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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Will Barton on High Dividend Opportunities
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)<br /><br />Episode transcripts<br /><br />For 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
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)<br /><br />Show Notes:<br />Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock<br />The Mag 7 Hit A Critical Level<br />Not A Bear Market Yet, But It's Already A Stock Picker's Dream<br />High Conviction Ideas With Next Gen Investors<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/su...
Tech tug of war: fear vs. greed
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)<br /><br />Show Notes:<br />AI Spending Surge, Contrarian Take On Tech Stocks<br />Nvidia And The H200 Landscape; Broadcom's Strategic Positioning<br /><br />Read our transcripts<br /><br />For 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
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)<br /><br />Show Notes:<br />Dividend And Growth Stocks For An Overvalued Market With David Alton Clark<br />Taking Profits For Yield And Growth With David Alton Clark<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co...
Steven Cress' top 10 AI stocks
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.<br /><br />Show Notes:<br />Alpha Picks<br />Steven Cress' Top 10 Stocks For 2026<br /><br />Read our transcripts<br /><br />For 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
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.<br /><br />Show Notes:<br />Bloom Energy Powering the AI Revolution<br />MercadoLibre: Top Quality Stock Deeply Undervalued<br />Bloom Energy: Solving the AI Data Center Power Bottleneck<br /><br />Investing Experts' transcripts<br /><br />For 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
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.<br /><br />Show Notes:<br />'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund<br />My Ultimate Contrarian Bet For 2026: Blue Owl Capital<br /><br />Investing Experts' transcripts<br /><br />For 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
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).<br /><br />Show Notes:<br />The Good Enough Portfolio<br />Discipline Funds<br /><br />Read our transcripts<br /><br />For 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
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!<br /><br />Show Notes:<br />Alpha Picks<br />Steven Cress' Top 2025 Stocks<br />Steven Cress Reviews His Top 10 Stocks For 2025<br /><br />Read our transcripts<br /><br />For 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
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).<br /><br />Show Notes:<br />Sifting the World<br />California First Leasing Year-End Review<br />CoreWeave: Core Needs A Collar<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
