Portfolio strategies, combining offense and defense, and criticism of the 60-40 approach. International markets and ETFs discussion. Warning against too much focus on stock picks and past performance.

Austin Hankwitz discusses focusing on profitability and cash flow, the undervaluation of Russell 2000, breakdown of covered call ETFs performance, bullish outlook on Salesforce, and strategies for building a $2 million dividend growth portfolio

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).Show Notes:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressDividend Picks For Growth And Safety With Steven CressAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth discusses Fed Chairman Powell's rate decisions, the reliability of CPI data, and the importance of real earnings over retail sales. The podcast delves into the yield curve inversion, implications for investors, analysis of Bitcoin's impact on inflation, and strategies for navigating the volatile market.

Positive Super Bowl streaming numbers, bad press for Paramount, Disney's recent earnings and sports joint venture, integration of betting and streaming sports.

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.Subscribe to J's Value Investor's EdgeShow Notes:J Mintzmyer's 2 Favorite TankersJ 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/subscriptions

Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Show Notes:Senate Democrats urge DEA to end marijuana restrictions completelyCannabis stocks rally as support builds for DEA reschedulingHHS document shows recommendation to reschedule marijuanaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The podcast discusses the state of the ETF business, including the recent launch of a Bitcoin ETF. They explore the appeal of dividend investments, the trade-offs of investing for immediate income, and the pros and cons of high yield ETFs. They also analyze three stocks and outline their goals for a portfolio.

Alex Carchidi, expert in dissecting the biotech sector, discusses the importance of diversification and the challenges faced in the industry. Topics include gene editing, gene therapy, the impact of high drug prices, and the risks and rewards of investing in biotechs. Attention is also given to the future of the US healthcare system and the focus on treating rather than curing diseases in the pharmaceutical industry.

JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).Episode transcriptsShow Notes:Webinar Replay: JD Henning's Momentum Breakout Models For 2024MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024Tracking Flows Of Smart Money With JD HenningSubscribe to JD's Value & Momentum BreakoutsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions