J Mintzmyer of Value Investor's Edge concludes his review of Marine Money in our third podcast on the subject. We spoke Friday morning, and go back into the IMO 2020 discussions to hear what industry insiders are saying and one divergent approach to the regulation that J is watching. J also shares a segment by segment breakdown of the industry, and we hit one more time on the theme that it might be darkest right before the dawn.
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Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches and closures, top performers, and other notable ETF investing news from the previous week
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We continue our three-part miniseries covering Marine Money with J Mintzmyer of Value Investor's Edge. I spoke with J on Tuesday morning, before day 2 of the conference, to hear what the mood is on the floor and what the response was to the first panel he joined. He also shares insights from investor and management meetings, and a few positive stories on corporate governance and improving rate stories. 
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J Mintzmyer checks in with us on the state of the shipping industry before its headlining investor event, Marine Money. In the first episode of a three-part miniseries, we discuss the pessimism in the sector and why the fundamentals look better, as well as what J would like to see management teams do about it. The looming implementation of IMO 2020 comes up as well, and J walks us through that as well as the potential winners in the post IMO world.
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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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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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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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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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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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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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