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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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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 w…
2 years, 1 month 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 th…
2 years, 1 month ago
CashFlow Hunter on pair trading, 3M and Iris Energy
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin mine…
2 years, 1 month ago
Upside/downside tug of war
Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked…
2 years, 1 month ago
Jared Dillian on market sentiment and private equity's big bubble
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add li…
2 years, 2 months ago
Understanding bull and bear market cycles with Jon Wolfenbarger
Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 ste…
2 years, 2 months ago