Podcast
Investing Experts
Hosted by Seeking Alpha · ENGLISH
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
Transcripts: seekingalpha.com/author/investing-experts-podcast
355episodes
Episodes
Newest firstAll episodes
Where the best income opportunities are now
Yesterday00:37:10Tap to summarizeWill 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 OpportunitiesEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
3d ago00:56:17Tap to summarizeLegendary 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 Believe The (Negative) HypeAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcribe →Netflix, Disney, FuboTV, WBD and the streaming media landscape
6d ago00:52:16Tap to summarizeStreaming 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 one to keep an eye on (27:10) Sports viewership data and methodology (37:30)Show Notes:There Is No Streaming WarWorldCupstreaming.comDanRayburnPodcast.comRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Fundamentals over everything
1w ago00:44:34Tap to summarizeSara 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 Notes:AMD, Arm gain server CPU share at Intel's expense in Q1: UBSThe Cure For FOMO With Tech ContrariansRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Everybody wants to panic sell. Don't.
1w ago00:46:40Tap to summarizeGary 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) Trump's trip to China (35:00)Show Notes:Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)Know When To Hold 'Em And When To Fold 'EmCredo Technology Group: The Valuation Looks Absurd Until You Do The MathEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Know when to hold 'em and when to fold 'em
2w ago00:36:32Tap to summarizeSteven 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 transcriptsShow Notes:Micron, Credo, Lumentum: 3 AI Strong BuysSteven Cress' Top 10 Stocks For 20263 Stocks To Buy From Alpha Picks/Pro Quant PortfolioFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →2 dividend plays, taking profits, and dry powder
4w ago00:42:00Tap to summarizeDavid 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 Income Generation, Wealth Creation, and Capital PreservationInvesting Experts transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcribe →Ben Carlson: long-term investing still wins - even when it feels wrong
4w ago00:45:05Tap to summarizePortfolio 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: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)Show Notes:Blue Owl Capital: Don't Believe The (Negative) HypeRisk and Reward: How to handle market volatility and build long-term wealthInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcribe →Blue Owl Capital: Don't believe the (negative) hype
Apr 1600:51:13Tap to summarizeHigh 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 WrongInvesting Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Investing Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcribe →AI capex surge, bottlenecks, and the race for ROI
Apr 900:55:59Tap to summarizeTwo 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 mispricings (37:00) Meta's macro backdrop (47:00)Show Notes:Why Meta Is The Best Positioned Hyperscaler In 2026Top 5 Stocks For AI's Optical Revolution In 2026Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →