Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. <a href="https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link" target="_blank">Transcripts:</a> seekingalpha.com/author/investing-experts-podcast

Michael Kramer, who runs <a href="https://seekingalpha.com/marketplace/1076-reading-the-markets/subscribe?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Mott Capital Management</a>, 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) <a href="https://seekingalpha.com/news/4095263-japan-yen-strengthens-suspected-intervention-tokyo?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Japan</a> and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40). Show Notes: <a href="https://seekingalpha.com/article/4690743-sp-500-earnings-season-suggest-a-dire-2024-forecast?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">S&P 500 Earnings Season Suggest A Dire 2024 Forecast</a> <a href="https://seekingalpha.com/article/4691923-stagflation-delivered?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Stagflation Delivered</a> <a href="https://seekingalpha.com/news/4106556-stocks-rise-as-road-to-feds-2-inflation-target-looks-less-bumpy-after-cpi-data?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’</a> <a href="https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Episode transcripts</a> For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a> <a href="https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:not_right_now_michael_kramer" target="_blank" rel="noreferrer noopener">Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)</a>

Investing Experts

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 <a href="https://seekingalpha.com/symbol/US10Y?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">bonds</a>, 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: <a href="https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">T-Bills, gold and macro volatility</a> <a href="https://seekingalpha.com/news/4101058-copper-retakes-10kton-as-bullish-goldman-sees-potential-stockout-risk?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk</a> <a href="https://seekingalpha.com/news/4104388-asia-pacific-markets-mixed-tracking-gains-on-wall-street-hong-kong-stocks-hit-8-month-high?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high</a> <a href="https://twinfocus.com/article/q1-2024-commentary/?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">Is the US exceptional vs the rest of the world?</a> <a href="https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">Episode transcripts</a> For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a> <a href="https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor" target="_blank" rel="noreferrer noopener">Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)</a>

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 <a href="https://seekingalpha.com/article/4683737-ai-tiers-and-taking-profits-in-tech-with-joe-albano-tech-cache?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">episode</a>. <a href="https://seekingalpha.com/mp/1133-tech-cache/subscribe?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">Subscribe to Joe's Tech Cache</a> Show Notes: <a href="https://seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns</a> <a href="https://seekingalpha.com/symbol/NVDA/earnings?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">Nvidia earnings grades and estimates</a> <a href="https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener"></a><a href="https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">Episode transcripts</a> For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=ie_podcast:nvidia_tech_stock_paradoxes_joe_albano" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>

Nvidia and tech stock paradoxes with Joe Albano

Rob Isbitts joins analysts <a href="https://seekingalpha.com/author/amrita-roy?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Amrita Roy</a>, <a href="https://seekingalpha.com/author/uttam-dey?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Uttam Dey</a>, Emma Johnston, aka <a href="https://seekingalpha.com/author/the-country-investor?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">The Country Investor</a>, and Mike Kehoe, <a href="https://seekingalpha.com/author/the-undercover-investor?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">The Undercover Investor,</a> 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: <a href="https://seekingalpha.com/article/4680630-eww-well-diversified-mexico-etf-still-looking-up?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up</a> <a href="https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Sungarden Investment Publishing</a> <a href="https://seekingalpha.com/article/4680795-upsidedownside-tug-of-war?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Upside/Downside Tug Of War</a> <a href="https://seekingalpha.com/article/4684287-brown-and-brown-underwriting-strong-returns-for-shareholders?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Brown & Brown: Underwriting Strong Returns For Shareholders</a> <a href="https://seekingalpha.com/author/investing-experts-podcas?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">Episode transcripts</a> For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=ie_podcast:roundtable_discussion" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>

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