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Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.
Transcripts: seekingalpha.com/author/investing-experts-podcast
Transcripts: seekingalpha.com/author/investing-experts-podcast
198 Episodes
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Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUsUranium A Big Part Of Our Energy Future - Chris DeMuth Jr.Palantir, BP ink pact for new AI capabilitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20).Episode transcriptsShow Notes:Peloton: A Fragile Resurgence Built On Unsustainable FactorsConfluent: New Revenue Model & Flink Platform Are Game Changers For GrowthClover Health: A Profitable Future Ahead Fueled By AI And Star Rating SuccessAffirm: More Room To Grow In A Favorable BNPL LandscapeFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)This is an excerpt from a recent Value Investor's Edge Live episode.Episode transcriptsShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsOPEC again cuts global oil demand growth forecastJ Mintzmyer's Note Of Caution On ShippingFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50).Read episode transcriptsShow Notes:S&P 500 Sector Analysis: Start Thinking DifferentlyA Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading')1987 Vs. 2024: 5 Ways To Separate Myth From Reality For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)Read episode transcriptsShow Notes:High Yield LandlordStocks Lagging The Ongoing Market ReversalWhat I Wish I Knew Before Buying REITsHigh-Yielding Fast-Growers I Am Buying Hand-Over-FistFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).This is an excerpt from a recent webinar, What's Next For The Magnificent 7?Read episode transcriptsShow Notes:Quant Ratings & Factor Grades FAQAlpha Picks6 Beaten Down Stocks Rated Buy 4 Best Defensive Stocks For A Potential Soft Landing For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55).Read episode transcriptsShow Notes:Here's My 40-Stock Dividend Portfolio, And How It Works1987 Vs. 2024: 5 Ways To Separate Myth From RealityStarbucks: I'd Rather Be Lucky Than Good For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?Read episode transcriptsShow Notes:FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedMindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating FactorsATAI: Enormous Potential Upside But No Clarity YetDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Mike Fay shares why the crypto market is difficult to navigate these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on crypto - why we have to pay attention (30:10).Read the transcriptShow Notes:Q2 Earnings: Hut 8 Needs AI To WorkLTCN: Coming Back Down To EarthBitcoin attempts another $60K breakout, recovering from early-August swoonEthereum: The Price Of Scalability For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Crypto Waves' Ryan Wilday addresses bitcoin's concerning price action (0:30). Why technical analysis is salient to understanding crypto markets (5:30). Why he's not a fan of the miners (13:45). Trump, RFK, and Harris: crypto in election season (18:35). Not excited about ether's price action (23:05). Keep it simple with bitcoin ETFs (26:10).Read the transcriptShow Notes:Bitcoin's Beautiful Bull Market Ethereum Can't Seem To Catch BitcoinBitcoin Is In The Buy ZoneTrump's new 'Crypto First' mantra has investors sizing up the industryFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.Read the transcriptShow Notes:Magnificent 7: how big tech stocks have moved since selloff sparked by recession fearsJobs data in charts: Unemployment rate rises againU.S. Recession Fears Prompt Global Market Sell-OffFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's VP of Quantitative Strategy Steven Cress shares the importance of detaching emotionally from volatile markets and relying instead on data driven models (0:30). Will dividend stocks pay the price or reap the rewards of market volatility? (8:00) Is now the time to let winners run? (12:45) Reassuring economic data (16:00). Harris + Trump stock ideas (21:35). No fear around recent tech sell-off (23:55).Show Notes:Buckle Your Seat Belt: Dividend Stocks For Market TurbulenceTop 5 Stocks If Kamala Wins The Election: Harris Vs. Trump TradeLetting Winners Run - Steven Cress On Alpha Picks' OutperformanceTop 5 Value Stocks For A Big Tech Pullback Read the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
1Why IPOs are the best and the worst investment according to Logan Kane (0:40). How can behavioral finance make us better investors? (2:05) When should investors cut their losses and close out profits (10:30). IRAs, tax advantages and constructing a portfolio (20:00). What to buy in a bear market (21:25). Best metric for high quality small caps (25:20). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.Show Notes:Party Like It's 1999: Market Valuations Near Dot-Com Bubble Peak As Fed Eyes Economy WarilyNvidia As Religion And Why We're Due For A Substantial CorrectionCan Behavioral Finance Make You A Better Investor And Improve Your Life?Read the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.Show Notes:Tech sell-off likely to be 'short-lived' as AI, cloud helps power earningsAs AI Evolves, Which Stocks Make Sense?BofA says AI 'hype days are over' as the market shifts into assessing investment payoffsRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).Show Notes:Citibank And JPMorgan: Very Troubling Results For The Banking IndustryNewmont: Healthy Pullbacks Are A Good ThingTesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes MetalsHow To Make Better Decisions In Any Financial MarketRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.Read the transcriptShow Notes:Wall Street Breakfast: End Of WinterSEC at long last approves spot bitcoin ETFsSEC approves spot ethereum ETFs in huge win for crypto worldFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).Read the transcriptShow Notes:Is The JEPI ETF Actually Worth It?Beyond SavingRida MorwaFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.Show Notes:Top 10 Stocks For 2024GigaCloud Technology: Strong Buy With Short Squeeze Potential PDD Holdings: Offering High Growth, Strong Profits And Stability Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500 Top 10 Stocks For H2 2023Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of OpportunitiesPowell Says Inflation Isn't The Only ConcernSA Sentiment sees rate cuts starting in September3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIESEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).Learn more about Inside the Income FactoryShow Notes:The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)ECC And OXLC: Climbing The CLO Learning CurveFrom Slide Rules To Spread Sheets: Coping With 'Analytic Overload'The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% DistributionsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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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.