Investing Experts

Seeking Alpha
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Investing Experts Podcast

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

  1. 3 DAYS AGO

    Why Ahmed Abdelazim likes small + mid-cap stocks

    Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20). Episode transcripts Show Notes: Peloton: A Fragile Resurgence Built On Unsustainable Factors Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success Affirm: More Room To Grow In A Favorable BNPL Landscape For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    21 min

  2. 4 DAYS AGO

    Tanker markets and why International Seaways is almost as cheap as it's ever been

    J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45) This is an excerpt from a recent Value Investor's Edge Live episode. Episode transcripts Show Notes: J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments OPEC again cuts global oil demand growth forecast J Mintzmyer's Note Of Caution On Shipping For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    44 min

  3. SEP 6

    Prudently bearish with David Tice and Rob Isbitts

    David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50). Read episode transcripts Show Notes: S&P 500 Sector Analysis: Start Thinking Differently A Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading') 1987 Vs. 2024: 5 Ways To Separate Myth From Reality For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    22 min

  4. AUG 29

    High yield investing with Samuel Smith

    High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30) Read episode transcripts Show Notes: High Yield Landlord Stocks Lagging The Ongoing Market Reversal What I Wish I Knew Before Buying REITs High-Yielding Fast-Growers I Am Buying Hand-Over-Fist For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    39 min

  5. AUG 27

    The broad market has not participated in this rally

    Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40). This is an excerpt from a recent webinar, What's Next For The Magnificent 7? Read episode transcripts Show Notes: Quant Ratings & Factor Grades FAQ Alpha Picks 6 Beaten Down Stocks Rated Buy  4 Best Defensive Stocks For A Potential Soft Landing  For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    36 min

  6. AUG 19

    Markets and dividend investing are evolving - how to take advantage

    Sungarden Investment Publishing's Rob Isbitts talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55). Read episode transcripts Show Notes: Here's My 40-Stock Dividend Portfolio, And How It Works 1987 Vs. 2024: 5 Ways To Separate Myth From Reality Starbucks: I'd Rather Be Lucky Than Good  For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    37 min

  7. AUG 15

    Psychedelic stocks: focus on their cash

    Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)? Read episode transcripts Show Notes: FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors ATAI: Enormous Potential Upside But No Clarity Yet De-Risking Psychedelics: Compass Pathways, Cybin And Atai For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    37 min

  8. AUG 14

    Will crypto cream rise to the top?

    Mike Fay shares why the crypto market is difficult to navigate these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on crypto - why we have to pay attention (30:10). Read the transcript Show Notes: Q2 Earnings: Hut 8 Needs AI To Work LTCN: Coming Back Down To Earth Bitcoin attempts another $60K breakout, recovering from early-August swoon Ethereum: The Price Of Scalability For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    37 min
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4.7
out of 5
35 Ratings

About

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2024
  • Episodes
    197
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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