Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)

Show Notes:
Will War Trigger A Bear Market And Spike In Oil?
Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict

Episode transcripts

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Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)

Show Notes:
Stock Pickers Better Know When They're Going To Sell
More Volatility Ahead In This AI Bull Market
Why Lumentum Wins Over Coherent (For Now)

Episode transcripts

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Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)

Episode transcripts

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Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)

Show Notes:
Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock
The Mag 7 Hit A Critical Level
Not A Bear Market Yet, But It's Already A Stock Picker's Dream
High Conviction Ideas With Next Gen Investors

Episode transcripts

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Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)

Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

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David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)

Show Notes:
Dividend And Growth Stocks For An Overvalued Market With David Alton Clark
Taking Profits For Yield And Growth With David Alton Clark

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Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here.

Show Notes:
Alpha Picks
Steven Cress' Top 10 Stocks For 2026

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Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026.

Show Notes:
Bloom Energy Powering the AI Revolution
MercadoLibre: Top Quality Stock Deeply Undervalued
Bloom Energy: Solving the AI Data Center Power Bottleneck

Investing Experts' transcripts

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Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: (FOF) and (OWL), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026.

Show Notes:
'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund
My Ultimate Contrarian Bet For 2026: Blue Owl Capital

Investing Experts' transcripts

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Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).

Show Notes:
The Good Enough Portfolio
Discipline Funds

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