Investing Experts

Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing.Subscribe to Courage & Conviction Investing's Second Wind CapitalTranscripts on Seeking AlphaADES Advanced Emissions Solutions, Inc.Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sWill the Advanced Emissions Solutions rebound continue?Advanced Emissions Solutions to merge with Arq

Elliott Wave expert Avi Gilburt returns to discuss raising cash long-term and the possibility of a major bear market (1:35), relying on market sentiment not exogenous events (4:40), metals' 3rd wave setup and possible melt-up (10:15), oil potential for multi-year rally (21:30) bond market's surprising length of consolidation (23:00) and concerns about the banking industry (28:10).Subscribe to Avi's investing group The Market Pinball WizardTranscripts on Seeking AlphaS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard)Sentiment Speaks: Can The Market Now Head To New All-Time Highs?Sentiment Speaks: Is The Market Disconnected From Reality, Or Are You?Sentiment Speaks: Is A Market Crash Still Possible?Big Banks Have Massive Exposure: The Fed Does Not Have Your BackBig Banks Have Massive Exposure: Recent Banking Results Are ConcerningMeta Has Spent Itself Into A HoleNewmont: The Bottom Is In For GoldSentiment Speaks: Gold And Silver May Be The Outperforming Assets For 2023Capital One: Danger, Will Robinson, Danger!Sentiment Speaks: $2,428 Target For Gold

Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).Transcripts on Seeking AlphaBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEFederal Reserve hikes rate by 25 basis points to highest level in 22 yearsBusiness uncertainty over revenue growth stays higher than prepandemic levelThe Magnificent Seven Or The Mediocre Seven?S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepSARK ETF

Alex King returns to discuss running Cestrian Capital Research and Growth Investor Pro (1:30), tech's incredible run, why they think Nasdaq has more to go (5:00), Intel and the strategic battle between U.S. and China (22:00), financials' recent earnings (28:20) and their sector and index ETF strategy (31:00).Transcripts on Seeking AlphaSubscribe to Growth Investor ProCan Tech Recover? With Alex King From Cestrian Capital ResearchPost-Earnings Accumulation List With Alex King (Growth Investor Pro)QQQ ETF Forecast For 2023: What To Watch ForWe Rate Intel Stock At Accumulate Because It's Not About The NumbersWe Banked The Free Money From MongoDBMicrosoft Stock: Potential For All-Time Highs Within 12 MonthsBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearHedge funds pivot to Europe amid doubts U.S. tech-led rally has legsGoldman projects AI's impact on S&P fair value and earnings over 20 years

Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).Subscribe to Second Wind CapitalTranscripts on Seeking AlphaShow Notes:First Half 2023 Performance (+46.5% Vs. +7.4%)Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sAs Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'Commodity Supercycles And The Role Of Luck (One Year Later)TravelCenters of America: It's Fun When It WorksKirkland's: I'm Bullish (Again) For The First Time Since October 2020CVR Partners, LP: My Best Current Commodity Idea

Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.(2:50) - Melt-up and crash all in the same year?(7:20) - The Fed is a follower of the bond market; treasuries will dictate(9:40) - How to classify a bull and bear market(15:20) - Nvidia and getting perspective on the tech sector(22:40) - International portfolio allocation - what to keep in mind(30:55) - Gold as the ultimate diversifierFree trial to Michael's Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:Unpopular Opinion: The Bear Market Is Not OverGLD: A Stock Market Correction Is Needed For This To Break OutEEM And Emerging Markets: The Greatest Comeback Since Lazarus Is ComingHidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market FutureThe Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?How Nvidia And Microsoft Stocks CorrectQQQ: It's Time For The Nasdaq To Punish Recency Bias

Victor Dergunov runs The Financial Prophet and today talks Q2 earnings, Fed pivot, inflation, and high quality stocks.(3:00) - Continue to buy high quality companies on pullbacks(9:00) - Why Victor believes in Tesla(16:20) - Easier monetary stance coming from Fed?(33:40) - Tech sector favorites; still early in AI revolution(43:20) - Netflix earnings, and why it's the best, stickiest platform in the worldTranscripts on Seeking AlphaPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovNvidia: The Post-Earnings Drop ApproachesTesla: Strong Buy Ahead Of Q2 ResultsThe S&P 500: More Upside AheadPalantir: Strong AI Buy For The Long-TermTesla Stock: No AI Hype Here - Buy The DipAMD Is Cheap Again - Strong AI Buy HereWhy Palantir Remains My Top HoldingQQQ: The Tech Rally Is Just Getting StartedNetflix: A Strong Buy With EPS Growth, Multiple Expansion PotentialWill Tesla Become A Trillion-Dollar Company?

Will tough times continue for psychedelic stocks? (1:50) Analyst Alex Carchidi shares his views on the sector and specific stocks like Compass Pathways (4:20), Atai and Cybin (19:50) and the inevitability of big pharma buying up assets (32:10).Transcripts available on Seeking AlphaCybin: A Leading Early-Stage Psychedelics PlayAmerican Medical Association approves CPT code for psychedelic therapiesFDA drafts new guidance on psychedelic researchPsychedelic Sunday: Scrutinizing Psychedelic Stocks

Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.(0:30) - Tesla's charging network evolution - net benefit not clear(10:50) - Self-driving cars, robotaxis and Tesla's competitive advantageTranscripts available on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageTesla: Elon Musk Is Playing The Long GameTesla's China Exposure Faces New RisksTesla Motors (TSLA) Q3 2016 Results - Earnings Call TranscriptFree trial for James Foord's The Pragmatic Investor

Marc Chandler talks to James Foord about why he's looking at the Fed funds futures strip (0:50), focusing on annualized pace for inflation outlook (4:20) and why a recession is a different story than slow growth (7:15). This is an abridged version of our recent conversation, Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler.Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets