Investing Experts

"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.

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

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

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).

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.

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

Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies'.Show Notes:Red Robin: Another Beat And A RaiseSmall Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction InvestingRed Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The ShortsSubscribe to Second Wind Capital by Courage & Conviction InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).Subscribe to Ian's Inside CornerShow Notes:Grupo Aeroportuario del Pacífico: It's Time To Buy This DipGrupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive ThreatMexican Stocks Hit 8-Year Highs, I Remain BullishMcCormick Q1 Results: Slump Is Over, Shares Are A Strong BuyEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.Subscribe to Catalyst Hedge InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions