

Investing Experts
Seeking Alpha
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
Episodes
Mentioned books

Jan 1, 2024 • 8min
Avi Gilburt on bond crash, market sentiment and why he really likes metals
Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.Subscribe to Avi's The Market Pinball WizardEpisode transcriptsShow Notes:Gold: Ready For Blast-OffSentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024Sentiment Speaks: Major Market Move AheadGold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 28, 2023 • 8min
Netflix releases useless data, but still considered the gold standard
Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched & for how long with new data setDisney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024Amazon Prime is getting ads. How does it stack up versus the other streamers?For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 26, 2023 • 13min
Julian Lin on Palantir, Google, Meta and Apple
Julian Lin's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation.Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingGoogle: One Of My Top Picks For 2024Julian Lin on Seeking AlphaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 21, 2023 • 43min
Using technicals to assess market risk with Rob Isbitts
Rob Isbitts, a savvy market strategist, shares his insights on the economic landscape as 2023 wraps up. He discusses how government debt influences market dynamics and the impact of interest rates on investment behavior. Listeners learn about the challenges facing small-cap stocks and why technical analysis is crucial for navigating market volatility. Isbitts also emphasizes personalized investment strategies, advising on the best ETFs tailored to individual financial situations as he looks ahead to opportunities in 2024.

Dec 20, 2023 • 1h
Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn
Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).Episode transcriptsShow Notes:Streaming Reality Vs. Fantasy With Dan RayburnBreaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be BetterNetflix reveals what we watched & for how long with new data setFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 17, 2023 • 11min
J Mintzmyer's 2 Favorite Tankers
Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.Subscribe to J's Value Investor's EdgeEpisode transcriptsShow Notes: Tsakos Energy Navigation: Low Valuation With Significant Upside PotentialFree Webinar Video And Final Free Trial In 2023Today's Best Picks In Shipping Markets For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 7, 2023 • 29min
Avi Gilburt on bond market crash signals; does market get 1 more high?
Financial analyst Avi Gilburt analyzes the start of a major bear market and wonders if the market will reach a higher high. They discuss pullbacks, retail investor advice, and portfolio positioning. The bond market and TLT are analyzed, predicting a rally into 2024 and potential crash. Identifying downside risks and the impending bank crisis are emphasized. Caution in the market, the next few weeks, and seeking professional advice are highlighted.

Dec 6, 2023 • 41min
Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research
Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).Subscribe to Alex's Growth Investor ProShow Notes:The Long Bull Market To ComeNvidia In Transition: We Rate At 'Accumulate' Between $100-$154/ShareThe Federal Carrier Wave Continues To Drive Intel Stock HigherTech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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

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


