Investing Experts

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Discussion on Wall Street's freaky season and China's disappointing economic data. Analysis of key resistance on 10 year U.S. Treasury yield. Insights on market timing, trading updates, and portfolio offense and defense.

Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).Subscribe to Crypto WavesShow Notes: Cryptocurrencies And Elliott Wave Analysis With Ryan WildayWhere's Bitcoin Going In The Second Half Of 2023?3 Altcoins To Consider In 2023Revisiting BITO And GBTC Before The Coming Bull Market In BitcoinHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow HunterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).Show Notes:Top 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 2023AI Disrupts Industries: 3 Tech Stocks To BuyQuant Ratings ExplainedEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00).Subscribe to Austin's Cash Flow Freaks investing groupShow Notes:SPYI: Outperforming Both JEPI And XYLD In 2023SPYI: Superior To JEPI In Every Single WayNot All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy TaraboulsiBroadcom quant ratingsEpisode transcriptsAustin Hankwitz on TikTokFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

The hosts discuss selling time, oil, inflation, debt concerns, T-Bill portfolio, recent market rally sustainability, trading strategies, technical analysis, future episode plans, rising oil prices, mounting debt, concerns about the Federal Reserve, potential negative consequences, investment strategies, market conditions, and disappointment in Japan.

Victor Dergunov, The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov.Subscribe to The Financial ProphetTranscripts on Seeking AlphaShow Notes:Finally, Disney Is Dirt CheapWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning point'The Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptDisney Continues To Gamble On Sports As Overall Business Continues To Seek Identity

Alex King runs Cestrian Capital Research and Growth Investor Pro. He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro).Subscribe to Alex King's Growth Investor ProFull transcripts on Seeking AlphaShow Notes:We Rate Intel Stock At Accumulate Because It's Not About The NumbersINTC Intel CorporationPost-Earnings Accumulation List With Alex King (Growth Investor Pro)Wall Street Lunch: China-U.S. Chip War Heats UpAmazon Stock Offers Technical Upside, But We Find The Company Fundamentally UnexcitingQQQ ETF Forecast For 2023: What To Watch ForBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearTSLA Tesla, Inc.Microsoft Stock: Potential For All-Time Highs Within 12 Months

Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00).Episode transcripts on Seeking AlphaShow Notes:Busting Today's Market Myths With Matthew Tuttle And Rob IsbittsUnited States Loses Top Rating At FitchUnited States loses top rating at Fitch; long-term IDR cut to AA+S&P 500 Rally, DIA Vs. QQQ, Perma-Realism And Tech Giants' Important EarningsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep

Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.Subscribe to The Market Pinball WizardTranscripts on Seeking AlphaShow Notes:Swallowed By Giants: Newmont And Newcrest MiningSentiment Speaks: Silver May ExplodeSentiment Speaks: Here Is The Set Up For A Fast 10% Rally In GoldS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard)