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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
344 Episodes
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Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)Show Notes:Tech Tug Of War: Fear Vs. GreedAI, chip stocks jump as Trump hints at ending Iran war within weeksRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)Show Notes:US Inflation Scenarios: War-Induced Oil-Price ShocksWar, $200 Oil, And The Market's ReckoningStock index futures spike on report Trump willing to end warEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)Show Notes:Why I Remain Constructive On U.S. Markets$100 Oil: Short-Term Pain For Long-Term GainLofty Valuations, Overheated Technicals - Managing Market Risk With Victor DergunovEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)Show Notes:Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
1Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)Show Notes:Forget The Price Of A Stock. What Is It Worth?Hims & Hers Health And Devon Energy - Raul Shah's Hot TakeGambling.com: Undervalued Company With Tremendous Potential UpsideHims & Hers Health: The Juice Is Worth The SqueezeUnitedHealth: Why AI Is The Secret Weapon For The TurnaroundEpisode 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 from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)Show Notes:Unlocking Dividend Growth With The Dividend KingsEnbridge: When Quality Is OverpricedEpisode 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, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)Show Notes:Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected6 Smart Stock Ideas For A Barbell Strategy3 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
Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)Show Notes:Will War Trigger A Bear Market And Spike In Oil?Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzStrait Of Hormuz: Main Focus Of Investors In Iran-Israel ConflictEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)Show Notes:Stock Pickers Better Know When They're Going To SellMore Volatility Ahead In This AI Bull MarketWhy Lumentum Wins Over Coherent (For Now)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)Show Notes:Nvidia Q4: Why Even A Record 'Beat' Could Sink The StockThe Mag 7 Hit A Critical LevelNot A Bear Market Yet, But It's Already A Stock Picker's DreamHigh Conviction Ideas With Next Gen InvestorsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)Show Notes:AI Spending Surge, Contrarian Take On Tech StocksNvidia And The H200 Landscape; Broadcom's Strategic PositioningRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)Show Notes:Dividend And Growth Stocks For An Overvalued Market With David Alton ClarkTaking Profits For Yield And Growth With David Alton ClarkRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here.Show Notes:Alpha PicksSteven Cress' Top 10 Stocks For 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
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.
Two 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
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tough to understand
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.