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Artwork for Investing Experts

Investing Experts

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

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 weeklyEpisodes356Founded4 years ago
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InvestingBusiness

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Artwork for Investing Experts

Latest Episodes

High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major f... more

Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05)

Show Notes: more

Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness ... more

Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fu... more

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Recent Guests

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, FuboTV, WBD and the streaming media landscape
Gary Vaughan
Gary Vaughan, Daily Stock Picks contributor
Daily Stock Picks / Seeking Alpha
Episode: Everybody wants to panic sell. Don't.
David Alton Clark
Founder of Retirement Income Warrior; author of Commanding Retirement Income
Retirement Income Warrior / Seeking Alpha
Episode: 2 dividend plays, taking profits, and dry powder
Ben Carlson
Investment author and strategist; works with Ritholtz Wealth Management and hosts the Animal Spirits blog/podcast
Ritholtz Wealth Management
Episode: Ben Carlson: long-term investing still wins - even when it feels wrong
Samuel Smith
Analyst, runs High Yield Investor group; frequent Seeking Alpha contributor
High Yield Investor
Episode: Blue Owl Capital: Don't believe the (negative) hype
Amrita Roy
Analyst with a deep tech background and macro-to-industry research approach
Seeking Alpha / REIT Forum collaborator
Episode: AI capex surge, bottlenecks, and the race for ROI
Uttam Dey
Analyst with industry focus on semiconductors and AI hardware
Seeking Alpha
Episode: AI capex surge, bottlenecks, and the race for ROI
Steve Cress
Head of Quant, Seeking Alpha
Seeking Alpha
Episode: Micron, Credo, Lumentum: 3 AI strong buys

Host

Rena Sherbill
Host of Investing Experts

Reviews

4.6 out of 5 stars from 244 ratings
  • 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 States6 months ago
  • Great information

    Podcast Addict
    5
    cougar
    2 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
  • Great information

    Podcast Addict
    Cougar
    3 years ago
  • Informative and Interesting financial overviews

    This show has really good guests that give insights into different investing vehicles.

    Apple Podcasts
    5
    webbfam6
    United States3 years ago

Listeners Say

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

The quality and relevance of guests are frequently highlighted as a key strength.
Guests are consistently strong and data-driven, delivering useful investing ideas.
Overall, the program is regarded as a solid source for market insights and actionable ideas.
Listeners find the host and guests easy to follow and the content informative and entertaining.
Many episodes are praised for combining macro context with stock-level analysis and long-term investing orientation.
Audience appreciates clear, practical investment guidance and detailed stock analysis.
Some listeners feel the show favors technical or 'gurus' perspectives at times and may drift toward sensational takes.
Video version would enhance accessibility for some listeners.

Chart Rankings

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

Apple Podcasts
#122
United States/Business/Investing
Apple Podcasts
#97
Canada/Business/Investing
Apple Podcasts
#159
United Kingdom/Business/Investing
Apple Podcasts
#220
Canada/Business
Apple Podcasts
#85
France/Business/Investing
Apple Podcasts
#245
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Mispriced REITs, AI immunity, and the next real estate cycle
Q: What are your thoughts on ETFs vs. other investment vehicles in this space?
ETFs can be sensible for passive exposure, potentially more efficient than leveraged closed-end funds; large, low-cost ETFs like the Vanguard Real Asset ETF provide broad exposure to future-oriented sectors such as data centers and cell towers, aligning with AI-driven demand shifts.
Where the best income opportunities are now
Q: What is the most common question you hear from subscribers in a market like this?
People want to know how to invest given current news stories and rate expectations, but the guest emphasizes not making investment decisions based on the news cycle and instead focusing on whether an investment is cheap and has a durable income.
2 dividend plays, taking profits, and dry powder
Q: How has your mindset about retirement investing evolved over the years?
I shifted from a longer-hold, growth-oriented approach to a more income-focused and risk-managed strategy, emphasizing capital preservation, diversification of income streams, and the discipline to take profits at the right times.
2 dividend plays, taking profits, and dry powder
Q: Why did you choose Conagra as a dividend play, and how did you manage the position?
Conagra offered a high yield around 9% with a long dividend history; I initiated a small position and built a larger stake as the stock fell, locking in a sizable gain while watching for downside risk and ensuring there was room to deploy more if it moved lower.
2 dividend plays, taking profits, and dry powder
Q: What has been your approach to dealing with volatility in 2026?
I harvest gains from growth positions when they run up significantly, keep a large reserve of dry powder, and selectively take profits to redeploy into income-focused opportunities, all while staying flexible to a changing macro environment.

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?

This show delivers accessible, data-driven analysis of stock markets, focusing on income strategies, sector fundamentals, and macro themes that drive longer-term investing. Episodes regularly feature guests who are engineers of ideas—from dividend and income-focused strategies to AI hardware, semiconductors, streaming economics, and private credit—alongside hosts who challenge narratives with cash-flow and fundamentals. Listeners can expect practical frameworks, disciplined approaches, and real-world examples to inform portfolio construction, risk management, and longer-horizon investing, all while keeping a clear line between analysis and investment advice. A notable strength is the roster of seasoned industry voices and quantitative-minde... 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. Wall Street Breakfast
3. Zacks Market Edge
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 356 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. Jussi Askola
2. Dan Rayburn
3. Gary Vaughan
4. David Alton Clark
5. Ben Carlson
6. Samuel Smith
7. Amrita Roy
8. Uttam Dey

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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