May 1

36m 40s

Portfolio spring cleaning with contraria...

About this episode

Clem Chambers on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30).

Show Notes:
Gold, Guns, And The Market: What Rising Tensions Really Mean For Your Portfolio
The Crash Of 2025: One Chart That Will Flash A Final Warning
Platinum: The One Asset You Should Start Stacking Now Through DCA
Bitcoin's Onwards To The Top: Managing The Endgame

Show transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Up next

Jul 2

Magnificent 7 now the troubling 3, underscores market weakness

Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:2 ... Show More

29m 7s

Jun 30

The death of buy and hold has been greatly exaggerated

David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuations have become extreme (14:30). The death of buy and hold has been greatly exag ... Show More

42m 8s

Jun 27

In shipping, global macro matters more than ever - J Mintzmyer

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactio ... Show More

24m 7s

Recommended Episodes

Jul 7

Xpeng's AI EV

The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)Show NotesCoreWeave to buy Core ScientificEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here ... Show More

5m 34s

Aug 2024

Musk backs AI safety bill

Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26) Show Notes Coca-Cola is called a top pick at Morgan Stanley Nvidia could see more than 9% ups ... Show More

4m 49s

Nov 2024

Wall Street's election winners and losers

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01) Show Notes Super Micro Computer down 25%, giving up its entire AI rally Incumbent party loses three-str ... Show More

6m 19s

Sep 2024

Micron renews AI chip enthusiasm

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53) Show Notes Buy Tesla call options ahead of two October catalyst events - Goldman Durable goods orders come i ... Show More

5m 42s

Nov 2024

Tesla, crypto and the Trump trade

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episod ... Show More

15m 14s

Jan 2025

Tesla, BMW drive into EU tariff battle

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock ... Show More

6m 32s

Mar 2025

Tests for transitory inflation and AI IPOs

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48) Show Notes Stocks that weather downturns the best Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up ... Show More

5m 57s

Sep 2024

Super Micro CEO speaks out

CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29) Show Notes JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank Novo Nordisk warns of continued Ozempi ... Show More

5m 40s

Mar 2025

Nvidia-backed CoreWeave aims to raise $2.7B in IPO

The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) Show Notes Nearly all the AI valuation premium is gone Episode transcripts: seekingalpha.com/wsb Sign up for our ... Show More

6m 16s

Jan 2025

Powell v Trump and megacap earnings

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53) Show Notes Six of seven bubble conditions have been met Earnings calendar Dividend roundup Episode trans ... Show More

8m 26s

Listen to millions of songs and podcasts on Anghami