Investing Experts

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.

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.

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.

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.

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

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

Guest Scott Kaufman from High Dividend Opportunities discusses the importance of cash flow in dividend investing, being agnostic about the macro picture, and quantifying dividend cuts. They also touch on bond ETFs, baby bonds, and the updates on JEPI ETF.

Steven Cress, SA's Head of Quantitative Strategy, reveals top 10 stocks for the 2nd half of 2024, including Hercules Capital and SPX Technologies. They discuss strong buy ratings for Kirby and General Motors and growth potential of SilverCrest Metals. PDD Holdings shines for high growth, while Super Micro Computer emerges as a top pick. The podcast offers valuable insights for investors seeking stock recommendations.

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of OpportunitiesPowell Says Inflation Isn't The Only ConcernSA Sentiment sees rate cuts starting in September3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIESEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Financial expert Steven Bavaria delves into income generation strategies, emphasizing high yielding asset classes like closed-end funds. He contrasts credit oriented investments with dividend stocks and discusses model portfolio allocation. The podcast explores the pros and cons of REITs and real estate in a volatile market, offering insights into specialized credit type investments for higher yields.