Joe Albano, Founder of Tech Cache, shares insights on AI mainstreaming, tech stock quantification, AI layers, and his hot take on Google/Alphabet. Discussion includes market correction predictions, taking profits in the tech sector, exploring tech tiers, AI applications, and Google's challenges. The podcast highlights the importance of fundamental and chart analysis in tech stock investing.

Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingShow Notes:3M's Spin-Out Of Solventum - My Thoughts On The Newco And The OldcoNew York Community Bancorp: Follow The Smart (And Connected) MoneyHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play Episode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).Show Notes:GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong FundamentalsZscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market ShareEpisode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jared Dillian discusses market sentiment and the potential bubble in private equity. The Fed's interest rate plans, lack of bond signals, and warnings about leveraged ETFs are highlighted. Insights on the second half of 2024 and the importance of filtering out noise in investing are also shared.

Investing expert Jon Wolfenbarger discusses navigating bull and bear markets, highlighting stock market valuation concerns and the potential for profits in inverse ETFs. The podcast explores strategies for investors in uncertain economic conditions, including the appeal of tech companies like Nvidia and the importance of research in making informed decisions.

Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).Show Notes:S&P 500 Prediction For 2024: 6,000 By Year EndS&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income FormulaCutting interest rates too soon could reverse progress on inflation: Powell to CongressS&P Homebuilders ETFEpisode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).Show Notes:Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive CatalystWhy Root's Management Doesn't Want To Sell For $19.34Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).Show Notes:Will This Market Go Higher Than Anyone Expects?Should We Trust Economic Data? With Danielle DiMartino BoothWall Street Lunch: January CPI Comes In HotGrowth Investor Pro by Cestrian Capital ResearchEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock; Ford, GM Have Scalability And ExpertiseTesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued StocksIt's All About LiquidityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions