The Intrinsic Value Podcast - The Investor’s Podcast Network

MI260: Top Stock Picks For 2023 w/ Logan Kane


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Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more!


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:12 - How to be a better bull with IJR and IJH. 

03:12 - What’s the difference between tactics and strategies? 

16:31 - Are the new AI platforms like ChatGPT a major threat to Google’s status as the top search engine platform long term? 

18:17 - How to be a better bear with VMSXX and VMFXX. 

26:35 - Why bank stocks are Logan’s top stock picks for 2023, and which banks he thinks offer the best risk/reward opportunities. 

35:46 - What return stacking is and how this strategy works? 

46:02 - An overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA. 

57:22 - His thoughts on the Grayscale Bitcoin ETF (GBTC). 

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Check out Logan’s articles: Seeking Alpha.
  • Check out Logan’s writings: Substack.
  • Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts, or watch the video.

  • NEW TO THE SHOW?

    • Check out our Millennial Investing Starter Packs.
    • Browse through all our episodes (complete with transcripts) here.
    • Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
    • Enjoy exclusive perks from our favorite Apps and Services.
    • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
    • Learn how to better start, manage, and grow your business with the best business podcasts.

    • SPONSORS

      Support our free podcast by supporting our sponsors:

      • CFI Education
      • Airbnb

      • Connect with Logan: Seeking Alpha

        Connect with Rebecca: TwitterInstagram

        Email: [email protected]


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