MSFT - Roundtable Discussion On Gold Tech Bitcoin Country ETFs And Ignored Stocks
2024-04-26 11:30:00 ET
Summary
- 5 Seeking Alpha analysts discuss current market trends and give some portfolio advice.
- Highlighting the versatility of single country ETFs and playing defense within the tech sector.
- Dissecting two Bitcoin ETFs and emphasizing the value of focusing on overlooked stocks.
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Rob Isbitts joins analysts Amrita Roy , Uttam Dey , Emma Johnston, aka The Country Investor , and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).
Transcript
Rob Isbitts: Welcome to Seeking Alpha's Investing Experts Podcast. I'm Rob Isbitts, a Seeking Alpha analyst, and you can find me under the profile name, Sungarden Investment Publishing .
One of the things I've really enjoyed about being an Alpha, as I like to say at Seeking Alpha, is that the platform contains the most impressive collection of diverse and young investment talent that I have seen.
That's why today I’m joined by four of Seeking Alpha's bright next-gen stars. They are Amrita Roy , who also has a Substack called The Pragmatic Optimist, really like that name; Uttam Dey , who publishes separately and parenthetically is also Amrita’s husband. Then there's Emma Johnston, who writes under The Country Investor , and I think that'll be a different take for everybody; and then Mike Kehoe, whose profile name is The Undercover Investor . We are going to make this a free-flowing discussion for about the next 30 minutes.
And to start, I asked each of these analysts to explain who they are, what they write about on Seeking Alpha, and the single thing they want listeners to know about their market view right now. Oh, and I challenged them to do it in a 100 words or less. So I'll go first and then have them follow the example.
So I'm Rob Isbitts, 38 years in professional investing. I'm a chartist or technician at heart. This is what I've learned. Offense is overrated in investing. It's important, but overrated. Defense is underrated. And that governs everything I do in my portfolio construction. I think modern markets work differently than we were taught to think. So we need to stay current, especially for baby boomers like me....
Roundtable Discussion On Gold, Tech, Bitcoin, Country ETFs And Ignored Stocks