Investing Experts

Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).Episode transcriptsShow Notes:Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsStar Bulk Carriers InterviewJ Mintzmyer's 2 Favorite TankersInternational Seaways: Tanker Market Updates, Seasonal Upside AheadFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.Episode transcriptsShow Notes:Investing Lessons From The World Series Of PokerFannie And Freddie: My Favorite Trump StocksIs Enhabit Dead? Not Quite YetUS Steel gains after arbitration panel rules in its favor in a dispute with union For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35).Episode transcriptsShow Notes:Imran Khan On Psychedelics - More We Don't Know Than We DoPsychedelic Stocks: Focus On Their CashFDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUsUranium A Big Part Of Our Energy Future - Chris DeMuth Jr.Palantir, BP ink pact for new AI capabilitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ahmed Abdelazim, an expert in small and mid-cap stocks, shares insights on why he prefers these investments. He highlights the importance of financial health, discussing Peloton's heavy debt as a cautionary tale. Bullish on Confluent's innovative revenue model, he praises Clover Health for its impressive margins. The conversation also explores the semiconductor and space sectors as promising areas for growth. Abdelazim emphasizes strategic timing for buying and selling stocks, guiding listeners on making informed investment decisions.

Lois Zabrocky, the CEO of International Seaways, and CFO Jeff Pribor delve into the intricacies of the tanker market. They discuss how geopolitical tensions, Red Sea disruptions, and sanctions are shaping the industry's current landscape. The duo emphasizes the remarkable balance sheet improvements and strategic fleet management that will impact future oil demand. They highlight their dividend strategies amidst investor concerns and the company's attractive valuation, showcasing the potential for growth in a fluctuating market.

David Tice, founder of the Prudent Bear Fund, discusses his commitment to strict fund mandates and the performance of shorting strategies this year. Rob Isbitts, a financial expert, shares insights on the inevitability of market bubbles leading to crashes, predicting a downturn in 2024 or 2025. They examine the challenges of short selling during bull markets and the importance of reliable hedging strategies. Their engaging conversation emphasizes risk management while navigating current volatile market dynamics.

Samuel Smith, a high yield investor, shares his expertise in maximizing returns through high yield strategies. He discusses how macroeconomic factors impact high-yield companies and delves into the promising prospects of REITs and dividend strategies, particularly highlighting Energy Transfer. Smith provides insights into the world of precious metals, suggesting key mining investments and ETFs. He emphasizes the importance of a long-term mindset in navigating market volatility while building a sustainable investment portfolio.

Join Steven Cress, Head of Quantitative Strategy at Seeking Alpha, as he dives into the intricacies of quantamental analysis amidst today’s market volatility. He discusses the intriguing performance of the Magnificent Seven stocks and explores the potential risks of concentration and deceptive narratives. Cress analyzes key economic indicators, assesses the implications of an inverted yield curve, and shares insights on identifying investment opportunities in underperforming stocks. It’s a lively conversation packed with market trends and strategies!

Rob Isbitts, an expert in tactical portfolio management, shares insights on navigating today's volatile markets. He discusses risk management strategies, likening portfolio tactics to fantasy sports. Rob reveals the success of his YARP portfolio, gaining even when the S&P struggles. He explains his decision to triple his investment in Starbucks, emphasizing a blend of strategy and luck. The conversation also highlights the importance of adaptability in both ETF and dividend investing, moving beyond traditional buy-and-hold approaches.