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Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.
Transcripts: seekingalpha.com/author/investing-experts-podcast
Transcripts: seekingalpha.com/author/investing-experts-podcast
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Investing Experts
Investing Experts
The top we strike could be a very long-term market top - Avi Gilburt
23 LUG 2024 · Avi Gilburt, https://seekingalpha.com/checkout/mp_1182?avoid_pp=true&source=ie_podcast:top_we_strike_market_top_avi_gilburt provides technical context around this market rally (1:44). Treasury ETFs, https://seekingalpha.com/symbol/TLT?source=ie_podcast:top_we_strike_market_top_avi_gilburt for trade and how the Fed follows the market (4:15). Metals setting up for strong 2nd half of 2024 (8:10). Concerning numbers from large banks (16:15). Sizable decline then larger rally in DXY; pullback in EEM (23:40). Tesla top? (27:30) Raise cash, get out of dividend plays (33:20).
Show Notes:
https://seekingalpha.com/article/4704629-citibank-and-jpmorgan-very-troubling-results-for-the-banking-industry?source=ie_podcast:top_we_strike_market_top_avi_gilburt
https://seekingalpha.com/article/4701431-newmont-healthy-pullbacks-good-thing?source=ie_podcast:top_we_strike_market_top_avi_gilburt
https://seekingalpha.com/article/4703448-tesla-up-plus-62-percent-from-our-prior-bullish-article-is-it-time-to-protect?source=ie_podcast:top_we_strike_market_top_avi_gilburt
https://seekingalpha.com/article/4660624-avi-gilburt-on-bond-crash-market-sentiment-and-why-he-really-likes-metals?source=ie_podcast:top_we_strike_market_top_avi_gilburt
https://seekingalpha.com/article/4701385-how-to-make-better-decisions-in-any-financial-market?source=ie_podcast:top_we_strike_market_top_avi_gilburt
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:top_we_strike_market_top_avi_gilburt
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:top_we_strike_market_top_avi_gilburt
New age for crypto with John D'Agostino, John Hoffman and Chris Kuiper
22 LUG 2024 · Grayscale Investments' John Hoffman; Coinbase's John D'Agostino, and Fidelity Digital Assets' Chris Kuiper joined Rena Sherbill to discuss the importance of investors getting more educated in the crypto sector on June 18 at Seeking Alpha's first Investing Summit. Is now the time to get in (0:46)? Bitcoin vs the rest (5:30). 'Volatility is not risk': Spot Bitcoin ETFs (11:00). Retail crypto investing, evolution of brokerages (21:00). Originally published with video https://seekingalpha.com/article/4701179-a-new-age-for-crypto?source=ie_podcast:new_age_for_crypto
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:new_age_for_crypto
Show Notes:
https://seekingalpha.com/article/4675665-wall-street-breakfast-end-of-winter?source=ie_podcast:new_age_for_crypto
https://seekingalpha.com/news/4054095-sec-at-long-last-approves-spot-bitcoin-etps?source=ie_podcast:new_age_for_crypto
https://seekingalpha.com/news/4110102-sec-approves-spot-ethereum-etfs-in-huge-win-for-crypto-world?source=ie_podcast:new_age_for_crypto
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:new_age_for_crypto
Baby bonds, cash flow and portfolio agnosticism with High Dividend Opportunities
15 LUG 2024 · Scott Kaufman writes under https://seekingalpha.com/author/treading-softly?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities for https://seekingalpha.com/checkout/mp_1006?avoid_pp=true&source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (https://seekingalpha.com/symbol/JEPI?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities
Show Notes:
https://seekingalpha.com/article/4576099-is-the-jepi-etf-actually-worth-it-with-scott-kaufman-high-dividend-opportunities?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities
https://seekingalpha.com/author/beyond-saving?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities
https://seekingalpha.com/author/rida-morwa?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:baby_bonds_cash_flow_high_dividend_opportunities
Top 10 stocks 2nd half 2024 with Steven Cress
11 LUG 2024 · Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a https://seekingalpha.com/education/quant-ratings?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a https://seekingalpha.com/article/4701314-top-stocks-for-h2-2024-with-steven-cress?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress.
