Investing Experts

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?

The Pragmatic Investor's James Foord and The Portfolio Architect's Lawrence Fuller discuss current Fed policy, inflation outlook and recession potential. Was that the last rate hike - has the Fed paused? (2:30)Have we avoided a recession? (10:40)Regional banks' liquidity crisis (14:30)Why Gannett (GCI) is Lawrence's largest holding (22:40)Options and dividend portfolio strategies (45:30)Show Links:Subscribe To The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsThe Pragmatic Investor Podcast

Leader of Green Growth Giants, Owen Clendenin, dives into everything about Lithium in this episode. We cover the companies he says are doing business the best, who has the best management team, and he shares what investors need to watch for each earnings call. Get Access To Green Growth Giants(00:28) - What is the decarbonization economy?(03:42) - How investors should approach the lithium space(05:54) - The source of lithium for major companies (07:28) - Where to invest in the lithium industry(09:06) - Individual names that investors should research further(13:14) - Which company has the best management team(19:32) - What investors need to listen for on the earnings calls(23:08) - The Lithium Price Safety Net

The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season. Get Access To The Pragmatic Investor(00:49) M2 Money Supply and Inflation.(03:31) Fed's pause and pivot.(08:39) Real assets and gold. (11:22) Is crypto a real asset?(14:22) Bitcoin investments and congestion.(18:30) Palantir's recent growth and potential.

EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more.Get Access To EPB Macro Research(00:36) - Inflation numbers are in! (02:49) - How long will The Fed need to keep rates high?(04:28) - Should you be fully invested right now(06:41) - Was this last earnings season the “last good quarter”?(09:40) - The overall guage for the market is…(11:14) - Are we in a recession right now?(14:16) - Employment number revisions. What are they signaling?(18:47) - Are you still telling people to buy defensive stocks?(21:55) - Real Estate & REITs(26:24) - Commercial Real Estate - what’s coming?

Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks. Is Microsoft fairly valued? (0:28)Why is Microsoft pumping AI so hard? (7:20)Bing, ad revenue and Google (10:30)Contextualizing Meta's parabolic moves (14:10)Show Notes:Julian's Investing Group: Best of Breed Growth StocksJulian Lin on Seeking AlphaKirk's Investing Group: Margin of Safety InvestingKirk Spano on Seeking AlphaInvesting Experts Episodes With Transcripts Seeking Alpha Investing GroupsSeeking Alpha Premium and PRO

The Market Pinball Wizard's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30).This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard).View this episode's data and transcript on Seeking Alpha.Subscribe to The Market Pinball WizardFollow Avi Gilburt

A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions.View this episode's data and transcript on Seeking Alpha.Subscribe to The Market Pinball WizardFollow Avi Gilburt

Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space. Relevant Links: Get Access To Sifting The World NowWatch The Innovate Webinar“Best New Idea: Innovate” Article-----(01:15) - Chris’s Big Idea For 2023 Still Has Room To Run(08:40) - The New Event-Driven Trading Idea(30:02) - Short and Long Positions in Crypto(35:29) - How Much Value Can Investors Expect From GBTC If It Converts-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)Will AI disrupt search or will it benefit Google? (15:30)Bullish on Google (22:00)Meta's strong execution (32:20)Comparing and contrasting Roblox with Unity (44:40)Show Notes:Julian Lin on Seeking AlphaBest of Breed Growth StocksKirk Spano on Seeking AlphaMargin of Safety InvestingSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO