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 Opportunity
Winners And Losers Of REIT Earnings Season

Episode Transcripts

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

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 Transcripts

Show Notes:
KCI Research On REITs, Dividends And Contrarian Investing
Apple: Cheapest Valuation In A Decade
Realty Income Shares Have Gone Nowhere For 7 Plus Years

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

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 Transcripts

Show Notes:
AMD: OpenAI Got A Bargain - I Wouldn't Hold Into Earnings
Taking Profits For Yield And Growth With David Alton Clark
Michael Burry to shut down hedge fund

Register for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PP

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

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 Gold
The Correction Is Just Getting Started
Compelling Buys, Stellar Tech Moves With The Financial Prophet

Episode Transcripts

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

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 Bug
Quantum Names Pop
All Cap Investing With Kirk Spano

Episode transcripts

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

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't
URA  Global X Uranium ETF

Episode transcripts

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 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 Sector
Syndax Pharmaceuticals: A Tale Of Two Drug Launches
Arcutis Biotherapeutics: Another Approval Under Their Belt

Episode transcripts

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

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 Timing
Biotechs Accelerating To Overtake Gold Rush
JD Henning Cautious About 2024, An Unusual Year For Market Considerations

Episode transcripts

For 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 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 Durrett
Gold glitters above $3,900 as yen sinks and U.S. shutdown fuels safe haven rush
Gold, Silver And The Fear Trade
How Much Further Will Gold And Silver Run?

Episode transcripts

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

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 You
AST SpaceMobile Screams 'Watson, I'm Calling You From Space'
Pfizer: One Of The Next Big AI Winners
'Stay Hungry, Stay Foolish' Small Cap Strategies

Episode transcripts

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