Investing Experts Seeking Alpha
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- Investing
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Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.
Transcripts: seekingalpha.com/author/investing-experts-podcast
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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
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Psychedelics closer to commercialization; Compass far and away the leader
Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20).
Show Notes:
Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatment
De-Risking Psychedelics: Compass Pathways, Cybin And Atai
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
COMPASS Pathways Q1 2024 Earnings Call Transcript
Episode transcripts
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Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).
Subscribe to Victor's investing group, The Financial Prophet
Show Notes:
The S&P 500: Is The Pullback Over?
Tesla: Don't Panic And Consider Buying The Dip
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
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
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J Mintzmyer's note of caution on shipping
Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).
Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
ZIM Integrated surges as analysts see container shipping stocks continuing higher
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector
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
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Fed Trader talks TLT, Nvidia bullishness, Tesla bearishness and bitcoin neutrality
Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT, bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55).
Show Notes:
Tesla: Company Risk If They Don't Slow Factory Growth
CPI Stopped On The Screws
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Chance For A Market Dip In Early 2024
Episode transcripts
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There will be great opportunities to buy this market, but not right now - Michael Kramer
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
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 (don't forget your podcast discount code!)
Customer Reviews
Informative and Interesting financial overviews
This show has really good guests that give insights into different investing vehicles.
Really insightful
As someone who’s interested in learning how to trade options, I stumbled upon this podcast through the Seeking Alpha. I found the episode I listened to really insightful and took several notes on important factors to look into. With the current state of the stock market, it’s necessary to understand which companies you’re investing in. Also very easy to follow along and listen to on the go.
Insightful and Entertaining
Weekly market insights and stock analysis done in an informative and entertaining way. 💯