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 #55: Navigator Holdings - A Key Updates On A Top Pick

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 #54: Frontline, Dynamic Tanker Markets, Ongoing Merger Drama

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 #53: Eagle Bulk - Midsize Dry Bulk Market Update

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.

Jacob Meldgaard, CEO of Torm Plc (<a href="https://seekingalpha.com/symbol/TRMD" rel="noreferrer noopener nofollow" target="_blank">TRMD</a>), 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 #52: Torm PLC

Value Investor's Edge Live #54

Value Investor's Edge Live #62

Value Investor's Edge Live #57

Value Investor's Edge Live #60

Value Investor's Edge Live #56

Value Investor's Edge Live #59

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.

Good chance to hear different investment ideas and follow up with the more interesting folks.

Big fan of these

The interviews are great. The viewpoints are informative.  And it doesn’t talk down to me.

Excellent show

Marketplace Roundtable

Chris DeMuth

Value investing, like any investing style, can get dogmatic. Chris DeMuth Jr., the host of Sifting the World and founder of Rangeley Capital, shares his approach for value investing in the current market and how to find ideas where others aren't looking.Learn more about your ad choices. Visit megaphone.fm/adchoices

Value investing, like any investing style, can get dogmatic. Chris DeMuth Jr., the host of Sifting the World and founder of Rangeley Capital, shares his approach for value investing in the current market and how to find ideas where others aren't looking. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #7: Value Investing For The 21st Century With Chris DeMuth Jr.

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.Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

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

William "Travis" Koldus of KCI Research rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Contrarian res﻿earch service.An investor's formative years tend to have an impact on their investing strategy and Koldus is no different in this regard. He "came up in a value background, when most of the well-known investors were value guys." Value has been out of favor for 12 years and counting, and while Koldus has adapted his approach as markets dictate, he still maintains a value bias -- as well as a natural contrarian streak. "It's always more fun to win as the underdog," he says. "I firmly believe there's a lot of contrarian biases that go into the investing market."Recently, growth and long-duration assets have outperformed, buoyed by the chase for yield that has accompanied record low interest rates. As a contrarian, Koldus maintains an interest "in all the other stuff that haven't gone along with the market." One of these is energy."If you look at the S&amp;P 500, energy is near its 20-year low in terms of weighting." The sector has underperformed since 2011 and this became more pronounced starting in 2014. Oil prices bottomed in 2016 but equities have not followed. "There's a lot of major energy producers that are outside the major indices...that are down 70 or 80% the last couple of years."There is a "rationalization of supply that is going on in the market right now" leaving many energy stocks in a near-perfect position to outperform. "Low prices are the cure for low prices," says Koldus. "If you look below the surface, the realized prices that some of the companies are receiving, particularly for the natural gas liquids...it's forcing a fast rationalization and you seeing that now."Indexing is not the best way to benefit from this dichotomy. "You want to be an active stock picker," says Koldus. "That's where the real opportunity is." Nobody likes natural gas now. Investors could buy a natural gas ETF, but these rarely contain the leading companies in the index. Koldus discusses his ideas for natural gas companies at length in the back end of the podcast.Topics Covered2:00 - Investing strategy3:15 - In what areas of the market are you seeing biases now?5:30 - Is energy ripe for outperformance?7:30 - Divergence between oil prices and energy12:30 - Key lesson learned in general19:00 - Lesson learned this past year20:45 - What's an investor to do now?26:30 - What to look as turning points for the market31:00 - Stock picks... index vs. individual stocks (AR) (AM)40:00 - Environment, natural gas and alternative energyLearn more about your ad choices. Visit megaphone.fm/adchoices

