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
19episodes
Episodes
Newest firstAll episodes
Great market expectations
2w 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
2w 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
2w 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!
3w ago00:52:44Tap 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
3w ago00:50:57Tap 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
3w ago00:40:03Tap 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
Transcribe →Trend following, technical analysis and why price means everything
4w 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
4w 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
May 2600:30:31Tap 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
May 2000:37:10Tap 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
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