Marketplace Roundtable
Marketplace Roundtable is a podcast from Seeking Alpha that interviews investing authors about their approaches to the market. Each episode explores the author's investing philosophy, current market views, and favorite investment ideas. It also highlights Seeking Alpha's Marketplace platform, where subscribers get exclusive research, model portfolios, chat rooms, and direct access to authors. Listeners can learn how experienced investors refine their processes and aim for better results over time.
Episodes
Value Investor's Edge Live: BW LPG
Value Investor's Edge Live: CMBT Tech
Value Investor's Edge Live #71: Star Bulk Carriers
Value Investor's Edge Live #70: Tsakos Energy Navigation
Value Investor's Edge Live #69: Michael Boyd's Energy Sector Update
Value Investor's Edge Live #68: James Catlin's macro shipping update
Value Investor's Edge Live #60: GSL - Containership Market Update
GSL owns a large containership fleet. Management has strong insights into current market conditions.
Value Investor's Edge Live #59: TORM - Product Tanker Markets Primed For Recovery
Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization.
Value Investor's Edge Live #58: Star Bulk Carriers Interview
Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.
Value Investor's Edge Live #57: Frontline: Tanker Market Strategy
Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.
Value Investor's Edge Live #56: International Seaways - Seasonal Upside Ahead
International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.
Latest Podcast: Value Investor's Edge
Latest podcast from J Mintzmyer from Value Investor's Edge.
Value Investor's Edge Live #55: Navigator Holdings - A Key Updates On A Top Pick
Navigator Holdings (NVGS) was recently profiled as an emerging top pick at Value Investor's Edge.We recently followed up with the management team to discuss the current market conditions and their strategy into 2023.
Value Investor's Edge Live #54: Frontline, Dynamic Tanker Markets, Ongoing Merger Drama
Lars Barstad, CEO of Frontline, joined us to discuss the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.
Value Investor's Edge Live #53: Eagle Bulk - Midsize Dry Bulk Market Update
Gary Vogel, CEO of Eagle Bulk, joined us on 17 January 2023, to discuss the latest trends in the market along with specific company strategy and capital allocation priorities.
Value Investor's Edge Live #52: Torm PLC
Jacob Meldgaard, CEO of Torm Plc (TRMD), joined J Mintzmyer on Value Investor's Edge Live on January 10, 2023, to discuss the product tanker markets, upcoming catalysts, company strategy, and capital allocation plans. Torm is a major US-listed product tanker company with a fully-delivered fleet of 78 vessels.
Value Investor's Edge Live #51: Danaos - Massive Undervaluation And Strong Returns Ahead
Danaos Corp. (NYSE:DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live on 16 June 2022 to discuss the current containership leasing markets and capital allocation priorities going forward. DAC has been a massive winner from the ongoing supply chain crisis, but they have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fi
Value Investor's Edge Live #50: Genco Shipping's New Dividend Policy In Full Swing
John Wobbensmith, CEO of Genco Shipping (GNK), joined J Mintzmyer's Value Investor's Edge Live on June 14, 2022, to discuss the dry bulk markets and forward prospects and capital allocation. Genco Shipping is a major US-listed dry bulk company with 44 vessels on the water. We discussed overall dry bulk fundamentals, ranging from China's impact on markets to the impact of the Ukraine invasion on mi
Value Investor's Edge Live #49: Star Bulk Carriers And Update On Dry Bulk Markets
Hamish Norton, President of Star Bulk Carriers (NASDAQ:SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on June 8, 2022, to discuss the dry bulk markets and forward prospects and capital allocation. Star Bulk Carriers is the largest US-listed dry bulk company with 128 vessels on the water. We discussed o
Value Investor's Edge Live #53
Value Investor's Edge Live #54
Value Investor's Edge Live #52
Value Investor's Edge Live #51
Value Investor's Edge Live #56
Value Investor's Edge Live #57
Value Investor's Edge Live: Catlin
Value Investor's Edge Live: Boyd
Value Investor's Edge Live: Giveans
Value Investor's Edge Live #47
Value Investor's Edge Live #46
Value Investor's Edge Live #48
Value Investor's Edge Live #48: International Seaways Preparing For The Tanker Market Recovery
International Seaways (INSW) CEO Lois Zabrocky and CFO Jeff Pribot joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the crude tanker and product tanker markets and company prospects for 2022. INSW has survived the horrible COVID-19 related downturn in the sector and has completed a major merger along with strengthening the balance sheet and improving liquidity. INSW is prepared for a
Value Investor's Edge Live #47: Genco Shipping Preparing For Large Dividends In Dry Bulk
Genco Shipping (GNK) CEO, John Wobbensmith, joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the dry bulk shipping markets and company prospects for 2022. GNK has spent the past few years renewing the fleet and rapidly deleveraging the balance sheet to prepare for a new dividend policy of near-100% free cash flow payouts. The dividends will be variable, and will depend on underlying
Value Investor's Edge Live #46: Danaos Ready To Boost Shareholder Returns
Danaos Corp (DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live to discuss the containership leasing markets and prospects for 2022. DAC has been a massive winner from the ongoing supply chain crisis, but the have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fixing their fleet onto medium- and long-term contracts to
Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates. (1:30) Outlook for the containership business in 2
Value Investor's Edge Live #44: Textainer Group: Updates On Container Leasing Markets
The Textainer Group (TGH) management team joined Value Investor's Edge Live on January 10, 2022, to discuss the container box leasing markets and prospects for 2022. TGH spent most of the past 18-months prioritizing growth capex, but they have also been actively repurchasing shares, and they re-launched their dividend last quarter. As we shift into 2022, higher shareholder returns appear likely as
Chris DeMuth's Best Idea for 2022: Renren
Chris DeMuth discusses his best idea for 2022, RENN. RENN was on a previous podcast pitched by Ian Bezek as a legal play; since then, RENN settled with minority shareholders for a record payout. However, in December, RENN's shares sold off massively as a judge rejected their proposed settlement with minority shareholders and ruled the payout should instead go to former shareholders; Chris explains
Value Investor's Edge Live #43: Flex LNG: Surging Cash Flows And Dividends
Oeystein Kalleklev, CEO of Flex LNG (FLNG), a leading ultramodern LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on June 10, 2021, to discuss the LNG shipping markets and capital allocation priorities for Flex LNG. Flex has set an upsized dividend level of $0.40/qtr and appears set to support this payout, and potentially even higher payouts, due to excellent time charter fix
Value Investor's Edge Live #42: Tanker Market Updates From Euronav
Hugo De Stoop, CEO of Euronav (EURN), a leading crude tanker company, joined J Mintzmyer's Value Investor's Edge Live on June 9, 2021, to discuss the crude tanker markets, recovery trajectory, and capital allocation priorities for Euronav. This interview and discussion is relevant for anyone with crude tanker or product tanker investments, including Ardmore Shipping (ASC), Diamond S Shipping (DSSI
Value Investor's Edge Live #41: Market Insights From MPC Container Ships
Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's Value Investor's Edge Live in June 2021 to discuss the surging containership markets and company strategy to benefit from these elevated market levels.Although MPCC is not currently listed in the US markets, there's sufficient trading liquidity on the Oslo Exchange under the stoc
Value Investor's Edge Live #40: Dorian LPG: Surging Returns To Shareholders
Ted Young, CFO of Dorian LPG (LPG), joined J Mintzmyer's Value Investor's Edge Live on June 11, 2021, to discuss the LPG shipping markets and specific company prospects and capital allocation potentials. This interview and discussion is relevant for anyone with LPG sector investments, including Avance Gas (OTCPK:AVACF), BW LPG (OTCPK:BWLLF), Navigator Holdings (NVGS), and Stealth Gas (GASS).Topics
Value Investor's Edge Live #39: Dry Bulk Cash Machine - Genco Shipping Update
John Wobbensmith, CEO of Genco Shipping (GNK), a dry bulk shipping company, joined J Mintzmyer's Value Investor's Edge Live on 25 June 2021 to discuss the strong market outlook and company specific plans for capital allocation and shareholder returns.GNK is benefiting from surging rates and is expected to report a strong Q2 earnings report followed by an even stronger showing in Q3. Although marke
Value Investor's Edge Live #38: Global Ship Lease: Racking Up Container Profits
The CEO and CCO of Global Ship Lease (GSL), Ian Webber and Tom Lister, joined J Mintzmyer's Value Investor's Edge Live on 11 June, 2021, to discuss the containership transport markets and forward opportunities in the markets. We also covered GSL's major acquisition of 12 containerships, which took place in early June. GSL guided for at least $1.09 in annualized EPS contribution from this latest pu
Value Investor's Edge Live #37: Midsize Dry Bulk Surge: Insights From Eagle Bulk
Gary Vogel, CEO of Eagle Bulk Shipping (EGLE), a dry bulk shipping company focused on the mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 9 June 2021 to discuss the rapidly improving market outlook and company specific plans.EGLE is benefiting from surging rates and is expected to report a blow out Q2 earnings report followed by an even stronger showing in Q3. Although mark
Value Investor's Edge Live #36: Tanker Market Updates With International Seaways
Lois Zabrocky and Jeff Pribor, CEO and CFO of International Seaways (INSW), joined J Mintzmyer's Value Investor's Edge Live on June 11, 2021, to discuss the crude and product tanker markets and forward prospects. We also reviewed company-specific plans and capital allocation priorities after they complete the merger with Diamond S Shipping (DSSI). International Seaways will then become one of the
Value Investor's Edge Live #35: Containership Surge - Update From J Mintzmyer, Interview With Daniel Shvartsman
In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start
Value Investor's Edge Live #34: Star Bulk Carriers Updates On Surging Bulk Markets
Hamish Norton, President of Star Bulk Carriers (SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and SBLK Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on June 8, 2021, to discuss the dry bulk markets and forward prospects and capital allocation. Star Bulk Carriers is the largest US-listed dry bulk company with 128 vessels on the water. With rates surgi
Marketplace Roundtable #95: The Space Sector Heats Up With Cestrian Capital Research
The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time.Cestrian C
Investing 2020s With Kirk Spano Episode #3: Talking SPACs With Julian "The SPAC King" Klymochko
Accelerate Funds' Julian "The SPAC King" Klymochko join's Margin of Safety Investing's Kirk Spano to talk all things SPAC.Learn more about your ad choices. Visit megaphone.fm/adchoices
Marketplace Roundtable #95: Sifting the World For Top SPACs With Chris DeMuth Jr.
