This Is A Stock Picker's Market

2026-02-19 17:20:00 ET

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Next-gen investing experts Julia Ostian , Jack Bowman , and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)

Transcript

Rena Sherbill: Welcome back to Investing Experts Podcast. Very, very excited to welcome back to the show Julia Ostian , Kenio Fontes , and Jack Bowman , three outstanding analysts we are fortunate enough to have on Seeking Alpha. They've been on the podcast before with Rob Isbitts. I'm very, very happy to have them back talking markets, talking stocks, talking whatever they want pretty much. Everybody, welcome to the show. It's great to have you.

Julia, we'll start with you. Do you want to introduce yourself and just remind listeners what you write about, where you write, things like that, your investment strategy.

Julia Ostian: Definitely. Hey, everyone. So I'm Julia. I started writing for Seeking Alpha pretty much a year ago, almost. And I'm mostly writing covering the tech sector and AI, of course, I guess everyone is interested in AI right now. And I'm not an exception....

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