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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
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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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Transcripts: seekingalpha.com/author/investing-experts-podcast
Episodi & Post
Episodi
Post
10 NOV 2025 · Victor Dergunov shares why valuations matter more than ever, and how he’s positioning https://seekingalpha.com/checkout/mp_1129?source=ie_podcast:lofty_valuations 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:
https://seekingalpha.com/article/4695050-victor-dergunov-talks-amazing-ai-run-rolling-corrections-ev-space-and-gold?source=ie_podcast:lofty_valuations
https://seekingalpha.com/article/4839914-the-correction-is-just-getting-started?source=ie_podcast:lofty_valuations
https://seekingalpha.com/article/4801712-compelling-buys-stellar-tech-moves-with-the-financial-prophet?source=ie_podcast:lofty_valuations
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:lofty_valuations
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:lofty_valuations
26 OTT 2025 · Alex King from Cestrian Capital Research and https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:ice_cold_zen_like_investing 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:
https://seekingalpha.com/article/4661559-will-this-market-go-higher-than-anyone-expects?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4619476-tech-volatility-is-a-feature-not-a-bug-alex-king-growth-investor-pro?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4832338-wall-street-breakfast-podcast-quantum-names-pop?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/article/4827309-all-cap-investing-with-kirk-spano?source=ie_podcast:ice_cold_zen_like_investing
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:ice_cold_zen_like_investing
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:ice_cold_zen_like_investing
19 OTT 2025 · Fundstrat economic strategist https://fsinsight.com/our-team/?source=ie_podcast:unbelievably_strong_market 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:
https://seekingalpha.com/article/4830825-it-looks-like-a-bubble-it-feels-like-a-bubble-but-it-isnt?source=ie_podcast:unbelievably_strong_market
https://seekingalpha.com/symbol/URA?source=ie_podcast:unbelievably_strong_market
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:unbelievably_strong_market
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:unbelievably_strong_market
9 OTT 2025 · How to trade and invest in the biotech space with ROTY Biotech Community's https://seekingalpha.com/checkout/mp_1243?source=ie_podcast:making_money_biotech (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:
https://seekingalpha.com/article/4740140-finding-winners-in-biotech-probably-the-riskiest-sector?source=ie_podcast:making_money_biotech
https://seekingalpha.com/article/4813330-syndax-pharmaceuticals-a-tale-of-two-drug-launches?source=ie_podcast:making_money_biotech
https://seekingalpha.com/article/4797075-arcutis-biotherapeutics-stock-another-approval-under-their-belt-maintain-hold?source=ie_podcast:making_money_biotech
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:making_money_biotech
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:making_money_biotech
8 OTT 2025 · JD Henning, who runs https://seekingalpha.com/checkout/mp_1201?source=ie_podcast:follow_signals 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:
https://seekingalpha.com/article/4822893-total-return-breakouts-palantir-tesla-gold-and-market-timing?source=ie_podcast:follow_signals
https://seekingalpha.com/article/4820291-total-return-breakouts-biotechs-accelerating-to-overtake-gold-rush?source=ie_podcast:follow_signals
https://seekingalpha.com/article/4663336-jd-henning-cautious-about-2024-an-unusual-year-for-market-considerations?source=ie_podcast:follow_signals
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:follow_signals
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:follow_signals
6 OTT 2025 · Gold and silver expert https://seekingalpha.com/checkout/mp_1430?source=ie_podcast:mining_stocks 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 https://seekingalpha.com/article/4828102-how-to-analyze-precious-metal-miners-for-long-term-growth?source=ie_podcast:mining_stocks.
Show Notes:
https://seekingalpha.com/article/4684539-buying-to-the-bottom-in-gold-and-silver-with-don-durrett?source=ie_podcast:mining_stocks
https://seekingalpha.com/news/4501878-gold-glitters-above-3900-as-yen-sinks-and-us-shutdown-fuels-safe-haven-rush?source=ie_podcast:mining_stocks
https://seekingalpha.com/article/4773086-gold-silver-and-the-fear-trade?source=ie_podcast:mining_stocks
https://seekingalpha.com/article/4819236-how-much-further-will-gold-and-silver-run?source=ie_podcast:mining_stocks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:mining_stocks
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:mining_stocks
1 OTT 2025 · Kirk Spano runs https://seekingalpha.com/checkout/mp_1177?source=ie_podcast:all_cap 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:
https://seekingalpha.com/article/4822811-liquidity-macro-valuations-warning-you?source=ie_podcast:all_cap
https://seekingalpha.com/article/4597128-ast-spacemobile-announces-space-based-voice-call-stock-strong-buy?source=ie_podcast:all_cap
https://seekingalpha.com/article/4746965-pfizer-one-of-the-next-big-ai-winners?source=ie_podcast:all_cap
https://seekingalpha.com/article/4637560-stay-hungry-stay-foolish-small-cap-strategies-with-courage-and-conviction-investing?source=ie_podcast:all_cap
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:all_cap
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:all_cap
30 SET 2025 · https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:ai_bubble on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). https://seekingalpha.com/news/4499758-taiwan-semiconductor-dismisses-report-of-intel-partnership-talks?source=ie_podcast:ai_bubble, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).
Show Notes:
https://seekingalpha.com/news/4500208-huawei-ramps-up-ai-chip-production-to-fill-in-nvidias-falling-market-share-in-china-report?source=ie_podcast:ai_bubble
https://seekingalpha.com/article/4786668-tech-stocks-listen-to-what-management-isnt-talking-about?source=ie_podcast:ai_bubble
https://seekingalpha.com/article/4797601-robotaxi-concerns-a-healthier-nvidia-amd-momentum-with-sara-awad-tech-contrarians?source=ie_podcast:ai_bubble
https://seekingalpha.com/article/4823460-top-6-tech-stocks-for-q4?source=ie_podcast:ai_bubble
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:ai_bubble
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:ai_bubble
22 SET 2025 · 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).
https://seekingalpha.com/checkout/mp_1132?source=ie_podcast:small_caps_courage_conviction
Show Notes:
https://seekingalpha.com/article/4675681-small-cap-nuance-with-courage-and-conviction-investing?source=ie_podcast:small_caps_courage_conviction
https://seekingalpha.com/article/4743622-cineverse-an-incredible-micro-cap-setup?source=ie_podcast:small_caps_courage_conviction
https://seekingalpha.com/article/4739406-the-art-of-being-a-contrarian-with-courage-and-conviction-investing?source=ie_podcast:small_caps_courage_conviction
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:small_caps_courage_conviction
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:small_caps_courage_conviction
21 SET 2025 · Steven Cress, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:three_stocks_buy_ap_pqp at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from https://seekingalpha.com/subscriptions/alpha-picks?source=ie_podcast:three_stocks_buy_ap_pqp/Pro Quant Portfolio (20:05).
Show Notes:
https://seekingalpha.com/article/4823310-6-stocks-poised-to-benefit-from-a-rate-cut?source=ie_podcast:three_stocks_buy_ap_pqp
https://seekingalpha.com/article/4797290-leveraging-the-pro-quant-portfolio?source=ie_podcast:three_stocks_buy_ap_pqp
https://seekingalpha.com/education/quant-ratings?source=ie_podcast:three_stocks_buy_ap_pqp
https://seekingalpha.com/article/4796647-steven-cress-top-10-stocks-for-h2-2025?source=ie_podcast:three_stocks_buy_ap_pqp
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:three_stocks_buy_ap_pqp
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:three_stocks_buy_ap_pqp
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
mostra di più
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
mostra meno
Transcripts: seekingalpha.com/author/investing-experts-podcast
Informazioni
| Autore | Seeking Alpha |
| Organizzazione | Seeking Alpha |
| Categorie | Investimenti , Economia |
| Sito | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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