Episode
Everybody wants to panic sell. Don't.
- Podcast
- Investing Experts
- Published
- May 12, 2026
- Duration seconds
- 2800
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/everybody-wants-to-panic-sell-don-t/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/investing-experts-5798955/everybody-wants-to-panic-sell-don-t.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00) Show Notes: Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Know When To Hold 'Em And When To Fold 'Em Credo Technology Group: The Valuation Looks Absurd Until You Do The Math Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions