

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 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

Aug 10, 2023 • 19min
Intel, Elliott Wave, Fibonacci and Wyckoff; how to approach ETFs with Cestrian Capital Research
Alex King runs Cestrian Capital Research and Growth Investor Pro. He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro).Subscribe to Alex King's Growth Investor ProFull transcripts on Seeking AlphaShow Notes:We Rate Intel Stock At Accumulate Because It's Not About The NumbersINTC Intel CorporationPost-Earnings Accumulation List With Alex King (Growth Investor Pro)Wall Street Lunch: China-U.S. Chip War Heats UpAmazon Stock Offers Technical Upside, But We Find The Company Fundamentally UnexcitingQQQ ETF Forecast For 2023: What To Watch ForBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearTSLA Tesla, Inc.Microsoft Stock: Potential For All-Time Highs Within 12 Months

Aug 8, 2023 • 37min
Navigating the bond market: yield curve, options and investment strategies from Matthew Tuttle + Rob Isbitts
Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00).Episode transcripts on Seeking AlphaShow Notes:Busting Today's Market Myths With Matthew Tuttle And Rob IsbittsUnited States Loses Top Rating At FitchUnited States loses top rating at Fitch; long-term IDR cut to AA+S&P 500 Rally, DIA Vs. QQQ, Perma-Realism And Tech Giants' Important EarningsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep

Aug 3, 2023 • 11min
Avi Gilburt tracking 3rd wave set up in metals, melt-up; possible oil and bond rally
Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions.Subscribe to The Market Pinball WizardTranscripts on Seeking AlphaShow Notes:Swallowed By Giants: Newmont And Newcrest MiningSentiment Speaks: Silver May ExplodeSentiment Speaks: Here Is The Set Up For A Fast 10% Rally In GoldS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliott Waves With Avi Gilburt (The Market Pinball Wizard)

Aug 2, 2023 • 8min
Why Advanced Emissions Solutions is a rabbit in a hat - Courage & Conviction Investing
Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing.Subscribe to Courage & Conviction Investing's Second Wind CapitalTranscripts on Seeking AlphaADES Advanced Emissions Solutions, Inc.Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1sWill the Advanced Emissions Solutions rebound continue?Advanced Emissions Solutions to merge with Arq

Jul 28, 2023 • 33min
Avi Gilburt warns of potential banking crisis; charts indicate major disruptions
Elliott Wave expert Avi Gilburt returns to discuss raising cash long-term and the possibility of a major bear market (1:35), relying on market sentiment not exogenous events (4:40), metals' 3rd wave setup and possible melt-up (10:15), oil potential for multi-year rally (21:30) bond market's surprising length of consolidation (23:00) and concerns about the banking industry (28:10).Subscribe to Avi's investing group The Market Pinball WizardTranscripts on Seeking AlphaS&P 500 Charts, Oil + Metal Markets With The Market Pinball Wizard's Avi GilburtThe Market According To Elliot Waves With Avi Gilburt (The Market Pinball Wizard)Sentiment Speaks: Can The Market Now Head To New All-Time Highs?Sentiment Speaks: Is The Market Disconnected From Reality, Or Are You?Sentiment Speaks: Is A Market Crash Still Possible?Big Banks Have Massive Exposure: The Fed Does Not Have Your BackBig Banks Have Massive Exposure: Recent Banking Results Are ConcerningMeta Has Spent Itself Into A HoleNewmont: The Bottom Is In For GoldSentiment Speaks: Gold And Silver May Be The Outperforming Assets For 2023Capital One: Danger, Will Robinson, Danger!Sentiment Speaks: $2,428 Target For Gold

Jul 27, 2023 • 41min
Portfolio offense and defense; trade based on what you see with Rob Isbitts and Matthew Tuttle
Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).Transcripts on Seeking AlphaBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEFederal Reserve hikes rate by 25 basis points to highest level in 22 yearsBusiness uncertainty over revenue growth stays higher than prepandemic levelThe Magnificent Seven Or The Mediocre Seven?S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepSARK ETF

Jul 25, 2023 • 48min
Tech volatility is a feature not a bug - Alex King (Growth Investor Pro)
Alex King returns to discuss running Cestrian Capital Research and Growth Investor Pro (1:30), tech's incredible run, why they think Nasdaq has more to go (5:00), Intel and the strategic battle between U.S. and China (22:00), financials' recent earnings (28:20) and their sector and index ETF strategy (31:00).Transcripts on Seeking AlphaSubscribe to Growth Investor ProCan Tech Recover? With Alex King From Cestrian Capital ResearchPost-Earnings Accumulation List With Alex King (Growth Investor Pro)QQQ ETF Forecast For 2023: What To Watch ForWe Rate Intel Stock At Accumulate Because It's Not About The NumbersWe Banked The Free Money From MongoDBMicrosoft Stock: Potential For All-Time Highs Within 12 MonthsBullish On The Nasdaq: QQQ Can Make New All-Time Highs Within A YearHedge funds pivot to Europe amid doubts U.S. tech-led rally has legsGoldman projects AI's impact on S&P fair value and earnings over 20 years


