
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

4 snips
Apr 4, 2025 • 31min
Gold, silver and the fear trade
Don Durrett, a gold and silver expert and contributor at Seeking Alpha, dives into the evolving landscape of precious metals amidst economic uncertainties. He discusses gold's transition as a tier one asset and its price predictions for 2025. The conversation contrasts gold’s stability with silver’s volatility and industrial demand, highlighting current market dynamics. Durrett shares key investment strategies for both metals and emphasizes the importance of patience while navigating a potentially recessionary economy.

Apr 3, 2025 • 44min
Tesla: a nuanced bull/bear conversation
A bull (The Value Edge) and bear (Pacifica Yield) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35)Show Notes:Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry MomentTesla: Love It Or Hate It, Buy The Dip Tesla: It's Finally Time To Trim Wall Street Lunch: Tesla 'Fork In The Road Moment'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Mar 31, 2025 • 24min
Flirting with stagflation
Michael Kramer, founder of Mott Capital Management, shares his expertise on navigating today's tumultuous market. He discusses the challenges of interpreting market signals, hinting at a potential bear market due to mixed economic indicators. Kramer's insights delve into the impact of tariffs on S&P 500 earnings and the necessity of blending technical analysis with options strategies. Additionally, he highlights the complexities of the bond market amidst rising interest rates and the intricacies of inflation's effect on investment dynamics.

Mar 25, 2025 • 40min
Baby bonds, preferreds, and helping investors afford retirement
In this enlightening discussion, Samuel Smith, an investing group leader at High Yield Investor, and Scott Kaufman, managing partner at High Dividend Opportunities, explore the benefits of preferred shares and baby bonds for savvy investors. They share their top selections and delve into the balance of yield versus risk. The duo also emphasizes the importance of investing in quality companies and how the current political climate can impact investment strategies while offering tips to avoid common retirement regrets.

Mar 19, 2025 • 40min
Managing risk through market badness with Rob Isbitts
Discover how to manage investment risk during market turbulence with insights from Rob Isbitts. He discusses the significance of technical analysis and the evolving landscape of dividend investing. Learn about the practical complexities of options and innovative strategies like the 'dog collar' approach to enhance your portfolio. The conversation emphasizes adapting investment tactics to current market conditions, ensuring your strategies remain flexible and informed.

Mar 18, 2025 • 6min
Nvidia and the Super Bowl of AI
Jensen Huang, the visionary CEO of Nvidia, shares his insights on AI's revolutionary impact during a recent keynote at the GTC event. He discusses the fluctuating perspectives on Nvidia's stock, highlighting both bullish and bearish analyst views. The conversation dives into groundbreaking advancements in GPU technology and its significance in the AI landscape. Additionally, listeners learn about the impressive Blackwell Ultra and Rubin processors that promise enhanced performance at lower costs, shaping Nvidia's future in the tech world.

Mar 13, 2025 • 28min
Alt season may not happen; long-term Bitcoin bullishness
With all the recent volatility in crypto, Mike Fay wonders how much has been priced in (1:15). Trump initiatives and why it's hard to not be bullish long-term (3:30). Solana, Ethereum and ranking the various coins (4:45). Bitcoin ETFs and understanding how to hold crypto (9:50). Futures trading and the best reason to go long Coinbase (13:10). Macro picture very compelling setup for bears (14:45).Show NotesCrypto stocks extend swoon as bitcoin drops below $80K, ether under $2KWill Crypto Cream Rise To The Top?MicroStrategy's 'Infinite Money Glitch'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Mar 9, 2025 • 24min
Navigating market turbulence with Steven Cress' barbell approach
Steven Cress, VP of Quant Strategy at Seeking Alpha, shares his expertise on navigating today's tumultuous market landscape. He emphasizes the importance of a barbell approach, balancing defensive dividend stocks with high-growth picks. Cress discusses the influence of Washington on market dynamics and stresses the role of quant ratings for early warnings. He also highlights how shifts in analyst ratings can be crucial indicators of market health. With a focus on discipline and data-driven investment strategies, he offers insights on thriving amid uncertainty.

Mar 6, 2025 • 22min
Bitcoin: Don't panic sell
Kirk Spano, an insightful analyst, shares his expertise on Bitcoin and investment strategies. With persistent volatility in the crypto market, he emphasizes the importance of long-term trends over short-term fluctuations. Discussion around Bitcoin being akin to digital gold highlights its growing adoption. Spano explains the psychological hurdles investors face and the security benefits of personal ownership versus ETFs. He offers strategic advice for navigating the market and suggests keeping calm amidst chaos, while exploring the impact of major players like BlackRock on cryptocurrency.

14 snips
Mar 2, 2025 • 27min
Buying the dip (with these 6 stocks) during market uncertainty
Steven Cress, a stock market analysis expert, discusses the shifting landscape towards defensive sectors like consumer staples and healthcare. He highlights the importance of disciplined investing and shares three top dividend stocks, including VICI Properties. Cress also identifies key stocks to buy on the dip and contextualizes the recent market drops among his 2025 picks. With insights on managing risk in volatile times, listeners gain valuable strategies for navigating uncertainties in the financial market.