February Podcast Roundup Featuring episodes from our show: Investing Experts Seeking Alpha Podcasts surface timely market insights from seasoned analysts, portfolio managers, and industry specialists. This month's conversations explore AI volatility, contrarian tech positioning, REIT balance sheet strength, and disciplined retirement income strategies. |
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Tech Tug Of War: Fear vs. Greed
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Guest: Sara Awad, Investing Group Co-Leader, Tech Contrarians
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Tech Contrarians take on the ongoing battle between fear and greed in the AI sector. Amid volatility and valuation concerns, Sara Awad breaks down NVDA's 75% forward revenue growth and compares it with AMD and Broadcom. She also discusses potential risks tied to China exposure while focusing on fundamentals rather than headlines.
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Innovative Industrial Properties: Leverage Is Everything
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Guest: Julian Lin, Investing Group Leader, Best Of Breed Growth Stocks
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Julian Lin explains why Innovative Industrial Properties (IIPR) remains a 'Conviction Buy' despite sector headwinds, pointing to its deeply discounted valuation and strong balance sheet. He also highlights IIPR.PR.A preferred shares, with 48x AFFO coverage and a 9.5% yield, and why it stands out among high-yield preferreds.
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Top 10 AI Stocks (Recap + Update) |
Guest: Steven Cress, VP of Quantitative Strategy at Seeking Alpha
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The AI sector remains highly attractive despite sharp pullbacks. Steven Cress shares which top Quant-rated AI stocks combine strong growth and fundamentals, and how investors can evaluate opportunities during periods of volatility.
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Profiting From Growth And Income For Retirement
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Guest: David Alton Clark, Investing Group Leader, The Retirement Income Warrior
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David Alton Clark outlines a disciplined strategy for generating stable retirement income. By actively harvesting gains from growth holdings and redeploying into durable 5–7% yield income stocks, he explains how investors can preserve capital while reducing risk as retirement approaches.
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These are just a few of the timely conversations featured on our podcasts each month. Explore more episodes to hear how leading investors and analysts are thinking about risk, opportunity, and portfolio positioning in today's market.
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