Investing Experts

Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space. Relevant Links: Get Access To Sifting The World NowWatch The Innovate Webinar“Best New Idea: Innovate” Article-----(01:15) - Chris’s Big Idea For 2023 Still Has Room To Run(08:40) - The New Event-Driven Trading Idea(30:02) - Short and Long Positions in Crypto(35:29) - How Much Value Can Investors Expect From GBTC If It Converts-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)Will AI disrupt search or will it benefit Google? (15:30)Bullish on Google (22:00)Meta's strong execution (32:20)Comparing and contrasting Roblox with Unity (44:40)Show Notes:Julian Lin on Seeking AlphaBest of Breed Growth StocksKirk Spano on Seeking AlphaMargin of Safety InvestingSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss:Launching Catalyst Hedge Investing (2:00)Coinbase not evolving from early mover status in crypto (12:35)Bitcoin a solution looking for a problem (17:00)Bearish on 3M - liabilities, dividend at risk (19:10)Special situation stocks (30:20)Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20)Show Notes:CashFlow Hunter on Seeking AlphaCatalyst Hedge Investing Life After Silicon Valley Bank: Tighter Credit Conditions3M: Catalysts For A Potential BankruptcyCoinbase: All's Not Well(s)Seeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Fed Trader's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15)Fed doesn't realize how powerful it is - they're not listening enough. (6:50)Finding stocks on a bottoms up basis. (21:20)Why broad market performance follows Micron's stock movements. (26:24)Bearish on Tesla (TSLA) (28:00)Show Notes:Fed Trader Tesla: Company Risk If They Don't Slow Factory GrowthSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows. Relevant Links:Get Access to Value and Momentum Breakouts Now------(00:25) - Fed Meeting Next Week. What’s The Reaction? (03:50) - Positioning For The Market Move For The Rest Of This Year (07:13) - The Proof Of The Models(08:38) - Earnings On Deck!(11:09) - Why Not FANG Stock Now? (13:35) - Markets Are Positive! What Gives?(17:58) - Where Should New Capital Go To Work?(19:11) - The Story Of A Deflated VIX (23:02) - How Did You Know To Get Out Of Tesla Before Earnings? -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega-tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skepticism about a soft landing (17:00).Show Notes:Steven Cress on Seeking AlphaQuant Ratings ExplainedTop 5 Stocks For Earnings SeasonSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Kirk Spano returns to discuss Fed rhetoric and interest rates (3:00) Recent bank earnings, what it means for the financial sector (8:15) Options and retail investing (17:10) Charles Schwab absorbing TD Ameritrade a big deal nobody's talking about (23:40) Charting Bitcoin's course (31:15) Stock-picking strategy - different metrics for different sectors (45:30) and strong energy - and space - stocks (58:31).Show Notes:Kirk Spano on Seeking AlphaMargin of Safety InvestingDilution And M&A Coming To BanksHow To Avoid Losing Money Through The VolatilitySeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Ryan Wilday, the founder of Crypto Waves Investing Group, lays out his support and price target for Bitcoin and Ethereum. He provides insight into the trading strategy they use, and touches on the correlation of Ethereum and Bitcoin with alt-coins. Relevant Links:Get Your Free 14 Day Trial Of Crypto Waves HereIs Bitcoin Starting To Trend Higher? ------(00:49) - What is the state of Bitcoin?(07:03) - What is the current correlation between Bitcoin and Ethereum?(08:39) - Ryan's history of trading cryptocurrencies(09:20) - Is this a new bull market for cryptocurrencies? (11:49) - What's your take on the US Government going after crypto?(14:41) - Advice on a starter position(19:46) - Bitcoin's Price Target(20:30) - Ethereum's Price Target(23:29) - What is the current Elliot Wave Count for Bitcoin? -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

It might surprise investors that tech has been one of the best performing sectors this year. Julian Lin runs Best of Breed Growth Stocks and discusses the tech sector's strong performance (1:40), properly valuing growth stocks (10:00), sector layoffs (14:40), and his top tech picks (25:10).Show Notes:Julian Lin on Seeking AlphaBest of Breed Growth StocksCannabis Growth InvestorSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Kirk Spano, founder of Margin of Safety Investing, delves into the investment landscape focusing on small and mid-cap opportunities, particularly in regional banks. He discusses the causes of inflation and predicts a bright future for the U.S. in a post-petro dollar world. Kirk highlights the resilience of big tech companies through AI and cost savings, the complexities surrounding REITs and SPACs, and expresses bullish sentiments on Bitcoin as a vital asset in a shifting financial environment.