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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

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All Episodes

36:35

Psychedelic stocks: focus on their cash

Investing Experts ·

2024/08/15

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?Read

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36:37

Will crypto cream rise to the top?

Investing Experts ·

2024/08/14

Mike Fay shares why the crypto market is difficult to navigate these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on crypto - why we have to pay attention (30:10).Read the transcriptShow Notes:Q2 Earnings: Hut 8 Needs AI To WorkLTCN:

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37:43

Keep calm and buy bitcoin

Investing Experts ·

2024/08/11

Crypto Waves' Ryan Wilday addresses bitcoin's concerning price action (0:30). Why technical analysis is salient to understanding crypto markets (5:30). Why he's not a fan of the miners (13:45). Trump, RFK, and Harris: crypto in election season (18:35). Not excited about ether's price action (23:05). Keep it simple with bitcoin ETFs (26:10).Read the transcriptShow Notes:Bitcoin's Beautiful Bull Market Ethereum Can't Seem To Catch BitcoinBitcoin Is In The Buy ZoneTrump's new 'Crypto First' mantra has

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33:02

Global economic outlook: How we got here; where are...

Investing Experts ·

2024/08/07

What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in

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28:46

Looking for bargains during market uncertainty with...

Investing Experts ·

2024/08/06

Seeking Alpha's VP of Quantitative Strategy Steven Cress shares the importance of detaching emotionally from volatile markets and relying instead on data driven models (0:30). Will dividend stocks pay the price or reap the rewards of market volatility? (8:00) Is now the time to let winners run? (12:45) Reassuring economic data (16:00). Harris + Trump stock ideas (21:35). No fear around recent tech sell-off (23:55).Show Notes:Buckle Your Seat Belt: Dividend Stocks For Market TurbulenceTop 5 Stocks If

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27:23

Be slower to sell your winners and quicker to sell...

Investing Experts ·

2024/07/31

Why IPOs are the best and the worst investment according to Logan Kane (0:40). How can behavioral finance make us better investors? (2:05) When should investors cut their losses and close out profits (10:30). IRAs, tax advantages and constructing a portfolio (20:00). What to buy in a bear market (21:25). Best metric for high quality small caps (25:20). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.Show Notes:Party Like It's 1999: Market

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34:58

Tech bull market just getting started - Dan Ives

Investing Experts ·

2024/07/30

Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55)

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38:22

The top we strike could be a very long-term market...

Investing Experts ·

2024/07/23

Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).Show Notes:Citibank And JPMorgan: Very Troubling Results For The Banking IndustryNewmont: Healthy

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31:52

New age for crypto with John D'Agostino, John Hoffman...

Investing Experts ·

2024/07/22

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.Read the transcriptShow

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32:52

Baby bonds, cash flow and portfolio agnosticism with...

Investing Experts ·

2024/07/15

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).Read the transcriptShow Notes:Is The JEPI

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54:19

Top 10 stocks 2nd half 2024 with Steven Cress

Investing Experts ·

2024/07/11

Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1

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33:48

Raymond James' Larry Adam on possible rate cuts,...

Investing Experts ·

2024/07/10

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of

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37:18

Steven Bavaria takes investors inside the income factory

Investing Experts ·

2024/07/03

Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).Learn more about Inside the Income FactoryShow Notes:The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)ECC And OXLC: Climbing The

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44:50

Date your stocks, don't marry them - Jonah Lupton

Investing Experts ·

2024/07/01

Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)Learn more about Fundamental Growth InvestorShow Notes:Riding Uber From Cash Burn To Cash Cow: Mini Deep Dive On UberThe Future Of Energy Drinks: Mini

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31:58

3 best summer travel stocks with Steven Cress

Investing Experts ·

2024/06/30

Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.Check out Alpha PicksShow Notes:Top 3 Travel Stocks (SA Quant)Global airline revenue expected to reach nearly $1 trillion in 2024Top 4 July Stocks: Hot Month For

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46:15

Who doesn't feel comfortable owning Apple? Nvidia's...

Investing Experts ·

2024/06/27

How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale for $199!Show Notes:Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge InsteadApple, We Believe, Can Reach $328/Share Tech Volatility Is A Feature Not

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23:24

REITs are a deep value opportunity - Hoya Capital

Investing Experts ·

2024/06/26

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).Learn more about Hoya Capital Income BuilderShow Notes:State Of REIT Nation: Waiting At The BottomREITs said to have reported a surge in capital raising activities in MayConsumer

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31:28

Shipping trends: J Mintzmyer and Edward...

Investing Experts ·

2024/06/24

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.J Mintzmyer's Value Investor's EdgeShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsMay's CPI cools more than expected, with core CPI rising 3.4% Y/YJ Mintzmyer's Note Of

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8:27

Market anxiety, risk repricing and holding cash

Investing Experts ·

2024/06/24

Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).Reading The Markets by Mott CapitalShow Notes:Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'There Will Be Great Opportunities To Buy

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7:24

Nvidia as religion and why we're due for a...

Investing Experts ·

2024/06/23

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)Subscribe to Joe Albano's Tech CacheShow Notes:Switzerland Cuts Rates Again As Fed Holds SteadyAI Tiers And Taking Profits In TechBank of Canada cuts rates for the first time in four yearsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend

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331 results

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