Investing Experts cover image

Investing Experts

Latest episodes

undefined
Sep 13, 2023 • 22min

Unlocking cannabis: legalization timelines, debt risk + unique value plays with Alan Brochstein & Julian Lin

Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs.Subscribe to 420 InvestorSubscribe to Cannabis Growth InvestorTranscripts on Seeking AlphaShow Notes:Beaten-Up Hydrofarm Stock Is Cheap And Could Increase SignificantlyCannabis stocks extend rally amid positive news on regulatory front2 Cannabis Stock PicksBeware Canada 2.0Cannabis Investors, Fake It Till You Make ItNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinCuraleaf Could Fall To $2For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Sep 12, 2023 • 44min

Why CashFlow Hunter's short 3M and long Iris Energy

CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingTranscripts on Seeking AlphaShow Notes:How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green3M: Potential Ear Plug Settlement At Low End Of Estimates Does Little To Address Major RisksIris Energy: The Reasonable And Renewable Play On BitcoinIris Energy: Nvidia Chip Purchase Signifies Entry Into AI/High Performance Computing SpaceFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Sep 11, 2023 • 23min

Market crosswinds and Nasdaq looking better than Dow

Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25).Transcripts on Seeking AlphaShow Notes:Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsXHB: Sell Rating Issued, As Homebuilding Risks RiseQQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Sep 6, 2023 • 20min

The key to investing success is being wrong a lot

The key to investing success is being wrong a lot, says Rob Isbitts and Matthew Tuttle (0:35). Dead money and lost opportunity costs (2:20), S&P 500 + NASDAQ risk, looking at gold miners (6:00) and real life examples of portfolio allocation (12:15).Show Notes:S&P 500 Could End Full-Year 2023 In The Red: How To Capitalize (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyChart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Aug 28, 2023 • 46min

Cannabis investing with Alan Brochstein & Julian Lin - REITs and Canadian LPs over MSOs

Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).Subscribe to Julian's Cannabis Growth InvestorSubscribe to Alan's 420 InvestorShow Notes:Innovative Industrial: Top Cannabis Pick With 9% Dividend YieldMasterClass In Cannabis Investing ReduxTop Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake CapitalNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinOrganigram Is Still My Favorite Cannabis StockCuraleaf Could Fall To $2Trulieve Offers An Excellent EntryTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Aug 23, 2023 • 18min

Top AI stock picks and Foot Locker's disappearing dividend with quant pro Steven Cress

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses the recent pullback in AI stocks, Nvidia's value metric, top buy-the-dip opportunities, and how Quant Ratings detected Foot Locker's problems.
undefined
Aug 22, 2023 • 19min

Chart watching + does stock market history rhyme, repeat or not matter that much?

Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00).Show Notes:Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Aug 22, 2023 • 41min

Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
undefined
Aug 21, 2023 • 35min

Wall Street's freaky season, trading updates and China's disappointing data

Discussion on Wall Street's freaky season and China's disappointing economic data. Analysis of key resistance on 10 year U.S. Treasury yield. Insights on market timing, trading updates, and portfolio offense and defense.
undefined
Aug 17, 2023 • 50min

Ryan Wilday on Bitcoin, Ether, Coinbase charts from an Elliott Wave perspective

Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).Subscribe to Crypto WavesShow Notes: Cryptocurrencies And Elliott Wave Analysis With Ryan WildayWhere's Bitcoin Going In The Second Half Of 2023?3 Altcoins To Consider In 2023Revisiting BITO And GBTC Before The Coming Bull Market In BitcoinHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow HunterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

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

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

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