Investing Experts

Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20).Show Notes:Why The Market May Hit A Wall HereHere's Why I Increased My Tesla PositionAlphabet: Still A BuyPalantir: It's Just Too Expensive HereEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts chats with Julia Ostian, an analyst passionate about misunderstood businesses; Jack Bowman, a former teacher turned investment advisor focused on risk management; and Kenio Fontes, a Brazilian analyst keen on tech trends. They dive into insights on the overheated market, the role of the Federal Reserve, and the impact of geopolitical tensions, particularly concerning China. The group also discusses investment strategies around major players like Amazon and Uber, emphasizing adaptability amidst market volatility.

Dan Rayburn, a renowned sector expert in streaming and media, dives into the latest industry trends. He discusses the strategic realignments of WBD and Comcast, contrasting their moves with Disney's traditional approach. The conversation highlights Netflix's stronghold in streaming, as well as its potential partnership talks with Spotify. Rayburn critiques the reliability of metrics like Nielsen ratings and emphasizes the significance of ARPU. He concludes with insights on the evolving landscape of streaming services and the tough financial terrain faced by platforms like Peacock.

Michael Kramer, from Mott Capital Management and Reading The Markets, dives into the complexities of the current market landscape. He discusses the surprising recovery in the first half of the year and expresses concerns over the 'Magnificent 7' tech stocks, now down to a troubling trio. Kramer shares insights on the potential of AI in healthcare, reflects on regrets regarding Amazon versus Nvidia, and critiques Tesla's market challenges. He emphasizes monitoring economic indicators, particularly unemployment, to navigate investment risks effectively.

David Keller, President and Chief Strategist at Sierra Alpha Research, dives into market dynamics against a backdrop of economic uncertainty. He offers a technical analysis of the S&P 500 and Nasdaq, emphasizing that buy-and-hold strategies are still viable. Keller discusses extreme tech valuations and highlights Tesla as an outlier. The podcast also touches on counterintuitive trends in the dollar and oil prices, along with the evolving landscape of Bitcoin and its practical applications. Consistency in investing practices is a key takeaway for listeners.

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30).Show Notes:Why J Mintzmyer Is Short Walmart And Long 3 Shipping StocksDisruptions And Delays Usually Bullish For Shipping RatesJ Mintzmyer's Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).Show Notes:Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy CallDeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking AboutStressful Markets, But Lots Of Opportunities In TechEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals (18:00). Oil supply and demand (19:00). Bitcoin: more counter-intuitiveness (21:40).Show Notes:Danielle DiMartino Booth On America's Game Of ThronesShould We Trust Economic Data?Quill IntelligenceEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Joe Albano, founder of Tech Cache, shares his insights on navigating the tech market. He discusses the upcoming market pullbacks and the importance of patience in investment strategies. Albano dives into Bitcoin, preferring direct ownership over ETFs, and analyzes thematic ETFs' complexities. He highlights the impact of tariff costs on AI spending and discusses the current valuation landscape among mega-cap stocks like Meta. Listeners gain valuable perspectives on combining fundamental and technical analysis to identify lucrative opportunities.

Steven Cress dives into the current volatile market, advocating for a barbell investment strategy. He shares insights on why Barclays is a strong buy and highlights stocks like Prudential from Asia and FinVolution. The discussion flows into the merits of New Gold and Gold Fields, showcasing their potential. As inflation and interest rates loom, Cress offers a quant-based approach to stock selection, ensuring a well-rounded portfolio for the uncertain times ahead.