Investing Experts

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30).Show Notes:Why J Mintzmyer Is Short Walmart And Long 3 Shipping StocksDisruptions And Delays Usually Bullish For Shipping RatesJ Mintzmyer's Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).Show Notes:Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy CallDeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking AboutStressful Markets, But Lots Of Opportunities In TechEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals (18:00). Oil supply and demand (19:00). Bitcoin: more counter-intuitiveness (21:40).Show Notes:Danielle DiMartino Booth On America's Game Of ThronesShould We Trust Economic Data?Quill IntelligenceEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valuation is not enough to get an edge (21:10). Tariff costs and AI spending (24:30). Mega-caps and momentum (33:30).Get 20% off Tech Cache!Show Notes:Meta Platforms: Sucking In The BullsBitcoin Has Opened The Door To Rally Deep Into All-Time Highs (Technical Analysis)fuboTV Overcame The OddsRubrik: The Current Cybersecurity Outperformer, But Not Immune To SentimentAI Software: Understanding The Revenue FunnelAI Tiers And Taking Profits In Tech With Joe Albano, Tech CacheEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Picks #7-10 (45:20). This is an excerpt from Top Stocks For H2 2025.Get 20% off Alpha Picks and PRO Quant Portfolio!Show Notes:Steven Cress' Top 2025 StocksMacro Outlook For H2 2025 With Dr. David KellySix Barbell Picks For A Turbulent MarketEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and markets (5:00). Disney's dog collar (13:30). Managing risk in the current environment, including technical analysis (20:50). Strategy risks (30:00).Get 20% off Sungarden Investors Club!Show Notes:Disney: The Magic Of Option Collars When Stocks Fly Like Peter PanMarkets And Dividend Investing Are Evolving - How To Take AdvantageS&P 500: Respond To War With ROAR (Technical Analysis)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio returns in 2024 and 2025 (17:40).Show Notes:Super Micro Computer: At 22x FCF, This Is A StealDocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm LongEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).Show Notes:Will War Trigger A Bear Market And Spike In Oil?Will Macroeconomic Shocks Lead To Business Cycle Recession?Is Elon Musk Right About A US Debt Crisis?CPI inflation comes in softer than expected in MayEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news team, and GME's Virtual Analyst Report, tell a story of a pretty fundamental change happening.Show Notes:GameStop Has A Unique Ability To Deploy Its Cash Unlike Any Other Investment FundGameStop: Priced For Turnaround Perfection (Technical Analysis)GameStop reports $6B+ in cash, no new Bitcoin purchases since the last updateEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).Show Notes:No Growth, No Margins, No Thanks: Why I'm Out On SMCII'm Loading Up On Energy TransferNebius: Hyperscaler Aiming For HypergrowthEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15). This is an excerpt from a recent episode.Show Notes:Kirk Spano On Bitcoin, Options Selling And A Choppy 2025Bitcoin Vs. Gold: What Investors Should KnowIBIT ETF sees surge in inflows as bitcoin nears all-time highEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)Show Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageSmall Cap NuanceEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Daily Stock Picks' Gary Vaughan returns to discuss surviving the Great Crash of 2025. (1:00). How Gary uses fundamentals to pick his stocks (5:00). Tesla stock and Elon Musk (10:00). Investing around the tariff conversation (15:30). S&P 500 analysis (18:15). On owning Bitcoin (20:00). Tech ETFs vs stocks (25:25). Top stock picks (27:50).Show Notes:Stock Pickers Better Know When They're Going To SellAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00).Show Notes:Brixmor Property Group Q1 Earnings Call TranscriptBrixmor websiteEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30).Show Notes:DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsStressful Markets, But Lots Of Opportunities In TechThe Worst Has Happened To Super MicroEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35).Show Notes:Charting The Course In Shipping With J MintzmyerNote Of Caution On ShippingShipping, logistics stocks rally as U.S.-China tariff pause eases trade tensionsValue Investor's EdgeEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On Bitcoin and gold (46:00).Show Notes:Trump Playing Chicken With The World?How Not To InvestMasters in BusinessEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sanjeev Sharma returns to explain his methodology and share his S&P 500 forecast for 2025  (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00).Show Notes:S&P 500: 6,000 By End Of 2024 - Sanjeev SharmaShow transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). (SDS) and going short on implied volatility (35:15). How dependent the US is on international trade, China in particular (41:50).Show Notes:Gold Is No Longer Safe: Why I'm Taking Profits On Gold And MinersWill War Trigger A Bear Market And Spike In Oil?Show transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30).Show Notes:Gold, Guns, And The Market: What Rising Tensions Really Mean For Your PortfolioThe Crash Of 2025: One Chart That Will Flash A Final WarningPlatinum: The One Asset You Should Start Stacking Now Through DCABitcoin's Onwards To The Top: Managing The EndgameShow transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tackling an interesting shift in the investment landscape with dividend ETF SCHD. What's fueling the momentum? (1:00) Can't ignore market context (6:25). Questions remain about SCHD (8:00).Show Notes:Dividend ETFs such as SCHD garner investor attention after 'Liberation Day'SCHD: A Good Pick For Investors Choosing Income Investing Over GrowthAddressing SCHD's Collapse, Your Approach Needs To ChangeSCHD: Good Times Aren't Great (Rating Downgrade)Show transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (1:10). Don't sleep on economic data (2:00). This is an excerpt from a recent Wall Street Breakfast episode.Show Notes:Apple earnings focus for investors leans beyond June quarter: Morgan StanleyRetail blockbuster: Amazon earnings this week could reset expectations across the retail sectorShow transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15).Show Notes:CoreWeave: Luck Won't Cut It - Reiterate SellTesla: A Nuanced Bull/Bear ConversationTrump says he won't pause U.S. tariffs but is willing to negotiate trade dealsRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Gold and silver expert Don Durrett contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30).Show Notes:Gold stocks: Seeking Alpha Analysts vs. Wall StreetGold & Silver: 3 Easy Picks, 2 Favorites And 4 ETFsBuying To The Bottom In Gold & Silver With Don DurrettRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

