The Pragmatic Investor

Today I had the pleasure of talking to Lawrence Fuller. He is a veteran investor of 25 years, fellow contributor and Investing Group Leader on Seeking Alpha.

Lawrence is very knowledgeable when it comes to macro and fundamental investing, and we had a great conversation about the current Fed policy, the outlook for inflation and growth and (lack of) potential for a recession.

We also talked at length about one of Lawrence's high-conviction stocks, Gannett (GCI), which experienced a lot of volatility surrounding the recent earnings.

Follow Larence here: https://seekingalpha.com/author/lawrence-fuller
Follow me here: https://seekingalpha.com/author/the-digital-trend

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01:30 Fed Policy: Have we paused?
07:30 Good and Bad macro indicators
09:20 We are not in a Recession
14:00 Regional Banks; It’s a liquidity crisis
15:10 Positioning for a bull market
19:00 Time to buy the banks?
22:00 Gannett (GCI)
32:25 Price Target for GCI
38:30 Lawrence’s background and investment style
46:28 Thoughts on Crypto
53:00 Where to follow Lawrence

In today’s episode, I had the pleasure of speaking with Ryan Wilday.

Ryan is a fellow SA contributor who specializes in trading/investing in cryptocurrencies using Elliott Wave Theory. I’ve been following Ryan for some time and can honestly say it was a pleasure having him on the show.

What is EWT? Why should you use it? And how high can Bitcoin go?

These are all questions we covered in the Podcast, as well as the macro outlook, alternative investments, gold, bonds and more.

Perhaps the greatest insight I took from this conversation was the idea that in trading/investing, there is no one recipe for success. Even the best traders have win rates of barely over 50%. The key to being succesfull is consistency and risk management.

1:07 Ryan’s origin story
9:20 Why Elliott Wave?
12:55 How does other TA fit in with EWT?
20:00: Risk Management
22:40 Is GBTC worth owning?
29:10 Log vs arithmetic chart
35:40 Long-term Bitcoin and Ethereum targets
43:20 Is the bottom in?
47:30 Crypto as part of a balanced portfolio
53:00 Watch out for “shitcoins”
55:50 The macro outlook
01:05:30 “Fundamentals” vs EWT
01:18:00 Vegas Moneyshow

In this week’s podcast, I had the pleasure of speaking to Victor Dergunov.

Victor considers himself a diversified investor, and we talked about various stocks and sectors, the economy and crypto.

Amongst other things, he made a compelling argument for why Palantir could be a great long-term buy at these prices and also talked about why he is bullish on Gold, Silver and Bitcoin.

01:15: Victor introduces himself, and talks briefly about his time in Ukraine
04:00: Victor talks about his finance background and how he got started on SA
10:30: What’s your investment ethos?
12:30: Collar Plays
16:15 Tech Earnings
26:50 Palantir and Tesla
30:15 Palantir, really? SBC and Profitability
37:15 Macro Outlook. QE Infinity?
50:30 Are we in the 1970s?
51:30 Gold companies are cheap
54:20 Talking Bitcoin
1:01:00 Altcoins
1:08:20 Technical Analysis. Astrology for men?
1:13:15 International stocks. Is China investable?

In this episode, I had the pleasure of speaking with Mike Fay.

Mike is an expert on Digital Assets and has his own Investment Community on Seeking Alpha. He is incredibly knowledgeable when it comes to crypto fundamentals, and in this conversation, we discussed Bitcoin, the Ethereum upgrade, altcoins, the macro outlook, and even select stocks.

Check out Mike on SA: Blockchain Reaction

Check me out on SA: The Pragmatic Investor

Welcome to E1 of the Pragmatic Investor.

Today I had the pleasure of talking to Brett Ashcroft Green, a fellow Seeking Alpha Contributor with a focus on value investing and self-indexing.

Brett is well-versed in the teachings of classic value investors, such as Warren Buffett and Peter Lynch. However, he applies these timeless value principles to modern-day companies, finding value in "unlikely" names such as Tesla. We also talked about Crypto, investing in China, Lithium, Uranium and a lot more.

I really learned a lot from this conversation, and hope you will too.