
Investing Experts
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast
Latest episodes

Jul 3, 2024 • 37min
Steven Bavaria takes investors inside the income factory
Financial expert Steven Bavaria delves into income generation strategies, emphasizing high yielding asset classes like closed-end funds. He contrasts credit oriented investments with dividend stocks and discusses model portfolio allocation. The podcast explores the pros and cons of REITs and real estate in a volatile market, offering insights into specialized credit type investments for higher yields.

Jul 1, 2024 • 45min
Date your stocks, don't marry them - Jonah Lupton
Guest Jonah Lupton shares his investing strategies: separating great companies from great stocks, fundamentals over technicals (except for swing trades). Discusses why Nvidia is still a top AI play and debates if Tesla is overvalued and potential collaboration with Uber.

Jun 30, 2024 • 32min
3 best summer travel stocks with Steven Cress
Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.Check out Alpha PicksShow Notes:Top 3 Travel Stocks (SA Quant)Global airline revenue expected to reach nearly $1 trillion in 2024Top 4 July Stocks: Hot Month For S&P 500Everything churning in the right direction for cruise industryEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jun 27, 2024 • 46min
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.
How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale for $199!Show Notes:Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge InsteadApple, We Believe, Can Reach $328/Share Tech Volatility Is A Feature Not A BugHow To Beat The S&P 500 Using The S&P 500Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jun 26, 2024 • 23min
REITs are a deep value opportunity - Hoya Capital
Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).Learn more about Hoya Capital Income BuilderShow Notes:State Of REIT Nation: Waiting At The BottomREITs said to have reported a surge in capital raising activities in MayConsumer Shows StressNewLake Capital, IIPR And Cannabis REITsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jun 24, 2024 • 31min
Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024
J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.J Mintzmyer's Value Investor's EdgeShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsMay's CPI cools more than expected, with core CPI rising 3.4% Y/YJ Mintzmyer's Note Of Caution On ShippingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jun 24, 2024 • 8min
Market anxiety, risk repricing and holding cash
Financial expert Michael Kramer from Mott Capital Management discusses market anxiety for the 2nd half of the year, focusing on Nvidia's impact. Talks about Fed rate cuts and risk repricing, implications for bonds, and strategies for navigating volatility with cash and high-quality stocks.

Jun 23, 2024 • 7min
Nvidia as religion and why we're due for a substantial correction
Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)Subscribe to Joe Albano's Tech CacheShow Notes:Switzerland Cuts Rates Again As Fed Holds SteadyAI Tiers And Taking Profits In TechBank of Canada cuts rates for the first time in four yearsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jun 13, 2024 • 36min
Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress
Steven Cress, Head of Quant Strategies at Seeking Alpha, discusses quantitative dividend strategy and the top 10 high-yield dividend stocks. Topics include identifying top dividend stocks, including REITs, Prudential Financial, Conagra Brands, and Coca-Cola. The podcast also covers the importance of analyzing various metrics for dividend safety and the transparency of the assessment system.

Jun 10, 2024 • 40min
Dividend and growth stocks for an overvalued market with David Alton Clark
Guest David Alton Clark discusses capturing alpha with diversified dividend and growth stocks. Topics include being bullish on T. Rowe Price and Duke Energy, market cycles, buying at maximum pessimism, interest rates, Fed cuts, liking growth stocks like Dell, updates on Exxon Mobil, thoughts on oil and energy