Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched & for how long with new data setDisney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024Amazon Prime is getting ads. How does it stack up versus the other streamers?For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Netflix releases useless data, but still considered the gold standard

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Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).Show Notes:S&P; 500 Earnings Season Suggest A Dire 2024 ForecastStagflation DeliveredBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

There will be great opportunities to buy this market, but not right now - Michael Kramer

David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).Show Notes:T-Bills, gold and macro volatilityCopper retakes $10K/ton as bullish Goldman sees potential 'stockout' riskAsia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month highIs the US exceptional vs the rest of the world?Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

Capital imbalances and why David Daglio is a reformed value investor

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.Subscribe to Joe's Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia earnings grades and estimatesEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Nvidia and tech stock paradoxes with Joe Albano

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).Show Notes:EWW: No Wall Of Worry Here, Mexico ETF Still Looking UpSungarden Investment PublishingUpside/Downside Tug Of WarBrown & Brown: Underwriting Strong Returns For ShareholdersEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks

Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).Julian's Best of Breed Growth StocksShow Notes:Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PTJulian Lin On Palantir, Google, Meta And AppleReddit coverage Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Netflix releases useless data, but still considered the gold standard

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