A bull (The Value Edge) and bear (Pacifica Yield) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35)Show Notes:Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry MomentTesla: Love It Or Hate It, Buy The Dip Tesla: It's Finally Time To Trim Wall Street Lunch: Tesla 'Fork In The Road Moment'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings  (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30).Show Notes:The Market's Worst Fears Just Became RealityThe Stock Market Correction Is Over, Now Comes The Bear MarketSurging Rates In Japan Threaten U.S. MarketsRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20)Show Notes:The Biggest Retirement Regrets And How To Avoid ThemHow I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields)Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45).Show Notes:The Dog Collar portfolioMarkets And Dividend Investing Are Evolving - How To Take AdvantageSungarden YARP PortfolioRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Breaking down Nvidia stock given this week's much anticipated GTC event. Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI's transformative impact on technology and computing (2:25). Show NotesSemiconductor stocks sink ahead of Nvidia GTCIs The Force Still Strong With Nvidia?Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45).Show NotesCrypto stocks extend swoon as bitcoin drops below $80K, ether under $2KWill Crypto Cream Rise To The Top?MicroStrategy's 'Infinite Money Glitch'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The Stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18)Show NotesBrace For TurbulenceRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months.Show Notes:Kirk Spano On Bitcoin, Options Selling And A Choppy 2025SPY, QQQ, And BitcoinBitcoin Vs. Gold: What Investors Should KnowKeep Calm And Buy BitcoinWall Street BreakfastRead our episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00). Contextualizing recent drops in Steve's top 2025 picks (23:05). This is an excerpt from a recent webinar.Show Notes:Alpha PicksSign up for Seeking Alpha's Dividend Investing ForumRead our episode transcripts

Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences, a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30:40).Show Notes:Psychedelic Stocks: Focus On Their CashDeep Dive: Atai Life SciencesFDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedRead our episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). Show Notes:Meb Faber ResearchKirk Spano On Bitcoin, Options Selling And A Choppy 2025YouTube interviewRead our episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30).Show Notes:ETFs Have Come A Long WaySmart Money ClubRead our episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40).Show Notes:Hims & Hers Health: A Lesson In PsychologyTalkspace: A Growth StoryIspire: Underfollowed, Undercovered, And Undiscovered GemBank7: A Growth Bank StockRead our episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30).Show Notes:AMD: Don't Mistake This As A Buying OpportunityReddit: Buying The Underdog For Its Pace Of GrowthPalantir: A Favorable Mix Of Pro-AI And Anti-ChinaMeta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech FavoriteRead episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides.Show Notes:Growth Investor ProPredictive Analytic Models by Robert P. BalanRead episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Not A Bubble! Julian Lin On Tech's Profitability And Reasonable ValuationsJulian Lin On Palantir, Google, Meta And AppleReddit: Julian Lin's Top Conviction IdeaPalantir Q4: Nvidia Moment Is Here, But Something's Not RightRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).Subscribe to Sungarden YARP PortfolioShow Notes:Fed's preferred inflation gauge rises as expectedThat Was Fast - U.S. Tariffs On Mexico DelayedFed Chillin'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar.Show Notes:Sifting The WorldCapital One, Discover Financial upgraded to BuyArbutus expects to significantly reduce its net cash burn in 2025Burford Capital virtual analyst reportRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30).Show Notes:Top Dividend Stocks For 2025Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20.Subscribe to Sungarden YARP PortfolioShow Notes:The 10X Rule BookThe democratization of investment research and the informativeness of retail investor tradingTrump-tied crypto project buys over $100M in ether, other tokensBusting Today's Market MythsRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions