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Artwork for Investing Experts

Investing Experts

Seeking Alpha
NVIDIA
S&P 500
Bitcoin
Interest Rates
Inflation
Investment Strategies
Artificial Intelligence
Investing
Tariffs
Tesla
Palantir
Reits
Cryptocurrency
Gold
Seeking Alpha
Federal Reserve
Market Volatility
Amazon
Broadcom
Dividend Stocks

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.Transcripts: seekingalpha.com/author/investing-experts-podcast

PublishesTwice weeklyEpisodes383Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investing Experts

Latest Episodes

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, TSM earnings - how will market react to Q4? (19:00) Memory players to think abo... more

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 talk about Uber (33:15) The Netflix Story (41:00)

Episode transcripts

For ful... more

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 be true? (23:20)

Show Notes:

Don't Sleep On Software

Episode transcripts

For f... more

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 reason to like REITs right now (6:30) Senior housing, office, and single family ren... more

Key Facts

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Recent Guests

Joe Albano
Runs the Tech Cache investing group on Seeking Alpha
Tech Cache / Seeking Alpha
Episode: Beyond Nvidia: Finding opportunity in the AI buildout
Michael Kramer
Investment analyst, Mott Capital Management; runs Reading The Markets on Seeking Alpha
Mott Capital Management; Reading The Markets (Seeking Alpha)
Episode: Hedging exposure in this volatile market
Sanjeev Sharma
Seeking Alpha Analyst
Seeking Alpha
Episode: Predicting S&P 500 at 6,300 - 6,500 by year end
Clem Chambers
Founder of AnewFN
AnewFN
Episode: We're in (the early stages of) a bubble
Axel Merk
Founder, Merk Investments; President and Chief Investment Officer
Merk Investments
Episode: What's driving the price of gold
David Auerbach
Managing Partner at Hoya Capital
Hoya Capital
Episode: The REIT rally
Mike Toney-Hoffman
Evangelist at TrendSpider
TrendSpider
Episode: Trend following, technical analysis and why price means everything
Jussi Askola
Founder of Leonberg Capital and High Yield Landlord, REIT specialist
High Yield Landlord/Leonberg Capital
Episode: Mispriced REITs, AI immunity, and the next real estate cycle
Dan Rayburn
Media expert and streaming analyst
Episode: Netflix, Disney, WBD and the streaming media landscape

Host

Rena Sherbill
Host with Seeking Alpha affiliation; frequent guest host coordinating expert interviews.

Reviews

4.6 out of 5 stars from 256 ratings
  • Exceptional‼️‼️

    A broad smile runs across my face when I hear another episode with host Rena Sherbill…

    She has such finesse and clear questions for her outstanding guest speakers where magically she intuitively asks the precise questions.

    An exceptional podcast🙏🏼

    Apple Podcasts
    5
    Emigdio5
    United States4 months ago
  • Chapped

    Gorge Noble AKA Chappy.

    Apple Podcasts
    5
    Knucklehead Bruce
    United States5 months ago
  • Great investing podcast

    They’re clear it’s not investing advice, but I get a lot of ideas from the guests. Very excellent podcast.

    Apple Podcasts
    5
    BadHombre2017
    United States9 months ago
  • Great information

    Podcast Addict
    5
    cougar
    3 years ago
  • Seeking Vindication

    Inane presenters looking for headline ‘bets’ coupled with analysts trying to provide nuance…often a painful listen. Additionally guests are frequently “gurus” buying into manias (crypto or buy Nvidia at $400). There are certainly more serious places for insight out there.

    Apple Podcasts
    2
    Not Natwest
    United Kingdom3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content is informative and engaging for listeners who want to deepen their investing knowledge.
Listener feedback highlights candid takes on market cycles and the value of rigorous analysis.
Hosts are clear and probing, pulling practical insights from guests.
The show sometimes critiques hype; strong guests and solid frameworks are appreciated.
Guests are often high-caliber with actionable ideas for investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Momentum, fear & the case for buying the dip
Q: How should investors interpret momentum after a period of negative sentiment?
Momentum tends to reverse as fear fades and fundamentals reassert themselves, suggesting buying opportunities when quality stocks are punished.
Momentum, fear & the case for buying the dip
Q: What is the current approach to navigating a market that is whipsawing between risk-on and risk-off?
Maintain a bottom-up, fundamentals-first stance, using a barbell strategy to balance growth and income, while staying opportunistic on dips in well-supported names.
What's up with tech?
Q: What role will AI compute providers and ASICs play in 2027?
ASICs are expected to gain prominence, potentially reducing NVIDIA's dominance as hyperscalers multi-source and push for the lowest-cost compute. Google, Broadcom, Marvell, and new entrants like Qualcomm may gain share, while ARM-based CPUs may become a leading choice for AI infrastructure due to efficiency.
What's up with tech?
Q: How is memory likely to perform, and which players are riskier in the second half?
Memory could see margin pressure as output increases and supply catches up, particularly with CXMT and other Chinese DRAM growth adding supply. Micron's margin dynamics depend on DRAM pricing rather than AI-specific demand, suggesting higher risk in memory names if ASP leverage erodes.
What's up with tech?
Q: What should investors be focused on in the second half of the year given semis and AI demand dynamics?
Investors should consider that price/earnings expectations have been adjusted for a slower end-demand environment; the market is pricing in the possibility of continued semi-correction, with emphasis on supply constraints moderating ASPs and the impact of new DRAM supply on margins. Favor sectors and names with balanced guidance and avoid narratives that have run ahead of reality.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Investing Experts

What is Investing Experts about and what kind of topics does it cover?

The show features sharp, data-driven discussions with top investment thinkers and market technicians, covering portfolio construction, macro themes, and stock-picking frameworks. Episodes frequently examine retirement planning, tax optimization, quantitative investing, macro drivers, and sector-specific fundamentals (biotech, REITs, AI-driven equities). A standout is the blend of practical investment tactics with candid, sometimes contrarian viewpoints, offering listeners actionable takeaways across diversification, risk management, and long-horizon investing. Noteworthy is the recurring collaboration with researchers and analysts from Seeking Alpha, plus guests who delve into niche strategies (backdoor Roths, ROTY, and trend-following tool... more

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Which podcasts are similar to Investing Experts?

These podcasts share a similar audience with Investing Experts:

1. Zacks Market Edge
2. Barron's Live
3. Wall Street Breakfast
4. Investing Insights
5. Motley Fool Hidden Gems Investing

How many episodes of Investing Experts are there?

Investing Experts launched 4 years ago and published 383 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Investing Experts?

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Rephonic pulls ratings and reviews for Investing Experts from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Investing Experts?

Recent guests on Investing Experts include:

1. Joe Albano
2. Michael Kramer
3. Sanjeev Sharma
4. Clem Chambers
5. Axel Merk
6. David Auerbach
7. Mike Toney-Hoffman
8. Jussi Askola

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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