With all the styles of investing to pick from, which is the right one for you?
The simple answer is; the one that works.
The Pragmatic Investor has no bias or prejudice against any form or style of investing. Every week, I speak to fellow investors to learn about their unique approach. jamesfoor
My guest today is Michael Howell , the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation. Expect to learn: * How Trump’s presidency will affect markets in 2025 * The outlook for liquidity * Risks to global liquidity as debt refinancing comes due * Best assets to hold short and long-term Check out Michael’s work: https://substack.com/@capitalwars https://www.crossbordercapital.com/ https://x.com/crossbordercap This is a public episode. If you'd like to discuss…
Investment Grade Analysis 20% Discount "The Pragmatic Investor" featuring guest Alejandro Yela , a writer on Substack known as The Hermit. The conversation revolves around Alejandro's approach to investing, his background, and his experiences in the financial world. Alejandro shares insights into his investment strategies, particularly his approach to deploying capital during specific periods. He highlights a significant trade where his position grew substantially in a short time, reflecting on the volatility and the successes of his strategy. Additionally, Alejandro discusses his writing on…
Investment Grade Analysis 20% Discount https://www.seekingalpha.link/34TNL7J/2QZRGT/ My guest today is Michael Howell, the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation. Not only did we discuss liquidity, but also the dollar system, Bitcoin, the outlook for the rest of 2024 and much more. Check out Michael’s work: https://substack.com/@capitalwars https://www.crossbordercapital.com/ https://x.com/crossbordercap Check Out My Stuff! Follow Me: /…
My guest today is Nader, a fellow trader and content creator. The Ethereum ETF will probably be approved soon, and there are talks of a Solana ETF in the works too. Solana has seen a massive rally since the lows, and a lot of people believe it could even overtake Ethereum. Which is the better buy now? In this episode, we talk about Ethereum and Solana and our expectations for the future. We then also dive into different AI altcoins we are interested in. Follow Nader: @Realchartchamp Follow Me: https://jamesfoord.substack.com/ https://www.youtube.com/@thepragmaticinvestor Are you interested…
After another blowout quarter by $NVDA, the AI narrative is in full swing again. But is there still money to be made here? How will NVDA and the AI market fare if the economy slows down? And what can we expect from the US economy and stock market in 2024? I discussed all this with Amrita Roy , who is incredibly knowledgeable when it comes to macro and technology. I thoroughly enjoyed this conversation, and hope you will too. Follow Amrita Follow Me: https://www.youtube.com/@thepragmaticinvestor This is a public episode. If you'd like to discuss this with other subscribers or get access to…
My Guest today is My Weekly Stock , a fellow author and technical analyst. We sat down today to discuss MWS’s trading system. The indicators he looks at, how he manages risk and most importantly, how he fits in trading with a full-time job. MWS uses momentum trading in order to find good spots to enter and exit trades, but this is just one of many methods you can use. In order to trade successfully, you must find a system that works for you and fits your lifestyle. Follow My Weekly Stock https://twitter.com/MyWeeklyStock https://www.instagram.com/myweeklystock/ Follow me…
My guest today is George Robertson, who comes on for a second time to follow up on the ideas he shared with us three months ago. After closing in on 5000 SPX, much like he predicted, the question now is; what next? George takes a simple idea, the unprecedented amount of fiscal stimulus, and uses this to develop a robust and complex investment thesis. Today, we talked about GDP, fiscal stimulus, the Fed, monetary policy, politics and the role of the US and US dollar. George is incredibly knowledgeable and a must-follow in the investment space: Follow George:…
My guest today is Gary from Dailytstockpicks, a fellow podcaster, YouTuber, substack author and investor. After finding Gary’s podcast, I thought it would be a great idea to bring him on to talk to us about his investment style, general market outlook and the tools he uses daily as a trader/investor. Gary is very knowledgeable when it comes to technical analysis, which he complements with fundamentals. He has a really practical approach and is really good at understanding how to manage a portfolio in a simple yet effective way. I especially enjoyed talking about the tools he uses daily, such…
My guest today is Ben, from @morecryptoonline . He is a fellow Elliott Wave analyst and crypto investor. A lot has happened since our last chat about Bitcoin, with the world's first cryptocurrency breaking past $40,000. Is this a new bull market? How high can Bitcoin go? What are the best altcoins to invest in? These are only a few of the questions we covered today. I always enjoy talking to Ben. His command of EWT is unparalleled, and he is also great at laying out the theory and levels in a way that traders and investors can actually implement. Follow Ben https://www.morecryptoonline.com/…
00:00 Introduction 06:00 A Different Way Of Thinking 12:00 What really happened in the GFC? 25:00 A Secular Housing Shortage 32:00 Housing Market in 2024 47:00 The Fed Did Not Kill Inflation 01:10:00 How To Profit From Housing Kevin Erdmann is the author behind the Erdmann Housing Tracker . He is also the author of Building from the Ground Up: Reclaiming the American Housing Boom and Shut Out: How a Housing Shortage Caused the Great Recession and Crippled Our Economy I stumbled onto Kevin’s substack and was quickly captivated by his unique views on the Fed and housing. In this conversation,…
My guest today is Mike Fay , better known as the Heretic Speculator. With the altcoin market starting to show signs of life, I thought this would be a great chance to get Mike on the show since he is incredibly knowledgeable when it comes to crypto. We jumped straight into it, and I got Mike to share his thoughts on some specific cryptocurrencies. We then talked about the general crypto market, the regulatory environment, stocks, NVIDIA, and we ended with some politics just for good measure. Follow Mike: https://substack.com/@faybomb Check out the Youtube video: This is a public episode. If…
Hello everyone, and welcome back to The Pragmatic Investor. My guest today is Amrita Roy, a fellow substack author, macro enthusiast and like-minded Pragmatist. Today, we had a great conversation about the outlook for the US economy. Starting with the big picture, Amrita tells us how the fiscal and monetary policies of the last ten years have led us to the predicament we find ourselves in today. We then dive into how things could play out in terms of inflation, rates and what this means for stocks. From the macro to the micro, we covered employment, the health of the US consumer, the recent…
My guest today is tomthetrader, an investor with over 13 years of experience trading and analyzing markets. Tom is incredibly knowledgeable regarding TA and has some very interesting ideas about where the market sits right now and where we are heading. As the market makes new lows, investors are beginning to panic, which might be exactly what we need. Tom's combination of technical analysis with sentiment indicators makes for a very compelling analysis. I suggest you follow along this podcast with some of the charts Tom provides in this post on his substack: Don't forget to like, share and…
My guest today is Kashyap Sriram. We had the pleasure of speaking a few weeks ago when his thread on the NVIDIA earnings went viral. Today, we got to revise this short thesis on NVDA, but we also covered A LOT more. We discussed the macro outlook for the US, the implications of war for investors, inflation, rates, monetary policy, gold Bitcoin and Austrian economics. I really enjoyed this conversation with Kashyap and I felt like I really got a good understanding of what his process is as an investor. Please enjoy, like, share and subscribe! Follow Kashyap: Twitter:…
My guest today is George Robertson, a seasoned investor with plenty of experience in the industry. Everyone is concerned that higher rates will break stocks, but not George. The way he sees it, both rates and stocks will climb together, as they are a sign that NGDP will come in strong. The way George sees it, we could be at the beginning of a speculative phase, which will eventually turn into an all-out "Ponzi". As always, I hope you enjoy this conversation as much as I did. Follow George: https://twitter.com/BickerinBrattle https://t.co/p5KGszzINC Follow me: https://twitter.com/JamesCFoord…
My guest today is Mike Fay, a fellow SA contributor, author of the Heretic Speculator and a like-minded "alternative thinker". We had a great conversation today about NVIDIA, the forces that control the market, the US dollar, gold and Bitcoin, geopolitics, politics, alternative investments and, most importantly, how to invest in this challenging environment. I really enjoyed this conversation with Mike. He is incredibly fun and knowledgeable. If you haven't already, check out his stuff! Follow Mike: Follow Me: https://www.youtube.com/@thepragmaticinvestor https://twitter.com/JamesCFoord This…
My guest today is Ben, a fellow Elliott Wave Theorist and Youtuber. We had a great conversation about the intricacies of EWT. How can EWT improve your trading and help manage risk? We also went in-depth about trading and investing in cryptocurrencies, which is Ben’s area of expertise. I got the chance to ask Bwn what he thinks about crypto in general, Bitcoin vs. the altcoins, his short and long-term outlook, and so much more. We even got to discuss more general investments and the market as a whole. I really enjoyed this conversation with Ben. He is very knowledgeable when it comes to…
My guest today is Trading Places Research, a fellow SA contributor and a real connoisseur of AI and the technology that powers it. TPR knows chip companies with incredible detail, which is why he came on today to discuss the Arm IPO. ARM sits at the heart of almost all chip manufacturing, which is why this IPO is incredibly important. But should investors buy ARM and what does this mean for other chip companies? All this and more were discussed in the interview. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit…
My Guest Today Is Kashyap Sriram. He is a fellow investor and content creator who recently went viral after posting a Twitter thread on NVIDIA. In the thread, he exposed some anomalies in NVIDIA’s earnings and share repurchases. Specifically, it seems quite clear now that the earnings beat was only possible thanks to nearly $3 billion in revenue, which the company has recognized but not been paid for yet. This comes at a time when the relationship between NVIDIA and CoreWeave is also being scrutinized. * Is NVIDIA guilty of something illegal here? * Does the company face a risk of impairment…
My guest today is Mike Zaccardi, a fellow financial writer and chart lover. We had a great conversation today about the outlook for markets as we enter what is historically the worst month for stocks. We began by discussing the recent JOLTS data and the outlook for rates and inflation. We then moved into a discussion on China and Japan, which have been making headlines in the past few weeks. Is there a chance of a market crash? What are the key levels to look out for in the S&P 500? Mike runs us through all this and also what he sees as the best sectors of the economy to get into right now.…
My guest today is Thomas from Investor Snippets. He has years of experience in the financial sector, having worked as an ETF wholesaler, and now runs https://investorsnippets.com/ , a free daily newsletter with bite-sized news on markets, stocks, and ETFs. We had a great conversation today, starting with his experience in ETF wholesaling. Thomas runs us through the ins and out of his day, the good and the bad and how he ended up writing his own newsletter. I then asked Thomas about his personal investing approach, and we covered recent developments, including the Federal Reserve, Crypto and…
My guest today is Ryan Wilday, an expert on Elliott Wave Theory and cryptocurrencies. We had a great conversation today about the state of the crypto market, altcoins, the outlook for Bitcoin and Ethereum, the timing of the current bull market and subsequent bear market, crypto miners, the divergence between stocks and crypto, precious metals, alternative investments and much more. I thoroughly enjoyed this conversation, and I hope you will too. Follow Ryan: https://seekingalpha.com/author/ryan-wilday https://www.elliottwavetrader.net/ https://twitter.com/rwilday Follow Me: Spotify:…
In this conversation with Michael, we talked about the recent tech earnings, going deep into the Alphabet (GOOGL) and SoFi (SOFI) results. As ad spending recovers, could this mean there will not be a recession? On the other hand, could SoFi be a good investment as it shows signs of profitability? Finally, what's going on with oil? We've seen a great rally in the last month, but Michael and I still see a much better future for gas. Follow Michael: https://seekingalpha.com/author/michael-wiggins-de-oliveira https://twitter.com/MichaelWigginsO Follow me:…
(00:40) META earnings review (08:00) Bank of Japan changes YCC (15:40) Federal Reserve, ECB, PBOC (19:50) BABA and QFIN (21:45) Energy and inflation (24:20) USO (26:40) UNG (29:00) GLD and SLV (32:00) Bitcoin (33:00) DXY (34:25 NDX and SPX This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
The following are three interviews that I carried out for Seeking Alpha's Investing Experts Podcast: First off, a discussion with Zac and Garrett from Stockwaves about the outlook for markets based on Elliott Wave Theory: https://seekingalpha.com/article/4607590-risk-skews-to-downside-investor-sentiment-and-elliot-wave-theory-with-stock-waves Next, I talk with Mike Zaccardi about the macro outlook and AI: https://seekingalpha.com/article/4609808-economic-surprises-healthier-market-trends-ai-and-crypto-with-mike-zaccardi Lastly, an extract from my Tesla debate with Anton Wahlman…
In this conversation with Mike Fay, we talked about the latest developments in the Ripple (XRP) case and its implications for Coinbase and the broader crypto market. We then talked about gold, which could be getting close to new all-time highs as the BRICs unveil their gold-backed currency. Finally, we talked about the macro outlook. When is the other shoe going to drop? Follow Mike: https://faybomb.substack.com/ https://seekingalpha.com/author/mike-fay https://twitter.com/faybomb Follow me: Follow me: https://jamesfoord.substack.com/ https://seekingalpha.com/author/james...…
Today I had the pleasure of speaking with Amit Kukreja. He is a fellow investor, Youtuber and a connoisseur of all things Palantir. We had a great conversation about why he is so bullish on Palantir, the outlook for AI, Palantir's growth and profitability, why Palantir has a moat, and we even discussed some of Amit's favourite books and resources when it comes to investing, I really enjoyed this conversation, and hope you will too. Don't forget to like, share and subscribe. Follow Amit: https://www.youtube.com/@UCjZnbgPb08NFg7MHyPQRZ3Q https://twitter.com/amitisinvesting And check out his…
Today I had the pleasure of talking to Ray Merola. He is a veteran investor who has written on Seeking Alpha for over 10 years. Ray is a contrarian investor who likes to buy stocks that the street hates. We had a great conversation about the fundamentals of investing, how to build a portfolio, the importance of management in a company, why Technical Analysis is not "voodoo", and so much more. Follow Ray here: https://seekingalpha.com/author/ray-merola Follow me here: https://jamesfoord.substack.com/ https://seekingalpha.com/author/james-foord https://twitter.com/JamesCFoord This is a public…
(00:00) BTC ETFs (03:30) FedNow, a CBDC precursor? (05:30) Sticky PCE (06:40) Markets start listening (08:20) Hidden liquidity (09:30) SPX target (12:40)BTC outlook (14:40) GLD, SLV, COPX (18:40) IWM and EEM This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
Today I had the pleasure of speaking with Michael Wiggins, back again for round 2 of our energy discussion. Michael went in-depth into explaining the three driving forces behind the higher price of energy thesis; Deglobalization, Digitalization and Decarbonization. We talked about the outlook for natural gas, nuclear energy and many other commodities. As always, it was a real pleasure to have Michael on the show. Don't forget to check out his work. Follow Michael: https://seekingalpha.com/author/michael-wiggins-de-oliveirahttps://twitter.com/MichaelWigginsO Follow me:…
About The Pragmatic Investor
With all the styles of investing to pick from, which is the right one for you?
The simple answer is; the one that works.
The Pragmatic Investor has no bias or prejudice against any form or style of investing. Every week, I speak to fellow investors to learn about their unique approach. jamesfoor
The Pragmatic Investor is a English business podcast from James Foord. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.
