Investing Experts

Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).Show Notes:Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive CatalystWhy Root's Management Doesn't Want To Sell For $19.34Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).Show Notes:Will This Market Go Higher Than Anyone Expects?Should We Trust Economic Data? With Danielle DiMartino BoothWall Street Lunch: January CPI Comes In HotGrowth Investor Pro by Cestrian Capital ResearchEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock; Ford, GM Have Scalability And ExpertiseTesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued StocksIt's All About LiquidityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Portfolio strategies, combining offense and defense, and criticism of the 60-40 approach. International markets and ETFs discussion. Warning against too much focus on stock picks and past performance.

Austin Hankwitz discusses focusing on profitability and cash flow, the undervaluation of Russell 2000, breakdown of covered call ETFs performance, bullish outlook on Salesforce, and strategies for building a $2 million dividend growth portfolio

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 income as well (16:00).Show Notes:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressDividend Picks For Growth And Safety With Steven CressAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth discusses Fed Chairman Powell's rate decisions, the reliability of CPI data, and the importance of real earnings over retail sales. The podcast delves into the yield curve inversion, implications for investors, analysis of Bitcoin's impact on inflation, and strategies for navigating the volatile market.

Positive Super Bowl streaming numbers, bad press for Paramount, Disney's recent earnings and sports joint venture, integration of betting and streaming sports.

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 (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.Subscribe to J's Value Investor's EdgeShow Notes:J Mintzmyer's 2 Favorite TankersJ Mintzmyer Unpacks Cyclical And Fickle Shipping SectorEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Show Notes:Senate Democrats urge DEA to end marijuana restrictions completelyCannabis stocks rally as support builds for DEA reschedulingHHS document shows recommendation to reschedule marijuanaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions