Investing Experts

Latest Episodes:

New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper Jul 22, 2024

Show notes

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.
Read the transcript
Show Notes:
Wall Street Breakfast: End Of Winter
SEC at long last approves spot bitcoin ETFs
SEC approves spot ethereum ETFs in huge win for crypto world
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities Jul 15, 2024

Show notes

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).
Read the transcript
Show Notes:
Is The JEPI ETF Actually Worth It?
Beyond Saving
Rida Morwa
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Top 10 stocks 2nd half 2024 with Steven Cress Jul 11, 2024

Show notes

Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.
Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.
Show Notes:
Top 10 Stocks For 2024
GigaCloud Technology: Strong Buy With Short Squeeze Potential
PDD Holdings: Offering High Growth, Strong Profits And Stability
Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500
Top 10 Stocks For H2 2023
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in Jul 10, 2024

Show notes

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).
Show Notes:
Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
Powell Says Inflation Isn't The Only Concern
SA Sentiment sees rate cuts starting in September
3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Bavaria takes investors inside the income factory Jul 03, 2024

Show notes

Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).
Learn more about Inside the Income Factory
Show Notes:
The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)
ECC And OXLC: Climbing The CLO Learning Curve
From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'
The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% Distributions
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Date your stocks, don't marry them - Jonah Lupton Jul 01, 2024

Show notes

Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)
Learn more about Fundamental Growth Investor
Show Notes:
Riding Uber From Cash Burn To Cash Cow: Mini Deep Dive On Uber
The Future Of Energy Drinks: Mini Deep Dive On Celsius Holdings
Powering Up The EV Market: Mini Deep Dive On Aspen Aerogels
Hardware Enabler Of The AI Revolution: Mini Deep Dive On Super Micro Computer
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

3 best summer travel stocks with Steven Cress Jun 30, 2024

Show notes

Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.
Check out Alpha Picks
Show Notes:
Top 3 Travel Stocks (SA Quant)
Global airline revenue expected to reach nearly $1 trillion in 2024
Top 4 July Stocks: Hot Month For S&P 500
Everything churning in the right direction for cruise industry
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Who doesn't feel comfortable owning Apple? Nvidia's upside volatility. Jun 27, 2024

Show notes

How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20).
Get $100 off Growth Investor Pro Basic, now on sale for $199!
Show Notes:
Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge Instead
Apple, We Believe, Can Reach $328/Share
Tech Volatility Is A Feature Not A Bug
How To Beat The S&P 500 Using The S&P 500
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

REITs are a deep value opportunity - Hoya Capital Jun 26, 2024

Show notes

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).
Learn more about Hoya Capital Income Builder
Show Notes:
State Of REIT Nation: Waiting At The Bottom
REITs said to have reported a surge in capital raising activities in May
Consumer Shows Stress
NewLake Capital, IIPR And Cannabis REITs
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024 Jun 24, 2024

Show notes

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.
J Mintzmyer's Value Investor's Edge
Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
May's CPI cools more than expected, with core CPI rising 3.4% Y/Y
J Mintzmyer's Note Of Caution On Shipping
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected