Portfolio positioning for an uncertain market with next gen investors

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/f3/b8/bf/f3b8bf79-a682-8525-f960-991233273e81/mza_3230268306153810955.jpg/600x600bb.jpg

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

RSS

All content for Investing Experts is the property of Seeking Alpha and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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

https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/92aeb658f6738d551f76e451c2a853cf.jpg

Portfolio positioning for an uncertain market with next gen investors

Investing Experts

41 minutes

2 months ago

Portfolio positioning for an uncertain market with next gen investors

Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00).

Show Notes:
High Conviction Ideas With Next Gen Investors

Episode transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions