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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
Investing Experts
Investing Experts
16 SEP 2024 · Jennifer Warren discusses where energy and tech infrastructure meet right now and why she https://seekingalpha.com/author/jennifer-warren/analysis?source=ie_podcast:where_energy_tech_meet_jennifer_warren on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned https://seekingalpha.com/article/4721050-measuring-energy-demand-for-big-tech-and-ai-gigawatts-bcfs-and-gpus?source=ie_podcast:where_energy_tech_meet_jennifer_warren.
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:where_energy_tech_meet_jennifer_warren
Show Notes:
https://seekingalpha.com/article/4721050-measuring-energy-demand-for-big-tech-and-ai-gigawatts-bcfs-and-gpus?source=ie_podcast:where_energy_tech_meet_jennifer_warren
https://seekingalpha.com/article/4664072-uranium-a-big-part-of-our-energy-future-chris-demuth-jr?source=ie_podcast:where_energy_tech_meet_jennifer_warren
https://seekingalpha.com/news/4147949-palantir-bp-ink-pact-for-new-ai-capabilities?source=ie_podcast:where_energy_tech_meet_jennifer_warren
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:where_energy_tech_meet_jennifer_warren
12 SEP 2024 · Ahmed Abdelazim joins us to discuss why he focuses his https://seekingalpha.com/author/ahmed-abdelazim?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like https://seekingalpha.com/article/4705368-ast-spacemobile-stock-moonshot-investment-opportunity-direct-to-cell-race?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks (18:20).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks
Show Notes:
https://seekingalpha.com/article/4719192-peloton-a-fragile-resurgence-built-on-unsustainable-factors?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks
https://seekingalpha.com/article/4718150-confluent-a-streaming-star-in-the-making?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks
https://seekingalpha.com/article/4714783-clover-health-stock-profitable-future-ahead-fueled-by-ai-star-rating-success?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_stocks
https://seekingalpha.com/article/4693852-affirm-more-room-to-grow-in-a-favorable-bnpl-landscape?source=ie_podcast:why_ahmed_abdelazim_likes_small_midcap_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:why_ahmed_abdelazim_likes_small_midcap_stocks
11 SEP 2024 · J https://seekingalpha.com/checkout/mp_316?avoid_pp=true&source=ie_podcast:tanker_markets_international_seaways_cheap talks to https://seekingalpha.com/symbol/INSW?source=ie_podcast:tanker_markets_international_seaways_cheap CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)
This is an excerpt from a recent Value Investor's Edge Live https://seekingalpha.com/article/4719982-international-seaways-tanker-market-updates-seasonal-upside-ahead-podcast-transcript?source=ie_podcast:tanker_markets_international_seaways_cheap
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:tanker_markets_international_seaways_cheap
Show Notes:
https://seekingalpha.com/article/4667911-j-mintzmyer-on-red-sea-disruptions-and-2-key-shipping-segments?source=ie_podcast:tanker_markets_international_seaways_cheap
https://seekingalpha.com/news/4148375-opec-again-cuts-global-oil-demand-growth-forecast?source=ie_podcast:tanker_markets_international_seaways_cheap
https://seekingalpha.com/article/4694691-j-mintzmyers-note-of-caution-on-shipping?source=ie_podcast:tanker_markets_international_seaways_cheap
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:tanker_markets_international_seaways_cheap
6 SEP 2024 · David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). https://seekingalpha.com/symbol/HDGE/?source=ie_podcast:prudently_bearish_david_tice_rob_isbitts ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:prudently_bearish_david_tice_rob_isbitts
Show Notes:
https://seekingalpha.com/article/4719464-s-and-p-500-sector-analysis-start-thinking-differently?source=ie_podcast:prudently_bearish_david_tice_rob_isbitts
https://seekingalpha.com/article/4718031-nvdl-way-to-use-nvidia-stock-market-influence-and-it-isnt-trading?source=ie_podcast:prudently_bearish_david_tice_rob_isbitts
https://seekingalpha.com/article/4712689-1987-vs-2024-5-ways-to-separate-myth-from-reality?source=ie_podcast:prudently_bearish_david_tice_rob_isbitts
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:prudently_bearish_david_tice_rob_isbitts
29 AUG 2024 · High Yield Investor's https://seekingalpha.com/checkout/mp_1369?source=ie_podcast:high_yield_investing_with_samuel_smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:high_yield_investing_with_samuel_smith
Show Notes:
https://seekingalpha.com/checkout/mp_1268?avoid_pp=true&source=ie_podcast:high_yield_investing_with_samuel_smith
https://seekingalpha.com/article/4717437-rare-buying-opportunity-stocks-lagging-the-ongoing-market-reversal?source=ie_podcast:high_yield_investing_with_samuel_smith
https://seekingalpha.com/article/4717055-what-i-wish-i-knew-before-buying-reits?source=ie_podcast:high_yield_investing_with_samuel_smith
https://seekingalpha.com/article/4716245-high-yielding-fast-growers-i-am-buying-hand-over-fist?source=ie_podcast:high_yield_investing_with_samuel_smith
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:high_yield_investing_with_samuel_smith
27 AUG 2024 · Seeking Alpha's VP of Quantitative Strategy https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:broad_market_has_not_participated_rally talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).
