エピソード

  • Don't sleep on analog semiconductors

    Don't sleep on analog semiconductors
    2026/09/22
    Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)

    Show Notes:
    Don't Sleep On Software

    Episode transcripts

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    41 分
  • Look at REITs as dividend income machines

    Look at REITs as dividend income machines
    2026/09/17
    Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35)

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    Episode transcripts

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    43 分
  • Beyond Nvidia: Finding opportunity in the AI buildout

    Beyond Nvidia: Finding opportunity in the AI buildout
    2026/09/13
    Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10)

    Show Notes:
    AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
    An Agentic AI Tide Lifting All Boats

    Episode transcripts

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    35 分
  • Momentum, fear & the case for buying the dip

    Momentum, fear & the case for buying the dip
    2026/09/03
    Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40)

    Show Notes:
    Why Conviction Matters In Uncertain Times
    Alpha Picks
    Follow Steve on YouTube
    Follow Steve on TikTok
    Follow Steve on X

    Episode transcripts

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    29 分
  • Tax Loss Harvesting: Tax Alpha with Raul Shah

    Tax Loss Harvesting: Tax Alpha with Raul Shah
    2026/09/02
    Raul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15)

    Show Notes:
    Hims & Hers Health: Still An Undervalued Company With Tremendous Upside
    ServiceNow: Greater Business, Greater Opportunity
    UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

    Episode transcripts

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    24 分
  • Don't sleep on software

    Don't sleep on software
    2026/08/25
    Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50)

    Show Notes:
    Ice Cold, Zen-Like Investing With Alex King

    Episode transcripts

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    43 分
  • Hedging exposure in this volatile market

    Hedging exposure in this volatile market
    2026/08/20
    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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    35 分
  • Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income

    Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income
    2026/08/17
    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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    27 分