Investing Experts

Seeking Alpha
  • 4.7 (35)
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  • UPDATED WEEKLY
Investing Experts

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

  1. 4 DAYS AGO

    Will war trigger a bear market and spike in oil?

    James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35). Show Notes: Successful Portfolio Strategy US Inflation Scenarios: War-Induced Oil-Price Shocks U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    57 min

  2. OCT 17

    Banks, thrifts and takeover candidates

    Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation. Find out more about Sifting the World Read the transcript! For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    8 min

  3. OCT 15

    REITs: very bond-like

    Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10.    Show Notes: 3 Small Cap REITs That Are Hard To Beat REITs Are A Deep Value Opportunity  iREIT + HOYA Read the transcript! For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    34 min

  4. OCT 7

    6 fundamentally strong beaten-up stocks with Steven Cress

    Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27.   Episode transcripts Show Notes: 6 Beaten Down Stocks Rated Buy Quant Ratings & Factor Grades FAQ Alpha Picks For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    47 min

  5. OCT 6

    Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma

    Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35). Episode transcripts Show Notes: The Role Of AI In Pharmaceuticals Kirk Spano's Margin of Safety Investing Bhavneesh Sharma's Vasuda Healthcare Analytics For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    51 min

  6. SEP 30

    Disruptions and delays usually bullish for shipping rates - J Mintzmyer

    Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30). Episode transcripts Show Notes: Note Of Caution On Shipping Red Sea Disruptions And 2 Key Shipping Segments Star Bulk Carriers Interview J Mintzmyer's 2 Favorite Tankers International Seaways: Tanker Market Updates, Seasonal Upside Ahead For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    31 min

  7. SEP 25

    Get your winners to pay for your losers with Chris DeMuth and Kirk Spano

    Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6. Episode transcripts Show Notes: Investing Lessons From The World Series Of Poker Fannie And Freddie: My Favorite Trump Stocks Is Enhabit Dead? Not Quite Yet US Steel gains after arbitration panel rules in its favor in a dispute with union  For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    42 min

  8. SEP 19

    'We're pretty cheap at the moment' - Cybin CEO Doug Drysdale

    Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35). Episode transcripts Show Notes: Imran Khan On Psychedelics - More We Don't Know Than We Do Psychedelic Stocks: Focus On Their Cash FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged 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

    34 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
    206
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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