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Investing Experts

Investing Experts

By: Seeking Alpha
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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-podcastCopyright Seeking Alpha Economics Personal Finance
Episodes
  • 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 mins
  • 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 mins
  • 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 mins
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