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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

24:26

Tech titans' AI strategy

Investing Experts ·

2025/07/30

The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance. We've had a handful of guests discuss mega cap tech stocks recently so we thought we'd include some of their insights in one episode. Show Notes:Magnificent 7 Now The Troubling 3, Underscores Market WeaknessNetflix Is Still KingMarket Sentiment Is A Powerful Thing - Joe Albano, Tech CacheHigh

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32:11

Waiting on tech earnings, don't overplay market...

Investing Experts ·

2025/07/23

CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).Show Notes:July 2025 Commentary And Economic OutlookUnderstanding

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26:25

3 tariff resistant stocks from Steven Cress

Investing Experts ·

2025/07/22

Steven Cress explains why tariffs are back in focus (0:30). US-centric stocks, ATI pick 1 (8:30). Sterling Infrastructure pick 2 (10:35). Bank of America pick 3 (14:00). 52-week highs, when stocks are appropriate buys (17:40). Pro Quant Portfolio and Alpha Picks (19:30). This is an excerpt from last week's webinar, 3 Strong Stocks To Hedge Against Tariff Pressure.Show Notes:Tariffs Reignited: Best Stocks To Buy NowSector market dataEpisode transcriptsFor full access to analyst ratings, stock quant

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41:25

Compelling buys, stellar tech moves with The...

Investing Experts ·

2025/07/16

Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20).Show Notes:Why The Market May Hit A Wall HereHere's Why I Increased My Tesla PositionAlphabet: Still A BuyPalantir: It's Just Too Expensive HereEpisode transcriptsFor full access to

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46:14

High conviction ideas with next gen investors

Investing Experts ·

2025/07/14

Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed creating money out of thin air (25:15). China in focus (28:00). Nu Holdings' disruption (32:50). Mega caps eat the world (38:55).Show Notes:Nu Holdings: The Only Fintech In My Portfolio Right NowGrab Q1 2025: It's Delivering Exactly What I HopedPrivate Payrolls Shed Jobs For The First Time In YearsUber

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51:30

Netflix is still king

Investing Experts ·

2025/07/09

Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is a joke (9:20). Metrics to look at - ARPU, very important (14:15). Netflix is still king (16:20). Disney's an interesting one (25:55). Warner Brothers' rebranding (33:30). DIRECTV doing some cool stuff, NFL free on YouTube, new Amazon numbers, Peacock still losing money (38:40).Show Notes:Super Bowl Streaming, Disney Deep Dive And Why Numbers Don't

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29:07

Magnificent 7 now the troubling 3, underscores market...

Investing Experts ·

2025/07/02

Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).Show Notes:Wall Street ends at a record high after U.S-Vietnam trade

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42:08

The death of buy and hold has been greatly exaggerated

Investing Experts ·

2025/06/30

David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuations have become extreme (14:30). The death of buy and hold has been greatly exaggerated (17:30). Tesla the outlier (20:30). Counterintuitive moves in the dollar and oil (23:25). Bitcoin's technicals and practical value (30:40).Show Notes:Taking Note Of Market PatternsMarket Sentiment Is A Powerful

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24:07

In shipping, global macro matters more than ever - J...

Investing Experts ·

2025/06/27

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30).Show Notes:Why J Mintzmyer Is Short Walmart And Long 3 Shipping StocksDisruptions And Delays Usually Bullish For Shipping RatesJ Mintzmyer's Note Of Caution On

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31:09

Robotaxi concerns, a healthier Nvidia, AMD momentum...

Investing Experts ·

2025/06/26

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).Show Notes:Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy CallDeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking AboutStressful Markets, But

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23:39

Danielle DiMartino Booth on jobs, oil, Powell,...

Investing Experts ·

2025/06/25

Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals (18:00). Oil supply and demand (19:00). Bitcoin: more counter-intuitiveness (21:40).Show Notes:Danielle DiMartino Booth On America's Game Of ThronesShould

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38:51

Market sentiment is a powerful thing - Joe Albano,...

Investing Experts ·

2025/06/24

How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valuation is not enough to get an edge (21:10). Tariff costs and AI spending (24:30). Mega-caps and momentum (33:30).Get 20% off Tech Cache!Show Notes:Meta Platforms: Sucking In The BullsBitcoin Has Opened The Door To Rally Deep Into All-Time Highs (Technical Analysis)fuboTV Overcame The OddsRubrik: The

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56:26

Steven Cress' top 10 stocks for H2 2025

Investing Experts ·

2025/06/23

Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Picks #7-10 (45:20). This is an excerpt from Top Stocks For H2 2025.Get 20% off Alpha Picks and PRO Quant Portfolio!Show Notes:Steven Cress' Top 2025

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39:59

It all starts with risk management

Investing Experts ·

2025/06/19

Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and markets (5:00). Disney's dog collar (13:30). Managing risk in the current environment, including technical analysis (20:50). Strategy risks (30:00).Get 20% off Sungarden Investors Club!Show Notes:Disney: The Magic Of Option Collars When Stocks Fly Like Peter PanMarkets And Dividend Investing Are Evolving - How To Take AdvantageS&P 500: Respond To War

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23:20

Getting deep value returns with Michael Wiggins De...

Investing Experts ·

2025/06/16

Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio returns in 2024 and 2025 (17:40).Show Notes:Super Micro Computer: At 22x FCF, This Is A StealDocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm LongEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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77:37

Fiscal headwinds and unrealistic S&P EPS growth with...

Investing Experts ·

2025/06/12

James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).Show Notes:Will War Trigger A Bear Market And Spike In Oil?Will Macroeconomic Shocks Lead To Business Cycle Recession?Is Elon Musk Right About A

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13:10

GameStop: can bitcoin bet and billions in cash offset...

Investing Experts ·

2025/06/11

Taking a closer look at GameStop, its bet on Bitcoin and billions in cash. You may think video games and malls, but Seeking Alpha analysts, our news team, and GME's Virtual Analyst Report, tell a story of a pretty fundamental change happening.Show Notes:GameStop Has A Unique Ability To Deploy Its Cash Unlike Any Other Investment FundGameStop: Priced For Turnaround Perfection (Technical Analysis)GameStop reports $6B+ in cash, no new Bitcoin purchases since the last updateEpisode transcriptsFor full

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32:38

Market pricing in status quo + valuation can only...

Investing Experts ·

2025/06/04

The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).Show Notes:No Growth, No

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8:01

Bitcoin's just another asset

Investing Experts ·

2025/05/29

Why Clem Chambers, CEO of Online Blockchain plc, is a huge optimist on blockchain, but not on established players (0:20). Blockchain more interesting than Bitcoin (4:10). Not a fan of the ETFs (6:15). This is an excerpt from a recent episode.Show Notes:Kirk Spano On Bitcoin, Options Selling And A Choppy 2025Bitcoin Vs. Gold: What Investors Should KnowIBIT ETF sees surge in inflows as bitcoin nears all-time highEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend

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44:09

Don't over invest in the U.S.

Investing Experts ·

2025/05/23

Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)Show Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageSmall Cap

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