April Podcast Roundup
The Investing Experts Podcast brings together seasoned analysts, portfolio managers, and industry specialists to break down what’s moving markets right now. This month’s episodes focus on the sustainability of AI spending, rising pressure on tech valuations, and how investors are rotating into energy, gold, and defensive strategies amid growing uncertainty.
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AI Capex Surge, Bottlenecks, And The Race For ROI
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Guests: Amrita Roy and Uttam Dey, Seeking Alpha Analysts
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AI investment remains a dominant force, but returns are under increasing scrutiny. Amrita Roy and Uttam Dey explore where capital is actually translating into revenue, highlight bottlenecks in optical networking and memory, and explain why parts of cybersecurity and select AI leaders may still be mispriced.
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Avoid S&P + Bonds, Buy Gold + Energy - George Noble
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Guest: George Noble, former Fidelity fund manager and hedge fund portfolio manager
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George Noble outlines why traditional allocations may be falling short in today’s environment. He makes the case for shifting toward gold, energy, and commodities as inflation hedges, while warning of structural risks in large-cap tech and growing fragility in private credit markets.
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Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
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Guest: Victor Dergunov, Investing Group Leader of The Financial Prophet
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Victor Dergunov shares a tactical playbook for navigating a potential downturn. He covers where he’s reducing exposure, how he’s hedging with options, and why he’s rotating into gold miners and energy while maintaining key positions in core tech names.
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The Cure For FOMO With Tech Contrarians
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Guest: Sara Awad, Investing Group Leader of Tech Contrarians
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As enthusiasm around AI continues, Sara Awad breaks down where caution is warranted. She examines supply chain constraints, geopolitical pressures, and why long-term opportunities may lie with companies providing critical infrastructure rather than crowded momentum trades.
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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 valuation, risk, and positioning in today’s market.
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