Wall Street Breakfast Seeking Alpha

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report

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Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GOOG, MSFT, SNAP, and more
Hertz slides 20% as depreciating Teslas dent the bottom line
Honda to spend C$15B to expand electric vehicle efforts in Canada
FCC votes to bring back net neutrality rules

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GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42)

Show Notes
David Einhorn: Gold demand from the East is pushing its price higher
Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD
7 Stocks in Fin-tech and Payments Baird analysts like the most

Episode transcripts seekingalpha.com/wsb
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Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)

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Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53) 

Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March

Episode transcripts seekingalpha.com/wsb
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Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, TXN, ENPH, and more
JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance
Grayscale files to register shares of ethereum trust, plans for lower-fee substitute
History suggests the materials sector is about to hit a seasonal peak, RenMac says

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