Investing Experts

James Kostohryz, a macro-oriented investor and global strategist known for his top-down approach, shares his insights on pressing geopolitical risks. He discusses how tensions between Israel and Iran could lead to oil price spikes and potentially trigger a bear market. The conversation also touches on FOMO in investing, urging listeners to reconsider asset allocations in light of macroeconomic uncertainties. Kostohryz highlights the market's tendency to underestimate risks, emphasizing the need for strategic adjustments amidst geopolitical turmoil.

Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.Find out more about Sifting the WorldRead the transcript!For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this engaging discussion, experts Alex Pettee, Brad Thomas, and David Auerbach dive into the world of Real Estate Investment Trusts (REITs). They explore how REITs function like bonds and the impact of rising interest rates on their performance. The trio breaks down essential insights into different property sectors, the significance of preferred shares, and the long-term strategies for navigating market changes. With a bullish outlook on housing, they also highlight three specific REITs worth considering amidst the evolving landscape.

Steven Cress, VP of Quantitative Strategies at Seeking Alpha, dives into the current volatile market landscape and the importance of fundamentally-driven quant investing. He highlights the implications of a surging VIX and the significance of the longest yield curve inversion in history. Cress spotlights six fundamentally strong, beaten-up stocks, such as Twilio and Amphistar, showcasing their recovery potential. His insights emphasize a rational, data-driven approach to investing that prioritizes strong fundamentals over emotional reactions.

Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).Episode transcriptsShow Notes:The Role Of AI In PharmaceuticalsKirk Spano's Margin of Safety InvestingBhavneesh Sharma's Vasuda Healthcare AnalyticsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).Episode transcriptsShow Notes:Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsStar Bulk Carriers InterviewJ Mintzmyer's 2 Favorite TankersInternational Seaways: Tanker Market Updates, Seasonal Upside AheadFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.Episode transcriptsShow Notes:Investing Lessons From The World Series Of PokerFannie And Freddie: My Favorite Trump StocksIs Enhabit Dead? Not Quite YetUS Steel gains after arbitration panel rules in its favor in a dispute with union For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35).Episode transcriptsShow Notes:Imran Khan On Psychedelics - More We Don't Know Than We DoPsychedelic Stocks: Focus On Their CashFDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUsUranium A Big Part Of Our Energy Future - Chris DeMuth Jr.Palantir, BP ink pact for new AI capabilitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ahmed Abdelazim, an expert in small and mid-cap stocks, shares insights on why he prefers these investments. He highlights the importance of financial health, discussing Peloton's heavy debt as a cautionary tale. Bullish on Confluent's innovative revenue model, he praises Clover Health for its impressive margins. The conversation also explores the semiconductor and space sectors as promising areas for growth. Abdelazim emphasizes strategic timing for buying and selling stocks, guiding listeners on making informed investment decisions.