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Investing Experts

  • Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold

    22 MAY. 2024 · Victor Dergunov on rolling corrections through recent earnings and his https://seekingalpha.com/author/victor-dergunov?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40). https://seekingalpha.com/checkout/mp_1129?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections Show Notes: https://seekingalpha.com/article/4692762-the-s-and-p-500-is-the-pullback-over?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections https://seekingalpha.com/article/4682155-tesla-dont-panic-and-consider-buying-the-dip?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections https://seekingalpha.com/article/4611185-palantirs-cheap-bitcoin-altcoins-options-and-tech-earnings-with-victor-dergunov?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections https://events.seekingalpha.com/event/1ec091d6-8b5a-4b82-b1e5-b35b5ec836d6/websitePage:6aa8d18d-2c76-4544-9f42-b167488210af?RefId=Speakers?source=ie_podcast:victor_dergunov_amazing_ai_run_rolling_corrections
    32m 21s
  • J Mintzmyer's note of caution on shipping

    21 MAY. 2024 · Shipping expert https://seekingalpha.com/checkout/mp_316?avoid_pp=true&source=ie_podcast:mintzmyer_note_caution_shipping 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 https://seekingalpha.com/symbol/TNP?source=ie_podcast:mintzmyer_note_caution_shipping (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: https://seekingalpha.com/article/4667911-j-mintzmyer-on-red-sea-disruptions-and-2-key-shipping-segments?source=ie_podcast:mintzmyer_note_caution_shipping https://seekingalpha.com/news/4105249-zim-integrated-surges-as-analysts-see-container-shipping-stocks-continuing-higher?source=ie_podcast:mintzmyer_note_caution_shipping https://seekingalpha.com/article/4638442-j-mintzmyer-unpacks-cyclical-and-fickle-shipping-sector?source=ie_podcast:mintzmyer_note_caution_shipping https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:mintzmyer_note_caution_shipping For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:mintzmyer_note_caution_shipping https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:mintzmyer_note_caution_shipping
    30m 58s
  • Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality

    20 MAY. 2024 · Fed Trader https://seekingalpha.com/checkout/mp_1072?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin talks market building blocks to keep investors sane (1:00). Inflation, https://seekingalpha.com/symbol/TLT?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin, 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: https://seekingalpha.com/article/4596274-tesla-company-risk-if-they-dont-slow-factory-growth?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin https://seekingalpha.com/article/4693587-wall-street-lunch-cpi-stopped-on-the-screws?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin https://seekingalpha.com/article/4597174-how-investors-should-think-about-ai-micron-tesla-and-the-fed-with-chaim-siegel?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin https://seekingalpha.com/article/4649670-chance-for-a-market-dip-in-early-2024-chaim-siegel?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:fed_trader_tlt_nvidia_tesla_bitcoin
    55m 18s
  • There will be great opportunities to buy this market, but not right now - Michael Kramer

    15 MAY. 2024 · Michael Kramer, who runs https://seekingalpha.com/marketplace/1076-reading-the-markets/subscribe?source=ie_podcast:not_right_now_michael_kramer, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) https://seekingalpha.com/news/4095263-japan-yen-strengthens-suspected-intervention-tokyo?source=ie_podcast:not_right_now_michael_kramer and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40). Show Notes: https://seekingalpha.com/article/4690743-sp-500-earnings-season-suggest-a-dire-2024-forecast?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/article/4691923-stagflation-delivered?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/news/4106556-stocks-rise-as-road-to-feds-2-inflation-target-looks-less-bumpy-after-cpi-data?source=ie_podcast:not_right_now_michael_kramer https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:not_right_now_michael_kramer For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:not_right_now_michael_kramer https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:not_right_now_michael_kramer
    35m 47s
  • Capital imbalances and why David Daglio is a reformed value investor

    10 MAY. 2024 · David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long https://seekingalpha.com/symbol/US10Y?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20). Show Notes: https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/news/4101058-copper-retakes-10kton-as-bullish-goldman-sees-potential-stockout-risk?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/news/4104388-asia-pacific-markets-mixed-tracking-gains-on-wall-street-hong-kong-stocks-hit-8-month-high?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://twinfocus.com/article/q1-2024-commentary/?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor
    37m 26s
  • Nvidia and tech stock paradoxes with Joe Albano

    2 MAY. 2024 · 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 https://seekingalpha.com/article/4683737-ai-tiers-and-taking-profits-in-tech-with-joe-albano-tech-cache?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano. https://seekingalpha.com/mp/1133-tech-cache/subscribe?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano Show Notes: https://seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano https://seekingalpha.com/symbol/NVDA/earnings?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano
    11m 55s
  • Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks

    26 ABR. 2024 · Rob Isbitts joins analysts https://seekingalpha.com/author/amrita-roy?source=ie_podcast:roundtable_discussion, https://seekingalpha.com/author/uttam-dey?source=ie_podcast:roundtable_discussion, Emma Johnston, aka https://seekingalpha.com/author/the-country-investor?source=ie_podcast:roundtable_discussion, and Mike Kehoe, https://seekingalpha.com/author/the-undercover-investor?source=ie_podcast:roundtable_discussion 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: https://seekingalpha.com/article/4680630-eww-well-diversified-mexico-etf-still-looking-up?source=ie_podcast:roundtable_discussion https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:roundtable_discussion https://seekingalpha.com/article/4680795-upsidedownside-tug-of-war?source=ie_podcast:roundtable_discussion https://seekingalpha.com/article/4684287-brown-and-brown-underwriting-strong-returns-for-shareholders?source=ie_podcast:roundtable_discussion https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:roundtable_discussion For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:roundtable_discussion
    43m 3s
  • Reddit - Julian Lin's top conviction idea

    25 ABR. 2024 · Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10). https://seekingalpha.com/checkout/mp_1318?avoid_pp=true&source=ie_podcast:reddit_julian_lin_top_conviction_idea Show Notes: https://seekingalpha.com/article/4679113-reddit-stock-ipo-rise-of-the-memes-strong-buy-rating-60-pt?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/article/4659793-julian-lin-on-palantir-google-meta-and-apple?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/symbol/RDDT?source=ie_podcast:reddit_julian_lin_top_conviction_idea https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reddit_julian_lin_top_conviction_idea For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:reddit_julian_lin_top_conviction_idea
    31m 50s
  • Equity investing is about the way things are, not the way things should be

    22 ABR. 2024 · Rob Isbitts runs https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:equity_investing_about_way_things_are and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20). Show Notes: https://seekingalpha.com/article/4683812-dow-where-long-term-and-short-term-investing-collide?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4677361-60-40-investing-a-forward-looking-analysis?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4681215-3m-perfect-example-of-why-stock-ratings-are-overrated?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/article/4653465-portfolio-construction-options-and-covered-call-etf-vulnerability?source=ie_podcast:equity_investing_about_way_things_are https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:equity_investing_about_way_things_are For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:equity_investing_about_way_things_are
    34m 24s
  • Magnificent 5 or 7? Earnings preview with Steven Cress

    21 ABR. 2024 · Seeking Alpha's Head of Quantitative Strategies, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 https://seekingalpha.com/article/4684782-earnings-blitz-includes-tesla-microsoft-google-meta-and-visa?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress 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: https://seekingalpha.com/article/4684571-webinar-replay-quant-research-earnings-preview-of-the-mag-6?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress. Show Notes: https://seekingalpha.com/article/4684338-magnificent-7-earnings-preview-sa-quant?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4613330-toyota-stock-trumps-tesla?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4684961-wall-street-brunch-megacaps-highlight-big-earnings-week?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4659711-top-10-stocks-for-2024?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/article/4556368-2023-meta-could-see-another-70-percent-downside?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:magnificent_5_or_7_earnings_preview_steven_cress
    44m 9s
Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

Transcripts: seekingalpha.com/author/investing-experts-podcast
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