Investing Experts

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.

Rob Isbitts, the founder of Sungarden Investment Publishing and a risk management expert, dives into the essentials of investing. He emphasizes that successful strategies begin with proper risk management to navigate today's complex markets. He explains his 'dog collar' strategy for Disney stock and discusses the ROAR score for investment decisions. Isbitts also shares insights on technical analysis, the importance of adaptability, and offers techniques for managing risk effectively in evolving market conditions.

Michael Wiggins de Oliveira, a savvy investor behind Deep Value Returns, discusses his unique approach to inflection investing—targeting companies poised for significant cash flow despite market doubts. He elaborates on smart stock valuation in today's challenging environment, shares insights on portfolio returns for 2024 and 2025, and dives into the importance of strategic exits. With compelling examples like DocuSign and Super Micro Computer, he reveals how to identify hidden opportunities while navigating investment risks.

James Kostohryz, a macroeconomics expert leading the Successful Portfolio Strategy group on Seeking Alpha, discusses potential economic shocks expected by 2025. He critiques unrealistic S&P EPS growth expectations and the consequences of soaring inflation and interest rates. Kostohryz shares allocation strategies for potential recessions and scrutinizes geopolitical risks, particularly the tensions between Israel and Iran. He also delves into the factors behind Bitcoin's recent price surge, examining investor sentiment versus traditional valuation methods.