

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

May 1, 2023 • 41min
CashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge Investing
CashFlow Hunter was on in March unpacking his prescient call on Silicon Valley Bank. He returns to discuss:Launching Catalyst Hedge Investing (2:00)Coinbase not evolving from early mover status in crypto (12:35)Bitcoin a solution looking for a problem (17:00)Bearish on 3M - liabilities, dividend at risk (19:10)Special situation stocks (30:20)Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20)Show Notes:CashFlow Hunter on Seeking AlphaCatalyst Hedge Investing Life After Silicon Valley Bank: Tighter Credit Conditions3M: Catalysts For A Potential BankruptcyCoinbase: All's Not Well(s)Seeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Apr 27, 2023 • 48min
How Investors Should Think About AI, Micron, Tesla And The Fed, With Chaim Siegel
Fed Trader's Chaim Siegel shares why simplicity is King in investing; stocks really driven by earnings. (4:15)Fed doesn't realize how powerful it is - they're not listening enough. (6:50)Finding stocks on a bottoms up basis. (21:20)Why broad market performance follows Micron's stock movements. (26:24)Bearish on Tesla (TSLA) (28:00)Show Notes:Fed Trader Tesla: Company Risk If They Don't Slow Factory GrowthSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Apr 25, 2023 • 26min
Tracking Flows Of Smart Money With JD Henning (Value and Momentum Breakouts)
JD Henning, the Founder of Value and Momentum Breakouts and the Momentum Gauges® forecast model joins the podcast. We get the inside scoop of where his models are predicting the market is headed. Plus, we dive into how his investing group got out early and avoided the Tesla earnings drop based on certain signals he follows. Relevant Links:Get Access to Value and Momentum Breakouts Now------(00:25) - Fed Meeting Next Week. What’s The Reaction? (03:50) - Positioning For The Market Move For The Rest Of This Year (07:13) - The Proof Of The Models(08:38) - Earnings On Deck!(11:09) - Why Not FANG Stock Now? (13:35) - Markets Are Positive! What Gives?(17:58) - Where Should New Capital Go To Work?(19:11) - The Story Of A Deflated VIX (23:02) - How Did You Know To Get Out Of Tesla Before Earnings? -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Apr 21, 2023 • 26min
Earnings Season With Steven Cress - Pay Attention To Sales Beat
Seeking Alpha's Head of Quantitative Strategies Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season. Large banks are the place to be while mortgage-backed REITs have been awful (3:00). Some mega-tech stocks have seen enormous returns after selling off sharply in 2022 (5:15). Quant strong buys (10:00) and skepticism about a soft landing (17:00).Show Notes:Steven Cress on Seeking AlphaQuant Ratings ExplainedTop 5 Stocks For Earnings SeasonSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Apr 15, 2023 • 1h 9min
Kirk Spano's Stock Insights For Today's Market
Kirk Spano returns to discuss Fed rhetoric and interest rates (3:00) Recent bank earnings, what it means for the financial sector (8:15) Options and retail investing (17:10) Charles Schwab absorbing TD Ameritrade a big deal nobody's talking about (23:40) Charting Bitcoin's course (31:15) Stock-picking strategy - different metrics for different sectors (45:30) and strong energy - and space - stocks (58:31).Show Notes:Kirk Spano on Seeking AlphaMargin of Safety InvestingDilution And M&A Coming To BanksHow To Avoid Losing Money Through The VolatilitySeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Apr 5, 2023 • 26min
Bitcoin Outlook With Ryan Wilday (Crypto Waves)
Ryan Wilday, the founder of Crypto Waves Investing Group, lays out his support and price target for Bitcoin and Ethereum. He provides insight into the trading strategy they use, and touches on the correlation of Ethereum and Bitcoin with alt-coins. Relevant Links:Get Your Free 14 Day Trial Of Crypto Waves HereIs Bitcoin Starting To Trend Higher? ------(00:49) - What is the state of Bitcoin?(07:03) - What is the current correlation between Bitcoin and Ethereum?(08:39) - Ryan's history of trading cryptocurrencies(09:20) - Is this a new bull market for cryptocurrencies? (11:49) - What's your take on the US Government going after crypto?(14:41) - Advice on a starter position(19:46) - Bitcoin's Price Target(20:30) - Ethereum's Price Target(23:29) - What is the current Elliot Wave Count for Bitcoin? -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Apr 4, 2023 • 47min
Julian Lin's Top Tech Picks
It might surprise investors that tech has been one of the best performing sectors this year. Julian Lin runs Best of Breed Growth Stocks and discusses the tech sector's strong performance (1:40), properly valuing growth stocks (10:00), sector layoffs (14:40), and his top tech picks (25:10).Show Notes:Julian Lin on Seeking AlphaBest of Breed Growth StocksCannabis Growth InvestorSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Mar 31, 2023 • 1h 10min
Kirk Spano: How To Avoid Losing Money Through The Volatility
Kirk Spano, founder of Margin of Safety Investing, delves into the investment landscape focusing on small and mid-cap opportunities, particularly in regional banks. He discusses the causes of inflation and predicts a bright future for the U.S. in a post-petro dollar world. Kirk highlights the resilience of big tech companies through AI and cost savings, the complexities surrounding REITs and SPACs, and expresses bullish sentiments on Bitcoin as a vital asset in a shifting financial environment.

Mar 29, 2023 • 27min
2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA
Guest Bio: Zachary Marx is a Chartered Financial Analyst (CFA) that has consulted many institutions across all financial markets. Currently, he is a Sr. Quantitative Analyst at Seeking Alpha. Using quantamental methods, Zach searches for the perfect investing opportunities that are hiding in plain sight. Relevant Links:Follow Zachary Marx on Seeking Alpha LICT Corp. - A Shareholder-Friendly MonopolyNelnet: Transitioning To A Best-In-Class Capital Allocator------00:43) - Overall Market Opinion(01:55) - Idea Generation Process(03:02) - Lict Corporation Pitch(11:31) - Nelnet, Inc Pitch(18:16) - What should make potential shareholders excited about this stock?(26:26) - Outro -----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**

Mar 21, 2023 • 30min
3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations
Long-time analyst David Trainer joins this episode to share his "zombie list" of stocks he deems untouchable, as well as 3 names that are ready for your portfolio. -----(0:00) - Intro(0:41) - David Trainer's background(4:30) - The type of investor who connects with David's research(5:57) - Will The Fed raise interest rates on Wednesday?(7:51) - Thoughts on Crypto(10:43) - Are we in a recession?(13:11) - How will tighter credit affect the everyday investor?(16:04) - What's on the "Zombie Stock List?"(17:59) - First stock pick(20:19) - Second stock pick(21:31) - Are these picks for dividends or capital appreciation?(22:31) - Third stock pick(25:18) - Why hasn't the stock price of David's 3rd pick not moved since 1994?(27:38) - Does David expect interest rate cuts in the near future?-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.**Past performance is no guarantee of future results. Seeking Alpha does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.**


