Investing Experts Seeking Alpha
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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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Buying to the bottom in gold & silver with Don Durrett
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).
Subscribe to Don's Gold & Silver Mining Ideas
Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett
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 -
AI tiers and taking profits in tech with Joe Albano, Tech Cache
Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).
Subscribe to Tech Cache
Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries
AMD And Nvidia: Engagements Vs. Invoices
Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)
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 -
Carvana, Vroom, BuzzFeed, Encore Wire - getting paid to take risks with Courage & Conviction Investing
Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.
Subscribe to Courage & Conviction Investing's Second Wind Capital
Show Notes:
Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)
Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing
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 -
CashFlow Hunter on pair trading, 3M and Iris Energy
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).
Subscribe to CashFlow Hunter's Catalyst Hedge Investing
Show Notes:
3M's Spin-Out Of Solventum - My Thoughts On The Newco And The Oldco
New York Community Bancorp: Follow The Smart (And Connected) Money
How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play
Episode transcripts with comments
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions -
Upside/downside tug of war
Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).
Show Notes:
GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong Fundamentals
Zscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market Share
Episode transcripts with comments
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions -
Jared Dillian on market sentiment and private equity's big bubble
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (14:55).
Episode transcripts with comments
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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. 💯