Investing Experts

Trend following, technical analysis and why price means everything 04.06.2026 40min

Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tax Alpha: Thoughtful asset location 03.06.2026 20min

Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the least in taxes. Leave us a comment about any tax topics you'd like to see discussed in this series.Show Notes:UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul ShahEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Mispriced REITs, AI immunity, and the next real estate cycle 26.05.2026 30min

High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Where the best income opportunities are now 20.05.2026 37min

Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05)Show Notes:Will Barton Talks High Dividend OpportunitiesEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart 17.05.2026 56min

Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)Show Notes:Blue Owl Capital: Don't Believe The (Negative) HypeAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix, Disney, FuboTV, WBD and the streaming media landscape 14.05.2026 52min

Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely one to keep an eye on (27:10) Sports viewership data and methodology (37:30)Show Notes:There Is No Streaming WarWorldCupstreaming.comDanRayburnPodcast.comRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Fundamentals over everything 13.05.2026 44min

Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)Show Notes:AMD, Arm gain server CPU share at Intel's expense in Q1: UBSThe Cure For FOMO With Tech ContrariansRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Everybody wants to panic sell. Don't. 12.05.2026 46min

Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)Show Notes:Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)Know When To Hold 'Em And When To Fold 'EmCredo Technology Group: The Valuation Looks Absurd Until You Do The MathEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Know when to hold 'em and when to fold 'em 05.05.2026 36min

Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)Episode transcriptsShow Notes:Micron, Credo, Lumentum: 3 AI Strong BuysSteven Cress' Top 10 Stocks For 20263 Stocks To Buy From Alpha Picks/Pro Quant PortfolioFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

2 dividend plays, taking profits, and dry powder 23.04.2026 42min

David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20)Show Notes:Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital PreservationInvesting Experts transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ben Carlson: long-term investing still wins - even when it feels wrong 22.04.2026 45min

Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)Show Notes:Blue Owl Capital: Don't Believe The (Negative) HypeRisk and Reward: How to handle market volatility and build long-term wealthInvesting Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Blue Owl Capital: Don't believe the (negative) hype 16.04.2026 51min

High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30)Show Notes:Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is WrongInvesting Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Investing Experts' transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI capex surge, bottlenecks, and the race for ROI 09.04.2026 55min

Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)Show Notes:Why Meta Is The Best Positioned Hyperscaler In 2026Top 5 Stocks For AI's Optical Revolution In 2026Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Micron, Credo, Lumentum: 3 AI strong buys 07.04.2026 31min

Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40)Show Notes:Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%The Cure For FOMO With Tech Contrarians3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The cure for FOMO with Tech Contrarians 31.03.2026 33min

Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)Show Notes:Tech Tug Of War: Fear Vs. GreedAI, chip stocks jump as Trump hints at ending Iran war within weeksRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Real yields, oil, conflict scenarios 31.03.2026 1h 11min

James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)Show Notes:US Inflation Scenarios: War-Induced Oil-Price ShocksWar, $200 Oil, And The Market's ReckoningStock index futures spike on report Trump willing to end warEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Sell, hedge, rotate: Victor Dergunov's strategy for a market correction 26.03.2026 39min

Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)Show Notes:Why I Remain Constructive On U.S. Markets$100 Oil: Short-Term Pain For Long-Term GainLofty Valuations, Overheated Technicals - Managing Market Risk With Victor DergunovEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Avoid S&P + bonds, buy gold + energy - George Noble 19.03.2026 42min

Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)Show Notes:Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah 18.03.2026 44min

Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)Show Notes:Forget The Price Of A Stock. What Is It Worth?Hims & Hers Health And Devon Energy - Raul Shah's Hot TakeGambling.com: Undervalued Company With Tremendous Potential UpsideHims & Hers Health: The Juice Is Worth The SqueezeUnitedHealth: Why AI Is The Secret Weapon For The TurnaroundEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Value + quality + cash flow is king 12.03.2026 27min

Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)Show Notes:Unlocking Dividend Growth With The Dividend KingsEnbridge: When Quality Is OverpricedEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.