logo
episode-header-image
Jun 10
50m 57s

Market shifts from risk on to risk off

SEEKING ALPHA
About this episode
David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)

Show Notes:
The Death Of Buy And Hold Has Been Greatly Exaggerated
Taking Note Of Market Patterns
Market Misbehavior

Transcripts

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Up next
Jun 11
Small caps are back!
For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Pos ... Show More
52m 44s
Jun 7
3 growth & income stocks to buy + Steve answers your questions
Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)Show Notes:Know When To Hold 'Em And When To Fold 'EmA Free Peek Inside The Quant Growth & In ... Show More
40m 3s
Jun 4
Trend following, technical analysis and why price means everything
Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50)Ep ... Show More
40m 4s
Recommended Episodes
Aug 2024
Sentiment leads the market; the Fed follows
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ... Show More
11m 58s
Jul 2024
Investors cashing in their chips
Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps Episode transcripts: seekingalpha.com/wsb S ... Show More
4m 41s
Dec 2024
REITs, interest rates and why retail isn't dead
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to ... Show More
5m 20s
Jul 2025
Fed holds, markets cut odds of future cuts
The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 GDP tops forecasts, but underlying growth a worry Episode transcripts seekingalp ... Show More
3m 52s
Sep 2024
Why Gold Prices Are Soaring
Why Gold Prices Are Soaring As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it coul ... Show More
45m 45s
Feb 2025
Why gold could rise even higher
Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.  Learn more about your ad choices. Visit megaphone.fm/adchoices 
9m 10s
Aug 2024
How much Longer can Bullish Sentiment Drive the Gold Price Higher?
<p>Gold reached new all-time highs and is expected to continue moving higher due to lower real interest rates and increased investment demand, says Jordan Roy-Byrne. The fundamentals driving this price increase include anticipation of lower real interest rates and the pickup in i ... Show More
15m 13s
Apr 2025
Have cannabis investors been early or wrong or both?
Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp marke ... Show More
48m 21s