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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
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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
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Transcripts: seekingalpha.com/author/investing-experts-podcast
Episodios & Posts
Episodios
Posts
14 MAY. 2025 · Sara Awad, from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:tech_stockshttps://seekingalpha.com/author/tech-stock-pros?source=ie_podcast:tech_stocks returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading https://seekingalpha.com/article/4782650-advanced-micro-devices-inc-amd-q1-2025-earnings-call-transcript?source=ie_podcast:tech_stocks (32:30).
Show Notes:
https://seekingalpha.com/article/4757935-deepseek-isnt-new-nvidia-concerns-downgrading-amd-plus-3-semi-caps?source=ie_podcast:tech_stocks
https://seekingalpha.com/article/4773816-stressful-markets-but-lots-of-opportunities-in-tech?source=ie_podcast:tech_stocks
https://seekingalpha.com/article/4782862-the-worst-has-happened-to-super-micro-load-up-under-30-rating-upgrade?source=ie_podcast:tech_stocks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:tech_stocks
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:tech_stocks
13 MAY. 2025 · Shipping expert https://seekingalpha.com/author/j-mintzmyer/analysis?source=ie_podcast:shorting_walmart_mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35).
Show Notes:
https://seekingalpha.com/article/4748570-charting-the-course-in-shipping-with-j-mintzmyer?source=ie_podcast:shorting_walmart_mintzmyer
https://seekingalpha.com/article/4694691-j-mintzmyers-note-of-caution-on-shipping?source=ie_podcast:shorting_walmart_mintzmyer
https://seekingalpha.com/news/4446259-shipping-stocks-rally-as-us-china-tariff-pause-eases-trade-tensions?source=ie_podcast:shorting_walmart_mintzmyer
https://seekingalpha.com/checkout/mp_316?source=ie_podcast:shorting_walmart_mintzmyer
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:shorting_walmart_mintzmyer
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:shorting_walmart_mintzmyer
12 MAY. 2025 · Renowned investor https://ritholtz.com/?source=ie_podcast:barry_ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On Bitcoin and gold (46:00).
Show Notes:
https://seekingalpha.com/article/4772933-trump-playing-chicken-with-the-world?source=ie_podcast:barry_ritholtz
https://www.hownottoinvestbook.com/?source=ie_podcast:barry_ritholtz
https://www.bloomberg.com/podcasts/series/master-in-business?source=ie_podcast:barry_ritholtz
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:barry_ritholtz
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:barry_ritholtz
7 MAY. 2025 · Sanjeev Sharma returns to explain his methodology and share his https://seekingalpha.com/article/4770291-s-and-p-500-set-to-reach-7500-in-2025-under-sharmas-disposable-income-formula?source=ie_podcast:target_2025_sanjeev_sharma for 2025 (0:40). Primary concerns this year are supply shocks and population growth (8:45). Understanding the consumer = understanding the stock market (12:00).
Show Notes:
https://seekingalpha.com/article/4676842-s-and-p-500-6000-by-end-of-2024-sanjeev-sharma?source=ie_podcast:target_2025_sanjeev_sharma
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:target_2025_sanjeev_sharma
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:target_2025_sanjeev_sharma
6 MAY. 2025 · The importance of asset allocation and how investors can achieve alpha, according to https://seekingalpha.com/checkout/mp_86?plan_id=full_annual&source=ie_podcast:macroeconomic_shocks (1:40). 3 major shocks facing the US economy (4:30). Why https://seekingalpha.com/news/4437731-us-gdp-contracts-in-q1-weaker-than-expected?source=ie_podcast:macroeconomic_shocks number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). (https://seekingalpha.com/symbol/SDS?source=ie_podcast:macroeconomic_shocks) and going short on implied volatility (35:15). How dependent the US is on international trade, China in particular (41:50).
Show Notes:
https://seekingalpha.com/article/4777106-gold-no-longer-safe-why-im-taking-profits-on-gold-and-miners?source=ie_podcast:macroeconomic_shocks
https://seekingalpha.com/article/4727753-will-war-trigger-a-bear-market-and-spike-in-oil?source=ie_podcast:macroeconomic_shocks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:macroeconomic_shocks
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:macroeconomic_shocks
1 MAY. 2025 · Clem https://seekingalpha.com/author/clem-chambers?source=ie_podcast:portfolio_spring_cleaning on being bullish and bearish at the right time (1:10). On international markets (7:15). Gold, silver, and crypto (9:40). What's wrong with ethereum (20:45). Are Bitcoin ETFs a worthy investment (26:10)? Platinum, a no-brainer opportunity (29:30).
Show Notes:
https://seekingalpha.com/article/4776083-gold-guns-and-the-market-what-rising-tensions-really-mean-for-your-portfolio?source=ie_podcast:portfolio_spring_cleaning
https://seekingalpha.com/article/4770660-the-crash-of-2025-one-chart-that-will-flash-a-final-warning?source=ie_podcast:portfolio_spring_cleaning
https://seekingalpha.com/article/4744779-platinum-asset-you-should-start-stacking-now-through-dca?source=ie_podcast:portfolio_spring_cleaning
https://seekingalpha.com/article/4742413-bitcoin-onwards-to-the-top-managing-the-endgame?source=ie_podcast:portfolio_spring_cleaning
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:portfolio_spring_cleaning
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:portfolio_spring_cleaning
29 ABR. 2025 · Tackling an interesting shift in the investment landscape with dividend ETF https://seekingalpha.com/symbol/SCHD?source=ie_podcast:dividend_etf_schd. What's fueling the momentum? (1:00) Can't ignore market context (6:25). Questions remain about SCHD (8:00).
Show Notes:
https://seekingalpha.com/news/4435090-dividend-etfs-such-as-schd-garner-investor-attention-after-liberation-day?source=ie_podcast:dividend_etf_schd
https://seekingalpha.com/article/4778067-schd-why-investors-choose-income-investing-over-growth-and-schds-role?source=ie_podcast:dividend_etf_schd
https://seekingalpha.com/article/4776048-addressing-schd-collapse-your-approach-needs-to-change?source=ie_podcast:dividend_etf_schd
https://seekingalpha.com/article/4769756-schd-good-times-not-great?source=ie_podcast:dividend_etf_schd
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:dividend_etf_schd
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:dividend_etf_schd
28 ABR. 2025 · Apple earnings - look for commentary about China US tariff situation (0:15). Same with Amazon's earnings. Meta reporting. Microsoft - tariff proof? (1:10). Don't sleep on economic data (2:00). This is an excerpt from a recent Wall Street Breakfast https://seekingalpha.com/article/4778324-earnings-dominating-but-dont-sleep-on-economic-data?source=ie_podcast:upcoming_apple_amazon_microsoft_meta.
Show Notes:
https://seekingalpha.com/news/4436253-apple-earnings-focus-for-investors-leans-beyond-june-quarter-morgan-stanley?source=ie_podcast:upcoming_apple_amazon_microsoft_meta
https://seekingalpha.com/news/4436400-retail-blockbuster-amazon-earnings-this-week-could-reset-expectations-across-the-retail-sector?source=ie_podcast:upcoming_apple_amazon_microsoft_meta
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:upcoming_apple_amazon_microsoft_meta
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:upcoming_apple_amazon_microsoft_meta
8 ABR. 2025 · Sara Awad from https://seekingalpha.com/checkout/mp_1428?avoid_pp=true&source=ie_podcast:opportunities_in_tech returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). https://seekingalpha.com/article/4773450-tesla-3-reasons-to-sell-none-of-which-are-tariffs-downgrading-to-sell?source=ie_podcast:opportunities_in_tech on Tesla long-term (14:40). https://seekingalpha.com/article/4757935-deepseek-isnt-new-nvidia-concerns-downgrading-amd-plus-3-semi-caps?source=ie_podcast:opportunities_in_tech on Nvidia and 3 semiconductor stocks (19:15).
Show Notes:
https://seekingalpha.com/article/4773024-coreweave-luck-wont-cut-it-reiterate-sell?source=ie_podcast:opportunities_in_tech
https://seekingalpha.com/article/4772657-tesla-a-nuanced-bullbear-conversation?source=ie_podcast:opportunities_in_tech
https://seekingalpha.com/news/4429276-trump-says-he-wont-pause-us-tariffs-but-is-willing-to-negotiate-trade-deal?source=ie_podcast:opportunities_in_tech
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:opportunities_in_tech
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:opportunities_in_tech
4 ABR. 2025 · Gold and silver expert https://seekingalpha.com/checkout/mp_1430?source=ie_podcast:gold_silver_fear_trade contextualizes gold's transition period (0:30). Is it the same for silver? (6:30) Gold price target for 2025 (16:30).
Show Notes:
https://seekingalpha.com/news/4425398-gold-stocks-seeking-alpha-analysts-vs-wall-street?source=ie_podcast:gold_silver_fear_trade
https://seekingalpha.com/article/4654313-gold-and-silver-don-durretts-3-easy-picks-2-favorites-and-4-etfs?source=ie_podcast:gold_silver_fear_trade
https://seekingalpha.com/article/4684539-buying-to-the-bottom-in-gold-and-silver-with-don-durrett?source=ie_podcast:gold_silver_fear_trade
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:gold_silver_fear_trade
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:gold_silver_fear_trade
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
mostra más
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
mostra menos
Transcripts: seekingalpha.com/author/investing-experts-podcast
Información
| Autor | Seeking Alpha |
| Organización | Seeking Alpha |
| Categorías | Inversión , Economía y empresa |
| Página web | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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