Investing Experts

Hosted by Seeking Alpha

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373

Latest episode

Aug 2026

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About the show

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

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60 recent

August 20, 202635 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 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 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

August 17, 202626 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 Top Stocks For Balancing Stability And Growth Alpha Picks Quant Growth & Income Portfolio Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

August 13, 202633 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) 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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

August 6, 202632 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, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

August 5, 202620 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 Conversions UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

July 16, 202638 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? (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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

July 15, 202625 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 2026 S&P 500: 7,000 Target For 2025 - Sanjeev Sharma Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

July 9, 202630 min

Steven Cress' top 10 stocks for 2026 (mid-year review)

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 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

July 8, 202630 min

Biotech euphoria driven by fundamentals

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

July 7, 202655 min

We're in (the early stages of) a bubble

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions