November Podcast Roundup Featuring episodes from our show: Investing Experts Seeking Alpha Podcasts surface timely market insights from seasoned analysts, portfolio managers, and industry insiders. This month’s episodes tackle overheated equity markets, dividend and yield strategies in REITs, contrarian opportunities across commodities and value, and fresh Quant-driven ideas. |
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Lofty Valuations, Overheated Technicals - Managing Market Risk
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Guest: Victor Dergunov, Investing Group Leader of The Financial Prophet |
Victor Dergunov breaks down the risks of overheated technicals, stretched valuations, and the widening gap between Wall Street and the real economy. Learn how to identify signs of market excess and manage risk when sentiment turns. |
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It Ultimately Comes Down to Free Cash Flow Yield
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Guest: Travis Koldus, Investing Group Leader of The Contrarian
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Travis Koldus explains why free cash flow yield guides his approach, where he sees clear mispricings, and how price discovery is reshaping pockets of value. He also compares valuation dynamics between Japan and the U.S., and shares one of his most contrarian takes yet. |
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REITs Are Boring And Boring Is Good |
Guest: David Auerbach, Chief Investment Officer of Hoya Capital and active contributor to iREIT®+HOYA Capital
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David Auerbach discusses yield, the nuances of investing in REITs, and how to spot quality names positioned for income and growth. Gain insight into how interest rates are reshaping the real estate landscape, and where disciplined investors can still find opportunity. |
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Steven Cress' 6 Picks: 3 Dividend Income Leaders And 3 AI Growth Stocks
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Guest: Steven Cress, VP of Quantitative Strategy at Seeking Alpha
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Steven Cress outlines a barbell strategy designed specifically for volatile markets. Amid ongoing uncertainty around the economy, tariffs, the Fed, interest rates, and overall market conditions, he highlights the top three income stocks and top three AI stocks that his Quant model identifies as strong performers. Learn how Seeking Alpha’s Quant model has outperformed the S&P 500 since 2010, with Alpha Picks up 240% and the PRO Quant Portfolio up 18%.*
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These are just a few of the timely conversations happening on our podcasts each month. Click below to explore more episodes and hear where today’s top investors see opportunity.
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*For details on Seeking Alpha’s Quant Ratings Performance, click here. Alpha Picks performance is calculated from July 1, 2022, to November 24, 2025. For more details on the performance calculation and methodology of Alpha Picks, click here. PRO Quant Portfolio performance is calculated from June 2, 2025, to November 24, 2025. For more details on the performance calculation and methodology of PRO Quant Portfolio, click here.
Past performance is no guarantee of future results. Any content and tools on the platform are offered for information purposes only. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank. |
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