Investing Experts

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)Show Notes:Ethereum Can't Seem To Catch BitcoinWere The Bitcoin Spot ETFs A Big Flop?Spot ether ETFs receive initial clearance – so what?BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin fundEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs, highlighting valuation trends and redeployment risks. They delve into the impact of lease expirations on yields and analyze the effects of legalization on pricing and leverage in the industry.

Steven Cress shares insights on quantitative investment analysis and top stock picks across various market sectors, including Google's strong performance despite poor valuation grades, top consumer discretionary stock Giga Cloud, and picks in consumer staples, energy, financial, healthcare, industrial, material, real estate, tech, and utilities sectors. The podcast explores the benefits of sector diversification, stock valuation grades analysis, and top quant stocks across different sectors.

Asif Suria shares insights on focusing on risk with event-driven strategies and discussing market liquidity, commodity prices, and portfolio ideas. Topics include scaling back on tech, tracking SPACs, Pfizer's acquisition disconnect, and why bonds are interesting. The podcast covers a wide array of financial topics and the influence of international geopolitics on investments.

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).Show Notes:Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatmentDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiPsychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.COMPASS Pathways Q1 2024 Earnings Call TranscriptEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Financial expert Victor Dergunov discusses AI-related stocks, EVs, gold, and market insights. Topics include riding through market volatility, picking winners like Tesla, beaten down lithium miners in the EV space, and playing gold through gold miners.

Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).Show Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsZIM Integrated surges as analysts see container shipping stocks continuing higherJ Mintzmyer Unpacks Cyclical And Fickle Shipping SectorEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).Show Notes:Tesla: Company Risk If They Don't Slow Factory GrowthCPI Stopped On The ScrewsHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelChance For A Market Dip In Early 2024Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

Michael Kramer from Mott Capital Management discusses market divergences, interest rates, and inflation. Topics include Fed rate cuts, international markets, recent earnings impact, and strategies for retail investors. Insights on navigating confusion, potential buying opportunities, and upcoming investment summit discount.

David Daglio, a reformed value investor, discusses capital imbalances, investing in bonds, miners, and protecting portfolios. Topics include gold vs gold miners, Jerome Powell's challenges, 10-year yield, AI, copper, nat gas, US vs rest of the world, and macro volatility. Insightful discussion on US exceptionalism, NVIDIA chipsets, global investment opportunities, and self-awareness in investing decisions.