Investing Experts

Seeking Alpha
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Jun 21, 2023 • 57min

3M bull/bear thesis with CashFlow Hunter and Brett Ashcroft Green

CashFlow Hunter runs Catalyst Hedge Investing and is bearish on 3M (MMM). Brett Ashcroft Green is bullish on the stock. Today they discuss their investment thesis. Sign-up for free 14 day trial with Catalyst Hedge InvestingInvesting Experts episodes with transcripts on Seeking Alpha3M: Positive Lawsuit Developments For This Cheap Dividend King3M: Catalysts For A Potential BankruptcyCashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge InvestingTake full advantage of Seeking Alpha's features with a Premium subscription
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Jun 20, 2023 • 30min

Cryptocurrencies and Elliott Wave analysis with Ryan Wilday

Crypto Waves Founder Ryan Wilday joins James Foord, The Pragmatic Investor, to discuss the evolution of his Bitcoin thesis (0:30), why he prefers BITO to GBTC (2:00) and how he uses Elliott Wave analysis (8:05). Full episode originally published May 4, 2023 on The Pragmatic Investor.Sign-up for free 14 day trials with Crypto Waves or The Pragmatic InvestorInvesting Experts episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscriptionRyan Wilday's Twitter
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Jun 13, 2023 • 40min

Palantir's cheap, bitcoin, altcoins, options and earnings season with Victor Dergunov

Victor Dergunov, The Financial Prophet, talks to James Foord, The Pragmatic Investor about tech earnings, options strategies and his favorite long-term picks.Full episode originally published April 27, 2023 on The Pragmatic Investor.(3:45) Investing strategy - turning covered calls into collar plays(15:30) Why Palantir (PLTR) is cheap(25:15) Long-term bull on Bitcoin and certain altcoinsFree 14 day trials with The Financial Prophet and The Pragmatic InvestorInvesting Expert episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscription.
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Jun 12, 2023 • 16min

As AI evolves, which stocks make sense? Kirk Spano with Ramy Taraboulsi

Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.View this episode's transcript on Seeking AlphaSubscribe to Margin of Safety InvestingFollow Ramy Taraboulsi, CFA
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Jun 7, 2023 • 1h 17min

AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.(3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence(7:10) - AI won't be slowed - military investing more than any company(13:30) - Neural networks, AI hype and building something we don't understand(28:20) - Major problem with AI is lack of computing power. What stocks make sense?(50:25) - Lockheed Martin's quiet AI work; bearish on Google.Recorded on June 1, 2023Show Notes:Kirk Spano's Investing Group, Margin of Safety InvestingFollow Ramy Taraboulsi, CFA All Investing Expert episodes with transcriptsBeware: The Singularity Is Almost Here
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Jun 6, 2023 • 40min

Economic Surprises, Healthier Market Trends, AI And Crypto With Mike Zaccardi

The Pragmatic Investor, James Foord, is joined by fellow Seeking Alpha analyst, Mike Zaccardi, CFA, CMT.(1:00) - Insight into Fed funds market(4:45) - Will we achieve a soft landing?(16:20) - Combining fundamental and technical analysis(20:45) - Sectors currently offering the most value (30:00) - Bitcoin and the broader crypto marketRecorded on May 30, 2023Show Notes:James Foord's Seeking Alpha articlesSubscribe to The Pragmatic InvestorMike Zaccardi's Seeking Alpha articlesInvesting Expert episodes with transcriptsMike Zaccardi on Twitter
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May 26, 2023 • 31min

Downside Risk, Investor Sentiment And Elliot Wave Theory With Stock Waves

Zac Mannes from Stock Waves, an expert in Elliott Wave Theory, joins Garrett Patten from The Pragmatic Investor, who specializes in investor sentiment. They discuss how to forecast US stocks using Elliott Wave Theory and the importance of integrating fundamental and technical analysis. The duo emphasizes recognizing ideal setups and reveals potential downside risks in the market. They also delve into the impact of investor sentiment on trading strategies and explore Bitcoin's correlations with traditional assets like gold.
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May 23, 2023 • 1h 4min

How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter

Kirk Spano and CashFlow Hunter return to discuss:(0:55) - How the fallout from FTX led CashFlow Hunter to presciently short Silvergate (SICP) and Silicon Valley Bank (SIVBQ)(8:00) - Rules for shorting stocks; never short based on valuation(14:00) - Banks tightening; harbinger of recession?(24:00) - Iris Energy (IREN) and Bitcoin mining(35:00) - 3M (MMM) as a high conviction pick(47:00) - Energy picks, pipeline companiesKirk Spano and CashFlow Hunter's Investing Groups:Margin of Safety InvestingCatalyst Hedge InvestingAll Investing Expert episodes - with transcripts on Seeking Alpha
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May 21, 2023 • 13min

Volatility Will Continue - Lithium Investing With Green Growth Giants' Owen Clendenin

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).Show Links:Subscribe to Green Growth GiantsInvesting Experts with Transcripts
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May 18, 2023 • 20min

Does AI Translate To Risk-On Markets? With Andres Cardinal (The Data Driven Investor)

We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.Get Access To The Data Driven Investor(00:24) - Andres explains why he is liking risk-on stocks(05:45) - Which risk-on stocks Andres finds favorable (07:35) - Deeper take on AMD as an AI chip winner (09:57) - Worries about Government Regulation around AI(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI (14:27) - Should companies that use AI be able to command higher price multiples(15:59) - What are red flags that investors should be aware of in regard to AI (17:30) - Where is Apple?

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