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Nvidia and the H200 landscape; Broadcom's strategic positioning
How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, O…
Published on 1 day ago
Life after Mag 7
Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after gover…
Published on 6 days, 17 hours ago
3 well-positioned AI stocks from Steven Cress
Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:0…
Published on 1 week ago
Contrarian plays and real asset opportunities from next gen investors
Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). S…
Published on 2 weeks ago
Steven Cress' 6 picks: 3 dividend income, 3 AI growth stocks
Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded o…
Published on 2 weeks, 3 days ago
REITs are boring and boring is good
Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria an…
Published on 2 weeks, 6 days ago
It ultimately comes down to free cash flow yield
Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro p…
Published on 3 weeks, 2 days ago
AI spending surge, contrarian take on tech stocks
Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxie…
Published on 3 weeks, 6 days ago
Lofty valuations, overheated technicals - managing market risk with Victor Dergunov
Victor Dergunov shares why valuations matter more than ever, and how he’s positioning The Financial Prophet portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:…
Published on 1 month ago
Ice cold, zen-like investing with Alex King
Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government …
Published on 1 month, 2 weeks ago