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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

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United States

Description:

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

Language:

English


Episodes
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2 dividend plays, taking profits, and dry powder

4/23/2026
David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20) Show Notes: Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation Investing Experts transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:42:00

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Ben Carlson: long-term investing still wins - even when it feels wrong

4/22/2026
Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20) Show Notes: Blue Owl Capital: Don't Believe The (Negative) Hype Risk and Reward: How to handle market volatility and build long-term wealth Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:45:05

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Blue Owl Capital: Don't believe the (negative) hype

4/16/2026
High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Show Notes: Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:51:13

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AI capex surge, bottlenecks, and the race for ROI

4/9/2026
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00) Show Notes: Why Meta Is The Best Positioned Hyperscaler In 2026 Top 5 Stocks For AI's Optical Revolution In 2026 Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:55:59

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Micron, Credo, Lumentum: 3 AI strong buys

4/7/2026
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197% The Cure For FOMO With Tech Contrarians 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:31:45

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The cure for FOMO with Tech Contrarians

3/31/2026
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs. Greed AI, chip stocks jump as Trump hints at ending Iran war within weeks Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:33:56

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Real yields, oil, conflict scenarios

3/31/2026
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40) Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $200 Oil, And The Market's Reckoning Stock index futures spike on report Trump willing to end war Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:01:11:11

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Sell, hedge, rotate: Victor Dergunov's strategy for a market correction

3/26/2026
Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Show Notes: Why I Remain Constructive On U.S. Markets $100 Oil: Short-Term Pain For Long-Term Gain Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:39:36

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Avoid S&P + bonds, buy gold + energy - George Noble

3/19/2026
Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30) Show Notes: Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:42:05

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UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

3/18/2026
Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20) Show Notes: Forget The Price Of A Stock. What Is It Worth? Hims & Hers Health And Devon Energy - Raul Shah's Hot Take Gambling.com: Undervalued Company With Tremendous Potential Upside Hims & Hers Health: The Juice Is Worth The Squeeze UnitedHealth: Why AI Is The Secret Weapon For The Turnaround Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:44:42

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Value + quality + cash flow is king

3/12/2026
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00) Show Notes: Unlocking Dividend Growth With The Dividend Kings Enbridge: When Quality Is Overpriced Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:27:29

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Paying dividends: Steven Cress' 3 REITs for inflationary, heated times

3/4/2026
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30) Show Notes: Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected 6 Smart Stock Ideas For A Barbell Strategy 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:32:27

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War, $200 oil, and the market’s reckoning

3/3/2026
Global portfolio strategist James Kostohryz explains why the US and Israel is at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20) Show Notes: Will War Trigger A Bear Market And Spike In Oil? Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:01:09:47

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Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)

2/24/2026
Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30) Show Notes: Stock Pickers Better Know When They're Going To Sell More Volatility Ahead In This AI Bull Market Why Lumentum Wins Over Coherent (For Now) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:46:54

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Will Barton on High Dividend Opportunities

2/23/2026
Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:49:18

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This is a stock picker's market

2/19/2026
Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00) Show Notes: Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock The Mag 7 Hit A Critical Level Not A Bear Market Yet, But It's Already A Stock Picker's Dream High Conviction Ideas With Next Gen Investors Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:52:44

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Tech tug of war: fear vs. greed

2/12/2026
Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Show Notes: AI Spending Surge, Contrarian Take On Tech Stocks Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:35:43

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Profiting from growth and income with Retirement Income Warrior

2/11/2026
David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00) Show Notes: Dividend And Growth Stocks For An Overvalued Market With David Alton Clark Taking Profits For Yield And Growth With David Alton Clark Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:33:30

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Steven Cress' top 10 AI stocks

2/4/2026
Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here. Show Notes: Alpha Picks Steven Cress' Top 10 Stocks For 2026 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Duración:00:49:22

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Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026

1/28/2026
Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026. Show Notes: Bloom Energy Powering the AI Revolution MercadoLibre: Top Quality Stock Deeply Undervalued Bloom Energy: Solving the AI Data Center Power Bottleneck Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Duración:00:51:48