Investing Experts

What will Micron's gross margin guide be?

Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML,

Being picky with stocks more important than ever

Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to

Don't sleep on (analog) semiconductors

Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to b

Look at REITs as dividend income machines

Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a rea

Beyond Nvidia: Finding opportunity in the AI buildout

Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energ

Momentum, fear & the case for buying the dip

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 t

Tax Loss Harvesting: Tax Alpha with Raul Shah

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 Not

Don't sleep on software

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) Wars

Hedging exposure in this volatile market

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 hea

Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income

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 Tu

What's up with tech?

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 remai

Make retirement awesome again with Jared Dillian

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

Tax Alpha with Raul Shah: (mega) backdoor Roth

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 -

Steven Cress' Top 2 Stocks H2 2026

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) W

Predicting S&P 500 at 6,300 - 6,500 by year end

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

Steven Cress' top 10 stocks for 2026 (mid-year review)

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 M

Biotech euphoria driven by fundamentals

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 C

We're in (the early stages of) a bubble

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 te

Tax alpha with Raul Shah: Roth conversions

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

Great market expectations

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 haw