Investing Experts

Mar 09 2025 250 ep. 35 mins 193
Investing Experts Podcast artwork

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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Navigating market turbulence with Steven Cress' barbell approach

Mar 09 2025 24 mins  
Steven Cress talks to Kim Khan on using a safety/growth strategy amid this market selloff. The Stock market is beholden to Washington at present, which is prompting a rotation. (1:29) Fundamentals ultimately prevail. (2:47) Time for a barbell approach. (3:01) Dividend picks. (9:22) Growth picks. (13:58) Using Quant Ratings for early warning signs. (20:18)Show NotesBrace For Turbule

Bitcoin: Don't panic sell

Mar 06 2025 22 mins  
Persistent volatility continues to grip the crypto market ahead of President Trump's much-anticipated summit this Friday. Given this, we thought it would be helpful for investors to hear a compilation of Bitcoin conversations we've had over the past 6 months.Show Notes:Kirk Spano On Bitcoin, Options Selling And A Choppy 2025SPY, QQQ, And BitcoinBitcoin Vs. Gold: What Investors Shou

Buying the dip (with these 6 stocks) during market uncertainty

Mar 02 2025 26 mins  
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

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

Feb 27 2025 33 mins  
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 St

Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities

Feb 25 2025 25 mins  
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 ResearchKirk Spano On Bitcoin, Options Selling And A Chopp

SPY, QQQ and Bitcoin

Feb 21 2025 31 mins  
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 es

Forget the price of a stock. What is it worth?

Feb 18 2025 21 mins  
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 PsychologyTalkspace: A Growth StoryIspire: Underfollowed, Undercovere

DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps

Feb 13 2025 29 mins  
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 OpportunityReddit: Buying The Underdog Fo

Hedging QQQ with Growth Investor Pro

Feb 12 2025 18 mins  
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 sli

Shorting Palantir: valuation matters

Feb 05 2025 30 mins  
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 StocksShow Notes:Not A Bubble! Julian L