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Investing Experts

Seeking Alpha

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.

Transcripts: seekingalpha.com/author/investing-experts-podcast
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  • 33 episodes
  • Avg 38 min
  • English

Episodes 33

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  • September 27 · 31 min

    What will Micron's gross margin guide be?

    Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:microns_gross_margin talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings -...

  • September 24 · 51 min

    Being picky with stocks more important than ever

    Treasurys, bonds, caution and patience with https://seekingalpha.com/author/julia-ostian?source=ie_podcast:stock_picky, https://seekingalpha.com/author/kenio-fontes?source=ie_podcast:stock_picky, and...

  • September 22 · 40 min

    Don't sleep on (analog) semiconductors

    Don't sleep on (analog) semiconductors, says Alex King from https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_analog_semiconductors (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true?...

  • September 17 · 42 min

    Look at REITs as dividend income machines

    Hoya Capital's https://seekingalpha.com/checkout/mp_1026?source=ie_podcast:reits_dividend_income_machines says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a...

  • September 13 · 35 min

    Beyond Nvidia: Finding opportunity in the AI buildout

    Joe Albano from https://seekingalpha.com/checkout/mp_1133?source=ie_podcast:beyond_nvidia_ai_buildout explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy -...

  • September 3 · 28 min

    Momentum, fear & the case for buying the dip

    Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:momentum_fear_buying_dip shares why falling stocks like Credo Technology are...

  • September 2 · 24 min

    Tax Loss Harvesting: Tax Alpha with Raul Shah

    Raul Shah from https://seekingalpha.com/author/raul-shah?source=ie_podcast:tax_loss_harvesting talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15) Show Notes:...

  • August 25 · 43 min

    Don't sleep on software

    Alex King from https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_on_software discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole...

  • August 20 · 35 min

    Hedging exposure in this volatile market

    Michael Kramer from https://seekingalpha.com/checkout/mp_1076?source=ie_podcast:hedging_exposure_volatile_market shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare...

  • August 13 · 33 min

    What's up with tech?

    Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:whats_up_tech talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory...

  • August 6 · 32 min

    Make retirement awesome again with Jared Dillian

    Jared Dillian talks about his https://www.jareddillianmoney.com/weekly/the-awesome-portfolio?source=ie_podcast:make_retirement_awesome_again (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds,...

  • August 5 · 20 min

    Tax Alpha with Raul Shah: (mega) backdoor Roth

    Raul Shah provides setups and https://seekingalpha.com/author/raul-shah?source=ie_podcast:mega_backdoor_roth nuance of backdoor Roth and mega backdoor Roth. Show Notes:...

  • July 16 · 38 min

    Steven Cress' Top 2 Stocks H2 2026

    Steven Cress, Seeking Alpha's https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:top_two_stocks_h22026, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip...

  • July 9 · 30 min

    Steven Cress' top 10 stocks for 2026 (mid-year review)

    Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026.  Show Notes: https://seekingalpha.com/article/4860173-steven-cress-top-10-2026-stocks?source=ie_podcast:top_ten_mid_year_review...

  • July 8 · 30 min

    Biotech euphoria driven by fundamentals

    Jonathan Faison, who runs https://seekingalpha.com/checkout/mp_1243?source=ie_podcast:biotech_euphoria, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector...

  • July 7 · 55 min

    We're in (the early stages of) a bubble

    Analyst https://seekingalpha.com/author/clem-chambers/analysis?source=ie_podcast:early_stages_of_bubble explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term returns (12:00) Look at simple...

  • July 1 · 28 min

    Tax alpha with Raul Shah: Roth conversions

    Welcome back to our new series on Investing Experts, Tax Alpha with https://seekingalpha.com/author/raul-shah?source=ie_podcast:roth_conversions! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your...

  • June 17 · 1 hr

    Great market expectations

    Next-gen investing experts https://seekingalpha.com/author/julia-ostian, https://seekingalpha.com/author/kenio-fontes, and https://seekingalpha.com/author/jack-bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a...

Showing 1–20 of 33 episodes