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Investing Experts

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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

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Recent Episodes of Investing Experts


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:

Episode 11 July 2024 54m and 19s


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

F...

Episode 10 July 2024 33m and 48s


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...

Episode 3 July 2024 37m and 18s


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...

Episode 1 July 2024 44m and 50s


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 30 June 2024 31m and 58s


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 Th...

Episode 27 June 2024 46m and 15s


REITs are a deep value opportunity - Hoya Capital

REITs are a deep value opportunity - Hoya Capital

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).

Learn more about Hoya Capital Income Builder

Show Notes:
State Of REIT Nation: Waiting At The Bottom
REITs said to have reported a surge in capital raising activities in May
Consumer Shows Stress
NewLake Capital, IIPR And Cannabis REITs

Episode transcripts

For...

Episode 26 June 2024 23m and 24s


Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024

Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.

J Mintzmyer's Value Investor's Edge

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
May's CPI cools more than expected, with core CPI rising 3.4% Y/Y
J Mintzmyer's Note Of Caution On Shipping

Episode transcripts

For full access to analyst ratings, stock quant scores as w...

Episode 24 June 2024 31m and 28s


Market anxiety, risk repricing and holding cash

Market anxiety, risk repricing and holding cash

Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).

Reading The Markets by Mott Capital

Show Notes:
Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'
There Will Be Great Opportunities To Buy This Market, But Not Right Now
Fed may need to hike rates...

Episode 24 June 2024 8m and 27s


Nvidia as religion and why we're due for a substantial correction

Nvidia as religion and why we're due for a substantial correction

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)

Subscribe to Joe Albano's Tech Cache

Show Notes:
Switzerland Cuts Rates Again As Fed Holds Steady
AI Tiers And Taking Profits In Tech
Bank of Canada cuts rates for the first time in four years

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to...

Episode 23 June 2024 7m and 24s

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