Investing Experts

Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40) Show Notes: Why Conviction Matters In Uncertain Times Alpha Picks Follow Steve on YouTube Follow Steve on TikTok Follow Steve on X Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Raul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15) Show Notes: Hims & Hers Health: Still An Undervalued Company With Tremendous Upside ServiceNow: Greater Business, Greater Opportunity UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50) Show Notes: Ice Cold, Zen-Like Investing With Alex King Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less (19:00) Be wary of passive investing (30:15) Episode transcripts Show Notes: Life After Mag 7 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25) Show Notes: Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth Alpha Picks Quant Growth & Income Portfolio Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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) Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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) 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

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

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

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

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