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Artwork for Investing Experts

Investing Experts

Seeking Alpha
Nvidia
S&P 500
Bitcoin
Interest Rates
Inflation
Investment Strategies
Artificial Intelligence
Seeking Alpha
Tesla
Investing
Dividends
Tariffs
Palantir
Federal Reserve
Cryptocurrency
Gold
Reits
Market Volatility
Apple
Amazon

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 weeklyEpisodes375Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investing Experts

Latest Episodes

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 healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons l... more

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 Turbulence: 6 Top Stocks For Balancing Stability And Growth

Alpha Picks

Quant Grow... more

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 remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors A... more

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 USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistic... more

Key Facts

Accepts Guests
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Number of Listeners
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Recent Guests

Jared Dillian
Founder and content creator at Jared Dillian Money; Author of The Awesome Portfolio
Jared Dillian Money / The Awesome Portfolio
Episode: Make retirement awesome again with Jared Dillian
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
Steve Cress
Investing legend, quant strategist, contributor to Seeking Alpha
Seeking Alpha
Episode: 3 growth & income stocks to buy + Steve answers your questions
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
Will Barton
From High Dividend Opportunities
High Dividend Opportunities
Episode: Where the best income opportunities are now

Host

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

Reviews

4.6 out of 5 stars from 257 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 States2 months ago
  • Chapped

    Gorge Noble AKA Chappy.

    Apple Podcasts
    5
    Knucklehead Bruce
    United States3 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 States8 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.

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.
Tax Alpha with Raul Shah: (mega) backdoor Roth
Q: What are the key timing considerations to avoid triggering pitfalls?
Keep traditional IRAs free of pre-tax funds, avoid timing mismatches that could trigger retroactive Pro Rata effects, and ensure after-tax contributions are converted promptly to Roth to prevent gains from becoming taxable.
Tax Alpha with Raul Shah: (mega) backdoor Roth
Q: Walk us through a typical backdoor Roth scenario.
An individual with income above Roth limits contributes after-tax money to a traditional IRA, makes sure all pre-tax funds are cleared to avoid the Pro Rata Rule, then converts the after-tax amount to a Roth IRA and files Form 8606 to document the non-taxed conversion.

Audience Metrics

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

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Gender Skew
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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. Barron's Live
2. Zacks Market Edge
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 375 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investing Experts?

Recent guests on Investing Experts include:

1. Jared Dillian
2. Sanjeev Sharma
3. Clem Chambers
4. Axel Merk
5. David Auerbach
6. Steve Cress
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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