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
13episodes
Episodes
Newest firstAll episodes
Trend following, technical analysis and why price means everything
6d ago00:40:04Tap to summarizeMike 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 transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Tax Alpha: Thoughtful asset location
1w ago00:20:33Tap to summarizeWelcome 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:UnitedHealth, 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 →Mispriced REITs, AI immunity, and the next real estate cycle
2w ago00:30:31Tap to summarizeHigh 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 NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Transcribe →Where the best income opportunities are now
3w ago00:37:10Tap 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
3w 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
4w 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
4w 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.
4w 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
May 500:36:32Tap 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
Apr 2300:42:00Tap 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.
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