Investing Experts

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 access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Alpha Premium at seekingalpha.com/subscriptions

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, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Alton ClarkRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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

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 dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 Premium at seekingalpha.com/subscriptions.

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, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026!Show Notes:Alpha PicksSteven Cress' Top 2025 StocksSteven Cress Reviews His Top 10 Stocks For 2025Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50).Show Notes:Sifting the WorldCalifornia First Leasing Year-End ReviewCoreWeave: Core Needs A CollarRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).Show Notes:Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction BuyCannabis Investing In The Trump EraRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Seeking Alpha's Head of Quant, Steven Cress, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing risk; value and growth (11:10). Diving deeper into quant metrics and weightings (13:10).Show Notes:Top 10 Stocks For 2026Get Alpha Picks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).Show Notes:In Shipping, Global Macro Matters More Than EverBuy Cmb.Tech: Shipping Poised To Outperform Into 2026Why Dry Bulk Is A Top Pick In 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

Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)Show Notes:Netflix Is Still KingStreaming Media BlogRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).Show Notes:Realty Income: Undervalued, Underappreciated, And UnlovedRegions Financial: 4.31% Yield With Big Dividend GrowthRead Our TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results.Show Notes:Steven Cress' Top 2025 StocksRegister for Top Stocks 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45).Show Notes:Contrarian Plays And Real Asset Opportunities From Next Gen InvestorsHow To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).Show Notes:Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cutDon't Fear AI Bubble, There Will Be WinnersAI Spending Surge, Contrarian Take On Tech StocksEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45).Show Notes:Inflation Expectations, Tech Valuations, Healthcare OpportunitiesWhite House makes a robotics pushPrivate firms unexpectedly shed 32K jobs in November: ADP reportEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00).Show Notes:3 Best AI Stocks For The 2025 Santa RallyAlpha Picks3 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 Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).Show Notes:How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeWalmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should FearEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19.Show Notes:3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioTop Income And AI Growth StocksAlpha PicksEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05).Show Notes:REITs Are A Deep Value OpportunityWinners And Losers Of REIT Earnings SeasonEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).Episode TranscriptsShow Notes:KCI Research On REITs, Dividends And Contrarian InvestingApple: Cheapest Valuation In A DecadeRealty Income Shares Have Gone Nowhere For 7 Plus YearsRegister for Top Income & AI Growth Stocks Worth Watching on November 18: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature (1:00). OpenAI's spending spree (3:20). Big tech's CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Victor Dergunov shares why valuations matter more than ever, and how he's positioning The Financial Prophet portfolio (0:35). Palantir's evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).Show Notes:Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And GoldThe Correction Is Just Getting StartedCompelling Buys, Stellar Tech Moves With The Financial ProphetEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10).Show Notes:Will This Market Go Higher Than Anyone Expects?Tech Volatility Is A Feature Not A BugQuantum Names PopAll Cap Investing With Kirk SpanoEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Fundstrat economic strategist Hardika Singh shares why she's shocked by how strong this market has been despite so many curveballs thrown at it (0:30). News priced in this relentless bull market (8:00). ETFs and stock picking (13:15). Buying the dip will power us to new highs (19:20). Puzzling economic data (21:30). Gold's surprising rally (27:00).Show Notes:It Looks Like A Bubble, It Feels Like A Bubble, But It Isn'tURA  Global X Uranium ETFEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10).Show Notes:Finding Winners In Biotech, Probably The Riskiest SectorSyndax Pharmaceuticals: A Tale Of Two Drug LaunchesArcutis Biotherapeutics: Another Approval Under Their BeltEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

JD Henning, who runs Value and Momentum Breakouts, shares why following market signals is so important (0:30). Trading gold stocks (7:45). Highlighting beaten down healthcare (10:00). ETFs over single stocks (15:50). Favorite market ETFs (24:00). Crypto and gold sectors (26:30).Show Notes:Palantir, Tesla, Gold, And Market TimingBiotechs Accelerating To Overtake Gold RushJD Henning Cautious About 2024, An Unusual Year For Market ConsiderationsEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Gold and silver expert Don Durrett explains how investors should analyze mining stocks (0:35). 3 undercovered names (14:10). Differences between explorers, producers, and developers (19:00). Gold corrections (28:45). This is an excerpt from a recent webinar.Show Notes:Buying To The Bottom In Gold & Silver With Don DurrettGold glitters above $3,900 as yen sinks and U.S. shutdown fuels safe haven rushGold, Silver And The Fear TradeHow Much Further Will Gold And Silver Run?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Kirk Spano runs Margin of Safety Investing and shares what it means to be an all cap investor (0:25). Using options, covered calls (14:30). AST SpaceMobile as an example (19:00). AI and large cap names (25:00). QE has changed everything (36:00). Bitcoin, gold, crypto (46:00).Show Notes:Liquidity, Macro And Valuations Are Warning YouAST SpaceMobile Screams 'Watson, I'm Calling You From Space'Pfizer: One Of The Next Big AI Winners'Stay Hungry, Stay Foolish' Small Cap StrategiesEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).Show Notes:Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: reportTech Stocks - Focus On What Management Isn't Talking AboutRobotaxi Concerns, A Healthier Nvidia, AMD MomentumTop 6 Tech Stocks For Q4Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45).Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Small Cap Nuance With Courage & Conviction InvestingCineverse: An Incredible Micro-Cap SetupThe Art Of Being A Contrarian With Courage & Conviction InvestingEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from Alpha Picks/Pro Quant Portfolio (20:05).Show Notes:6 Stocks Poised To Benefit From A Rate CutLeveraging The PRO Quant PortfolioQuant Ratings ExplainedSteven Cress' Top 10 Stocks For H2 2025Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Parallels to dotcom era (33:45).Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).Show Notes:Federal Reserve lowers rate by 25 basis points, first cut since DecemberFed Cuts And BoJ Hikes Could Finally Break The Yen Carry TradeMagnificent 7 Now The Troubling 3, Underscores Market WeaknessThe Bond Market Is On A Collision Course With StagflationEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10).Show Notes:Powell In Jackson Hole, A Little Too LateU.S. retail sales keep up the pace in August in stronger-than-expected printTrump Proposes Shift To Semiannual EarningsQI ResearchEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS risks (8:18). US based stock picks (14:40). Is Green Thumb (GTBIF) a buy? (19:45)Show Notes:Have Cannabis Investors Been Early Or Wrong Or Both?Green Thumb Stands Alone. Billions In Debt Coming For MSOsCannacomparison portfolioAlpha PicksEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.Show Notes:This Week Could Bring The Fed's Worst Nightmare: StagflationPortfolio Protection For Volatility RiskEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tariffs (15:40). Finding what's wrong with a potential investment (21:15).Show Notes:Intel Stock: Why The Trump Call Won't FailI Missed The Quantum Rally - I Won't Miss The Next OnePortfolio Spring Cleaning With Contrarian Clem ChambersEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00).Show Notes:High Conviction Ideas With Next Gen InvestorsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bonds (12:30) How to think about high yield (14:00)Show Notes:Dividend And Growth Stocks For An Overvalued Market With David Alton ClarkEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions