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Top 10 stocks 2nd half 2024 with Steven Cress
Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials…
Published on 1 year, 5 months ago
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in
Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity mark…
Published on 1 year, 5 months ago
Steven Bavaria takes investors inside the income factory
Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros…
Published on 1 year, 5 months ago
Date your stocks, don't marry them - Jonah Lupton
Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation ov…
Published on 1 year, 5 months ago
3 best summer travel stocks with Steven Cress
Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (1…
Published on 1 year, 5 months ago
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.
How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he…
Published on 1 year, 5 months ago
REITs are a deep value opportunity - Hoya Capital
Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitiv…
Published on 1 year, 5 months ago
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024
J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what innin…
Published on 1 year, 5 months ago
Market anxiety, risk repricing and holding cash
Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricin…
Published on 1 year, 5 months ago
Nvidia as religion and why we're due for a substantial correction
Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will t…
Published on 1 year, 5 months ago