Investing Experts

By Seeking Alpha

What's Investing Experts about?

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.Transcripts: seekingalpha.com/author/investing-experts-podcast

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Investing Experts episodes:

05.02.2024
Nvidia and tech stock paradoxes with Joe Albano
Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.Subscribe to Joe's Tech...
04.26.2024
Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks
Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single...
04.25.2024
Reddit - Julian Lin's top conviction idea
Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings...
04.22.2024
Equity investing is about the way things are, not the way things should be
Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor...
04.21.2024
Magnificent 5 or 7? Earnings preview with Steven Cress
Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55)....
04.18.2024
Buying to the bottom in gold & silver with Don Durrett
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).Subscribe to Don's Gold...
04.15.2024
AI tiers and taking profits in tech with Joe Albano, Tech Cache
Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet...
04.04.2024
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow...
03.28.2024
CashFlow Hunter on pair trading, 3M and Iris Energy
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).Subscribe to CashFlow Hunter's...
03.27.2024
Upside/downside tug of war
Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P; 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest...
03.20.2024
Jared Dillian on market sentiment and private equity's big bubble
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35)....
03.13.2024
Understanding bull and bear market cycles with Jon Wolfenbarger
Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors...
03.08.2024
S&P 500: 6,000 by end of 2024 - Sanjeev Sharma
Sanjeev Sharma discusses his S&P; 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20).Show Notes:S&P; 500 Prediction For 2024:...
03.04.2024
Small cap nuance with Courage & Conviction Investing
Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30).Show Notes:Farmer Bros,...
02.29.2024
Yimin Xu on bond market equilibrium and deciphering Fed rationale
Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be...
02.28.2024
David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive
David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P; (19:10). Uber, Nvidia and Tesla all too expensive (21:05).Show Notes:Uber A Zombie Stock;...
02.26.2024
Don't rely on past performance
Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).Show Notes:My Top 3...
02.22.2024
If you can predict cash flow you can predict stock price - Austin Hankwitz
Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30).Show Notes:'Stay Hungry, Stay Foolish' Small...
02.16.2024
Letting winners run - Steven Cress on Alpha Picks' outperformance
Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).Show...
02.14.2024
Should we trust economic data? With Danielle DiMartino Booth
Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important...
02.13.2024
Super Bowl streaming, Disney deep dive and why numbers don't lie
Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).Show Notes:Exciting Time For Streaming Sports, But Broadcast + Pay...
02.06.2024
J Mintzmyer on Red Sea disruptions and 2 key shipping segments
J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock...
01.31.2024
5 cannabis stocks and how retail investors should navigate the industry
Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's...
01.29.2024
Embracing the mania and yield at a reasonable price
Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).Show Notes:XLI: Great Set Of...
01.25.2024
Biotech and pharma diversification pays off
Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene...
01.17.2024
JD Henning cautious about 2024, an unusual year for market considerations
JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate...
01.11.2024
KCI Research on REITs, dividends and contrarian investing
KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25)...
01.09.2024
Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas
Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).Subscribe to Chris' Sifting The WorldEpisode transcriptsShow Notes:SHF Holdings: My One StockChris...
01.01.2024
Avi Gilburt on bond crash, market sentiment and why he really likes metals
Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.Subscribe to Avi's The Market Pinball WizardEpisode...
12.28.2023
Netflix releases useless data, but still considered the gold standard
Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched &...
12.26.2023
Julian Lin on Palantir, Google, Meta and Apple
Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a...
12.21.2023
Using technicals to assess market risk with Rob Isbitts
What affected the markets in 2023 and what's coming in 2024? Rob Isbitts shares his thoughts (1:00) S&P; 500, Nasdaq and looking at technical points (14:00) Are small caps a good investment? (24:35) Which ETF is right for you? (30:10)Episode...
12.20.2023
Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn
Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple,...
12.17.2023
J Mintzmyer's 2 Favorite Tankers
Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.Subscribe to J's Value...
12.07.2023
Avi Gilburt on bond market crash signals; does market get 1 more high?
Avi Gilburt says he's looking at the start of a major bear market but wonders if market gets 1 more high and why the next few weeks will likely give us the answer. (0:45) TLT, 2024 targets and what's taking...
12.06.2023
Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research
Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials...
11.30.2023
Not a bubble! Julian Lin on tech's profitability and reasonable valuations
Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are...
11.27.2023
Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs
Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our...
11.21.2023
Portfolio construction, options and covered call ETF vulnerability
How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30). Show Notes:TLT Is Turning Bond Investing Into A Casino! I Prefer...
11.16.2023
CPI disappointment, cooling economy, recession ahead? With Mott Capital
Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow...
11.14.2023
Streaming reality vs fantasy with Dan Rayburn
"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the...
11.13.2023
Michael Gayed on credit event phases and the Fed's unprecedented moves
How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally...
11.09.2023
Chance for a market dip in early 2024 - Chaim Siegel
2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3...
11.01.2023
Reading Wall Street research like a pro with Steven Cress
Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why...
10.31.2023
Brad Thomas laser focused on earnings and REITs
Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an...
10.26.2023
U.S. oil & gas is a good bet - Jennifer Warren
Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A;, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment...
10.24.2023
Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience
Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This...
10.19.2023
High moat companies and Mexico's long-term story with Ian Bezek
Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).Subscribe to Ian's Inside CornerShow Notes:Grupo Aeroportuario del Pacífico: It's Time To Buy...
10.16.2023
Reasons to be cautiously optimistic about cannabis
Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A; in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged...
10.09.2023
Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter
CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.Subscribe to...

