March Podcast Roundup The Investing Experts Podcast features timely market insights from seasoned analysts, portfolio managers, and industry specialists. This month's conversations explore geopolitical risks to oil markets, stock picking amid sector shifts, dividend-focused REIT strategies, and positioning in large-cap tech and energy. |
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War, $200 Oil, And The Market's Reckoning
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Guest: James Kostohryz, Investing Group Leader of Successful Portfolio Strategy
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James Kostohryz explains why the U.S.-Israel conflict with Iran could become prolonged, creating underestimated risks for global markets and oil supply. He outlines how escalating geopolitical tensions could reshape energy prices and investor positioning. |
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This Is A Stock Picker's Market
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Guests: Julia Ostian, Jack Bowman, and Kenio Fontes
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Amazon's rising CapEx and pressure on free cash flow are raising new questions for investors. Julia Ostian, Jack Bowman, and Kenio Fontes discuss why rare earths and critical materials may benefit from geopolitical shifts and how the growing split between software and hardware is reshaping tech investment strategies.
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Steven Cress' 3 REITs For Inflationary, Heated Times |
Guest: Steven Cress, VP of Quantitative Strategy at Seeking Alpha
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In a volatile and inflationary market, Steven Cress highlights three REITs with strong Quant ratings and dividend profiles. He explains why these companies stand out for income-focused investors navigating geopolitical tension and elevated inflation.
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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
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Guest: Gary Vaughan, Founder of Daily Stock Picks
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Gary Vaughan explains why Nvidia remains a core holding despite potential competition from AMD, and why Apple is his highest conviction large-cap tech opportunity. He also discusses the memory bottleneck in AI and why he has rotated part of his portfolio into energy. |
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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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