William "Travis" Koldus of KCI Research rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Contrarian res﻿earch service. An investor's formative years tend to have an impact on their investing strategy and Koldus is no different in this regard. He "came up in a value background, when most of the well-known investors were value guys." Value has been out of favor for 12 years and counting, and while Koldus has adapted his approach as markets dictate, he still maintains a value bias -- as well as a natural contrarian streak. "It's always more fun to win as the underdog," he says. "I firmly believe there's a lot of contrarian biases that go into the investing market." Recently, growth and long-duration assets have outperformed, buoyed by the chase for yield that has accompanied record low interest rates. As a contrarian, Koldus maintains an interest "in all the other stuff that haven't gone along with the market." One of these is energy. "If you look at the S&amp;P 500, energy is near its 20-year low in terms of weighting." The sector has underperformed since 2011 and this became more pronounced starting in 2014. Oil prices bottomed in 2016 but equities have not followed. "There's a lot of major energy producers that are outside the major indices...that are down 70 or 80% the last couple of years." There is a "rationalization of supply that is going on in the market right now" leaving many energy stocks in a near-perfect position to outperform. "Low prices are the cure for low prices," says Koldus. "If you look below the surface, the realized prices that some of the companies are receiving, particularly for the natural gas liquids...it's forcing a fast rationalization and you seeing that now." Indexing is not the best way to benefit from this dichotomy. "You want to be an active stock picker," says Koldus. "That's where the real opportunity is." Nobody likes natural gas now. Investors could buy a natural gas ETF, but these rarely contain the leading companies in the index. Koldus discusses his ideas for natural gas companies at length in the back end of the podcast. Topics Covered 2:00 - Investing strategy 3:15 - In what areas of the market are you seeing biases now? 5:30 - Is energy ripe for outperformance? 7:30 - Divergence between oil prices and energy 12:30 - Key lesson learned in general 19:00 - Lesson learned this past year 20:45 - What's an investor to do now? 26:30 - What to look as turning points for the market 31:00 - Stock picks... index vs. individual stocks (AR) (AM) 40:00 - Environment, natural gas and alternative energy Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #63: A Contrarian's Take On Investing In 2020, With KCI Research

Avi Gilburt

Technical analysis has its skeptics, but Avi Gilburt explains his approach to Elliott Wave investing and why he believes it works. Essentially, it's just a way to read into the broader psychology of the markets. On this week's podcast, he discusses how he came to Elliott Wave and why it's as relevant as ever in today's markets. Topics covered: 2:00 - How the discovery of Elliott Wave transformed Avi's approach to investing and how he started giving other investors investing advice 5:40 - A brief ovLearn more about your ad choices. Visit megaphone.fm/adchoices

Technical analysis has its skeptics, but Avi Gilburt explains his approach to Elliott Wave investing and why he believes it works. Essentially, it's just a way to read into the broader psychology of the markets. On this week's podcast, he discusses how he came to Elliott Wave and why it's as relevant as ever in today's markets. Topics covered: 2:00 - How the discovery of Elliott Wave transformed Avi's approach to investing and how he started giving other investors investing advice 5:40 - A brief ov Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #5: The Gospel Of Elliott Wave With Avi Gilburt

Richard Berger

Richard Berger joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Engineered Income Investing service. Berger's goal is to produce "a nice, healthy high yield with as low a risk as possible." To do that he first identifies high-quality companies to invest in, such as dividend aristocrats. In the next step he appraises fair value through a variety of tools. Then it's a simple matter of looking at the current market price to determine whether it presents an opportunity to invest. Options strategies provide further boosts to income.The biggest lesson Berger has learned in his investing career is "it is absolutely impossible for anybody to predict the future." The key is to make sure one is paid for taking on risk and can monitor the holdings on an ongoing basis. "Avoid trying to seek out home runs," he says. "They're few and far between and for every home run you do hit, you'll have far too many failures."For the immediate future, Berger expects interest rates to remain low, which should help risk assets. Investors should take advantage of this to allocate to securities that offer income and the possibility of capital gains. Berger likes consumer staples such as General Mills (GIS), Clorox (CLX), Procter &amp; Gamble (PG). Some industrials companies should also do well and an options strategy can hedge out a lot of the risk. The options strategy has come in particular use where the merger between Sprint (S) and T-Mobile US (TMUS) merger is concerned. Berger explains this on the podcast.Topics Covered2:30 minute mark - Investing strategy5:15 - What type of screening do you do?7:45 - Something you've learned from investing9:15 - What is something you learned over the past year?12:30 - Prediction for coming months16:00 - How did you get into investing given your background?22:15 - Can lower interest rates help oil prices?26:00 - What sectors do you like right now?29:30 - Cash secured put strategyLearn more about your ad choices. Visit megaphone.fm/adchoices

