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Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

Seeking Alpha


    • Apr 16, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 36m AVG DURATION
    • 347 EPISODES


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    Latest episodes from Investing Experts

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

    Play Episode Listen Later Apr 16, 2026 51:13


    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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

    AI capex surge, bottlenecks, and the race for ROI

    Play Episode Listen Later Apr 9, 2026 55:59


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

    Micron, Credo, Lumentum: 3 AI strong buys

    Play Episode Listen Later Apr 7, 2026 31:45


    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 Seeking Alpha Premium at seekingalpha.com/subscriptions

    The cure for FOMO with Tech Contrarians

    Play Episode Listen Later Mar 31, 2026 33:56


    Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, 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 Alpha Premium at seekingalpha.com/subscriptions

    Real yields, oil, conflict scenarios

    Play Episode Listen Later Mar 31, 2026 71:11


    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, And The Market's ReckoningStock index futures spike on report Trump willing to end warEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

    Play Episode Listen Later Mar 26, 2026 39:36


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

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

    Play Episode Listen Later Mar 19, 2026 42:05


    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.

    UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

    Play Episode Listen Later Mar 18, 2026 44:42


    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 SqueezeUnitedHealth: Why AI Is The Secret Weapon For The TurnaroundEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    Value + quality + cash flow is king

    Play Episode Listen Later Mar 12, 2026 27:29


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

    Paying dividends: Steven Cress' 3 REITs for inflationary, heated times

    Play Episode Listen Later Mar 4, 2026 32:27


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

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

    Play Episode Listen Later Mar 4, 2026 69:47


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

    Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)

    Play Episode Listen Later Feb 24, 2026 46:54


    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 on High Dividend Opportunities

    Play Episode Listen Later Feb 23, 2026 49:18


    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

    This is a stock picker's market

    Play Episode Listen Later Feb 19, 2026 52:44


    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 tug of war: fear vs. greed

    Play Episode Listen Later Feb 12, 2026 35:43


    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

    Profiting from growth and income with Retirement Income Warrior

    Play Episode Listen Later Feb 11, 2026 33:30


    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

    Steven Cress' top 10 AI stocks

    Play Episode Listen Later Feb 4, 2026 49:22


    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

    Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026

    Play Episode Listen Later Jan 28, 2026 51:48


    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.

    Investing Experts Live: Steven Bavaria and Samuel Smith's top income picks for 2026

    Play Episode Listen Later Jan 28, 2026 49:10


    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.

    How to build your perfect portfolio with Cullen Roche

    Play Episode Listen Later Jan 21, 2026 48:59


    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.

    Steven Cress' top 10 stocks for 2026

    Play Episode Listen Later Jan 15, 2026 43:35


    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. shares some stock picks

    Play Episode Listen Later Jan 12, 2026 45:47


    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

    Innovative Industrial Properties: Leverage (for a REIT) is everything

    Play Episode Listen Later Jan 8, 2026 40:45


    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

    Quant Q&A with Steven Cress

    Play Episode Listen Later Jan 7, 2026 19:24


    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

    Shipping market insights for 2026

    Play Episode Listen Later Jan 4, 2026 29:30


    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

    There is no streaming war

    Play Episode Listen Later Dec 23, 2025 54:28


    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

    Unlocking dividend growth with The Dividend Kings

    Play Episode Listen Later Dec 18, 2025 31:32


    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

    Steven Cress reviews his top 10 stocks for 2025

    Play Episode Listen Later Dec 16, 2025 40:11


    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

    Keep it simple with bonds and ETFs

    Play Episode Listen Later Dec 11, 2025 36:24


    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

    Nvidia and the H200 landscape; Broadcom's strategic positioning

    Play Episode Listen Later Dec 10, 2025 22:42


    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

    Life after Mag 7

    Play Episode Listen Later Dec 4, 2025 30:40


    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

    3 well-positioned AI stocks from Steven Cress

    Play Episode Listen Later Dec 3, 2025 33:20


    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

    Contrarian plays and real asset opportunities from next gen investors

    Play Episode Listen Later Nov 26, 2025 33:36


    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

    Steven Cress' 6 picks: 3 dividend income, 3 AI growth stocks

    Play Episode Listen Later Nov 23, 2025 42:14


    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

    REITs are boring and boring is good

    Play Episode Listen Later Nov 20, 2025 40:41


    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

    It ultimately comes down to free cash flow yield

    Play Episode Listen Later Nov 17, 2025 41:16


    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

    AI spending surge, contrarian take on tech stocks

    Play Episode Listen Later Nov 13, 2025 40:06


    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

    Lofty valuations, overheated technicals - managing market risk with Victor Dergunov

    Play Episode Listen Later Nov 10, 2025 40:14


    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

    Ice cold, zen-like investing with Alex King

    Play Episode Listen Later Oct 26, 2025 39:36


    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

    This unbelievably strong stock market

    Play Episode Listen Later Oct 19, 2025 36:52


    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

    Making money in biotech stocks

    Play Episode Listen Later Oct 9, 2025 21:44


    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

    Follow signals, don't chase price - JD Henning

    Play Episode Listen Later Oct 8, 2025 29:59


    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 mining stocks - potential winners

    Play Episode Listen Later Oct 6, 2025 34:01


    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

    All cap investing with Kirk Spano

    Play Episode Listen Later Oct 1, 2025 55:09


    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

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