September Podcast Roundup

This month’s Investing Experts Podcast episodes explore market momentum, cannabis investing, REIT income, and opportunities emerging from the AI infrastructure buildout. Listen in for timely ideas and analysis on some of the biggest themes shaping markets today.

Momentum, Fear & The Case For Buying The Dip

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

What does history suggest after a sharp market correction? Steven Cress examines past momentum reversals and explains why fundamentally strong stocks can present opportunities when fear drives a pullback.

‘Let’s Go All In On Cannabis’—Grown Rogue’s Obie Strickler & Josh Rosen

Guests: Obie Strickler, CEO & Founder of Grown Rogue; Josh Rosen, Chief Strategy Officer

Obie Strickler and Josh Rosen discuss Grown Rogue’s expansion into New York and the regulatory uncertainty still shaping cannabis valuations. Hear why they’re focused on state-level performance, disciplined growth, and building a sustainable cannabis business.

Look At REITs As Dividend Income Machines

Guest: David Auerbach, Chief Investment Officer of Hoya Capital

David Auerbach makes the case for looking at REITs as income generators after years of elevated interest rates. Find out why he sees value in small- and mid-cap REITs and what makes them particularly interesting for income-focused investors.

Beyond Nvidia: Finding Opportunity In The AI Buildout

Guest: Joe Albano, Investing Group Leader of Tech Cache

AI infrastructure spending is surging, but so are the costs for the companies driving the buildout. Joe Albano looks beyond the most prominent AI names to less crowded beneficiaries, including Bloom Energy and the growing demand for power solutions for data centers.

Want more? Browse all of our podcasts for timely market analysis, investing ideas, and actionable insights.