Investing Experts

Latest Episodes:

The broad market has not participated in this rally Aug 27, 2024

Show notes

Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, What's Next For The Magnificent 7?
Read episode transcripts
Show Notes:
Quant Ratings & Factor Grades FAQ
Alpha Picks
6 Beaten Down Stocks Rated Buy
4 Best Defensive Stocks For A Potential Soft Landing
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Markets and dividend investing are evolving - how to take advantage Aug 19, 2024

Show notes

Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55).
Read episode transcripts
Show Notes:
Here's My 40-Stock Dividend Portfolio, And How It Works
1987 Vs. 2024: 5 Ways To Separate Myth From Reality
Starbucks: I'd Rather Be Lucky Than Good
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Psychedelic stocks: focus on their cash Aug 15, 2024

Show notes

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?
Read episode transcripts
Show Notes:
FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors
ATAI: Enormous Potential Upside But No Clarity Yet
De-Risking Psychedelics: Compass Pathways, Cybin And Atai
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Will crypto cream rise to the top? Aug 14, 2024

Show notes

Mike Fay shares why the crypto market is difficult to navigate these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on crypto - why we have to pay attention (30:10).
Read the transcript
Show Notes:
Q2 Earnings: Hut 8 Needs AI To Work
LTCN: Coming Back Down To Earth
Bitcoin attempts another $60K breakout, recovering from early-August swoon
Ethereum: The Price Of Scalability
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Keep calm and buy bitcoin Aug 11, 2024

Show notes

Crypto Waves' Ryan Wilday addresses bitcoin's concerning price action (0:30). Why technical analysis is salient to understanding crypto markets (5:30). Why he's not a fan of the miners (13:45). Trump, RFK, and Harris: crypto in election season (18:35). Not excited about ether's price action (23:05). Keep it simple with bitcoin ETFs (26:10).
Read the transcript
Show Notes:
Bitcoin's Beautiful Bull Market
Ethereum Can't Seem To Catch Bitcoin
Bitcoin Is In The Buy Zone
Trump's new 'Crypto First' mantra has investors sizing up the industry
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Global economic outlook: How we got here; where are we going? Aug 07, 2024

Show notes

What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)
Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.
Read the transcri pt
Show Notes:
Magnificent 7: how big tech stocks have moved since selloff sparked by recession fears
Jobs data in charts: Unemployment rate rises again
U.S. Recession Fears Prompt Global Market Sell-Off
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Looking for bargains during market uncertainty with Steven Cress Aug 06, 2024

Show notes

Seeking Alpha's VP of Quantitative Strategy Steven Cress shares the importance of detaching emotionally from volatile markets and relying instead on data driven models (0:30). Will dividend stocks pay the price or reap the rewards of market volatility? (8:00) Is now the time to let winners run? (12:45) Reassuring economic data (16:00). Harris + Trump stock ideas (21:35). No fear around recent tech sell-off (23:55).
Show Notes:
Buckle Your Seat Belt: Dividend Stocks For Market Turbulence
Top 5 Stocks If Kamala Wins The Election: Harris Vs. Trump Trade
Letting Winners Run - Steven Cress On Alpha Picks' Outperformance
Top 5 Value Stocks For A Big Tech Pullback
Read the transcri pt
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Be slower to sell your winners and quicker to sell your losers - Logan Kane Jul 31, 2024

Show notes

Why IPOs are the best and the worst investment according to Logan Kane (0:40). How can behavioral finance make us better investors? (2:05) When should investors cut their losses and close out profits (10:30). IRAs, tax advantages and constructing a portfolio (20:00). What to buy in a bear market (21:25). Best metric for high quality small caps (25:20). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
Show Notes:
Party Like It's 1999: Market Valuations Near Dot-Com Bubble Peak As Fed Eyes Economy Warily
Nvidia As Religion And Why We're Due For A Substantial Correction
Can Behavioral Finance Make You A Better Investor And Improve Your Life?
Read the transcri pt
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tech bull market just getting started - Dan Ives Jul 30, 2024

Show notes

Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
Show Notes:
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
As AI Evolves, Which Stocks Make Sense?
BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
Read the transcri pt
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The top we strike could be a very long-term market top - Avi Gilburt Jul 23, 2024

Show notes

Avi Gilburt, The Market Pinball Wizard, provides technical context around this market rally (1:44). Treasury ETFs, TLT for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).
Show Notes:
Citibank And JPMorgan: Very Troubling Results For The Banking Industry
Newmont: Healthy Pullbacks Are A Good Thing
Tesla: Up +62% From Our Prior Bullish Article - Is It Time To Protect? (Technical Analysis)
Avi Gilburt On Bond Crash, Market Sentiment, And Why He Really Likes Metals
How To Make Better Decisions In Any Financial Market
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected