181 episodes

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

Transcripts: seekingalpha.com/author/investing-experts-podcast

Investing Experts Seeking Alpha

    • Business
    • 4.7 • 31 Ratings

Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

Transcripts: seekingalpha.com/author/investing-experts-podcast

    Top 10 stocks 2nd half 2024 with Steven Cress

    Top 10 stocks 2nd half 2024 with Steven Cress

    Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies  (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.

    Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.

    Show Notes:
    Top 10 Stocks For 2024
    GigaCloud Technology: Strong Buy With Short Squeeze Potential 
    PDD Holdings: Offering High Growth, Strong Profits And Stability 
    Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500 
    Top 10 Stocks For H2 2023

    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

    • 54 min
    Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in

    Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in

    Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).

    Show Notes:
    Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
    Powell Says Inflation Isn't The Only Concern
    SA Sentiment sees rate cuts starting in September
    3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES

    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

    • 33 min
    Steven Bavaria takes investors inside the income factory

    Steven Bavaria takes investors inside the income factory

    Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).

    Learn more about Inside the Income Factory

    Show Notes:
    The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)
    ECC And OXLC: Climbing The CLO Learning Curve
    From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'
    The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% Distributions

    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

    • 37 min
    Date your stocks, don't marry them - Jonah Lupton

    Date your stocks, don't marry them - Jonah Lupton

    Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)

    Learn more about Fundamental Growth Investor

    Show Notes:
    Riding Uber From Cash Burn To Cash Cow: Mini Deep Dive On Uber
    The Future Of Energy Drinks: Mini Deep Dive On Celsius Holdings
    Powering Up The EV Market: Mini Deep Dive On Aspen Aerogels
    Hardware Enabler Of The AI Revolution: Mini Deep Dive On Super Micro Computer

    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

    • 44 min
    3 best summer travel stocks with Steven Cress

    3 best summer travel stocks with Steven Cress

    Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.

    Check out Alpha Picks

    Show Notes:
    Top 3 Travel Stocks (SA Quant)
    Global airline revenue expected to reach nearly $1 trillion in 2024
    Top 4 July Stocks: Hot Month For S&P 500
    Everything churning in the right direction for cruise industry

    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

    • 31 min
    Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.

    Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.

    How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). 

    Get $100 off Growth Investor Pro Basic, now on sale for $199!

    Show Notes:
    Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge Instead
    Apple, We Believe, Can Reach $328/Share 
    Tech Volatility Is A Feature Not A Bug
    How To Beat The S&P 500 Using The S&P 500

    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

    • 46 min

Customer Reviews

4.7 out of 5
31 Ratings

31 Ratings

webbfam6 ,

Informative and Interesting financial overviews

This show has really good guests that give insights into different investing vehicles.

Agkds ,

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.

allendwebb ,

Insightful and Entertaining

Weekly market insights and stock analysis done in an informative and entertaining way. 💯

Top Podcasts In Business

People Magic: How to Build a $1M Community
Mighty Networks & Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

Wall Street Breakfast
Seeking Alpha
Barron's Live
Barron's Live
Zacks Market Edge
Zacks Investment Research
Investing Insights
Morningstar
Barron's Streetwise
Barron's
Motley Fool Money
The Motley Fool