Investing Experts

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Investing Experts

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

  1. 10 HR AGO

    Tech stocks: staying ahead of the curve

    What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event. Show Notes: AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    38 min

  2. 1 DAY AGO

    AI, data centers and energy demand

    Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00). Show Notes: Generative AI's Chartreuse Adoption Moment Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else? U.S. And Global Energy Drivers And Opportunities Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    33 min

  3. 21 OCT

    Will war trigger a bear market and spike in oil?

    James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35). Show Notes: Successful Portfolio Strategy US Inflation Scenarios: War-Induced Oil-Price Shocks U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    57 min

  4. 17 OCT

    Banks, thrifts and takeover candidates

    Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation. Find out more about Sifting the World Read the transcript! For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    8 min

  5. 15 OCT

    REITs: very bond-like

    Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10.    Show Notes: 3 Small Cap REITs That Are Hard To Beat REITs Are A Deep Value Opportunity  iREIT + HOYA Read the transcript! For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    34 min

  6. 7 OCT

    6 fundamentally strong beaten-up stocks with Steven Cress

    Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27.   Episode transcripts Show Notes: 6 Beaten Down Stocks Rated Buy Quant Ratings & Factor Grades FAQ Alpha Picks For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    47 min

  7. 6 OCT

    Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma

    Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35). Episode transcripts Show Notes: The Role Of AI In Pharmaceuticals Kirk Spano's Margin of Safety Investing Bhavneesh Sharma's Vasuda Healthcare Analytics For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    51 min

  8. 30 SEPT

    Disruptions and delays usually bullish for shipping rates - J Mintzmyer

    Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30). Episode transcripts Show Notes: Note Of Caution On Shipping Red Sea Disruptions And 2 Key Shipping Segments Star Bulk Carriers Interview J Mintzmyer's 2 Favorite Tankers International Seaways: Tanker Market Updates, Seasonal Upside Ahead For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    31 min
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About

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2024
  • Episodes
    208
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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