Financial expert Michael Kramer from Mott Capital Management discusses market anxiety for the 2nd half of the year, focusing on Nvidia's impact. Talks about Fed rate cuts and risk repricing, implications for bonds, and strategies for navigating volatility with cash and high-quality stocks.

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)Subscribe to Joe Albano's Tech CacheShow Notes:Switzerland Cuts Rates Again As Fed Holds SteadyAI Tiers And Taking Profits In TechBank of Canada cuts rates for the first time in four yearsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, Head of Quant Strategies at Seeking Alpha, discusses quantitative dividend strategy and the top 10 high-yield dividend stocks. Topics include identifying top dividend stocks, including REITs, Prudential Financial, Conagra Brands, and Coca-Cola. The podcast also covers the importance of analyzing various metrics for dividend safety and the transparency of the assessment system.

Guest David Alton Clark discusses capturing alpha with diversified dividend and growth stocks. Topics include being bullish on T. Rowe Price and Duke Energy, market cycles, buying at maximum pessimism, interest rates, Fed cuts, liking growth stocks like Dell, updates on Exxon Mobil, thoughts on oil and energy

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)Show Notes:Ethereum Can't Seem To Catch BitcoinWere The Bitcoin Spot ETFs A Big Flop?Spot ether ETFs receive initial clearance – so what?BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin fundEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs, highlighting valuation trends and redeployment risks. They delve into the impact of lease expirations on yields and analyze the effects of legalization on pricing and leverage in the industry.

Steven Cress shares insights on quantitative investment analysis and top stock picks across various market sectors, including Google's strong performance despite poor valuation grades, top consumer discretionary stock Giga Cloud, and picks in consumer staples, energy, financial, healthcare, industrial, material, real estate, tech, and utilities sectors. The podcast explores the benefits of sector diversification, stock valuation grades analysis, and top quant stocks across different sectors.

Asif Suria shares insights on focusing on risk with event-driven strategies and discussing market liquidity, commodity prices, and portfolio ideas. Topics include scaling back on tech, tracking SPACs, Pfizer's acquisition disconnect, and why bonds are interesting. The podcast covers a wide array of financial topics and the influence of international geopolitics on investments.

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).Show Notes:Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatmentDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiPsychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.COMPASS Pathways Q1 2024 Earnings Call TranscriptEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Financial expert Victor Dergunov discusses AI-related stocks, EVs, gold, and market insights. Topics include riding through market volatility, picking winners like Tesla, beaten down lithium miners in the EV space, and playing gold through gold miners.