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Investing Experts
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Contenu fourni par Seeking Alpha. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Seeking Alpha ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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
…
continue reading
Transcripts: seekingalpha.com/author/investing-experts-podcast
258 episodes
Tout marquer comme (non) lu
Manage series 3473653
Contenu fourni par Seeking Alpha. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Seeking Alpha ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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
…
continue reading
Transcripts: seekingalpha.com/author/investing-experts-podcast
258 episodes
Tous les épisodes
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Investing Experts

1 Stressful markets, but lots of opportunities in tech 26:30
26:30
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Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15). Show Notes: CoreWeave: Luck Won't Cut It - Reiterate Sell Tesla: A Nuanced Bull/Bear Conversation Trump says he won’t pause U.S. tariffs but is willing to negotiate trade deals Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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1 Gold, silver and the fear trade 30:46
30:46
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Gold and silver expert Don Durrett contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30). Show Notes: Gold stocks: Seeking Alpha Analysts vs. Wall Street Gold & Silver: 3 Easy Picks, 2 Favorites And 4 ETFs Buying To The Bottom In Gold & Silver With Don Durrett Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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1 Tesla: a nuanced bull/bear conversation 43:33
43:33
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A bull ( The Value Edge ) and bear ( Pacifica Yield ) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35) Show Notes: Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry Moment Tesla: Love It Or Hate It, Buy The Dip Tesla: It's Finally Time To Trim Wall Street Lunch: Tesla 'Fork In The Road Moment' Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30). Show Notes: The Market's Worst Fears Just Became Reality The Stock Market Correction Is Over, Now Comes The Bear Market Surging Rates In Japan Threaten U.S. Markets Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

1 Baby bonds, preferreds, and helping investors afford retirement 39:55
39:55
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Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20) Show Notes: The Biggest Retirement Regrets And How To Avoid Them How I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields) Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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1 Managing risk through market badness with Rob Isbitts 40:10
40:10
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How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45). Show Notes: The Dog Collar portfolio Markets And Dividend Investing Are Evolving - How To Take Advantage Sungarden YARP Portfolio Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Breaking down Nvidia stock given this week's much anticipated GTC event . Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's keynote, AI’s transformative impact on technology and computing (2:25). Show Notes Semiconductor stocks sink ahead of Nvidia GTC Is The Force Still Strong With Nvidia? Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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1 Alt season may not happen; long-term Bitcoin bullishness 28:22
28:22
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With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45). Show Notes Crypto stocks extend swoon as bitcoin drops below $80K, ether under $2K Will Crypto Cream Rise To The Top? MicroStrategy's 'Infinite Money Glitch' Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

1 Navigating market turbulence with Steven Cress' barbell approach 24:02
24:02
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Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The Stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18) Show Notes Brace For Turbulence Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months. Show Notes: Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 SPY, QQQ, And Bitcoin Bitcoin Vs. Gold: What Investors Should Know Keep Calm And Buy Bitcoin Wall Street Breakfast Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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1 Buying the dip (with these 6 stocks) during market uncertainty 26:37
26:37
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Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00). Contextualizing recent drops in Steve's top 2025 picks (23:05). This is an excerpt from a recent webinar . Show Notes: Alpha Picks Read our episode transcripts…
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Investing Experts

1 Atai: Following the path that Spravato laid and moving beyond it 33:15
33:15
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Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences , a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30:40). Show Notes: Psychedelic Stocks: Focus On Their Cash Deep Dive: Atai Life Sciences FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

1 Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities 25:15
25:15
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Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). Show Notes: Meb Faber Research Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 YouTube interview Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30). Show Notes: ETFs Have Come A Long Way Smart Money Club Smart Money with Kai Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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Investing Experts

1 Forget the price of a stock. What is it worth? 21:02
21:02
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Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispire: Underfollowed, Undercovered, And Undiscovered Gem Bank7: A Growth Bank Stock Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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