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Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress
Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). …
Published on 1 year, 6 months ago
Dividend and growth stocks for an overvalued market with David Alton Clark
David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buyi…
Published on 1 year, 6 months ago
Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday
Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40).…
Published on 1 year, 6 months ago
NewLake Capital, IIPR and cannabis REITs
Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeploymen…
Published on 1 year, 6 months ago
Top quant stocks across 11 market sectors with Steven Cress
Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). C…
Published on 1 year, 6 months ago
Event-driven strategies, commodities, and writing options with Asif Suria
Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored si…
Published on 1 year, 6 months ago
Psychedelics closer to commercialization; Compass far and away the leader
Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical s…
Published on 1 year, 6 months ago
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the m…
Published on 1 year, 6 months ago
J Mintzmyer's note of caution on shipping
Shipping expert J Mintzmyer 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' gr…
Published on 1 year, 6 months ago
Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvi…
Published on 1 year, 6 months ago