- wöchentlichErscheinungsrhythmus
- 37 mintypische Länge
- vor 3 Tagenletzte Folge
Folgenzu den neuesten
Market shifts from risk on to risk off
David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO
3 growth & income stocks to buy + Steve answers your questions
Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (https://seekingalpha.com/subscriptions/quant-growth-income?source=ie_podcast:qgi) (6:30) Q&A with Steve (13:30)
Trend following, technical analysis and why price means everything
Mike Toney-Hoffman from TrendSpider (https://trendspider.com/?_go=seekingalpha?source=ie_podcast:trend_following_technical_analysis) shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6
Tax Alpha: Thoughtful asset location
Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah (https://seekingalpha.com/author/raul-shah?source=ie_podcast:thoughtful_asset_location)! Today we're discussing asset location, ie, putting the right investments in the
Mispriced REITs, AI immunity, and the next real estate cycle
High Yield Landlord's Jussi Askola (https://seekingalpha.com/checkout/mp_1268?source=ie_podcast:jussi_askola_reit_playbook) joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total
Where the best income opportunities are now
Will Barton from High Dividend Opportunities (https://seekingalpha.com/checkout/mp_1006?source=ie_podcast:best_income_opportunities) talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates an
George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart
Legendary investor George Noble (https://georgenoble.substack.com/?source=ie_podcast:george_noble_tesla_falling_apart) talks inflation, bond market disarray and the Best Income Ideas Online Summit (https://noble-capevents.com/sa-rena/?sourc
Netflix, Disney, WBD and the streaming media landscape
Streaming media expert Dan Rayburn (https://www.streamingmediablog.com/?source=ie_podcast:netflix_disney_fubotv) explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers
Fundamentals over everything
Sara Awad from Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:fundamentals_over_everything) discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6
Everybody wants to panic sell. Don't.
Gary Vaughan from Daily Stock Picks (https://open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?source=ie_podcast:panic_sell_dont) 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 wh
Know when to hold 'em and when to fold 'em
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)
2 dividend plays, taking profits, and dry powder
David Alton Clark, who runs Retirement Income Warrior (https://seekingalpha.com/checkout/mp_1156?source=ie_podcast:dry_powder), shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Pas
Ben Carlson: long-term investing still wins - even when it feels wrong
Portfolio Manager, Author, Podcaster Ben Carlson (https://awealthofcommonsense.com/?source=ie_podcast:ben_carlson) on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stoc
Blue Owl Capital: Don't believe the (negative) hype
High Yield Investor's Samuel Smith (https://seekingalpha.com/checkout/mp_1369?source=ie_podcast:blue_owl_capital_negative_hype) shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20)
AI capex surge, bottlenecks, and the race for ROI
Two of Seeking Alpha's top tech analysts, Amrita Roy (https://seekingalpha.com/author/amrita-roy) and Uttam Dey (https://seekingalpha.com/author/uttam-dey), share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical co
Micron, Credo, Lumentum: 3 AI strong buys
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress (https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:micron_lumentum_credo) highlights 3 AI stocks: Micron Technology, Lumentum
The cure for FOMO with Tech Contrarians
Sara Awad from Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:cure_for_FOMO) explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google
Real yields, oil, conflict scenarios
James Kostohryz, who runs Successful Portfolio Strategy, (https://seekingalpha.com/checkout/mp_86?source=ie_podcast:real_yields_oil_conflict) on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced
Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
Victor Dergunov, The Financial Prophet, (https://seekingalpha.com/checkout/mp_1129?source=ie_podcast:sell_hedge_rotate) 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 oi
Avoid S&P + bonds, buy gold + energy - George Noble
Renowned investor George Noble (https://georgenoble.substack.com/?source=ie_podcast:avoid_sandp_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:
UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
Raul Shah from DocShah Financial (https://seekingalpha.com/author/docshah-financial/analysis?source=ie_podcast:hims_unh_gambling) shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk t
Value + quality + cash flow is king
Scott Kaufman from The Dividend Kings (https://seekingalpha.com/checkout/mp_1319?source=ie_podcast:value_quality_cashflow) explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (
Steven Cress' 3 REITs for inflationary, heated times
Seeking Alpha's Head of Quant, Steven Cress, (https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:cress_3_reits) gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron
War, $200 oil, and the market’s reckoning
Global portfolio strategist James Kostohryz (https://seekingalpha.com/checkout/mp_86?source=ie_podcast:war_200_oil) explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to b
Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)
Gary Vaughan from Daily Stock Picks (https://open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?source=ie_podcast:large_cap_tech_daily_stock_picks) returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fun
Will Barton on High Dividend Opportunities
Will Barton from High Dividend Opportunities (https://seekingalpha.com/checkout/mp_1006?source=ie_podcast:will_barton_hdo) shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00)
This is a stock picker's market
Next-gen investing experts Julia Ostian (https://seekingalpha.com/author/julia-ostian?source=ie_podcast:stock_pickers_market), Jack Bowman (https://seekingalpha.com/author/jack-bowman?source=ie_podcast:stock_pickers_market), and Kenio Fonte
Tech tug of war: fear vs. greed
Tech Contrarians (https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:tech_tug_of_war) take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point
Profiting from growth and income with Retirement Income Warrior
David Alton Clark, Retirement Income Warrior, (https://seekingalpha.com/checkout/mp_1156?internal_promotion=true) discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stock
Steven Cress' top 10 AI stocks
Head of Quantitative Strategy at Seeking Alpha, Steven Cress, (https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:cress_top_ten_ai_stocks) shares why the AI sector still looks good and which stocks look best for this
