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

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

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.Transcripts: seekingalpha.com/author/investing-experts-podcast

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Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.Show Notes:My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In GrowthInnovative Industrial Properties: 7.2% Dividend With Visible Near-Term CatalystBengal Capital FY2023 LetterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

NewLake Capital, IIPR and cannabis REITs

Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar.Show Notes:University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The MarketTop Stocks By Sector Alpha Picks: top stock picksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Top quant stocks across 11 market sectors with Steven Cress

Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).Show Notes:Capri Holdings earningsFed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin NeutralityInside Arbitrage investing groupSix Special Situation Strategies to Outperform the MarketEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Event-driven strategies, commodities, and writing options with Asif Suria

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).Show Notes:Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatmentDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiPsychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.COMPASS Pathways Q1 2024 Earnings Call TranscriptEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Psychedelics closer to commercialization; Compass far and away the leader

Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).Subscribe to Victor's investing group, The Financial ProphetShow Notes:The S&P; 500: Is The Pullback Over?Tesla: Don't Panic And Consider Buying The DipPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

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

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