Investing Experts

Jared Dillian discusses market sentiment and the potential bubble in private equity. The Fed's interest rate plans, lack of bond signals, and warnings about leveraged ETFs are highlighted. Insights on the second half of 2024 and the importance of filtering out noise in investing are also shared.

Investing expert Jon Wolfenbarger discusses navigating bull and bear markets, highlighting stock market valuation concerns and the potential for profits in inverse ETFs. The podcast explores strategies for investors in uncertain economic conditions, including the appeal of tech companies like Nvidia and the importance of research in making informed decisions.

Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).Show Notes:S&P 500 Prediction For 2024: 6,000 By Year EndS&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income FormulaCutting interest rates too soon could reverse progress on inflation: Powell to CongressS&P Homebuilders ETFEpisode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).Show Notes:Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive CatalystWhy Root's Management Doesn't Want To Sell For $19.34Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).Show Notes:Will This Market Go Higher Than Anyone Expects?Should We Trust Economic Data? With Danielle DiMartino BoothWall Street Lunch: January CPI Comes In HotGrowth Investor Pro by Cestrian Capital ResearchEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock; Ford, GM Have Scalability And ExpertiseTesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued StocksIt's All About LiquidityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Portfolio strategies, combining offense and defense, and criticism of the 60-40 approach. International markets and ETFs discussion. Warning against too much focus on stock picks and past performance.

Austin Hankwitz discusses focusing on profitability and cash flow, the undervaluation of Russell 2000, breakdown of covered call ETFs performance, bullish outlook on Salesforce, and strategies for building a $2 million dividend growth portfolio

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).Show Notes:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressDividend Picks For Growth And Safety With Steven CressAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth discusses Fed Chairman Powell's rate decisions, the reliability of CPI data, and the importance of real earnings over retail sales. The podcast delves into the yield curve inversion, implications for investors, analysis of Bitcoin's impact on inflation, and strategies for navigating the volatile market.