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 completelyCannabis stocks rally as support builds for DEA reschedulingHHS document shows recommendation to reschedule marijuanaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 MessagesJD Henning Cautious About 2024, An Unusual Year For Market Considerations2024: The Year Of Living DangerouslyMy Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)Seeking Alpha's Quant PerformanceEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05).Show Notes:CRISPR/Vertex gene editing therapy approved in U.S. for beta-thalassemiaFirst RSV shots, groundbreaking gene therapy among 2024 drugs to watchPsychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.Lilly, Novo Nordisk diabetes drugs see price raises - reportEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).Episode transcriptsShow Notes:Webinar Replay: JD Henning's Momentum Breakout Models For 2024MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024Tracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)Subscribe to JD's Value & Momentum BreakoutsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).Episode transcriptsShow Notes:Antero Resources: Buy The Forgivable DipRealty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done UnderperformingRealty Income Corporation: Even More Extravagantly OverpricedFor Those Investors Stuck On Yield, 2023 Was OpportunisticFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).Subscribe to Chris' Sifting The WorldEpisode transcriptsShow Notes:SHF Holdings: My One StockChris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings BullishnessChris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings2024 - Liquidia, Burford, And RoivantFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.Subscribe to Avi's The Market Pinball WizardEpisode transcriptsShow Notes:Gold: Ready For Blast-OffSentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024Sentiment Speaks: Major Market Move AheadGold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched & for how long with new data setDisney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024Amazon Prime is getting ads. How does it stack up versus the other streamers?For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation.Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingGoogle: One Of My Top Picks For 2024Julian Lin on Seeking AlphaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).Episode transcriptsShow Notes:Streaming Reality Vs. Fantasy With Dan RayburnBreaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be BetterNetflix reveals what we watched & for how long with new data setFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.Subscribe to J's Value Investor's EdgeEpisode transcriptsShow Notes: Tsakos Energy Navigation: Low Valuation With Significant Upside PotentialFree Webinar Video And Final Free Trial In 2023Today's Best Picks In Shipping Markets For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Avi Gilburt says he's looking at the start of a major bear market but wonders if market gets 1 more high and why the next few weeks will likely give us the answer. (0:45) TLT, 2024 targets and what's taking shape in treasury market (5:30) Energy sector, bottoming out in USO (15:45) Bullish metals set-up (17:45)Episode transcriptsShow Notes: Banking Crisis Likely On The Horizon - Are You Prepared?Bitcoin Has Started Its Push UpwardsSubscribe to Avi's Market Pinball WizardFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).Subscribe to Alex's Growth Investor ProShow Notes:The Long Bull Market To ComeNvidia In Transition: We Rate At 'Accumulate' Between $100-$154/ShareThe Federal Carrier Wave Continues To Drive Intel Stock HigherTech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingNvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk SpanoPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovSam Altman Returns As OpenAI CEO With New BoardEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.Show Notes:Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don DurrettBest Of The Best List: My Favorite Gold And Silver Mining StocksSubscribe to Don's Gold & Silver Mining IdeasEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30). Show Notes:TLT Is Turning Bond Investing Into A Casino! I Prefer GOVIHere's What My Option Portfolio Looks Like Now, And WhyBLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To BuyUTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It NowEpisode transcriptFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).Show Notes:Retail relief rally picks up after the CPI report shows consumers may be finally getting a breakOctober CPI Data Comes In SoftThe CPI Report May Deliver A Massive Surprise To The MarketGet your free trial for Michael's Reading The Markets.Episode transcriptFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).Show Notes:Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In JeopardyParamount jumps as narrower streaming losses drive Q3 