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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3 well-positioned AI stocks from Steven Cress
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).<br /><br />Show Notes:<br />3 Best AI Stocks For The 2025 Santa Rally<br />Alpha Picks<br />3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio<br /><br />Episode 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
Contrarian plays and real asset opportunities from next gen investors
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).<br /><br />Show Notes:<br />How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade<br />Walmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should Fear<br /><br />Episode 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' 6 picks: 3 dividend income, 3 AI growth stocks
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.<br /><br />Show Notes:<br />3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio<br />Top Income And AI Growth Stocks<br />Alpha Picks<br /><br />Episode 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
REITs are boring and boring is good
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).<br /><br />Show Notes:<br />REITs Are A Deep Value Opportunity<br />Winners And Losers Of REIT Earnings Season<br /><br />Episode 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
It ultimately comes down to free cash flow yield
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).<br /><br />Episode Transcripts<br /><br />Show Notes:<br />KCI Research On REITs, Dividends And Contrarian Investing<br />Apple: Cheapest Valuation In A Decade<br />Realty Income Shares Have Gone Nowhere For 7 Plus Years<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
AI spending surge, contrarian take on tech stocks
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).<br /><br />Episode Transcripts<br /><br />Show Notes:<br />AMD: OpenAI Got A Bargain - I Wouldn't Hold Into Earnings<br />Taking Profits For Yield And Growth With D...
Lofty valuations, overheated technicals - managing market risk with Victor Dergunov
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).<br /><br />Show Notes:<br />Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And Gold<br />The Correction Is Just Getting Started<br />Compelling Buys, Stellar Tech Moves With The Financial Prophet<br /><br />Episode Transcripts<br /><br />For full acces...
Ice cold, zen-like investing with Alex King
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).<br /><br />Show Notes:<br />Will This Market Go Higher Than Anyone Expects?<br />Tech Volatility Is A Feature Not A Bug<br />Quantum Names Pop<br />All Cap Investing With Kirk Spano<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at...
This unbelievably strong stock market
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).<br /><br />Show Notes:<br />It Looks Like A Bubble, It Feels Like A Bubble, But It Isn't<br />URA Global X Uranium ETF<br /><br />Episode 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...
Making money in biotech stocks
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).<br /><br />Show Notes:<br />Finding Winners In Biotech, Probably The Riskiest Sector<br />Syndax Pharmaceuticals: A Tale Of Two Drug Launches<br />Arcutis Biotherapeutics: Another Approval Under Their Belt<br /><br />Episode 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