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
Show Notes:
https://seekingalpha.com/article/4659711-top-10-stocks-for-2024?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
https://seekingalpha.com/article/4696593-gigacloud-technology-strong-buy-short-squeeze-potential-sa-quant?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
https://seekingalpha.com/article/4690427-pdd-holdings-offering-growth-profits-stability-sa-quant?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
https://seekingalpha.com/article/4675765-super-micro-computer-strong-buy-rating-sp500-entry?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
https://seekingalpha.com/article/4617567-top-10-stocks-for-h2-2023?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:top_10_stocks_second_half_2024_steven_cress
Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in
10 LUG 2024 · Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; https://seekingalpha.com/article/4703319-wall-street-breakfast-kapow?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).
Show Notes:
https://www.raymondjames.com/-/media/rj/common/investment-strategy-publications/investment-strategy-quarterly-cio-letter?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
https://seekingalpha.com/article/4703203-wall-street-lunch-day-1-of-powells-testimony?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
https://seekingalpha.com/news/4123219-day-2-of-powell-on-the-hill-sa-sentiment-sees-rate-cuts-starting-in-september?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
https://mail-attachment.googleusercontent.com/attachment/u/0/?ui=2&ik=bacfa1099a&attid=0.1&permmsgid=msg-f:1804111264875144629&th=19097da30629e5b5&view=att&disp=inline&realattid=f_lyehowid1&saddbat=ANGjdJ934INstkXB8HpTpupmJ1BN4XQ8GK0ZsMhbFeDZKHRVAQ69uyr3N3s_48jgag4Da1eqT9MtRoVu-IW73sMzHFuylFC2Bn7imhOPP8MYISjth-Yw8dV95y5A5Eb_CutE2QCyFNeyWY3BTAz0RNti9qCJpxP2ZOa80iwVAevkIfWJpCbVbgrep_hvQGj9OAEsbuC5iXO5vs_PtBeJb-KsXs0JkLb6_l7V8mPdplvZQ7zx3O4rm7ahgZAnqQVjQXEVT4vjejrAawo8kQLrcVKnkuJJKcEsc_mmu3eYiomcnSEWjCKcydwkaQIG8FbEiYj4puM_Tl2n9Uj53wiIbwphI24gF_gmirFIyrsDi67ykc9429h2m4sIv3go3932jyOsKLBTJ_FT1CalKvVh8-9E-wEC_718GWjoIVmnGq3zbfEz8gvhyDx4IGDXr9riM7BnlXnP2nBvHm2tPGXsqTGhijuQKg0MEzgfYBuCjsMYmcG8nFXYNq8uzLcbUZxKDsD-GU_dIemBdyt1-1pkxBRgcdak54uW1XjEFTgcoljz-9HaatVJiQdflrIf_B1Z-0-LHPCPZX1ilbKXVVodSACCHCU4sW4Pt1Xg6GI3gNUqldEXZYS62LuyzifYc3zeptib8cdUlexhF7QsQMqNcXFc2lcJ--B79N4skhYkQuuv5sQVZTmmTuauMigQ5lxfKjYSsgeA4-dvZmFXJv8wQ8oqEyhLtZbbgjmkJ33trC3uVkAVoRFDoc40LKCAdrIeBsNQkqhxiJ4lfCu0HuUTKTvZLR2Gth3keFVVT77RHQKd-lkLTf3qk3Gq4YUUwibj-xotIv7Y85k4i5pGcZIogDc-8Ks8fNgiSp-NUk7-zGLPhGhcxrl2rZVe7aI5YeHiIbjd-dqSbmSr0S_sAXOYuAMS4vZgr2XevN-xSwFQ-S4ADGKPnvEY2II5xfbE0dDMW9uuEipve5Lv42JZjJP0m3IulK92OdGyN3cs-RZqcSkOCwdPkEC0M2JBIH_YzJaUvMTRCx1VD1F1DW0r8Ee3H5F8gBvoBT2wM08W_yi3yQ?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts
Steven Bavaria takes investors inside the income factory
3 LUG 2024 · Steven Bavaria takes us https://seekingalpha.com/author/steven-bavaria?source=ie_podcast:steven_bavaria_inside_income_factory the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).
https://seekingalpha.com/checkout/mp_1356?source=ie_podcast:steven_bavaria_inside_income_factory
Show Notes:
https://seekingalpha.com/article/4649334-the-macro-question-some-have-been-asking-what-keeps-me-up-at-night?source=ie_podcast:steven_bavaria_inside_income_factory
https://seekingalpha.com/article/4641384-ecc-and-oxlc-climbing-the-clo-learning-curve?source=ie_podcast:steven_bavaria_inside_income_factory
https://seekingalpha.com/article/4423500-from-slide-rules-to-spread-sheets-coping-analytic-overload?source=ie_podcast:steven_bavaria_inside_income_factory
https://seekingalpha.com/article/4406052-alchemy-of-closed-end-fund-investing-turning-6-yields-9-distributions?source=ie_podcast:steven_bavaria_inside_income_factory
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:steven_bavaria_inside_income_factory
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_bavaria_inside_income_factory
Date your stocks, don't marry them - Jonah Lupton
1 LUG 2024 · Fundamental Growth Investor https://seekingalpha.com/author/jonah-lupton?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40)
https://seekingalpha.com/checkout/mp_1408?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
Show Notes:
https://seekingalpha.com/article/4676046-riding-uber-from-cash-burn-to-cash-cow-mini-deep-dive-on-uber?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
https://seekingalpha.com/article/4663359-the-future-of-energy-drinks-mini-deep-dive-on-celsius-holdings?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
https://seekingalpha.com/article/4661759-powering-up-the-ev-market-mini-deep-dive-on-aspen-aerogels?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
https://seekingalpha.com/article/4657282-hardware-enabler-of-the-ai-revolution-mini-deep-dive-on-super-micro-computer?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
3 best summer travel stocks with Steven Cress
30 GIU 2024 · Head of https://seekingalpha.com/education/quant-ratings?source=ie_podcast:best_summer_travel_stocks Steven Cress https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:best_summer_travel_stocks his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a https://seekingalpha.com/article/4700707-webinar-replay-discover-the-best-travel-stocks-for-summer?source=ie_podcast:best_summer_travel_stocks
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:best_summer_travel_stocks
Show Notes:
https://seekingalpha.com/article/4700326-top-3-travel-stocks-sa-quant?source=ie_podcast:best_summer_travel_stocks
https://seekingalpha.com/news/4114290-global-airline-revenue-expected-to-reach-nearly-1-trillion-in-2024?source=ie_podcast:best_summer_travel_stocks
https://seekingalpha.com/article/4698961-top-4-july-stocks-hot-month-sp-500-sa-quant?source=ie_podcast:best_summer_travel_stocks
https://seekingalpha.com/news/4108092-everything-churning-right-director-cruise-industry?source=ie_podcast:best_summer_travel_stocks
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:best_summer_travel_stocks
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:best_summer_travel_stocks
Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.
27 GIU 2024 · How Alex King from https://seekingalpha.com/author/cestrian-capital-research?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility and https://seekingalpha.com/checkout/mp_1221?avoid_pp=true&source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility is thinking about the tech sector and bull market (0:50). https://seekingalpha.com/symbol/NVDA?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20).
https://seekingalpha.com/mp/1221-growth-investor-pro/subscribe?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
Show Notes:
https://seekingalpha.com/article/4683885-dont-fear-leveraged-etfs-like-tqqq-learn-to-hedge-instead?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
https://seekingalpha.com/article/4699707-apple-we-believe-can-reach-328-a-share-rating-hold?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
https://seekingalpha.com/article/4619476-tech-volatility-is-a-feature-not-a-bug-alex-king-growth-investor-pro?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
https://seekingalpha.com/article/4700500-how-to-beat-sp500-using-sp500?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
REITs are a deep value opportunity - Hoya Capital
26 GIU 2024 · Hoya Capital's https://seekingalpha.com/author/hoya-capital?source=ie_podcast:reits_deep_value_opportunity_hoya_capital explains why retail investors should have https://seekingalpha.com/news/4117163-reits-boring-but-cushion-riskier-investments-david-auerbach-sa-investing-summit?source=ie_podcast:reits_deep_value_opportunity_hoya_capital in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).
https://seekingalpha.com/checkout/mp_1396?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
Show Notes:
https://seekingalpha.com/article/4698363-state-of-reit-nation-waiting-at-the-bottom?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
https://seekingalpha.com/news/4118000-reits-said-to-have-reported-a-surge-in-capital-raising-activities-in-may?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
https://seekingalpha.com/article/4700538-consumer-shows-stress?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
https://seekingalpha.com/article/4696587-new-lake-capital-iipr-and-cannabis-reits?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.
Transcripts: seekingalpha.com/author/investing-experts-podcast
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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