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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

  1. -2 J

    Tech tug of war: fear vs. greed

    Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Show Notes: AI Spending Surge, Contrarian Take On Tech Stocks Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    36 min

  2. -4 J

    Profiting from growth and income with Retirement Income Warrior

    David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00) Show Notes: Dividend And Growth Stocks For An Overvalued Market With David Alton Clark Taking Profits For Yield And Growth With David Alton Clark Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    34 min

  3. 4 FÉVR.

    Steven Cress' top 10 AI stocks

    Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here. Show Notes: Alpha Picks Steven Cress' Top 10 Stocks For 2026 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    49 min

  4. 28 JANV.

    Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026

    Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026. Show Notes: Bloom Energy Powering the AI Revolution MercadoLibre: Top Quality Stock Deeply Undervalued Bloom Energy: Solving the AI Data Center Power Bottleneck Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    52 min

  5. 28 JANV.

    Investing Experts Live: Steven Bavaria and Samuel Smith's top income picks for 2026

    Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: (FOF) and (OWL), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026. Show Notes: 'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund My Ultimate Contrarian Bet For 2026: Blue Owl Capital Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    49 min

  6. 21 JANV.

    How to build your perfect portfolio with Cullen Roche

    Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00). Show Notes: The Good Enough Portfolio Discipline Funds Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    49 min

  7. 15 JANV.

    Steven Cress' top 10 stocks for 2026

    Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026! Show Notes: Alpha Picks Steven Cress' Top 2025 Stocks Steven Cress Reviews His Top 10 Stocks For 2025 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    44 min

  8. 12 JANV.

    Chris DeMuth Jr. shares some stock picks

    Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50). Show Notes: Sifting the World California First Leasing Year-End Review CoreWeave: Core Needs A Collar Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    46 min
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À propos

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

Informations

  • Création
    Seeking Alpha
  • Années d’activité
    2022 - 2026
  • Épisodes
    333
  • Classification
    Tous publics
  • Copyright
    © Copyright Seeking Alpha
  • Site web de l’émission
    Investing Experts

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