July Podcast Roundup

This month's Investing Experts Podcast episodes explore biotech, AI, market valuations, and tax planning. Listen in for timely ideas and analysis to help you navigate today's investing landscape.

Biotech Euphoria Driven By Fundamentals

Guest: Jonathan Faison, ROTY Biotech Community

Biotech ‘euphoria’ is being fueled by strong fundamentals and renewed M&A activity. Jonathan Faison explains how he identifies high-conviction biotech companies with lasting competitive advantages and why he's bullish on Journey Medical (DERM).

Predicting S&P 500 At 6,300 - 6,500 By Year End

Guest: Sanjeev Sharma, Seeking Alpha Analyst

Sanjeev Sharma has spent the last two decades analyzing market movement and disposable income. Find out why he’s forecasting an overall decline due to weak consumer fundamentals and why he prefers semiconductor names over LLM opportunities.

We're In (The Early Stages Of) A Bubble

Guest: Clem Chambers, Seeking Alpha Analyst

Clem Chambers explores the upside potential and inevitable volatility of what he sees as the early stages of a bubble. Learn which ETFs he’s eyeing right now and why names like Neo Performance Materials (NOPMF) present targeted opportunities.

Tax Alpha With Raul Shah: Roth Conversions

Guest: Raul Shah, Seeking Alpha Analyst

Roth conversions can be a powerful way to reduce lifetime tax liabilities. Raul Shah explains who may benefit most, why timing matters, and why paying the conversion tax with outside cash can make a meaningful difference. 

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