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 Stocks
Disruptions And Delays Usually Bullish For Shipping Rates
J Mintzmyer's Note Of Caution On Shipping
Red Sea Disruptions And 2 Key Shipping Segments

Episode transcript

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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 Call
DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking About
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcript

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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 Thrones
Should We Trust Economic Data?
Quill Intelligence

Episode transcript

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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).

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Show Notes:
Meta Platforms: Sucking In The Bulls
Bitcoin Has Opened The Door To Rally Deep Into All-Time Highs (Technical Analysis)
fuboTV Overcame The Odds
Rubrik: The Current Cybersecurity Outperformer, But Not Immune To Sentiment
AI Software: Understanding The Revenue Funnel
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache

Episode transcript

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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.

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Show Notes:
Steven Cress' Top 2025 Stocks
Macro Outlook For H2 2025 With Dr. David Kelly
Six Barbell Picks For A Turbulent Market

Episode transcript

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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).

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Show Notes:
Disney: The Magic Of Option Collars When Stocks Fly Like Peter Pan
Markets And Dividend Investing Are Evolving - How To Take Advantage
S&P 500: Respond To War With ROAR (Technical Analysis)

Episode transcripts

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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 Steal
DocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm Long

Episode transcripts

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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 May

Episode transcripts

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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 Fund
GameStop: Priced For Turnaround Perfection (Technical Analysis)
GameStop reports $6B+ in cash, no new Bitcoin purchases since the last update

Episode transcripts

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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 SMCI
I'm Loading Up On Energy Transfer
Nebius: Hyperscaler Aiming For Hypergrowth

Episode transcripts

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