Marketplace Roundtable

On the latest Marketplace Roundtable podcast, Mark Hibben (of Rethink Technology) sits down with Seeking Alpha's Jonathan Liss to walk listeners through his unique approach to picking tech stocks. Mark incisively identifies and dissects key trends in tech - and how they are likely to play out in the stock market. In the wide-ranging conversation that follows, Mark touches on everything from what h...

A special Marketplace Roundtable, as we share a Behind the Idea episode with Michael Boyd, Seeking Alpha author and owner of Industrial Insights on the Seeking Alpha Marketplace. We're talking about 3M Company (MMM). He was bearish about the company as of April, so we wanted to get his take on what led the company to this point, how they could change his mind, and what he is watching for going for...

On the latest Marketplace Roundtable podcast, David Trainer, of Value Investing 2.0, sits down with Seeking Alpha's Jonathan Liss to walk listeners through his comprehensive stock and equity fund valuation system. The system is rooted in a painstaking process of forensic analysis and correcting financial reporting data, via machine learning. The wide-ranging conversation that follows tries to answ...

In his nearly 20 years of investing, Arturo Neto, CFA of The Income Strategist, has seen pretty much every type of market environment. His approach - which combines bottom up and top down analysis - is all about generating yield and managing risk simultaneously. He walks listeners through his strategy and explains his broader view of the current macro environment in the latest edition of the Marke...

Today's Market Roundtable Podcast features Lawrence Fuller of Fuller Asset Management and The Portfolio Architect. Fuller's strategy is an adaptation of Ray Dalio's All Weather portfolio that maintains exposure to asset classes based on economic "seasons." Having lived through all four of these "seasons," the appeal of maintaining exposure to various asset classes is obvious to Fuller.  Learn more...

In the latest episode of the Marketplace Roundtable Podcast, Eric Basmajian of EPB Macro Research explains the workings of his unique macro-driven approach to investing and reads the current macro tea leaves. His underlying thesis: Spiraling debt is starting to take a real toll on current and future U.S. growth prospects. He concludes with some actionable recommendations for sectors he likes and s...

Longtime investor and Seeking Alpha author Mark Bern, CFA, one of the co-authors of Friedrich Global Research, joins the Marketplace Roundtable to talk about their focus on free cash flow. Mark shares how the firm uses strict investing criteria consisting of primary and secondary ratios helps avoid mistakes, with a focus on consistency in company performance.  Learn more about your ad choices. Vis...

Today's Marketplace Roundtable podcast features Andrew Hecht, author of the weekly Hecht Commodity Report. Hecht's investment strategy focuses on fundamentals. He looks at supply and demand to get a view of direction bias, then at technical indicators for entry and exit points as pricing cycles tend to determine tops and bottoms in the commodities sector. His aim with the service is to provide the...

In the latest edition of the Marketplace Roundtable Podcast, J Mintzmyer discusses his bread and butter: the global shipping sector. Shipping stocks took a major thrashing in the last few months of 2018, meaning there are now several deep value picks within the sector trading at multi-year discounts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

As the bull market stretches out another leg, Andres Cardenal, CFA highlights a few areas where value is still to be found. The author of The Data-Driven Investor, he combines a quantitative and fundamental analysis approach to his investing. In the current climate, he likes the market's outlook over the next 6-12 months as well specific ideas in U.S. tech such as Google, and opportunities abroad...

Jonathan Faison, of the ROTY Seeking Alpha Marketplace service,  first started exploring the biotech space a decade ago. He emphasizes a focus on preserving capital by limiting position sizes and picking stocks that have multiple "irons in the fire". What follows is a wide-ranging discussion on investing in the biotech space - both broadly and with specific examples currently playing out. Learn mo...

Colorado Wealth Management Fund runs The REIT Forum, so it's no surprise that this podcast focuses on the real estate investment trusts. Drawing on his background in accounting and finance, Colorado Wealth Management discusses the importance of great fundamentals in selecting a REIT, and how their focus on the sector allows them to do a few things very well. Learn more about your ad choices. Visit...

