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
26episodes
Episodes
Newest firstAll episodes
Tax Alpha with Raul Shah: Backdoor Roth, Mega Backdoor Roth
1w ago00:20:04Tap to summarizeRaul Shah explains nuances and provides setups of Backdoor Roth and the Mega Backdoor Roth.Show Notes:Tax Alpha: Roth ConversionsUnitedHealth, 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 →Steven Cress' Top 2 Stocks H2 2026
Jul 1600:38:13Tap to summarizeSteven 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 2026Top Stocks For H2 2026! (Replay)Steven Cress' Top 10 Stocks For 2026Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Predicting S&P 500 at 6,300 - 6,500 by year end
Jul 1500:25:57Tap to summarizeSanjeev 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 2026S&P 500: 7,000 Target For 2025 - Sanjeev SharmaEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Steven Cress' top 10 stocks for 2026 (mid-year review)
Jul 900:30:47Tap to summarizeSeeking 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 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
Jul 800:30:15Tap 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
Jul 700:55:10Tap 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
Jul 100:28:13Tap 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
Jun 1701:00:16Tap 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
Jun 1600:43:09Tap 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
Jun 1500:29:06Tap 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
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