Investing Experts

Seeking Alpha
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Mar 29, 2023 • 27min

2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA

Guest Bio: Zachary Marx is a Chartered Financial Analyst (CFA) that has consulted many institutions across all financial markets. Currently, he is a Sr. Quantitative Analyst at Seeking Alpha. Using quantamental methods, Zach searches for the perfect investing opportunities that are hiding in plain sight. Relevant Links:Follow Zachary Marx on Seeking Alpha LICT Corp. - A Shareholder-Friendly MonopolyNelnet: Transitioning To A Best-In-Class Capital Allocator------00:43) - Overall Market Opinion(01:55) - Idea Generation Process(03:02) - Lict Corporation Pitch(11:31) - Nelnet, Inc Pitch(18:16) - What should make potential shareholders excited about this stock?(26:26) - Outro -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Mar 21, 2023 • 30min

3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations

Long-time analyst David Trainer joins this episode to share his "zombie list" of stocks he deems untouchable, as well as 3 names that are ready for your portfolio. -----(0:00) - Intro(0:41) - David Trainer's background(4:30) - The type of investor who connects with David's research(5:57) - Will The Fed raise interest rates on Wednesday?(7:51) - Thoughts on Crypto(10:43) - Are we in a recession?(13:11) - How will tighter credit affect the everyday investor?(16:04) - What's on the "Zombie Stock List?"(17:59) - First stock pick(20:19) - Second stock pick(21:31) - Are these picks for dividends or capital appreciation?(22:31) - Third stock pick(25:18) - Why hasn't the stock price of David's 3rd pick not moved since 1994?(27:38) - Does David expect interest rate cuts in the near future?-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Mar 20, 2023 • 54min

What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter

How did Seeking Alpha author CashFlow Hunter get it right on Silicon Valley Bank (and Silvergate) while almost every other expert got it wrong?Financial industry implosions - what got us here (2:20)Foreseeing the breakdown in Silvergate (SI) and Silicon Valley Bank (SIVB) (6:10)How does banking sector shake out? (17:25)Thoughts on David Tepper reportedly buying bonds of SVB Financial Group (23:40)What's the best way for retail investors to navigate this disruption in the financial system? (28:00)Is Charles Schwab (SCHW) a worthy investment right now? (30:30)Show Notes:CashFlow Hunter on Seeking AlphaDecember 2022 article on Silicon Valley Bank Silicon Valley Bank Fallout: Opportunity In Schwab?Seeking Alpha Premium and PROSeeking Alpha Investing Groups
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Mar 17, 2023 • 27min

What Does Bank Stress Mean For REITs With Brad Thomas (iREIT on Alpha)

Brad Thomas, Founder of iREIT on Alpha, shares insight on what stress in the banking sector means for real estate and REITs. Plus, he gives his selection of which is better, the JEPI ETF or Scwabs's SCHD ETF for investors looking for dividend yield. Read Brad's most recent articles Sign Up For iREIT On Alpha -----(00:00) Intro(00:49) Brad's Background(05:16) Getting started with REIT investing(09:24) Stress in the banking sector and what it means for real estate (12:10) Biggest takeaway from REIT earnings so far this year(15:30) Favorite REIT for this year(19:37) JEPI or SCHD ETF insight breakdown(23:20) JEPI or SCHD ETF for a new investor?(25:32) Outro & Disclosures-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Mar 16, 2023 • 38min

Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)

Beth Kindig and Knox Ridley, from Tech Insider Network, discuss creating a defensive tech portfolio and the hedging strategy of the I/O Fund. This special episode is an excerpt from the full webinar that was recorded on March 14th, 2022. You can access the full webinar replay hereSign up for Tech Insider Network's newsletter now-----(0:00) Intro(0:34) Beth Speaks on Building A Defensive Tech Portfolio(21:25) Knox Speaks on the I/O Fund hedging Strategy(37:42)Outro & Disclosures-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Mar 7, 2023 • 46min

"The US Government Wants To Get Rid of Crypto" With Clem Chambers

This week we're joined by Seeking Alpha contributor Clem Chambers who says he is looking for Bitcoin to fall under $10,000 (36:00), and that there is quite a simple way to invest according to what his Father(12:33), who was a commodities trader, taught him. Read more of Clem's Research Here---------(0:00) Intro(0:54) Clem Chambers background and studying the markets(5:46) How Clem approaches his investments and defining game theory(12:33) What sectors and stocks are Clem favoring for this year? (20:31) The velocity of the money supply and what it means for the US markets(30:25) Diversifying your portfolio of risk(36:00) The Hot Take On Bitcoin(42:44) Get in contact with Clem---------Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Mar 1, 2023 • 42min

Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks)

Austin Hankwitz, from Cash Flow Freaks, joins us for the Hims and Hers earnings recap, the insider look into his public $2 million portfolio initiative, and what his game plan is for the rest of this year is shaping up like. Interested In More Cash Flow Freaks Content - Join Here! ----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**
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Feb 23, 2023 • 45min

The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)

Eric Basmajian from EPB Macro Research breaks down the state of the economy, housing, employment, production, and more. He also shares some sector/ETF choices for your portfolio in 2023. Get The EPB Macro Research Weekly NewsletterCheck Out More Of The EPB Macro Research Full Service----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
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Feb 16, 2023 • 49min

The AI Revolution With Silicon Valley Veteran Bertrand Seguin (App Economy Portfolio)

In this episode, we're joined by Bertrand Seguin from App Economy Portfolio to discuss which company he believes is set up better to lead the AI revolution - Microsoft or Google. Plus, we dive into two stocks that he is recommending to his subscribers that he says are a buy at this moment in time. One of which was just unloaded by Berkshire Hathaway. Check Out App Economy Portfolio Now!----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.
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Feb 9, 2023 • 32min

Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)

In this episode, we're joined by Scott Kaufman from High Dividend Opportunities to get the HDO outlook for 2023, and what they think about the JPMorgan Equity Premium Income ETF(JEPI) that has been getting a lot of buzz for its double-digit yield. Check Out More High Dividend Opportunities Here! ----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

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