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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
4 DIC. 2025 · Michael Kramer from https://seekingalpha.com/checkout/mp_1076?source=ie_podcast:life_after_mag7 calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45).
Show Notes:
https://seekingalpha.com/article/4823812-inflation-expectations-tech-valuations-healthcare-opportunities?source=ie_podcast:life_after_mag7
https://seekingalpha.com/news/4528221-artificial-intelligence-etf-aiq-comes-into-focus-as-the-white-house-makes-a-robotics-push?source=ie_podcast:life_after_mag7
https://seekingalpha.com/news/4528027-private-firms-unexdpectedly-shed-32k-jobs-in-november-adp-report?source=ie_podcast:life_after_mag7
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:life_after_mag7
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:life_after_mag7
3 DIC. 2025 · Seeking Alpha's Head of Quant, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:3_ai_stocks on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00).
Show Notes:
https://seekingalpha.com/article/4848772-3-best-ai-stocks-for-the-2025-santa-rally?source=ie_podcast:3_ai_stocks
https://seekingalpha.com/subscriptions/alpha-picks?source=ie_podcast:3_ai_stocks
https://seekingalpha.com/article/4824181-3-stocks-to-buy-from-alpha-pickspro-quant-portfolio?source=ie_podcast:3_ai_stocks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:3_ai_stocks
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:3_ai_stocks
26 NOV. 2025 · Rob Isbitts checks in with analysts https://seekingalpha.com/author/julia-ostian?source=ie_podcast:contrarian_plays, https://seekingalpha.com/author/jack-bowman?source=ie_podcast:contrarian_plays, and https://seekingalpha.com/author/kenio-fontes?source=ie_podcast:contrarian_plays to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).
Show Notes:
https://seekingalpha.com/article/4845570-how-to-build-a-bond-ladder-that-beats-the-s-and-p-500-the-rest-of-this-decade?source=ie_podcast:contrarian_plays
https://seekingalpha.com/article/4846223-walmart-q3-fy26-solid-momentum-and-a-holiday-season-target-should-fear?source=ie_podcast:contrarian_plays
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:contrarian_plays
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:contrarian_plays
23 NOV. 2025 · Steve Cress, our head of https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:6_picks at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19.
Show Notes:
https://seekingalpha.com/article/4824181-3-stocks-to-buy-from-alpha-pickspro-quant-portfolio?source=ie_podcast:6_picks
https://seekingalpha.com/article/4844815-top-income-and-ai-growth-stocks-worth-watching
https://seekingalpha.com/subscriptions/alpha-picks?source=ie_podcast:6_picks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:6_picks
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:6_picks
20 NOV. 2025 · Hoya Capital's https://seekingalpha.com/author/hoya-capital/analysis?source=ie_podcast:reits_are_boring on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05).
Show Notes:
https://seekingalpha.com/article/4701207-reits-are-a-deep-value-opportunity-hoya-capital?source=ie_podcast:reits_are_boring
https://seekingalpha.com/article/4843708-winners-and-losers-of-reit-earnings-season?source=ie_podcast:reits_are_boring
https://seekingalpha.zoom.us/webinar/register/WN_hmYPngKwRl6QiKnXbS75KA#/registration?source=ie_podcast:reits_are_boring
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:reits_are_boring
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:reits_are_boring
17 NOV. 2025 · Travis Koldus runs https://seekingalpha.com/checkout/mp_715?source=ie_podcast:free_cash_flow_yield and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:free_cash_flow_yield
Show Notes:
https://seekingalpha.com/article/4662180-kci-research-on-reits-dividends-and-contrarian-investing?source=ie_podcast:free_cash_flow_yield
https://seekingalpha.com/article/3974898-apple-cheapest-valuation-in-a-decade?source=ie_podcast:free_cash_flow_yield
https://seekingalpha.com/article/4631799-realty-income-shares-have-gone-nowhere-for-7-plus-years-still-not-done-underperforming?source=ie_podcast:free_cash_flow_yield
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:free_cash_flow_yield
13 NOV. 2025 · https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:ai_spending_surge explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:ai_spending_surge
Show Notes:
https://seekingalpha.com/article/4829102-amd-openai-got-a-bargin-i-wouldnt-hold-into-earnings?source=ie_podcast:ai_spending_surge
https://seekingalpha.com/article/4817701-taking-profits-for-yield-and-growth-with-david-alton-clark?source=ie_podcast:ai_spending_surge
https://seekingalpha.com/news/4521592-michael-burry-closes-company-names-phil-clifton-as-successor?source=ie_podcast:ai_spending_surge
Register for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PP
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:ai_spending_surge
10 NOV. 2025 · Victor Dergunov shares why valuations matter more than ever, and how he’s positioning https://seekingalpha.com/checkout/mp_1129?source=ie_podcast:lofty_valuations portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).
Show Notes:
https://seekingalpha.com/article/4695050-victor-dergunov-talks-amazing-ai-run-rolling-corrections-ev-space-and-gold?source=ie_podcast:lofty_valuations
https://seekingalpha.com/article/4839914-the-correction-is-just-getting-started?source=ie_podcast:lofty_valuations
https://seekingalpha.com/article/4801712-compelling-buys-stellar-tech-moves-with-the-financial-prophet?source=ie_podcast:lofty_valuations
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:lofty_valuations
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:lofty_valuations
26 OCT. 2025 · Alex King from Cestrian Capital Research and https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:ice_cold_zen_like_investing on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10).
Show Notes:
https://seekingalpha.com/article/4661559-will-this-market-go-higher-than-anyone-expects?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4619476-tech-volatility-is-a-feature-not-a-bug-alex-king-growth-investor-pro?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4832338-wall-street-breakfast-podcast-quantum-names-pop?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4827309-all-cap-investing-with-kirk-spano?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:ice_cold_zen_like_investing
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:ice_cold_zen_like_investing
19 OCT. 2025 · Fundstrat economic strategist https://fsinsight.com/our-team/?source=ie_podcast:unbelievably_strong_market shares why she's shocked by how strong this market has been despite so many curveballs thrown at it (0:30). News priced in this relentless bull market (8:00). ETFs and stock picking (13:15). Buying the dip will power us to new highs (19:20). Puzzling economic data (21:30). Gold's surprising rally (27:00).
Show Notes:
https://seekingalpha.com/article/4830825-it-looks-like-a-bubble-it-feels-like-a-bubble-but-it-isnt?source=ie_podcast:unbelievably_strong_market
https://seekingalpha.com/symbol/URA?source=ie_podcast:unbelievably_strong_market
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:unbelievably_strong_market
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:unbelievably_strong_market
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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