Investing Experts

Don Durrett, a seasoned mining analyst and author on Seeking Alpha, shares his insights on assessing mining stocks. He details a comprehensive checklist for evaluating companies, the distinctions between explorers, developers, and producers, and why producers shine in a bull market. Don also highlights three overlooked mining stocks: 1911 Gold, Talisker Resources, and Jaguar Mining, and discusses the importance of free cash flow for long-term success. Expecting gold corrections, he advises savvy investors to buy during dips.

Kirk Spano, an all-cap investor and founder of the Margin of Safety Investing group, dives into the intricacies of managing a diverse portfolio. He discusses the nuances of using options like covered calls and cash-secured puts to enhance income. Kirk highlights AST SpaceMobile as a standout example, examines the transformative impact of AI on investment strategies, and urges investors to identify mid-caps with growth potential. He also explores the implications of quantitative easing and the current state of Bitcoin, gold, and other crypto assets.

Sara Awad, a tech analyst at Seeking Alpha, shares her contrarian insights on the booming AI sector. She critiques the sustainability of the massive cash flow to companies like Oracle and Nvidia, cautioning against blind optimism. Highlighting China’s rising influence in AI, she argues that the market should not underestimate its impact. Awad also discusses Intel’s potential to elevate its market cap and how a US-TikTok deal could reshape ad strategies. Ultimately, she believes selective investments will yield winners amidst the speculative AI bubble.

Courage & Conviction Investing, the founder of Second Wind Capital, dives deep into the fascinating world of high-conviction small- and micro-cap investing. He shares a philosophical take on his investment strategies, discussing the promising yet challenging positions in Green Plains and Cineverse. The conversation shifts to the impact of tariffs, macro uncertainties, and contrasts the small-cap space with AI-driven mega-cap momentum. Engaging insights on navigating market realities and prioritizing life alongside investing make this discussion a treasure for investors.

Steven Cress, the Head of Quant at Seeking Alpha, brings over 30 years of experience in quantitative strategies. He delves into the GARP-plus approach, highlighting the crucial role of the PEG ratio in evaluating stocks. Cress discusses transparent performance metrics since 2010 and contrasts AlphaPicks with ProQuant. He spotlights three recommended stocks: Kinross, CommScope, and SSR Mining, detailing their profitability and dividend safety. Additionally, he shares insights on a barbell strategy for leveraging growth amidst potential rate cuts.

David Gardner, co-founder of The Motley Fool and author of Rule Breaker Investing, shares his secrets to beating the market by breaking conventional rules. He emphasizes the importance of long-term thinking and personalizing portfolios to reflect individual values. Gardner discusses the six traits of successful stocks and explains why management quality is crucial. Interestingly, he views perceived overvaluation as a potential buy signal, encouraging investors to embrace qualitative factors in their decision-making.

Michael Kramer, Founder of Mott Capital Management and author at Seeking Alpha, shares insights on today's financial landscape. He dives into the significance of the Fed's dot plot and inflation expectations. Tech stock valuations are scrutinized, highlighting the AI hype and risks associated with concentrated investments. Kramer also unveils undervalued healthcare opportunities and discusses metrics for assessing various sectors, providing a roadmap for multi-year investing strategies.

Danielle DiMartino Booth, a Fed expert and publisher of the Daily Feather, shares her insights on recent Fed developments. She discusses the potential impacts of rate cuts and stagflation on the economy. Booth emphasizes the importance of focusing on the Fed's balance sheet and highlights how dividends are becoming crucial for investors. As pressures mount around rising unemployment and inflation, she elaborates on the need for a strategic approach to investing in these turbulent economic times.

Emma Johnston, a Quant Strategist at Seeking Alpha, takes listeners through the intricate world of cannabis investments. She discusses the MSOS ETF's performance amidst regulatory challenges and the shift of buys to sells. The conversation delves into the risks associated with cannabis stocks and highlights potential U.S. picks like Green Thumb. Emma emphasizes a quantitative approach to understanding valuations and navigating market dynamics, while maintaining a cautiously optimistic outlook on future growth in the sector.

Michael Kramer, a macro trends and market volatility expert from Reading The Markets and Mott Capital Management, dives into the impacts of trade wars on market dynamics. He explains the difference between implied and realized volatility and discusses strategies for protecting portfolios amid uncertainty. Kramer also highlights the Federal Reserve's potential pivot on tightening policies, the significance of the reverse repo facility as a liquidity signal, and the cautious approach investors should take in the current climate.