Best Technical Alpha Podcasts (2025)

Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19. Show Notes: 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Top Income And AI Growth Stocks Alpha Picks Episode Transcripts For ful…

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REITs are boring and boring is good 40:40

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6d ago40:40

40:40

Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The …

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It ultimately comes down to free cash flow yield 41:16

9d ago41:16

41:16

Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50). Episode Transcripts Show Notes: KCI Research On REITs,…

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AI spending surge, contrarian take on tech stocks 40:06

13d ago40:06

40:06

Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major correc…

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Lofty valuations, overheated technicals - managing market risk with Victor Dergunov 40:14

16d ago40:14

40:14

Victor Dergunov shares why valuations matter more than ever, and how he’s positioning The Financial Prophet portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts…

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Technical Alpha Episode 366 - Very Premium 2:08:28

20d ago2:08:28

2:08:28

Technical Alpha Episode 366 - Very Premium by Technical AlphaBy Technical Alpha

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Technical Alpha Episode 366 - Very Premium 2:08:29

20d ago2:08:29

2:08:29

This week we talk about the next Xbox being very premium, Twitch failing Twitchcon, Love is Blind, Jeff's new appreciation for Love on the Spectrum and more!By Technical Alpha Podcast

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AI in Hedge Funds and Asset Management - Michael Watson 1:07:01

29d ago1:07:01

1:07:01

Send us a text I had a blast taking to Michael Watson who is the founder and CEO of Hedgineer. "AI is the future. But not everyone is prepared for it. To effectively integrate AI into a company, it needs an organized, thorough, and secure inventory of data. Without one, every AI implementation remains incomplete because it only has access to a subs…

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Ice cold, zen-like investing with Alex King 39:36

1M ago39:36

39:36

Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10). Show Notes: Will This Market…

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Physicist to Quant and AI - Igor Halperin 1:02:50

1M ago1:02:50

1:02:50

Send us a text Learn about financial AI expert, Igor Halperin's journey from the Soviet Union to physics and finally quantitative finance in the US. A great discussion on why many physists choose to go into quantitative finance, the positive and negative impacts of LLMs, and some perspectives on careers. Igor Halperin: https://www.linkedin.com/in/i…

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This unbelievably strong stock market 36:52

1M ago36:52

36:52

Fundstrat economic strategist Hardika Singh shares why she's shocked by how strong this market has been despite so many curveballs thrown at it (0:30). News priced in this relentless bull market (8:00). ETFs and stock picking (13:15). Buying the dip will power us to new highs (19:20). Puzzling economic data (21:30). Gold's surprising rally (27:00).…

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#39: Pasta Capital 41:03

1M ago41:03

41:03

In this episode we really got to deep dive into Pasta Capital's trading strategy. You'll learn: - A breakdown of recent LTF and HTF trades that he takes - How he structures his pair trades - What risk management principles he applies - Where he thinks we are in the cycle - Knowing which assets to trade, when and in which size. I really enjoyed this…

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Technical Alpha Episode 365 - Evergreen 1:28:53

1M ago1:28:53

1:28:53

This week we talk about content creator life, the ROG Xbox Ally, video game development, and more!By Technical Alpha

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Technical Alpha Episode 365 - Evergreen 1:28:54

1M ago1:28:54

1:28:54

This week we talk about content creator life, the ROG Xbox Ally, video game development, and more!By Technical Alpha

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Making money in biotech stocks 21:44

2M ago21:44

21:44

How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10). Show Notes: Finding Winners In Biotech, Probably The Riskiest Sector Syndax Pharmaceuticals: A Tale Of Two Drug Launches Arcutis Biotherape…

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Technical Alpha 362 - Legally Distinct Monster Training 1:08:17

2M ago1:08:17

1:08:17

This week we talk about Nintendo being Nintendo with their Virtual Boy, Xbox raising prices on their consoles again, Kojima with the double header PhysInt and OD Knock, SC2 Patches, and more!By Technical Alpha

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Technical Alpha 364 - Castle Crashers 1:52:34

2M ago1:52:34

1:52:34

This week we talk about Battlefield 6, Expedition 33 game of the year possibilities, WarCraft 3 for some reason, and more!By Technical Alpha

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Technical Alpha 363 - 50 Percent of the Time It Works Every Time 1:41:27

2M ago1:41:27

1:41:27

Technical Alpha 363 - 50 Percent of the Time It Works Every Time by Technical AlphaBy Technical Alpha

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#38: MarketWizard 39:54

2M ago39:54

39:54

In this episode we spoke to a trader who has been nailing swing moves in crypto! You'll earn: - His approach to identifying key levels of support and resistance - How he builds a position and over what timeframe - Breakdown of his recent trade setups - Asset selection and knowing what to trade and much more! Follow him on X This episode is sponsore…

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Follow signals, don't chase price - JD Henning 29:59

2M ago29:59

29:59

JD Henning, who runs Value and Momentum Breakouts, shares why following market signals is so important (0:30). Trading gold stocks (7:45). Highlighting beaten down healthcare (10:00). ETFs over single stocks (15:50). Favorite market ETFs (24:00). Crypto and gold sectors (26:30). Show Notes: Palantir, Tesla, Gold, And Market Timing Biotechs Accelera…

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Gold and silver mining stocks - potential winners 34:01

2M ago34:01

34:01

By Seeking Alpha

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REA024 - Final Brief: Sunset & Strategic Redirect 2:50

2M ago2:50

2:50

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.Strategic Redirect:- Energy Markets D…

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Technical Alpha 363 - 50 Percent of the Time It Works Every Time 1:41:28

2M ago1:41:28

1:41:28

This week we talk about Xbox increasing Game Pass Ultimate prices by 50%, EA being bought out and going private, and more!By Technical Alpha

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REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge 3:48

2M ago3:48

3:48

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplif…

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All cap investing with Kirk Spano 55:09

2M ago55:09

55:09

By Seeking Alpha

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REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality 4:15

2M ago4:15

4:15

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightnes…

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Don't fear AI bubble, there will be winners - Tech Contrarians 35:38

2M ago35:38

35:38

Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10). Show Notes: Huawei ramps up AI chip production to fil…

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REA020 - Monday Outlook: Supply Chain Sovereignty & The Policy Pivot 3:43

2M ago3:43

3:43

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot.- Market Pulse:NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the sp…

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REA021 - Tuesday Reality Check: Price Surge, Capacity Gaps, and Execution Alpha 3:38

2M ago3:38

3:38

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.What…

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REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium 3:24

2M ago3:24

3:24

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls.What's inside:- Market read: NdP…

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Technical Alpha 262 - Legally Distinct Monster Training 1:08:18

2M ago1:08:18

1:08:18

This week we talk about Nintendo being Nintendo with their Virtual Boy, Xbox raising prices on their consoles again, Kojima with the double header PhysInt and OD Knock, SC2 Patches, and more!By Technical Alpha

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REA018 - Thursday Brief: Momentum, Pricing, and Strategy 4:02

2M ago4:02

4:02

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Today’s brief cuts through the REE noise. MP holds its midweek momentum as the U.S. mine‑to‑magnet push stays on track. Neodymium is firm on China baselines while heavy rare earths keep a stubborn ex‑China premium. Europe gets a real anchor with Neo’s Estonia magnet line — ea…

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REA017 - Wednesday Momentum & Strategic Positioning (Regenerated) 4:49

2M ago4:49

4:49

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A straightforward read on where the REE market is leaning midweek. MP draws institutional interest on heavy volume. Neodymium holds gains year‑to‑date; dysprosium stays priced for scarcity outside China. Policy is the driver: export licenses, bottlenecks, and floor mechanisms…

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REA016 - Tuesday Market Consolidation & Strategic Analysis 4:42

2M ago4:42

4:42

Tuesday's comprehensive rare earth market consolidation analysis and strategic positioning for institutional capital. Market Consolidation - September 23, 2025: - MP Materials: $73.22 (+$0.01, +0.02%) - Healthy consolidation after Monday's strong opening - Volume: 10.6M shares - Continued institutional interest following Monday's performance - Mark…

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Alpha Engineer - Jeff Ryan 1:22:00

2M ago1:22:00

1:22:00

Send us a text Jeff Ryan is an alpha engineer with an unconventional background. He is also the co-founder of QUANTkiosk and loves solving problems. Some great discussion on programming languages, structuring data, the quant community, and why R programming is so useful. YouTube Version: https://youtu.be/U0qf-sRzQZk QUANTkiosk http://www.quantkiosk…

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Investing in small caps with courage and conviction 41:28

2M ago41:28

41:28

Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45). Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Small Cap Nuance With Courage & Conviction Investing Cineverse: An I…

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REA015 - Monday Market Opening & Strategic Positioning 5:02

2M ago5:02

5:02

Monday's comprehensive rare earth market opening analysis and strategic positioning for institutional capital. Current Market Performance: - MP Materials: $73.22 (+2.04%, +$1.47) - Strong momentum continuing from Friday - Volume: 37.4M shares - Significant institutional interest accelerating - Market cap: $12.97B - Rare earth sector strength in Mon…

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3 stocks to buy from Alpha Picks/Pro Quant Portfolio 39:00

2M ago39:00

39:00

Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from Alpha Picks/Pro Quant Portfolio (20:05). Show Notes: 6 Stocks Poised To Benefit From A Rate Cut Leveraging The PRO Quant Portfolio Quant Ratings Explained Steven Cress' Top 10 Stocks For H2 202…

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REA014 - Weekly Wrap-Up & Strategic Positioning 5:38

2M ago5:38

5:38

Friday's comprehensive weekly wrap-up and strategic positioning analysis for institutional capital in rare earth elements. Weekly Market Performance: - MP Materials: $71.65 (+0.93%, +$0.67) - Strong response to Fed rate cut environment - Volume: 1.15M shares - Institutional interest accelerating post-monetary policy shift - Market cap: $12.77B - Ra…

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REA013 - Fed Rate Cut Impact & Rare Earth Market Response 4:36

2M ago4:36

4:36

Thursday's comprehensive rare earth market analysis and Federal Reserve policy impact for institutional capital. Market Snapshot - September 18, 2025: - Federal Reserve cuts rates 25 basis points to 4.00%-4.25% range - Lower financing costs benefit capital-intensive rare earth separation facilities - Enhanced project economics for Western rare eart…

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You can beat the market - by breaking some rules 38:48

2M ago38:48

38:48

David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Paralle…

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Inflation expectations, tech valuations, healthcare opportunities 36:01

2M ago36:01

36:01

Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Show Notes: Federal Reserve…

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REA012 - Heavy Rare Earth Discoveries & Market Consolidation 5:08

2M ago5:08

5:08

Wednesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 17, 2025:** - MP Materials: $65.98 (-1.78%, -$1.19) - Healthy profit-taking after recent momentum - Market showing disciplined consolidation as institutional capital processes developments **Fresh Rare Earth Pricin…

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Historic day at the Fed with Danielle DiMartino Booth 24:10

2M ago24:10

24:10

Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10). Show Notes: Powell In Jackson Hole, A Little Too Late U.S. retail sales keep…

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REA011 - Market Consolidation & Discovery Impact 4:55

2M ago4:55

4:55

Tuesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 16, 2025:** - MP Materials: $65.94 (+4.16%, +$2.64) - Strong momentum continues - India launches sixth tranche critical minerals auctions today - Market consolidation after Monday's developments **Fresh Pricing Data:…

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The Current State of AI in Finance and Business 24:21

2M ago24:21

24:21

Send us a text AI has many use cases and is a very broad area. AI has been used in finance since the rise of computers and the internet through automated systems. From trading to originating loans, AI is not new to finance. As LLMs have become the main focus over the last few years, there are a lot of wild predictions and fear of missing out. While…

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#37: Timothée (The DATfather) 37:20

2M ago37:20

37:20

The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos). Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets. In this episode, we dive into: The evolution of DATs and today’s landscape Who’s buying, why they matter, and how the flo…