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Investing Experts

Latest episodes

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4 snips
Dec 3, 2024 • 16min

Should your long-term goal be to live off dividends?

Dividend investing offers intriguing possibilities for long-term wealth. The discussion emphasizes the importance of focusing on companies with strong free cash flow, like Visa and Meta. Myths surrounding sequence risk and tax advantages are debunked, providing clarity for investors. The podcast also sheds light on evaluating dividend growth stocks and understanding the implications of dividend changes. Historical payments reveal management's confidence, highlighting a strategic approach to building income over time.
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13 snips
Nov 26, 2024 • 26min

Trinity Capital: An asset manager in BDC clothing

Kyle Brown, CEO of Trinity Capital, shares insights on their unique approach as an asset manager within the Business Development Company structure. He discusses the importance of dividend stability and growth, alongside critical financial metrics like NAV, EPS, and ROE. Kyle highlights the recent stock buyback strategy and emphasizes the significant role of private credit and liquidity in the current market. He also delves into Trinity's focus on maintaining attractive valuations amidst economic shifts, making it a compelling choice for investors.
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9 snips
Nov 25, 2024 • 33min

Finding winners in biotech, probably the riskiest sector

Jonathan Faison, a biotech investing expert and leader of the ROTY Biotech Community on Seeking Alpha, shares his methods for navigating the volatile biotech sector. He discusses how to identify potential winning stocks amidst fluctuations. The conversation dives into recent challenges in the market, the strategic importance of sector ETFs, and updates on key companies like Sutro Biopharma and Voyager Therapeutics. Faison emphasizes the value of community in investing, highlighting how shared insights can enhance decision-making in the complex biotech landscape.
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Nov 21, 2024 • 49min

The art of being a contrarian with Courage & Conviction Investing

Daniel Snyder, a renowned contrarian investor known for his small-cap strategy, shares his investing wisdom. He discusses why he confidently supports companies like Carvana and Zeta, revealing the significance of consistency in his portfolio. Snyder highlights the surprising 10% dividend from CuriosityStream and expresses excitement about BuzzFeed's potential. He also explores the airline industry's challenges, particularly Spirit Airlines and Mesa Air, while emphasizing the need for a disciplined approach in navigating volatile markets.
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Nov 20, 2024 • 29min

Taking note of market patterns

David Keller, a market strategist and host of the Market Misbehavior show, delves into the fascinating interplay of investor psychology and market patterns. He discusses the bullish sentiments surrounding financials and infrastructure alongside the pitfalls of lowered earnings expectations. Keller also sheds light on the latest Bitcoin surge and the intrinsic volatility of crypto markets, offering strategies for navigating these turbulent waters while emphasizing the need for technical analysis in decision-making.
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Nov 18, 2024 • 17min

Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated

Dhierin Bechai, head of the Aerospace Forum, shares insights on the precarious situation facing Spirit Airlines as it nears bankruptcy. He discusses Boeing's uphill battle for financial recovery and the significant work needed to improve its valuation. Bechai highlights investment prospects within the defense sector, especially Lockheed Martin's F-35 program. He also examines the burgeoning space industry, emphasizing the technological race and the critical role of cash flow in assessing investment potential.
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4 snips
Nov 14, 2024 • 32min

Not all dividend ETFs are created equal

Jake emphasizes the value of stable, cashflow-positive companies for dividend growth investing. He dives into the risks associated with dividend cutters and offers insights on choosing the right dividend ETFs, like SCHD and DGRO. The discussion also highlights strategic approaches for retirees, balancing growth and stability in their investments. Listeners gain valuable tips on navigating the complexities of dividend investing, including emotional aspects and the significance of resilience in companies.
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6 snips
Nov 13, 2024 • 22min

Short + long strategies and what alpha's really all about

Edward Schneider, a veteran analyst at Seeking Alpha, dives into his investment philosophy centered on shorting fundamentally overvalued companies. He discusses the intricacies of timing in the semiconductor cycle and the challenges of value investing in the tech sector. Schneider emphasizes the importance of reasonable growth stocks while sharing insights on setting fair valuations, particularly for Illumina. His expert take on short-selling strategies in tech adds a fascinating layer to understanding market dynamics.
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9 snips
Nov 12, 2024 • 14min

Dividend investing: let compounding do its thing

Ryne Williams, a dividend investing expert, shares his insights on the benefits of dividend strategies and stock analysis. He explains how dividend cuts can sometimes be justified, urging investors to evaluate a company's overall health. Ryne highlights Visa as a solid choice for dividend stocks but warns about potential yield traps that can lure investors into high-risk situations. Throughout the conversation, he emphasizes the importance of thorough financial analysis to ensure a smart, long-term investment approach.
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15 snips
Nov 7, 2024 • 37min

Stock pickers, know when you're going to sell

Gary Vaughan, host of Daily Stock Picks and a pro at fundamental and technical trading, shares his journey from casual investor to expert podcaster. He discusses crafting effective investing strategies with an eye on tech earnings, revealing why Apple is his top pick. Listeners learn about quant rankings, standout stocks like SharkNinja, and the crucial need for exit plans in trading. With insights into personal risk tolerance and innovative stock analysis tools, Vaughan encourages a tailored approach to building a successful portfolio.

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highlights

Listen to the best highlights from the podcasts you love and dive into the full episode