Marketplace Roundtable

Michael Wiggins de Oliveira rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his Deep Value Returns service. As the name of his research service suggests, Wiggins de Oliveira specializes in deep value, focusing on companies that generate strong free cash flow. His model is Warren Buffett's run from 1956 to 1969 when Buffett generated 30% annual returns...

Bill Gunderson, founder of Gunderson Capital Management, joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Best Stocks Now! Premium service. Gunderson has been a professional money manager for 22 years and finds investors generally fall into one of two camps: value investors or "more from the cam, slam, momentum" school of thought. Gunderson finds him...

Today's guest on The Marketplace Roundtable Podcast is the Founder, President and Director of Research & ETFs at Hoya Capital Real Estate, Alex Pettee. Hoya Capital Real Estate is a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to all investors. In that vein, Hoya Capital advises ETFs and individual accounts by investing in portfolios...

Michael Kramer, founder of Mott Capital Management, joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Reading the Markets service. On the whole, he is "very bullish on the equity market," believing another up leg to be imminent that will be reminiscent of the late 2016 to early 2018 period. For 2020, he has a target valuation of 3,400 for the S&P 500,...

Thomas Lott, an adherent to Graham and Dodd/Buffett style investing, joins the Marketplace Roundtable Podcast to discuss his strategy as reflected in the Cash Flow Compounders service. Lott seeks companies that have the ability to compound earnings per share better than market rates over an extended period of time. In this case at least 8%, which is more than the 6% annual average in the S&P 500 s...

This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor. Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IM...

The Fortune Teller joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Wheel of Fortune service. TFT's strategy starts with a comprehensive view of the entire market across asset classes. The primary concern is risk. "We think that our first responsibility is assessing and calculating the risk," says TFT. "Risk management lies at the very core and essen...

Avi Gilburt rejoins the Marketplace Roundtable to share his prognosis on the market after a bumpy year. He reviews the basis of his investing style, and its roots in investor sentiment. He sees the potential for both a strong correction and an eventual bigger rally, which leaves him looking for a better entry point. The story is similar in bitcoin and metals as well. Topics covered: 2:00 minute ma...

A family office manager explains how he evaluates and builds client portfolios via ETFs, CEFs and single stock positions.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ruerd Heeg joins the Marketplace Roundtable Podcast to discuss his quantitative methods of investing as reflected in his Global Deep Value service. Heeg seeks stocks with multiple favorable fundamentals, such as those trading below net current assets or with low price earnings. He diversifies by investing in multiple parts of the world through a variety of strategies. "I export fundamentals for th...

David Alton Clark of Clark Capital joins the Marketplace Roundtable podcast to discuss his  High Yield Income Forum service and how his investing strategy has evolved over the last quarter century. Having successfully navigated the dot-com collapse in the early 2000s and real estate bubble later that decade, Clark today values capital preservation over capital creation. "You really need to watch o...

Julian Lin joins the Marketplace Roundtable podcast to discuss his "best of breed" approach to investing high probability operators, as plays out on his Marketplace service, High Probability Investments.  Lin aims for high median returns, which requires a focus on increasing the probability of an investment's potential. "What that basically means is I'm not going to choose the cheapest operator in...

Alpha Gen Capital joins the Marketplace Roundtable podcast to discuss his approach to investing in closed-end funds, as plays out on his Marketplace service, Yield Hunting. Alpha Gen Capital prefers closed-end funds due to the income flows and strong risk-adjusted returns. It typically looks at "high quality, closed-end bond funds," including taxable and tax-free products but is constantly looking...

In today's special edition of the Marketplace Roundtable Podcast, we feature a table-turner: J Mintzmyer, author of Value Investor's Edge, is the interviewer this time, as Michael Boyd of the newly renamed Energy Income Authority joins him to discuss the opportunity in the energy sector, why he's focusing on that segment, and what parts he is avoiding or looking for buys in. Learn more about your...

Dr. Ashok Dutta of Avisol Capital Partners joins the Marketplace Roundtable podcast to discuss his approach to investing in biopharmaceutical stocks, as plays out on his Marketplace service, The Total Pharma Tracker. Avisol has two styles: On the one hand a long-term buy and hold strategy with active monitoring and profit taking. On the other, a non-algorithmic, short-term momentum trading model s...

Adam Galas, better known as Dividend Sensei, has become known for his dividend strategy and his approach to the sector. A member of the newly launched Dividend Kings, he joins the Marketplace Roundtable to talk today's market and how he follows the #1 rule of investing as a dividend investor. (Note - the recording has a few brief rough patches) Topics covered: 3:00 minute mark - Dividend Sensei's...

Nicholas Gomez of ANG Traders joins the podcast this week to discuss his investing strategy, which can be boiled down to "buy the bull, sell the bear." But the market is a "complex and chaotic system" where many of the variables, and their relation to each other, remain unknown. To deal with that, investors must determine the market's primary trend at any given time. Learn more about your ad choic...

Brad Thomas of iREIT on Alpha becomes one of the first repeat guests of the Marketplace Roundtable podcast, discussing his focus on the REIT sector in a wide-ranging conversation. The retail sector attracted initial focus. Somewhat surprisingly considering the "retailpocalypse" that has taken hold in much of the developed world, Thomas still sees buying opportunities among retail-focused REITs. Th...

On the latest Marketplace Roundtable Podcast, Bhavneesh Sharma sits downs to discuss his background as a practicing M.D. and how it gradually morphed into the approach to biotech investing he espouses at Vasuda Healthcare Analytics, the Seeking Alpha Marketplace service he founded in 2016. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single epi...

Steve Wells, the author behind the Fear & Greed Trader account and the Marketplace service Savvy Investor, explains why he is "not in a mode where I'm even thinking about lightening up on my exposure" as long-term trend lines indicate the bull market has longer to run. Having lived through several economic and market cycles, Wells concedes it is difficult to mute emotions especially with all the m...

J Mintzmyer of Value Investor's Edge concludes his review of Marine Money in our third podcast on the subject. We spoke Friday morning, and go back into the IMO 2020 discussions to hear what industry insiders are saying and one divergent approach to the regulation that J is watching. J also shares a segment by segment breakdown of the industry, and we hit one more time on the theme that it might b...

Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches an...

We continue our three-part miniseries covering Marine Money with J Mintzmyer of Value Investor's Edge. I spoke with J on Tuesday morning, before day 2 of the conference, to hear what the mood is on the floor and what the response was to the first panel he joined. He also shares insights from investor and management meetings, and a few positive stories on corporate governance and improving rate sto...

J Mintzmyer checks in with us on the state of the shipping industry before its headlining investor event, Marine Money. In the first episode of a three-part miniseries, we discuss the pessimism in the sector and why the fundamentals look better, as well as what J would like to see management teams do about it. The looming implementation of IMO 2020 comes up as well, and J walks us through that as...