show episodes
 
Bestselling author Michael Covel is the host of Trend Following Radio with 10+ million listens. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trading -- all passionately explored and debated. Guests include Nobel Prize winners: Robert Aumann, Angus Deaton, Daniel Kahneman, Oliver Hart, Harry Markowitz & Vernon Smith. More guests: Jack Canfield, Howard Marks, James Altucher, Dan Ariely, Jean-Philippe Bouchaud, Kathleen Eisenhardt, Marc Fab ...
 
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
 
Stuck@Om is a series of conversations about about technology and how it is reshaping our society. Om Malik (a veteran technology writer) sits down and chats with some of the best and the brightest from around the world. The podcasts supplement his writing on his blog, On My Om. (http://om.co)
 
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show series
 
Bezos up in space! But back home, bond yields keep coming down. A resurgence of the pandemic trade moves investors to take cover. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscr…
 
Trend Following Mindset brings to life the timeless conversations between Tom Basso and Michael Covel originally featured on Michael’s renowned Trend Following podcast. In these profound and enlightening exchanges, Tom shares with Michael his deep wisdom on trading, business, life, and the how and why of his mindset. Our conversation today was host…
 
"Industry consolidation and market concentration costs the average U.S. family about $5,000 per year, according to Brian Deese, the Director of the White House National Economic Council under President Joe Biden." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ S…
 
Ali Tamaseb has spent thousands of hours manually amassing what may be the largest dataset ever collected on startups, comparing billion-dollar startups with those that failed to become one—30,000 data points on nearly every factor: number of competitors, market size, the founder’s age, his or her university’s ranking, quality of investors, fundrai…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Brian Deese, director of the National Economic Council under President Joe Biden, about the administration's plans to challenge anti-competitive forces across the economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comBy Bloomberg Radio
 
Smallcaps crushed. EYE popping Inflation The Fed is Oblivious – while twisting the story. Yellen is out there pumping and sellin’ – we get to the bottom of what we think is really going to happen with prices. Follow @andrewhorowitz YCharts Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thediscipline…
 
"Individual investors as a group are now better behaved than they have ever been at any time in history. They pay less in fees, they have more money in index funds and they take advantage of tax-deferred retirement accounts." - Ben Carlson For more visit: A Wealth of Common Sense For disclosure information please visit: https://ritholtzwealth.com/b…
 
"The risk here is we create a two-track economic recovery: A robust recovery for the vaccinated, and a weaker economic recovery for unvaccinated regions." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ See acast.com/privacy for privacy and opt-out information.…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Mat Ishbia, the chief executive officer of United Wholesale Mortgage, which is the top wholesale lender and No. 2 overall mortgage lender in the United States. The 9,000-person firm went public in the biggest SPAC ever. Ishbia is also the author of “Running the Corporate Offense: Lessons in Eff…
 
"I’m starting to think there may be no better form of stimulus for the rest of America than for the Fed to withdraw from the mortgage bond buying they’ve been doing. " - Josh Brown For more visit: The Reformed Broker For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ See acast.com/privacy for privacy and opt-out i…
 
Charles R. Chaffin explores how we can devote more attention on what we believe is important while ignoring the distractions that increasingly permeate our lives. Using research from cognitive, education, positive, and clinical psychology, Chaffin identifies the sources of noise and distraction in this information age and how we can manage it in al…
 
What was that? A run on rates? 10-year yield plummets to 1.25% – pulling markets down with it. Looks like too much of a good thing was no good. New narratives forming – be careful here… Some important considerations into earnings season. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers char…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Christine Hurtsellers, the chief executive officer of Voya Investment Management LLC. The firm manages approximately $252 billion in assets across fixed income, senior loans, equities, multi-asset strategies and solutions, private equity, and real assets, and also provides advisory services to …
 
Let’s get a little controversial today… Following the 2008 financial crisis, the Federal Reserve’s monetary policy placed much greater focus on stabilizing the market than on helping struggling Americans. As a result, the richest Americans got a lot richer while the middle class shrank and economic and wealth inequality skyrocketed. Karen Petrou of…
 
Another round of new highs – equity markets are on fire. June employment report brings both joy and concern – it actually makes sense as we get into it. But, we have a Goldilocks situation brewing – looking below the surface today. Plus, an important exercise to help bring you back to center and looking toward your future. And, of course, a very Ha…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Romick of First Pacific Advisors, which manages approximately $28 billion. Romick is a managing partner and portfolio manager at FPA; prior to joining the firm in 1996, he was chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned his bachelo…
 
Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start by going back to Jerry’s days as a “Turtle Trader” under Richard Dennis and the lessons he learned from the experience. We walk through some of the keys to trend-following, what 2020 looked like from his…
 
In Japan it’s called the ‘Ghosn Shock’ ― the stunning arrest of Carlos Ghosn, the jet-setting CEO who saved Nissan and made it part of a global automotive empire. Even more shocking was his daring escape from Japan, packed into a box and put on a private jet to Lebanon after months spent in a Japanese detention center, subsisting on rice gruel. Gho…
 
Walking it back – no surprise here from the Fed – quick game of chicken anyone? New highs – as rally broadens out, S&P 500 indices compared. Coins collapse over weekend – where is the bottom? A quick mid-year update on sectors, regions and indices – looking to confirm the trend. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInt…
 
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