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

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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).

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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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Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).

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Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Sam Altman Returns As OpenAI CEO With New Board

Episode transcripts

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Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.

Show Notes:
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Best Of The Best List: My Favorite Gold And Silver Mining Stocks

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Episode transcripts

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How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30).

Show Notes:
TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI
Here's What My Option Portfolio Looks Like Now, And Why
BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To Buy
UTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It Now

Episode transcript

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Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).

Show Notes:
Retail relief rally picks up after the CPI report shows consumers may be finally getting a break
October CPI Data Comes In Soft
The CPI Report May Deliver A Massive Surprise To The Market

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Episode transcript

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"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).

Show Notes:
Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In Jeopardy
Paramount jumps as narrower streaming losses drive Q3 beat
Disney earnings call: Focusing streaming, paving ESPN's future
The Dan Rayburn Podcast

Episode transcripts

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How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).

Show Notes:
Why Michael Gayed Thinks We're Still In A Bear Market
ACWI: Lowered U.S. Exposure Finally A Plus
We May Be In A Crash, And Here's Why
Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too

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Episode transcripts

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2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).

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Show Notes:
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Tesla: Company Risk If They Don't Slow Factory Growth
Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel

Episode transcripts

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Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50)

Show Notes
Top Defensive Stocks For Turbulent Times
The New Flight To Safety Trade: Gold, Oil, And Defensive Stocks

Episode transcripts

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