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The death of buy and hold has been greatly exaggerated
David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuat…
Published on 5 months, 2 weeks ago
In shipping, global macro matters more than ever - J Mintzmyer
J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible…
Published on 5 months, 2 weeks ago
Robotaxi concerns, a healthier Nvidia, AMD momentum with Sara Awad, Tech Contrarians
Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointmen…
Published on 5 months, 2 weeks ago
Danielle DiMartino Booth on jobs, oil, Powell, precious metals, USD
Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of…
Published on 5 months, 3 weeks ago
Market sentiment is a powerful thing - Joe Albano, Tech Cache
How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valu…
Published on 5 months, 3 weeks ago
Steven Cress' top 10 stocks for H2 2025
Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). P…
Published on 5 months, 3 weeks ago
It all starts with risk management
Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and markets (5:00). Disney's dog collar (13:30). Managin…
Published on 5 months, 4 weeks ago
Getting deep value returns with Michael Wiggins De Oliveira
Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio returns in 2024 and 2025 (17:40).
Show Notes:
Super Micr…
Published on 6 months ago
Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz
James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation idea…
Published on 6 months ago
GameStop: can bitcoin bet and billions in cash offset retail decline?
Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news team, and GME's Virtual Analyst Report, tell a sto…
Published on 6 months ago