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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 i ...
 
The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, a long-time editor and director for Seeking Alpha who has seen thousands of investing pitches and ideas, as well as how these ideas play out. The duo start ...
 
In their books "Freakonomics," "SuperFreakonomics" and "Think Like a Freak", Steven D. Levitt and Stephen J. Dubner explore "the hidden side of everything," telling stories about cheating schoolteachers and eating champions while teaching us all to think a bit more creatively, rationally, and productively. The Freakonomics Radio podcast, hosted by Dubner, carries on that tradition with weekly episodes. Prepare to be enlightened, engaged, perhaps enraged, and definitely surprised.
 
On The Cannabis Investing Podcast, Rena Sherbill and Jonathan Liss provide actionable investment insight and the context with which to understand the burgeoning cannabis industry. We interview C-level executives, scientists, law and sector experts; give you investment ideas to consider, help you think through your investing approach and give you a new lens with which to understand this ever-growing sector. As a nascent industry, there are changes happening quickly around regulations, laws, m ...
 
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
 
Fascinating Conversations with People From the World of Financial Markets. In this series, we delve into the lives and stories of extraordinary guests whose experiences give us a fresh and powerful lens through which to understand the mental, emotional, psychological and behavioural challenges people face when encountering risk and uncertainty in financial markets.Market veterans Steven Goldstein and Mark Randall speak to people from a range of backgrounds, including experienced and veteran ...
 
Feeling stuck? Become fluid via acquired "balance." Are you seeking a keen sense of direction? Perhaps, you're a stagnant student in limbo. A professional seeking your true "predestined" calling? Are you at a crossroads or someone merely aspiring for a passion-filled life to, name a few? My mission is to implore synchronized thinkers to acquire optimal fulfillment utilizing my crafted leap of faith (carpe diem ideology) and three-dimensional perspective/philosophy to yield and sustain relati ...
 
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show series
 
CEO Jonathan Sandelman returns to the show to discuss AYR Strategies' recent deals and its steady rise to the top of the MSO pack. 7 M&A transactions in past 4 months. Very accretive deals for shareholders: great assets at a fair price. Want partners and shareholders to be excited to partner with AYR. AYR stock a big reason companies do deals with …
 
It’s a powerful biological response that has preserved our species for millennia. But now it may be keeping us from pursuing strategies that would improve the environment, the economy, even our own health. So is it time to dial down our disgust reflex? You can help fix things — as Stephen Dubner does in this episode — by chowing down on some delici…
 
Evangelos Chatzis, CFO of Danaos Corp. (DAC), a major containership lessor, joined J Mintzmyer's Value Investor's Edge Liveon Nov. 12, 2020, to discuss the containership markets and forward free cash flow potential. Danaos was a top pick at the time at Value Investor's Edge and traded at a more than 50% discount to net asset value even as underlyin…
 
E-commerce has risen to the point where just about everybody is an e-commerce company, and that goes even beyond retailers of goods. To understand that trend and to see how far it might stretch, we talk about the adoption of chat and social commerce in emerging markets with Ramy Assaf, Ceo of Zbooni, a Dubai-based fintech/commerce startup. He tells…
 
There's something incredibly potent and calming about insights from people who have been there and done it many times over. AlphaMind hosts Mark and Steve have over 8 decades between them in markets, and thousands of hours coaching traders to move forward and progress in their work and get past the many mental and emotional challenges trading throw…
 
SPAC week continues with Kyle Detwiler, CEO of Clever Leaves, a recent entrant to Nasdaq. Building one of the largest cannabis companies in the world using a much more capital efficient funding process. going the SPAC route. Cannabis grown in Colombia, being GMP-certified, LatAm region makes sense especially for extraction use. Cannabis on a global…
 
There's something about Twitter that leads to market knee-jerk reactions and, depending on how you look at it, opportunities for investors. After Twitter decided to permanently ban the sitting President from the platform, a lot of questions came up, and the market's immediate answer was to sell the stock off to the tune of a 6.5% drop. Thus, we inv…
 
It's SPAC week and why not start with Subversive Capital and the biggest cannabis SPAC ever, launching this week: The Parent Company. Subversive Founder and Chairman Michael Auerbach joins Rena Sherbill to discuss California as the tip of the spear and why it was always the focus. Creating a generational company and real change. Shared social equit…
 
Paul Tivnan, CFO of Ardmore Shipping (ASC), a leading product tanker shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 17, 2020, to discuss the product tanker markets and forward capital allocation priorities. Ardmore trades at a nearly 50% discount to net asset value, so their repurchase program is of particular interest. T…
 
We’ve collected some of our favorite moments from People I (Mostly) Admire, the latest show from the Freakonomics Radio Network. Host Steve Levitt seeks advice from scientists and inventors, memory wizards and basketball champions — even his fellow economists. He also asks about quitting, witch trials, and whether we need a Manhattan Project for cl…
 
Cannabis is reaching more people in more ways and recent US elections show the green rush is here to stay. But what about Canada? Jeff Fallows, President of The Valens Company, explains why he came on board - what they're doing differently and better than its Canadian peers. Cycle of improvement; operational efficiencies, better cost profile, leadi…
 
