Investing Experts

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).Show Notes:Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy CallDeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking AboutStressful Markets, But Lots Of Opportunities In TechEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals (18:00). Oil supply and demand (19:00). Bitcoin: more counter-intuitiveness (21:40).Show Notes:Danielle DiMartino Booth On America's Game Of ThronesShould We Trust Economic Data?Quill IntelligenceEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Joe Albano, founder of Tech Cache, shares his insights on navigating the tech market. He discusses the upcoming market pullbacks and the importance of patience in investment strategies. Albano dives into Bitcoin, preferring direct ownership over ETFs, and analyzes thematic ETFs' complexities. He highlights the impact of tariff costs on AI spending and discusses the current valuation landscape among mega-cap stocks like Meta. Listeners gain valuable perspectives on combining fundamental and technical analysis to identify lucrative opportunities.

Steven Cress dives into the current volatile market, advocating for a barbell investment strategy. He shares insights on why Barclays is a strong buy and highlights stocks like Prudential from Asia and FinVolution. The discussion flows into the merits of New Gold and Gold Fields, showcasing their potential. As inflation and interest rates loom, Cress offers a quant-based approach to stock selection, ensuring a well-rounded portfolio for the uncertain times ahead.

Rob Isbitts, the founder of Sungarden Investment Publishing and a risk management expert, dives into the essentials of investing. He emphasizes that successful strategies begin with proper risk management to navigate today's complex markets. He explains his 'dog collar' strategy for Disney stock and discusses the ROAR score for investment decisions. Isbitts also shares insights on technical analysis, the importance of adaptability, and offers techniques for managing risk effectively in evolving market conditions.

Michael Wiggins de Oliveira, a savvy investor behind Deep Value Returns, discusses his unique approach to inflection investing—targeting companies poised for significant cash flow despite market doubts. He elaborates on smart stock valuation in today's challenging environment, shares insights on portfolio returns for 2024 and 2025, and dives into the importance of strategic exits. With compelling examples like DocuSign and Super Micro Computer, he reveals how to identify hidden opportunities while navigating investment risks.

James Kostohryz, a macroeconomics expert leading the Successful Portfolio Strategy group on Seeking Alpha, discusses potential economic shocks expected by 2025. He critiques unrealistic S&P EPS growth expectations and the consequences of soaring inflation and interest rates. Kostohryz shares allocation strategies for potential recessions and scrutinizes geopolitical risks, particularly the tensions between Israel and Iran. He also delves into the factors behind Bitcoin's recent price surge, examining investor sentiment versus traditional valuation methods.

GameStop is making waves with a surprising financial transformation, pivoting from retail struggles to cryptocurrency ambitions. With over $6 billion in cash, the company is uniquely positioned to deploy funds unlike other investment firms. Analysts weigh in on its brand value, which isn’t fully captured in financials, highlighting the importance of community support during this evolution. Could the venture into Bitcoin and a strong cash reserve help it thrive despite declining retail sales? Tune in to explore the future of this iconic brand!

James Foord, the mastermind behind The Pragmatic Investor and a macro analysis expert for Seeking Alpha, dives deep into market dynamics and valuation intricacies. He questions whether there's been a fundamental shift in the international market landscape. Foord advocates for a diversified investment approach, spotlighting stocks like Robinhood and HIMSS, and shares insights on oil investments and Bitcoin strategies. He remains bullish on Tesla while expressing caution about tech stocks like Super Micro Computer, emphasizing a balanced investment strategy.

Clem Chambers, CEO of Online Blockchain plc, shares his optimistic view on the future of blockchain technology, emphasizing its potential beyond just cryptocurrencies. He argues that blockchain is far more interesting than Bitcoin itself and scrutinizes established players in the market. Chambers expresses skepticism towards ETFs, believing they could harm Bitcoin's true value. He also discusses practical applications like identity verification and property transfers, showcasing blockchain's transformative possibilities.