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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
20 NOV 2024 · David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.
Show Notes:
https://www.youtube.com/@DKellerCMT?source=ie_podcast:taking_note_market_patterns
https://stockcharts.com/articles/mindfulinvestor/?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/news/4303950-sectors-are-all-up-ytd-but-financials-and-energy-were-the-only-up-last-week?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/news/4308374-bitcoin-hits-all-time-high-surpasses-93800?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:taking_note_market_patterns
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:taking_note_market_patterns
18 NOV 2024 · Dhierin Bechai delves into Spirit Airlines' complicated https://seekingalpha.com/news/4303373-airline-sector-jolted-spirit-airlines-bankruptcy?source=ie_podcast:spirit_airlines_bankruptcy (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).
Show Notes:
https://seekingalpha.com/article/4738355-spirit-airlines-flies-closer-to-bankruptcy-prospective-shareholder-wipeout?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4738272-boeing-stock-deliveries-sink-turnaround-starts-right-here?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4737457-intuitive-machines-misguided-stock-sell-off-still-a-buy?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4737225-rocket-lab-top-aerospace-stock-up-350-percent-but-valuation-looks-stretched?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/checkout/mp_1087?avoid_pp=true&source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:spirit_airlines_bankruptcy
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:spirit_airlines_bankruptcy
14 NOV 2024 · Jake runs a https://www.youtube.com/@DividendGrowthInvesting?source=ie_podcast:not_all_dividend_etfs on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).
Show Notes:
https://seekingalpha.com/article/4704023-baby-bonds-cash-flow-and-portfolio-agnosticism-with-high-dividend-opportunities?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/article/4702133-steven-bavaria-takes-investors-inside-the-income-factory?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/article/4715679-markets-and-dividend-investing-are-evolving-how-to-take-advantage?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:not_all_dividend_etfs
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:not_all_dividend_etfs
13 NOV 2024 · Veteran analyst https://seekingalpha.com/author/edward-schneider-cfa/analysis?source=ie_podcast:short_long_what_alphas_all_about explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.
Show Notes:
https://seekingalpha.com/article/4725326-revisiting-illumina?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/article/4688800-nwtn-inc-the-perfect-fundamental-short?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/article/4679104-curiositystream-too-cheap-to-ignore?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:short_long_what_alphas_all_about
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:short_long_what_alphas_all_about
12 NOV 2024 · Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). https://seekingalpha.com/symbol/V/dividends/scorecard?source=ie_podcast:dividend_investing_let_compounding_do_its_thing a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:dividend_investing_let_compounding_do_its_thing
https://www.youtube.com/@rynewilliams?source=ie_podcast:dividend_investing_let_compounding_do_its_thing
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:dividend_investing_let_compounding_do_its_thing
7 NOV 2024 · Gary Vaughan from https://open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?source=ie_podcast:stock_pickers_know_when_to_sell on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.
Show Notes:
https://seekingalpha.com/article/4672470-if-you-can-predict-cash-flow-you-can-predict-stock-price-austin-hankwitz?source=ie_podcast:stock_pickers_know_when_to_sell
https://seekingalpha.com/article/4263303-quant-ratings-and-factor-grades-faq?source=ie_podcast:stock_pickers_know_when_to_sell
https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:stock_pickers_know_when_to_sell
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:stock_pickers_know_when_to_sell
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:stock_pickers_know_when_to_sell
6 NOV 2024 · Why https://seekingalpha.com/author/brett-ashcroft-green/analysis?source=ie_podcast:building_portfolio_brett_ashcroft_green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).
Show Notes:
https://seekingalpha.com/article/4729616-itochu-warren-buffett-top-performing-japanese-stock-with-untapped-value?source=ie_podcast:building_portfolio_brett_ashcroft_green
https://seekingalpha.com/article/4612756-3m-bullbear-thesis-with-cashflow-hunter-and-brett-ashcroft-green?source=ie_podcast:building_portfolio_brett_ashcroft_green
https://seekingalpha.com/article/4733241-google-stock-strong-buy-for-long-term-cloud-growth-reasonable-price?source=ie_podcast:building_portfolio_brett_ashcroft_green
https://seekingalpha.com/article/4728999-dont-be-broke-in-your-70s-the-simple-path-to-wealth-with-schd?source=ie_podcast:building_portfolio_brett_ashcroft_green
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:building_portfolio_brett_ashcroft_green
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:building_portfolio_brett_ashcroft_green
4 NOV 2024 · The macroeconomic roadmap given a Trump or Harris victory, according to https://seekingalpha.com/checkout/mp_1170?avoid_pp=true&source=ie_podcast:business_cycles_not_whos_president, https://seekingalpha.com/checkout/mp_1302?source=ie_podcast:business_cycles_not_whos_president and https://seekingalpha.com/author/elazar-advisors-llc?source=ie_podcast:business_cycles_not_whos_president (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video https://seekingalpha.com/article/4731602-stock-market-trends-whats-on-the-ballot?source=ie_podcast:business_cycles_not_whos_president.
Show Notes:
https://seekingalpha.com/article/4712781-these-three-indicators-predict-every-recession?source=ie_podcast:business_cycles_not_whos_president
https://seekingalpha.com/article/4727850-ftsl-in-case-the-fed-keeps-rates-here?source=ie_podcast:business_cycles_not_whos_president
https://seekingalpha.com/article/4726095-fed-way-leaning-the-wrong-way?source=ie_podcast:business_cycles_not_whos_president
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:business_cycles_not_whos_president
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:business_cycles_not_whos_president
3 NOV 2024 · Gold is definitely driven by geopolitics says https://seekingalpha.com/author/florian-grummes/analysis?source=ie_podcast:bitcoin_vs_gold, as well as de-dollarization (1:10). https://seekingalpha.com/author/ryan-wilday/analysis?source=ie_podcast:bitcoin_vs_gold on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)?  Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (https://seekingalpha.com/symbol/BITO?source=ie_podcast:bitcoin_vs_gold) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview https://seekingalpha.com/article/4731591-bitcoin-vs-gold-navigating-precious-metals-and-crypto-in-an-election-year?source=ie_podcast:bitcoin_vs_gold
Show Notes:
https://seekingalpha.com/article/4717527-gold-the-rally-is-likely-to-continue?source=ie_podcast:bitcoin_vs_gold
https://seekingalpha.com/article/4713578-keep-calm-and-buy-bitcoin?source=ie_podcast:bitcoin_vs_gold
https://seekingalpha.com/article/4690041-ethereum-cant-seem-to-catch-bitcoin?source=ie_podcast:bitcoin_vs_gold
https://seekingalpha.com/article/4664709-were-the-bitcoin-spot-etfs-a-big-flop?source=ie_podcast:bitcoin_vs_gold
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:bitcoin_vs_gold
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:bitcoin_vs_gold
2 NOV 2024 · Diving deep into the energy sector with https://seekingalpha.com/author/laura-starks/analysis?source=ie_podcast:energy_additions_not_transitions; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). https://seekingalpha.com/symbol/XLE?source=ie_podcast:energy_additions_not_transitions and whether ETFs belong in your energy portfolio (28:40). Watch the video https://seekingalpha.com/article/4731469-energy-investing-in-a-charged-environment?source=ie_podcast:energy_additions_not_transitions.
Show Notes:
https://seekingalpha.com/article/4726858-coterra-energy-careful-growth?source=ie_podcast:energy_additions_not_transitions
https://seekingalpha.com/article/4694778-why-apa-corporation-stock-is-a-bargain-now-rating-upgrade?source=ie_podcast:energy_additions_not_transitions
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:energy_additions_not_transitions
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:energy_additions_not_transitions
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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