Investing Experts

Seeking Alpha
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Aug 26, 2025 • 30min

More volatility ahead in this AI bull market

Gary Vaughan from Daily Stock Picks shares his expert insights on the volatile AI bull market. He delves into the potential of bonds as a rare buying opportunity and discusses the long-term value of cryptocurrency such as Bitcoin and Ethereum. The conversation also covers Nvidia's performance, Tesla's challenges in the political arena, and the future of robotics. Additionally, Vaughan emphasizes the importance of strategic stock selection and monitoring market trends for long-term success.
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Aug 25, 2025 • 18min

Inside the Income Factory: credit asset investing with Steven Bavaria

Steven Bavaria, the investing group leader behind Inside the Income Factory, shares insights on high-yield investments and credit assets. He delves into the landscape of credit asset investing, emphasizing the advantages of closed-end funds. Bavaria clarifies misconceptions about expense ratios, particularly regarding PBDC. He also explores collateralized loan obligations (CLOs), discussing their structure and risks. Finally, he highlights strategies from the Barron's Global Short Duration High Yield Fund and the Ares Dynamic Credit Allocation Fund, showcasing effective ways to navigate high-yield markets.
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Aug 22, 2025 • 21min

Powell in Jackson Hole, a little too late - Danielle DiMartino Booth

In this engaging discussion, Danielle DiMartino Booth, CEO and Chief Strategist for QI Research and former Fed insider, critiques Fed Chairman Powell's recent comments, suggesting they may have come too late. She delves into the bond market's reaction, the impact of tariffs on corporate America, and parallels between current economic trends and the COVID era. With housing now shifting to a buyer's market and insights on the intriguing dynamics of the US dollar, her expert analysis provides critical perspectives for investors navigating these turbulent times.
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9 snips
Aug 20, 2025 • 12min

Covered call ETFs SPYI & GPIX upside + downside

Jack Bowman, an insightful analyst specializing in covered call ETFs, dives into SPYI and GPIX. He explores the unique advantages of these ETFs and their mechanics while discussing potential yields between 8% to 12%. The conversation highlights risk management strategies employed by fund managers. Bowman also delves into the taxation of options income, explaining how it can benefit investors. With clear contrasts between SPYI's roll-forward approach and GPIX's dynamic strategy, listeners gain valuable insights into navigating volatile markets.
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6 snips
Jul 30, 2025 • 24min

Tech titans' AI strategy

Michael Kramer, a leading analyst at Seeking Alpha, and Dan Rayburn, a streaming expert, dissect the latest strategies from tech giants. They discuss how Apple, Microsoft, Amazon, and Meta are positioning themselves in the burgeoning AI market. The two delve into the intricacies of streaming content, highlighting Netflix's ongoing reign and emerging challenges. Kramer's insights on Amazon's revenue streams and cloud services further reveal the dynamic landscape of tech investments. The conversation emphasizes the significant role of AI in enhancing user engagement and marketing strategies.
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Jul 23, 2025 • 32min

Waiting on tech earnings, don't overplay market seasonality

Jay Hatfield, CEO and CIO of Infrastructure Capital Advisors, shares his insights on the current market landscape. He discusses his shift from a bullish to a neutral stance on tech, particularly a bearish outlook on Tesla. Excitement for Amazon, Broadcom, and Meta shines through, along with strategies for actively managing ETFs. Hatfield also dives into bond market dynamics, the importance of monetary policy, and the often-ignored implications for long-term investors, making this a must-listen for market enthusiasts.
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Jul 22, 2025 • 26min

3 tariff resistant stocks from Steven Cress

Steven Cress, VP of Quantitative Strategies at Seeking Alpha, dives into the timely topic of tariff-resistant stocks and their implications for investors. He highlights three standout stocks: ATI Inc. for its growth potential, Sterling Infrastructure for its impressive domestic earnings, and Bank of America amidst shifting economic landscapes. The discussion also covers effective stock evaluation strategies and the innovative ProQuant investment product, designed to leverage data-driven insights for optimal portfolio performance.
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9 snips
Jul 16, 2025 • 41min

Compelling buys, stellar tech moves with The Financial Prophet

Victor Dergunov, known as The Financial Prophet, is an investment expert leading a vibrant community on Seeking Alpha. In this discussion, he examines current market dynamics and the impact of monetary policy on the economy. He shares his bullish outlook on tech giants like Tesla and Amazon, while cautioning about loan delinquencies amid the earnings season. Dergunov also anticipates challenges in AI spending and reviews the strength of the U.S. dollar, all while advocating for long-term investment strategies.
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Jul 14, 2025 • 46min

High conviction ideas with next gen investors

Rob Isbitts chats with Julia Ostian, an analyst passionate about misunderstood businesses; Jack Bowman, a former teacher turned investment advisor focused on risk management; and Kenio Fontes, a Brazilian analyst keen on tech trends. They dive into insights on the overheated market, the role of the Federal Reserve, and the impact of geopolitical tensions, particularly concerning China. The group also discusses investment strategies around major players like Amazon and Uber, emphasizing adaptability amidst market volatility.
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Jul 9, 2025 • 52min

Netflix is still king

Dan Rayburn, a renowned sector expert in streaming and media, dives into the latest industry trends. He discusses the strategic realignments of WBD and Comcast, contrasting their moves with Disney's traditional approach. The conversation highlights Netflix's stronghold in streaming, as well as its potential partnership talks with Spotify. Rayburn critiques the reliability of metrics like Nielsen ratings and emphasizes the significance of ARPU. He concludes with insights on the evolving landscape of streaming services and the tough financial terrain faced by platforms like Peacock.

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