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Marketplace Roundtable

Seeking Alpha

12
Followers
32
Plays
Marketplace Roundtable

Marketplace Roundtable

Seeking Alpha

12
Followers
32
Plays
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About Us

The Marketplace Roundtable Podcast features interviews with our Marketplace authors about their investing approach, views on the market today, and some of their favorite investing ideas. The Seeking Alpha Marketplace is a platform for investing services that helps investors take their investing to the next level. Authors provide exclusive ideas, subscriber chat rooms, model portfolios, and one-on-one access with subscribers. In these interviews, you’ll hear how these authors approach their investing and how they try to improve their process and results over time, and hopefully it will give you a few ideas for how to raise your investing game.

Latest Episodes

The Shift To Zoom And The Cloud Is Just Starting

We speak with Beth Kindig and Knox Ridley of Tech Insider Research about Zoom's ascent and why there's still more to come from the shift to the cloud. Learn more about your ad choices. Visit megaphone.fm/adchoices

37 MIN1 w ago
Comments
The Shift To Zoom And The Cloud Is Just Starting

A Correction May Be Coming, But Opportunities Abound

The Stock Waves team - Lyn Alden Schwartzer, Zachary Mannes, and Garret Patten - takes us through why they think the market will be higher in the next 3-5 years, and some ideas they like even as a correction beckons. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 MIN2 w ago
Comments
A Correction May Be Coming, But Opportunities Abound

Revisiting Energy and Tech

Laura Starks joins us to talk about signs of life in the energy sector (1:00-26:00 minute mark), while Mark Hibben shares a note of caution for tech (26:30-57:00). Learn more about your ad choices. Visit megaphone.fm/adchoices

58 MIN3 w ago
Comments
Revisiting Energy and Tech

Successful Portfolio Strategy Is As Much An Art As A Science With James Kostohryz

After 20 years working exclusively with institutional clients and trading virtually every asset class imaginable, James Kostohryz is determined to share his recipe for success with retail investors. Combining fundamental and technical analysis in surprising ways, James remains bearish on the outlook for stocks - while acknowledging that current momentum dictates a more balanced approach in the shorter-term. He joins The Marketplace Roundtable to explain the fundamental, technical and behavioral edge he attempts to give members of his investing service, Successful Portfolio Strategy. Show Notes 3:00 - After two decades working exclusively with institutions, why did James decide to create an investing service for retail investors? 7:30 - Is there a difference in temperamentwith institutional vs retail investors? 10:45 - Given the severityof the global economic contraction resulting from COVID-19, how do you make sense of recent extremely bullish market activity? 22:00 - What are inves...

61 MINJUN 11
Comments
Successful Portfolio Strategy Is As Much An Art As A Science With James Kostohryz

Too High, Too Fast?

We speak with two Marketplace authors, both of whom feel the tech sector has more than achieved full value, and that a correction may be in line for the market as a whole soon. First, Michael Kramer of Mott Capital Management, author of Reading the Markets, speaks to us about the need for patience in an increasingly expensive market (1:00 minute mark-28:00). Then, Victor Dergunov points out why he's not crazy with market valuations, but why gold and the mining sector shine brighter (28:15-56:30). Learn more about your ad choices. Visit megaphone.fm/adchoices

57 MINJUN 9
Comments
Too High, Too Fast?

Work From Home Plays That Are Less Obvious

Work from home tech plays have mostly been a software story, whether it's SaaS (software as a service) darlings like Zoom (ZM) or content plays like Netflix (NFLX). Momentum investing suggests that a stock that's going up is still a good bet, but it's hard to say that those names don't have significant valuations already. Joe Albano, author of Tech Cache, joined us to speak about the tech sector. While we didn't explicitly target this, we ended up having a discussion about less heralded beneficiaries of the work from home theme. With the increased demand on servers, semiconductor and memory chip suppliers such as Micron (MU) would seem to benefit. Joe also calls out a security play that he thinks is suited for the current environment, especially if the shares pull back a little more. Learn more about your ad choices. Visit megaphone.fm/adchoices

39 MINJUN 3
Comments
Work From Home Plays That Are Less Obvious

Quant Strategies And Stocks For A Volatile Market

In our first episode this week, we speak with Ruerd Heeg, author of Global Deep Value Stocks, about the current market. He explains why he's pessimistic about the market as a whole, but also which quantitative strategies he's following to build a watch list and find interesting ideas. He shares the markets he most likes in today's climate - Poland and Hong Kong offer bargains - as well as over a dozen statistically cheap stocks in 6 different markets. Find Ruerd's Marketplace service here - https://seekingalpha.com/checkout?service_id=mp_276. Follow Ruerd's free Seeking Alpha content here - https://seekingalpha.com/author/ruerd-heeg#regular_articles Learn more about your ad choices. Visit megaphone.fm/adchoices

37 MINJUN 2
Comments
Quant Strategies And Stocks For A Volatile Market

The End Of Oil, Or Just A Temporary Setback?

We talk with three Marketplace authors about the oil storage glut and whether this is a sign of end times or just a rut. Kirk Spano of Margin of Safety Investing leads off (from the 1:00 minute mark-54:30), followed by Richard Berger of Engineered Income Investing (54:45-1:22:30), and Power Hedge, author of Energy Profits In Dividends, brings us home (1:22:45-1:37:15). Learn more about your ad choices. Visit megaphone.fm/adchoices

99 MINMAY 26
Comments
The End Of Oil, Or Just A Temporary Setback?

The Great Inflation/Deflation Debate With Eric Basmajian

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 deflationary or inflationary environment? And how should ETF investors be positioning in the meantime? Macro specialist Eric Basmajian (EPB Macro Research) rejoins The Marketplace Roundtable Podcast and delivers a master class in current monetary policy dynamics - and how investors can stay one step ahead of the curve. Show Notes 3:30 - Eric's personal COVID-19 story 7:00 - Stock vs. Bonds (SHY): A tale of two markets - Which is right? 11:30 - The current environment is a deflationary one - here's why 22:30 - Is the US just a generation behind Japan and Europe when it comes to monetary policy and its likely affect on underlying growth? 28:30 - Productive vs. Unproductive debt: Prospects for future growth (KRE) (XLF) 38:30 - What is the theoretical case for inflation once the dust from COVID-19 settles in a few years? 44:15 - What would be the likely outcome if an emerging economy's central bank followed the same playbook as the Fed? 47:00 - Positioning portfolios in the current environment(SPY),(PDBC), (TLT), (IEI), (SHV), (VXUS) 1:00:00 - Would you consider a short position in something like (XLE) or (XOP)given the potential economic downside that still exists in the energy sector? 1:07:30 - Are you currently over- or under-weight gold? (GLD) 1:13:45 - How about gold miners? (GDX) 1:16:00 - How do you make sense of the extreme bullish stock market action of the last month or so?(QQQ) (DIA) (IVV) (VOO) Learn more about your ad choices. Visit megaphone.fm/adchoices

93 MINMAY 21
Comments
The Great Inflation/Deflation Debate With Eric Basmajian

Dealing With Black Swans And Downside

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

37 MINMAY 19
Comments
Dealing With Black Swans And Downside

Latest Episodes

The Shift To Zoom And The Cloud Is Just Starting

We speak with Beth Kindig and Knox Ridley of Tech Insider Research about Zoom's ascent and why there's still more to come from the shift to the cloud. Learn more about your ad choices. Visit megaphone.fm/adchoices

37 MIN1 w ago
Comments
The Shift To Zoom And The Cloud Is Just Starting

A Correction May Be Coming, But Opportunities Abound

The Stock Waves team - Lyn Alden Schwartzer, Zachary Mannes, and Garret Patten - takes us through why they think the market will be higher in the next 3-5 years, and some ideas they like even as a correction beckons. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 MIN2 w ago
Comments
A Correction May Be Coming, But Opportunities Abound

Revisiting Energy and Tech

Laura Starks joins us to talk about signs of life in the energy sector (1:00-26:00 minute mark), while Mark Hibben shares a note of caution for tech (26:30-57:00). Learn more about your ad choices. Visit megaphone.fm/adchoices

58 MIN3 w ago
Comments
Revisiting Energy and Tech

Successful Portfolio Strategy Is As Much An Art As A Science With James Kostohryz

After 20 years working exclusively with institutional clients and trading virtually every asset class imaginable, James Kostohryz is determined to share his recipe for success with retail investors. Combining fundamental and technical analysis in surprising ways, James remains bearish on the outlook for stocks - while acknowledging that current momentum dictates a more balanced approach in the shorter-term. He joins The Marketplace Roundtable to explain the fundamental, technical and behavioral edge he attempts to give members of his investing service, Successful Portfolio Strategy. Show Notes 3:00 - After two decades working exclusively with institutions, why did James decide to create an investing service for retail investors? 7:30 - Is there a difference in temperamentwith institutional vs retail investors? 10:45 - Given the severityof the global economic contraction resulting from COVID-19, how do you make sense of recent extremely bullish market activity? 22:00 - What are inves...