This is an excerpt from a recent webinar, https://seekingalpha.com/article/4716195-whats-next-for-the-magnificent-7?source=ie_podcast:broad_market_has_not_participated_rally?source=ie_podcast:broad_market_has_not_participated_rally
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:broad_market_has_not_participated_rally
Show Notes:
https://seekingalpha.com/article/4263303-quant-ratings-and-factor-grades-faq?source=ie_podcast:broad_market_has_not_participated_rally
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:broad_market_has_not_participated_rally
https://seekingalpha.com/article/4715324-6-beaten-down-stocks-rated-buy?source=ie_podcast:broad_market_has_not_participated_rally
https://seekingalpha.com/article/4714065-4-best-defensive-stocks-for-a-potential-soft-landing?source=ie_podcast:broad_market_has_not_participated_rally
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:broad_market_has_not_participated_rally
19 AUG 2024 · Sungarden Investment Publishing's https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:markets_dividend_investing_evolving_how_to_take_advantage talks tactical portfolio management and dodging market scares (0:50). ETF portfolio and option combinations (6:25). Rob's risk averse YARP portfolio gaining even when S&P isn't (18:20). Tripling position in Starbucks - part luck, part proof that process works (27:55).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:markets_dividend_investing_evolving_how_to_take_advantage
Show Notes:
https://seekingalpha.com/article/4695997-heres-my-40-stock-dividend-portfolio-and-how-it-works?source=ie_podcast:markets_dividend_investing_evolving_how_to_take_advantage
https://seekingalpha.com/article/4712689-1987-vs-2024-5-ways-to-separate-myth-from-reality?source=ie_podcast:markets_dividend_investing_evolving_how_to_take_advantage
https://seekingalpha.com/article/4714409-starbucks-rather-be-lucky-than-good?source=ie_podcast:markets_dividend_investing_evolving_how_to_take_advantage
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:markets_dividend_investing_evolving_how_to_take_advantage
15 AUG 2024 · Jason Najum has https://seekingalpha.com/author/jason-najum?source=ie_podcast:psychedelic_stocks_focus_on_their_cash the psychedelic space for a long time and contextualizes recent https://seekingalpha.com/article/4711635-mindmed-and-other-psychedelic-stocks-brace-for-fdas-decision-on-mdma-therapy?source=ie_podcast:psychedelic_stocks_focus_on_their_cash around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Recent news a blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:psychedelic_stocks_focus_on_their_cash
Show Notes:
https://seekingalpha.com/article/4713654-fdas-mdma-decision-setback-but-long-term-outlook-psychedelic-stocks-unchanged?source=ie_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4697576-mindmed-despite-mdma-space-setback-hope-remains-in-light-of-differentiating-factors?source=ie_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4695833-atai-enormous-potential-upside-but-no-clarity-yet?source=ie_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4661941-de-risking-psychedelics-compass-pathways-cybin-and-atai?source=ie_podcast:psychedelic_stocks_focus_on_their_cash
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:psychedelic_stocks_focus_on_their_cash
14 AUG 2024 · Mike Fay shares why the crypto market is difficult to https://seekingalpha.com/author/mike-fay?source=ie_podcast:will_crypto_crea_rise_to_top these days (0:40). ETF flow story in Ethereum, lack of investor interest and price action (4:00). Most crypto isn't investable - but what is? (8:50) Where Bitcoin is going long-term (10:20). Why miners are great for trading and cycles (14:00). Bitcoin ETFs - there's one for everybody (23:20) Presidential candidates on https://seekingalpha.com/news/4129341-trumps-new-crypto-first-mantra-has-investors-sizing-up-the-industry?source=ie_podcast:will_crypto_crea_rise_to_top - why we have to pay attention (30:10).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:will_crypto_crea_rise_to_top
Show Notes:
https://seekingalpha.com/article/4714212-q2-earnings-hut-8-needs-ai-to-work?source=ie_podcast:will_crypto_crea_rise_to_top
https://seekingalpha.com/article/4712541-ltcn-ltcusd-grayscale-litecoin-trust-coming-back-down-to-earth?source=ie_podcast:will_crypto_crea_rise_to_top
https://seekingalpha.com/news/4139823-bitcoin-attempts-another-60k-breakout-recovering-from-early-august-swoon?source=ie_podcast:will_crypto_crea_rise_to_top
https://seekingalpha.com/article/4705087-ethereum-the-price-of-scalability?source=ie_podcast:will_crypto_crea_rise_to_top
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_crypto_crea_rise_to_top
11 AUG 2024 · Crypto Waves' https://seekingalpha.com/checkout/mp_1372?source=ie_podcast:keep_calm_buy_bitcoin addresses bitcoin's concerning https://seekingalpha.com/news/4138153-bitcoin-set-to-fall-marginally-in-the-week-rebounds-back-to-60k?source=ie_podcast:keep_calm_buy_bitcoin (0:30). Why technical analysis is salient to understanding crypto markets (5:30). Why he's not a fan of the miners (13:45). Trump, RFK, and Harris: crypto in election season (18:35). Not excited about ether's price action (23:05). Keep it simple with bitcoin ETFs (26:10).
https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:keep_calm_buy_bitcoin
Show Notes:
https://seekingalpha.com/article/4697378-bitcoins-beautiful-raging-bull-market-with-crypto-waves-ryan-wilday?source=ie_podcast:keep_calm_buy_bitcoin
https://seekingalpha.com/article/4690041-ethereum-cant-seem-to-catch-bitcoin?source=ie_podcast:keep_calm_buy_bitcoin
https://seekingalpha.com/article/4704566-bitcoin-is-in-the-buy-zone-technical-analysis-btcusd-crypto?source=ie_podcast:keep_calm_buy_bitcoin
https://seekingalpha.com/news/4129341-trumps-new-crypto-first-mantra-has-investors-sizing-up-the-industry?source=ie_podcast:keep_calm_buy_bitcoin
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:keep_calm_buy_bitcoin
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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