Podcast
Investing Experts
Hosted by Seeking Alpha · EN
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
23episodes
Episodes
Newest firstAll episodes
Steven Cress' top 10 stocks for 2026 (mid-year review)
4d ago00:30:47Tap to summarizeSeeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. Register here for Top Stocks H2 2026!Show Notes:Steven Cress' Top 10 Stocks For 20262026 Top Stocks Mid-Year Performance Review (Video)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Biotech euphoria driven by fundamentals
5d ago00:30:15Tap to summarizeJonathan 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 Crinetics Pharmaceuticals in $10B dealMaking Money In Biotech StocksEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →We're in (the early stages of) a bubble
1w ago00:55:10Tap to summarizeAnalyst 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 (31:45)Show Notes:How Much Further Will Gold And Silver Run?Intel Stock: Why The Trump Call Won't FailaNewFNEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Tax alpha with Raul Shah: Roth conversions
2w ago00:28:13Tap to summarizeWelcome 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 conversions don't make sense (19:15)Show Notes:Tax Alpha With Raul Shah: Thoughtful Asset LocationUnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul ShahEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Great market expectations
4w ago01:00:16Tap to summarizeNext-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 stocks (38:45) Private credit picks (52:00)Show Notes:SpaceX: The Most Misunderstood IPO In Decades The Terrifying Truth Behind The SpaceX IPO The Fed Is Looking Through The May CPI Report Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →What's driving the price of gold
4w ago00:43:09Tap to summarizeAxel 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 to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05)Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →The REIT rally
4w ago00:29:06Tap to summarizeHoya 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 June 10, 2026Show Notes:REITs Are Boring And Boring Is GoodiREIT®+HOYA CapitalTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Small caps are back!
Jun 1100:52:44Tap to summarizeFor 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 (41:00)Show Notes:Investing In Small Caps With Courage And ConvictionBuzzFeed: Sum Of The Parts Upside Has Yet To Play OutTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Market shifts from risk on to risk off
Jun 1000:50:57Tap to summarizeDavid 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) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)Show Notes:The Death Of Buy And Hold Has Been Greatly ExaggeratedTaking Note Of Market PatternsMarket MisbehaviorTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →3 growth & income stocks to buy + Steve answers your questions
Jun 700:40:03Tap to summarizeSteve 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 'EmA Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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