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).
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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.
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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
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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).
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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) 


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We speak with Bram de Haas about how to watch for downside in this environment, and how to navigate market uncertainty.
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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.
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We discuss three different aspects of the fixed income sector - high yield debt, BDCs, and corporate debt - with three Marketplace authors. Jeremy LaKosh joins us from :30 minute mark-24:00, John Yesford, a.k.a. PendragonY, joins from 24:00-49:00, and Donald van Deventer is on from 49:00 - 1:19:00
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We speak with Joseph L. Shaefer of The Investor's Edge (1:00 minute mark-32:30) and ANG Traders (32:30-56:00) about the current market environment, the effect of stimulus, and where the market might go in the coming months (this may not be the real sign we've turned a corner).
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We speak with Lawrence Fuller, author of The Portfolio Architect, about how to orient amidst a low visibility market (:30-19:00 minute mark); D.M. Martins Research, author of Storm-Resistant Growth, about where opportunities might be lurking (19:00-42:30); and Michael Gayed about what time frame investors should be considering for this market and the strange disconnect we have (42:30-1:11:00).
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