Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.View this episode's transcript on Seeking AlphaSubscribe to Margin of Safety InvestingFollow Ramy Taraboulsi, CFA

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.(3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence(7:10) - AI won't be slowed - military investing more than any company(13:30) - Neural networks, AI hype and building something we don't understand(28:20) - Major problem with AI is lack of computing power. What stocks make sense?(50:25) - Lockheed Martin's quiet AI work; bearish on Google.Recorded on June 1, 2023Show Notes:Kirk Spano's Investing Group, Margin of Safety InvestingFollow Ramy Taraboulsi, CFA All Investing Expert episodes with transcriptsBeware: The Singularity Is Almost Here

The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.(1:00) - Insight into Fed funds market(4:45) - Will we achieve a soft landing?(16:20) - Combining fundamental and technical analysis(20:45) - Sectors currently offering the most value (30:00) - Bitcoin and the broader crypto marketRecorded on May 30, 2023Show Notes:James Foord's Seeking Alpha articlesSubscribe to The Pragmatic InvestorMike Zaccardi's Seeking Alpha articlesInvesting Expert episodes with transcriptsMike Zaccardi on Twitter

Zac Mannes from Stock Waves, an expert in Elliott Wave Theory, joins Garrett Patten from The Pragmatic Investor, who specializes in investor sentiment. They discuss how to forecast US stocks using Elliott Wave Theory and the importance of integrating fundamental and technical analysis. The duo emphasizes recognizing ideal setups and reveals potential downside risks in the market. They also delve into the impact of investor sentiment on trading strategies and explore Bitcoin's correlations with traditional assets like gold.

Kirk Spano and CashFlow Hunter return to discuss:(0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)(8:00) - Rules for shorting stocks; never short based on valuation(14:00) - Banks tightening; harbinger of recession?(24:00) - Iris Energy (IREN) and Bitcoin mining(35:00) - 3M (MMM) as a high conviction pick(47:00) - Energy picks, pipeline companiesKirk Spano and CashFlow Hunter's Investing Groups:Margin of Safety InvestingCatalyst Hedge InvestingAll Investing Expert episodes - with transcripts on Seeking Alpha

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).Show Links:Subscribe to Green Growth GiantsInvesting Experts with Transcripts

We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.Get Access To The Data Driven Investor(00:24) - Andres explains why he is liking risk-on stocks(05:45) - Which risk-on stocks Andres finds favorable (07:35) - Deeper take on AMD as an AI chip winner (09:57) - Worries about Government Regulation around AI(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI (14:27) - Should companies that use AI be able to command higher price multiples(15:59) - What are red flags that investors should be aware of in regard to AI (17:30) - Where is Apple?

The Pragmatic Investor's James Foord and The Portfolio Architect's Lawrence Fuller discuss current Fed policy, inflation outlook and recession potential. Was that the last rate hike - has the Fed paused? (2:30)Have we avoided a recession? (10:40)Regional banks' liquidity crisis (14:30)Why Gannett (GCI) is Lawrence's largest holding (22:40)Options and dividend portfolio strategies (45:30)Show Links:Subscribe To The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsThe Pragmatic Investor Podcast

Leader of Green Growth Giants, Owen Clendenin, dives into everything about Lithium in this episode. We cover the companies he says are doing business the best, who has the best management team, and he shares what investors need to watch for each earnings call. Get Access To Green Growth Giants(00:28) - What is the decarbonization economy?(03:42) - How investors should approach the lithium space(05:54) - The source of lithium for major companies (07:28) - Where to invest in the lithium industry(09:06) - Individual names that investors should research further(13:14) - Which company has the best management team(19:32) - What investors need to listen for on the earnings calls(23:08) - The Lithium Price Safety Net

The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season. Get Access To The Pragmatic Investor(00:49) M2 Money Supply and Inflation.(03:31) Fed's pause and pivot.(08:39) Real assets and gold. (11:22) Is crypto a real asset?(14:22) Bitcoin investments and congestion.(18:30) Palantir's recent growth and potential.