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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
Transcripts: seekingalpha.com/author/investing-experts-podcast
330 Episodes
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Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026.Show Notes:Bloom Energy Powering the AI RevolutionMercadoLibre: Top Quality Stock Deeply UndervaluedBloom Energy: Solving the AI Data Center Power BottleneckInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
1Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: (FOF) and (OWL), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026.Show Notes:'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity FundMy Ultimate Contrarian Bet For 2026: Blue Owl CapitalInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).Show Notes:The Good Enough PortfolioDiscipline FundsRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026!Show Notes:Alpha PicksSteven Cress' Top 2025 StocksSteven Cress Reviews His Top 10 Stocks For 2025Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50).Show Notes:Sifting the WorldCalifornia First Leasing Year-End ReviewCoreWeave: Core Needs A CollarRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).Show Notes:Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction BuyCannabis Investing In The Trump EraRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's Head of Quant, Steven Cress, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing risk; value and growth (11:10). Diving deeper into quant metrics and weightings (13:10).Show Notes:Top 10 Stocks For 2026Get Alpha Picks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).Show Notes:In Shipping, Global Macro Matters More Than EverBuy Cmb.Tech: Shipping Poised To Outperform Into 2026Why Dry Bulk Is A Top Pick In 2026Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)Show Notes:Netflix Is Still KingStreaming Media BlogRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).Show Notes:Realty Income: Undervalued, Underappreciated, And UnlovedRegions Financial: 4.31% Yield With Big Dividend GrowthRead Our TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results.Show Notes:Steven Cress' Top 2025 StocksRegister for Top Stocks 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45).Show Notes:Contrarian Plays And Real Asset Opportunities From Next Gen InvestorsHow To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).Show Notes:Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cutDon't Fear AI Bubble, There Will Be WinnersAI Spending Surge, Contrarian Take On Tech StocksEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45).Show Notes:Inflation Expectations, Tech Valuations, Healthcare OpportunitiesWhite House makes a robotics pushPrivate firms unexpectedly shed 32K jobs in November: ADP reportEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00).Show Notes:3 Best AI Stocks For The 2025 Santa RallyAlpha Picks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).Show Notes:How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeWalmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should FearEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19.Show Notes:3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioTop Income And AI Growth StocksAlpha PicksEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05).Show Notes:REITs Are A Deep Value OpportunityWinners And Losers Of REIT Earnings SeasonThe Road Ahead for REIT Investors in 2026 (webinar)Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).Episode TranscriptsShow Notes:KCI Research On REITs, Dividends And Contrarian InvestingApple: Cheapest Valuation In A DecadeRealty Income Shares Have Gone Nowhere For 7 Plus YearsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Always enjoy this group. Merry Thanksgiving!
This time is different. I will always win employing my Pavlovian induced responce to buy the dip? It works! Until it doesn't.
@21:55 recent graduates in computer sciences can't find jobs, yet the USCOC is whining and filing lawfare against the $100k tariff on cheap H-1B labor imports on behalf of their members. Their members heavy dependence on this cheap slave labor pool to displace domestic workers and undercut wages for aspiring entry level workers is nothing short of subversive. Would it surprise you that to completely screw #taxslaves the USCOC also advocates heavy subsidies to the #Educational_Indistrial_Complex
Shifting from quarterly reporting only has one down side that I can see. That is less opportunity to identify accounting shenanigans, but I don't think most are vigilant on that front anyway.
@ 18:40 Seems like she's encountered TDS insanity first hand. Haven't we all?
Enjoyed the content regarding quant analysis. I was a bit distracted over the horrible industry covered though. This is a very subversive societal destroying industry, full of foreign money and influence peddling. If your local pol voted to pass this crap, look at the money trail to find out by whom they were purchased. Maybe next time the quant could cover a decent industry, like banking, reliable energy. materials, or utilities. Thanks for covering the quants perspective though.
I wish WMT traded at $200/share. Bad analysis not corrected by host.
LOL at your guest. "We don't want to be producing things in the US, we've become much more evolved than that." Precisely the kind of thinking that landed us in this current quagmire. Wait till the SHTF and no one knows how to make anything or can contribute meaningfully in making even a bit part of anything. Whoops, soorry that was the plan!
Excellent interview. Thanks.
episode is almost unintelligible. interviewer sound is great, but guest is hard to understand maybe hardware issues
good podcast except for the historical revisionism. most of the chaos that you ascribe to the '80s actually occurred in the 70s. the '80s unwound the volatility of the 70s created by the policies of LBJ and his comrades in the '60s.
September rate cut is political. They want the sure thing, rather than the probable. Drag that corpse acrossed the finish line. Very well done episode, market sure looks like topping action.