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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
215 Episodes
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Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).Show Notes:Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend OpportunitiesSteven Bavaria Takes Investors Inside The Income FactoryMarkets And Dividend Investing Are Evolving - How To Take AdvantageRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.Show Notes:Revisiting IlluminaNWTN Inc.: The Perfect Fundamental ShortCuriosityStream: Too Cheap To IgnoreRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20).Read the transcriptRyne Williams' YouTube channelFor 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 on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.Show Notes:If You Can Predict Cash Flow You Can Predict Stock PriceQuant Ratings & Factor GradesAlpha PicksRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).Show Notes:Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft GreenGoogle Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable PriceDon't Be Broke In Your 70s, The Simple Path To Wealth With SCHDRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.Show Notes:These 3 Indicators Predict Every RecessionFTSL: In Case The Fed Keeps Rates HereFed Way Leaning The Wrong WayRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.Show Notes:Gold: The Rally Is Likely To ContinueKeep Calm And Buy BitcoinEthereum Can't Seem To Catch BitcoinWere The Bitcoin Spot ETFs A Big Flop? Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.Show Notes:Coterra Energy's Careful GrowthWhy APA Corporation Stock Is A Bargain NowRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.Show Notes:AI Tiers And Taking Profits In Tech With Joe Albano, Tech CachePalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).Show Notes:Generative AI's Chartreuse Adoption MomentEnergy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?U.S. And Global Energy Drivers And OpportunitiesRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).Show Notes:Successful Portfolio StrategyUS Inflation Scenarios: War-Induced Oil-Price ShocksU.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strikeRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.Find out more about Sifting the WorldRead the transcript!For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10. Show Notes:3 Small Cap REITs That Are Hard To BeatREITs Are A Deep Value Opportunity iREIT + HOYARead the transcript!For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27. Episode transcriptsShow Notes:6 Beaten Down Stocks Rated BuyQuant Ratings & Factor Grades FAQAlpha PicksFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).Episode transcriptsShow Notes:The Role Of AI In PharmaceuticalsKirk Spano's Margin of Safety InvestingBhavneesh Sharma's Vasuda Healthcare AnalyticsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).Episode transcriptsShow Notes:Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsStar Bulk Carriers InterviewJ Mintzmyer's 2 Favorite TankersInternational Seaways: Tanker Market Updates, Seasonal Upside AheadFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.Episode transcriptsShow Notes:Investing Lessons From The World Series Of PokerFannie And Freddie: My Favorite Trump StocksIs Enhabit Dead? Not Quite YetUS Steel gains after arbitration panel rules in its favor in a dispute with union For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35).Episode transcriptsShow Notes:Imran Khan On Psychedelics - More We Don't Know Than We DoPsychedelic Stocks: Focus On Their CashFDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedDe-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
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
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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.