Investing Experts

By Seeking AlphaBusiness Investing

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Typical duration
33 min
per episode

Based on Podcast App listening data

Investing Experts episodes

October 22 AI spending faces reality check as tech earnings roll in
Chris 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 (5:15)

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Episode transcripts

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7 min
October 21 SpaceX, Tesla & the next phase of the AI trade
Rena 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 implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.

Episode transcripts

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8 min
October 13 S&P hits all-time highs, AI trade does all the work
From 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, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.

Show Notes:
AI Capex Surge, Bottlenecks, And The Race For ROI
SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story

Episode transcripts

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53 min
October 11 SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Why 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 - but is it warranted? (25:30)

Show Notes:
Momentum, Fear & The Case For Buying The Dip
Steve Cress' YouTube Channel
TikTok
X/Twitter

Episode transcripts

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37 min
October 07 Tax gain harvesting: tax alpha with Raul Shah
Raul 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

Episode transcripts

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23 min
September 27 What will Micron's gross margin guide be?
Sara 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 earnings - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35)

Episode transcripts

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32 min
September 24 Being picky with stocks more important than ever
Treasurys, 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 about Uber (33:15) The Netflix Story (41:00)

Episode transcripts

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52 min
September 22 Don't sleep on (analog) semiconductors
Don'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? (23:20)

Show Notes:
Don't Sleep On Software

Episode transcripts

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41 min
September 17 Look at REITs as dividend income machines
Hoya 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 like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35)

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Episode transcripts

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43 min
September 13 Beyond Nvidia: Finding opportunity in the AI buildout
Joe 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 - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10)

Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
An Agentic AI Tide Lifting All Boats

Episode transcripts

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36 min