August Podcast Roundup
We covered a broad range of key topics this month, from smart barbell pairings to retirement strategies, passive investing, and the latest insights for tech. Want the full story? Explore it all in the latest sessions of the Investing Experts Podcast.
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Hedging Exposure In This Volatile Market
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Guest: Michael Kramer, Founder & Investing Group Leader of Reading the Markets
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Market fluctuation has become the norm, driven by implied volatility, option positioning, and liquidity flows instead of traditional macroeconomic data. Mott Capital Investment Founder Michael Kramer explores this current landscape, focusing on undervalued sectors like healthcare and select software stocks. He also explains why recent over-the-top S&P 500 performance can be misleading.
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Steven Cress Picks Lockheed Martin + Sandisk For Balance And Diversification, Growth And Income
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Guest: Steven Cress, VP of Seeking Alpha’s Quantitative Strategy
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In this insightful update, Seeking Alpha’s Steven Cress shares two picks to help investors maximize diversification and combat recent market volatility. Find out why Steven likes pairing Lockheed Martin and Sandisk as part of a trusted barbell strategy and how the two stocks working together can offer both strong growth potential and attractive income generation.
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Make Retirement Awesome Again With Jared Dillian |
Guest: Jared Dillian, Author, Investor, and Founder of Jared Dillian Money
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In today’s market, traditional all-stock portfolios can expose investors to severe drawdowns and behavioral pitfalls. In his upcoming book, The Awesome Portfolio, author Jared Dillian advocates a balanced allocation across stocks, bonds, cash, gold, and real estate for lower drawdowns and higher risk efficiency. Find out why he believes this kind of diversification can enhance long-term compounding, plus learn why he’s bullish on bonds, bearish on the USD, and pulling back on energy.
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Guest: Sara Awad, Founder and Investing Group Leader of Tech Contrarians
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This has been a tough year for tech. In this timely podcast, Sara Awad from Tech Contrarians highlights some challenges tech has seen in 2026 and talks about where investors should focus first. Find out why she believes semiconductor stocks still face further downside despite their potential, and why memory names (such as Micron) pose a high risk in H2. What about AI? We dig into the growing bubble too.
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Want more? Browse all of our podcasts for timely market analysis, investing ideas, and actionable insights.
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