About this episode
The Pragmatic Investor, James Foord , talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30). Show Notes: No Growth, No Margins, No Thanks: Why I'm Out On SMCI I'm Loading Up On Energy Transfer Nebius: Hyperscaler Aiming For Hypergrowth Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions