Investing Experts

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Investing Experts

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. 1 DAY AGO

    DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps

    Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Opportunity Reddit: Buying The Underdog For Its Pace Of Growth Palantir: A Favorable Mix Of Pro-AI And Anti-China Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    30 min

  2. 2 DAYS AGO

    Hedging QQQ with Growth Investor Pro

    Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides. Show Notes: Growth Investor Pro Predictive Analytic Models by Robert P. Balan Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    18 min

  3. 5 FEB

    Shorting Palantir: valuation matters

    According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stocks Show Notes: Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations Julian Lin On Palantir, Google, Meta And Apple Reddit: Julian Lin's Top Conviction Idea Palantir Q4: Nvidia Moment Is Here, But Something's Not Right Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    31 min

  4. 4 FEB

    Claudia Sahm on U.S. economic effects - the details matter

    Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe to Sungarden YARP Portfolio Show Notes: Fed's preferred inflation gauge rises as expected That Was Fast - U.S. Tariffs On Mexico Delayed Fed Chillin' Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    34 min

  5. 30 JAN

    Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.

    Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar. Show Notes: Sifting The World Capital One, Discover Financial upgraded to Buy Arbutus expects to significantly reduce its net cash burn in 2025 Burford Capital virtual analyst report Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    29 min

  6. 29 JAN

    Steven Cress' top 10 dividend stocks for 2025

    Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30). Show Notes: Top Dividend Stocks For 2025 Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    25 min

  7. 28 JAN

    Grant Cardone on real estate, private equity and bitcoin

    Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20. Subscribe to Sungarden YARP Portfolio Show Notes: The 10X Rule Book The democratization of investment research and the informativeness of retail investor trading Trump-tied crypto project buys over $100M in ether, other tokens Busting Today's Market Myths Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    35 min

  8. 27 JAN

    Liquidity up, markets up; liquidity down, markets down

    Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15). Subscribe to Kirk's Margin of Safety Investing Show Notes: President Trump Inherits A Good Economy At Risk And A Big Debt I'm Selling Stocks Hand Over Fist Pfizer: One Of The Next Big AI Winners AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    47 min
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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
    243
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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