The Pragmatic Investor
Activity Overview
Episode publication activity over the past year
Episodes
E40 w/Michael Howell: Liquidity Outlook For 2025
27 Nov 2024
Contributed by Lukas
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, a...
E39 w/Alejandro Yela: Finding Alpha in Microcaps
08 Oct 2024
Contributed by Lukas
Investment Grade Analysis 20% Discount"The Pragmatic Investor" featuring guest Alejandro Yela , a writer on Substack known as The Hermit.The conversat...
E38 w/Michael Howell: Liquidity Says It All
09 Jul 2024
Contributed by Lukas
Investment Grade Analysis 20% Discounthttps://www.seekingalpha.link/34TNL7J/2QZRGT/My guest today is Michael Howell, the author of Capital Wars.He und...
E37 w/Nader: Solana vs Ethereum and AI Cryptos
28 Jun 2024
Contributed by Lukas
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 ...
E35 w/Amrita Roy: Is AI A Bubble?
27 Feb 2024
Contributed by Lukas
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 mark...
E35 w/MyWeeklyStock: Finding A Trading Style That Works For You
07 Feb 2024
Contributed by Lukas
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...
E34 w/George Robertson: Unprecedented stimulus; 6000 SPX target
26 Jan 2024
Contributed by Lukas
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 5...
E33 w/Gary: Must Have Tools For Investors/Traders
11 Jan 2024
Contributed by Lukas
My guest today is Gary from Dailytstockpicks, a fellow podcaster, YouTuber, substack author and investor. After finding Gary’s podcast, I thought it...
E32 w/Ben: Bitcoin Targets For 2024
14 Dec 2023
Contributed by Lukas
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...
E31 w/Kevin Erdmann: Beyond The Bricks; Housing in 2024
05 Dec 2023
Contributed by Lukas
00:00 Introduction06:00 A Different Way Of Thinking12:00 What really happened in the GFC?25:00 A Secular Housing Shortage32:00 Housing Market in 20244...
E30 w/Mike Fay: 'Tis The (Altcoin) Season
28 Nov 2023
Contributed by Lukas
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 g...
E29 w/Amrita Roy: What's In Store For 2024?
14 Nov 2023
Contributed by Lukas
Hello everyone, and welcome back to The Pragmatic Investor.My guest today is Amrita Roy, a fellow substack author, macro enthusiast and like-minded Pr...
E28 w/tomthetrader1: Are You Afraid?
26 Oct 2023
Contributed by Lukas
My guest today is tomthetrader, an investor with over 13 years of experience trading and analyzing markets.Tom is incredibly knowledgeable regarding T...
E27 w/Kashyap Sriram: NVIDIA Still F#K'd; Economy Too?
17 Oct 2023
Contributed by Lukas
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 ...
E26 w/George Robertson: Higher Rates=Higher Stocks?
11 Oct 2023
Contributed by Lukas
My guest today is George Robertson, a seasoned investor with plenty of experience in the industry. Everyone is concerned that higher rates will break ...
E25 w/Mike Fay: Investing Conspiracy Theories
21 Sep 2023
Contributed by Lukas
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 conversat...
E24 w/Ben: Why You Should Use Elliott Wave Theory
19 Sep 2023
Contributed by Lukas
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...
E23 w/Trading Places Research: The Arm IPO
14 Sep 2023
Contributed by Lukas
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 compa...
E22 w/Kashyap Sriram: NVIDIA May Be Fucked
04 Sep 2023
Contributed by Lukas
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 ...
E21 w/Mike Zaccardi: Preparing For The Worst Month Of The Year
30 Aug 2023
Contributed by Lukas
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 ente...
E20 w/Thomas: Is It Time to Buy China?
21 Aug 2023
Contributed by Lukas
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 h...
E19 w/Ryan Wilday: Bitcoin up, Stocks down?
11 Aug 2023
Contributed by Lukas
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 ...
E18 w/Michael Wiggins: Tech Earnings, Recession, Inflation and Gas
03 Aug 2023
Contributed by Lukas
In this conversation with Michael, we talked about the recent tech earnings, going deep into the Alphabet (GOOGL) and SoFi (SOFI) results.As ad spendi...
Time To Short The Market? (Reduced Weekend Report 7/30/23)
31 Jul 2023
Contributed by Lukas
(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...
E17: My Interviews on The Investing Experts Podcast; EWT, Macro, AI and Tesla debate.
27 Jul 2023
Contributed by Lukas
The following are three interviews that I carried out for Seeking Alpha's Investing Experts Podcast:First off, a discussion with Zac and Garrett f...
E16 w/Mike Fay: Bitcoin for today and gold for tomorrow?
20 Jul 2023
Contributed by Lukas
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...
E15 w/Amit Kukreja: Palantir's Secret Sauce Revealed
11 Jul 2023
Contributed by Lukas
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 con...
E14 w/Ray Merola: Buy When There's Hate In The Streets
06 Jul 2023
Contributed by Lukas
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 inv...
Sunday Special: Crypto, FedNow, "shadow liquidity" and S&P target (2/7/23)
02 Jul 2023
Contributed by Lukas
(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...
E13 w/Michael Wiggins: Exploring the three Ds
28 Jun 2023
Contributed by Lukas
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 ...
Sunday Special: Will stocks crash from here? (6/25/23)
25 Jun 2023
Contributed by Lukas
(00:00) Bank of England(02:00) Fed Policy(03:00)US PMI and upcoming macro data(04:45) DXY(06:00) Bitcoin, two possible paths.(12:00) SPX; how long can...
E12 w/Brad Thomas: When will Real Estate Crash?
23 Jun 2023
Contributed by Lukas
Today I had the immense pleasure of speaking with Brad Thomas. He is one of the most prolific writers on SA, author of one and soon, two books, and ed...
E11 w/Marc Chandler: Don't Sleep on International stocks
20 Jun 2023
Contributed by Lukas
Today I had the pleasure of speaking with March Chandler, a fellow SS contributor, the Chief Market Strategist at Bannockburn Global Forex and the aut...
Weekly Video WrapUp 6/17/23: Fed Policy, NDX, BTC and Commodities
19 Jun 2023
Contributed by Lukas
(00:00) Fed Policy Outlook(01:25) NDX TA and Outlook(05:20) Bitcoin(07:45) BlackRock ETF(09:15) Cardano(10:50) AGIX and XRP(13:30) HOOD and PLUG(16:00...
E10 w/Cameron Fen: NVIDIA May Be Overvalued
15 Jun 2023
Contributed by Lukas
Today I was joined by fellow SA contributor Cameron Fen. He is a PhD student specialising in building AI for macro models. We had a great conversation...
E9 w/Zach Bristow: How Will AI change healthcare?
09 Jun 2023
Contributed by Lukas
Today I was joined by fellow SA contributor Zach Bristow. He is a fellow SA contributor with a background in the medical sector. We had a great conver...
E8 w/Julian Lin: High Returns In The Cannabis Sector
07 Jun 2023
Contributed by Lukas
In this episode, I had the pleasure of speaking with Julian Lin. He is a fellow SA contributor and the author behind Best Of Breed Growth Stocks. Juli...
E7 w/Trading Places Research: Is AI the real deal?
01 Jun 2023
Contributed by Lukas
Today I had the pleasure of speaking with Trading Places Research. He is a fellow SA contributor and the author behind the Long View Capital Investing...
Powell and Yellen Speak, Macro Outlook, Banks, China and Bitcoin: 5/19/23 Update
19 May 2023
Contributed by Lukas
Weekly video update talking about the latest developments in global macro, equities and crypto. Don't forget to like and subscribe!Also, follow me...
E6 w/Michael Wiggins: What's the future of energy?
18 May 2023
Contributed by Lukas
Welcome to E6 of the Pragmatic Investor!Today I was joined by Michael Wiggins, author of Deep Value Returns on Seeking Alpha. He is an expert on energ...
E5 w/Lawrence Fuller: It's a bull market!
11 May 2023
Contributed by Lukas
Today I had the pleasure of talking to Lawrence Fuller. He is a veteran investor of 25 years, fellow contributor and Investing Group Leader on Seeking...
E4 w/Ryan Wilday: How to trade with Elliott Wave
04 May 2023
Contributed by Lukas
In today’s episode, I had the pleasure of speaking with Ryan Wilday.Ryan is a fellow SA contributor who specializes in trading/investing in cryptocu...
E3 w/Victor Dergunov: The case for QE Infinity
27 Apr 2023
Contributed by Lukas
In this week’s podcast, I had the pleasure of speaking to Victor Dergunov.Victor considers himself a diversified investor, and we talked about vario...
E2 w/Mike Fay: Has Bitcoin Bottomed?
19 Apr 2023
Contributed by Lukas
In this episode, I had the pleasure of speaking with Mike Fay.Mike is an expert on Digital Assets and has his own Investment Community on Seeking Alph...
E1: The Pragmatic Investor & Brett Ashcroft: Is Tesla a value stock?
12 Apr 2023
Contributed by Lukas
Welcome to E1 of the Pragmatic Investor.Today I had the pleasure of talking to Brett Ashcroft Green, a fellow Seeking Alpha Contributor with a focus o...