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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
2 NOV 2024 · Diving deep into the energy sector with https://seekingalpha.com/author/laura-starks/analysis?source=ie_podcast:energy_additions_not_transitions; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). https://seekingalpha.com/symbol/XLE?source=ie_podcast:energy_additions_not_transitions and whether ETFs belong in your energy portfolio (28:40). Watch the video https://seekingalpha.com/article/4731469-energy-investing-in-a-charged-environment?source=ie_podcast:energy_additions_not_transitions.
Show Notes:
https://seekingalpha.com/article/4726858-coterra-energy-careful-growth?source=ie_podcast:energy_additions_not_transitions
https://seekingalpha.com/article/4694778-why-apa-corporation-stock-is-a-bargain-now-rating-upgrade?source=ie_podcast:energy_additions_not_transitions
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:energy_additions_not_transitions
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:energy_additions_not_transitions
31 OCT 2024 · What happens when growth numbers for tech names start coming down? (1:50) https://seekingalpha.com/checkout/mp_1133?avoid_pp=true&source=ie_podcast:tech_stocks_staying_ahead_of_curve's Joe Albano and https://seekingalpha.com/checkout/mp_1129?avoid_pp=true#hasComeFromMpArticle=false&source=ie_podcast:tech_stocks_staying_ahead_of_curve, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent https://seekingalpha.com/article/4731552-tech-stocks-how-to-stay-ahead-of-the-curve?source=ie_podcast:tech_stocks_staying_ahead_of_curve
Show Notes:
https://seekingalpha.com/article/4683737-ai-tiers-and-taking-profits-in-tech-with-joe-albano-tech-cache?source=ie_podcast:tech_stocks_staying_ahead_of_curve
https://seekingalpha.com/article/4611185-palantirs-cheap-bitcoin-altcoins-options-and-tech-earnings-with-victor-dergunov?source=ie_podcast:tech_stocks_staying_ahead_of_curve
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:tech_stocks_staying_ahead_of_curve
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:tech_stocks_staying_ahead_of_curve
30 OCT 2024 · Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and https://seekingalpha.com/symbol/SMH/?source=ie_podcast:ai_data_centers_energy_demand, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).
Show Notes:
https://seekingalpha.com/article/4727945-generative-ais-chartreuse-adoption-moment?source=ie_podcast:ai_data_centers_energy_demand
https://seekingalpha.com/article/4716578-energy-ai-and-digital-infrastructure-crowded-trade-or-something-else?source=ie_podcast:ai_data_centers_energy_demand
https://seekingalpha.com/article/4701378-us-and-global-energy-drivers-and-opportunities?source=ie_podcast:ai_data_centers_energy_demand
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:ai_data_centers_energy_demand
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:ai_data_centers_energy_demand
21 OCT 2024 · James Kostohryz breaks down his top-down https://seekingalpha.com/author/james-a-kostohryz/analysis?source=ie_podcast:will_war_trigger_bear_market_spike_in_oil as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).
Show Notes:
https://seekingalpha.com/checkout/mp_86?source=ie_podcast:will_war_trigger_bear_market_spike_in_oil
https://seekingalpha.com/article/4683586-us-inflation-scenarios-war-induced-oil-price-shocks?source=ie_podcast:will_war_trigger_bear_market_spike_in_oil
https://seekingalpha.com/news/4158041-us-tightens-oil-sanctions-on-iran-as-biden-seeks-to-veer-israel-from-strike?source=ie_podcast:will_war_trigger_bear_market_spike_in_oil
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:will_war_trigger_bear_market_spike_in_oil
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:will_war_trigger_bear_market_spike_in_oil
17 OCT 2024 · Chris DeMuth Jr. and https://seekingalpha.com/checkout/mp_1177?avoid_pp=true&source=ie_podcast:banks_thrifts_takeover_candidates talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent https://seekingalpha.com/article/4723318-get-your-winners-to-pay-for-the-losers-with-chris-demuth-and-kirk-spano?source=ie_podcast:banks_thrifts_takeover_candidates.
