Investing Experts

David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20)

Show Notes:
Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation

Investing Experts transcripts

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Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)

Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Risk and Reward: How to handle market volatility and build long-term wealth

Investing Experts' transcripts

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High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30)

Show Notes:
Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong
Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

Investing Experts' transcripts

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Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)

Show Notes:
Why Meta Is The Best Positioned Hyperscaler In 2026
Top 5 Stocks For AI's Optical Revolution In 2026

Episode transcripts

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Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40)

Show Notes:
Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%
The Cure For FOMO With Tech Contrarians
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

Episode transcripts

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