Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).Show Notes:Federal Reserve lowers rate by 25 basis points, first cut since DecemberFed Cuts And BoJ Hikes Could Finally Break The Yen Carry TradeMagnificent 7 Now The Troubling 3, Underscores Market WeaknessThe Bond Market Is On A Collision Course With StagflationEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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36:01
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36:01
Historic day at the Fed with Danielle DiMartino Booth
Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10).Show Notes:Powell In Jackson Hole, A Little Too LateU.S. retail sales keep up the pace in August in stronger-than-expected printTrump Proposes Shift To Semiannual EarningsQI ResearchEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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24:10
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24:10
Quant buys in cannabis
Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS risks (8:18). US based stock picks (14:40). Is Green Thumb (GTBIF) a buy? (19:45)Show Notes:Have Cannabis Investors Been Early Or Wrong Or Both?Green Thumb Stands Alone. Billions In Debt Coming For MSOsCannacomparison portfolioAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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29:45
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29:45
Liquidity flows, volatility shocks
Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.Show Notes:This Week Could Bring The Fed's Worst Nightmare: StagflationPortfolio Protection For Volatility RiskEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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41:59
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41:59
Tesla U.S. market share at 8-year low
Tesla’s share of U.S. EV market drops below 40%. (0:15) UnitedHealth reaffirms outlook. (1:25) Goldman sees global music revenues doubling by 2035. (3:16)Show NotesThe non-tech sectors talking AIEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast
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