117 episodes

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.

Marketplace Roundtable Seeking Alpha

    • Business

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.

    Star Bulk Carriers Updates On Surging Bulk Markets

    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 surging, SBLK is focused on the '2 Ds' of dividends and deleveraging. We expect to see substantial payouts throughout there year. 
    This interview and discussion is relevant for anyone with dry bulk investments or interest in the overall sector, including Diana Shipping (DSX), Eagle Bulk (EGLE), Eurobulk (EDRY), Genco Shipping (GNK), Grindrod Shipping (GRIN), Golden Ocean (GOGL), Navios Maritime (NM), Navios Maritime Partners (NMM), Pangea Logistics (PANL), Safe Bulkers (SB), Scorpio Bulkers (SALT), and Seanergy Maritime (SHIP).
    Topics Covered


    (2:00) Intro/Disclosures


    (2:00) What is driving the current strength in rates?


    (3:45) What are the primary risk factors to watch?


    (6:00) How big of an impact are China-Australia tensions?


    (7:45) What is driving increased Capesize volatility?


    (11:45) What is behind the huge disconnect in FFA levels?


    (15:00) What is the current status of the newbuild market?


    (18:15) How do proposed environmental regulations impact SBLK?


    (23:30) How would a carbon tax or higher oil prices impact SBLK?


    (25:00) Overall capital allocation priorities? Leverage target?


    (27:00) Current strategy for time-charters vs. spot exposure?


    (28:15) Updates on scrubber economics? Any hedging?


    (33:00) What differentiates SBLK from peers, why invest here?


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

    • 37 min
    The Space Sector Heats Up With Cestrian Capital Research

    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 Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of The Marketplace Roundtable Podcast.
    Show Notes

    3:00 - Alex's general approach to investing

    7:45 - Why the space sector?

    13:15 - Why is space a theme investors should be paying attention to at the current moment in time?

    17:00 - Cathie Wood and ARK's investing style

    22:00 - ARKX Under the Hood: Too much concentration in the top holdings?

    24:30 - Analyzing top holding Trimble (TRMB)

    28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)


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

    • 39 min
    Investing 2020s With Kirk Spano Episode #3: Talking SPACs With Julian "The SPAC King" Klymochko

    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

    • 57 min
    Sifting the World For Top SPACs With Chris DeMuth Jr.

    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 the latest episode of The Marketplace Roundtable Podcast, DeMuth and host Jonathan Liss take investors through the SPAC "alphabet", going under the hood of each of the three currently available SPAC ETFs. Chris also discusses his favorite individual SPAC.
    Show Notes

    3:00 - What are SPACs and why are they so hot right now?

    10:00 - Chris' early and ongoing involvement with SPACs

    12:30 - Specifics of the SPAC structure

    16:45 - The case of DraftKings, the third most successful SPAC listing of all time

    26:30 - Chris' favorite SPAC ETF

    43:45 - What's an individual SPAC Chris is currently excited about?

    50:00 - Sifting the World: Chris' investing process


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

    • 1 hr 1 min
    Shareholder Yield And Tail Risk With Meb Faber

    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

    • 42 min
    Asymmetric Opportunities With The SPAC & New Issue ETF (SPCX)

    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 large potential upside with limited risk as SPACs are backed by a cash trust. Along the way, they also touch on hot markets, Reddit investors and an option trading idea. Of interest to smart investors is the segment on how family offices and institutions are using the SPAC & New Issue ETF as an alternative asset sleeve to manage market correlation. They conclude discussing the ETF with how you can use this ETF in your asset allocation. This medium form (20-30 minutes) interview ends with a discussion of macro tail risk and a coming ETF that offers a potential solution to that portfolio asset allocation issue. 
    To read more about the SPAC & New Issue ETF visit their website and follow Kirk Spano’s articles.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 30 min

Top Podcasts In Business

Listeners Also Subscribed To

More by Seeking Alpha