61 MINJUN 11
Comments
Successful Portfolio Strategy Is As Much An Art As A Science With James Kostohryz

Too High, Too Fast?

We speak with two Marketplace authors, both of whom feel the tech sector has more than achieved full value, and that a correction may be in line for the market as a whole soon. First, Michael Kramer of Mott Capital Management, author of Reading the Markets, speaks to us about the need for patience in an increasingly expensive market (1:00 minute mark-28:00). Then, Victor Dergunov points out why he's not crazy with market valuations, but why gold and the mining sector shine brighter (28:15-56:30). Learn more about your ad choices. Visit megaphone.fm/adchoices

57 MINJUN 9
Comments
Too High, Too Fast?

Work From Home Plays That Are Less Obvious

Work from home tech plays have mostly been a software story, whether it's SaaS (software as a service) darlings like Zoom (ZM) or content plays like Netflix (NFLX). Momentum investing suggests that a stock that's going up is still a good bet, but it's hard to say that those names don't have significant valuations already. Joe Albano, author of Tech Cache, joined us to speak about the tech sector. While we didn't explicitly target this, we ended up having a discussion about less heralded beneficiaries of the work from home theme. With the increased demand on servers, semiconductor and memory chip suppliers such as Micron (MU) would seem to benefit. Joe also calls out a security play that he thinks is suited for the current environment, especially if the shares pull back a little more. Learn more about your ad choices. Visit megaphone.fm/adchoices

39 MINJUN 3
Comments
Work From Home Plays That Are Less Obvious

Quant Strategies And Stocks For A Volatile Market

In our first episode this week, we speak with Ruerd Heeg, author of Global Deep Value Stocks, about the current market. He explains why he's pessimistic about the market as a whole, but also which quantitative strategies he's following to build a watch list and find interesting ideas. He shares the markets he most likes in today's climate - Poland and Hong Kong offer bargains - as well as over a dozen statistically cheap stocks in 6 different markets. Find Ruerd's Marketplace service here - https://seekingalpha.com/checkout?service_id=mp_276. Follow Ruerd's free Seeking Alpha content here - https://seekingalpha.com/author/ruerd-heeg#regular_articles Learn more about your ad choices. Visit megaphone.fm/adchoices

37 MINJUN 2
Comments
Quant Strategies And Stocks For A Volatile Market

The End Of Oil, Or Just A Temporary Setback?

We talk with three Marketplace authors about the oil storage glut and whether this is a sign of end times or just a rut. Kirk Spano of Margin of Safety Investing leads off (from the 1:00 minute mark-54:30), followed by Richard Berger of Engineered Income Investing (54:45-1:22:30), and Power Hedge, author of Energy Profits In Dividends, brings us home (1:22:45-1:37:15). Learn more about your ad choices. Visit megaphone.fm/adchoices

99 MINMAY 26
Comments
The End Of Oil, Or Just A Temporary Setback?

The Great Inflation/Deflation Debate With Eric Basmajian

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 deflationary or inflationary environment? And how should ETF investors be positioning in the meantime? Macro specialist Eric Basmajian (EPB Macro Research) rejoins The Marketplace Roundtable Podcast and delivers a master class in current monetary policy dynamics - and how investors can stay one step ahead of the curve. Show Notes 3:30 - Eric's personal COVID-19 story 7:00 - Stock vs. Bonds (SHY): A tale of two markets - Which is right? 11:30 - The current environment is a deflationary one - here's why 22:30 - Is the US just a generation behind Japan and Europe when it comes to monetary policy and its likely affect on underlying growth? 28:30 - Productive vs. Unproductive debt: Prospects for future growth (KRE) (XLF) 38:30 - What is the theoretical case for inflation once the dust from COVID-19 settles in a few years? 44:15 - What would be the likely outcome if an emerging economy's central bank followed the same playbook as the Fed? 47:00 - Positioning portfolios in the current environment(SPY),(PDBC), (TLT), (IEI), (SHV), (VXUS) 1:00:00 - Would you consider a short position in something like (XLE) or (XOP)given the potential economic downside that still exists in the energy sector? 1:07:30 - Are you currently over- or under-weight gold? (GLD) 1:13:45 - How about gold miners? (GDX) 1:16:00 - How do you make sense of the extreme bullish stock market action of the last month or so?(QQQ) (DIA) (IVV) (VOO) Learn more about your ad choices. Visit megaphone.fm/adchoices

93 MINMAY 21
Comments
The Great Inflation/Deflation Debate With Eric Basmajian

Dealing With Black Swans And Downside

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

37 MINMAY 19
Comments
Dealing With Black Swans And Downside
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