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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:

Not a bubble! Julian Lin on tech's profitability and reasonable valuations Nov 30, 2023

Show notes

Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).
Subscribe to Julian's Best of Breed Growth Stocks
Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Sam Altman Returns As OpenAI CEO With New Board
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

Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs Nov 27, 2023

Show notes

Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.
Show Notes:
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
Best Of The Best List: My Favorite Gold And Silver Mining Stocks
Subscribe to Don's Gold & Silver Mining Ideas
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

Portfolio construction, options and covered call ETF vulnerability Nov 21, 2023

Show notes

How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30).
Show Notes:
TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI
Here's What My Option Portfolio Looks Like Now, And Why
BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To Buy
UTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It Now
Episode transcript
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CPI disappointment, cooling economy, recession ahead? With Mott Capital Nov 16, 2023

Show notes

Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).
Show Notes:
Retail relief rally picks up after the CPI report shows consumers may be finally getting a break
October CPI Data Comes In Soft
The CPI Report May Deliver A Massive Surprise To The Market
Get your free trial for Michael's Reading The Markets.
Episode transcript
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Streaming reality vs fantasy with Dan Rayburn Nov 14, 2023

Show notes

"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).
Show Notes:
Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In Jeopardy
Paramount jumps as narrower streaming losses drive Q3 beat
Disney earnings call: Focusing streaming, paving ESPN's future
The Dan Rayburn Podcast
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

Michael Gayed on credit event phases and the Fed's unprecedented moves Nov 13, 2023

Show notes

How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).
Show Notes:
Why Michael Gayed Thinks We're Still In A Bear Market
ACWI: Lowered U.S. Exposure Finally A Plus
We May Be In A Crash, And Here's Why
Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too
Subscribe to Michael Gayed's The Lead-Lag Report
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

Chance for a market dip in early 2024 - Chaim Siegel Nov 09, 2023

Show notes

2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).
Subscribe to Chaim's Fed Trader
Show Notes:
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Tesla: Company Risk If They Don't Slow Factory Growth
Fed Special: Rates Held, Powell's Tell And Market Impact With Chaim Siegel
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

Reading Wall Street research like a pro with Steven Cress Nov 01, 2023

Show notes

Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50)
Show Notes
Top Defensive Stocks For Turbulent Times
The New Flight To Safety Trade: Gold, Oil, And Defensive Stocks
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

Brad Thomas laser focused on earnings and REITs Oct 31, 2023

Show notes

Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts)
Show Notes:
Attention REIT Shoppers: A Blue Light Special In The Cell Tower Sector
All Roads Lead To Prologis: Why We Love This Industrial Juggernaut
Earnings Determine Market Price In The Long Run
Emotions Determine Market Price (In The Short Run)
The Answer Is 7
The Answer Is 9
Subscribe to iREIT on Alpha
All 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

U.S. oil & gas is a good bet - Jennifer Warren Oct 26, 2023

Show notes

Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).
Episode transcripts
Show Notes
From FAANG To FANG?: Economic Clarity Sought (Video)
Market Celebrates Artificial Intelligence (Video)
Reset And Regenerate: Themes After The Fed Conference (Video)
Energy, Tech And AI: Use Cases And Markets
The Prize Of The Permian: Influencer Pioneer Natural Resources (Video)
Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stock
Chevron to buy Hess in $53B deal to boost production and free cash flow
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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