https://seekingalpha.com/checkout/mp_206?affid=340&affiliate_suffix=stw_aff_2024&oid=41&source=mp_affiliate_program:206:stw_aff_2024&transaction=2a133ce9b6f9448591bec2adc9d733ee&utm_medium=affiliate&utm_source=Kirk+Spanohttps://seekingalpha.com/article/4723318-get-your-winners-to-pay-for-the-losers-with-chris-demuth-and-kirk-spano&source=ie_podcast:banks_thrifts_takeover_candidates
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:banks_thrifts_takeover_candidates
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:banks_thrifts_takeover_candidates
15 OCT 2024 · Most investors look at REITs for yield, as bond-like, says https://seekingalpha.com/author/hoya-capital?source=ie_podcast:reits_very_bond_like, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with https://seekingalpha.com/author/brad-thomas?source=ie_podcast:reits_very_bond_like and David Auerbach (1:50). Rates up, REITs https://seekingalpha.com/news/4158054-reits-drag-real-estate-stocks-down?source=ie_podcast:reits_very_bond_like; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally https://seekingalpha.com/article/4726043-the-future-of-reits-in-a-rate-cutting-cycle?source=ie_podcast:reits_very_bond_like as a webinar on October 10.Â
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Show Notes:
https://seekingalpha.com/article/4722400-3-small-cap-reits-that-are-hard-to-beat?source=ie_podcast:reits_very_bond_like
https://seekingalpha.com/article/4701207-reits-are-a-deep-value-opportunity-hoya-capital
https://seekingalpha.com/checkout/mp_1026?%2F%3Favoid_pp=true&avoid_pp=true?source=ie_podcast:reits_very_bond_like
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:reits_very_bond_like
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:reits_very_bond_like
7 OCT 2024 · Steven Cress talks volatile market environment and fundamentally-focused https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks (0:45). https://seekingalpha.com/symbol/VIX?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a https://seekingalpha.com/article/4723751-6-beaten-down-stocks-with-buy-potential?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks published on September 27.
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https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks
Show Notes:
https://seekingalpha.com/article/4715324-6-beaten-down-stocks-rated-buy?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks
https://seekingalpha.com/article/4263303-quant-ratings-and-factor-grades-faq?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:six_fundamentally_strong_beaten_up_stocks
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:six_fundamentally_strong_beaten_up_stocks
6 OCT 2024 · Kirk Spano and https://seekingalpha.com/author/bhavneesh-sharma/analysis?source=ie_podcast:buying_opportunities_biotech_pharma_bhavneesh_sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:buying_opportunities_biotech_pharma_bhavneesh_sharma
Show Notes:
https://seekingalpha.com/marketplace/1177-margin-of-safety-investing/analysis/6042428-the-role-of-ai-in-pharmaceuticals-guest-post-by-bhavneesh-sharma?source=ie_podcast:buying_opportunities_biotech_pharma_bhavneesh_sharma
https://seekingalpha.com/checkout/mp_1177?avoid_pp=true&source=ie_podcast:buying_opportunities_biotech_pharma_bhavneesh_sharma
https://seekingalpha.com/checkout/mp_1074?source=ie_podcast:buying_opportunities_biotech_pharma_bhavneesh_sharma
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:buying_opportunities_biotech_pharma_bhavneesh_sharma
30 SEP 2024 · Shipping has faced significant disruptions this year, including a pending https://seekingalpha.com/news/4150507-east-gulf-coasts-port-strike-union-contract-talks?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer, impacting supply chains and rates (1:00). https://seekingalpha.com/checkout/mp_316?avoid_pp=true&source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
Show Notes:
https://seekingalpha.com/article/4694691-j-mintzmyers-note-of-caution-on-shipping?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
https://seekingalpha.com/article/4667911-j-mintzmyer-on-red-sea-disruptions-and-2-key-shipping-segments?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
https://seekingalpha.com/article/4722771-dry-bulk-market-update-star-bulk-carriers-interview-podcast-transcript?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
https://seekingalpha.com/article/4658334-j-mintzmyers-2-favorite-tankers?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
https://seekingalpha.com/article/4719982-international-seaways-tanker-market-updates-seasonal-upside-ahead-podcast-transcript?source=ie_podcast:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
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:disruption_delays_usually_bullish_for_shipping_rates_jmintzmyer
25 SEP 2024 · Chris DeMuth Jr. talks value investing and why he looks for https://www.seekingalpha.link/JF6PKP/31X75W/?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was https://www.youtube.com/watch?v=TD33UQWfwzE?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano on September 6.
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
Show Notes:
https://seekingalpha.com/article/4700854-investing-lessons-from-world-series-of-poker?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
https://seekingalpha.com/article/4702129-fannie-and-freddie-my-favorite-trump-stocks?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
https://seekingalpha.com/article/4703960-is-enhabit-dead-not-quite-yet?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
https://seekingalpha.com/news/4153157-us-steel-gains-after-an-arbitration-panel-ruled-in-its-favor-in-a-dispute-with-union?source=ie_podcast:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
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:get_your_winners_to_pay_for_losers_with_chris_demuth_kirk_spano
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
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Investing , Business |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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