Podcast · 99 episodes
Investing Experts, page 5
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 5
High conviction ideas with next gen investorsNext-gen investors discuss “high conviction” ideas amid an overheated mega-cap U.S.14 Jul 2025 · 46 min · 16 chapters
Netflix is still kingStreaming industry updates, why Netflix remains dominant, and what investors should track (ad tiers, ARPU/CPM, ad-tech, live events, and major spinoffs of linear assets).9 Jul 2025 · 52 min · 17 chapters
Magnificent 7 now the troubling 3, underscores market weaknessMarket concentration and liquidity concerns; “Magnificent Seven” has shifted to “troubling three” (Nvidia/Microsoft/Meta) driving equities, while AI spending may be overhyped and could face…2 Jul 2025 · 29 min · 10 chapters