Episodes: 383
Frequency: Multiple_weekly
Rating: 4.6/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 29.3k subscribers
Instagram: 26.0k followers
Publicly listed emails
podcastmanagement@seekingalpha.com
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Rena Sherbill - Podcast host and financial markets interviewer at Seeking Alpha, covering stock analysis, investing themes, and market developments with analysts and industry experts.
Alex King - Analog Semiconductors, Texas Instruments, Hyperscaler Capital Expenditures, And Technology Investment Opportunities.
David Auerbach - REIT Fundamentals, Mergers And Acquisitions, Senior Housing, Office Properties, Single-family Rentals, Data Centers, Commercial Mortgage Reits, And Dividend Income.
Joe Albano - AI Infrastructure Investing, Broadcom, Bloom Energy, Credo Technology, Nvidia, Technical Analysis, And Taking Profits In Technology Stocks.
Steven Cress - Market Sentiment, Fear-driven Rotations, Valuation, Growth Stocks, Credo Technology, And Buying Market Dips.
Raul Shah - Tax-loss Harvesting, Tax Alpha, Servicenow, Unitedhealth, Hims & Hers, And Value-oriented Investing.
What will Micron's gross margin guide be?
September 27, 2026
Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Being picky with stocks more important than ever
September 24, 2026
Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Don't sleep on (analog) semiconductors
September 22, 2026
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)Show Notes:Don't Sleep On SoftwareEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Publicly listed emails
podcastmanagement@seekingalpha.com
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