171 episodes

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

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

Investing Experts Seeking Alpha

    • Business

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

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

    Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress

    Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress

    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!)

    • 35 min
    Dividend and growth stocks for an overvalued market with David Alton Clark

    Dividend and growth stocks for an overvalued market with David Alton Clark

    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!)

    • 39 min
    Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday

    Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday

    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!)

    • 35 min
    NewLake Capital, IIPR and cannabis REITs

    NewLake Capital, IIPR and cannabis REITs

    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!)

    • 9 min
    Top quant stocks across 11 market sectors with Steven Cress

    Top quant stocks across 11 market sectors with Steven Cress

    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!)

    • 38 min
    Event-driven strategies, commodities, and writing options with Asif Suria

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

    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!)

    • 38 min

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