Investing Experts Podcast Por Seeking Alpha arte de portada

Investing Experts

Investing Experts

De: 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 Economía Finanzas Personales
Episodios
  • 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, Broadcom, 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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    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 m
  • 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 h y 11 m
  • Sell, hedge, rotate: Victor Dergunov's strategy for a market correction

    Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
    Mar 26 2026
    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

    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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    40 m
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