JD Henning is a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 25 years trading and investing stocks and other securities.  He is the founder of Value & Momentum Breakouts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a trader or an investor? It's a question that echoes across many conversations here at Seeking Alpha and beyond. The working assumption of most investors is that trading and investing are generally mutually exclusive. Brian Fletcher and Mike Richards want you to rethink those assumptions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Moreland of Daily Insider Ratings has been tracking insider buy and sell behavior for 30 years - pre-dating when this data was publicly available via the internet. Despite what many investors believe, using insider trading patterns to determine whether a stock is worth owning involves a lot more than simply adding up insider buys and sells. Moreland uses insider trading as a starting poin...

William Travis Koldus has a twenty plus year career as an investment analyst, investor, portfolio manager, consultant, and writer. Travis believes we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years. You can gain access to Travis's insights via his SA Marketplace service, The Contrarian. Learn more about your ad choices. Visit megaphone.f...

Patrick MontesDeOca founded The Equity Management Academy with the belief that "regular" investors could learn to trade like "Pros" when given the right tools. Patrick and Director of Research Dr. Scot Macdonald's accrued knowledge is embodied in the fully automated proprietary trading program, Variable Changing Price Momentum Indicator (VC PMI). They offer subscribers to their SA Marketplace serv...

Dr. Tran shares his wisdom and experience as it applies to investing in the biotech arena on his marketplace service Integrated BioSci Investing. Dr. Tran's goal is to help make this complicated sector accessible to the average investor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings drives stocks; that's the fundamental thesis behind Chaim Siegel's approach to the market. Writing as Elazar Advisors, LLC, he has brought his experience in the markets - including at Morgan Stanley and S.A.C. Capital - to Nail Tech Earnings. He discusses his background and how he approaches the tech sector, and then shares his views on Twitter and Micron, among other ideas. Learn more ab...

Ranging from a hedge fund career in New York to an entrepreneurial career in Latin America, Ian Bezek has developed a global perspective on markets, which plays out on his Marketplace service, Ian's Insider Corner. He joins the Marketplace Roundtable to talk about a wide range of topics, ranging from Mexican stocks to commodity ETFs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 15 of the Marketplace Roundtable,  Seeking Alpha's Jonathan Liss sits down with Howard Jay Klein of The House Edge for a wide-ranging discussion on casino stocks, sports betting and online gaming. With 30 years of experience running some of America's top casinos, Howard is uniquely positioned to offer up investing advice on this sector. Starting with a bird's eye view of the broad trend...

Bret Jensen (aka The Insiders Forum) sits down with SA's Jonathan Liss to discuss his unique approach to investing. Particularly when company insiders are buying up their own shares en masse, Jensen starts to dig deeper, developing a thesis for the stock. It's a strategy that has routinely delivered out-sized returns over the years, as demonstrated by the strong performance of his SA Marketplace s...

Long-time market commentator and stock picker Rick Pendergraft sits down with Seeking Alpha's Jonathan Liss to discuss his approach to investing and the current macro environment. Rick believes in a 3-pronged approach of fundamental, technical and sentiment analysis to ensure all of his investment picks are built on a strong foundation. It's an approach he references regularly in his newly-launche...

Tech is always in the news, and it's started 2019 as a renewed market leader. But between trade talks, the ups and downs for Apple, and periodic calls for regulation, it's unclear where the sector will go from here. Joe Albano, author of Tech Cache, shares some of his long ideas and how he maintains flexibility while trusting in his intuition at the same time.  Learn more about your ad choices. Vi...

Cryptocurrency specialist Hans Hauge sits down with Seeking Alpha's Jonathan Liss for a wide-ranging conversation on investing in the digital currency space Learn more about your ad choices. Visit megaphone.fm/adchoices