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Letting winners run - Steven Cress on Alpha Picks' outperformance
Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring in…
Published on 1 year, 10 months ago
Should we trust economic data? With Danielle DiMartino Booth
Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (…
Published on 1 year, 10 months ago
Super Bowl streaming, Disney deep dive and why numbers don't lie
Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration betw…
Published on 1 year, 10 months ago
J Mintzmyer on Red Sea disruptions and 2 key shipping segments
J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:2…
Published on 1 year, 10 months ago
5 cannabis stocks and how retail investors should navigate the industry
Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi…
Published on 1 year, 10 months ago
Embracing the mania and yield at a reasonable price
Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24…
Published on 1 year, 10 months ago
Biotech and pharma diversification pays off
Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will gi…
Published on 1 year, 10 months ago
JD Henning cautious about 2024, an unusual year for market considerations
JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations…
Published on 1 year, 10 months ago
KCI Research on REITs, dividends and contrarian investing
KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance…
Published on 1 year, 11 months ago
Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas
Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).
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Published on 1 year, 11 months ago