beatDisney earnings call: Focusing streaming, paving ESPN's futureThe Dan Rayburn PodcastEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).Show Notes:Why Michael Gayed Thinks We're Still In A Bear MarketACWI: Lowered U.S. Exposure Finally A PlusWe May Be In A Crash, And Here's WhySmall-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can TooSubscribe to Michael Gayed's The Lead-Lag ReportEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).Subscribe to Chaim's Fed TraderShow Notes:How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelTesla: Company Risk If They Don't Slow Factory GrowthFed Special: Rates Held, Powell's Tell And Market Impact With Chaim SiegelEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50)Show NotesTop Defensive Stocks For Turbulent TimesThe New Flight To Safety Trade: Gold, Oil, And Defensive StocksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts)Show Notes:Attention REIT Shoppers: A Blue Light Special In The Cell Tower SectorAll Roads Lead To Prologis: Why We Love This Industrial JuggernautEarnings Determine Market Price In The Long RunEmotions Determine Market Price (In The Short Run)The Answer Is 7The Answer Is 9Subscribe to iREIT on AlphaAll episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).Episode transcriptsShow NotesFrom FAANG To FANG?: Economic Clarity Sought (Video)Market Celebrates Artificial Intelligence (Video)Reset And Regenerate: Themes After The Fed Conference (Video)Energy, Tech And AI: Use Cases And MarketsThe Prize Of The Permian: Influencer Pioneer Natural Resources (Video)Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stockChevron to buy Hess in $53B deal to boost production and free cash flowFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies'.Show Notes:Red Robin: Another Beat And A RaiseSmall Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction InvestingRed Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The ShortsSubscribe to Second Wind Capital by Courage & Conviction InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).Subscribe to Ian's Inside CornerShow Notes:Grupo Aeroportuario del Pacífico: It's Time To Buy This DipGrupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive ThreatMexican Stocks Hit 8-Year Highs, I Remain BullishMcCormick Q1 Results: Slump Is Over, Shares Are A Strong BuyEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.Subscribe to Catalyst Hedge InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40).Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10).Subscribe to Don's Gold & Silver Mining Ideas (Free 14 day trial!)Transcripts on Seeking AlphaShow Notes:My Top 50 Optionality Plays For Gold And Silver MinersAvino Silver & Gold Mines: A Highly Undervalued Mid-Tier Silver ProducerLaunching Gold & Silver Mining Ideas: Long-Term Picks From The Precious Metals Mining SpaceBest Of The Best List: My Favorite Gold And Silver Mining StocksFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio (STNG) and Tsakos (TNP) (17:30), and how macro concerns are weighing on stocks (25:35).Subscribe to J's Value Investor's EdgeTranscripts on Seeking AlphaShow Notes:Why I Am Very Bullish On Selective Tanker StocksTop Picks For Today's Product Tanker MarketWebinar Replay: Supply Chain And Shipping Stocks For 2023Free Webinar Video And Final Free Trial In 2023Top Picks In Maritime ShippingFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chris DeMuth Jr returns to discuss the energy sector and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45).Subscribe to Chris' Sifting The WorldEpisode transcripts on Seeking AlphaShow Notes:Why Chris DeMuth Jr. Likes Activision, Oil & Gas + InnovateOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Top Rated ETFsSifting The World Day OneChris DeMuth Talks Cannabis, SAFE Banking + SHF HoldingsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Courage & Conviction Investing returns to discuss why small cap investors should stay hungry and foolish (2:50), why he's never been longer on Advanced Emissions Solutions (13:50) and strategies around Red Robin, Farmer Brothers, Daktronics and Yield10 Bioscience (33:35).Subscribe to Courage & Conviction Investing's Second Wind CapitalTranscripts on Seeking AlphaShow Notes:Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction InvestingAdvanced Emissions Solutions, Inc.: The EPA's Significant PFAS Policy Proposal Is A Massive CatalystRed Robin: Another Beat And A RaiseFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered call ETFs (11:25).Show Notes:Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleSPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)XYLD: The S&P 500 Is Begging You To Consider Covered Call ETFs, But JEPI Is Not The Only Game In TownSPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsQQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)How JEPI And Other Covered Call Investors Can Cut Risk And Keep Those Dividends FlowingIs The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5).

Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs.Subscribe to 420 InvestorSubscribe to Cannabis Growth InvestorShow Notes:Beaten-Up Hydrofarm Stock Is Cheap And Could Increase SignificantlyCannabis stocks extend rally amid positive news on regulatory front2 Cannabis Stock PicksBeware Canada 2.0Cannabis Investors, Fake It Till You Make ItNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinCuraleaf Could Fall To $2Transcripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingTranscripts on Seeking AlphaShow Notes:How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green3M: Potential Ear Plug Settlement At Low End Of Estimates Does Little To Address Major RisksIris Energy: The Reasonable And Renewable Play On BitcoinIris Energy: Nvidia Chip Purchase Signifies Entry Into AI/High Performance Computing SpaceFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25).Transcripts on Seeking AlphaShow Notes:Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsXHB: Sell Rating Issued, As Homebuilding Risks RiseQQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

The key to investing success is being wrong a lot, says Rob Isbitts and Matthew Tuttle (0:35). Dead money and lost opportunity costs (2:20), S&P 500 + NASDAQ risk, looking at gold miners (6:00) and real life examples of portfolio allocation (12:15).Show Notes:S&P 500 Could End Full-Year 2023 In The Red: How To Capitalize (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyChart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).Subscribe to Julian's Cannabis Growth InvestorSubscribe to Alan's 420 InvestorShow Notes:Innovative Industrial: Top Cannabis Pick With 9% Dividend YieldMasterClass In Cannabis Investing ReduxTop Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake CapitalNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinOrganigram Is Still My Favorite Cannabis StockCuraleaf Could Fall To $2Trulieve Offers An Excellent EntryTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss sudden opportunities in the AI space given the recent pullback. We discuss Nvidia’s (NVDA) one good value metric (3:25), the top 3 buy-the-dip opportunities (5:28) and how Quant Ratings spied Foot Locker’s (FL) problems (13:05).Show NotesTop 3 AI Stocks: Buy The DipTop 10 Stocks For H2 2023Five metrics for AI trendspottingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00).Show Notes:Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Rob Isbitts and Matthew Tuttle discuss China's disappointing economic data (3:50), and a key level in long-term resistance on 10 year U.S. Treasury yield (8:20). Market timing (24:30) trading updates, portfolio offense and defense (30:00).Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)Show Notes:Busting Today's Market Myths With Matthew Tuttle And Rob IsbittsNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsChina's industrial production, retail sales grow less than expected in JulyWatching Yields, Soft Landing And Extending Bond DurationsSelling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio

Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).Subscribe to Crypto WavesShow Notes: Cryptocurrencies And Elliott Wave Analysis With Ryan WildayWhere's Bitcoin Going In The Second Half Of 2023?3 Altcoins To Consider In 2023Revisiting BITO And GBTC Before The Coming Bull Market In BitcoinHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow HunterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).Show Notes:Top 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 2023AI Disrupts Industries: 3 Tech Stocks To BuyQuant Ratings ExplainedEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00).Subscribe to Austin's Cash Flow Freaks investing groupShow Notes:SPYI: Outperforming Both JEPI And XYLD In 2023SPYI: Superior To JEPI In Every Single WayNot All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy TaraboulsiBroadcom quant ratingsEpisode transcriptsAustin Hankwitz on TikTokFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Matthew Tuttle and Rob Isbitts discuss watching the charts and whether it's time to sell (1:25). Oil and why inflation may be rekindled (6:50). Concerns about upcoming debt issues (8:20) and why Matthew's portfolio is entirely in T-bills right now (15:20).Show Notes:S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLGS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepThe Magnificent Seven Or The Mediocre Seven?Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Victor Dergunov, The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov.Subscribe to The Financial ProphetTranscripts on Seeking AlphaShow Notes:Finally, Disney Is Dirt CheapWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning point'The Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptDisney Continues To Gamble On Sports As Overall Business Continues To Seek Identity

Alex King runs Cestrian Capital Research and Growth Investor Pro. He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro).Subscribe to Alex King's Growth Investor ProFull transcripts on Seeking AlphaShow Notes:We Rate Intel Stock At Accumulate Because It's Not About The NumbersINTC Intel CorporationPost-Earnings Accumulation List With Alex King (Growth Investor Pro)Wall Street Lunch: China-U.S. Chip War Heats UpAmazon Stock Offers Technical Upside, But We Find The Company Fundamentally UnexcitingQQQ ETF Forecast For 2023: What To Watch ForBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearTSLA Tesla, Inc.Microsoft Stock: Potential For All-Time Highs Within 12 Months

Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00).Episode transcripts on Seeking AlphaShow Notes:Busting Today's Market Myths With Matthew Tuttle And Rob IsbittsUnited States Loses Top Rating At FitchUnited States loses top rating at Fitch; long-term IDR cut to AA+S&P 500 Rally, DIA Vs. QQQ, Perma-Realism And Tech Giants' Important EarningsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep

Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.Subscribe to The Market Pinball WizardTranscripts on Seeking AlphaShow Notes:Swallowed By Giants: Newmont And Newcrest MiningSentiment Speaks: Silver May ExplodeSentiment Speaks: Here Is The Set Up For A Fast 10% Rally In GoldS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard)

Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing.Subscribe to Courage & Conviction Investing's Second Wind CapitalTranscripts on Seeking AlphaADES Advanced Emissions Solutions, Inc.Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sWill the Advanced Emissions Solutions rebound continue?Advanced Emissions Solutions to merge with Arq

