Investing Experts

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.

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.

David Alton Clark, investment advisor behind Retirement Income Warrior who manages income and growth portfolios for retirees, outlines his three income and two growth strategies. He discusses recent profit-taking moves, why very high yields can risk capital, bonds and preferreds for retirees, macro risks like the Fed and jobs, and tax-loss harvesting timing.

Steven Cress, Head of Quantitative Strategy at Seeking Alpha, shares his data-driven top 10 AI stock picks and quant approach. He discusses recent AI volatility, why AI remains a multi-year theme, how his quant model selects and ranks names, and brief profiles of standout companies across memory, chips, hardware, software, and healthcare AI.

Andres Cardenal, founder of The Data Driven Investor and Latin America growth analyst, backs MercadoLibre as a top 2026 growth idea. Beth Kindig, AI and tech analyst at Tech Insider Network known for early AI calls, highlights Bloom Energy for AI data center power. They debate AI energy constraints, MercadoLibre’s fintech and logistics moat, and Bloom’s fast on-site power solution.

Samuel Smith, High Yield Investor leader focused on dividend and alternative income picks OWL; Steven Bavaria, income-focused analyst behind The Income Factory recommending FOF. They debate income-building strategies, FOF’s covered distribution and diversification, OWL’s permanent-capital advantages, valuation gaps with peers, underwriting strength, and ways to protect retirement income.

Cullen Roche, a financial advisor and author known for his works on portfolio construction, delves into how to create a personalized investment strategy. He discusses the importance of tailoring portfolios to different life stages and navigating current market conditions. Cullen shares insights on aggressive investing for younger generations, critiques high-yield savings, and highlights the benefits of direct T-bills. He also emphasizes the importance of diversification and adapting to geopolitical risks, all while keeping it simple with a three-fund approach.

In this insightful discussion, Steven Cress, Head of Quantitative Strategy at Seeking Alpha and seasoned finance professional, shares his top 10 stock picks for 2026. He reviews the previous year's market performance, highlighting sector winners and the impact of AI on stock volatility. Cress dives into individual picks like Micron, AMD, and Allstate, explaining their growth potential and valuation appeal. He emphasizes a quant-driven approach, forecasting continued market volatility while showcasing a strong combined growth profile for his selections.

Chris DeMuth Jr. is a seasoned value investor known for his work with Seeking Alpha's 'Sifting the World' and Rangeley Capital. He shares his top stock picks for the new year, highlighting Willis Lease and FTAI Aviation, along with the risks involved. Delving into gambling, he critiques Golden Entertainment's structure and reflects on activist investing strategies. Chris also explores intriguing sectors like psychedelics and AI, discussing their potential to transform healthcare and the job market while cautioning against the social implications of pervasive AI.

Julian Lin, founder of the Best of Breed Growth Stocks investing group, dives into his bullish stance on Innovative Industrial Properties (IIPR). He discusses the potential impact of cannabis rescheduling on taxes and how it could boost multi-state operators. Lin highlights IIPR’s strong dividend safety and its advantages over rivals. He warns investors about the risks of leverage while praising IIPR’s low debt and conservative management. By focusing on fundamentals, he emphasizes the importance of valuation in navigating market hype.