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Investing Experts — Business
Investing Experts

Seeking Alpha’s deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.

Transcripts: seekingalpha.com/author/investing-experts-podcast

Copyright: © Copyright Seeking Alpha

Latest Episodes:

Market anxiety, risk repricing and holding cash Jun 24, 2024

Show notes

Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).
Reading The Markets by Mott Capital
Show Notes:
Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'
There Will Be Great Opportunities To Buy This Market, But Not Right Now
Fed may need to hike rates amid inflation pressures
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

Nvidia as religion and why we're due for a substantial correction Jun 23, 2024

Show notes

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)
Subscribe to Joe Albano's Tech Cache
Show Notes:
Switzerland Cuts Rates Again As Fed Holds Steady
AI Tiers And Taking Profits In Tech
Bank of Canada cuts rates for the first time in four years
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

Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress Jun 13, 2024

Show notes

Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent webinar.
Show Notes:
How Our Dividend Safety Grades Work
University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The Market
Ardmore Shipping: Strong Momentum And Solid Dividend Yield Stock
Dive Into Dividends: Top 10 Yield Stocks (SA Quant)
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
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Dividend and growth stocks for an overvalued market with David Alton Clark Jun 10, 2024

Show notes

David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20).
Show Notes:
T. Rowe Price: A Dividend Aristocrat With 25% Upside Potential
Duke Energy reaches clean energy supply deals with Amazon, Google, Microsoft
Exxon Mobil - Bull/Bear Thesis With David Alton Clark And Callum Turcan
Crude oil bounces as Fed rate cut hopes outrank demand worries
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
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday Jun 04, 2024

Show notes

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)
Show Notes:
Ethereum Can't Seem To Catch Bitcoin
Were The Bitcoin Spot ETFs A Big Flop?
Spot ether ETFs receive initial clearance – so what?
BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin fund
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
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

NewLake Capital, IIPR and cannabis REITs May 30, 2024

Show notes

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.
Show Notes:
My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst
Bengal Capital FY2023 Letter
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
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Top quant stocks across 11 market sectors with Steven Cress May 29, 2024

Show notes

Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar.
Show Notes:
University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The Market
Top Stocks By Sector
Alpha Picks: top stock picks
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
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Event-driven strategies, commodities, and writing options with Asif Suria May 28, 2024

Show notes

Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).
Show Notes:
Capri Holdings earnings
Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality
Inside Arbitrage investing group
Six Special Situation Strategies to Outperform the Market
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
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

Psychedelics closer to commercialization; Compass far and away the leader May 23, 2024

Show notes

Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).
Show Notes:
Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatment
De-Risking Psychedelics: Compass Pathways, Cybin And Atai
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
COMPASS Pathways Q1 2024 Earnings Call Transcript
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
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold May 22, 2024

Show notes

Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).
Subscribe to Victor's investing group, The Financial Prophet
Show Notes:
The S&P 500: Is The Pullback Over?
Tesla: Don't Panic And Consider Buying The Dip
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
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
Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

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