Investing Experts

Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less (19:00) Be wary of passive investing (30:15)

Episode transcripts

Show Notes:
Life After Mag 7

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What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25)

Show Notes:
Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth
Alpha Picks
Quant Growth & Income Portfolio

Episode transcripts

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Sara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)

Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians

Episode transcripts

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Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20)

Episode transcripts

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Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth.

Show Notes:
Tax Alpha: Roth Conversions
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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