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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

51:13

Blue Owl Capital: Don't believe the (negative) hype

Investing Experts ·

2026/04/16

High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30)Show Notes:Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is WrongInvesting Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Investing Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to

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55:59

AI capex surge, bottlenecks, and the race for ROI

Investing Experts ·

2026/04/09

Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)Show Notes:Why Meta Is The Best Positioned Hyperscaler In 2026Top 5 Stocks For AI's Optical Revolution In 2026Episode transcriptsFor full access to analyst ratings,

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31:45

Micron, Credo, Lumentum: 3 AI strong buys

Investing Experts ·

2026/04/07

Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40)Show Notes:Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%The Cure For FOMO With Tech Contrarians3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to

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33:56

The cure for FOMO with Tech Contrarians

Investing Experts ·

2026/03/31

Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)Show Notes:Tech Tug Of War: Fear Vs. GreedAI, chip stocks jump as Trump hints at ending Iran war within weeksRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking

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71:11

Real yields, oil, conflict scenarios

Investing Experts ·

2026/03/31

James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)Show Notes:US Inflation Scenarios: War-Induced Oil-Price ShocksWar, $200 Oil,

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39:36

Sell, hedge, rotate: Victor Dergunov's strategy for a...

Investing Experts ·

2026/03/26

Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)Show Notes:Why I Remain Constructive On U.S. Markets$100 Oil: Short-Term Pain For Long-Term GainLofty Valuations, Overheated Technicals - Managing Market Risk With Victor DergunovEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades,

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42:05

Avoid S&P + bonds, buy gold + energy - George Noble

Investing Experts ·

2026/03/19

Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)Show Notes:Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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44:42

UnitedHealth, Hims & Hers, Gambling.com - value...

Investing Experts ·

2026/03/18

Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)Show Notes:Forget The Price Of A Stock. What Is It Worth?Hims & Hers Health And Devon Energy - Raul Shah's Hot TakeGambling.com: Undervalued Company With Tremendous Potential UpsideHims & Hers Health: The Juice Is Worth The

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27:29

Value + quality + cash flow is king

Investing Experts ·

2026/03/12

Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)Show Notes:Unlocking Dividend Growth With The Dividend KingsEnbridge: When Quality Is

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32:27

Paying dividends: Steven Cress' 3 REITs for...

Investing Experts ·

2026/03/04

Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)Show Notes:Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected6 Smart Stock Ideas For A Barbell Strategy3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades,

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69:47

War, $200 oil, and the market’s reckoning

Investing Experts ·

2026/03/04

Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)Show Notes:Will War Trigger A Bear Market And Spike In Oil?Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzStrait Of Hormuz: Main Focus Of Investors In Iran-Israel ConflictEpisode transcriptsFor

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46:54

Why Daily Stock Picks' Gary Vaughan likes large cap...

Investing Experts ·

2026/02/24

Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)Show Notes:Stock Pickers Better Know When They're Going To SellMore Volatility Ahead In This AI Bull MarketWhy Lumentum Wins Over Coherent (For Now)Episode transcriptsFor full

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49:18

Will Barton on High Dividend Opportunities

Investing Experts ·

2026/02/23

Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking

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52:44

This is a stock picker's market

Investing Experts ·

2026/02/19

Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)Show Notes:Nvidia Q4: Why Even A Record 'Beat' Could Sink The StockThe Mag 7 Hit A Critical LevelNot A Bear Market Yet, But It's Already A Stock Picker's DreamHigh Conviction Ideas With Next Gen InvestorsEpisode transcriptsFor full access to analyst ratings,

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35:43

Tech tug of war: fear vs. greed

Investing Experts ·

2026/02/12

Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)Show Notes:AI Spending Surge, Contrarian Take On Tech StocksNvidia And The H200 Landscape; Broadcom's Strategic PositioningRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe

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33:30

Profiting from growth and income with Retirement...

Investing Experts ·

2026/02/11

David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)Show Notes:Dividend And Growth Stocks For An Overvalued Market With David Alton ClarkTaking Profits For Yield And Growth With David

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49:22

Steven Cress' top 10 AI stocks

Investing Experts ·

2026/02/04

Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here.Show Notes:Alpha PicksSteven Cress' Top 10 Stocks For 2026Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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51:48

Investing Experts Live: Beth Kindig and Andres...

Investing Experts ·

2026/01/28

Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026.Show Notes:Bloom Energy Powering the AI RevolutionMercadoLibre: Top Quality Stock Deeply UndervaluedBloom Energy: Solving the AI Data Center Power BottleneckInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and

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49:10

Investing Experts Live: Steven Bavaria and Samuel...

Investing Experts ·

2026/01/28

Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: (FOF) and (OWL), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026.Show Notes:'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity FundMy Ultimate Contrarian Bet For 2026: Blue Owl CapitalInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha

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48:59

How to build your perfect portfolio with Cullen Roche

Investing Experts ·

2026/01/21

Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).Sign up for our Investing Experts live event on January 27: Top Ideas for 2026Show Notes:The Good Enough PortfolioDiscipline FundsRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades,

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