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Investing Experts

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Jul 22, 2024 • 32min

New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper

Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video here.Read the transcriptShow Notes:Wall Street Breakfast: End Of WinterSEC at long last approves spot bitcoin ETFsSEC approves spot ethereum ETFs in huge win for crypto worldFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jul 15, 2024 • 33min

Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities

Guest Scott Kaufman from High Dividend Opportunities discusses the importance of cash flow in dividend investing, being agnostic about the macro picture, and quantifying dividend cuts. They also touch on bond ETFs, baby bonds, and the updates on JEPI ETF.
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Jul 11, 2024 • 54min

Top 10 stocks 2nd half 2024 with Steven Cress

Steven Cress, SA's Head of Quantitative Strategy, reveals top 10 stocks for the 2nd half of 2024, including Hercules Capital and SPX Technologies. They discuss strong buy ratings for Kirby and General Motors and growth potential of SilverCrest Metals. PDD Holdings shines for high growth, while Super Micro Computer emerges as a top pick. The podcast offers valuable insights for investors seeking stock recommendations.
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Jul 10, 2024 • 34min

Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of OpportunitiesPowell Says Inflation Isn't The Only ConcernSA Sentiment sees rate cuts starting in September3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIESEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jul 3, 2024 • 37min

Steven Bavaria takes investors inside the income factory

Financial expert Steven Bavaria delves into income generation strategies, emphasizing high yielding asset classes like closed-end funds. He contrasts credit oriented investments with dividend stocks and discusses model portfolio allocation. The podcast explores the pros and cons of REITs and real estate in a volatile market, offering insights into specialized credit type investments for higher yields.
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Jul 1, 2024 • 45min

Date your stocks, don't marry them - Jonah Lupton

Guest Jonah Lupton shares his investing strategies: separating great companies from great stocks, fundamentals over technicals (except for swing trades). Discusses why Nvidia is still a top AI play and debates if Tesla is overvalued and potential collaboration with Uber.
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Jun 30, 2024 • 32min

3 best summer travel stocks with Steven Cress

Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.Check out Alpha PicksShow Notes:Top 3 Travel Stocks (SA Quant)Global airline revenue expected to reach nearly $1 trillion in 2024Top 4 July Stocks: Hot Month For S&P 500Everything churning in the right direction for cruise industryEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jun 27, 2024 • 46min

Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.

How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale for $199!Show Notes:Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge InsteadApple, We Believe, Can Reach $328/Share Tech Volatility Is A Feature Not A BugHow To Beat The S&P 500 Using The S&P 500Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jun 26, 2024 • 23min

REITs are a deep value opportunity - Hoya Capital

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).Learn more about Hoya Capital Income BuilderShow Notes:State Of REIT Nation: Waiting At The BottomREITs said to have reported a surge in capital raising activities in MayConsumer Shows StressNewLake Capital, IIPR And Cannabis REITsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Jun 24, 2024 • 31min

Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.J Mintzmyer's Value Investor's EdgeShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsMay's CPI cools more than expected, with core CPI rising 3.4% Y/YJ Mintzmyer's Note Of Caution On ShippingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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