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  • Know when to hold 'em and when to fold 'em

    Know when to hold 'em and when to fold 'em
    May 5 2026
    Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)

    Episode transcripts

    Show Notes:
    Micron, Credo, Lumentum: 3 AI Strong Buys
    Steven Cress' Top 10 Stocks For 2026
    3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    37 Min.
  • 2 dividend plays, taking profits, and dry powder

    2 dividend plays, taking profits, and dry powder
    Apr 23 2026
    David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20)

    Show Notes:
    Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation

    Investing Experts transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    42 Min.
  • Ben Carlson: long-term investing still wins - even when it feels wrong

    Ben Carlson: long-term investing still wins - even when it feels wrong
    Apr 22 2026
    Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)

    Show Notes:
    Blue Owl Capital: Don't Believe The (Negative) Hype
    Risk and Reward: How to handle market volatility and build long-term wealth

    Investing Experts' transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    45 Min.
  • Blue Owl Capital: Don't believe the (negative) hype

    Blue Owl Capital: Don't believe the (negative) hype
    Apr 16 2026
    High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30)

    Show Notes:
    Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong
    Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

    Investing Experts' transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    51 Min.
  • AI capex surge, bottlenecks, and the race for ROI

    AI capex surge, bottlenecks, and the race for ROI
    Apr 9 2026
    Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)

    Show Notes:
    Why Meta Is The Best Positioned Hyperscaler In 2026
    Top 5 Stocks For AI's Optical Revolution In 2026

    Episode transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    56 Min.
  • Micron, Credo, Lumentum: 3 AI strong buys

    Micron, Credo, Lumentum: 3 AI strong buys
    Apr 7 2026
    Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40)

    Show Notes:
    Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%
    The Cure For FOMO With Tech Contrarians
    3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

    Episode transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    32 Min.
  • The cure for FOMO with Tech Contrarians

    The cure for FOMO with Tech Contrarians
    Mar 31 2026
    Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)

    Show Notes:
    Tech Tug Of War: Fear Vs. Greed
    AI, chip stocks jump as Trump hints at ending Iran war within weeks

    Read our transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    34 Min.
  • Real yields, oil, conflict scenarios

    Real yields, oil, conflict scenarios
    Mar 31 2026
    James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)

    Show Notes:
    US Inflation Scenarios: War-Induced Oil-Price Shocks
    War, $200 Oil, And The Market's Reckoning
    Stock index futures spike on report Trump willing to end war

    Episode Transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    1 Std. und 11 Min.