What's Investing Experts about?

Download our free app to listen on your phone

Investing Experts episodes:

Nvidia and tech stock paradoxes with Joe Albano

Roundtable discussion on gold, tech, bitcoin, country ETFs and ignored stocks

Reddit - Julian Lin's top conviction idea

Equity investing is about the way things are, not the way things should be

Magnificent 5 or 7? Earnings preview with Steven Cress

Buying to the bottom in gold & silver with Don Durrett

AI tiers and taking profits in tech with Joe Albano, Tech Cache

Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing

CashFlow Hunter on pair trading, 3M and Iris Energy

Upside/downside tug of war

Jared Dillian on market sentiment and private equity's big bubble

Understanding bull and bear market cycles with Jon Wolfenbarger

S&P 500: 6,000 by end of 2024 - Sanjeev Sharma

Small cap nuance with Courage & Conviction Investing

Yimin Xu on bond market equilibrium and deciphering Fed rationale

David Trainer likes energy, JPMorgan over S&P; Uber, Tesla + Nvidia too expensive

Don't rely on past performance

If you can predict cash flow you can predict stock price - Austin Hankwitz

Letting winners run - Steven Cress on Alpha Picks' outperformance

Should we trust economic data? With Danielle DiMartino Booth

Super Bowl streaming, Disney deep dive and why numbers don't lie

J Mintzmyer on Red Sea disruptions and 2 key shipping segments

5 cannabis stocks and how retail investors should navigate the industry

Embracing the mania and yield at a reasonable price

Biotech and pharma diversification pays off

JD Henning cautious about 2024, an unusual year for market considerations

KCI Research on REITs, dividends and contrarian investing

Chris DeMuth sure likes uranium and SHFS + 3 litigation ideas

Avi Gilburt on bond crash, market sentiment and why he really likes metals

Netflix releases useless data, but still considered the gold standard

Julian Lin on Palantir, Google, Meta and Apple

Using technicals to assess market risk with Rob Isbitts

Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn

J Mintzmyer's 2 Favorite Tankers

Avi Gilburt on bond market crash signals; does market get 1 more high?

Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research

Not a bubble! Julian Lin on tech's profitability and reasonable valuations

Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs

Portfolio construction, options and covered call ETF vulnerability

CPI disappointment, cooling economy, recession ahead? With Mott Capital

Streaming reality vs fantasy with Dan Rayburn

Michael Gayed on credit event phases and the Fed's unprecedented moves

Chance for a market dip in early 2024 - Chaim Siegel

Reading Wall Street research like a pro with Steven Cress

Brad Thomas laser focused on earnings and REITs

U.S. oil & gas is a good bet - Jennifer Warren

Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience

High moat companies and Mexico's long-term story with Ian Bezek

Reasons to be cautiously optimistic about cannabis

Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter