Investing Experts

Steve Cress advises investors to stay calm amid market volatility, arguing that the absence of a systemic debt crisis makes this correction a potential buying opportunity. Benefits of equal-weighted ETFs like RSP, and opportunities in Quant Strong Buy stocks such as Allstate. Resilience of corporate earnings and long-term growth outlook for semiconductors and AI.

Show Notes:
From Ballots To Markets What The Midterms Mean For Stocks
Quant Growth & Income portfolio
Alpha Picks portfolio
Steve Cress articles on Seeking Alpha

Episode transcripts

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The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.

Show Notes:
Being Picky With Stocks More Important Than Ever
ETF Portfolio Mechanics

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Main Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver. Highlighting opportunities in infrastructure, energy, industrials and hyperscalers while remaining cautious on semiconductor stocks. 

Episode transcripts

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Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.

Show Notes
Hims & Hers Health: The Lollapalooza Effect Of GLP-1s
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
UnitedHealth Group: Operating Leverage Should Continue Sending The Stock Higher

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Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)

Show Notes
What Will Micron's Gross Margin Guide Be?

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Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15)

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Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.

Episode transcripts

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From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.

Show Notes:
AI Capex Surge, Bottlenecks, And The Race For ROI
SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story

Episode transcripts

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Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)

Show Notes:
Momentum, Fear & The Case For Buying The Dip

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Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting.

Show Notes:
Tax Loss Harvesting: Tax Alpha With Raul Shah
DocShah Financial

Episode transcripts

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Sara Awad from Tech Contrarians 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 - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35)

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Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00)

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Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)

Show Notes:
Don't Sleep On Software

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Hoya Capital's David Auerbach 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 reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35)

Watch this episode on YouTube

Episode transcripts

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Joe Albano from Tech Cache 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 - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10)

Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
An Agentic AI Tide Lifting All Boats

Episode transcripts

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Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40)

Show Notes:
Why Conviction Matters In Uncertain Times
Alpha Picks

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Raul Shah from DocShah Financial 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:
Hims & Hers Health: Still An Undervalued Company With Tremendous Upside
ServiceNow: Greater Business, Greater Opportunity
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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Alex King from Growth Investor Pro 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 = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50)

Show Notes:
Ice Cold, Zen-Like Investing With Alex King

Episode transcripts

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Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less (19:00) Be wary of passive investing (30:15)

Episode transcripts

Show Notes:
Life After Mag 7

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What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25)

Show Notes:
Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth
Alpha Picks
Quant Growth & Income Portfolio

Episode transcripts

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Sara Awad from Tech Contrarians 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 dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)

Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians

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Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20)

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Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth.

Show Notes:
Tax Alpha: Roth Conversions
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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Steven Cress, Seeking Alpha's Head of Quant, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why quant? (16:40) Top 2 stocks for H2 '26 (34:00)

Show Notes:
Top 10 Stocks For H2 2026
Top Stocks For H2 2026! (Replay)
Steven Cress' Top 10 Stocks For 2026

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Sanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40)

Show Notes:
S&P 500 Will Be Around 6,300 By The End Of 2026
S&P 500: 7,000 Target For 2025 - Sanjeev Sharma

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Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. 

Show Notes:
Steven Cress' Top 10 Stocks For 2026
2026 Top Stocks Mid-Year Performance Review (Video)

Episode transcripts

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Jonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40)

Show Notes:
Vertex to acquire Crinetics Pharmaceuticals in $10B deal
Making Money In Biotech Stocks

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Analyst Clem Chambers 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 technicals and financials, be suspicious of words (16:40) Soft spot for ETFs (24:55) Highlighting Neo Performance Materials (31:45)

Show Notes:
How Much Further Will Gold And Silver Run?
Intel Stock: Why The Trump Call Won't Fail
aNewFN

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Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15)

Show Notes:
Tax Alpha With Raul Shah: Thoughtful Asset Location
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)

Show Notes:
SpaceX: The Most Misunderstood IPO In Decades
The Terrifying Truth Behind The SpaceX IPO
The Fed Is Looking Through The May CPI Report

Episode transcripts

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Axel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05)

Episode transcripts

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Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026

Show Notes:
REITs Are Boring And Boring Is Good
iREIT®+HOYA Capital

Transcripts

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For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)

Show Notes:
Investing In Small Caps With Courage And Conviction
BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out

Transcripts

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David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)

Show Notes:
The Death Of Buy And Hold Has Been Greatly Exaggerated
Taking Note Of Market Patterns
Market Misbehavior

Transcripts

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Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)

Show Notes:
Know When To Hold 'Em And When To Fold 'Em
A Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

Transcripts

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Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50)

Episode transcripts

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Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the least in taxes. Leave us a comment about any tax topics you'd like to see discussed in this series.

Show Notes:
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)

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Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05)

Show Notes:
Will Barton Talks High Dividend Opportunities

Episode transcripts

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Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)

Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Episode Transcripts

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Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely one to keep an eye on (27:10) Sports viewership data and methodology (37:30)

Show Notes:
There Is No Streaming War
WorldCupstreaming.com
DanRayburnPodcast.com

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Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)

Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians

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Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)

Show Notes:
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Know When To Hold 'Em And When To Fold 'Em
Credo Technology Group: The Valuation Looks Absurd Until You Do The Math
Episode transcripts

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Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)

Episode transcripts

Show Notes:
Micron, Credo, Lumentum: 3 AI Strong Buys
Steven Cress' Top 10 Stocks For 2026
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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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

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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

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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

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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

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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

Episode transcripts

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Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, 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

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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

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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

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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

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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

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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

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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

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Global portfolio strategist James Kostohryz explains why the US and Israel are 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

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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

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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)

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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

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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

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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

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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

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Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: (FOF) and (OWL), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026.

Show Notes:
'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund
My Ultimate Contrarian Bet For 2026: Blue Owl Capital

Investing Experts' transcripts

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Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).

Show Notes:
The Good Enough Portfolio
Discipline Funds

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Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026!

Show Notes:
Alpha Picks
Steven Cress' Top 2025 Stocks
Steven Cress Reviews His Top 10 Stocks For 2025

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Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50).

Show Notes:
Sifting the World
California First Leasing Year-End Review
CoreWeave: Core Needs A Collar

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Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).

Show Notes:
Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction Buy
Cannabis Investing In The Trump Era

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Seeking Alpha's Head of Quant, Steven Cress, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing risk; value and growth (11:10). Diving deeper into quant metrics and weightings (13:10).

Show Notes:
Top 10 Stocks For 2026
Get Alpha Picks
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).

Show Notes:
In Shipping, Global Macro Matters More Than Ever
Buy Cmb.Tech: Shipping Poised To Outperform Into 2026
Why Dry Bulk Is A Top Pick In 2026

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Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)

Show Notes:
Netflix Is Still King
Streaming Media Blog

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Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).

Show Notes:
Realty Income: Undervalued, Underappreciated, And Unloved
Regions Financial: 4.31% Yield With Big Dividend Growth

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Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results.

Show Notes:
Steven Cress' Top 2025 Stocks
Register for Top Stocks 2026

Episode Transcripts

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Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45).

Show Notes:
Contrarian Plays And Real Asset Opportunities From Next Gen Investors
How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade

Episode Transcripts

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How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).

Show Notes:
Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut
Don't Fear AI Bubble, There Will Be Winners
AI Spending Surge, Contrarian Take On Tech Stocks

Episode Transcripts

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Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45).

Show Notes:
Inflation Expectations, Tech Valuations, Healthcare Opportunities
White House makes a robotics push
Private firms unexpectedly shed 32K jobs in November: ADP report

Episode transcripts

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Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00).

Show Notes:
3 Best AI Stocks For The 2025 Santa Rally
Alpha Picks
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

Episode Transcripts

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Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).

Show Notes:
How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade
Walmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should Fear

Episode Transcripts

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Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19.

Show Notes:
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio
Top Income And AI Growth Stocks
Alpha Picks

Episode Transcripts

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Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05).

Show Notes:
REITs Are A Deep Value Opportunity
Winners And Losers Of REIT Earnings Season
The Road Ahead for REIT Investors in 2026 (webinar)

Episode Transcripts

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Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).

Episode Transcripts

Show Notes:
KCI Research On REITs, Dividends And Contrarian Investing
Apple: Cheapest Valuation In A Decade
Realty Income Shares Have Gone Nowhere For 7 Plus Years

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Victor Dergunov shares why valuations matter more than ever, and how he’s positioning The Financial Prophet portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).

Show Notes:
Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And Gold
The Correction Is Just Getting Started
Compelling Buys, Stellar Tech Moves With The Financial Prophet

Episode Transcripts

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Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10).

Show Notes:
Will This Market Go Higher Than Anyone Expects?
Tech Volatility Is A Feature Not A Bug
Quantum Names Pop
All Cap Investing With Kirk Spano

Episode transcripts

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Fundstrat economic strategist Hardika Singh shares why she's shocked by how strong this market has been despite so many curveballs thrown at it (0:30). News priced in this relentless bull market (8:00). ETFs and stock picking (13:15). Buying the dip will power us to new highs (19:20). Puzzling economic data (21:30). Gold's surprising rally (27:00).

Show Notes:
It Looks Like A Bubble, It Feels Like A Bubble, But It Isn't
URA  Global X Uranium ETF

Episode transcripts

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How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10).

Show Notes:
Finding Winners In Biotech, Probably The Riskiest Sector
Syndax Pharmaceuticals: A Tale Of Two Drug Launches
Arcutis Biotherapeutics: Another Approval Under Their Belt

Episode transcripts

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JD Henning, who runs Value and Momentum Breakouts, shares why following market signals is so important (0:30). Trading gold stocks (7:45). Highlighting beaten down healthcare (10:00). ETFs over single stocks (15:50). Favorite market ETFs (24:00). Crypto and gold sectors (26:30).

Show Notes:
Palantir, Tesla, Gold, And Market Timing
Biotechs Accelerating To Overtake Gold Rush
JD Henning Cautious About 2024, An Unusual Year For Market Considerations

Episode transcripts

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Gold and silver expert Don Durrett explains how investors should analyze mining stocks (0:35). 3 undercovered names (14:10). Differences between explorers, producers, and developers (19:00). Gold corrections (28:45). This is an excerpt from a recent webinar.

Show Notes:
Buying To The Bottom In Gold & Silver With Don Durrett
Gold glitters above $3,900 as yen sinks and U.S. shutdown fuels safe haven rush
Gold, Silver And The Fear Trade
How Much Further Will Gold And Silver Run?

Episode transcripts

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Kirk Spano runs Margin of Safety Investing and shares what it means to be an all cap investor (0:25). Using options, covered calls (14:30). AST SpaceMobile as an example (19:00). AI and large cap names (25:00). QE has changed everything (36:00). Bitcoin, gold, crypto (46:00).

Show Notes:
Liquidity, Macro And Valuations Are Warning You
AST SpaceMobile Screams 'Watson, I'm Calling You From Space'
Pfizer: One Of The Next Big AI Winners
'Stay Hungry, Stay Foolish' Small Cap Strategies

Episode transcripts

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Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45).

Subscribe to Courage & Conviction Investing's Second Wind Capital

Show Notes:
Small Cap Nuance With Courage & Conviction Investing
Cineverse: An Incredible Micro-Cap Setup
The Art Of Being A Contrarian With Courage & Conviction Investing

Episode transcripts

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Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from Alpha Picks/Pro Quant Portfolio (20:05).

Show Notes:
6 Stocks Poised To Benefit From A Rate Cut
Leveraging The PRO Quant Portfolio
Quant Ratings Explained
Steven Cress' Top 10 Stocks For H2 2025

Episode transcripts

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David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Parallels to dotcom era (33:45).

Episode transcripts

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Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).

Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
The Bond Market Is On A Collision Course With Stagflation

Episode transcripts

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Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10).

Show Notes:
Powell In Jackson Hole, A Little Too Late
U.S. retail sales keep up the pace in August in stronger-than-expected print
Trump Proposes Shift To Semiannual Earnings
QI Research

Episode transcripts

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Cannabis has bipartisan support, but is it worthy of investment? Quant Strategist Emma Johnston covers how quant thinks about sector ETF MSOS (0:25). Buys becoming sells and vice versa (4:55). MSOS risks (8:18). US based stock picks (14:40). Is Green Thumb (GTBIF) a buy? (19:45)

Show Notes:
Have Cannabis Investors Been Early Or Wrong Or Both?
Green Thumb Stands Alone. Billions In Debt Coming For MSOs
Cannacomparison portfolio
Alpha Picks

Episode transcripts

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Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.

Show Notes:
This Week Could Bring The Fed's Worst Nightmare: Stagflation
Portfolio Protection For Volatility Risk

Episode transcripts

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Analyst Clem Chambers explains why precious metals are on their way (0:35). How far do gold and silver go? (4:30) Interest rates and precious metals (11:50). Politics vs. central banks; tech and tariffs (15:40). Finding what's wrong with a potential investment (21:15).

Show Notes:
Intel Stock: Why The Trump Call Won't Fail
I Missed The Quantum Rally - I Won't Miss The Next One
Portfolio Spring Cleaning With Contrarian Clem Chambers

Episode transcripts

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