Podcast · 99 episodes
Investing Experts, page 2
by Seeking Alpha · English
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill. Transcripts: seekingalpha.com/author/investing-experts-podcast
All episodes, page 2
Trend following, technical analysis and why price means everythingTrend following and technical analysis, arguing “price means everything,” with how Mike Toney-Hoffman uses TrendSpider scanners and Sidekick AI to find momentum leaders and exit when trends break.4 Jun 2026 · 40 min · 18 chapters
Tax Alpha: Thoughtful asset location“Tax Alpha: Thoughtful asset location” explains how placing specific investments into the right account types (taxable brokerage, traditional IRA, Roth IRA) can reduce lifetime taxes.3 Jun 2026 · 21 min · 8 chapters
Mispriced REITs, AI immunity, and the next real estate cycleREITs as total-return equity investments, how to evaluate them beyond dividend yield, and what to buy amid low valuations, interest-rate uncertainty, and AI-related capital rotation.26 May 2026 · 31 min · 17 chapters
Where the best income opportunities are nowHigh Dividend Opportunities’ income-focused strategy for 3–5 year horizons, how to handle volatility, and where to find current income opportunities (commodities/oil royalties, municipal bonds,…20 May 2026 · 37 min · 11 chapters
George Noble on bonds, private credit, consumer stocks (& Tesla) falling apartIncome investing amid a bond market “disarray” (4+ straight down years, inflation/fiscal dominance risk), plus George Noble’s views on energy, gold miners, consumer stock weakness, private…17 May 2026 · 56 min · 17 chapters
Great market expectationsMarket expectations amid AI-driven hype, SpaceX’s IPO, and uncertainty about the Fed’s next move; debate over whether AI spending will translate into profitable software/enterprise outcomes or remain…14 May 2026 · 1 h · 22 chapters
Fundamentals over everythingTech and semis outlook in mid-May 2026, arguing that any correction will be “forced” by macro (oil/transport costs → stickier inflation) and by supply-chain constraints that make earnings a “test”…13 May 2026 · 45 min · 19 chapters
Everybody wants to panic sell. Don't.Why investors shouldn’t panic-sell during a strong market run, and how to decide when to hold, buy, trim, or sell using valuation (PEG), earnings, and technical signals (MACD/RSI) plus Seeking…12 May 2026 · 47 min · 17 chapters
Know when to hold 'em and when to fold 'emHow Seeking Alpha’s quant system uses “hold” vs “sell,” why it uses a 180-day hold window, and how factor grades (value/growth/profitability/momentum/EPS revisions) drive portfolio actions.5 May 2026 · 37 min · 15 chapters
2 dividend plays, taking profits, and dry powderMid-2026 dividend and “dry powder” investing strategy—taking profits after sharp rallies, redeploying into an income-focused portfolio, and making “point of max pessimism” buys.23 Apr 2026 · 42 min · 14 chapters
Ben Carlson: long-term investing still wins - even when it feels wrongBen Carlson argues that long-term investing still works despite crashes and volatility, emphasizing “risk and reward” as linked, and warning that many investor problems come from mismatched time…22 Apr 2026 · 45 min · 22 chapters
Blue Owl Capital: Don't believe the (negative) hypeSamuel Smith (High Yield Investor) updates his thesis on Blue Owl Capital and argues the private credit/Blue Owl “negative hype” is fear-mongering.16 Apr 2026 · 51 min · 18 chapters
AI capex surge, bottlenecks, and the race for ROIHow AI capex is surging and shifting from “accelerators” to bottlenecks (optics, memory, networking), and how investors should think about ROI, timing, and mispricings across the AI supply chain and…9 Apr 2026 · 56 min · 13 chapters
Micron, Credo, Lumentum: 3 AI strong buysMarket volatility driven by fear/sentiment amid geopolitical risk; argues tech selloffs create “buy low” opportunities.7 Apr 2026 · 32 min · 16 chapters
The cure for FOMO with Tech Contrarians“Cure for FOMO” in tech investing amid AI capex scrutiny and Middle East–driven market volatility; how to interpret conflict-resolution headlines, memory-cycle dynamics, and geopolitical chip risks.31 Mar 2026 · 34 min · 16 chapters
Real yields, oil, conflict scenariosIran-Israel war outlook and investor implications, focusing on “real yields,” oil/energy shocks, Strait of Hormuz disruption, recession/bear-market risk, and portfolio positioning across equities,…31 Mar 2026 · 1 h 11 min · 26 chapters
Sell, hedge, rotate: Victor Dergunov's strategy for a market correctionVictor Dergunov outlines a “sell, hedge, rotate” plan for a likely market correction in late March 2026, emphasizing risk reduction, cash building, sector rotation, and hedging (covered…26 Mar 2026 · 40 min · 16 chapters
Avoid S&P + bonds, buy gold + energy - George NobleAvoid S&P + bonds, buy gold + energy - George Noble19 Mar 2026 · 42 min · 14 chapters
UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul ShahSeeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.18 Mar 2026 · 45 min · 25 chapters
Value + quality + cash flow is kingIn this episode of the Investing Experts podcast, Scott Kaufman from The Dividend Kings discusses the current market dynamics, emphasizing the shift from growth-focused investments to value-oriented…12 Mar 2026 · 27 min · 11 chapters
Steven Cress' 3 REITs for inflationary, heated timesIn this episode, Steven Cress, Head of Quant at Seeking Alpha, discusses the current market environment and presents three REITs (Real Estate Investment Trusts) suitable for investors seeking…4 Mar 2026 · 32 min · 13 chapters
War, $200 oil, and the market’s reckoningIn this episode of the Investing Experts podcast, James Kostohryz, a global portfolio strategist, discusses the geopolitical tensions involving the US, Israel, and Iran, the potential implications…4 Mar 2026 · 1 h 10 min · 29 chapters
Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)In this episode of the Investing Experts podcast, Gary Vaughan from Daily Stock Picks discusses his perspectives on large-cap technology and energy investments, including insights on recent earnings…24 Feb 2026 · 47 min · 23 chapters
Will Barton on High Dividend OpportunitiesSeeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.23 Feb 2026 · 49 min · 17 chapters