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Don't fear AI bubble, there will be winners - Tech Contrarians
Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enou…
10 months, 1 week ago
Investing in small caps with courage and conviction
Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse …
10 months, 3 weeks ago
3 stocks to buy from Alpha Picks/Pro Quant Portfolio
Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to b…
10 months, 3 weeks ago
You can beat the market - by breaking some rules
David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not …
10 months, 3 weeks ago
Inflation expectations, tech valuations, healthcare opportunities
Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflatio…
10 months, 3 weeks ago
Historic day at the Fed with Danielle DiMartino Booth
Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (…
10 months, 3 weeks ago
Quant buys in cannabis
Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25).…
11 months ago
Liquidity flows, volatility shocks
Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between impl…
11 months ago
Tesla U.S. market share at 8-year low
Tesla’s share of U.S. EV market drops below 40%. (0:15) UnitedHealth reaffirms outlook. (1:25) Goldman sees global music revenues doubling by 2035. (…
11 months ago
How much further will gold and silver run?
Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals …
11 months, 1 week ago