PODCAST · business
Investing Experts
by 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
Episodes
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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 Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more. Show Notes…
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SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30) Show Notes: Momentum, Fear & The Case For Buying The Dip Steve Cress' YouTube Channel...
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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: Tax Loss Harvesting: Tax Alpha With Raul Shah DocShah Financial Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha...
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What will Micron's gross margin guide be?
Sara Awad from Tech Contrarians 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 - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35) Episode…
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Being picky with stocks more important than ever
Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00) Episode transcripts For full access to analyst ratings, stock quant scores…
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Don't sleep on (analog) semiconductors
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20) Show Notes: Don't Sleep On Software Episode transcripts For full access to analyst ratings, stock quant scores...
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Look at REITs as dividend income machines
Hoya Capital's David Auerbach 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 reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs...
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Beyond Nvidia: Finding opportunity in the AI buildout
Joe Albano from Tech Cache 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 - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10) Show Notes:...
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Momentum, fear & the case for buying the dip
Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40) Show Notes: Why Conviction Matters In Uncertain Times Alpha Picks Follow Steve on...
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Tax Loss Harvesting: Tax Alpha with Raul Shah
Raul Shah from DocShah Financial 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: Hims & Hers Health: Still An Undervalued Company With Tremendous Upside ServiceNow: Greater Business, Greater Opportunity...
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Don't sleep on software
Alex King from Growth Investor Pro 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 = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season...
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Hedging exposure in this volatile market
Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less…
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Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income
What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25) Show Notes: Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth Alpha Picks Quant Growth & Income Portfolio Episode transcripts For…
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What's up with tech?
Sara Awad from Tech Contrarians 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 dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30) Show...
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Make retirement awesome again with Jared Dillian
Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20) Episode transcripts For full access…
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Tax Alpha with Raul Shah: (mega) backdoor Roth
Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth. Show Notes: Tax Alpha: Roth Conversions UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades,...
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Steven Cress' Top 2 Stocks H2 2026
Steven Cress, Seeking Alpha's Head of Quant, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why quant? (16:40) Top 2 stocks for H2 '26 (34:00) Show Notes: Top 10 Stocks For H2 2026 Top Stocks For H2 2026! (Replay) Steven...
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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: S&P 500 Will Be Around 6,300 By The End Of 2026 S&P 500: 7,000 Target For 2025 - Sanjeev Sharma Episode transcripts For full access to analyst ratings, stock quant scores and dividend...
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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: Steven Cress' Top 10 Stocks For 2026 2026 Top Stocks Mid-Year Performance Review (Video) Episode transcripts For full access to analyst ratings, stock quant scores and dividend…
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Biotech euphoria driven by fundamentals
Jonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40) Show Notes: Vertex to acquire...
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We're in (the early stages of) a bubble
Analyst Clem Chambers 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 technicals and financials, be suspicious of words (16:40) Soft spot for ETFs (24:55) Highlighting Neo Performance Materials…
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Tax alpha with Raul Shah: Roth conversions
Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When...
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Great market expectations
Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech...
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What's driving the price of gold
Axel Merk, who manages ~$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 (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage…
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The REIT rally
Hoya Capital's David Auerbach 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 (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded…
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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 Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing...
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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) Trulieve, uplistings and cannabis ETFs (18:10)...
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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 Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25) Show Notes: Know When To Hold 'Em And When To Fold 'Em A Free Peek Inside The Quant Growth & Income…
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Trend following, technical analysis and why price means everything
Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50) Episode…
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Tax Alpha: Thoughtful asset location
Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the least in taxes. Leave us a comment about any tax topics you'd like to see discussed in this series. Show Notes:...
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Mispriced REITs, AI immunity, and the next real estate cycle
High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for…
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Where the best income opportunities are now
Will Barton from High Dividend 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 estate (19:50) High yield preferreds (26:05) Show Notes: Will Barton Talks High Dividend Opportunities...
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George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10) Show Notes: Blue Owl Capital: Don't...
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Netflix, Disney, WBD and the streaming media landscape
Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely...
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Fundamentals over everything
Sara Awad from Tech Contrarians 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 (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50) Show...
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Everybody wants to panic sell. Don't.
Gary Vaughan from Daily Stock Picks 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 specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10)...
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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) Episode transcripts Show Notes: Micron, Credo, Lumentum…
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2 dividend plays, taking profits, and dry powder
David Alton Clark, who runs Retirement Income Warrior, 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 (23:20) Show Notes: Commanding Retirement Income: A Disciplined Framework for Retirement...
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Ben Carlson: long-term investing still wins - even when it feels wrong
Portfolio Manager, Author, Podcaster 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 safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season:...
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Blue Owl Capital: Don't believe the (negative) hype
High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Show Notes: Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong...
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AI capex surge, bottlenecks, and the race for ROI
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock…
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Micron, Credo, Lumentum: 3 AI strong buys
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of…
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The cure for FOMO with Tech Contrarians
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs....
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Real yields, oil, conflict scenarios
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand...
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Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
Victor Dergunov, The Financial Prophet, 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 the tech sector (21:00) Show Notes: Why I Remain Constructive On U.S. Markets $100 Oil: Short-Term…
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Avoid S&P + bonds, buy gold + energy - George Noble
Renowned investor 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 coal mine (36:30) Show Notes: Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026...
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UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
Raul Shah from DocShah Financial 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 (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20) Show Notes: Forget The Price Of A…
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Value + quality + cash flow is king
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National…
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Steven Cress' 3 REITs for inflationary, heated times
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30) Show Notes: Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than...
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War, $200 oil, and the market’s reckoning
Global portfolio strategist James Kostohryz 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 (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20) Show Notes:...
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Investing Experts currently has 384 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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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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