Richard Berger joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Engineered Income Investing service. Berger's goal is to produce "a nice, healthy high yield with as low a risk as possible." To do that he first identifies high-quality companies to invest in, such as dividend aristocrats. In the next step he appraises fair value through a variety of tools. Then it's a simple matter of looking at the current market price to determine whether it presents an opportunity to invest. Options strategies provide further boosts to income. The biggest lesson Berger has learned in his investing career is "it is absolutely impossible for anybody to predict the future." The key is to make sure one is paid for taking on risk and can monitor the holdings on an ongoing basis. "Avoid trying to seek out home runs," he says. "They're few and far between and for every home run you do hit, you'll have far too many failures." For the immediate future, Berger expects interest rates to remain low, which should help risk assets. Investors should take advantage of this to allocate to securities that offer income and the possibility of capital gains. Berger likes consumer staples such as General Mills (GIS), Clorox (CLX), Procter &amp; Gamble (PG). Some industrials companies should also do well and an options strategy can hedge out a lot of the risk. The options strategy has come in particular use where the merger between Sprint (S) and T-Mobile US (TMUS) merger is concerned. Berger explains this on the podcast. Topics Covered 2:30 minute mark - Investing strategy 5:15 - What type of screening do you do? 7:45 - Something you've learned from investing 9:15 - What is something you learned over the past year? 12:30 - Prediction for coming months 16:00 - How did you get into investing given your background? 22:15 - Can lower interest rates help oil prices? 26:00 - What sectors do you like right now? 29:30 - Cash secured put strategy Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #61: Richard Berger On Engineering Income In Your Investing

Michael Gettings

Michael Gettings joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Easy Vix research service.Gettings developed an algorithm that uses the shape of the VIX futures curve, and the rate of change in the curve, to assess the level of risk in equities markets. The algorithm aims to produce warning signals when risk is emerging, rather than after it has already arrived.The last four months the model has been giving a clear buy signal. More recently, however, "the metrics are tapering down" to right above the bullish threshold, says Gettings. "If I were to see much more deterioration, I would probably call a sell, but it hasn't happened yet."Topics Covered2:15 - Investing strategy3:30 - How did you develop your algorithm?9:00 - What do your models tell us about the present day?12:40 - A lesson you've learned over time14:45 - January sell single.. how bad and when will it turn around?16:45 - What scares you about the market?18:45 - Something that gives you confidence21:15 - Leveraged ETFs... more or less risk?25:00 - Portfolio warning signs/stock picks. (GE) (EW)27:30 - Suggestions for risk protectionLearn more about your ad choices. Visit megaphone.fm/adchoices

Michael Gettings joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his The Easy Vix research service. Gettings developed an algorithm that uses the shape of the VIX futures curve, and the rate of change in the curve, to assess the level of risk in equities markets. The algorithm aims to produce warning signals when risk is emerging, rather than after it has already arrived. The last four months the model has been giving a clear buy signal. More recently, however, "the metrics are tapering down" to right above the bullish threshold, says Gettings. "If I were to see much more deterioration, I would probably call a sell, but it hasn't happened yet." Topics Covered 2:15 - Investing strategy 3:30 - How did you develop your algorithm? 9:00 - What do your models tell us about the present day? 12:40 - A lesson you've learned over time 14:45 - January sell single.. how bad and when will it turn around? 16:45 - What scares you about the market? 18:45 - Something that gives you confidence 21:15 - Leveraged ETFs... more or less risk? 25:00 - Portfolio warning signs/stock picks. (GE) (EW) 27:30 - Suggestions for risk protection Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #64: Assessing Risk Levels In Equity Markets, With Michael Gettings

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 background and how he came to his approach.8:30 - How the last year has shown the importance of preparing for the worst and hoping for the best, and what that means going forward in this market12:00 - Concerns for today's market and how to handle the risks in the market16:30 - Ways to monitor the market and ways Dividend Sensei is positioning.21:00 - Opening up some ideas - Abbvie (ABBV), CVS (CVS), Bristol-Myers Squibb (BMY), and British American Tobacco (BTI)25:30 - Stress-testing the tobacco thesis  Learn more about your ad choices. Visit megaphone.fm/adchoices

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 background and how he came to his approach.8:30 - How the last year has shown the importance of preparing for the worst and hoping for the best, and what that means going forward in this market12:00 - Concerns for today's market and how to handle the risks in the market16:30 - Ways to monitor the market and ways Dividend Sensei is positioning.21:00 - Opening up some ideas - Abbvie (ABBV), CVS (CVS), Bristol-Myers Squibb (BMY), and British American Tobacco (BTI)25:30 - Stress-testing the tobacco thesis  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #43: Developing A Dividend Philosophy With Dividend Sensei

Darren McCammon

Investing is simple, but not easy. Darren McCammon, the author of Cash Flow Kingdom, discusses the hard work that goes into his investments, but also the way well-covered dividends help him sleep well at night when the market is selling off. He also shares a few long-term theses, including the marijuana sector and the natural gas/LNG trade play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing is simple, but not easy. Darren McCammon, the author of Cash Flow Kingdom, discusses the hard work that goes into his investments, but also the way well-covered dividends help him sleep well at night when the market is selling off. He also shares a few long-term theses, including the marijuana sector and the natural gas/LNG trade play.  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #6: The Power Of Cash Flow With Darren McCammon

Robert Hauver joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Hidden Dividend Stocks Plus service.Hauver looks for "under-valued, under-covered dividend stocks," mainly by pursuing ideas through macroeconomic or lifestyle trends. This may include "sub sectors or niche industries, such as -- believe it or not -- salmon farming."Indeed, one of his core portfolio positions is Marine Harvest (OTCPK:MHGVY), the world's biggest salmon farmer. "The ongoing healthy eating trend is a boon to salmon farmers," says Hauver. "We're all going to keep eating more fish. That industry has been expanding for years."Patience is a virtue for income investors. It is no longer a game of buying and selling for capital gains, but producing income, which requires a different perspective -- and different rules for success.Topics Covered2:00 - Investing strategy3:15 - How do you research investing ideas?4:00 - Key lesson learned5:00 - Anything specific you learned this year in the markets?6:30 - Sector advice, alternative means to gain income from non-dividend paying companies10:00 - Exciting sectors13:45 - What scares you about the markets right now?16:00 - Something that gives you confidence in your approach17:50 - What data made you look into the salmon thing? (OTCPK:MHGVY)21:45 - Additional favorite ideas? (BANX)Learn more about your ad choices. Visit megaphone.fm/adchoices

Robert Hauver joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Hidden Dividend Stocks Plus service. Hauver looks for "under-valued, under-covered dividend stocks," mainly by pursuing ideas through macroeconomic or lifestyle trends. This may include "sub sectors or niche industries, such as -- believe it or not -- salmon farming." Indeed, one of his core portfolio positions is Marine Harvest (OTCPK:MHGVY), the world's biggest salmon farmer. "The ongoing healthy eating trend is a boon to salmon farmers," says Hauver. "We're all going to keep eating more fish. That industry has been expanding for years." Patience is a virtue for income investors. It is no longer a game of buying and selling for capital gains, but producing income, which requires a different perspective -- and different rules for success. Topics Covered 2:00 - Investing strategy 3:15 - How do you research investing ideas? 4:00 - Key lesson learned 5:00 - Anything specific you learned this year in the markets? 6:30 - Sector advice, alternative means to gain income from non-dividend paying companies 10:00 - Exciting sectors 13:45 - What scares you about the markets right now? 16:00 - Something that gives you confidence in your approach 17:50 - What data made you look into the salmon thing? (OTCPK:MHGVY) 21:45 - Additional favorite ideas? (BANX) Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #62: Double Dividend Stocks On The Quest For Hidden Stories

Brad Thomas

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. The key for Thomas is to stay away from chasing yield and focus on principal preservation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. The key for Thomas is to stay away from chasing yield and focus on principal preservation.  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #41: Retail (Real Estate) Isn't Dead, With Brad Thomas

Bhavneesh Sharma

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 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 <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #40: The Science Of Biotech Investing With Bhavneesh Sharma

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 for how to position its portfolio.Learn more about your ad choices. Visit megaphone.fm/adchoices

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 for how to position its portfolio. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #46: Closed-End Fund Allocations For The Next Recession, With Alpha Gen Capital

Julian Lin

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 the space," he says. "I'm probably going to pay up for the best of breed operator, even though they might trade at a premium valuation to peers."One common mistake investors make is to rely on valuation metrics for a margin of safety. A complete investment thesis focuses on the bigger picture, says Lin. "It's not the valuation that tends to ruin an investment thesis, it's really everything else -- bad management, high debt, bad financial results." Focusing on the best of breed operators is a good place to start.Topics covered:2:00 minute mark - Description of investment strategy3:15 - How do you choose investments?5:00 - Current view of the market6:00 - Other than valuation, what separates low from high quality?9:30 - Concerns about market/portfolio14:30 - What gives you confidence about your approach?16:00 - Favorite idea (SPG)29:30 - Probably of a Facebook breakup (FB)30:00 - Bullish on Amazon (AMZN)35:00 - Change of heart on Alibaba (BABA)Learn more about your ad choices. Visit megaphone.fm/adchoices

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 the space," he says. "I'm probably going to pay up for the best of breed operator, even though they might trade at a premium valuation to peers." One common mistake investors make is to rely on valuation metrics for a margin of safety. A complete investment thesis focuses on the bigger picture, says Lin. "It's not the valuation that tends to ruin an investment thesis, it's really everything else -- bad management, high debt, bad financial results." Focusing on the best of breed operators is a good place to start. Topics covered: 2:00 minute mark - Description of investment strategy3:15 - How do you choose investments?5:00 - Current view of the market6:00 - Other than valuation, what separates low from high quality?9:30 - Concerns about market/portfolio14:30 - What gives you confidence about your approach?16:00 - Favorite idea (SPG)29:30 - Probably of a Facebook breakup (FB)30:00 - Bullish on Amazon (AMZN)35:00 - Change of heart on Alibaba (BABA) Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #47: Best Of Breed Investing With Julian Lin

Andres Cardenal

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.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 as in Brazil. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #26: Picks For The Late Stage Of The Bull Cycle W/Andres Cardenal)

Hans Hauge

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

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 <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #11: Everything You Ever Wanted To Know About Cryptocurrency But Were Afraid To Ask With Hans Hauge

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 mark - Description of "Fibonacci Pinball" and "Elliot Wave."4:30 - What do these theories say about today's market?6:30 - How does this affect your investing strategy?9:00 - Lessons learned.10:30 - What to look for when entering into an investment.13:30 - Would your investing strategy be useful in dealing with anything from the past year or so?15:00 - Can central bank action affect Elliot Wave cycle?18:00 - Does anything scare you about the markets or your portfolio?19:15 - What gives you confidence?20:00 - Bitcoin bottom and rally.22:30 - Specific ideas recommendations.Learn more about your ad choices. Visit megaphone.fm/adchoices

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 mark - Description of "Fibonacci Pinball" and "Elliot Wave."4:30 - What do these theories say about today's market?6:30 - How does this affect your investing strategy?9:00 - Lessons learned.10:30 - What to look for when entering into an investment.13:30 - Would your investing strategy be useful in dealing with anything from the past year or so?15:00 - Can central bank action affect Elliot Wave cycle?18:00 - Does anything scare you about the markets or your portfolio?19:15 - What gives you confidence?20:00 - Bitcoin bottom and rally.22:30 - Specific ideas recommendations. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #51: The Market's Next Legs Down and Up With Avi Gilburt

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 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 about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #17: Elazar Advisors' Winning Tech Formula

Joe Albano

Joe Albano rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his Tech Cache service.Albano's strategy is a hybrid of fundamental and technical methods. He focuses mostly on technology stocks, an industry he knows well from his life pre-Seeking Alpha. Albano has a university degree in computer and electrical engineering but says he is mostly self-taught when it comes to understanding chips and software.Favorite ideas include Nvidia (NVDA) and other semiconductors, as well as Snapchat (SNAP).Topics Covered2:15 - Investing strategy5:30 - What did you do before you started writing for SA?7:15 - How did you get into investing?9:00 - Key lesson learned10:00 - Something new learned this year11:45 - Technology forecast14:00 - AI discussion16:30 - Something that worrisome about the market right now17:45 - What give you confidence in your approach?19:00 - View on GoPro (GPRO)20:15 - Favorite ideas - Nvidia (NVDA) and Snap Inc. (SNAP)Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Albano rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in his Tech Cache service. Albano's strategy is a hybrid of fundamental and technical methods. He focuses mostly on technology stocks, an industry he knows well from his life pre-Seeking Alpha. Albano has a university degree in computer and electrical engineering but says he is mostly self-taught when it comes to understanding chips and software. Favorite ideas include Nvidia (NVDA) and other semiconductors, as well as Snapchat (SNAP). Topics Covered 2:15 - Investing strategy 5:30 - What did you do before you started writing for SA? 7:15 - How did you get into investing? 9:00 - Key lesson learned 10:00 - Something new learned this year 11:45 - Technology forecast 14:00 - AI discussion 16:30 - Something that worrisome about the market right now 17:45 - What give you confidence in your approach? 19:00 - View on GoPro (GPRO) 20:15 - Favorite ideas - Nvidia (NVDA) and Snap Inc. (SNAP) Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #58: Talking Tech With Joe Albano

David Trainer

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.Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #33: Building A Comprehensive System For Valuing Stocks With David Trainer

J Mintzmyer

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

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 <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Marketplace Roundtable #27: Fishing For Deep Value In Shipping With J Mintzmyer

The best podcasts on investing. For anyone interested in the stories in the investing industry, whether it's an interview with Ray Dalio or Ed Thorp to the writer of The Big Short. This topic includes the most fascinating stories from all the best investors. Add episodes you're interested into your queue below!

Best Investing Podcasts

The best philosophy podcast episodes. Asking questions about how to live a better life, what it means to be and do good, to the idea of God. This topic includes episodes that bring about important questions that everyone should be asking themselves. Add episodes you're interested into your queue below!