Investing Experts

Sara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)

Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians

Episode transcripts

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Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20)

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Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth.

Show Notes:
Tax Alpha: Roth Conversions
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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Steven Cress, Seeking Alpha's Head of Quant, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why quant? (16:40) Top 2 stocks for H2 '26 (34:00)

Show Notes:
Top 10 Stocks For H2 2026
Top Stocks For H2 2026! (Replay)
Steven Cress' Top 10 Stocks For 2026

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Sanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40)

Show Notes:
S&P 500 Will Be Around 6,300 By The End Of 2026
S&P 500: 7,000 Target For 2025 - Sanjeev Sharma

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Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. 

Show Notes:
Steven Cress' Top 10 Stocks For 2026
2026 Top Stocks Mid-Year Performance Review (Video)

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Jonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40)

Show Notes:
Vertex to acquire Crinetics Pharmaceuticals in $10B deal
Making Money In Biotech Stocks

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Analyst Clem Chambers explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term returns (12:00) Look at simple technicals and financials, be suspicious of words (16:40) Soft spot for ETFs (24:55) Highlighting Neo Performance Materials (31:45)

Show Notes:
How Much Further Will Gold And Silver Run?
Intel Stock: Why The Trump Call Won't Fail
aNewFN

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Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15)

Show Notes:
Tax Alpha With Raul Shah: Thoughtful Asset Location
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)

Show Notes:
SpaceX: The Most Misunderstood IPO In Decades
The Terrifying Truth Behind The SpaceX IPO
The Fed Is Looking Through The May CPI Report

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Axel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05)

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Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026

Show Notes:
REITs Are Boring And Boring Is Good
iREIT®+HOYA Capital

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For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)

Show Notes:
Investing In Small Caps With Courage And Conviction
BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out

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David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)

Show Notes:
The Death Of Buy And Hold Has Been Greatly Exaggerated
Taking Note Of Market Patterns
Market Misbehavior

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Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)

Show Notes:
Know When To Hold 'Em And When To Fold 'Em
A Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

Transcripts

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Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50)

Episode transcripts

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Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the least in taxes. Leave us a comment about any tax topics you'd like to see discussed in this series.

Show Notes:
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)

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Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05)

Show Notes:
Will Barton Talks High Dividend Opportunities

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Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)

Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Episode Transcripts

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Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely one to keep an eye on (27:10) Sports viewership data and methodology (37:30)

Show Notes:
There Is No Streaming War
WorldCupstreaming.com
DanRayburnPodcast.com

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Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)

Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians

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Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)

Show Notes:
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Know When To Hold 'Em And When To Fold 'Em
Credo Technology Group: The Valuation Looks Absurd Until You Do The Math
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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

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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

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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

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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

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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

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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

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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

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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

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Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)

Show Notes:
Why I Remain Constructive On U.S. Markets
$100 Oil: Short-Term Pain For Long-Term Gain
Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov

Episode Transcripts

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Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)

Show Notes:
Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

Episode Transcripts

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Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)

Show Notes:
Forget The Price Of A Stock. What Is It Worth?
Hims & Hers Health And Devon Energy - Raul Shah's Hot Take
Gambling.com: Undervalued Company With Tremendous Potential Upside
Hims & Hers Health: The Juice Is Worth The Squeeze
UnitedHealth: Why AI Is The Secret Weapon For The Turnaround

Episode Transcripts

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Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)

Show Notes:
Unlocking Dividend Growth With The Dividend Kings
Enbridge: When Quality Is Overpriced

Episode Transcripts

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Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)

Show Notes:
Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected
6 Smart Stock Ideas For A Barbell Strategy
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)

Show Notes:
Will War Trigger A Bear Market And Spike In Oil?
Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict

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Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)

Show Notes:
Stock Pickers Better Know When They're Going To Sell
More Volatility Ahead In This AI Bull Market
Why Lumentum Wins Over Coherent (For Now)

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Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)

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Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)

Show Notes:
Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock
The Mag 7 Hit A Critical Level
Not A Bear Market Yet, But It's Already A Stock Picker's Dream
High Conviction Ideas With Next Gen Investors

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