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
Latest episodes
-
7 min
AI spending faces reality check as tech earnings roll in
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:…
-
8 min
SpaceX, Tesla & the next phase of the AI trade
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 imp…
-
52 min
S&P hits all-time highs, AI trade does all the work
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…
-
37 min
SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
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 -…
-
23 min
Tax gain harvesting: tax alpha with Raul Shah
Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting.Show Notes:Tax Loss Harvesting: Tax Alpha With Raul ShahDocShah FinancialEpisode t…
-
32 min
What will Micron's gross margin guide be?
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 earni…
-
51 min
Being picky with stocks more important than ever
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 abou…
-
41 min
Don't sleep on (analog) semiconductors
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? (2…
-
43 min
Look at REITs as dividend income machines
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 lik…
-
35 min
Beyond Nvidia: Finding opportunity in the AI buildout
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 - lookin…
-
29 min
Momentum, fear & the case for buying the dip
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 compelli…
-
24 min
Tax Loss Harvesting: Tax Alpha with Raul Shah
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 & He…
-
43 min
Don't sleep on software
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 Jacks…
-
35 min
Hedging exposure in this volatile market
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 an…
-
27 min
Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income
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 T…
-
33 min
What's up with tech?
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)…
-
33 min
Make retirement awesome again with Jared Dillian
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, prec…
-
20 min
Tax Alpha with Raul Shah: (mega) backdoor Roth
Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth.Show Notes:Tax Alpha: Roth ConversionsUnitedHealth, Hims & Hers, Gambling.Com - Value Investin…
-
38 min
Steven Cress' Top 2 Stocks H2 2026
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?…
-
26 min
Predicting S&P 500 at 6,300 - 6,500 by year end
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 2026S&P 500: 7,000 Target Fo…