Marketplace Roundtable

Latest Episodes:

Marketplace Roundtable 35: Apple And The New Chip Paradigm With Mark Hibben Jun 13, 2019

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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 he sees as the new chip paradigm to Apple's recently concluded WWDC and the ongoing China trade war.
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Marketplace Roundtable #34 (Behind The Idea Cross-Post): Looking For 3M's Growth With Michael Boyd Jun 11, 2019

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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 forward.
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Marketplace Roundtable #33: Building A Comprehensive System For Valuing Stocks With David Trainer May 28, 2019

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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 answer deeper questions about proper valuation techniques in a 'permanent' low yield environment.
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Marketplace Roundtable #32: A Sensible Income Strategy For This Market With Arturo Neto May 17, 2019

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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 Marketplace Roundtable Podcast.
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Marketplace Roundtable #31: The Benefits Of Tactical Asset Allocation With Lawrence Fuller May 14, 2019

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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.
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Marketplace Roundtable #30: Asset Allocation In A High Debt, Low Growth World With Eric Basmajian May 02, 2019

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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 sectors to avoid based his his macro thesis.
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Marketplace Roundtable #29: The Importance Of Cash Flow With Mark Bern Apr 25, 2019

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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.
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Marketplace Roundtable #28: Commodity Picks Across The Board With Andrew Hecht Apr 22, 2019

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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 most comprehensive, deep-dive commodities report on the market.
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Marketplace Roundtable #27: Fishing For Deep Value In Shipping With J Mintzmyer Apr 18, 2019

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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.
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Marketplace Roundtable #26: Picks For The Late Stage Of The Bull Cycle W/Andres Cardenal) Apr 16, 2019

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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 as in Brazil.
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