Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).Show Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsZIM Integrated surges as analysts see container shipping stocks continuing higherJ Mintzmyer Unpacks Cyclical And Fickle Shipping SectorEpisode 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!)

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).Show Notes:Tesla: Company Risk If They Don't Slow Factory GrowthCPI Stopped On The ScrewsHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelChance For A Market Dip In Early 2024Episode 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 (don't forget your podcast discount code!)

Michael Kramer from Mott Capital Management discusses market divergences, interest rates, and inflation. Topics include Fed rate cuts, international markets, recent earnings impact, and strategies for retail investors. Insights on navigating confusion, potential buying opportunities, and upcoming investment summit discount.

David Daglio, a reformed value investor, discusses capital imbalances, investing in bonds, miners, and protecting portfolios. Topics include gold vs gold miners, Jerome Powell's challenges, 10-year yield, AI, copper, nat gas, US vs rest of the world, and macro volatility. Insightful discussion on US exceptionalism, NVIDIA chipsets, global investment opportunities, and self-awareness in investing decisions.

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.Subscribe to Joe's Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia earnings grades and estimatesEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).Show Notes:EWW: No Wall Of Worry Here, Mexico ETF Still Looking UpSungarden Investment PublishingUpside/Downside Tug Of WarBrown & Brown: Underwriting Strong Returns For ShareholdersEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Investor Julian Lin discusses Reddit as his top conviction idea post-IPO quiet period. Analysts' opinions vary, comparing Reddit to Meta. Reddit close to profitability, Sam Altman's involvement noted. Analysis of tech companies' performances and valuations, including revenue metrics and monetization strategies.

Rob Isbitts, Founder of Sungarden Investment Publishing, discusses the end of the easy money era and market risk strategies. Topics include building a 40-name portfolio, using options as a retail investor, and the vulnerability of covered call ETFs.

Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).Show Notes:Magnificent 7: Earnings Preview (SA Quant)Toyota Trumps TeslaWall Street Brunch: Megacaps Highlight Big Earnings WeekTop 10 Stocks For 20242023: META Could See Another 70% DownsideEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).Subscribe to Don's Gold & Silver Mining IdeasShow Notes:Jaguar Mining: An Undervalued Mid-Tier Gold ProducerGDX Vs. GDXJ: Which One Is Better?Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsGold, Silver And Why All Mining Stocks Are Speculative Investments With Don DurrettEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions