Getting deep value returns with Michael Wiggins De Oliveira

Getting deep value returns with Michael Wiggi...

SEEKING ALPHASEEKING ALPHA

Up next

George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart

Legendary investor George Noble talks inflation, bond markets disarray and the Best Income Ideas Online Summit (0:30) Bond yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)Show Notes:Blue O ...  Show more

 . 56min 17sec
Netflix, Disney, FuboTV, WBD and the streaming media landscape

Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:5 ...  Show more

 . 52min 16sec

Recommended Episodes

Sentiment leads the market; the Fed follows
Wall Street Breakfast

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ...  Show more

 . 11min 58sec
Investors cashing in their chips
Wall Street Breakfast

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps Episode transcripts: seekingalpha.com/wsb S ...  Show more

 . 4min 41sec
REITs, interest rates and why retail isn't dead
Wall Street Breakfast

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to ...  Show more

 . 5min 20sec
Fed holds, markets cut odds of future cuts
Wall Street Breakfast

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 GDP tops forecasts, but underlying growth a worry Episode transcripts seekingalp ...  Show more

 . 3min 52sec