Marketplace Roundtable #48: Income Investing In Uncertain Times, With David Alton Clark

David Alton Clark of Clark Capital joins the Marketplace Roundtable podcast to discuss his High Yield Income Forum service and how his investing strategy has evolved over the last quarter century. Having successfully navigated the dot-com collapse in the early 2000s and real estate bubble later that decade, Clark today values capital preservation over capital creation. "You really need to watch out for your nest egg as you're building it up over time," he says. That includes seemingly simple things like having a plan to "layer in" to a position once a decision has been made to invest. Topics Covered: 2:00 - Investing strategy 4:00 - Key lesson learned in your career 6:30 - Lesson learned in the last year 8:30 - What are you watching as we head toward the end of the year? 10:45 - Concerns about the market/portfolio 13:00 - What gives you confidence about your approach? 16:45 - Characteristics of bubbles 19:00 - Stock pick ideas - AT&T ( T ) 22:45 - Century Link ( CTL ) 27:30 - Iron Mountain ( IRM ) 29:30 - How important is dividend income to your investing thesis?

You can listen to Marketplace Roundtable #48: Income Investing In Uncertain Times, With David Alton Clark online on Radio and Podcast. Open the player on this page to stream the available audio.

Marketplace Roundtable #48: Income Investing In Uncertain Times, With David Alton Clark is an episode from SA Marketplace Roundtable.

This episode is 34:20 long.

This episode was published on Aug 26, 2019.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from SA Marketplace Roundtable when more episodes are available from the podcast feed.