). This is an excerpt from last week's webinar, 3 Strong Stocks To Hedge Against Tariff Pressure. Show Notes: Tariffs Reignited: Best Stocks To Buy Now Sector market data Episode transcripts For full access to analyst ratings, stoc...
Jul 22, 2025•26 min
Victor Dergunov, The Financial Prophet , on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20). Show Notes: Why The Market May Hit A Wall Here Here's Why I Increased My Tesla Position Alphabet: Still A Buy Palantir: It's Just Too Expensive Here Episode transcripts For fu...
Jul 16, 2025•41 min
Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian , Jack Bowman , and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed creating money out of thin air (25:15). China in focus (28:00). Nu Holdings' disruption (32:50). Mega caps eat the world (38:55). Show Notes: Nu Holdings: The Only Fintech In My Portfolio Right Now Grab Q1 2025: It's Delivering Exactly What I Hoped Private Payrolls Shed Jobs For The First Time In ...
Jul 14, 2025•46 min
Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is a joke (9:20). Metrics to look at - ARPU, very important (14:15). Netflix is still king (16:20). Disney's an interesting one (25:55). Warner Brothers' rebranding (33:30). DIRECTV doing some cool stuff, NFL free on YouTube, new Amazon numbers, Peacock still losing money (38:40). Show Notes: Super Bowl Streaming, Disney Deep Dive And Why Numbers Don'...
Jul 09, 2025•52 min
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00). Show Notes: Wall Street ends at a record high after U.S-Vietnam trade deal Flirtin...
Jul 02, 2025•29 min
David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuations have become extreme (14:30). The death of buy and hold has been greatly exaggerated (17:30). Tesla the outlier (20:30). Counterintuitive moves in the dollar and oil (23:25). Bitcoin's technicals and practical value (30:40). Show Notes: Taking Note Of Market Patterns Market Sentiment Is A Pow...
Jun 30, 2025•42 min
J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30). Show Notes: Why J Mintzmyer Is Short Walmart And Long 3 Shipping Stocks Disruptions And Delays Usually Bullish For Shipping Rates J Mintzmyer's Note Of Caution On Sh...
Jun 27, 2025•24 min
Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians , on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05). Show Notes: Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy Call DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps Tech Stocks - Focus On What Management Isn't Talking About Stressful Mark...
Jun 26, 2025•31 min
Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals (18:00). Oil supply and demand (19:00). Bitcoin: more counter-intuitiveness (21:40). Show Notes: Danielle DiMartino Booth On America's Game Of Thrones...
Jun 25, 2025•24 min
How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valuation is not enough to get an edge (21:10). Tariff costs and AI spending (24:30). Mega-caps and momentum (33:30). Get 20% off Tech Cache! Show Notes: Meta Platforms: Sucking In The Bulls Bitcoin Has Opened The Door To Rally Deep Into All-Time Highs (Technical Analysis) fuboTV Overcame The Odds Rubrik...
Jun 24, 2025•39 min
Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Picks #7-10 (45:20). This is an excerpt from Top Stocks For H2 2025. Get 20% off Alpha Picks and PRO Quant Portfolio! Show Notes: Steven Cress' Top ...
Jun 23, 2025•56 min
Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and markets (5:00). Disney's dog collar (13:30). Managing risk in the current environment, including technical analysis (20:50). Strategy risks (30:00). Get 20% off Sungarden Investors Club! Show Notes: Disney: The Magic Of Option Collars When Stocks Fly Like Peter Pan Markets And Dividend Investing Are Evolving - How To Take Advantage S&P 500: Respon...
Jun 19, 2025•40 min
Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio returns in 2024 and 2025 (17:40). Show Notes: Super Micro Computer: At 22x FCF, This Is A Steal DocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm Long Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Jun 16, 2025•23 min
James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40). Show Notes: Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession? Is Elon Musk Right ...
Jun 12, 2025•1 hr 18 min
Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news team, and GME's Virtual Analyst Report , tell a story of a pretty fundamental change happening. Show Notes: GameStop Has A Unique Ability To Deploy Its Cash Unlike Any Other Investment Fund GameStop: Priced For Turnaround Perfection (Technical Analysis) GameStop reports $6B+ in cash, no new Bitcoin purchases since the last update Episode transcripts...
Jun 11, 2025•13 min
The Pragmatic Investor, James Foord , talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30). Show Notes: No Growth, No...
Jun 04, 2025•33 min
Why Clem Chambers , CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15). This is an excerpt from a recent episode . Show Notes: Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 Bitcoin Vs. Gold: What Investors Should Know IBIT ETF sees surge in inflows as bitcoin nears all-time high Episode transcripts For full access to analyst ratings, stock quant scores and ...
May 29, 2025•8 min
Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing 's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20) Show Notes: Markets And Dividend Investing Are Evolving - How To Take Advantage Small Ca...
May 23, 2025•44 min
Daily Stock Picks' Gary Vaughan returns to discuss surviving the Great Crash of 2025. (1:00). How Gary uses fundamentals to pick his stocks (5:00). Tesla stock and Elon Musk (10:00). Investing around the tariff conversation (15:30). S&P 500 analysis (18:15). On owning Bitcoin (20:00). Tech ETFs vs stocks (25:25). Top stock picks (27:50). Show Notes: Stock Pickers Better Know When They're Going To Sell Alpha Picks Episode transcripts For full access to analyst ratings, stock quant scores and ...
May 22, 2025•36 min
Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00). Show Notes: Brixmor Property Group Q1 Earnings Call Transcript Brixmor website Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekinga...
May 20, 2025•24 min
Sara Awad, from Tech Contrarians , returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30). Show Notes: DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps Stressful Markets, But Lots Of Opportunities In Tech The Worst Has Happened To Super Micro Episode...
May 14, 2025•37 min
