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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Powell in Jackson Hole, a little too late - Danielle DiMartino Booth
Markets celebrate Powell's Jackson Hole commentary; Danielle DiMartino Booth thinks he's a little too late (0:20). Markets will be attentive to additional Fed statements (2:00). Bond market reactions (4:05). Tariffs - what's really happening? (4:55) Similarities to Covid era (7:40). Housing very much a buyer's market (14:30). The interesting US dollar (16:30).<br /><br />Show Notes:<br />Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks<br />America's Game Of ThronesJobs, Oil, Powell, Precious Metals, USD<br />Cleveland Fed Pres. Hammack: Inflation is too high and trending higher<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock qu...
Covered call ETFs SPYI & GPIX upside + downside
Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20). Dividends and fund criticism (7:00). Tax implications (9:35). Catch the full video presentation (with charts) here.<br /><br />Show Notes:<br />The Market Is Rotating Again<br />Covering ETFs: The Overlooked Gem For Audience Engagement<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
Tech titans' AI strategy
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. <br /><br />Show Notes:<br />Magnificent 7 Now The Troubling 3, Underscores Market Weakness<br />Netflix Is Still King<br />Market Sentiment Is A Powerful Thing - Joe Albano, Tech Cache<br />High Conviction Ideas With Next Gen Investors<br />Waiting On Tech Earnings, Don't Overplay Market Seasonality<br /><br />Episo...
Waiting on tech earnings, don't overplay market seasonality
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).<br /><br />Show Notes:<br />July 2025 Commentary And Economic Outlook<br />Understanding Master Limited Partnership Payout Ratios<br />The Small Cap Covered Call Yield Pick-Up<br />Infrastructure Capital Funds<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and...
3 tariff resistant stocks from Steven Cress
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.<br /><br />Show Notes:<br />Tariffs Reignited: Best Stocks To Buy Now<br />Sector market data<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
Compelling buys, stellar tech moves with The Financial Prophet
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).<br /><br />Show Notes:<br />Why The Market May Hit A Wall Here<br />Here's Why I Increased My Tesla Position<br />Alphabet: Still A Buy<br />Palantir: It's Just Too Expensive Here<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
High conviction ideas with next gen investors
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).<br /><br />Show Notes:<br />Nu Holdings: The Only Fintech In My Portfolio Right Now<br />Grab Q1 2025: It's Delivering Exactly What I Hoped<br />Private Payrolls Shed Jobs For The First Time In Years<br />Uber Vs. Lyft: Why I Buy Uber And Not The Other<br />Nu Holdings: Still A Buy But Not As Obvious As Bef...
Netflix is still king
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).<br /><br />Show Notes:<br />Super Bowl Streaming, Disney Deep Dive And Why Numbers Don't Lie<br />Netflix Releases Useless Data, But Still Considered The Gold Standard<br />Streaming Reality Vs. Fantasy With Dan Rayburn<br /><br />Episode transcripts<br /><br />For full...
Magnificent 7 now the troubling 3, underscores market weakness
Michael Kramer from Mott Capital Management and Reading The Markets on 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).<br /><br />Show Notes:<br />Wall Street ends at a record high after U.S-Vietnam trade deal<br />Flirting With Stagflation<br />The Bond Market Just Issued A Warning On Unemployment<br />The Stock Market Looks Great, And That's The Trap<br />The Dollar Is At...
The death of buy and hold has been greatly exaggerated
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).<br /><br />Show Notes:<br />Taking Note Of Market Patterns<br />Market Sentiment Is A Powerful Thing - Joe Albano, Tech Cache<br />Danielle DiMartino Booth On Jobs, Oil, Powell, Precious Metals, USD<br />SPY, QQQ, And Bitcoin<br /><br />Episode transcript<br /><br />For full...
