EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more.

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(00:36) - Inflation numbers are in!
(02:49) - How long will The Fed need to keep rates high?
(04:28) - Should you be fully invested right now
(06:41) - Was this last earnings season the “last good quarter”?
(09:40) - The overall guage for the market is…
(11:14) - Are we in a recession right now?
(14:16) - Employment number revisions. What are they signaling?
(18:47) - Are you still telling people to buy defensive stocks?
(21:55) - Real Estate & REITs
(26:24) - Commercial Real Estate - what’s coming?

Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks.

• Is Microsoft fairly valued? (0:28)
• Why is Microsoft pumping AI so hard? (7:20)
• Bing, ad revenue and Google (10:30)
• Contextualizing Meta's parabolic moves (14:10)

Show Notes:

Julian's Investing Group: Best of Breed Growth Stocks

Julian Lin on Seeking Alpha

Kirk's Investing Group: Margin of Safety Investing

Kirk Spano on Seeking Alpha

Investing Experts Episodes With Transcripts

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The Market Pinball Wizard's Avi Gilburt shares why investors should be raising cash from a long-term perspective (0:40) and his expectations for the metals and oil markets (6:30).

This is an abridged version of our past conversation, The Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard).

View this episode's data and transcript on Seeking Alpha.

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A crash course in Elliott Wave Theory (1:45) and a look at key market projections in the S&P 500 for the years ahead (5:48). Exclusive look into the metal and oil sectors (23:51) for traders looking to take positions.

View this episode's data and transcript on Seeking Alpha.

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Hedge Fund Manager Chris DeMuth Jr. joins the podcast to share an update on his big stock pick of 2023, his newest event-driven trade, and how investors can play it, and provide insights on his positioning in the crypto space.

Relevant Links: Get Access To Sifting The World Now

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(01:15) - Chris’s Big Idea For 2023 Still Has Room To Run

(08:40) - The New Event-Driven Trading Idea

(30:02) - Short and Long Positions in Crypto

(35:29) - How Much Value Can Investors Expect From GBTC If It Converts

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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.

• Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
• Will AI disrupt search or will it benefit Google? (15:30)
• Bullish on Google (22:00)
• Meta's strong execution (32:20)
• Comparing and contrasting Roblox with Unity (44:40)

Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

Kirk Spano on Seeking Alpha

Margin of Safety Investing

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss:

• Launching Catalyst Hedge Investing (2:00)
• Coinbase not evolving from early mover status in crypto (12:35)
• Bitcoin a solution looking for a problem (17:00)
• Bearish on 3M - liabilities, dividend at risk (19:10)
• Special situation stocks (30:20)
• Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20)

Show Notes:

CashFlow Hunter on Seeking Alpha

Catalyst Hedge Investing

Life After Silicon Valley Bank: Tighter Credit Conditions

3M: Catalysts For A Potential Bankruptcy

Coinbase: All's Not Well(s)

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• Fed Trader's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15)
• Fed doesn't realize how powerful it is - they're not listening enough. (6:50)
• Finding stocks on a bottoms up basis. (21:20)
• Why broad market performance follows Micron's stock movements. (26:24)
• Bearish on Tesla (TSLA) (28:00)

Show Notes:

Fed Trader

Tesla: Company Risk If They Don't Slow Factory Growth

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JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows.

Relevant Links:
Get Access to Value and Momentum Breakouts Now
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(00:25) - Fed Meeting Next Week. What’s The Reaction?
(03:50) - Positioning For The Market Move For The Rest Of This Year
(07:13) - The Proof Of The Models
(08:38) - Earnings On Deck!
(11:09) - Why Not FANG Stock Now?
(13:35) - Markets Are Positive! What Gives?
(17:58) - Where Should New Capital Go To Work?
(19:11) - The Story Of A Deflated VIX
(23:02) - How Did You Know To Get Out Of Tesla Before Earnings?

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Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega-tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skepticism about a soft landing (17:00).

Show Notes:

Steven Cress on Seeking Alpha

Quant Ratings Explained

Top 5 Stocks For Earnings Season

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO