Investing Experts

Scott Kaufman, a dividend growth and value-focused investor, shares insights from his work with The Dividend Kings. He dives into key metrics for evaluating dividend stocks and discusses specific companies like LyondellBasell, Dow, and Eastman Chemical. Scott explains the risks of dividend cuts and the importance of baby bonds and preferred securities for income. He also highlights how market sentiment can affect valuation decisions and suggests investing in AI infrastructure rather than the tech winners.

Steven Cress, Head of Quant at Seeking Alpha, shares his expert insights on stock market strategies and top picks for 2025. He discusses the market backdrop, highlighting sector performance and buying opportunities after pullbacks. Cress reveals his top 10 stocks, which returned an impressive 45.6%, far surpassing the S&P 500. He dives into specific winners like Credo Technology and Celestica, and explains the importance of holding strong quant buys through market volatility. Tune in for the full analysis!

Rob Isbitts, an investment commentator and publisher at SunGarden Investors Club, dives into risk management and pragmatic investment strategies. He discusses the impact of the S&P 500's dominance and the importance of building a Treasury bond ladder for predictable cash flow. Rob also shares insights on using ETFs for both offense and defense, highlighting a balanced approach with SPY and BIL. He emphasizes staying calm amid market noise and predicts how the bond market could influence stocks in 2026, making it a must-listen for anyone navigating today’s financial landscape.

Join Sara Awad, a tech investing contributor at Tech Contrarians, as she dives into the implications of Trump's approval for Nvidia's H200 GPUs to China. She discusses the political landscape surrounding these chips and the competitive dynamics with domestic options. Sara delves into Broadcom's strong market positioning, the ongoing memory supercycle impacting major players like Apple, and the future of AI investments. With insights on market corrections and emerging tech trends, she provides a captivating look at the future of technology and investing.

Michael Kramer, an investment analyst with Mott Capital Management, shares insights on the current market landscape. He describes it as 'sideways with a lot of chop' and discusses the implications of a changing environment post-MAG7. Kramer highlights promising healthcare stocks influenced by AI advancements. He also delves into the paradox of the stubborn bond market and its effects on long-term yields. Additionally, he raises concerns about robotics investments amidst larger tech market corrections, emphasizing the importance of liquidity and market dynamics.

Steven Cress, Head of Quant at Seeking Alpha, shares his wealth of investment experience and insight into the world of AI stocks. He highlights Micron and CommScope as strong quant buys, showcasing their solid fundamentals and growth potential. Cress explains the strategy behind purchasing stocks even near their 52-week highs and discusses Seagate's profitability linked to AI demand. He also reflects on quant performance during past market downturns, emphasizing resilience and effective stock selection.

Join analysts Julia Ostian, Jack Bowman, and Kenio Fontes as they dive into today’s market dynamics. Julia discusses broad market corrections beyond tech stocks, while Jack highlights labor trends shaping Fed expectations. Kenio advocates for contrarian investments in real assets and long-term value opportunities. The trio emphasizes the importance of risk management, including position sizing and cash allocation, while revealing their stock picks like Nvidia, Brookfield, and Exxon. Don't miss their insights on navigating the current investment landscape!

Steven Cress, the Head of Quant at Seeking Alpha, brings 35 years of investing experience to the table. He delves into the power of quant strategies and how they outperform traditional investment approaches. Steven introduces a barbell strategy to navigate market volatility, highlighting three dividend income stocks like Merck, known for its solid yield, and three AI growth stocks, including Micron Technology, which is thriving on AI demand. His insights into stock rankings and risk metrics are essential for savvy investors.

In this engaging discussion, David Auerbach, Chief Investment Officer at Hoya Capital and an expert in REITs and ETFs, shares insights on the evolving landscape of real estate investment. He tackles the recent underperformance of REITs, debunks myths about interest rate sensitivity, and highlights the importance of dividends. David emphasizes the resilience of grocery-anchored retail and examines the complexities of office REITs. He also reveals the potential of Hoya Capital's innovative ETFs and the often misunderstood, yet stable, nature of REITs as reliable income generators.

Travis Koldus, founder of The Contrarian and an analyst focused on REITs and valuation, shares fascinating insights into the world of contrarian investing. He explains the importance of price discovery and highlights the current mispricings in stocks. Travis dives into the nuances of REITs amid rising interest rates, and discusses undervalued opportunities in small caps and global markets. He critiques traditional metrics like price-to-sales and champions investing in companies with strong free cash flow yields, urging listeners to view market volatility as a chance for discovery.