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Seeking Alpha

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.

Transcripts: seekingalpha.com/author/investing-experts-podcast
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  • 40 episodes
  • Avg 36 min
  • English

Episodes 40

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  • October 27 · 36 min

    Tech bubble will pop in 2027

    Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:tech_bubble_pop_2027 answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory)...

  • October 22 · 6 min

    AI spending faces reality check as tech earnings roll in

    Chris Ciaccia talks market sell-off, mixed earnings https://seekingalpha.com/news/4655653-meta-projects-q4-2026-revenue-of-73b-76b-while-targeting-reality-labs-loss-around-15b-next?source=ie_podcast:reality_check, and AI spending (1:15) Tesla capex...

  • October 13 · 52 min

    S&P hits all-time highs, AI trade does all the work

    From June we saw money rotate out of tech into reflationary sectors, also software, explains https://seekingalpha.com/author/amrita-roy?source=ie_podcast:sp_ai_trade and https://seekingalpha.com/author/uttam-dey?source=ie_podcast:sp_ai_trade. Now,...

  • October 7 · 22 min

    Tax gain harvesting: tax alpha with Raul Shah

    Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting. Show Notes: https://seekingalpha.com/article/4942471-tax-loss-harvesting-tax-alpha-with-raul-shah?source=ie_podcast:tax_gain_harvesting...

  • September 27 · 31 min

    What will Micron's gross margin guide be?

    Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:microns_gross_margin talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings -...

  • September 24 · 51 min

    Being picky with stocks more important than ever

    Treasurys, bonds, caution and patience with https://seekingalpha.com/author/julia-ostian?source=ie_podcast:stock_picky, https://seekingalpha.com/author/kenio-fontes?source=ie_podcast:stock_picky, and...

  • September 22 · 40 min

    Don't sleep on (analog) semiconductors

    Don't sleep on (analog) semiconductors, says Alex King from https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_analog_semiconductors (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true?...

  • September 17 · 42 min

    Look at REITs as dividend income machines

    Hoya Capital's https://seekingalpha.com/checkout/mp_1026?source=ie_podcast:reits_dividend_income_machines says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a...

  • September 13 · 35 min

    Beyond Nvidia: Finding opportunity in the AI buildout

    Joe Albano from https://seekingalpha.com/checkout/mp_1133?source=ie_podcast:beyond_nvidia_ai_buildout explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy -...

  • September 3 · 28 min

    Momentum, fear & the case for buying the dip

    Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:momentum_fear_buying_dip shares why falling stocks like Credo Technology are...

  • September 2 · 24 min

    Tax Loss Harvesting: Tax Alpha with Raul Shah

    Raul Shah from https://seekingalpha.com/author/raul-shah?source=ie_podcast:tax_loss_harvesting talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15) Show Notes:...

  • August 25 · 43 min

    Don't sleep on software

    Alex King from https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_on_software discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole...

  • August 20 · 35 min

    Hedging exposure in this volatile market

    Michael Kramer from https://seekingalpha.com/checkout/mp_1076?source=ie_podcast:hedging_exposure_volatile_market shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare...

  • August 13 · 33 min

    What's up with tech?

    Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:whats_up_tech talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory...

  • August 6 · 32 min

    Make retirement awesome again with Jared Dillian

    Jared Dillian talks about his https://www.jareddillianmoney.com/weekly/the-awesome-portfolio?source=ie_podcast:make_retirement_awesome_again (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds,...

  • August 5 · 20 min

    Tax Alpha with Raul Shah: (mega) backdoor Roth

    Raul Shah provides setups and https://seekingalpha.com/author/raul-shah?source=ie_podcast:mega_backdoor_roth nuance of backdoor Roth and mega backdoor Roth. Show Notes:...

Showing 1–20 of 40 episodes