Investing Experts

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.

Florian Grummes, a precious metals expert, and Ryan Wilday, a cryptocurrency analyst, dive deep into the dynamics of gold and Bitcoin. Grummes explains how geopolitical events and de-dollarization impact gold prices. Wilday discusses Bitcoin's price action and its long-term investment potential. They emphasize the importance of including physical gold in portfolios and share strategies for navigating the crypto market. Additionally, they touch on Bitcoin ETFs and the lesser role of US elections in these investment decisions.

Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.Show Notes:Coterra Energy's Careful GrowthWhy APA Corporation Stock Is A Bargain NowRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Guests Joe Albano, an investing expert at Tech Cache, and Victor Dergunov, known as The Financial Prophet, delve into the shifting landscape of tech stocks and AI investments. They analyze what happens when growth numbers decline and discuss how political outcomes, such as a Trump or Harris victory, might impact the semiconductor industry. The duo also explores investment opportunities within various AI tiers, emphasizing companies like Palantir and Tesla. Their insights reveal critical connections between market trends and upcoming political shifts.

Jennifer Warren, an investing expert specializing in AI and energy markets, dives deep into the transformative effects of AI on data centers and energy demand. She discusses how technological advancements are reshaping corporate strategies and the importance of M&A in the energy sector. Warren analyzes the implications of fluctuating oil prices for various market players and highlights nuclear energy's potential alongside skepticism about its near-term impact. The conversation explores investment opportunities in big tech and renewables, offering valuable insights for savvy investors.

James Kostohryz, a macro-oriented investor and global strategist known for his top-down approach, shares his insights on pressing geopolitical risks. He discusses how tensions between Israel and Iran could lead to oil price spikes and potentially trigger a bear market. The conversation also touches on FOMO in investing, urging listeners to reconsider asset allocations in light of macroeconomic uncertainties. Kostohryz highlights the market's tendency to underestimate risks, emphasizing the need for strategic adjustments amidst geopolitical turmoil.

Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.Find out more about Sifting the WorldRead the transcript!For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this engaging discussion, experts Alex Pettee, Brad Thomas, and David Auerbach dive into the world of Real Estate Investment Trusts (REITs). They explore how REITs function like bonds and the impact of rising interest rates on their performance. The trio breaks down essential insights into different property sectors, the significance of preferred shares, and the long-term strategies for navigating market changes. With a bullish outlook on housing, they also highlight three specific REITs worth considering amidst the evolving landscape.

Steven Cress, VP of Quantitative Strategies at Seeking Alpha, dives into the current volatile market landscape and the importance of fundamentally-driven quant investing. He highlights the implications of a surging VIX and the significance of the longest yield curve inversion in history. Cress spotlights six fundamentally strong, beaten-up stocks, such as Twilio and Amphistar, showcasing their recovery potential. His insights emphasize a rational, data-driven approach to investing that prioritizes strong fundamentals over emotional reactions.

Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).Episode transcriptsShow Notes:The Role Of AI In PharmaceuticalsKirk Spano's Margin of Safety InvestingBhavneesh Sharma's Vasuda Healthcare AnalyticsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions