Podcast Episodes
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Shipping market insights for 2026
J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusi…
7 months, 1 week ago
There is no streaming war
Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL a…
7 months, 2 weeks ago
Unlocking dividend growth with The Dividend Kings
Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend s…
7 months, 3 weeks ago
Steven Cress reviews his top 10 stocks for 2025
Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 1…
7 months, 3 weeks ago
Keep it simple with bonds and ETFs
Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a…
8 months ago
Nvidia and the H200 landscape; Broadcom's strategic positioning
How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple an…
8 months ago
Life after Mag 7
Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest…
8 months, 1 week ago
3 well-positioned AI stocks from Steven Cress
Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sect…
8 months, 1 week ago
Contrarian plays and real asset opportunities from next gen investors
Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How inte…
8 months, 2 weeks ago
Steven Cress' 6 picks: 3 dividend income, 3 AI growth stocks
Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend inco…
8 months, 2 weeks ago