Podcast · 99 episodes
Investing Experts, page 3
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 3
This is a stock picker's marketThis is a Stock Picker's Market19 Feb 2026 · 53 min · 23 chapters
Tech tug of war: fear vs. greedIn this episode of the Investing Experts podcast, Sarah Awad from Tech Contrarians discusses the current landscape of the tech market, characterized by a tug of war between fear and greed.12 Feb 2026 · 36 min · 20 chapters
Profiting from growth and income with Retirement Income WarriorDeep dive stock analysis and topical market discussions with top analysts and industry experts by Seeking Alpha.11 Feb 2026 · 34 min · 17 chapters
Steven Cress' top 10 AI stocksIn this episode, Steven Cress, Head of Quantitative Strategy at Seeking Alpha, shares insights into the current state of the AI sector and presents his top 10 AI stocks poised for growth in 2026.4 Feb 2026 · 49 min · 27 chapters
Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026Investing Experts Live: Beth Kindig and Andres Cardenal's Top Growth Picks for 202628 Jan 2026 · 52 min · 19 chapters
Investing Experts Live: Steven Bavaria and Samuel Smith's top income picks for 2026Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.28 Jan 2026 · 49 min · 15 chapters
How to build your perfect portfolio with Cullen RocheIn this episode of the Investing Experts podcast, host Irina interviews Cullen Roche, a financial advisor and author of the book *Your Perfect Portfolio*.21 Jan 2026 · 49 min · 15 chapters
Steven Cress' top 10 stocks for 2026Steven Kress (Seeking Alpha quant team) reviews 2025 market conditions and explains why “quant” and GARP-style stock selection may still work in a volatile 2026, then lists his “top 10 stocks for…15 Jan 2026 · 44 min · 23 chapters
Chris DeMuth Jr. shares some stock picksValue investing focused on special situations and event-driven opportunities, emphasizing buying assets at discounts to NAV and using policy/regulatory and corporate-change catalysts. He argues U.S.12 Jan 2026 · 46 min · 20 chapters
Innovative Industrial Properties: Leverage (for a REIT) is everythingRescheduling (Schedule 1 to Schedule 3) viewed from the cannabis REIT landlord perspective, arguing Innovative Industrial Properties (IIPR) should benefit more than MSOs because rent is collected…8 Jan 2026 · 41 min · 18 chapters
Quant Q&A with Steven CressQuant Q&A with Steven Cress covering how his quant system grades stocks (Z-scores turned into A+ to F), why momentum/valuation ratings change, and how to think about portfolio actions (hold vs sell),…7 Jan 2026 · 19 min · 9 chapters
Shipping market insights for 2026Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.4 Jan 2026 · 30 min · 12 chapters
There is no streaming warThe episode argues there is no “streaming war.” Instead, streaming companies compete for consumers’ limited time and money through different business models (content ownership, advertising, commerce)…23 Dec 2025 · 54 min · 17 chapters
Unlocking dividend growth with The Dividend KingsDividend Kings’ dividend growth/value approach—how they evaluate dividend safety and growth, use valuation metrics, and build a model portfolio mixing common stocks with baby bonds/preferreds;…18 Dec 2025 · 32 min · 14 chapters
Steven Cress reviews his top 10 stocks for 2025Steven Kress reviews his “top 10 stocks for 2025” (picked Jan 9) and explains 2025 market rotations (AI/risk-on vs safe havens like gold), tariff/trade-war volatility, Fed rate cuts, and why he…16 Dec 2025 · 40 min · 16 chapters
Keep it simple with bonds and ETFsSimplicity in investing using bonds and ETFs, anchored by a bond ladder/treasury approach plus an “offense vs defense” ETF mix, guided by his ROAR risk score.11 Dec 2025 · 36 min · 11 chapters
Nvidia and the H200 landscape; Broadcom's strategic positioningNvidia’s potential re-entry to China with H200s amid US export limits, plus Broadcom’s AI-ASIC/network strategy, the AI-driven memory shortage, and related investor implications for 2026.10 Dec 2025 · 23 min · 9 chapters
Life after Mag 7Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.4 Dec 2025 · 31 min
3 well-positioned AI stocks from Steven CressA podcast featuring deep dives into stock analysis and topical discussions on the market with top analysts and industry experts.3 Dec 2025 · 33 min
Contrarian plays and real asset opportunities from next gen investorsA macro/stock-picking discussion on whether markets are in an “AI bubble,” arguing that the bigger issue is correlation/indexation and risk management amid broad selloffs and macro uncertainty (Fed…26 Nov 2025 · 34 min · 12 chapters
Steven Cress' 6 picks: 3 dividend income, 3 AI growth stocksSteve Cress (Seeking Alpha head of quant) explains his “barbell” strategy for volatile markets: pair defensive dividend/income stocks with AI growth stocks, using Seeking Alpha’s quantamental system…23 Nov 2025 · 42 min · 17 chapters
REITs are boring and boring is goodREIT performance after the Fed’s 2022 rate hikes, why “boring is good,” how investors should think about interest rates and dividends, and which REIT sectors look strongest/weakest.20 Nov 2025 · 41 min · 17 chapters
It ultimately comes down to free cash flow yieldActive investing in a market dominated by passive flows; why free cash flow yield and starting valuation matter now, with macro context (U.S.17 Nov 2025 · 41 min · 18 chapters
AI spending surge, contrarian take on tech stocksAI-driven tech spending surge and a contrarian view that the “AI bubble pop” fears are premature; instead, expect a near-term deflation/bubble deflating from infrastructure ramp hiccups, with a…13 Nov 2025 · 40 min · 14 chapters