Marketplace Roundtable

With the Fed's balance sheet expanding at an unprecedented rate, inflation concerns have made a comeback among some market watchers on both Wall Street and Main Street. While the monetary supply has increased drastically since the onset of the COVID-19 induced economic crisis, the velocity of money has actually fallen during this period. So what will prevail once the pandemic dust settles - a defl...

We speak with Bram de Haas about how to watch for downside in this environment, and how to navigate market uncertainty. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with three Marketplace authors about how they are addressing dividend stocks and strategies in the current market. Limelight Alpha Management Partners, author of Top Stocks for Tomorrow, speaks from 1:00-22:15 minute mark; Tariq Dennison, author of Long Run Income, joins us from 22:15-56:15; and The Dividend Guy, author of Dividend Growth Rocks, joins us from 56:15-1:21:15. Learn more abou...

We discuss three different aspects of the fixed income sector - high yield debt, BDCs, and corporate debt - with three Marketplace authors. Jeremy LaKosh joins us from :30 minute mark-24:00, John Yesford, a.k.a. PendragonY, joins from 24:00-49:00, and Donald van Deventer is on from 49:00 - 1:19:00 Learn more about your ad choices. Visit megaphone.fm/adchoices

We speak with Joseph L. Shaefer of The Investor's Edge (1:00 minute mark-32:30) and ANG Traders (32:30-56:00) about the current market environment, the effect of stimulus, and where the market might go in the coming months (this may not be the real sign we've turned a corner). Learn more about your ad choices. Visit megaphone.fm/adchoices

We speak with Lawrence Fuller, author of The Portfolio Architect, about how to orient amidst a low visibility market (:30-19:00 minute mark); D.M. Martins Research, author of Storm-Resistant Growth, about where opportunities might be lurking (19:00-42:30); and Michael Gayed about what time frame investors should be considering for this market and the strange disconnect we have (42:30-1:11:00). Lea...

We speak with Chaim Siegel of Elazar Advisors, LLC, author of Nail Tech Earnings, about how to watch the market's pricing mechanism, as well as the stand-out subsector of video games (1:15 minute mark-22:00); Andres Cardenal, CFA, author of The Data-Driven Investor about how tech deserves its premium and the antifragility of Docusign and Twilio (22:30-49:30); and Michael Wiggins de Oliveira, autho...

With the coronavirus outbreak, the spread of COVID-19, and the serious steps governments are taking around the world to contain it, no sector of the market is being untouched. We've been conducting roundtable discussions on Seeking Alpha and individual interviews with authors to hear how they're dealing with the situation, and are collecting those interviews here. We begin with the real estate inv...

With markets in sell-off mode the world over and few asset classes spared - Oil is below $35/bbl while the S&P 500 is down more than 6% on the day as I write this on Monday March 9, today's conversation with Macro specialist Eric Basmajian is hugely important. Eric is Head of Macro Research at Pervalle Global, a discretionary hedge fund specializing in global macro driven trades across all major a...

Steve Wells, aka the Fear & Greed Trader, rejoins the Marketplace Roundtable Podcast to update listeners on his views of markets as reflected in the Savvy Investor service. Recorded during one of last week's days of heavy selling in global equity markets, Wells conceded the coronavirus is "a real event." In general terms though, the market was due for a pullback and Wells is not overly concerned a...

Andres Cardenal rejoins the Seeking Alpha Marketplace Roundtable podcast to discuss his investment strategy as featured in the Data Driven Investor research service. Cardenal, who has been investing since 2002, uses a combination of quantitative and qualitative methods. He finds that the quality of a company's management team to be one metric that can be particularly telling. Recently this led him...

Dane Bowler of the newly launched Retirement Income Solutions joins the Marketplace Roundtable. He shares his investing journey and how it brought him to real estate investment trusts (REITs), as well as some of his favorite ideas in today's market. Topics Covered 2:00 minute mark - Talk about your investing goals and style 3:30 - Why REITs? 5:00 - What's your process for choosing an investment? ...

Doron Levin joins the Marketplace Roundtable podcast to discuss his views on the transportation sector and picks for 2020 as featured in his Auto/Mobility Investors research service. Levin is a longtime journalist covering the auto and transportation sector. Based in Detroit, he focuses on the global automobile "plus mobility" industry. This includes not just cars and automotive suppliers, but "th...

Andrew Hecht rejoins the Marketplace Roundtable podcast to discuss his views on the commodity sector and picks for 2020 as featured in the Hecht Commodity Report research service. Hecht is bullish on all commodities. "We're seeing a little bit of a pullback in some of the leading commodities, which I think is a buying opportunity," he says. Asked to name favorites, he identifies precious metals an...

We share an interview from Alpha Trader with Cody Willard, author of Trading With Cody on the Seeking Alpha Marketplace. The episode begins with a discussion of Tesla (TSLA), and Willard - who was a longtime bear on the company (but never short) - began buying close to last year's lows alongside the introduction of the Model 3. Making him even more bullish was the unveiling of the cybertruck. Will...

Kris joins the podcast to discuss the From Growth to Value research service featuring the Potential Multibaggers. As the name suggests, Kris's research looks at both growth and value, but these lines often blur. The importance for investors is not so much labels but finding a style that one is comfortable with. "I was actually more of a value investor at first but I found that it didn't fit my per...

We feature an episode from The Razor's Edge for this week's Marketplace Roundtable, featuring Marketplace author Akram's Razor as well as Seeking Alpha's Daniel Shvartsman. The market has seemed to be on an up and to the right path, but underneath there's been a surprising amount of churn. Large-cap growth stocks especially have moved suddenly on unclear reasoning, moves that seem skittish amidst...

This week’s episode features a discussion with Michael Gayed, author of the Lead-Lag Report on the Seeking Alpha Marketplace. Michael has been writing on Seeking Alpha since 2007 – a full-cycle contributor, you can say – and has been a regular on CNBC, Real Vision, and other outlets for a long time. Inflation expectations have bottomed out, argues Gayed, and if reflation is the theme going forward...

Michael Gettings joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Easy Vix research service. Gettings developed an algorithm that uses the shape of the VIX futures curve, and the rate of change in the curve, to assess the level of risk in equities markets. The algorithm aims to produce warning signals when risk is emerging, rather than after it h...

William "Travis" Koldus of KCI Research rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Contrarian research service. An investor's formative years tend to have an impact on their investing strategy and Koldus is no different in this regard. He "came up in a value background, when most of the well-known investors were value guys." Value has be...

Robert Hauver joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Hidden Dividend Stocks Plus service. Hauver looks for "under-valued, under-covered dividend stocks," mainly by pursuing ideas through macroeconomic or lifestyle trends. This may include "sub sectors or niche industries, such as -- believe it or not -- salmon farming." Indeed, one of his c...

Richard Berger joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Engineered Income Investing service. Berger's goal is to produce "a nice, healthy high yield with as low a risk as possible." To do that he first identifies high-quality companies to invest in, such as dividend aristocrats. In the next step he appraises fair value through a variety of to...

We spoke with J Mintzmyer about the shipping sector in June, when sentiment was at a low. There's been quite a turn since then, and after another Marine Money event we speak with him about what's changed and where investors' focus is. ESG (Environmental, Social, and Corporate Governance) investing was a major topic, but as a positive driver for the sector in the way that IMO 2020 has been, rather...

Eric Basmajian rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the EPB Macro Research service. Basmajian's approach is to separate the economy into two main phases: periods where growth is accelerating versus periods where growth is decelerating. "What's nice about that approach is it's pretty objective," says Eric. "There's no opinion in an accelerat...

Joe Albano rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his Tech Cache service. Albano's strategy is a hybrid of fundamental and technical methods. He focuses mostly on technology stocks, an industry he knows well from his life pre-Seeking Alpha. Albano has a university degree in computer and electrical engineering but says he is mostly self-taught...