The full management team of Global Ship Lease (GSL), a leading containership company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 12, 2020, to discuss the containership transport markets and forward opportunities and refinancing prospects into 2021. We were joined by Executive Chairman George Youroukos, CEO Ian Weber, CFO Tassos Psaropo…
 
Mentored at Legg Mason under the tutelage of legendary investor Bill Miller, Samantha McLemore is a student of finding value in corporate equities. Now the founder and managing member of Patient Capital Management, Samantha shares her perspectives developed over two decades and through several cycles of the value factor. Our conversation is an expl…
 
Happy new year! We kick 2021 off on the Razor's Edge by looking at a couple of the biggest trends from 2020 – COVID market distortions and SPACs. Our guest is George Arison, Co-CEO of Shift Technologies, an online used car seller. Used cars were a surprisingly hot market in 2020, in part spurring Shift to move up their calendar to go public by a ye…
 
Israel is the largest consumer of medical cannabis in the world, but regulatory progress towards full legalization is moving slowly.Saul Kaye, CEO and founder of iCAN, talks Israel's rapidly developing cannabis market and why regulators shouldn't forget the underground market. Setting up supply chains in Israel and Europe. Psychedelics, cannabis an…
 
In this episode of No Stupid Questions — a Freakonomics Radio Network show launched earlier this year — Stephen Dubner and Angela Duckworth debate why we watch, read, and eat familiar things during a crisis, and if it might in fact be better to try new things instead. Also: is a little knowledge truly as dangerous as they say?…
 
Our Master Class returns with two terrific SA authors and investors in the cannabis space: James V. Baker and Julian Lin. We cover the US cannabis space and why P/E multiples don't make any sense; out of whack valuations. Coming soon: 100 bagger stocks; issuing debt vs selling stock. Cannabis investors need to be better educated. the absurdity of 2…
 
Working as an architect in the 1990’s, Tania Reif saw first hand the devastating impact on local communities of the currency crisis events that occurred with some frequency in her home country of Venezuela. Gripped by the field of macroeconomics, Tania ultimately earned a PhD in economics from Columbia University, writing her dissertation on curren…
 
Tesla entered the S&P 500 yesterday. What does that mean for the long-running bull vs. bear battle? A month after posting our interview with a bull - Rajiv Sud - we speak to Mark Spiegel, one of the longest-tenured, loudest, and most notorious members of TeslaQ, the short Tesla camp. The question, after a ruinous 1100% run over the past 14 months a…
 
Oystein Kalleklev, CEO of Flex LNG (FLNG), a leading ultramodern LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 24, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Flex LNG. This interview and discussion of the underlying LNG global markets is relevant for anyo…
 
Gordy Lawrence, Director of Global Derivatives at Wellington Management, spends his days searching for value in optionality. With a framework geared toward assessing option prices on both an absolute and relative basis, Gordy and his team support portfolio managers throughout the organization with the aim of utilizing derivatives to improve the up …
 
Columbia Care CEO and co-founder Nicholas Vita shares his thoughts on disproportionate growth, and why private equity may be the next big thing to get into cannabis. State laws dictate federal laws, which has only been exacerbated by Covid. Columbia Care is the leader in the Mid-Atlantic and readying for staggering growth in the East Coast. Headlin…
 
Third time appears to be the charm. After seeing the football get pulled away from investors after Q1 and Q2 earnings, Slack and PagerDuty brought much cheer to shareholders, in the spirit of the holiday season. Slack has agreed to a deal with Salesforce.com and PagerDuty reported another solid quarter that finally woke the market up to its consist…
 
Mark Kremin and Scott Gayton, CEO and CFO of Teekay LNG Partners (TGP) a leading LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 13, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Teekay. This interview and discussion of the underlying LNG global markets is rel…
 
The incoming president argues that the economy and the environment are deeply connected. This is reflected in his choice for National Economic Council director — Brian Deese, a climate-policy wonk and veteran of the no-drama-Obama era. But don’t mistake Deese’s lack of drama for a lack of intensity.
 
Over more than two decades in markets, John-Mark Piampiano has traded his share of volatility. Managing derivative portfolios over the years from both the long side and the short side of the carry ledger and across the spectrum of listed and OTC products, John-Mark is a keen observer of change in market structure, trading technology and the provisi…
 
We are on the cusp of another burst of M&A in the cannabis industry, but one grounded more in fiscal responsibilities. Scott Hammon, partner and leader of the cannabis practice at MGO, joins Rena Sherbill to discuss this trend amidst the rapidly maturing cannabis industry. We also cover why companies are putting a stronger emphasis on regional foot…
 
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 Nov. 19, 2020, to discuss the dry bulk markets and forward prospects and capital allocation priorities into 2021. Star Bulk Carriers is the largest US…
 
G.M. produces more than 20 times as many cars as Tesla, but Tesla is worth nearly 10 times as much. Mary Barra, the C.E.O. of G.M., is trying to fix that. We speak with her about the race toward an electrified (and autonomous) future, China and Trump, and what it’s like to be the “fifth-most powerful woman in the world.”…
 
