

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

Aug 28, 2023 • 46min
Cannabis investing with Alan Brochstein & Julian Lin - REITs and Canadian LPs over MSOs
Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).Subscribe to Julian's Cannabis Growth InvestorSubscribe to Alan's 420 InvestorShow Notes:Innovative Industrial: Top Cannabis Pick With 9% Dividend YieldMasterClass In Cannabis Investing ReduxTop Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake CapitalNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinOrganigram Is Still My Favorite Cannabis StockCuraleaf Could Fall To $2Trulieve Offers An Excellent EntryTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 23, 2023 • 18min
Top AI stock picks and Foot Locker's disappearing dividend with quant pro Steven Cress
Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses the recent pullback in AI stocks, Nvidia's value metric, top buy-the-dip opportunities, and how Quant Ratings detected Foot Locker's problems.

Aug 22, 2023 • 19min
Chart watching + does stock market history rhyme, repeat or not matter that much?
Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00).Show Notes:Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 22, 2023 • 41min
Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate
Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 21, 2023 • 35min
Wall Street's freaky season, trading updates and China's disappointing data
Discussion on Wall Street's freaky season and China's disappointing economic data. Analysis of key resistance on 10 year U.S. Treasury yield. Insights on market timing, trading updates, and portfolio offense and defense.

Aug 17, 2023 • 50min
Ryan Wilday on Bitcoin, Ether, Coinbase charts from an Elliott Wave perspective
Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00).Subscribe to Crypto WavesShow Notes: Cryptocurrencies And Elliott Wave Analysis With Ryan WildayWhere's Bitcoin Going In The Second Half Of 2023?3 Altcoins To Consider In 2023Revisiting BITO And GBTC Before The Coming Bull Market In BitcoinHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow HunterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 17, 2023 • 25min
Quant rating spies more top stocks as market breadth widens with Steven Cress
Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).Show Notes:Top 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 2023AI Disrupts Industries: 3 Tech Stocks To BuyQuant Ratings ExplainedEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 16, 2023 • 48min
$2 million dividend growth portfolio, major tech earnings, Broadcom & SPYI with Austin Hankwitz
Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00).Subscribe to Austin's Cash Flow Freaks investing groupShow Notes:SPYI: Outperforming Both JEPI And XYLD In 2023SPYI: Superior To JEPI In Every Single WayNot All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy TaraboulsiBroadcom quant ratingsEpisode transcriptsAustin Hankwitz on TikTokFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Aug 15, 2023 • 22min
Selling time? Oil, inflation, debt concerns and a T-Bill portfolio
The hosts discuss selling time, oil, inflation, debt concerns, T-Bill portfolio, recent market rally sustainability, trading strategies, technical analysis, future episode plans, rising oil prices, mounting debt, concerns about the Federal Reserve, potential negative consequences, investment strategies, market conditions, and disappointment in Japan.

Aug 13, 2023 • 5min
Disney's upside potential + need for compelling content with Victor Dergunov
Victor Dergunov, The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov.Subscribe to The Financial ProphetTranscripts on Seeking AlphaShow Notes:Finally, Disney Is Dirt CheapWalt Disney rises as Wall Street sees Q3 results, guidance as 'turning point'The Walt Disney Company (DIS) Q3 2023 Earnings Call TranscriptDisney Continues To Gamble On Sports As Overall Business Continues To Seek Identity


