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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

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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35:33

Inflation hedging: top 10 quant high-yield dividend...

Investing Experts ·

2024/06/13

Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent webinar.Show Notes:How Our Dividend Safety Grades WorkUniversity of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The

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39:31

Dividend and growth stocks for an overvalued market...

Investing Experts ·

2024/06/10

David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20).Show Notes:T. Rowe Price: A Dividend Aristocrat With 25% Upside PotentialDuke Energy reaches clean energy supply deals with Amazon,

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35:32

Bitcoin's beautiful bull market with Crypto Waves'...

Investing Experts ·

2024/06/04

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)Show Notes:Ethereum Can't Seem To Catch BitcoinWere The Bitcoin Spot ETFs A Big Flop?Spot ether ETFs receive initial clearance – so what?BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin

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9:03

NewLake Capital, IIPR and cannabis REITs

Investing Experts ·

2024/05/30

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.Show Notes:My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In GrowthInnovative Industrial Properties: 7.2% Dividend With Visible Near-Term CatalystBengal Capital

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38:17

Top quant stocks across 11 market sectors with Steven...

Investing Experts ·

2024/05/29

Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar.Show Notes:University

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38:12

Event-driven strategies, commodities, and writing...

Investing Experts ·

2024/05/28

Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).Show Notes:Capri Holdings earningsFed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin NeutralityInside Arbitrage investing

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13:51

Psychedelics closer to commercialization; Compass far...

Investing Experts ·

2024/05/23

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).Show Notes:Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatmentDe-Risking Psychedelics: Compass

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32:21

Victor Dergunov talks amazing AI run, rolling...

Investing Experts ·

2024/05/22

Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).Subscribe to Victor's investing group, The Financial ProphetShow Notes:The S&P 500: Is The Pullback Over?Tesla: Don't Panic And Consider Buying The DipPalantir's Cheap, Bitcoin, Altcoins,

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30:59

J Mintzmyer's note of caution on shipping

Investing Experts ·

2024/05/21

Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).Show Notes:J Mintzmyer On Red Sea Disruptions And 2 Key

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55:19

Fed Trader talks TLT, Nvidia bullishness, Tesla...

Investing Experts ·

2024/05/20

Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).Show Notes:Tesla: Company Risk If They Don't Slow Factory GrowthCPI Stopped On The ScrewsHow Investors Should Think About AI, Micron, Tesla

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35:48

There will be great opportunities to buy this market,...

Investing Experts ·

2024/05/15

Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).Show Notes:S&P 500 Earnings Season Suggest A Dire 2024 ForecastStagflation

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37:27

Capital imbalances and why David Daglio is a reformed...

Investing Experts ·

2024/05/10

David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).Show Notes:T-Bills, gold and macro volatilityCopper retakes $10K/ton as bullish

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11:56

Nvidia and tech stock paradoxes with Joe Albano

Investing Experts ·

2024/05/02

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.Subscribe to Joe's Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia earnings grades and estimatesEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend

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43:04

Roundtable discussion on gold, tech, bitcoin, country...

Investing Experts ·

2024/04/26

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).Show Notes:EWW: No Wall Of Worry Here, Mexico ETF Still Looking UpSungarden

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31:51

Reddit - Julian Lin's top conviction idea

Investing Experts ·

2024/04/25

Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).Julian's Best of Breed Growth StocksShow Notes:Reddit Stock IPO:

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34:25

Equity investing is about the way things are, not the...

Investing Experts ·

2024/04/22

Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).Show Notes:Dow: Where Long-Term And Short-Term Investing Collide60/40 Investing: A Forward-Looking Analysis3M: Perfect Example Of Why Stock Ratings Are OverratedPortfolio Construction, Options And Covered Call ETF

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44:10

Magnificent 5 or 7? Earnings preview with Steven Cress

Investing Experts ·

2024/04/21

Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).Show

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