December 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 a wide range of topics, including insight on the Nvidia/Broadcom tango, smart defensive strategies for investors, dividend hedges, and AI positioning. 

Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

Guest: Sara Awad, Investing Group Leader of Tech Contrarians

Sara Awad offers context into the ongoing Nvidia/China saga, and why the recent H200 approval could be a good thing for Broadcom, the “Nvidia” of ASIC. You’ll also hear Sara explore Apple’s ability to ride out the expected chip shortage (this isn’t their first rodeo), plus a 20,000-foot view of the latest AI sector rebound.

Keep It Simple With Bonds And ETFs

Guest: Rob Isbitts, Investing Group Leader of Sungarden Investors Club

Rob Isbitts digs into what he calls the 800-lb gorilla in the room: index investing’s rise in popularity and the impact it’s had on the market. Rob also explores the many benefits of building a bond ladder, and why he believes it’s a smart strategy as we move into the uncertainty of 2026.

Unlocking Dividend Growth With The Dividend Kings

Guest: Scott Kaufman, Investing Group Leader of The Dividend Kings

Scott Kaufman talks about how market sentiment and interest rates affect investment strategies, while exploring key metrics investors can use to evaluate dividend stocks as a defensive hedge. You'll also learn more about the role baby bonds and preferred securities play in an uncertain market, and you’ll hear about the benefits of adding them to your strategy.

3 Well-Positioned AI Stocks From Steven Cress

Guest: Steven Cress, VP of Quantitative Strategy at Seeking Alpha

Steven Cress explains why quant works and shares 3 top-rated AI stocks. Learn how Seeking Alpha’s Quant model has outperformed the S&P 500 since 2010, with Alpha Picks up 272% and the PRO Quant Portfolio up 25%.*

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.

*For details on Seeking Alpha’s Quant Ratings Performance, click here. Alpha Picks performance is calculated from July 1, 2022, to December 22, 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 December 22, 2025. For more details on the performance calculation and methodology of PRO Quant Portfolio, click here.

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