The Pragmatic Investor

My guest today is Thomas from Investor Snippets.

He has years of experience in the financial sector, having worked as an ETF wholesaler, and now runs https://investorsnippets.com/, a free daily newsletter with bite-sized news on markets, stocks, and ETFs.

We had a great conversation today, starting with his experience in ETF wholesaling. Thomas runs us through the ins and out of his day, the good and the bad and how he ended up writing his own newsletter.

I then asked Thomas about his personal investing approach, and we covered recent developments, including the Federal Reserve, Crypto and the ticking time bomb that is China.

Tune in to find out if now is a good time to invest in China, the best sectors and counties to invest in and much more!

Check out Thomas on Investor Snippets:

https://investorsnippets.com/

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Substack: https://jamesfoord.substack.com/
Twitter: https://twitter.com/JamesCFoord

My guest today is Ryan Wilday, an expert on Elliott Wave Theory and cryptocurrencies. We had a great conversation today about the state of the crypto market, altcoins, the outlook for Bitcoin and Ethereum, the timing of the current bull market and subsequent bear market, crypto miners, the divergence between stocks and crypto, precious metals, alternative investments and much more.

I thoroughly enjoyed this conversation, and I hope you will too.

Follow Ryan:

https://seekingalpha.com/author/ryan-wilday
https://www.elliottwavetrader.net/
https://twitter.com/rwilday


Follow Me:

Spotify: https://open.spotify.com/show/7JVmqZUVhe1vvgDCstNBBJ
Youtube:https://www.youtube.com/channel/UCUNZ28Ydsumo0P8FZ9OtquA
Substack: https://jamesfoord.substack.com/
Twitter: https://twitter.com/JamesCFoord

In this conversation with Michael, we talked about the recent tech earnings, going deep into the Alphabet (GOOGL) and SoFi (SOFI) results.

As ad spending recovers, could this mean there will not be a recession?
On the other hand, could SoFi be a good investment as it shows signs of profitability?

Finally, what's going on with oil? We've seen a great rally in the last month, but Michael and I still see a much better future for gas.


Follow Michael: https://seekingalpha.com/author/michael-wiggins-de-oliveira
https://twitter.com/MichaelWigginsO

Follow me:
https://jamesfoord.substack.com/https://seekingalpha.com/author/james-foord
https://twitter.com/JamesCFoord

(00:40) META earnings review

(08:00) Bank of Japan changes YCC

(15:40) Federal Reserve, ECB, PBOC

(19:50) BABA and QFIN

(21:45) Energy and inflation

(24:20)  USO

(26:40) UNG

(29:00) GLD and SLV

(32:00) Bitcoin

(33:00) DXY

(34:25 NDX and SPX

The following are three interviews that I carried out for Seeking Alpha's Investing Experts Podcast:

First off, a discussion with Zac and Garrett from Stockwaves about the outlook for markets based on Elliott Wave Theory:

https://seekingalpha.com/article/4607590-risk-skews-to-downside-investor-sentiment-and-elliot-wave-theory-with-stock-waves

Next, I talk with Mike Zaccardi about the macro outlook and AI:

https://seekingalpha.com/article/4609808-economic-surprises-healthier-market-trends-ai-and-crypto-with-mike-zaccardi

Lastly, an extract from my Tesla debate with Anton Wahlman

https://seekingalpha.com/article/4616541-is-tesla-a-buy

Follow the Investing Experts Podcast on SA: https://seekingalpha.com/author/investing-experts-podcast

In this conversation with Mike Fay, we talked about the latest developments in the Ripple (XRP) case and its implications for Coinbase and the broader crypto market. We then talked about gold, which could be getting close to new all-time highs as the BRICs unveil their gold-backed currency.

Finally, we talked about the macro outlook. When is the other shoe going to drop?

Follow Mike:

https://faybomb.substack.com/https://seekingalpha.com/author/mike-fayhttps://twitter.com/faybomb

Follow me:

Follow me:
https://jamesfoord.substack.com/https://seekingalpha.com/author/james...https://twitter.com/JamesCFoord

Today I had the pleasure of speaking with Amit Kukreja. He is a fellow investor, Youtuber and a connoisseur of all things Palantir. We had a great conversation about why he is so bullish on Palantir, the outlook for AI, Palantir's growth and profitability, why Palantir has a moat, and we even discussed some of Amit's favourite books and resources when it comes to investing,

I really enjoyed this conversation, and hope you will too. Don't forget to like, share and subscribe.


Follow Amit:
https://www.youtube.com/@UCjZnbgPb08NFg7MHyPQRZ3Q
https://twitter.com/amitisinvesting
And check out his company https://www.audea.io/

Follow me:
https://jamesfoord.substack.com/

https://seekingalpha.com/author/james-foord

https://twitter.com/JamesCFoord

Today I had the pleasure of talking to Ray Merola. He is a veteran investor who has written on Seeking Alpha for over 10 years.

Ray is a contrarian investor who likes to buy stocks that the street hates.

We had a great conversation about the fundamentals of investing, how to build a portfolio, the importance of management in a company, why Technical Analysis is not "voodoo", and so much more.

Follow Ray here:

https://seekingalpha.com/author/ray-merola

Follow me here:

https://jamesfoord.substack.com/

https://seekingalpha.com/author/james-foord

https://twitter.com/JamesCFoord

(00:00) BTC ETFs

(03:30) FedNow, a CBDC precursor?

(05:30) Sticky PCE

(06:40) Markets start listening

(08:20) Hidden liquidity

(09:30) SPX target

(12:40)BTC outlook

(14:40) GLD, SLV, COPX

(18:40) IWM and EEM

Today I had the pleasure of speaking with Michael Wiggins, back again for round 2 of our energy discussion. Michael went in-depth into explaining the three driving forces behind the higher price of energy thesis; Deglobalization, Digitalization and Decarbonization. We talked about the outlook for natural gas, nuclear energy and many other commodities.

As always, it was a real pleasure to have Michael on the show. Don't forget to check out his work.

Follow Michael:
https://seekingalpha.com/author/michael-wiggins-de-oliveirahttps://twitter.com/MichaelWigginsO

Follow me:
https://jamesfoord.substack.com/https://seekingalpha.com/author/james-foordhttps://twitter.com/JamesCFoord