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Investing Experts

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4 snips
Aug 19, 2024 • 37min

Markets and dividend investing are evolving - how to take advantage

Rob Isbitts, an expert in tactical portfolio management, shares insights on navigating today's volatile markets. He discusses risk management strategies, likening portfolio tactics to fantasy sports. Rob reveals the success of his YARP portfolio, gaining even when the S&P struggles. He explains his decision to triple his investment in Starbucks, emphasizing a blend of strategy and luck. The conversation also highlights the importance of adaptability in both ETF and dividend investing, moving beyond traditional buy-and-hold approaches.
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Aug 15, 2024 • 37min

Psychedelic stocks: focus on their cash

Jason Najum, a seasoned expert in the psychedelic sector, shares insightful commentary on recent FDA developments impacting MDMA treatments for PTSD. He sheds light on how the recent news might serve as a hidden advantage for companies like Cybin, COMPASS Pathways, and MindMed. Najum emphasizes the importance of trial data and financial health as indicators of success. He also discusses the shifting dynamics of the industry, the implications of political leadership, and the evolving landscape of psychedelic stocks and investment opportunities.
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Aug 14, 2024 • 37min

Will crypto cream rise to the top?

Mike Fay, a crypto market expert, dives into the complexities of navigating today's cryptocurrency landscape. He discusses the waning investor interest in Ethereum compared to Bitcoin and why much of the crypto market isn't worth investing in. Mike also sheds light on the appeal of Bitcoin ETFs and the essential role miners play in trading cycles. He emphasizes the importance of paying attention to political candidates' views on crypto, especially with elections approaching, urging listeners to invest wisely.
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Aug 11, 2024 • 38min

Keep calm and buy bitcoin

In this discussion, Ryan Wilday, a crypto analyst known for his expertise in technical analysis, delves into Bitcoin's recent price fluctuations and what they mean for investors. He emphasizes the importance of technical analysis for navigating crypto markets and expresses skepticism towards miners. The conversation also touches on how the political landscape, particularly upcoming elections, may shape crypto regulation. Wilday highlights the contrast between Bitcoin and Ethereum, advocating for a straightforward investment strategy focused on Bitcoin.
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5 snips
Aug 7, 2024 • 33min

Global economic outlook: How we got here; where are we going?

Steven Cress, VP of Quantitative Strategy at Seeking Alpha, joins a panel of experts to delve into the current economic landscape. They discuss whether investors will revert to the traditional 60-40 rule and the burgeoning role of AI in investments. The conversation navigates the Federal Reserve's influence on markets, the potential disruption of AI on the labor force, and how upcoming U.S. elections might sway market dynamics. The experts emphasize the need for adaptive strategies in an ever-evolving financial environment.
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Aug 6, 2024 • 29min

Looking for bargains during market uncertainty with Steven Cress

Steven Cress, the VP of Quantitative Strategy at Seeking Alpha, discusses the role of data-driven models in navigating volatile markets. He emphasizes the importance of detaching emotions and relying on analytics, especially regarding dividend stocks in uncertain times. Cress explores whether it's prudent to let winning stocks continue to thrive and analyses reassuring economic data amidst a tech sell-off. His insights include strategic recommendations for managing investments during market fluctuations, particularly during political events.
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Jul 31, 2024 • 27min

Be slower to sell your winners and quicker to sell your losers - Logan Kane

Logan Kane, an insightful investor with a keen focus on IPOs and behavioral finance, dives into the intricacies of market psychology. He shares why IPOs can be both promising and perilous. Listeners learn strategic insights on when to cut losses and the merits of holding winning stocks longer. Kane discusses the vital role of tax advantages in IRAs and how to navigate investments during bear markets. He also unveils effective metrics for pinpointing high-quality small-cap stocks, encouraging a smart approach to investing.
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4 snips
Jul 30, 2024 • 35min

Tech bull market just getting started - Dan Ives

In this discussion, tech expert Dan Ives from Wedbush Securities predicts a multi-year tech bull market driven by AI advancements. He dissects the roles of Nvidia and Qualcomm in shaping this landscape, emphasizing Qualcomm's ambitious AI initiatives. The conversation delves into the competitive dynamics in chip development, the tightrope balancing act between the U.S. and China, and how Intel's challenges linger. Ives also hints at potential major shifts in the stock market as AI continues to evolve, pointing to significant growth opportunities.
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Jul 23, 2024 • 38min

The top we strike could be a very long-term market top - Avi Gilburt

Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).Show Notes:Citibank And JPMorgan: Very Troubling Results For The Banking IndustryNewmont: Healthy Pullbacks Are A Good ThingTesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes MetalsHow To Make Better Decisions In Any Financial MarketRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jul 22, 2024 • 32min

New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.Read the transcriptShow Notes:Wall Street Breakfast: End Of WinterSEC at long last approves spot bitcoin ETFsSEC approves spot ethereum ETFs in huge win for crypto worldFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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