Investing Experts

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

  1. 4日前

    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分

  2. 4月9日

    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分

  3. 4月7日

    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分

  4. 3月31日

    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分

  5. 3月31日

    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.

    1時間11分

  6. 3月26日

    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分

  7. 3月19日

    Avoid S&P + bonds, buy gold + energy - George Noble

    Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30) Show Notes: Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 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.

    42分

  8. 3月18日

    UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

    Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20) Show Notes: Forget The Price Of A Stock. What Is It Worth? Hims & Hers Health And Devon Energy - Raul Shah's Hot Take Gambling.com: Undervalued Company With Tremendous Potential Upside Hims & Hers Health: The Juice Is Worth The Squeeze UnitedHealth: Why AI Is The Secret Weapon For The Turnaround 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.

    45分
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番組について

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

情報

  • クリエイター
    Seeking Alpha
  • 配信期間
    22年 - 26年
  • エピソード
    347
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Copyright Seeking Alpha
  • 番組のWebサイト
    Investing Experts

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