2020 was the year of the SPAC, with money raised through "blank check" companies outpacing traditional IPOs for the first time. With so many SPACs listing, finding the right ones to invest in them can be an often-times confusing and overwhelming process. Sifting the World's Chris DeMuth Jr. has been investing in SPACs, through the hedge fund he founded, Rangeley Capital, for more than a decade. In
Investing 2020s With Kirk Spano Episode #2: Shareholder Yield And Tail Risk With Meb Faber
Cambria Funds co-founder, CEO and CIO Meb Faber joins Margin of Safety Investing's Kirk Spano to discuss his firm's tail risk and shareholder yield ETF suites. Funds covered include: TAIL, FAIL, SYLD, FYLD and EYLD. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing 2020s With Kirk Spano Episode #1: Asymmetric Opportunities With The SPAC & New Issue ETF (SPCX)
In this inaugural episode of “Investing 2020s”, host and analyst Kirk Spano interviews Matt Tuttle, the manager of the SPAC & New Issue ETF (SPCX). This is a timely episode as it covers the red hot SPAC market segment and identifies a low risk, high potential reward way to use SPACs to your advantage.Kirk and Matt discuss how SPACs near IPO prices offer rare asymmetric investment opportunity of la
Value Investor's Edge Live #33: Midsize Bulkers Running Hot: Insights From Grindrod Shipping (GRIN)
CEO Martyn Wade and CFO Stephen Griffiths of Grindrod Shipping (GRIN), a dry bulk shipping company focused on the small and mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 4 March 2021 to discuss the rapidly improving market outlook and company specific plans.GRIN is significantly benefiting from surging rates and should see a very strong first half of 2021 with hopeful foll
Value Investor's Edge Live #32: Surging Containership Rates - MPC Containers Update
Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's Value Investor's Edge Live on 9 February 2021 to discuss this segment of the surging containership markets.MPCC is one of our current top picks at Value Investor's Edge, and is significantly benefiting from surging rates. Although it's not currently listed in the US markets, ther
Value Investor's Edge Live #31: The Bullish Case For The Containership Sector Is Clearer Than Ever
In this special iteration of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the current shipping market conditions and outlines the bullish thesis in the containership sector. Several top picks in the sector are reviewed along with a macro overview for 2021.Show Notes2:30 – The different sectors of shipping4:00 - The cont
Marketplace Roundtable #94: Three ETF Picks For 2021 With BOOX Research
After 15 years as an analyst at top financial institutions, Dan Victor stepped out on his own in 2018 as an independent investor and market strategist. The result is his increasingly popular Seeking Alpha handle, BOOX Research, where he combines a data-driven, fundamentals-first approach to offer nearly daily stock and ETF ideas, as well as his Seeking Alpha Marketplace service, Conviction Dossier
The Value Investor's Edge Live #30: Insights From 6-Bagger Danaos Corp. (DAC)
Evangelos Chatzis, CFO of Danaos Corp. (DAC), a major containership lessor, joined J Mintzmyer's Value Investor's Edge Liveon Nov. 12, 2020, to discuss the containership markets and forward free cash flow potential.Danaos was a top pick at the time at Value Investor's Edge and traded at a more than 50% discount to net asset value even as underlying market conditions were surging. We had allocated
The Value Investor's Edge Live #29: Navigating Product Tanker Markets With Ardmore Shipping (ASC)
Paul Tivnan, CFO of Ardmore Shipping (ASC), a leading product tanker shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 17, 2020, to discuss the product tanker markets and forward capital allocation priorities. Ardmore trades at a nearly 50% discount to net asset value, so their repurchase program is of particular interest. This interview and discussion of the underlying pro
The Value Investor's Edge Live #28: Containership Market Profits With Global Ship Lease (GSL)
The full management team of Global Ship Lease (GSL), a leading containership company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 12, 2020, to discuss the containership transport markets and forward opportunities and refinancing prospects into 2021. We were joined by Executive Chairman George Youroukos, CEO Ian Weber, CFO Tassos Psaropoulos, and CCO Thomas Lister. This interview and di
The Value Investor's Edge Live #27: Surging LNG Markets: Flex LNG Insights (FLNG)
Oystein Kalleklev, CEO of Flex LNG (FLNG), a leading ultramodern LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 24, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Flex LNG. This interview and discussion of the underlying LNG global markets is relevant for anyone with LNG shipping or LNG export infrastructure
The Value Investor's Edge Live #26: Teekay On The LNG Markets
Mark Kremin and Scott Gayton, CEO and CFO of Teekay LNG Partners (TGP) a leading LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 13, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Teekay. This interview and discussion of the underlying LNG global markets is relevant for anyone with LNG shipping or LNG export i
The Value Investor's Edge Live #25: Star Bulk Carriers (SBLK) And The Dry Bulk Shipping Outlook
Hamish Norton, President of Star Bulk Carriers (SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and SBLK Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on Nov. 19, 2020, to discuss the dry bulk markets and forward prospects and capital allocation priorities into 2021. Star Bulk Carriers is the largest US-listed dry bulk company with 116 vessels on the w
The Value Investor's Edge Live #24 Reviewing the crude tanker markets with Euronav (EURN) CEO Hugo De Stoop
Hugo De Stoop, CEO of Euronav (EURN), a leading crude tanker company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 10, 2020, to discuss the crude tanker markets and forward opportunities and capital allocation priorities for Euronav. This interview and discussion is relevant for anyone with crude tanker or product tanker investments, including Ardmore Shipping (ASC), Diamond S Shipping
The Value Investor's Edge Live #23: Costamare On The Surging Containership Markets
Greg Zikos, CFO of Costamare (CMRE), joined J Mintzmyer's Value Investor's Edge Live on Nov. 4, 2020, to discuss the containership markets and forward opportunities and capital allocation priorities for Costamare. This interview and discussion is relevant for anyone with containership sector or box lessor investments, including Atlas Corp (ATCO), CAI Intl (CAI), Capital Partners (CPLP), Danaos Cor
The Value Investor's Edge Live #22: Time To Bet Heavily On Energy With J Mintzmyer and Michael Boyd
Michael Boyd, Head of Research at Energy Income Authority, joined J Mintzmyer's Value Investor's Edge Live on November 6, 2020, to discuss the post-election energy market prospects and opportunities into 2021 and beyond. This interview and discussion is relevant for anyone with interest in the broad energy sectors, including the overall SPDR Energy ETF (XLE) and income-focused funds such as the Al
The Value Investor's Edge Live #21: Dorian LPG And The Liquid Petroleum Gas Shipping Sector
Value Investor's Edge Live returns with this latest episode focused on the liquid petroleum gas (LPG) sector of the shipping industry. Ted Young, CFO, and John Lycouris, CEO of Dorian LPG USA, discuss the LPG shipping industry, their company outlook, and capital allocation priorities. Dorian has been enjoying a strong run in rates and is in the midst of a $50M repurchase program, but the stock has
Marketplace Roundtable 93: 'Insane' Growth Vs. 'Crazy' Valuations: A Bottom-Up View Of The Tech Sector
On the latest episode of the Marketplace Roundtable Podcast, long-time contributor to Seeking Alpha, Chaim Siegel, aka Elazar Advisors, takes listeners through his unique bottom-up approach of stock picking in the tech space. Before setting out on his own and launching his Nail Tech Earnings investing service, Chaim spent years honing his craft, working directly with Steve Cohen as an analyst at S
Marketplace Roundtable #92: Eric Basmajian On Building A Portfolio With A Level Of Risk You Can Live With
2020 has already seen the quickest bear market sell-off and counter-rally in history. With one of the most consequential elections in U.S. history just six weeks away and another virus wave likely this fall, volatility will remain the key investing story in 2020. So much fear and greed can make even the most seasoned investor abandon well thought out plans, leading to potentially catastrophic resu
Marketplace Roundtable #91: The Lead-Lag Report's Michael Gayed Explains How He Uses ETFs To Crush The Market
With his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly between a mix of stock and bond ETFs based on projections of short-term volatility. When not managing ATACX, Gayed runs The Lead-Lag Report at The Seek
Marketplace Roundtable #90: 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
Marketplace Roundtable #89: 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
Marketplace Roundtable #88: 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
Marketplace Roundtable #87: 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 sho
Marketplace Roundtable #86: 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
Marketplace Roundtable #85: 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. W
Marketplace Roundtable #84: 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 d
Marketplace Roundtable #83: 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 choi
Marketplace Roundtable #82: 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 defl
Marketplace Roundtable #81: 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
Marketplace Roundtable #80: Dividend Investing In The COVID-19 Market
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 about
