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There will be great opportunities to buy this market, but not right now - Michael Kramer
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail i…
Published on 1 year, 7 months ago
Capital imbalances and why David Daglio is a reformed value investor
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). G…
Published on 1 year, 7 months ago
Nvidia and tech stock paradoxes with Joe Albano
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:…
Published on 1 year, 7 months ago
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold,…
Published on 1 year, 7 months ago
Reddit - Julian Lin's top conviction idea
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 Red…
Published on 1 year, 7 months ago
Equity investing is about the way things are, not the way things should be
Rob Isbitts runs Sungarden Investment Publishing 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 th…
Published on 1 year, 7 months ago
Magnificent 5 or 7? Earnings preview with Steven Cress
Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent …
Published on 1 year, 7 months ago
Buying to the bottom in gold & silver with Don Durrett
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sec…
Published on 1 year, 7 months ago
AI tiers and taking profits in tech with Joe Albano, Tech Cache
Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Unders…
Published on 1 year, 8 months ago
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abri…
Published on 1 year, 8 months ago