Investing Experts

Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)

Show Notes:
Tech Tug Of War: Fear Vs. Greed
AI, chip stocks jump as Trump hints at ending Iran war within weeks

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James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)

Show Notes:
US Inflation Scenarios: War-Induced Oil-Price Shocks
War, $200 Oil, And The Market's Reckoning
Stock index futures spike on report Trump willing to end war

Episode Transcripts

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Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)

Show Notes:
Why I Remain Constructive On U.S. Markets
$100 Oil: Short-Term Pain For Long-Term Gain
Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov

Episode Transcripts

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Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)

Show Notes:
Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

Episode Transcripts

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Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)

Show Notes:
Forget The Price Of A Stock. What Is It Worth?
Hims & Hers Health And Devon Energy - Raul Shah's Hot Take
Gambling.com: Undervalued Company With Tremendous Potential Upside
Hims & Hers Health: The Juice Is Worth The Squeeze
UnitedHealth: Why AI Is The Secret Weapon For The Turnaround

Episode Transcripts

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