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PODCAST

Investing Experts

Seeking Alpha"s deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast

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45:46

'Macro drives everything' Julian Lin and Romil Patel...

Investing Experts ·

2023/06/28

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).(1:00) Pay attention to why shareholders buy into a stock(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits(23:00) Is management aligned with shareholders?(32:00) Shipping sector - why macro drives everythingWhy I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming StormZIM: The Value Trap Has Finally Been ExposedFree 14 day trial for Julian

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62:01

Tesla bull/bear thesis with Anton Wahlman and James...

Investing Experts ·

2023/06/27

Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.(2:00) - Can't value Tesla (TSLA) like a regular auto company(6:45) - Evolution of Tesla's charging networks(18:20) - Does Tesla's competitive advantage still exist?(36:40) - Investing for the future - is Tesla a good investment?Investing Experts episodes with transcripts on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageFree 14 day trial

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20:24

Exxon Mobil bull/bear debate with David Alton Clark...

Investing Experts ·

2023/06/26

Callum Turcan shares his bullish take on Exxon Mobil (0:30) and David Alton Clark shares his bearish thesis (1:50).This is an abridged version of our recent conversation, Exxon Mobil - Is Good News Priced In? Bull/Bear Thesis With David Alton Clark And Callum TurcanWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil: Trees Don't Grow To The SkyTranscripts found on Seeking AlphaFree 14 day trial for David Alton Clark's Winter Warrior Investor

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54:44

Great time to own these REITs - Brad Thomas with Kirk...

Investing Experts ·

2023/06/26

Brad Thomas talks to Kirk Spano about REITs and real estate investing.(6:00) - REITs for insulation and income generation during potential recession(15:40) - Are industrial REITs underappreciated and which US regions look the best?(22:10) - Concerns about the sun belt region, primarily Florida(37:00) - STAG Industrial's consistent earnings and dividend growth(44:20) - VICI and gaming REITs Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on AlphaAll

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72:35

Exxon Mobil - is good news priced in? Bull/bear...

Investing Experts ·

2023/06/22

Is good news already priced into Exxon Mobil (XOM)? David Alton Clark explains why he's bearish and Callum Turcan lays out his bullish case on Exxon Mobil - the stock appears to be moderately undervalued using discounted free cash flow analysis.Free 14 day trial for David Alton Clark's Winter Warrior InvestorWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil Has Ample Upside In Current EnvironmentExxon Mobil: Take The Money And RunExxon Mobil: Trees Don't Grow To The SkyAll Investing

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57:04

3M bull/bear thesis with CashFlow Hunter and Brett...

Investing Experts ·

2023/06/21

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

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30:03

Cryptocurrencies and Elliott Wave analysis with Ryan...

Investing Experts ·

2023/06/20

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

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40:09

Palantir's cheap, bitcoin, altcoins, options and...

Investing Experts ·

2023/06/13

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

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16:21

As AI evolves, which stocks make sense? Kirk Spano...

Investing Experts ·

2023/06/12

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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77:29

AI Cannot Be Slowed Down - With Ramy Taraboulsi And...

Investing Experts ·

2023/06/07

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

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39:50

Economic Surprises, Healthier Market Trends, AI And...

Investing Experts ·

2023/06/06

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

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31:25

Downside Risk, Investor Sentiment And Elliot Wave...

Investing Experts ·

2023/05/26

Our guests this week, Zac Mannes and Garrett Patten from Stock Waves, and The Pragmatic Investor, discuss Elliot Wave Theory and investor sentiment.(0:30) - Forecasting US stocks with Elliot Wave Theory and investor sentiment(4:20) - Incorporating fundamental with technical analysis(9:00) - What is an ideal set-up?(13:40) - Long-term top; risk skews to downside(19:40) - Bitcoin, crypto won't decouple too drastically from broader marketFree 14 day trials with Stock Waves and The Pragmatic InvestorAll

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64:01

How To Short Stocks; Bitcoin Miners, Energy Picks And...

Investing Experts ·

2023/05/23

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

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12:50

Volatility Will Continue - Lithium Investing With...

Investing Experts ·

2023/05/21

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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19:30

Does AI Translate To Risk-On Markets? With Andres...

Investing Experts ·

2023/05/18

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

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54:30

Gannett Bullishness, Options Strategies And Fed...

Investing Experts ·

2023/05/17

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

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28:51

Lithium 101 And The Best Run Lithium Company With...

Investing Experts ·

2023/05/16

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

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20:41

Crypto Insulation, M2 Money Supply, PayPal and...

Investing Experts ·

2023/05/12

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.

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29:54

Staying Defensive - Q2 2023 Macro Update With Eric...

Investing Experts ·

2023/05/11

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

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23:23

AI Will Benefit Big Tech, Not Just Microsoft - Julian...

Investing Experts ·

2023/05/10

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

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