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Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05) Show Notes: Will Barton Talks High Dividend Opportunities Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10) Show Notes: Blue Owl Capital: Don't Believe The (Negative) Hype Avoid S&P + Bonds, Buy Gold + Energy - George Noble Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seek...
Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely one to keep an eye on (27:10) Sports viewership data and methodology (37:30) Show Notes: There Is No Streaming War WorldCupstreaming.com DanRayburnPodcast.com Read our transcripts For full access to ana...
Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50) Show Notes: AMD, Arm gain server CPU share at Intel's expense in Q1: UBS The Cure For FOMO With Tech Contrarians Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and divid...
Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00) Show Notes: Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Know When To Hold 'Em And When To Fold 'Em Credo Technology Group: The Valuation Looks Absu...
Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Episode transcripts Show Notes: Micron, Credo, Lumentum: 3 AI Strong Buys Steven Cress' Top 10 Stocks For 2026 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe t...
David Alton Clark, who runs Retirement Income Warrior , shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20) Show Notes: Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation Investing Experts transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Pr...
Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20) Show Notes: Blue Owl Capital: Don't Believe The (Negative) Hype Risk and Reward: How to handle market volatility and build long-term wea...
High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Show Notes: Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe...
Seeking Alpha analysts Amrita Roy and Uttam Dey discuss their thematic AI investment strategies, focusing on the critical ROI of AI capex for hyperscalers and emerging bottlenecks in optical networks and memory. They analyze specific companies like Lumentum and NVIDIA, and identify mispricings in the cybersecurity sector. The conversation provides insights into navigating market volatility and evaluating key metrics in the rapidly evolving AI landscape.
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197% The Cure For FOMO With Tech Contrarians 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, su...
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs. Greed AI, chip stocks jump as Trump hints at ending Iran war within weeks Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alph...
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40) Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $2...
Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Show Notes: Why I Remain Constructive On U.S. Markets $100 Oil: Short-Term Pain For Long-Term Gain Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend g...
Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30) Show Notes: Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions....
Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20) Show Notes: Forget The Price Of A Stock. What Is It Worth? Hims & Hers Health And Devon Energy - Raul Shah's Hot Take Gambling.com: Undervalued Company With Tremendous Potential Upside Hims & Hers Health: The Juice Is Worth The Sq...
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00) Show Notes: Unlocking Dividend Growth With The Dividend Kings Enbridge: When Quality Is Over...
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30) Show Notes: Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected 6 Smart Stock Ideas For A Barbell Strategy 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend gra...
Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20) Show Notes: Will War Trigger A Bear Market And Spike In Oil? Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict Episode transcri...
Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30) Show Notes: Stock Pickers Better Know When They're Going To Sell More Volatility Ahead In This AI Bull Market Why Lumentum Wins Over Coherent (For Now) Episode transcript...
Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to See...
Next-gen investing experts Julia Ostian , Jack Bowman , and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00) Show Notes: Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock The Mag 7 Hit A Critical Level Not A Bear Market Yet, But It's Already A Stock Picker's Dream High Conviction Ideas With Next Gen Investors Episode transcripts For full access to analyst ...
Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Show Notes: AI Spending Surge, Contrarian Take On Tech Stocks Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, su...
David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00) Show Notes: Dividend And Growth Stocks For An Overvalued Market With David Alton Clark Taking Profits For Yield And Growth With Da...
Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here. Show Notes: Alpha Picks Steven Cress' Top 10 Stocks For 2026 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026. Show Notes: Bloom Energy Powering the AI Revolution MercadoLibre: Top Quality Stock Deeply Undervalued Bloom Energy: Solving the AI Data Center Power Bottleneck Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant score...
Two of Seeking Alpha's top analysts, Steven Bavaria and Samuel Smith, share their top income picks for the year: ( FOF ) and ( OWL ), respectively. This is an excerpt from our live event, Income Investing Strategy For 2026. Show Notes: 'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund My Ultimate Contrarian Bet For 2026: Blue Owl Capital Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to S...
Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00). Show Notes: The Good Enough Portfolio Discipline Funds Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions....
Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026! Show Notes: Alpha Picks Steven Cress' Top 2025 Stocks Steven Cress Reviews His Top 10 Stocks For 2025 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50). Show Notes: Sifting the World California First Leasing Year-End Review CoreWeave: Core Needs A Collar Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grad...
