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Investing Experts
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Manage series 3473653
Вміст надано Seeking Alpha. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Seeking Alpha або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
…
continue reading
Transcripts: seekingalpha.com/author/investing-experts-podcast
245 епізодів
Відзначити всі (не)відтворені ...
Manage series 3473653
Вміст надано Seeking Alpha. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Seeking Alpha або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
…
continue reading
Transcripts: seekingalpha.com/author/investing-experts-podcast
245 епізодів
Усі епізоди
×The importance of total returns; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30). Show Notes: Smart Money with Kai ETFs Have Come A Long Way Smart Money Club Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispire: Underfollowed, Undercovered, And Undiscovered Gem Bank7: A Growth Bank Stock Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Sara Awad from Tech Stock Pros and investing group Tech Contrarians , explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Opportunity Reddit: Buying The Underdog For Its Pace Of Growth Palantir: A Favorable Mix Of Pro-AI And Anti-China Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Alex King runs Growth Investor Pro and discusses hedging the QQQ , especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides . Show Notes: Growth Investor Pro Predictive Analytic Models by Robert P. Balan Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
According to Julian Lin , we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stocks Show Notes: Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations Julian Lin On Palantir, Google, Meta And Apple Reddit: Julian Lin's Top Conviction Idea Palantir Q4: Nvidia Moment Is Here, But Something's Not Right Read our tra nscripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe to Sungarden YARP Portfolio Show Notes: Fed's preferred inflation gauge rises as expected That Was Fast - U.S. Tariffs On Mexico Delayed Fed Chillin' Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz , Chris' current top pick (21:30). This is an excerpt of a recent webinar. Show Notes: Sifting The World Capital One, Discover Financial upgraded to Buy Arbutus expects to significantly reduce its net cash burn in 2025 Burford Capital virtual analyst report Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30). Show Notes: Top Dividend Stocks For 2025 Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20. Subscribe to Sungarden YARP Portfolio Show Notes: The 10X Rule Book The democratization of investment research and the informativeness of retail investor trading Trump-tied crypto project buys over $100M in ether, other tokens Busting Today's Market Myths Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15). Subscribe to Kirk's Margin of Safety Investing Show Notes: President Trump Inherits A Good Economy At Risk And A Big Debt I'm Selling Stocks Hand Over Fist Pfizer: One Of The Next Big AI Winners AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive index, fund holdings, monitoring new IPOs (9:10). Trump's interest in tech and the quantum race (10:40). MicroStrategy as a crypto shell; volatility makes sense (11:30). Dividends, options and who should be buying ETFs (14:15). QTUM risks and advantages (17:00). Show Notes: Trump revokes Biden's orders on AI policies, to set up AI Action Plan Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang Defiance ETFs Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30). Show Notes: Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts The New Trading Frontier: How AI Keeps You One Step Ahead The Key To Investing Success Is Being Wrong A Lot Tuttle Capital Management Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the full video here with slides. Show Notes: Top 10 Stocks For 2025 The Top AI Stocks For 2025 Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20). Show Notes: Eagle Point Credit 2024 Q3 Earnings Call Presentation Steven Bavaria Takes Investors Inside The Income Factory 2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom Majewski Trinity Capital: An Asset Manager In BDC Clothing Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides. Show Notes: International Seaways: Tanker Market Updates, Seasonal Upside Ahead Dry Bulk Market Update: Star Bulk Carriers Interview J Mintzmyer's Note Of Caution On Shipping Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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