Podcast · 99 episodes
Investing Experts, page 4
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 4
Lofty valuations, overheated technicals - managing market risk with Victor DergunovManaging market risk amid lofty valuations and overheated AI/tech technicals; Fed uncertainty and catalyst scarcity driving a potential correction.10 Nov 2025 · 40 min · 14 chapters
Ice cold, zen-like investing with Alex King“Zen-like” investing amid market noise; how to stay cold and focus on price/volume/fundamentals.26 Oct 2025 · 40 min · 14 chapters
This unbelievably strong stock marketThe episode argues the stock market’s strength is being driven by an AI-led bull run that’s “all gas, no brakes,” despite tariffs, shutdown uncertainty, and rising geopolitical tensions.19 Oct 2025 · 37 min · 17 chapters
Making money in biotech stocksHow Jonathan Faison (ROTY Biotech Community / Seeking Alpha) makes money in biotech stocks, emphasizing position sizing, late-stage focus, risk control, and community debate.9 Oct 2025 · 22 min · 11 chapters
Follow signals, don't chase price - JD HenningJD Henning explains his value-and-momentum investing approach, arguing investors should “follow signals, don’t chase price.” He uses quantitative “momentum gauges” across the S&P 500 and 11 sectors,…8 Oct 2025 · 30 min · 11 chapters
Gold and silver mining stocks - potential winnersHow to invest in gold and silver mining stocks, focusing on “potential winners” via producers, developers, and optionality-based explorers; why free cash flow/margins matter; and which stock types to…6 Oct 2025 · 34 min · 12 chapters
All cap investing with Kirk SpanoKirk Spano discusses “all-cap” investing (not just small/mid caps), why the Russell 2000 is structurally hard (about 70% of its companies aren’t profitable), and how to manage choppy periods using an…1 Oct 2025 · 55 min · 15 chapters
Don't fear AI bubble, there will be winners - Tech ContrariansWhether the AI boom is a bubble, and which companies may be winners vs losers.30 Sep 2025 · 36 min · 13 chapters
Investing in small caps with courage and convictionSmall-cap/micro-cap investing during a volatile market; “courage and conviction” investing, not macro timing.22 Sep 2025 · 41 min · 13 chapters
3 stocks to buy from Alpha Picks/Pro Quant PortfolioSeeking Alpha quant system overview (GARP Plus: growth at a reasonable price) and how it generates AlphaPix and ProQuant stock picks; discussion of PEG ratio, dividend “barbell” strategy, rating…21 Sep 2025 · 39 min · 17 chapters
Historic day at the Fed with Danielle DiMartino BoothDanielle DiMartino Booth discusses a “historic day” at the Federal Reserve: Stephen Myron’s rapid Senate confirmation as a Board of Governors governor, likely partisan tensions at the September 17…16 Sep 2025 · 24 min · 9 chapters
Quant buys in cannabisHow a quant model evaluates U.S. cannabis stocks and the Advisor Shares Pure U.S. Cannabis ETF (MSOS), amid news about possible federal descheduling/scheduling changes.11 Sep 2025 · 30 min · 13 chapters
Liquidity flows, volatility shocksHow liquidity and tariff-driven uncertainty can create volatility “shocks,” with parallels to Trade War 1.0 (2018) and a potential repeat pattern in 2025–2026.8 Sep 2025 · 42 min · 14 chapters
How much further will gold and silver run?Whether gold and silver prices can keep rising, framed as “currency of war” demand amid escalating geopolitical risk, plus how interest rates, central bank liquidity, tariffs, and market volatility…4 Sep 2025 · 30 min · 10 chapters
Portfolio positioning for an uncertain market with next gen investorsPortfolio positioning for September/October volatility in an elevated market, focusing on risk management, bond ladders, options hedging, and stock selection amid high valuations and concentrated…3 Sep 2025 · 41 min · 16 chapters
Taking profits for yield and growth with David Alton ClarkMarket risk management for a late-cycle, all-time-high environment—taking profits from growth stocks, building “dry powder,” and reallocating into income (dividends/high yield) while monitoring Fed…28 Aug 2025 · 32 min · 13 chapters
More volatility ahead in this AI bull marketEnd-of-August market outlook for an “AI bull market,” arguing volatility is likely around Fed/Trump developments and upcoming tech earnings (notably NVIDIA).26 Aug 2025 · 30 min · 14 chapters
Inside the Income Factory: credit asset investing with Steven BavariaCredit-asset income investing for yield, using closed-end funds, BDCs, and senior loans/high-yield bonds; also discusses CLOs and specific fund picks.25 Aug 2025 · 18 min · 8 chapters
Powell in Jackson Hole, a little too late - Danielle DiMartino BoothDanielle DiMartino Booth reacts to Jerome Powell’s Jackson Hole remarks and argues the Fed is “a little too late,” but forced by weakening data; she also links easing expectations to bond/yield…22 Aug 2025 · 21 min · 11 chapters
Covered call ETFs SPYI & GPIX upside + downsideCovered call ETFs SPYI and GPIX—how they generate 8%–12% yields via selling call options on S&P 500 holdings, plus upside/downside tradeoffs, “catch-up” mechanics, and tax treatment.20 Aug 2025 · 12 min · 5 chapters
Tech titans' AI strategyTech titans’ AI strategy and how investors should think about AI spending, valuation, and where AI will matter next (healthcare/drug discovery; agentic AI; cloud/ads).30 Jul 2025 · 24 min · 11 chapters
Waiting on tech earnings, don't overplay market seasonalityJay Hatfield discusses late-July market positioning ahead of tech earnings, arguing investors shouldn’t overplay August/September seasonality.23 Jul 2025 · 32 min · 12 chapters
3 tariff resistant stocks from Steven CressThe episode discusses tariff “reignition” ahead of a 90-day pause ending August 1, arguing tariffs could compound existing inflation pressures and raise recession/stagflation risk.22 Jul 2025 · 26 min · 10 chapters
Compelling buys, stellar tech moves with The Financial ProphetMarket rebound after April lows; aggressive “buy at the bottom” strategy; bullish long-term thesis on major tech/AI names; concerns about Fed policy, credit/housing delinquencies, and potential…16 Jul 2025 · 41 min · 18 chapters