Marketplace Roundtable

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 
 
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Nicholas Gomez of ANG Traders joins the podcast this week to discuss his investing strategy, which can be boiled down to "buy the bull, sell the bear." But the market is a "complex and chaotic system" where many of the variables, and their relation to each other, remain unknown. To deal with that, investors must determine the market's primary trend at any given time.
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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. 
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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.
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On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episode
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Steve Wells, the author behind the Fear & Greed Trader account and the Marketplace service Savvy Investor, explains why he is "not in a mode where I'm even thinking about lightening up on my exposure" as long-term trend lines indicate the bull market has longer to run. Having lived through several economic and market cycles, Wells concedes it is difficult to mute emotions especially with all the media attention to daily movements. The key is to "step back, and look at the longer term trend."
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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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