KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).

Episode transcripts

Show Notes:
Antero Resources: Buy The Forgivable Dip
Realty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done Underperforming
Realty Income Corporation: Even More Extravagantly Overpriced
For Those Investors Stuck On Yield, 2023 Was Opportunistic

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Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).

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Episode transcripts

Show Notes:
SHF Holdings: My One Stock
Chris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings Bullishness
Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings
2024 - Liquidia, Burford, And Roivant

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Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.

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Episode transcripts

Show Notes:
Gold: Ready For Blast-Off
Sentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024
Sentiment Speaks: Major Market Move Ahead
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs

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Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.

Episode transcripts

Show Notes:
Netflix reveals what we watched & for how long with new data set
Disney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024
Amazon Prime is getting ads. How does it stack up versus the other streamers?

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Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation.

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Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Google: One Of My Top Picks For 2024
Julian Lin on Seeking Alpha

Episode transcripts

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What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10)

Episode transcripts

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Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).

Episode transcripts

Show Notes:
Streaming Reality Vs. Fantasy With Dan Rayburn
Breaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be Better
Netflix reveals what we watched & for how long with new data set

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Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.

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Episode transcripts

Show Notes:
Tsakos Energy Navigation: Low Valuation With Significant Upside Potential
Free Webinar Video And Final Free Trial In 2023
Today's Best Picks In Shipping Markets

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Avi Gilburt says he's looking at the start of a major bear market but wonders if market gets 1 more high and why the next few weeks will likely give us the answer. (0:45) TLT, 2024 targets and what's taking shape in treasury market (5:30) Energy sector, bottoming out in USO (15:45) Bullish metals set-up (17:45)

Episode transcripts

Show Notes:
Banking Crisis Likely On The Horizon - Are You Prepared?
Bitcoin Has Started Its Push Upwards

Subscribe to Avi's Market Pinball Wizard

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Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).

Subscribe to Alex's Growth Investor Pro

Show Notes:
The Long Bull Market To Come
Nvidia In Transition: We Rate At 'Accumulate' Between $100-$154/Share
The Federal Carrier Wave Continues To Drive Intel Stock Higher
Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)

Episode transcripts

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