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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. -5 dias

    Tax alpha with Raul Shah: Roth conversions

    Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15) Show Notes: Tax Alpha With Raul Shah: Thoughtful Asset Location UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    28 min

  2. 17/06

    Great market expectations

    Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00) Show Notes: SpaceX: The Most Misunderstood IPO In Decades The Terrifying Truth Behind The SpaceX IPO The Fed Is Looking Through The May CPI Report Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    1 h

  3. 16/06

    What's driving the price of gold

    Axel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05) 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

    43 min

  4. 15/06

    The REIT rally

    Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026 Show Notes: REITs Are Boring And Boring Is Good iREIT®+HOYA Capital Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    29 min

  5. 11/06

    Small caps are back!

    For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00) Show Notes: Investing In Small Caps With Courage And Conviction BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    53 min

  6. 10/06

    Market shifts from risk on to risk off

    David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15) Show Notes: The Death Of Buy And Hold Has Been Greatly Exaggerated Taking Note Of Market Patterns Market Misbehavior 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

  7. 7/06

    3 growth & income stocks to buy + Steve answers your questions

    Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25) Show Notes: Know When To Hold 'Em And When To Fold 'Em A Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio 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

  8. 4/06

    Trend following, technical analysis and why price means everything

    Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    40 min
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Sobre

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

Informação

  • Autoria
    Seeking Alpha
  • Anos em atividade
    2022 - 2026
  • Episódios
    365
  • Classificação
    Explícito
  • Copyright
    © Copyright Seeking Alpha
  • Site do programa
    Investing Experts

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