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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
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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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Transcripts: seekingalpha.com/author/investing-experts-podcast
Episodes & Posts
Episodes
Posts
15 JAN 2026 · Seeking Alpha's Head of Quantitative Strategy, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:top_ten_2026 reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, https://seekingalpha.com/article/4856608-top-10-stocks-for-2026?source=ie_podcast:top_ten_2026
Show Notes:
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:top_ten_2026
https://seekingalpha.com/article/4749764-steven-cress-top-2025-stocks?source=ie_podcast:top_ten_2026
https://seekingalpha.com/article/4853853-steven-cress-reviews-his-top-10-stocks-for-2025?source=ie_podcast:top_ten_2026
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:top_ten_2026
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:top_ten_2026
12 JAN 2026 · Chris DeMuth Jr. discusses https://seekingalpha.com/author/chris-demuth-jr/analysis?source=ie_podcast:shares_some_stock_picks 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:
https://seekingalpha.com/checkout/mp_206?source=ie_podcast:shares_some_stock_picks
https://seekingalpha.com/article/4856177-california-first-leasing-year-end-review?source=ie_podcast:shares_some_stock_picks
https://seekingalpha.com/article/4810590-coreweave-core-needs-a-collar?source=ie_podcast:shares_some_stock_picks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:shares_some_stock_picks
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:shares_some_stock_picks
8 JAN 2026 · Julian Lin runs https://seekingalpha.com/checkout/mp_1318?source=ie_podcast:iipr_leverage and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).
Show Notes:
https://seekingalpha.com/article/4856694-innovative-industrial-cannabis-rescheduling-changes-everything-16-percent-yield-conviction-buy?source=ie_podcast:iipr_leverage
https://seekingalpha.com/article/4854568-cannabis-investing-in-the-trump-era?source=ie_podcast:iipr_leverage
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:iipr_leverage
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:iipr_leverage
7 JAN 2026 · Seeking Alpha's Head of Quant, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:quant_qna, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing risk; value and growth (11:10). Diving deeper into quant metrics and weightings (13:10).
Show Notes:
https://seekingalpha.com/article/4856577-top-10-stocks-for-2026?source=ie_podcast:quant_qna
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:quant_qna
https://seekingalpha.com/article/4824181-3-stocks-to-buy-from-alpha-pickspro-quant-portfolio?source=ie_podcast:quant_qna
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:quant_qna
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:quant_qna
4 JAN 2026 · J Mintzmyer of https://seekingalpha.com/checkout/mp_316?source=ie_podcast:shiping_2026 discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).
Show Notes:
https://seekingalpha.com/article/4797633-in-shipping-global-macro-matters-more-than-ever-j-mintzmyer?source=ie_podcast:shiping_2026
https://seekingalpha.com/article/4845751-buy-cmbt-shipping-poised-to-outperform-into-2026?source=ie_podcast:shiping_2026
https://seekingalpha.com/article/4842278-why-dry-bulk-is-a-top-pick-in-2026?source=ie_podcast:shiping_2026
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:shiping_2026
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:shiping_2026
23 DEC 2025 · Streaming and media expert https://seekingalpha.com/author/dan-rayburn?source=ie_podcast:no_streaming_war shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)
Show Notes:
https://seekingalpha.com/article/4800212-netflix-is-still-king?source=ie_podcast:no_streaming_war
https://www.streamingmediablog.com/?source=ie_podcast:no_streaming_war
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:no_streaming_war
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:no_streaming_war
18 DEC 2025 · Scott Kaufman discusses leading https://seekingalpha.com/checkout/mp_1319?source=ie_podcast:unlocking_dividend_growth, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).
Show Notes:
https://seekingalpha.com/article/4850426-realty-income-undervalued-underappreciated-and-unloved?source=ie_podcast:unlocking_dividend_growth
https://seekingalpha.com/article/4840619-regions-financial-4-36-percent-yield-with-big-dividend-growth?source=ie_podcast:unlocking_dividend_growth
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:unlocking_dividend_growth
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025?source=ie_podcast:unlocking_dividend_growth
16 DEC 2025 · Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, https://seekingalpha.com/article/4853393-top-10-stocks-for-2025-recap-and-results?source=ie_podcast:cress_review_2025
Show Notes:
https://seekingalpha.com/article/4749764-steven-cress-top-2025-stocks?source=ie_podcast:cress_review_2025
https://seekingalpha.com/events/top_stocks_2026?source=ie_podcast:cress_review_2025
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:cress_review_2025
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cress_review_2025
11 DEC 2025 · Rob Isbitts from https://seekingalpha.com/checkout/mp_1436?source=ie_podcast:keep_it_simple on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45).
Show Notes:
https://seekingalpha.com/article/4848041-contrarian-plays-and-real-asset-opportunities-from-next-gen-investors?source=ie_podcast:keep_it_simple
https://seekingalpha.com/article/4845570-how-to-build-a-bond-ladder-that-beats-the-s-and-p-500-the-rest-of-this-decade?source=ie_podcast:keep_it_simple
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:keep_it_simple
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:keep_it_simple
10 DEC 2025 · How investors should think about Trump approving Nvidia's H200 GPUs to China according to https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:h200_landscape (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).
Show Notes:
https://seekingalpha.com/news/4529512-nvidia-amd-intel-rise-as-trump-approves-sale-of-h200-chips-to-china-asks-for-25-cut?source=ie_podcast:h200_landscape
https://seekingalpha.com/article/4827015-dont-fear-ai-bubble-there-will-be-winners-tech-contrarians?source=ie_podcast:h200_landscape
https://seekingalpha.com/article/4843461-ai-spending-surge-contrarian-take-on-tech-stocks?source=ie_podcast:h200_landscape
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:h200_landscape
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:h200_landscape
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
show more
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
show less
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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