About this podcast
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.
Transcripts: seekingalpha.com/author/investing-experts-podcast
Episodes
The newest 50 of 394 episodes
- Where to buy the dip · 40 minGary Vaughan from Daily Stock Picks argues that the recent market selloff presents buying opportunities, particularly in high-quality technology and semiconductor stocks such as…
- Do. Not. Panic. · 19 minSteve Cress advises investors to stay calm amid market volatility, arguing that the absence of a systemic debt crisis makes this correction a potential buying opportunity…
- Keep calm, stocks are on sale · 39 minThe market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers…
- Investing lately? It's tricky! How to move past fear and uncertainty · 32 minMain Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver…
- 3 high conviction stocks + charitable giving: tax alpha with Raul Shah · 29 minRaul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient…
- Tech bubble will pop in 2027 · 37 minSara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and…
- AI spending faces reality check as tech earnings roll in · 7 minChris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance…
- SpaceX, Tesla & the next phase of the AI trade · 8 minRena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical…
- S&P hits all-time highs, AI trade does all the work · 52 minFrom June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor…
- SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · 37 minWhy Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks…
- Tax gain harvesting: tax alpha with Raul Shah · 23 minRaul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting. Show Notes: Tax Loss Harvesting: Tax Alpha With Raul Shah DocShah Financial…
- What will Micron's gross margin guide be? · 32 minSara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM…
- Being picky with stocks more important than ever · 51 minTreasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk…
- Don't sleep on (analog) semiconductors · 41 minDon't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true?…
- Look at REITs as dividend income machines · 43 minHoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to…
- Beyond Nvidia: Finding opportunity in the AI buildout · 35 minJoe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy…
- Momentum, fear & the case for buying the dip · 29 minMarket sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to…
- Tax Loss Harvesting: Tax Alpha with Raul Shah · 24 minRaul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15) Show Notes: Hims…
- Don't sleep on software · 43 minAlex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in…
- Hedging exposure in this volatile market · 35 minMichael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare…
- Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income · 27 minWhat is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25) Show Notes: Navigating Market…
- What's up with tech? · 33 minSara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains…
- Make retirement awesome again with Jared Dillian · 33 minJared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD…
- Tax Alpha with Raul Shah: (mega) backdoor Roth · 20 minRaul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth. Show Notes: Tax Alpha: Roth Conversions UnitedHealth, Hims & Hers, Gambling.Com - Value…
- Steven Cress' Top 2 Stocks H2 2026 · 38 minSteven Cress, Seeking Alpha's Head of Quant, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why…
- Predicting S&P 500 at 6,300 - 6,500 by year end · 26 minSanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40) Show Notes: S&P 500 Will Be Around 6,300 By The End Of 2026 S&P 500: 7,000…
- Steven Cress' top 10 stocks for 2026 (mid-year review) · 31 minSeeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. Show Notes: Steven Cress' Top 10 Stocks For 2026 2026 Top Stocks Mid-Year…
- Biotech euphoria driven by fundamentals · 30 minJonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics…
- We're in (the early stages of) a bubble · 55 minAnalyst Clem Chambers explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term returns (12:00) Look at simple technicals…
- Tax alpha with Raul Shah: Roth conversions · 28 minWelcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today…
- Great market expectations · 1 h 0 minNext-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish…
- What's driving the price of gold · 43 minAxel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing…
- The REIT rally · 29 minHoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors…
- Small caps are back! · 53 minFor small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and…
- Market shifts from risk on to risk off · 51 minDavid Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying…
- 3 growth & income stocks to buy + Steve answers your questions · 40 minSteve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX…
- Trend following, technical analysis and why price means everything · 40 minMike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell…
- Tax Alpha: Thoughtful asset location · 21 minWelcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the…
- Mispriced REITs, AI immunity, and the next real estate cycle · 31 minHigh Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20)…
- Where the best income opportunities are now · 37 minWill Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00)…
- George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart · 56 minLegendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30)…
- Netflix, Disney, WBD and the streaming media landscape · 52 minStreaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45)…
- Fundamentals over everything · 45 minSara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom…
- Everybody wants to panic sell. Don't. · 47 minGary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is…
- Know when to hold 'em and when to fold 'em · 37 minSteven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell…
- 2 dividend plays, taking profits, and dry powder · 42 minDavid Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past…
- Ben Carlson: long-term investing still wins - even when it feels wrong · 45 minPortfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock…
- Blue Owl Capital: Don't believe the (negative) hype · 51 minHigh 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…
- AI capex surge, bottlenecks, and the race for ROI · 56 minTwo 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)…
- Micron, Credo, Lumentum: 3 AI strong buys · 32 minVolatile 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…
