Investing Experts

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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370 episodes
Updated July 16

Episodes370

Newest first

July 16 · 38 min
Steven Cress' Top 2 Stocks H2 2026
Steven Cress, Seeking Alpha's https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:top_two_stocks_h22026, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip...
July 15 · 25 min
Predicting S&P 500 at 6,300 - 6,500 by year end
Sanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40) Show Notes:...
July 9 · 30 min
Steven Cress' top 10 stocks for 2026 (mid-year review)
Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. Show Notes: https://seekingalpha.com/article/4860173-steven-cress-top-10-2026-stocks?source=ie_podcast:top_ten_mid_year_review...
July 8 · 30 min
Biotech euphoria driven by fundamentals
Jonathan Faison, who runs https://seekingalpha.com/checkout/mp_1243?source=ie_podcast:biotech_euphoria, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector...
July 7 · 55 min
We're in (the early stages of) a bubble
Analyst https://seekingalpha.com/author/clem-chambers/analysis?source=ie_podcast:early_stages_of_bubble explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term returns (12:00) Look at simple...
July 1 · 28 min
Tax alpha with Raul Shah: Roth conversions
Welcome back to our new series on Investing Experts, Tax Alpha with https://seekingalpha.com/author/raul-shah?source=ie_podcast:roth_conversions! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your...
June 17 · 1 hr
Great market expectations
Next-gen investing experts https://seekingalpha.com/author/julia-ostian, https://seekingalpha.com/author/kenio-fontes, and https://seekingalpha.com/author/jack-bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a...
June 16 · 43 min
What's driving the price of gold
Axel Merk, who https://www.merkinvestments.com/insights-and-reports?source=ie_podcast:whats_driving_price_gold ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive...
June 15 · 29 min
The REIT rally
Hoya Capital's https://seekingalpha.com/author/hoya-capital/analysis?source=ie_podcast:reit_rally talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors...
June 11 · 52 min
Small caps are back!
For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is https://seekingalpha.com/checkout/mp_1132?source=ie_podcast:small_caps_back's...
June 10 · 50 min
Market shifts from risk on to risk off
David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30)...
June 7 · 40 min
3 growth & income stocks to buy + Steve answers your questions
Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new https://seekingalpha.com/subscriptions/quant-growth-income?source=ie_podcast:qgi (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25) Show...
June 4 · 40 min
Trend following, technical analysis and why price means everything
Mike Toney-Hoffman from https://trendspider.com/?_go=seekingalpha?source=ie_podcast:trend_following_technical_analysis shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy...
June 3 · 20 min
Tax Alpha: Thoughtful asset location
Welcome to a new series on Investing Experts, Tax Alpha with https://seekingalpha.com/author/raul-shah?source=ie_podcast:thoughtful_asset_location! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay...
May 26 · 30 min
Mispriced REITs, AI immunity, and the next real estate cycle
High Yield Landlord's https://seekingalpha.com/checkout/mp_1268?source=ie_podcast:jussi_askola_reit_playbook joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20)...
May 20 · 37 min
Where the best income opportunities are now
Will Barton from https://seekingalpha.com/checkout/mp_1006?source=ie_podcast:best_income_opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real...
May 17 · 56 min
George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
Legendary investor https://georgenoble.substack.com/?source=ie_podcast:george_noble_tesla_falling_apart talks inflation, bond market disarray and the https://noble-capevents.com/sa-rena/?source=ie_podcast:george_noble_tesla_falling_apart (0:30)...
May 14 · 52 min
Netflix, Disney, WBD and the streaming media landscape
Streaming media expert https://www.streamingmediablog.com/?source=ie_podcast:netflix_disney_fubotv explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney...
May 13 · 44 min
Fundamentals over everything
Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:fundamentals_over_everything discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom...
May 12 · 46 min
Everybody wants to panic sell. Don't.
Gary Vaughan from https://open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?source=ie_podcast:panic_sell_dont tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector...

Investing Experts

Steven Cress' Top 2 Stocks H2 2026

Predicting S&P 500 at 6,300 - 6,500 by year end

Steven Cress' top 10 stocks for 2026 (mid-year review)

Biotech euphoria driven by fundamentals

We're in (the early stages of) a bubble

Tax alpha with Raul Shah: Roth conversions

Great market expectations

What's driving the price of gold

The REIT rally

Small caps are back!

Market shifts from risk on to risk off

3 growth & income stocks to buy + Steve answers your questions

Trend following, technical analysis and why price means everything

Tax Alpha: Thoughtful asset location

Mispriced REITs, AI immunity, and the next real estate cycle

Where the best income opportunities are now

George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart

Netflix, Disney, WBD and the streaming media landscape

Fundamentals over everything

Everybody wants to panic sell. Don't.