Lofty valuations, overheated technicals - managing market risk with Victor Dergunov

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Investing Experts

Seeking Alpha

311 episodes

4 days ago

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

Investing

Business

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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

Investing

Business

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Lofty valuations, overheated technicals - managing market risk with Victor Dergunov

Investing Experts

40 minutes

1 week ago

Lofty valuations, overheated technicals - managing market risk with Victor Dergunov

Victor Dergunov shares why valuations matter more than ever, and how he’s positioning The Financial Prophet portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).

Show Notes:
Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And Gold
The Correction Is Just Getting Started
Compelling Buys, Stellar Tech Moves With The Financial Prophet

Episode Transcripts

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