

Investing Experts
Seeking Alpha
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
Episodes
Mentioned books

Mar 26, 2026 • 40min
Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
Victor Dergunov, aka The Financial Prophet, is an independent market analyst focused on macro, precious metals, energy and select tech. He outlines a five-step risk plan. He explains why he is bullish on gold miners and how rates play in. He discusses energy and oil drivers, plus select tech names like Palantir, AMD and Tesla.

29 snips
Mar 19, 2026 • 42min
Avoid S&P + bonds, buy gold + energy - George Noble
George Noble, a 45-year investor veteran from Fidelity turned hedge fund manager and educator, shares his market view. He argues we are in a regime change and recommends shifting from S&P and bonds into gold and energy. He warns about tech and private credit risks. He also explains oil shock scenarios, energy underinvestment, and gold as insurance against policy mistakes.

6 snips
Mar 18, 2026 • 45min
UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
Raul Shah, founder of DocShah Financial and value investor who manages concentrated, tax-aware portfolios. He discusses value investing principles, tax-gain harvesting and asset location, risk tolerance versus capacity, and deep dives into Hims & Hers, UnitedHealth, and Gambling.com with timelines, risks, and valuation focus.

Mar 12, 2026 • 27min
Value + quality + cash flow is king
Scott Kaufman, founder of The Dividend Kings and dividend-growth analyst, explains the market rotation into value. He discusses selling overpriced quality names, why cash flow matters, and the software sell-off. He highlights low break-even energy picks, private credit pressures, and comparing bonds versus preferreds.

Mar 4, 2026 • 32min
Steven Cress' 3 REITs for inflationary, heated times
Steven Cress, Head of Quant at Seeking Alpha, brings quant-driven market commentary and dividend-focused stock ideas. He discusses inflation, geopolitics, sector rotation, and why dividend REITs matter now. He highlights three REITs chosen by quantitative screens and outlines a barbell approach balancing income with trimmed speculation.

11 snips
Mar 4, 2026 • 1h 10min
War, $200 oil, and the market’s reckoning
James Castori, a global portfolio strategist with 20+ years and deep oil and macro experience, breaks down why the Iran-Israel conflict could be prolonged. He explores risks to the Strait of Hormuz, how oil could spike toward $100–$200, implications for equities and recessions, why Brent exposure may beat U.S. producers, and positioning in gold, treasuries, TIPS, and metals.

4 snips
Feb 24, 2026 • 47min
Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)
Gary Vaughan, financial commentator and author of Daily Stock Picks, explains why he leans into large-cap tech while trimming winners like Nvidia. He discusses Tesla’s AI-driven edge and operational strength. He also outlines energy picks, memory market dynamics with SanDisk, and his daily investing and ETF tactics in short, practical takes.

Feb 23, 2026 • 49min
Will Barton on High Dividend Opportunities
Will Barton, an income investing analyst focused on high-yield and fixed-income portfolios. He explains the income method for replacing paychecks and why 8–10% yield targets make sense. He compares REITs, preferreds, ETFs and CEFs, outlines a four-part portfolio, and recounts surprises like big dividend cuts and lessons for retirement planning.

Feb 19, 2026 • 53min
This is a stock picker's market
Jack Bowman, macro analyst (The Macro Obsession) digs into rare earths, metals and resource geopolitics. Kenio Fontes, Brazil-based contrarian covering tech and retail, discusses Amazon, valuation gaps and long-term buys. Julia Ostian, tech and AI analyst, focuses on momentum, NVIDIA risks and cash-flow concerns. They debate tech earnings, chip designers vs manufacturers, rotating sectors and why it is a stock-picker’s market.

11 snips
Feb 12, 2026 • 36min
Tech tug of war: fear vs. greed
Sara Awad, contributor at Tech Contrarians who focuses on semiconductors, AI infrastructure and supply-chain investing. She breaks down fear versus greed in tech markets. She highlights signals from semi-cap and foundries, discusses AI hardware winners like NVIDIA and Broadcom, and flags China, memory cycles, and timely entry alerts for swing and longer-term plays.


