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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

45:25

CashFlow Hunter on pair trading, 3M and Iris Energy

Investing Experts ·

2024/03/28

CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingShow Notes:3M's Spin-Out Of Solventum - My Thoughts On The Newco And The OldcoNew York Community Bancorp: Follow The Smart (And Connected) MoneyHow To Short Stocks; Bitcoin Miners, Energy Picks And A

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37:02

Upside/downside tug of war

Investing Experts ·

2024/03/27

Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).Show Notes:GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong FundamentalsZscaler: Stronger Margins And Wider Enterprise Adoption

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27:42

Jared Dillian on market sentiment and private...

Investing Experts ·

2024/03/20

Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (14:55).Episode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha

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50:38

Understanding bull and bear market cycles with Jon...

Investing Experts ·

2024/03/13

Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors to profit is to buy inverse ETFs (39:25). Stocks that make sense in this environment (45:30).Episode transcripts with commentsShow Notes:Is It 1929 Deja Vu All Over Again?The Fed Is Talking About Rate Cuts Because They

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16:45

S&P 500: 6,000 by end of 2024 - Sanjeev Sharma

Investing Experts ·

2024/03/08

Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).Show Notes:S&P 500 Prediction For 2024: 6,000 By Year EndS&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income FormulaCutting interest rates too soon could reverse progress on inflation: Powell to CongressS&P Homebuilders ETFEpisode

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50:29

Small cap nuance with Courage & Conviction Investing

Investing Experts ·

2024/03/04

Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).Show Notes:Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive CatalystWhy Root's Management Doesn't Want To Sell For $19.34Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull

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33:43

Yimin Xu on bond market equilibrium and deciphering...

Investing Experts ·

2024/02/29

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).Show Notes:Will This Market Go Higher Than Anyone Expects?Should We Trust Economic Data? With Danielle DiMartino BoothWall Street Lunch: January CPI Comes In HotGrowth Investor Pro by Cestrian

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36:31

David Trainer likes energy, JPMorgan over S&P; Uber,...

Investing Experts ·

2024/02/28

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock; Ford, GM Have Scalability And ExpertiseTesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued StocksIt's All About LiquidityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades,

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36:09

Don't rely on past performance

Investing Experts ·

2024/02/26

Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).Show Notes:My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)Embracing The Mania And Yield At A Reasonable PriceIZRL: Long-Term Comeback Candidate, Strong BuySeeking Alpha's Quant PerformanceThe Key To Investing Success Is Being Wrong A LotEpisode transcriptsFor

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28:15

If you can predict cash flow you can predict stock...

Investing Experts ·

2024/02/22

Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30).Show Notes:'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction InvestingJEPI: Much To Be Desired In 2024SPYI: Outperforming Both JEPI And XYLD In 2023$2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin

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25:31

Letting winners run - Steven Cress on Alpha Picks'...

Investing Experts ·

2024/02/16

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).Show Notes:Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven CressDividend Picks For Growth And Safety With Steven CressAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha

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25:49

Should we trust economic data? With Danielle...

Investing Experts ·

2024/02/14

Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15)Show Notes:Wall Street Breakfast: Trust The DataJanuary CPI Comes In HotUS2Y and US10Y jump to 2024 highs after stronger CPI printEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as

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54:15

Super Bowl streaming, Disney deep dive and why...

Investing Experts ·

2024/02/13

Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).Show Notes:Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't DeadParamount gains as Super Bowl audience surges to 126.6M viewersThe Walt Disney Company Q1 2024 Earnings Call TranscriptDisney/Fox/Warner sports streamer shakes up market, though big

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41:53

J Mintzmyer on Red Sea disruptions and 2 key shipping...

Investing Experts ·

2024/02/06

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.Subscribe to J's Value Investor's EdgeShow Notes:J Mintzmyer's 2 Favorite TankersJ Mintzmyer Unpacks Cyclical And Fickle Shipping

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18:54

5 cannabis stocks and how retail investors should...

Investing Experts ·

2024/01/31

Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Show Notes:Senate Democrats urge DEA to end marijuana restrictions completelyCannabis stocks rally as support builds for DEA reschedulingHHS document shows recommendation to

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44:59

Embracing the mania and yield at a reasonable price

Investing Experts ·

2024/01/29

Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).Show Notes:XLI: Great Set Of Blue Chip Stocks, Sending Mixed MessagesJD Henning Cautious About 2024, An Unusual Year For Market Considerations2024: The Year Of Living DangerouslyMy Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)Seeking Alpha's Quant PerformanceEpisode transcriptsFor full

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44:19

Biotech and pharma diversification pays off

Investing Experts ·

2024/01/25

Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05).Show Notes:CRISPR/Vertex gene editing therapy approved in U.S. for

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36:07

JD Henning cautious about 2024, an unusual year for...

Investing Experts ·

2024/01/17

JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).Episode transcriptsShow Notes:Webinar Replay: JD Henning's Momentum Breakout Models For 2024MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024Tracking Flows Of Smart Money With JD

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43:57

KCI Research on REITs, dividends and contrarian...

Investing Experts ·

2024/01/11

KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).Episode transcriptsShow Notes:Antero Resources: Buy The Forgivable DipRealty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done

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22:37

Chris DeMuth sure likes uranium and SHFS + 3...

Investing Experts ·

2024/01/09

Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).Subscribe to Chris' Sifting The WorldEpisode transcriptsShow Notes:SHF Holdings: My One StockChris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings BullishnessChris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings2024 - Liquidia, Burford, And RoivantFor full access to analyst ratings, stock quant

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331 results

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