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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

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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37:31

Buying to the bottom in gold & silver with Don Durrett

Investing Experts ·

2024/04/18

Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).Subscribe to Don's Gold & Silver Mining IdeasShow Notes:Jaguar Mining: An Undervalued Mid-Tier Gold ProducerGDX Vs. GDXJ: Which One Is Better?Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsGold, Silver And Why All Mining Stocks Are

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42:29

AI tiers and taking profits in tech with Joe Albano,...

Investing Experts ·

2024/04/15

Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).Subscribe to Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The BeneficiariesAMD And Nvidia: Engagements Vs

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18:54

Carvana, Vroom, BuzzFeed, Encore Wire - getting paid...

Investing Experts ·

2024/04/04

Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped'Stay Hungry, Stay

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331 results

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