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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,…
1 year, 10 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 rece…
1 year, 10 months ago
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 (…
1 year, 10 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 i…
1 year, 10 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 Mic…
1 year, 10 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 curren…
1 year, 11 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 Reddi…
1 year, 11 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 d…
1 year, 11 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 earning…
1 year, 11 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 qu…
1 year, 11 months ago