Celebrating our 100th episode! Alvaro Torres, co-founder and CEO of Khiron, joins us to discuss building value in LatAm and Europe and why a strong foundation is essential. Following its recent Q3 earnings and some bullish announcements, we also cover why Khiron wanted to avoid treating cannabis as a commodity. Sustainable patient growth with good …
 
Our guest this week is Chris Camillo, a unique and quite astonishing trader. Chris was recently featured in the Jack Schwager’s new book, ‘Unknown Market Wizards’. The title chapter for Chris’s interview was ‘Neither’, and it referred to Chris’s approach to trading, which didn’t make use of neither Fundamental Analysis nor Technical Analysis. Chris…
 
Hugo De Stoop, CEO of Euronav (EURN), a leading crude tanker company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 10, 2020, to discuss the crude tanker markets and forward opportunities and capital allocation priorities for Euronav. This interview and discussion is relevant for anyone with crude tanker or product tanker investments, inc…
 
Google and Facebook are worth a combined $2 trillion, with the vast majority of their revenue coming from advertising. In our previous episode, we learned that TV advertising is much less effective than the industry says. Is digital any better? Some say yes, some say no — and some say we’re in a full-blown digital-ad bubble.…
 
Fresh off record earnings, Planet 13 continues to build on investors' excitement about cannabis in general and the US in particular. Co-CEO Bob Groesbeck talks to Rena Sherbill about being positioned for growth once more markets open up and protecting margins, the importance of liquidity and avoiding debt. Fighting for reform. Experiential retail. …
 
Greg Zikos, CFO of Costamare (CMRE), joined J Mintzmyer's Value Investor's Edge Live on Nov. 4, 2020, to discuss the containership markets and forward opportunities and capital allocation priorities for Costamare. This interview and discussion is relevant for anyone with containership sector or box lessor investments, including Atlas Corp (ATCO), C…
 
Famed activist investor Daniel Loeb wrote a letter to Disney management arguing that the time to go all in on streaming is now. We've been following the streaming wars pretty closely, and we decided to break down the letter and then reconsider Disney and Netlfix's positions a year after Disney+'s launch, and 8 months into a pandemic that has accele…
 
Michael Boyd, Head of Research at Energy Income Authority, joined J Mintzmyer's Value Investor's Edge Live on November 6, 2020, to discuss the post-election energy market prospects and opportunities into 2021 and beyond. This interview and discussion is relevant for anyone with interest in the broad energy sectors, including the overall SPDR Energy…
 
Cutting his teeth on the acclaimed mortgage trading desk at Salomon Brothers in the 90’s, Troy Dixon gained an early appreciation for the speed and degree to which market liquidity can turn. Now the CIO of Hollis Park Partners, a firm he founded in 2013, Troy shares the perspectives gathered in managing complex trading risk over more than two decad…
 
MSOhmy! The US cannabis space is at least 10x the size of Canadian market - and growing. Recent earnings for cannabis companies bear this out in a tale of two countries, with the US winning. Dan Ahrens, AdvisorShares COO and PM, returns to the show to discuss why stock selection matters, index based doesn't make sense for cannabis and avoiding Cana…
 
Our guest today is Marsten Parker. Marsten is one of the featured traders in Jack Schwager’s Unknown Market Wizards, the 5th book in the iconic Market Wizards series. Marsten is the only truly systematic trader featured in Unknown Market Wizards. Marsten started off as a software engineer before he developed his interest in trading after his compan…
 
Value Investor's Edge Live returns with this latest episode focused on the liquid petroleum gas (LPG) sector of the shipping industry. Ted Young, CFO, and John Lycouris, CEO of Dorian LPG USA, discuss the LPG shipping industry, their company outlook, and capital allocation priorities. Dorian has been enjoying a strong run in rates and is in the mid…
 
Over her 22 years at Citi Group, Anna Raytcheva managed complex trading risks through volatility regimes both high and low. The Orange County blowup on the back of Greenspan’s surprise tightening campaign in 1994 provided Anna with an early lesson on the vulnerabilities that arise from owning exotic securities, especially when they are positioned w…
 
We continue our conversation with Rajiv Sud, ad tech veteran and private and public markets investors. In this episode - essentially parts 2 and 3 of our conversation - we start with Slack and its challenges, as well as its surprising similarities to Twitter. We also quiz Rajiv on his time at AdMob and his outlook for the private tech sector, befor…
 
Armed with a PhD in astrophysics, Josh Younger hit Wall Street in 2010 as the embers of the Global Financial Crisis were slowly burning out. With a decade of focus on modeling interest rate derivatives and with the perspective gathered through unique fixed income risk events, Josh brings exceptional insights to our discussion. Our conversation aims…
 
On the latest episode of the Marketplace Roundtable Podcast, long-time contributor to Seeking Alpha, Chaim Siegel, aka Elazar Advisors, takes listeners through his unique bottom-up approach of stock picking in the tech space. Before setting out on his own and launching his Nail Tech Earnings investing service, Chaim spent years honing his craft, wo…
 
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