The Pragmatic Investor

(00:00) Bank of England
(02:00) Fed Policy
(03:00)US PMI and upcoming macro data
(04:45) DXY
(06:00) Bitcoin, two possible paths.
(12:00) SPX; how long can we go?
(15:30) GLD
(17:00) COPX
(18:00) NDX
(19:00) PLTR

Today I had the immense pleasure of speaking with Brad Thomas. He is one of the most prolific writers on SA, author of one and soon, two books, and editor of the Forbes Real Estate Investor.

In this conversation, we began by assessing the macro outlook for real estate. Will real estate crash? What about commercial real estate specifically? We also talked about how the Federal Reserve policy will affect REITs and how to best position for what is to come. We then moved on from the macro and focused on REIT fundamentals. What is a "good" REIT? What are the best REIT sectors today? And who should invest in REITs. To wrap up, Brad tells us about how he got into real estate and financial writing.

I thoroughly enjoyed this conversation and hope you will too. And don't forget...

Follow Brad here:
https://seekingalpha.com/author/brad-thomas

https://www.forbes.com/newsletters/forbes-real-estate-investor/

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

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

https://twitter.com/JamesCFoord

Today I had the pleasure of speaking with March Chandler, a fellow SS contributor, the Chief Market Strategist at Bannockburn Global Forex and the author of marctomarket.com

We had a great conversation about US macro, Fed policy, International equities, China, the future of the dollar, gold and commodities and even crypto.
Marc is incredibly knowledgeable, and I found myself agreeing with a lot of what he said.

Follow Marc:

http://www.marctomarket.com/

https://seekingalpha.com/author/marc-chandler

https://twitter.com/marcmakingsense

Follow me:

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

https://twitter.com/JamesCFoord

https://jamesfoord.substack.com/

(00:00) Fed Policy Outlook
(01:25) NDX TA and Outlook
(05:20) Bitcoin
(07:45) BlackRock ETF
(09:15) Cardano
(10:50) AGIX and XRP
(13:30) HOOD and PLUG
(16:00) Copper, Gold and Oil

Today I was joined by fellow SA contributor Cameron Fen. He is a PhD student specialising in building AI for macro models.

We had a great conversation about the technical aspects of AI, why Cameron thinks NVIDIA is overvalued and what the implications of AI technology are for the business world. Cameron also gave us his pick for the Pragmatic Investor Portfolio.

Follow Cameron here: https://seekingalpha.com/author/cameron-fen?s=cameron-fen
and here: https://twitter.com/cameronfen1

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

Enjoy, and please like, share and subscribe.

Today I was joined by fellow SA contributor Zach Bristow. He is a fellow SA contributor with a background in the medical sector. We had a great conversation about healthcare equities, how AI and technology will affect the healthcare industry, the morality of healthcare, point and figure clouds, Ichimoku clouds, and also Zach's pick for the Pragmatic Investor Portfolio, Mettler-Toledo (MTD).

I thoroughly enjoyed this conversation, which was filled with educational points and actionable ideas. Do yourself and favour and go follow Zach and me while you're at it on Seeking Alpha:

Follow Zach: https://seekingalpha.com/author/zach-bristow
Follow me: https://seekingalpha.com/author/james-foordhttps://jamesfoord.substack.com/

(01:00) Zach’s Background in the medical sector
(04:20) How Zack got into Finance
(10:50) Zach’s approach to investing
(19:45) International Vs US equities
(20:20) AI in the medical sector
(26:30) Robotics in AI
(30:15) Key areas in the healthcare industry
(43:40) Is healthcare killing us?
(49:00) Patent protection, intangible assets and balancing private/public profits.
(56:50) Point and Figure and Ichimoku clouds
(01:03:00) NDX technical analysis
(01:12:00) Mettler-Toledo (MTD)

In this episode, I had the pleasure of speaking with Julian Lin. He is a fellow SA contributor and the author behind Best Of Breed Growth Stocks. Julian is an expert when it comes to REITs and the cannabis sector, which is what we talked about today.

We also took some time to discuss Julian's pick for the Pragmatic Investor Portfolio, NewLake Capital Partners (NLCP)

Follow Julian on Seeking Alpha: https://seekingalpha.com/author/julian-lin

Follow me on Seeking Alpha: https://seekingalpha.com/author/james-foord

Don't forget to like, share, follow and subscribe!

Today I had the pleasure of speaking with Trading Places Research. He is a fellow SA contributor and the author behind the Long View Capital Investing Group.

He is an expert when it comes to AI technology, and today we dived into the technical aspects of AI and GPUs, why NVDA is in such a great position right now, who its main competitors are, how to profit from AI, the macro outlook, banks, infrastructure investing and so much more.

Follow him on SA: https://seekingalpha.com/author/trading-places-research
Follow me on SA: https://seekingalpha.com/author/james-foord

And don't forget to like and subscribe!

02:00 How did we get here? The History of AI
09:10 Why NVDA has a MOAT
10:25 Watch out, NVDA, AI accelerators are coming
19:00 Taiwan and supply issues
23:20: Is there an opportunity for Intel here?
27:55 Can Google catch up?
35:00 The Gartner Hype cycle
38:45 The Dangers of AI
52:00 Debt Ceiling and macro outlook
54:50 Opportunities in BDCs
01:03:30 Infrastrucutre and Granite Construction (GVA)
01:07:45 The not-so-banking crisis
01:14:02 Outlook for Energy in the Wake of AI

Weekly video update talking about the latest developments in global macro, equities and crypto. Don't forget to like and subscribe!

Also, follow me on Seeking Alpha: https://seekingalpha.com/author/the-digital-trend

0:00 Yellen on X-date and banks
01:10 KRE Upxate and TA (Regional banks)
04:20 Still bullish
05:20 Powell on Inflation and rates
08:00 SPX Update
10:55 NDX Update
14:50 Bitcoin Update
16:40 ETH vs BTC and Altseason
21:00 Could Bitcoin not pull back?
24:50 QFIN and Long China
27:30 Japan to new ATHs

Welcome to E6 of the Pragmatic Investor!

Today I was joined by Michael Wiggins, author of Deep Value Returns on Seeking Alpha. He is an expert on energy, commodities and tech stocks.

Today we talked about what the best sources of energy are for the coming decade, how to best profit from the coming dynamics in energy markets, what the best stocks are to own in natural gas and also Michael's thoughts on Airbnb, which recently reported earnings.

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

Follow Michael on SA: https://seekingalpha.com/author/MICHAEL-WIGGINS-DE-OLIVEIRA

Follow me (The Pragmatic Investor) : https://seekingalpha.com/author/the-digital-trend