Investing Experts podcast

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Lisätty two vuotta sitten

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Standup Comedy "Your Host and MC"

1
Mack Dryden "Dentist Visit" Bonus Show #119 7:46

8 päivää sitten7:46

Toista Myöhemmin

Listat

Tykkää

Tykätty

7:46

Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

Investing Experts

Jaa

Sarjan koti•Feed

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

248 jaksoa

#Trading #Business #Seeking Alphas

Investing Experts

15 subscribers

updated 4 päivää sitten

Jaa

Sarjan koti•Feed

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

248 jaksoa

#Trading #Business #Seeking Alphas

Kaikki jaksot

Investing Experts

1
Buying the dip (with these 6 stocks) during market uncertainty 26:37

4 päivää sitten26:37

26:37

Steven Cress on the market starting to rotate quite heavily into defensive sectors (0:40). Emma Johnston, The Country Investor, shares what's driving market uncertainty in 2025 (2:30). Staying disciplined with companies that have strong fundamentals (7:30). 3 dividend stocks, beginning with VICI Properties (10:25). 3 stocks to buy on the dip (16:00). Contextualizing recent drops in Steve's top 2025 picks (23:05). This is an excerpt from a recent webinar . Show Notes: Alpha Picks Sign up for Seeking Alpha's Dividend Investing Forum Read our episode transcripts…

Investing Experts

1
Atai: Following the path that Spravato laid and moving beyond it 33:15

7 päivää sitten33:15

33:15

Pursuing social anxiety disorder with MDMA. Jason Najum talks to Srinivas Rao, CEO of Atai Life Sciences , a biotech company focused on mental health and psychedelic compounds (1:30). Standing on the shoulders of Johnson & Johnson's Spravato (4:00). Upcoming milestones and clinical trials (13:15). Psychedelic industry sentiment; RFK Jr influence (30:40). Show Notes: Psychedelic Stocks: Focus On Their Cash Deep Dive: Atai Life Sciences FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities 25:15

9 päivää sitten25:15

25:15

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). Show Notes: Meb Faber Research Kirk Spano On Bitcoin, Options Selling And A Choppy 2025 YouTube interview Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
SPY, QQQ and Bitcoin 31:19

13 päivää sitten31:19

31:19

The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30). Show Notes: ETFs Have Come A Long Way Smart Money Club Smart Money with Kai Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Forget the price of a stock. What is it worth? 21:02

15 päivää sitten21:02

21:02

Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40). Show Notes: Hims & Hers Health: A Lesson In Psychology Talkspace: A Growth Story Ispire: Underfollowed, Undercovered, And Undiscovered Gem Bank7: A Growth Bank Stock Read our episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps 29:50

21 päivää sitten29:50

29:50

Sara Awad from Tech Stock Pros and investing group Tech Contrarians , explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30). Show Notes: AMD: Don't Mistake This As A Buying Opportunity Reddit: Buying The Underdog For Its Pace Of Growth Palantir: A Favorable Mix Of Pro-AI And Anti-China Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Hedging QQQ with Growth Investor Pro 18:27

22 päivää sitten18:27

18:27

Alex King runs Growth Investor Pro and discusses hedging the QQQ , especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides . Show Notes: Growth Investor Pro Predictive Analytic Models by Robert P. Balan Read episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Shorting Palantir: valuation matters 30:46

29 päivää sitten30:46

30:46

According to Julian Lin , we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00). Subscribe to Julian's Best of Breed Growth Stocks Show Notes: Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations Julian Lin On Palantir, Google, Meta And Apple Reddit: Julian Lin's Top Conviction Idea Palantir Q4: Nvidia Moment Is Here, But Something's Not Right Read our tra nscripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

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Claudia Sahm on U.S. economic effects - the details matter 34:21

29 päivää sitten34:21

34:21

Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00). Subscribe to Sungarden YARP Portfolio Show Notes: Fed's preferred inflation gauge rises as expected That Was Fast - U.S. Tariffs On Mexico Delayed Fed Chillin' Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr. 28:56

5 weeks sitten28:56

28:56

Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz , Chris' current top pick (21:30). This is an excerpt of a recent webinar. Show Notes: Sifting The World Capital One, Discover Financial upgraded to Buy Arbutus expects to significantly reduce its net cash burn in 2025 Burford Capital virtual analyst report Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Steven Cress' top 10 dividend stocks for 2025 25:05

5 weeks sitten25:05

25:05

Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30). Show Notes: Top Dividend Stocks For 2025 Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Grant Cardone on real estate, private equity and bitcoin 35:09

5 weeks sitten35:09

35:09

Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20. Subscribe to Sungarden YARP Portfolio Show Notes: The 10X Rule Book The democratization of investment research and the informativeness of retail investor trading Trump-tied crypto project buys over $100M in ether, other tokens Busting Today's Market Myths Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
Liquidity up, markets up; liquidity down, markets down 46:58

5 weeks sitten46:58

46:58

Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15). Subscribe to Kirk's Margin of Safety Investing Show Notes: President Trump Inherits A Good Economy At Risk And A Big Debt I'm Selling Stocks Hand Over Fist Pfizer: One Of The Next Big AI Winners AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

1
ETFs have come a long way 22:24

6 weeks sitten22:24

22:24

Sylvia Jablonski, CEO and CIO of Defiance ETFs, shares why 2024 was such a great year of innovation for issuers (1:00). Quantum, thematic products, and single name leveraged funds (5:00). Passive index, fund holdings, monitoring new IPOs (9:10). Trump's interest in tech and the quantum race (10:40). MicroStrategy as a crypto shell; volatility makes sense (11:30). Dividends, options and who should be buying ETFs (14:15). QTUM risks and advantages (17:00). Show Notes: Trump revokes Biden's orders on AI policies, to set up AI Action Plan Quantum stocks slide after D-Wave CEO refutes Nvidia's Huang Defiance ETFs Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

Investing Experts

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All the alpha is gone except for AI - Matthew Tuttle 31:18

6 weeks sitten31:18

31:18

Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30). Show Notes: Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts The New Trading Frontier: How AI Keeps You One Step Ahead The Key To Investing Success Is Being Wrong A Lot Tuttle Capital Management Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

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