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Investing Experts

Latest episodes

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Nov 30, 2023 • 39min

Not a bubble! Julian Lin on tech's profitability and reasonable valuations

Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingNvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk SpanoPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovSam Altman Returns As OpenAI CEO With New BoardEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Nov 27, 2023 • 11min

Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs

Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.Show Notes:Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don DurrettBest Of The Best List: My Favorite Gold And Silver Mining StocksSubscribe to Don's Gold & Silver Mining IdeasEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Nov 21, 2023 • 29min

Portfolio construction, options and covered call ETF vulnerability

Explore portfolio construction strategies with a focus on ETFs, treasuries, and T-bills. Learn about the risks associated with covered call ETFs and the potential vulnerabilities in the market. Gain insights into investment choices and the importance of diversification in managing market risks.
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Nov 16, 2023 • 25min

CPI disappointment, cooling economy, recession ahead? With Mott Capital

Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).Show Notes:Retail relief rally picks up after the CPI report shows consumers may be finally getting a breakOctober CPI Data Comes In SoftThe CPI Report May Deliver A Massive Surprise To The MarketGet your free trial for Michael's Reading The Markets.Episode transcriptFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Nov 14, 2023 • 55min

Streaming reality vs fantasy with Dan Rayburn

"Streaming reality vs fantasy with Dan Rayburn" features streaming expert Dan Rayburn discussing the evolution of the streaming industry, Q3 earnings, and the impact of FAST hype. He analyzes the strategies of streaming companies, challenges in researching the industry, and emphasizes the importance of empathy and accurate information.
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Nov 13, 2023 • 31min

Michael Gayed on credit event phases and the Fed's unprecedented moves

How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).Show Notes:Why Michael Gayed Thinks We're Still In A Bear MarketACWI: Lowered U.S. Exposure Finally A PlusWe May Be In A Crash, And Here's WhySmall-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can TooSubscribe to Michael Gayed's The Lead-Lag ReportEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Nov 9, 2023 • 30min

Chance for a market dip in early 2024 - Chaim Siegel

2024 looks bullish to Chaim Siegel, who sees a chance for a market dip (0:25). He's bullish on Bitcoin and calls it a major Fed instrument (3:10). Quantitative tightening and is a dovish Fed positive for oil prices? (8:35) 3 major drivers to bonds (17:50).Subscribe to Chaim's Fed TraderShow Notes:How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelTesla: Company Risk If They Don't Slow Factory GrowthFed Special: Rates Held, Powell's Tell And Market Impact With Chaim SiegelEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Nov 1, 2023 • 20min

Reading Wall Street research like a pro with Steven Cress

Steven Cress, Head of Quantitative Strategy at Seeking Alpha with 30 years of Wall Street experience, discusses the driving force behind Wall Street research (1:20), the evolving nature of research goals (13:30), and how Seeking Alpha's Quant Ratings validate stock picks (15:50).
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Oct 31, 2023 • 17min

Brad Thomas laser focused on earnings and REITs

Real estate expert Brad Thomas discusses the fundamentals of REITs and why it's a good time to invest in them. He shares his favorite picks, including Mid-America, American Tower, Crown Castle, and Prologis, emphasizing the importance of earnings and dividends in predicting market prices. The speakers also analyze the impact of interest rates and the cost of capital on real estate companies, emphasizing the need for positive earnings growth and quality management.
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Oct 26, 2023 • 21min

U.S. oil & gas is a good bet - Jennifer Warren

Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).Episode transcriptsShow NotesFrom FAANG To FANG?: Economic Clarity Sought (Video)Market Celebrates Artificial Intelligence (Video)Reset And Regenerate: Themes After The Fed Conference (Video)Energy, Tech And AI: Use Cases And MarketsThe Prize Of The Permian: Influencer Pioneer Natural Resources (Video)Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stockChevron to buy Hess in $53B deal to boost production and free cash flowFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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