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Seeking Alpha
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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

  1. 23 APR

    2 dividend plays, taking profits, and dry powder

    David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20) Show Notes: Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation 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.

    42 min

  2. 22 APR

    Ben Carlson: long-term investing still wins - even when it feels wrong

    Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20) Show Notes: Blue Owl Capital: Don't Believe The (Negative) Hype Risk and Reward: How to handle market volatility and build long-term wealth 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.

    45 min

  3. 16 APR

    Blue Owl Capital: Don't believe the (negative) hype

    High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Show Notes: Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 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.

    51 min

  4. 9 APR

    AI capex surge, bottlenecks, and the race for ROI

    Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00) Show Notes: Why Meta Is The Best Positioned Hyperscaler In 2026 Top 5 Stocks For AI's Optical Revolution In 2026 Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    56 min

  5. 7 APR

    Micron, Credo, Lumentum: 3 AI strong buys

    Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197% The Cure For FOMO With Tech Contrarians 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    32 min

  6. 31 MAR

    The cure for FOMO with Tech Contrarians

    Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs. Greed AI, chip stocks jump as Trump hints at ending Iran war within weeks 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

  7. 31 MAR

    Real yields, oil, conflict scenarios

    James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40) Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $200 Oil, And The Market's Reckoning Stock index futures spike on report Trump willing to end war Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    1hr 11min

  8. 26 MAR

    Sell, hedge, rotate: Victor Dergunov's strategy for a market correction

    Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Show Notes: Why I Remain Constructive On U.S. Markets $100 Oil: Short-Term Pain For Long-Term Gain Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

    40 min
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Ratings & Reviews

About

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

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2026
  • Episodes
    349
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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