Investing Experts

Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)

Show Notes:
Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock
The Mag 7 Hit A Critical Level
Not A Bear Market Yet, But It's Already A Stock Picker's Dream
High Conviction Ideas With Next Gen Investors

Episode transcripts

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Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)

Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

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David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)

Show Notes:
Dividend And Growth Stocks For An Overvalued Market With David Alton Clark
Taking Profits For Yield And Growth With David Alton Clark

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Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here.

Show Notes:
Alpha Picks
Steven Cress' Top 10 Stocks For 2026

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Beth Kindig from Tech Insider Network and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre. This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026.

Show Notes:
Bloom Energy Powering the AI Revolution
MercadoLibre: Top Quality Stock Deeply Undervalued
Bloom Energy: Solving the AI Data Center Power Bottleneck

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.