Elliott Wave expert Avi Gilburt returns to discuss raising cash long-term and the possibility of a major bear market (1:35), relying on market sentiment not exogenous events (4:40), metals' 3rd wave setup and possible melt-up (10:15), oil potential for multi-year rally (21:30) bond market's surprising length of consolidation (23:00) and concerns about the banking industry (28:10).Subscribe to Avi's investing group The Market Pinball WizardTranscripts on Seeking AlphaS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard)Sentiment Speaks: Can The Market Now Head To New All-Time Highs?Sentiment Speaks: Is The Market Disconnected From Reality, Or Are You?Sentiment Speaks: Is A Market Crash Still Possible?Big Banks Have Massive Exposure: The Fed Does Not Have Your BackBig Banks Have Massive Exposure: Recent Banking Results Are ConcerningMeta Has Spent Itself Into A HoleNewmont: The Bottom Is In For GoldSentiment Speaks: Gold And Silver May Be The Outperforming Assets For 2023Capital One: Danger, Will Robinson, Danger!Sentiment Speaks: $2,428 Target For Gold

Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).Transcripts on Seeking AlphaBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEFederal Reserve hikes rate by 25 basis points to highest level in 22 yearsBusiness uncertainty over revenue growth stays higher than prepandemic levelThe Magnificent Seven Or The Mediocre Seven?S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepSARK ETF

Alex King returns to discuss running Cestrian Capital Research and Growth Investor Pro (1:30), tech's incredible run, why they think Nasdaq has more to go (5:00), Intel and the strategic battle between U.S. and China (22:00), financials' recent earnings (28:20) and their sector and index ETF strategy (31:00).Transcripts on Seeking AlphaSubscribe to Growth Investor ProCan Tech Recover? With Alex King From Cestrian Capital ResearchPost-Earnings Accumulation List With Alex King (Growth Investor Pro)QQQ ETF Forecast For 2023: What To Watch ForWe Rate Intel Stock At Accumulate Because It's Not About The NumbersWe Banked The Free Money From MongoDBMicrosoft Stock: Potential For All-Time Highs Within 12 MonthsBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearHedge funds pivot to Europe amid doubts U.S. tech-led rally has legsGoldman projects AI's impact on S&P fair value and earnings over 20 years

Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).Subscribe to Second Wind CapitalTranscripts on Seeking AlphaShow Notes:First Half 2023 Performance (+46.5% Vs. +7.4%)Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sAs Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'Commodity Supercycles And The Role Of Luck (One Year Later)TravelCenters of America: It's Fun When It WorksKirkland's: I'm Bullish (Again) For The First Time Since October 2020CVR Partners, LP: My Best Current Commodity Idea

Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.(2:50) - Melt-up and crash all in the same year?(7:20) - The Fed is a follower of the bond market; treasuries will dictate(9:40) - How to classify a bull and bear market(15:20) - Nvidia and getting perspective on the tech sector(22:40) - International portfolio allocation - what to keep in mind(30:55) - Gold as the ultimate diversifierFree trial to Michael's Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:Unpopular Opinion: The Bear Market Is Not OverGLD: A Stock Market Correction Is Needed For This To Break OutEEM And Emerging Markets: The Greatest Comeback Since Lazarus Is ComingHidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market FutureThe Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?The Coming VIX Spike And The Flight To Safety TradeHow Nvidia And Microsoft Stocks CorrectQQQ: It's Time For The Nasdaq To Punish Recency BiasThe Risk Of A Stock Market Top In July

Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.(3:00) - Continue to buy high quality companies on pullbacks(9:00) - Why Victor believes in Tesla(16:20) - Easier monetary stance coming from Fed?(33:40) - Tech sector favorites; still early in AI revolution(43:20) - Netflix earnings, and why it's the best, stickiest platform in the worldTranscripts on Seeking AlphaPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovNvidia: The Post-Earnings Drop ApproachesTesla: Strong Buy Ahead Of Q2 ResultsThe S&P 500: More Upside AheadPalantir: Strong AI Buy For The Long-TermTesla Stock: No AI Hype Here - Buy The DipAMD Is Cheap Again - Strong AI Buy HereWhy Palantir Remains My Top HoldingQQQ: The Tech Rally Is Just Getting StartedNetflix: A Strong Buy With EPS Growth, Multiple Expansion PotentialWill Tesla Become A Trillion-Dollar Company?

Will tough times continue for psychedelic stocks? (1:50) Analyst Alex Carchidi shares his views on the sector and specific stocks like Compass Pathways (4:20), Atai and Cybin (19:50) and the inevitability of big pharma buying up assets (32:10).Transcripts available on Seeking AlphaCybin: A Leading Early-Stage Psychedelics PlayAmerican Medical Association approves CPT code for psychedelic therapiesFDA drafts new guidance on psychedelic researchPsychedelic Sunday: Scrutinizing Psychedelic Stocks

Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.(0:30) - Tesla's charging network evolution - net benefit not clear(10:50) - Self-driving cars, robotaxis and Tesla's competitive advantageTranscripts available on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageTesla: Elon Musk Is Playing The Long GameTesla's China Exposure Faces New RisksTesla Motors (TSLA) Q3 2016 Results - Earnings Call TranscriptFree trial for James Foord's The Pragmatic Investor

Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation, Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.(1:10) - Zombie stock list: limited runway, bad business models.(3:35) - Uber burning too much cash(6:00) - Micro bubbles and David's wide variety of longsTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow ValuationsUber: Falling Knife You Don't Want To CatchValvoline's Transition Story Is A Growth Story

Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.(1:00) - What's coming at next Fed meeting?(4:50) - Has the Fed conquered inflation?(16:20) - China's economy and global liquidity(22:00) - Marc's outlook on the US dollar(28:50) - Is gold a viable alternative to USD?Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.(2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'(11:40) Why investors should focus on forward looking due diligence(19:45) Problematic small caps(24:40) Risk management; short selling not a bad thing(30:35) Yield curve creepTranscripts available on Seeking AlphaThe Magnificent Seven Or The Mediocre Seven?Forward-Looking Due DiligenceSPY: Recent Gains Distract From Weakening Long-Term Price TrendQQQ Outperforms DIA: Time To Be Cautious... And FlexibleNasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGGS&P 500 Could Slide To 3,000, SPXT An Escape HatchQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEREK: With REITs Looking Awful, This Little ETF Is A Hidden Gem

David Trainer discusses sectors, stocks and investing strategies.(2:05) For near-term, it's really all about liquidity(9:10) Looking at the market from a sector level(15:40) Uber's valuation still extremely expensive(18:35) David's long stock picksTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations

Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today. (2:40) AI, large language models and commercial implications for big tech(12:40) Is Nvidia in a class of its own?Full episode originally published June 15, 2023 on The Pragmatic Investor.Free trial for James Foord's The Pragmatic InvestorEpisode transcripts on Seeking AlphaA Data Scientist Explains Large Language Models And Implications For BusinessesNvidia Bulls Are Way Overestimating AI GPU Demand

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).(1:00) Pay attention to why shareholders buy into a stock(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits(23:00) Is management aligned with shareholders?(32:00) Shipping sector - why macro drives everythingWhy I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming StormZIM: The Value Trap Has Finally Been ExposedFree 14 day trial for Julian Lin's Best Of Breed Growth StocksEpisode transcripts on Seeking Alpha

Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.(2:00) - Can't value Tesla (TSLA) like a regular auto company(6:45) - Evolution of Tesla's charging networks(18:20) - Does Tesla's competitive advantage still exist?(36:40) - Investing for the future - is Tesla a good investment?Investing Experts episodes with transcripts on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageFree 14 day trial with James Foord's The Pragmatic Investor

Callum Turcan shares his bullish take on Exxon Mobil (0:30) and David Alton Clark shares his bearish thesis (1:50).This is an abridged version of our recent conversation, Exxon Mobil - Is Good News Priced In? Bull/Bear Thesis With David Alton Clark And Callum TurcanWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil: Trees Don't Grow To The SkyTranscripts found on Seeking AlphaFree 14 day trial for David Alton Clark's Winter Warrior Investor

Brad Thomas talks to Kirk Spano about REITs and real estate investing.(6:00) - REITs for insulation and income generation during potential recession(15:40) - Are industrial REITs underappreciated and which US regions look the best?(22:10) - Concerns about the sun belt region, primarily Florida(37:00) - STAG Industrial's consistent earnings and dividend growth(44:20) - VICI and gaming REITs Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on AlphaAll Investing Experts episodes with transcripts on Seeking AlphaWhat My 30+ Years As A Real Estate Investor Taught MeAgree Realty: From Ugly REIT Duckling To Super SWANW.P. Carey: 'Built For A Recession'Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)VICI Properties: Doubling Down

Is good news already priced into Exxon Mobil (XOM)? David Alton Clark explains why he's bearish and Callum Turcan lays out his bullish case on Exxon Mobil - the stock appears to be moderately undervalued using discounted free cash flow analysis.Free 14 day trial for David Alton Clark's Winter Warrior InvestorWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil Has Ample Upside In Current EnvironmentExxon Mobil: Take The Money And RunExxon Mobil: Trees Don't Grow To The SkyAll Investing Experts episodes with transcripts

CashFlow Hunter runs Catalyst Hedge Investing and is bearish on 3M (MMM). Brett Ashcroft Green is bullish on the stock. Today they discuss their investment thesis. Sign-up for free 14 day trial with Catalyst Hedge InvestingInvesting Experts episodes with transcripts on Seeking Alpha3M: Positive Lawsuit Developments For This Cheap Dividend King3M: Catalysts For A Potential BankruptcyCashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge InvestingTake full advantage of Seeking Alpha's features with a Premium subscription

Crypto Waves Founder Ryan Wilday joins James Foord, The Pragmatic Investor, to discuss the evolution of his Bitcoin thesis (0:30), why he prefers BITO to GBTC (2:00) and how he uses Elliott Wave analysis (8:05). Full episode originally published May 4, 2023 on The Pragmatic Investor.Sign-up for free 14 day trials with Crypto Waves or The Pragmatic InvestorInvesting Experts episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscriptionRyan Wilday's Twitter

Victor Dergunov, The Financial Prophet, talks to James Foord, The Pragmatic Investor about tech earnings, options strategies and his favorite long-term picks.Full episode originally published April 27, 2023 on The Pragmatic Investor.(3:45) Investing strategy - turning covered calls into collar plays(15:30) Why Palantir (PLTR) is cheap(25:15) Long-term bull on Bitcoin and certain altcoinsFree 14 day trials with The Financial Prophet and The Pragmatic InvestorInvesting Expert episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscription.

Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.View this episode's transcript on Seeking AlphaSubscribe to Margin of Safety InvestingFollow Ramy Taraboulsi, CFA

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.(3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence(7:10) - AI won't be slowed - military investing more than any company(13:30) - Neural networks, AI hype and building something we don't understand(28:20) - Major problem with AI is lack of computing power. What stocks make sense?(50:25) - Lockheed Martin's quiet AI work; bearish on Google.Recorded on June 1, 2023Show Notes:Kirk Spano's Investing Group, Margin of Safety InvestingFollow Ramy Taraboulsi, CFA All Investing Expert episodes with transcriptsBeware: The Singularity Is Almost Here

The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.(1:00) - Insight into Fed funds market(4:45) - Will we achieve a soft landing?(16:20) - Combining fundamental and technical analysis(20:45) - Sectors currently offering the most value (30:00) - Bitcoin and the broader crypto marketRecorded on May 30, 2023Show Notes:James Foord's Seeking Alpha articlesSubscribe to The Pragmatic InvestorMike Zaccardi's Seeking Alpha articlesInvesting Expert episodes with transcriptsMike Zaccardi on Twitter

Our guests this week, Zac Mannes and Garrett Patten from Stock Waves, and The Pragmatic Investor, discuss Elliot Wave Theory and investor sentiment.(0:30) - Forecasting US stocks with Elliot Wave Theory and investor sentiment(4:20) - Incorporating fundamental with technical analysis(9:00) - What is an ideal set-up?(13:40) - Long-term top; risk skews to downside(19:40) - Bitcoin, crypto won't decouple too drastically from broader marketFree 14 day trials with Stock Waves and The Pragmatic InvestorAll Investing Expert episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscription.

Kirk Spano and CashFlow Hunter return to discuss:(0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)(8:00) - Rules for shorting stocks; never short based on valuation(14:00) - Banks tightening; harbinger of recession?(24:00) - Iris Energy (IREN) and Bitcoin mining(35:00) - 3M (MMM) as a high conviction pick(47:00) - Energy picks, pipeline companiesKirk Spano and CashFlow Hunter's Investing Groups:Margin of Safety InvestingCatalyst Hedge InvestingAll Investing Expert episodes - with transcripts on Seeking Alpha

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).Show Links:Subscribe to Green Growth GiantsInvesting Experts with Transcripts

We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.Get Access To The Data Driven Investor(00:24) - Andres explains why he is liking risk-on stocks(05:45) - Which risk-on stocks Andres finds favorable (07:35) - Deeper take on AMD as an AI chip winner (09:57) - Worries about Government Regulation around AI(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI (14:27) - Should companies that use AI be able to command higher price multiples(15:59) - What are red flags that investors should be aware of in regard to AI (17:30) - Where is Apple?

The Pragmatic Investor's James Foord and The Portfolio Architect's Lawrence Fuller discuss current Fed policy, inflation outlook and recession potential. Was that the last rate hike - has the Fed paused? (2:30)Have we avoided a recession? (10:40)Regional banks' liquidity crisis (14:30)Why Gannett (GCI) is Lawrence's largest holding (22:40)Options and dividend portfolio strategies (45:30)Show Links:Subscribe To The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsThe Pragmatic Investor Podcast

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 industry(09:06) - Individual names that investors should research further(13:14) - Which company has the best management team(19:32) - What investors need to listen for on the earnings calls(23:08) - The Lithium Price Safety Net

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.

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 guage for the market is…(11:14) - Are we in a recession right now?(14:16) - Employment number revisions. What are they signaling?(18:47) - Are you still telling people to buy defensive stocks?(21:55) - Real Estate & REITs(26:24) - Commercial Real Estate - what’s coming?

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 StocksJulian Lin on Seeking AlphaKirk's Investing Group: Margin of Safety InvestingKirk Spano on Seeking AlphaInvesting Experts Episodes With Transcripts Seeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 WizardFollow Avi Gilburt

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 WizardFollow Avi Gilburt

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 NowWatch The Innovate 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) - How Much Value Can Investors Expect From GBTC If It Converts-----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 AlphaBest of Breed Growth StocksKirk Spano on Seeking AlphaMargin of Safety InvestingSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 AlphaCatalyst Hedge Investing Life After Silicon Valley Bank: Tighter Credit Conditions3M: Catalysts For A Potential BankruptcyCoinbase: All's Not Well(s)Seeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 GrowthSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 Rest Of This Year (07:13) - The Proof Of The Models(08:38) - Earnings On Deck!(11:09) - Why Not FANG Stock Now? (13:35) - Markets Are Positive! What Gives?(17:58) - Where Should New Capital Go To Work?(19:11) - The Story Of A Deflated VIX (23:02) - How Did You Know To Get Out Of Tesla Before Earnings? -----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 AlphaQuant Ratings ExplainedTop 5 Stocks For Earnings SeasonSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 AlphaMargin of Safety InvestingDilution And M&A Coming To BanksHow To Avoid Losing Money Through The VolatilitySeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 HereIs 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 trading cryptocurrencies(09:20) - Is this a new bull market for cryptocurrencies? (11:49) - What's your take on the US Government going after crypto?(14:41) - Advice on a starter position(19:46) - Bitcoin's Price Target(20:30) - Ethereum's Price Target(23:29) - What is the current Elliot Wave Count for Bitcoin? -----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 AlphaBest of Breed Growth StocksCannabis Growth InvestorSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 BitcoinShow Notes:Kirk Spano on Seeking AlphaMargin of Safety InvestingSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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 MonopolyNelnet: Transitioning To A Best-In-Class Capital Allocator------00:43) - Overall Market Opinion(01:55) - Idea Generation Process(03:02) - Lict Corporation Pitch(11:31) - Nelnet, Inc Pitch(18:16) - What should make potential shareholders excited about this stock?(26:26) - Outro -----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 Stock List?"(17:59) - First stock pick(20:19) - Second stock pick(21:31) - Are these picks for dividends or capital appreciation?(22:31) - Third stock pick(25:18) - Why hasn't the stock price of David's 3rd pick not moved since 1994?(27:38) - Does David expect interest rate cuts in the near future?-----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 system? (28:00)Is Charles Schwab (SCHW) a worthy investment right now? (30:30)Show Notes:CashFlow Hunter on Seeking AlphaDecember 2022 article on Silicon Valley Bank Silicon Valley Bank Fallout: Opportunity In Schwab?Seeking Alpha Premium and PROSeeking Alpha Investing Groups

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 REIT earnings so far this year(15:30) Favorite REIT for this year(19:37) JEPI or SCHD ETF insight breakdown(23:20) JEPI or SCHD ETF for a new investor?(25:32) Outro & Disclosures-----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 hereSign 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-----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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 year? (20:31) The velocity of the money supply and what it means for the US markets(30:25) Diversifying your portfolio of risk(36:00) The Hot Take On Bitcoin(42:44) Get in contact with Clem---------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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

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 NewsletterCheck 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.

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, and transcription.

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.

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 Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

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 AlphaCheck 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.

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 visualizations, and transcription - https://bit.ly/3WmuUTZ

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/3AfmdBkRead 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.ly/3WmuUTZ

We're joined by Beth Kindig and Knox Ridley from Tech Insider Network to get the rundown on their Netflix position. Plus, we cover their market outlook for 2023, and what to expect from tech this earnings season.Join Tech Insider Network - https://bit.ly/techinsidernetwork-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

We sit down with Seeking Alpha contributor Raul Shah to discuss why he is a shareholder of Hims & Hers Health (HIMS) and Devon Energy (DVN). The guy knows his stuff! Check out Raul Shah's articles on Seeking Alpha - http://bit.ly/3igvmEMJoin Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

We're diving into the world of Adobe and the business segments that make this behemoth thrive. We also share perspectives on the looming Figma acquisition and why it makes sense. Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaksJoin Bertrand on App Economy Portfolio - https://bit.ly/appeconomyportfolio

We're unpackaging Broadcom's history and what fuels the massive revenues and free cash flows of this incredible company. The guys also share their thoughts on the potential VMware acquisition and the regulatory hurdles it has to go through. Join Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks

We're joined by Alex King from Cestrian Capital Research who runs the hit Seeking Alpha Marketplace service Growth Investor Pro. We discuss specific tech investment names and if they are recommending them, Open AI's Chat-GPT, and if a recession is coming.Check out Growth Investor Pro - http://bit.ly/3W0Is7BJoin Austin on Cash Flow Freaks - https://bit.ly/cashflowfreaks-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

Daniel makes the case that Elon Musk listened to his idea for Twitter, Austin asks burning questions about Apple, and Austin and Daniel dig deep into Datadog - a growth company that they say has huge potential.Grab your free 14-day trial of Austin's service Cash Flow Freaks - https://bit.ly/cashflowfreaks-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ

The mouse house (Disney) has its long-time leader back, Daniel got a hold of FTX's "balance sheet," and Austin is giving the pitch on Hims and Hers stock (HIMS).

We're diving into Dick's Sporting Goods (DKS) vs Academy Sports and Outdoors (ASO). How do the companies match up on fundamentals, debt exposure, footprint space, and technicals? We're breaking it down!

We're joined by Bertrand Seguin from App Economy Portfolio to recap the state of mega-tech companies + Disney post-earnings season. Plus, we play bullish or bearish on big headlines moving stock prices today.

We're digging deep into Caterpillar stock. What's to like, what we should worry about, and what levels are appealing for entry or exit of a position.

We're diving into SentielOne, Inc., a well-funded cybersecurity stock Austin says is taking over the mid-market share, plus Vladimir Dimitrov joins us to break down the Intel Mobileye IPO, thoughts on Exxon Mobil and Oracle, and we play bullish or bearish with breaking headlines for the week.

Paypal vs. Block: The showdown on Investing Experts Podcast! We're diving into whether either of these companies are worth your investment right now or whether both are headed for the landfill. Plus Daniel's bringing a surprising headline to the conversation in regards to the founder of Bitcoin.Check out Seeking Alpha's Alpha Picks! - https://bit.ly/3K2unS3

We're breaking down General Electric (the company, management, and the stock,) sharing takes on market headlines in bullish or bearish, and we're joined by Eric Basmajian from EPB Macro Research to discuss economic data and how that is affecting the market.

We recap Chris DeMuth Jr.'s excellent Twitter trade from the last episode, play bullish or bearish, dive into what is happening to 3M stock, and catch up with Louis Stevens from Beating The Market to get his take on OKTA stock.

We do a deep dive into Micron stock and whether now could be a good time to start a position. Also, Chris DeMuth Jr. joins us to dive into Apple, Disney, and more!

We dive into a beaten-up stock that has been a staple of the American economy for over a century.

In this episode. we're analyzing a best-in-class stock that Daniel has towards the top 10 of his watchlist, and Austin is pitching his take on a stock competing against Starbucks! Oh, and did we mention.. Mike Saul is back!

We're discussing Apple before the "Far Out" event, analyzing a stock in the battery creation space, and we are joined by Scott Kaufman from High Dividend Opportunities to get his insights on safe dividend stocks.

We're breaking down your stock requests from last week! Coca-Cola, Meta, Futu Holdings, and more. Not to mention we take a look at the past as to what has happened with Disney's stock price since episode 5.

We're breaking down Star Bulk Carriers Corp. (SBLK) - a stock pick selected by our audience last week, and we're joined by Mike Fay from Blockchain Reaction to get some answers on what is happening to the crypto space.Connect with Mike Fay on Blockchain Reaction - https://bit.ly/3AfmdBkGet Started With Seeking Alpha Premium Today - https://bit.ly/3uX5TDY

We're diving deep into Disney stock and sharing what to watch for in the year ahead for the company + share price. We're also joined by Brad Thomas, from iREIT on Alpha, to discuss everything about investing in the REIT sector right now.

We cover even more notable earnings during this earnings season, share thoughts on Uber's latest report, and are joined by Michael Boyd from Energy Investing Authority to ask him: where is energy going from here?

We dig into Tesla earnings, the 3 big mobile carriers (Verizon, AT&T, and T-Mobile,) and share our thoughts on Meta, Apple, Real Estate volume vs price, and more!

We're breaking down notable earnings, discussing consumer spending, and special guest Bertrand Seguin joins us to discuss his focus on the tech sector in this market environment. More from Seeking Alpha: https://bit.ly/3HksZJjStart Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY

We're breaking down an advantage Alphabet has, discussing whether a recession can happen with a strong job market, and will be joined by special guest Eric Basmajian from EPB Macro Research to discuss macroeconomic conditions.