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PODCAST

Investing Experts

Seeking Alpha"s deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast

business investing

All Episodes

29:56

This is about business cycles, not who's going to be...

Investing Experts ·

2024/11/04

The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.Show Notes:These 3 Indicators Predict

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26:16

Bitcoin vs. gold: what investors should know

Investing Experts ·

2024/11/03

Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.Show Notes:Gold: The Rally Is Likely To ContinueKeep Calm And Buy

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32:40

Energy additions, not transitions and navigating a...

Investing Experts ·

2024/11/02

Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.Show Notes:Coterra Energy's Careful GrowthWhy APA Corporation Stock Is A Bargain NowRead our

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38:08

Tech stocks: staying ahead of the curve

Investing Experts ·

2024/10/31

What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.Show Notes:AI Tiers And Taking Profits In Tech With Joe Albano, Tech CachePalantir's Cheap, Bitcoin, Altcoins,

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33:13

AI, data centers and energy demand

Investing Experts ·

2024/10/30

Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).Show Notes:Generative AI's Chartreuse Adoption MomentEnergy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?U.S. And Global Energy

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56:39

Will war trigger a bear market and spike in oil?

Investing Experts ·

2024/10/21

James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).Show Notes:Successful Portfolio StrategyUS Inflation Scenarios: War-Induced Oil-Price ShocksU.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strikeRead our

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7:46

Banks, thrifts and takeover candidates

Investing Experts ·

2024/10/17

Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.Find out more about Sifting the WorldRead the transcript!For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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34:04

REITs: very bond-like

Investing Experts ·

2024/10/15

Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10)

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46:40

6 fundamentally strong beaten-up stocks with Steven...

Investing Experts ·

2024/10/07

Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27. Episode transcriptsShow Notes:6 Beaten Down Stocks Rated BuyQuant Ratings & Factor Grades FAQAlpha PicksFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to

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50:39

Buying opportunities in biotech and pharma with...

Investing Experts ·

2024/10/06

Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).Episode transcriptsShow Notes:The Role Of AI In PharmaceuticalsKirk Spano's

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30:59

Disruptions and delays usually bullish for shipping...

Investing Experts ·

2024/09/30

Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure

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41:57

Get your winners to pay for your losers with Chris...

Investing Experts ·

2024/09/25

Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.Episode transcriptsShow Notes:Investing Lessons From The World Series Of PokerFannie And Freddie: My Favorite Trump StocksIs Enhabit Dead? Not Quite YetUS Steel gains after arbitration panel rules in its

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33:36

'We're pretty cheap at the moment' - Cybin CEO Doug...

Investing Experts ·

2024/09/19

Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock

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42:48

Where energy and tech meet; oil & gas fundamentals...

Investing Experts ·

2024/09/16

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy

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21:03

Why Ahmed Abdelazim likes small + mid-cap stocks

Investing Experts ·

2024/09/12

Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20).Episode transcriptsShow Notes:Peloton: A Fragile

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43:33

Tanker markets and why International Seaways is...

Investing Experts ·

2024/09/11

J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20)

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21:35

Prudently bearish with David Tice and Rob Isbitts

Investing Experts ·

2024/09/06

David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50).Read episode transcriptsShow Notes:S&P 500 Sector Analysis: Start Thinking DifferentlyA Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading')1987 Vs. 2024: 5 Ways To

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38:45

High yield investing with Samuel Smith

Investing Experts ·

2024/08/29

High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)Read episode transcriptsShow Notes:High Yield LandlordStocks Lagging The Ongoing Market ReversalWhat I Wish I Knew Before Buying REITsHigh-Yielding Fast-Growers I

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36:20

The broad market has not participated in this rally

Investing Experts ·

2024/08/27

Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).This is an excerpt from a recent webinar, What's Next For The Magnificent 7?Read episode transcriptsShow Notes:Quant

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37:24

Markets and dividend investing are evolving - how to...

Investing Experts ·

2024/08/19

Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55).Read episode transcriptsShow Notes:Here's My 40-Stock Dividend Portfolio, And How It Works1987 Vs. 2024: 5 Ways To Separate Myth From RealityStarbucks: I'd Rather Be Lucky Than Good For

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331 results

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