Investing Experts

Jensen Huang, the visionary CEO of Nvidia, shares his insights on AI's revolutionary impact during a recent keynote at the GTC event. He discusses the fluctuating perspectives on Nvidia's stock, highlighting both bullish and bearish analyst views. The conversation dives into groundbreaking advancements in GPU technology and its significance in the AI landscape. Additionally, listeners learn about the impressive Blackwell Ultra and Rubin processors that promise enhanced performance at lower costs, shaping Nvidia's future in the tech world.

With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45).Show NotesCrypto stocks extend swoon as bitcoin drops below $80K, ether under $2KWill Crypto Cream Rise To The Top?MicroStrategy's 'Infinite Money Glitch'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, VP of Quant Strategy at Seeking Alpha, shares his expertise on navigating today's tumultuous market landscape. He emphasizes the importance of a barbell approach, balancing defensive dividend stocks with high-growth picks. Cress discusses the influence of Washington on market dynamics and stresses the role of quant ratings for early warnings. He also highlights how shifts in analyst ratings can be crucial indicators of market health. With a focus on discipline and data-driven investment strategies, he offers insights on thriving amid uncertainty.

Kirk Spano, an insightful analyst, shares his expertise on Bitcoin and investment strategies. With persistent volatility in the crypto market, he emphasizes the importance of long-term trends over short-term fluctuations. Discussion around Bitcoin being akin to digital gold highlights its growing adoption. Spano explains the psychological hurdles investors face and the security benefits of personal ownership versus ETFs. He offers strategic advice for navigating the market and suggests keeping calm amidst chaos, while exploring the impact of major players like BlackRock on cryptocurrency.

Steven Cress, a stock market analysis expert, discusses the shifting landscape towards defensive sectors like consumer staples and healthcare. He highlights the importance of disciplined investing and shares three top dividend stocks, including VICI Properties. Cress also identifies key stocks to buy on the dip and contextualizes the recent market drops among his 2025 picks. With insights on managing risk in volatile times, listeners gain valuable strategies for navigating uncertainties in the financial market.

Srinivas Rao, CEO of Atai Life Sciences, leads a biotech revolution in mental health through psychedelic compounds. He discusses the promising use of MDMA for social anxiety and the influence of Johnson & Johnson's Spravato on market potential. Rao highlights groundbreaking clinical trials, including their innovative BPL-03 formulation. He also addresses the need for effective treatments in cognitive impairment linked to schizophrenia and the evolving regulatory landscape, emphasizing optimism for the future of psychedelic medicine.

Meb Faber, an expert on shareholder yield and ETFs, joins Kirk Spano, who shares insights on fixed income markets. They dive into the implications of a slightly weaker USD on foreign markets and explore the potential of shareholder yield strategies during tough economic times. The duo discusses tactical approaches to bond investing and highlights the Cambria Tactical Yield ETF as a strategic solution. They even touch on Bitcoin's evolving role in investment portfolios, likening it to 'digital gold' in today's economy.

The discussion kicks off with the significance of total returns and the benefits of broad market ETFs like the S&P 500 and Nasdaq 100. They emphasize a long-term investment approach and the trend of buying outside the US. The hosts dive into thematic ETFs and suggest treating your portfolio like a pyramid. There's a fascinating take on gaining Bitcoin exposure beyond ETFs and a reconsideration of real estate ownership for everyone. The value of diverse investment education rounds out the conversation.

Raul Shah, founder of DocShah Financial, focuses on value investing by identifying undervalued companies with strong fundamentals. He discusses his unique stock-picking process and highlights Hims & Hers Health as a prime example of a worthy investment. The conversation dives into financial analysis, emphasizing the significance of understanding a company's true worth beyond just its stock price. Raul also shares insights on the earnings potential of Ispire, Bank7, and Talkspace, stressing the importance of in-depth financial evaluation.

Sara Awad, an analyst at Tech Stock Pros and leader of Tech Contrarians, dives into the shifting landscape of the semiconductor market. She analyzes the implications of DeepSeek on giants like Nvidia and AMD's recent downgrade. Awad discusses Palantir's performance and the fundamentals driving stocks versus market hype. She emphasizes the importance of understanding supply and demand in current investment strategies, offering insights into three promising semiconductor companies amidst geopolitical challenges.