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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.
seekingalpha.com/author/investing-experts-podc…
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3 high conviction stocks + charitable giving: tax alpha with Raul Shah
Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities (https://seekingalpha.com/author/raul-shah/analysis?source=ie_podcast:3_high_conviction_charitable_giving) in Hims & Hers, Servi
Tech bubble will pop in 2027
Sara Awad from Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:tech_bubble_pop_2027) answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week
AI spending faces reality check as tech earnings roll in
Chris Ciaccia talks market sell-off, mixed earnings reports (https://seekingalpha.com/news/4655653-meta-projects-q4-2026-revenue-of-73b-76b-while-targeting-reality-labs-loss-around-15b-next?source=ie_podcast:reality_check), and AI spending
SpaceX, Tesla & the next phase of the AI trade
Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings (https://seekingalpha.com/news/4654975-spacex-signals-33b-37b-q1-2027-revenue-while-targeting-2_5minus-3-gw-c
S&P hits all-time highs, AI trade does all the work
From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy (https://seekingalpha.com/author/amrita-roy?source=ie_podcast:sp_ai_trade) and Uttam Dey (https://seekingalpha.com/author/uttam-dey?sour
SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Why Micron Technology deserves its strong buy status (1:50) Steve Cress (https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:origin_story) shares his origin story for the 1st time (11:00) SpaceX’s $8B deal spa
Tax gain harvesting: tax alpha with Raul Shah
Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting. Show Notes: Tax Loss Harvesting: Tax Alpha With Raul Shah (https://seekingalpha.com/article/4942471-tax-loss-harvesting-tax-alpha-with-raul-s
What will Micron's gross margin guide be?
Sara Awad from Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:microns_gross_margin) talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview
Being picky with stocks more important than ever
Treasurys, bonds, caution and patience with Julia Ostian (https://seekingalpha.com/author/julia-ostian?source=ie_podcast:stock_picky), Kenio Fontes (https://seekingalpha.com/author/kenio-fontes?source=ie_podcast:stock_picky), and Jack Bowma
Don't sleep on (analog) semiconductors
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_analog_semiconductors) (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapE
Look at REITs as dividend income machines
Hoya Capital's David Auerbach (https://seekingalpha.com/checkout/mp_1026?source=ie_podcast:reits_dividend_income_machines) says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundam
Beyond Nvidia: Finding opportunity in the AI buildout
Joe Albano from Tech Cache (https://seekingalpha.com/checkout/mp_1133?source=ie_podcast:beyond_nvidia_ai_buildout) explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals
Momentum, fear & the case for buying the dip
Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress (https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:momentum_fear_buying_dip) shares why falling stocks li
Tax Loss Harvesting: Tax Alpha with Raul Shah
Raul Shah from DocShah Financial (https://seekingalpha.com/author/raul-shah?source=ie_podcast:tax_loss_harvesting) talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:1
Don't sleep on software
Alex King from Growth Investor Pro (https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_on_software) discusses the https://seekingalpha.com/author/cestrian-capital-research/analysisreal difference in sentiment and attitud
Hedging exposure in this volatile market
Michael Kramer from Reading The Markets (https://seekingalpha.com/checkout/mp_1076?source=ie_podcast:hedging_exposure_volatile_market) shares why it's important to understand market direction, implied volatility and option positioning (1:00
Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income
What is key right now? Steven Cress (https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:lockheed_martin_sandisk) says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (
What's up with tech?
Sara Awad from Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:whats_up_tech) talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential
Make retirement awesome again with Jared Dillian
Jared Dillian talks about his awesome portfolio (https://www.jareddillianmoney.com/weekly/the-awesome-portfolio?source=ie_podcast:make_retirement_awesome_again) (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing mon
Tax Alpha with Raul Shah: (mega) backdoor Roth
Raul Shah provides setups and explains (https://seekingalpha.com/author/raul-shah?source=ie_podcast:mega_backdoor_roth) nuance of backdoor Roth and mega backdoor Roth. Show Notes: Tax Alpha: Roth Conversions (https://seekingalpha.com/articl
Steven Cress' Top 2 Stocks H2 2026
Steven Cress, Seeking Alpha's Head of Quant (https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:top_two_stocks_h22026), discusses the economic and geopolitical shocks that have shaped 2026, and how it's creat
Predicting S&P 500 at 6,300 - 6,500 by year end
Sanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40) Show Notes: S&P 500 Will Be Around 6,300 By The End Of 2026 (https://seekingalpha.com/article/4887197-s-and-p-500-will-be-around-6300-by-the-
Steven Cress' top 10 stocks for 2026 (mid-year review)
Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. Show Notes: Steven Cress' Top 10 Stocks For 2026 (https://seekingalpha.com/article/4860173-steven-cress-top-10-2026-stocks?source=ie_podca
Biotech euphoria driven by fundamentals
Jonathan Faison, who runs ROTY Biotech Community (https://seekingalpha.com/checkout/mp_1243?source=ie_podcast:biotech_euphoria), says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apog
We're in (the early stages of) a bubble
Analyst Clem Chambers (https://seekingalpha.com/author/clem-chambers/analysis?source=ie_podcast:early_stages_of_bubble) explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term retur
Tax alpha with Raul Shah: Roth conversions
Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah (https://seekingalpha.com/author/raul-shah?source=ie_podcast:roth_conversions)! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax
Great market expectations
Next-gen investing experts Julia Ostian (https://seekingalpha.com/author/julia-ostian), Kenio Fontes (https://seekingalpha.com/author/kenio-fontes), and Jack Bowman (https://seekingalpha.com/author/jack-bowman) share their thoughts on today
What's driving the price of gold
Axel Merk, who manages (https://www.merkinvestments.com/insights-and-reports?source=ie_podcast:whats_driving_price_gold) ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has
The REIT rally
Hoya Capital's David Auerbach (https://seekingalpha.com/author/hoya-capital/analysis?source=ie_podcast:reit_rally) talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the
Small caps are back!
For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing (https://seekingalpha.com/checkout/mp_11
