Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.

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Show Notes:
Wall Street Breakfast: End Of Winter
SEC at long last approves spot bitcoin ETFs
SEC approves spot ethereum ETFs in huge win for crypto world

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Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).

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Show Notes:
Is The JEPI ETF Actually Worth It?
Beyond Saving
Rida Morwa

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Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies  (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.

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Show Notes:
Top 10 Stocks For 2024
GigaCloud Technology: Strong Buy With Short Squeeze Potential 
PDD Holdings: Offering High Growth, Strong Profits And Stability 
Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500 
Top 10 Stocks For H2 2023

Episode transcripts

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Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).

Show Notes:
Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
Powell Says Inflation Isn't The Only Concern
SA Sentiment sees rate cuts starting in September
3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES

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Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).

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Show Notes:
The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)
ECC And OXLC: Climbing The CLO Learning Curve
From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'
The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% Distributions

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Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)

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Show Notes:
Riding Uber From Cash Burn To Cash Cow: Mini Deep Dive On Uber
The Future Of Energy Drinks: Mini Deep Dive On Celsius Holdings
Powering Up The EV Market: Mini Deep Dive On Aspen Aerogels
Hardware Enabler Of The AI Revolution: Mini Deep Dive On Super Micro Computer

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Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.

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Show Notes:
Top 3 Travel Stocks (SA Quant)
Global airline revenue expected to reach nearly $1 trillion in 2024
Top 4 July Stocks: Hot Month For S&P 500
Everything churning in the right direction for cruise industry

Episode transcripts

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How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). 

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Show Notes:
Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge Instead
Apple, We Believe, Can Reach $328/Share 
Tech Volatility Is A Feature Not A Bug
How To Beat The S&P 500 Using The S&P 500

Episode transcripts

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Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).

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Show Notes:
State Of REIT Nation: Waiting At The Bottom
REITs said to have reported a surge in capital raising activities in May
Consumer Shows Stress
NewLake Capital, IIPR And Cannabis REITs

Episode transcripts

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J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.

J Mintzmyer's Value Investor's Edge

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
May's CPI cools more than expected, with core CPI rising 3.4% Y/Y
J Mintzmyer's Note Of Caution On Shipping

Episode transcripts

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