JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:JD Henning's Value & Momentum Breakouts Investing GroupTracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)Chaim Siegel's Fed Trader Investing GroupHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Eric Basmajian, a business cycle expert, discusses how presidential elections impact economic trends. Joining him are Michael Gayed, who analyzes sector opportunities depending on political outcomes, and Chaim Siegel, offering insights on geopolitical influences. They explore how market sentiment and tariffs could affect companies in a Trump scenario. The trio emphasizes that economic cycles matter more than individual politicians, dissecting cumulative inflation's impact and the potential ramifications of shifting U.S. leadership on global markets.

Fed trader Chaim Siegel talks about fundamental and technical bullishness. The discussion focuses on CPI perfect numbers, Fed hiking, fighting inflation, and bonds. Siegel is bullish for 2024. The podcast explores the impact of inflation on the market and Fed's quantitative tightening.

Chaim Siegel, investing expert and advisor at Elazar Advisors, discusses his bullish outlook for 2024. He emphasizes the importance of jobless claims as an indicator of the economy's health. Siegel also explores the impact of jobless claims, GDP, and interest rates on the bond market, highlighting the major drivers of bond rates. He further analyzes the relationship between bond yields and the stock market, including the influence of the Federal Reserve and potential risks and outcomes involved.

Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan to discuss the Fed's decision and its impact on the market. They analyze Powell's remarks, the stock market's response to the Fed's pause, and the discrepancy between rate expectations and the stock market's role.