Investing Experts

Jason Najum, a seasoned expert in the psychedelic sector, shares insightful commentary on recent FDA developments impacting MDMA treatments for PTSD. He sheds light on how the recent news might serve as a hidden advantage for companies like Cybin, COMPASS Pathways, and MindMed. Najum emphasizes the importance of trial data and financial health as indicators of success. He also discusses the shifting dynamics of the industry, the implications of political leadership, and the evolving landscape of psychedelic stocks and investment opportunities.

Mike Fay, a crypto market expert, dives into the complexities of navigating today's cryptocurrency landscape. He discusses the waning investor interest in Ethereum compared to Bitcoin and why much of the crypto market isn't worth investing in. Mike also sheds light on the appeal of Bitcoin ETFs and the essential role miners play in trading cycles. He emphasizes the importance of paying attention to political candidates' views on crypto, especially with elections approaching, urging listeners to invest wisely.

In this discussion, Ryan Wilday, a crypto analyst known for his expertise in technical analysis, delves into Bitcoin's recent price fluctuations and what they mean for investors. He emphasizes the importance of technical analysis for navigating crypto markets and expresses skepticism towards miners. The conversation also touches on how the political landscape, particularly upcoming elections, may shape crypto regulation. Wilday highlights the contrast between Bitcoin and Ethereum, advocating for a straightforward investment strategy focused on Bitcoin.

Steven Cress, VP of Quantitative Strategy at Seeking Alpha, joins a panel of experts to delve into the current economic landscape. They discuss whether investors will revert to the traditional 60-40 rule and the burgeoning role of AI in investments. The conversation navigates the Federal Reserve's influence on markets, the potential disruption of AI on the labor force, and how upcoming U.S. elections might sway market dynamics. The experts emphasize the need for adaptive strategies in an ever-evolving financial environment.

Steven Cress, the VP of Quantitative Strategy at Seeking Alpha, discusses the role of data-driven models in navigating volatile markets. He emphasizes the importance of detaching emotions and relying on analytics, especially regarding dividend stocks in uncertain times. Cress explores whether it's prudent to let winning stocks continue to thrive and analyses reassuring economic data amidst a tech sell-off. His insights include strategic recommendations for managing investments during market fluctuations, particularly during political events.

Logan Kane, an insightful investor with a keen focus on IPOs and behavioral finance, dives into the intricacies of market psychology. He shares why IPOs can be both promising and perilous. Listeners learn strategic insights on when to cut losses and the merits of holding winning stocks longer. Kane discusses the vital role of tax advantages in IRAs and how to navigate investments during bear markets. He also unveils effective metrics for pinpointing high-quality small-cap stocks, encouraging a smart approach to investing.

In this discussion, tech expert Dan Ives from Wedbush Securities predicts a multi-year tech bull market driven by AI advancements. He dissects the roles of Nvidia and Qualcomm in shaping this landscape, emphasizing Qualcomm's ambitious AI initiatives. The conversation delves into the competitive dynamics in chip development, the tightrope balancing act between the U.S. and China, and how Intel's challenges linger. Ives also hints at potential major shifts in the stock market as AI continues to evolve, pointing to significant growth opportunities.

Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).Show Notes:Citibank And JPMorgan: Very Troubling Results For The Banking IndustryNewmont: Healthy Pullbacks Are A Good ThingTesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes MetalsHow To Make Better Decisions In Any Financial MarketRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.Read the transcriptShow Notes:Wall Street Breakfast: End Of WinterSEC at long last approves spot bitcoin ETFsSEC approves spot ethereum ETFs in huge win for crypto worldFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Guest Scott Kaufman from High Dividend Opportunities discusses the importance of cash flow in dividend investing, being agnostic about the macro picture, and quantifying dividend cuts. They also touch on bond ETFs, baby bonds, and the updates on JEPI ETF.