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. 4H AGO

    There is no streaming war

    Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00) Show Notes: Netflix Is Still King Streaming Media Blog 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

    54 min

  2. 5D AGO

    Unlocking dividend growth with The Dividend Kings

    Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20). Show Notes: Realty Income: Undervalued, Underappreciated, And Unloved Regions Financial: 4.31% Yield With Big Dividend Growth 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

    32 min

  3. DEC 16

    Steven Cress reviews his top 10 stocks for 2025

    Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results. Show Notes: Steven Cress' Top 2025 Stocks Register for Top Stocks 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

    40 min

  4. DEC 11

    Keep it simple with bonds and ETFs

    Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45). Show Notes: Contrarian Plays And Real Asset Opportunities From Next Gen Investors How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade 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

    36 min

  5. DEC 10

    Nvidia and the H200 landscape; Broadcom's strategic positioning

    How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00). Show Notes: Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut Don't Fear AI Bubble, There Will Be Winners AI Spending Surge, Contrarian Take On Tech Stocks 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

    23 min

  6. DEC 4

    Life after Mag 7

    Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45). Show Notes: Inflation Expectations, Tech Valuations, Healthcare Opportunities White House makes a robotics push Private firms unexpectedly shed 32K jobs in November: ADP report 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

    31 min

  7. DEC 3

    3 well-positioned AI stocks from Steven Cress

    Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00). Show Notes: 3 Best AI Stocks For The 2025 Santa Rally Alpha Picks 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

    33 min

  8. NOV 26

    Contrarian plays and real asset opportunities from next gen investors

    Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45). Show Notes: How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade Walmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should Fear 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

    34 min
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4.7
out of 5
61 Ratings

About

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

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2025
  • Episodes
    322
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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