Investing Experts

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).
Show Notes:
Will This Market Go Higher Than Anyone Expects?
Should We Trust Economic Data? With Danielle DiMartino Booth
Wall Street Lunch: January CPI Comes In Hot
Growth Investor Pro by Cestrian Capital Research
Episode transcripts
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David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).
Show Notes:
Uber A Zombie Stock; Ford, GM Have Scalability And Expertise
Tesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued Stocks
It's All About Liquidity
Episode transcripts
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Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).
Show Notes:
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Embracing The Mania And Yield At A Reasonable Price
IZRL: Long-Term Comeback Candidate, Strong Buy
Seeking Alpha's Quant Performance
The Key To Investing Success Is Being Wrong A Lot
Episode transcripts
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Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30).
Show Notes:
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
JEPI: Much To Be Desired In 2024
SPYI: Outperforming Both JEPI And XYLD In 2023
$2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin Hankwitz
Episode transcripts
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Rich Habits Podcast
Austin Hankwitz Twitter

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).
Show Notes:
Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
Dividend Picks For Growth And Safety With Steven Cress
Alpha Picks
Episode transcripts
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Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15)
Show Notes:
Wall Street Breakfast: Trust The Data
January CPI Comes In Hot
US2Y and US10Y jump to 2024 highs after stronger CPI print
Episode transcripts
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Danielle DiMartino Booth on Twitter
QI Research

Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).
Show Notes:
Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't DeadParamount gains as Super Bowl audience surges to 126.6M viewers
The Walt Disney Company Q1 2024 Earnings Call Transcript
Disney/Fox/Warner sports streamer shakes up market, though big questions remain
Episode transcripts
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J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.
Subscribe to J's Value Investor's Edge
Show Notes:
J Mintzmyer's 2 Favorite Tankers
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector
Episode transcripts
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Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.
Show Notes:
Senate Democrats urge DEA to end marijuana restrictions completely
Cannabis stocks rally as support builds for DEA rescheduling
HHS document shows recommendation to reschedule marijuana
Episode transcripts
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Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).
Show Notes:
XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages
JD Henning Cautious About 2024, An Unusual Year For Market Considerations
2024: The Year Of Living Dangerously
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Seeking Alpha's Quant Performance
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions