11 MAY 2024 · AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts https://seekingalpha.com/article/4691856-capital-imbalances-and-why-david-daglio-is-a-reformed-value-investor?source=wsb_podcast:will_inflation_be_larger_than_we_think. Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:will_inflation_be_larger_than_we_think Show links: https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4104892-gold-jumps-to-highest-in-a-month-as-data-signals-slowing-economy-likely-rate-cuts?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4100670-citadel-ceo-ken-griffin-sees-the-fed-likely-cutting-interest-rates-later-in-2024?source=wsb_podcast:will_inflation_be_larger_than_we_think Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:will_inflation_be_larger_than_we_think and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:will_inflation_be_larger_than_we_think https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor?source=wsb_podcast:will_inflation_be_larger_than_we_think

10 MAY 2024 · https://seekingalpha.com/news/4104387-biden-new-tariffs-chinese-evs-other-strategic-sectors?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) https://seekingalpha.com/news/4104384-openai-ai-search-rival-chatgpt-google-perplexity?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report next week - report. (01:26) McDonald's (MCD) https://seekingalpha.com/news/4103959-mcdonalds-requiring-franchisees-chip-in-digital-marketing?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report investment in digital marketing.  (03:09)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report. Show links:  https://seekingalpha.com/news/4104408-biggest-stock-movers-today-u-nvax-and-more?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103938-elon-musks-neuralink-faces-defect-first-brain-implant?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4104341-ford-tempering-pledge-full-ev-europe-2030?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103988-bp-aims-to-buy-tesla-supercharging-sites-for-us-expansion-bloomberg?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

9 MAY 2024 · Sony and Apollo group would shed a number of https://seekingalpha.com/news/4103324-sony-apollo-plan-to-sell-cbs-cable-channels-after-buying-paramount-nyt?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sales if their bid is successful. (0:16) Roblox https://seekingalpha.com/news/4103530-roblox-plummets-cuts-full-year-bookings-forecast?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting https://seekingalpha.com/news/4103343-shoplifting-crackdown-organized-retail-theft-ring-busted?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale. (4:48) Show Notes https://seekingalpha.com/news/4101826-stocks-market-investors-bullishness-equities-optimism-historical-high-etfs-surveys-sentimentrader?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale https://seekingalpha.com/news/4103633-plug-power-slides-after-posting-larger-than-forecast-q1-loss?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale.

9 MAY 2024 · Disney (DIS) and Warner Bros. (WBD) unveil https://seekingalpha.com/news/4103341-disney-warner-bros-discovery-streaming-bundle-disney-hulu-max?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services, similar to cable TV package. (00:22) General Motors (GM) saying https://seekingalpha.com/news/4102902-general-motors-saying-goodbye-malibu-increase-production-evs-hybrids?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its https://seekingalpha.com/news/4103356-chinese-ev-maker-nio-to-launch-its-lower-priced-brand-onvo-on-may-15-report?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services brand Onvo on May 15 - report. (02:09) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services. Show links:  https://seekingalpha.com/news/4103386-biggest-stock-movers-today-abnb-arm-sedg-and-more?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103343-shoplifting-crackdown-organized-retail-theft-ring-busted?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103320-seasonal-us-demand-for-gasoline-diesel-worst-since-2020-hitting-refining-margins?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103324-sony-apollo-plan-to-sell-cbs-cable-channels-after-buying-paramount-nyt?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103108-scattered-spider-hacking-group-said-to-target-banks-insurers?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

8 MAY 2024 · Biden administration reportedly https://seekingalpha.com/news/4101670-biden-administration-reportedly-revokes-export-licenses-supply-huawei-chips?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers https://seekingalpha.com/news/4101846-reddit-delivers-profitable-quarter-on-an-adjusted-ebitda-basis-in-first-results-since-ipo?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to https://seekingalpha.com/news/4102172-royal-caribbean-hiring-record-cruise-demand?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply to keep up with record cruise demand - report. (02:23) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply. Show links:  https://seekingalpha.com/news/4102175-biggest-stock-movers-today-lyft-rivn-twlo-and-more?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4101733-boy-given-pfizer-experimental-duchenne-muscular-dystrophy-therapy-dies?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4102064-tesla-china-elon-musk-robotaxi-testing-top-deputy-tom-zhu-returns?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4101477-tiktok-sues-us-government-over-law-forcing-its-sale-or-ban?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

7 MAY 2024 · Tim Cook calls it the https://seekingalpha.com/news/4101088-apple-unveils-new-ipad-air-more?source=content_type%3Areact%7Csource%3Abreaking_news_header?source=wsb_podcast:apple_goes_big_on_ipads since its introduction. (0:16) Disney https://seekingalpha.com/news/4100973-disney-reports-profit-for-the-entertainment-streaming-business-expects-full-streaming-profitability-in-fq4?source=wsb_podcast:apple_goes_big_on_ipads on revenue miss. (2:17) Reasons not to https://seekingalpha.com/news/4100863-blackrock-sees-3-reasons-why-stock-investors-should-stay-in-the-market-in-may?source=wsb_podcast:apple_goes_big_on_ipads. (4:45) Show Notes https://seekingalpha.com/news/4101057-druckenmiller-cuts-nvidia-stake-says-ai-may-be-overhyped-near-term?source=wsb_podcast:apple_goes_big_on_ipads https://seekingalpha.com/news/4101052-palantir-sell-off-golden-buying-opportunity-wedbush-says?source=wsb_podcast:apple_goes_big_on_ipads Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:apple_goes_big_on_ipads Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:apple_goes_big_on_ipads and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:apple_goes_big_on_ipads.

7 MAY 2024 · Lucid (LCID) erases intraday gains on https://seekingalpha.com/news/4100780-lucid-erases-intra-day-gains-downbeat-q1-results?source=wsb_podcast:lucid_retreats_as_q1_disappoints Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates https://seekingalpha.com/news/4100887-japan-may-intervene-if-yen-fluctuates-excessively?source=wsb_podcast:lucid_retreats_as_q1_disappoints, top forex official warns. (01:08) Boeing's Starliner (BA) launch https://seekingalpha.com/news/4100897-boeings-starliner-crewed-mission-launch-delayed-faulty-valve?source=wsb_podcast:lucid_retreats_as_q1_disappoints due to faulty valve. (02:26) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:lucid_retreats_as_q1_disappoints. Show links:  https://seekingalpha.com/news/4100900-biggest-stock-movers-today-pltr-lcid-and-more?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100880-bp-plc-misses-top-line-and-bottom-line-estimates-initiates-q2-and-reaffirms-fy24-outlook?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100863-blackrock-sees-3-reasons-why-stock-investors-should-stay-in-the-market-in-may?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100901-amazon-plans-to-invest-nearly-9b-to-boost-cloud-infrastructure-in-singapore?source=wsb_podcast:lucid_retreats_as_q1_disappoints Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:lucid_retreats_as_q1_disappoints and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

6 MAY 2024 · Elon Musk says Berkshire should take https://seekingalpha.com/news/4100122-elon-musk-calls-for-warren-buffet-to-take-stake-in-tesla?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock after trimming Apple. (0:16) Robinhood Crypto gets https://seekingalpha.com/news/4100252-robinhood-crypto-gets-wells-notice-from-sec-staff?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock. (1:41) iPhone takes top 4 spots in Q1 https://seekingalpha.com/news/4100236-apple-samsung-hog-top-10-of-best-selling-smartphones-during-q1-2024?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock. (2:18) Show Notes https://seekingalpha.com/news/4100057-earnings-estimates-for-the-magnificent-7-ramping-up-what-about-the-other-493?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock.

6 MAY 2024 · Up, up and away: Space https://seekingalpha.com/news/4100123-up-up-and-away-space-investment-in-focus-as-boeings-starliner-gets-ready-for-blastoff?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be https://seekingalpha.com/news/4100059-perficient-inc-to-be-acquired-by-eqt-for-about-3b?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need https://seekingalpha.com/news/4100075-starbucks-former-ceo-howard-schultz-us-operations-overhaul?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission. (02:22)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission. Show links:  https://seekingalpha.com/news/4100095-biggest-stock-movers-today-crypto-stocks-lazr-and-more?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4099576-earnings-week-ahead-disney-palantir-realty-income-shopify-uber-plug-power-and-more?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4100055-paramount-now-formal-negotiations-apollo-sony-acquisition?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4099646-ford-has-an-80b-beast-under-the-hood-will-investors-start-noticing?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.

5 MAY 2024 · Focus returns to Disney numbers, streaming https://seekingalpha.com/article/4686847-disney-proxy-victory-leaves-questions-unanswered-as-q2-earnings-release-looms?source=wsb_podcast:disney_earnings_apple_event_highlight_week. (0:18) First https://seekingalpha.com/article/4688679-eyes-on-apple-uber-disney-rivian-and-coupang?source=wsb_podcast:disney_earnings_apple_event_highlight_week in 18 months expected. (1:59) Warren Buffett's https://seekingalpha.com/news/4100027-warren-buffett-says-berkshire-operating-earnings-to-rise-modestly-this-year-annual-meeting?source=wsb_podcast:disney_earnings_apple_event_highlight_week. (2:45) Show Notes https://seekingalpha.com/news/4095635-goldmans-top-50-stable-growth-stocks?source=wsb_podcast:disney_earnings_apple_event_highlight_week https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:disney_earnings_apple_event_highlight_week https://seekingalpha.com/news/4098577-catalyst-watch-disney-earnings-apple-ipad-event-and-fed-speakers-back-on-the-circuit?source=wsb_podcast:disney_earnings_apple_event_highlight_week Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:disney_earnings_apple_event_highlight_week Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:disney_earnings_apple_event_highlight_week and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:disney_earnings_apple_event_highlight_week.