Investing Experts

Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).Subscribe to Second Wind CapitalTranscripts on Seeking AlphaShow Notes:First Half 2023 Performance (+46.5% Vs. +7.4%)Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sAs Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'Commodity Supercycles And The Role Of Luck (One Year Later)TravelCenters of America: It's Fun When It WorksKirkland's: I'm Bullish (Again) For The First Time Since October 2020CVR Partners, LP: My Best Current Commodity Idea

Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.(2:50) - Melt-up and crash all in the same year?(7:20) - The Fed is a follower of the bond market; treasuries will dictate(9:40) - How to classify a bull and bear market(15:20) - Nvidia and getting perspective on the tech sector(22:40) - International portfolio allocation - what to keep in mind(30:55) - Gold as the ultimate diversifierFree trial to Michael's Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:Unpopular Opinion: The Bear Market Is Not OverGLD: A Stock Market Correction Is Needed For This To Break OutEEM And Emerging Markets: The Greatest Comeback Since Lazarus Is ComingHidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market FutureThe Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?How Nvidia And Microsoft Stocks CorrectQQQ: It's Time For The Nasdaq To Punish Recency Bias

Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.(3:00) - Continue to buy high quality companies on pullbacks(9:00) - Why Victor believes in Tesla(16:20) - Easier monetary stance coming from Fed?(33:40) - Tech sector favorites; still early in AI revolution(43:20) - Netflix earnings, and why it's the best, stickiest platform in the worldTranscripts on Seeking AlphaPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovNvidia: The Post-Earnings Drop ApproachesTesla: Strong Buy Ahead Of Q2 ResultsThe S&P 500: More Upside AheadPalantir: Strong AI Buy For The Long-TermTesla Stock: No AI Hype Here - Buy The DipAMD Is Cheap Again - Strong AI Buy HereWhy Palantir Remains My Top HoldingQQQ: The Tech Rally Is Just Getting StartedNetflix: A Strong Buy With EPS Growth, Multiple Expansion PotentialWill Tesla Become A Trillion-Dollar Company?

Will tough times continue for psychedelic stocks? (1:50) Analyst Alex Carchidi shares his views on the sector and specific stocks like Compass Pathways (4:20), Atai and Cybin (19:50) and the inevitability of big pharma buying up assets (32:10).Transcripts available on Seeking AlphaCybin: A Leading Early-Stage Psychedelics PlayAmerican Medical Association approves CPT code for psychedelic therapiesFDA drafts new guidance on psychedelic researchPsychedelic Sunday: Scrutinizing Psychedelic Stocks

Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.(0:30) - Tesla's charging network evolution - net benefit not clear(10:50) - Self-driving cars, robotaxis and Tesla's competitive advantageTranscripts available on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageTesla: Elon Musk Is Playing The Long GameTesla's China Exposure Faces New RisksTesla Motors (TSLA) Q3 2016 Results - Earnings Call TranscriptFree trial for James Foord's The Pragmatic Investor

Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation, Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.(1:10) - Zombie stock list: limited runway, bad business models.(3:35) - Uber burning too much cash(6:00) - Micro bubbles and David's wide variety of longsTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow ValuationsUber: Falling Knife You Don't Want To CatchValvoline's Transition Story Is A Growth Story

Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.(1:00) - What's coming at next Fed meeting?(4:50) - Has the Fed conquered inflation?(16:20) - China's economy and global liquidity(22:00) - Marc's outlook on the US dollar(28:50) - Is gold a viable alternative to USD?Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.(2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'(11:40) Why investors should focus on forward looking due diligence(19:45) Problematic small caps(24:40) Risk management; short selling not a bad thing(30:35) Yield curve creepTranscripts available on Seeking AlphaThe Magnificent Seven Or The Mediocre Seven?Forward-Looking Due DiligenceSPY: Recent Gains Distract From Weakening Long-Term Price TrendQQQ Outperforms DIA: Time To Be Cautious... And FlexibleNasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGGS&P 500 Could Slide To 3,000, SPXT An Escape HatchQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEREK: With REITs Looking Awful, This Little ETF Is A Hidden Gem

David Trainer discusses sectors, stocks and investing strategies.(2:05) For near-term, it's really all about liquidity(9:10) Looking at the market from a sector level(15:40) Uber's valuation still extremely expensive(18:35) David's long stock picksTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations