Andris Veliks - Seeking Alpha

Podcast Roundup: Streaming, Cannabis, Shipping, and Mispriced Stocks

Tue, 27 Jan 2026 21:46:00 +0000

January Podcast Roundup

Featuring episodes from our show: Investing Experts

Seeking Alpha Podcasts surface market insights from seasoned analysts, portfolio managers, and industry insiders. This month’s episodes explore where fundamentals still matter most—from streaming profitability and cannabis policy to shipping cycles and overlooked stock opportunities.

There Is No Streaming War

Guest: Dan Rayburn, Streaming Media Analyst

Netflix remains central to streaming headlines as potential deals circulate, but Dan Rayburn explains why investors should focus on results, not speculation. Learn how the industry is shifting from growth at all costs to profitability and which metrics matter most for picking the best streaming stocks right now.

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Cannabis Investing In The Trump Era

Guests: Josh Rosen and Jerry Derevyanny from Bengal Capital

With renewed attention on U.S. federal cannabis policy, Rosen and Derevyanny discuss how regulatory shifts could impact U.S. cannabis operators. The episode focuses on how investors can evaluate fundamentals in a sector defined by state-level volatility, uncertain growth, and widespread leverage challenges.

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Shipping Market Insights For 2026

Guest: J Mintzmyer, Founder of Value Investor’s Edge

J Mintzmyer shares his outlook for shipping in 2026 and beyond, including strategies for navigating downturns and where dry bulk may offer opportunity. Hear why balance sheet strength, backlog visibility, and fleet diversification matter more than ever and how macro trends and geopolitics are shaping the sector.

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Chris DeMuth Jr. Shares Some Stock Picks

Guest: Chris DeMuth Jr., Founder of Rangeley Capital

Chris DeMuth Jr. discusses his approach to finding mispriced stocks, hidden value, and opportunities in misunderstood corners of the market. Topics include activist investing, selective “gambling” on asymmetric bets, and areas of interest such as healthcare and AI where inefficiencies still exist.

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These are just a few of the timely conversations featured on our podcasts each month. Explore more episodes to hear how today’s leading investors and analysts are thinking about risk, opportunity, and positioning in the current market.

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Wed, 01 Oct 2025 21:07:00 +0000

Must Reads

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FREE TRENDING ARTICLE

Nice-To-Haves: Amazon And Top Consumer Discretionary Stocks For Q4

The consumer discretionary sector remains resilient, driven by robust GDP growth, rising incomes, and strong spending among top earners. Top five Q4 p...

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Any views or opinions expressed in the webinar do not reflect those of Seeking Alpha as a whole.

Merck: Initiating "Strong Buy" On Shift To Qlex SC Injection For Solid Tumors

Merck earns a "Strong Buy" rating due to strategic moves, including FDA approval of QLEX, the first subcutaneous immune checkpoint inhibitor. QLEX ext...

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3 REITs To Sell Before They Cut The Dividend

Not all REITs can sustain their current dividend. Dividend cuts often lead to sharp declines in share prices. I highlight three popular REITs that are...

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The Truth About Novo Nordisk: 4 Myths That Don't Hold Up

Novo Nordisk remains a strong buy despite recent market pessimism, with key growth catalysts on the horizon. NVO's Wegovy, especially at higher doses,...

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3 Market Predictions For October

Despite September historically being the worst month of the year for investors, both the NASDAQ and S&P 500 have advanced more than 5% so far this mon...

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Andris Veliks - Seeking Alpha

Podcast Roundup: Streaming, Cannabis, Shipping, and Mispriced Stocks

See What’s Shaping the Market This Week

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FREE TRENDING ARTICLE

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DJ Collins

Careers at Seeking Alpha

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