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

May 5 · 36 min
Know when to hold 'em and when to fold 'em
Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)...
April 23 · 42 min
2 dividend plays, taking profits, and dry powder
David Alton Clark, who runs https://seekingalpha.com/checkout/mp_1156?source=ie_podcast:dry_powder, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick...
April 22 · 45 min
Ben Carlson: long-term investing still wins - even when it feels wrong
Portfolio Manager, Author, Podcaster https://awealthofcommonsense.com/?source=ie_podcast:ben_carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and...
April 16 · 51 min
Blue Owl Capital: Don't believe the (negative) hype
High Yield Investor's https://seekingalpha.com/checkout/mp_1369?source=ie_podcast:blue_owl_capital_negative_hype shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on...
April 9 · 55 min
AI capex surge, bottlenecks, and the race for ROI
Two of Seeking Alpha's top tech analysts, https://seekingalpha.com/author/amrita-roy and https://seekingalpha.com/author/uttam-dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum...
April 7 · 31 min
Micron, Credo, Lumentum: 3 AI strong buys
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:micron_lumentum_credo highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo...
March 31 · 33 min
The cure for FOMO with Tech Contrarians
Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:cure_for_FOMO explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through...
March 31 · 1 hr 11 min
Real yields, oil, conflict scenarios
James Kostohryz, who runs https://seekingalpha.com/checkout/mp_86?source=ie_podcast:real_yields_oil_conflict on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in...
March 26 · 39 min
Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
Victor Dergunov, https://seekingalpha.com/checkout/mp_1129?source=ie_podcast:sell_hedge_rotate 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...
March 19 · 42 min
Avoid S&P + bonds, buy gold + energy - George Noble
Renowned investor https://georgenoble.substack.com/?source=ie_podcast:avoid_sandp_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...
March 18 · 44 min
UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
Raul Shah from https://seekingalpha.com/author/docshah-financial/analysis?source=ie_podcast:hims_unh_gambling 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...
March 12 · 27 min
Value + quality + cash flow is king
Scott Kaufman from https://seekingalpha.com/checkout/mp_1319?source=ie_podcast:value_quality_cashflow explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural...
March 4 · 32 min
Steven Cress' 3 REITs for inflationary, heated times
Seeking Alpha's Head of Quant, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:cress_3_reits gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys...
March 4 · 1 hr 9 min
War, $200 oil, and the market’s reckoning
Global portfolio strategist https://seekingalpha.com/checkout/mp_86?source=ie_podcast:war_200_oil 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...
February 24 · 46 min
Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)
Gary Vaughan from https://open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?source=ie_podcast:large_cap_tech_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)...
February 23 · 49 min
Will Barton on High Dividend Opportunities
Will Barton from https://seekingalpha.com/checkout/mp_1006?source=ie_podcast:will_barton_hdo 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...
February 19 · 52 min
This is a stock picker's market
Next-gen investing experts https://seekingalpha.com/author/julia-ostian?source=ie_podcast:stock_pickers_market, https://seekingalpha.com/author/jack-bowman?source=ie_podcast:stock_pickers_market, and...
February 12 · 35 min
Tech tug of war: fear vs. greed
https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:tech_tug_of_war 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...
February 11 · 33 min
Profiting from growth and income with Retirement Income Warrior
David Alton Clark, https://seekingalpha.com/checkout/mp_1156?internal_promotion=true 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...
February 4 · 49 min
Steven Cress' top 10 AI stocks
Head of Quantitative Strategy at Seeking Alpha, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:cress_top_ten_ai_stocks shares why the AI sector still looks good and which stocks look best for this year. Watch the video...

Investing Experts

Know when to hold 'em and when to fold 'em

2 dividend plays, taking profits, and dry powder

Ben Carlson: long-term investing still wins - even when it feels wrong

Blue Owl Capital: Don't believe the (negative) hype

AI capex surge, bottlenecks, and the race for ROI

Micron, Credo, Lumentum: 3 AI strong buys

The cure for FOMO with Tech Contrarians

Real yields, oil, conflict scenarios

Sell, hedge, rotate: Victor Dergunov's strategy for a market correction

Avoid S&P + bonds, buy gold + energy - George Noble

UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

Value + quality + cash flow is king

Steven Cress' 3 REITs for inflationary, heated times

War, $200 oil, and the market’s reckoning

Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)

Will Barton on High Dividend Opportunities

This is a stock picker's market

Tech tug of war: fear vs. greed

Profiting from growth and income with Retirement Income Warrior

Steven Cress' top 10 AI stocks