show episodes
 
M
Macro Voices
Series avatar that links to series pageSeries avatar that links to series page

1
Macro Voices

Hedge Fund Manager Erik Townsend

Unsubscribe
Unsubscribe
Weekly
 
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  continue reading
 
Does money really make the world go round? Economics, business and finance have long been subjects we leave to the stock brokers, hedge fund managers and business school professors who spend their lives obsessing over them - but there’s no reason we shouldn’t discuss ‘money’ in the same way we talk about sport and TV. In The Rest Is Money, business correspondent and broadcaster Steph McGovern is joined by old friend and economics expert Robert Peston to explore everything we need to know abo ...
  continue reading
 
Weekly Stock Market Commentary from a seasoned Hedge Fund Professional. Terms, Bio, and Free Newsletter available at site: www.HedgeFundTips.com. (not investment advice) About Tom Hayes: https://www.hedgefundtips.com/about-tj-h Contact Us: https://www.hedgefundtips.com/contact-us Free "Hedge Fund Tips" Stock Market Newsletter & Mini-Webinar: https://www.hedgefundtips.com/free/ Testimonials & Free 3 Week Trial to "Hedge Fund Trade Tips" trade alerts: https://www.hedgefundtips.com/membership-join/
  continue reading
 
F
Focused Compounding
Series avatar that links to series pageSeries avatar that links to series page

1
Focused Compounding

Andrew Kuhn and Geoff Gannon

Unsubscribe
Unsubscribe
Monthly+
 
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is a website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
  continue reading
 
Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Q ...
  continue reading
 
This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
  continue reading
 
The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
  continue reading
 
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
  continue reading
 
Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds. ABOUT LINCOLN ARCHIBALD Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief F ...
  continue reading
 
O
On The Tape
Series avatar that links to series pageSeries avatar that links to series page

1
On The Tape

Risk Reversal Media

Unsubscribe
Unsubscribe
Weekly+
 
Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and m ...
  continue reading
 
Conversations with guests including FBI Director Jim Comey, hedge fund billionaire Ray Dalio, Congressman Jim Himes, and many others including a Chinese lawyer who survived the Cultural Revolution, a Cuban jazz genius, and a Russian doctor who was on the Covid front lines all sharing the life lessons they didn’t learn in school.Hosted by investor and author Paul Podolsky, author of Raising a Thief and the Things I Didn't Learn in School substack essays. More on paulpodolsky.com.
  continue reading
 
Welcome to the Better Trader Academy podcast, where truly passionate algorithmic trading specialists share trading tips and techniques they’ve picked up over many years of hard work and successful trading. On this show you’ll hear practical trading techniques that actually work. Techniques that are backed by research, testing and live trading. Techniques for algorithmic traders of all levels, from beginner to advanced, retail trader to hedge fund manager. If that’s you, and you’re a trader w ...
  continue reading
 
The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
  continue reading
 
On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
  continue reading
 
Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
  continue reading
 
Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
  continue reading
 
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
  continue reading
 
F
Future Skills
Series avatar that links to series pageSeries avatar that links to series page

1
Future Skills

KARL-MIKAEL SYDING and LUDVIG SUNSTRÖM

Unsubscribe
Unsubscribe
Monthly
 
The podcast that gives you the business and career skills you need to future-proof yourself. Hosted by Mikael Syding, partner at Futuris, The European Hedge Fund Of The Decade, and Ludvig Sunstrom, author of Breaking Out Of Homeostasis We do 3 episodes: 1) short episode: big idea or practical tip. 2) long episode: in-depth discussions with scientists, businessmen and public intellectuals. 3) medium episode: Experts share their best ideas and how they use them to build skills, companies, rela ...
  continue reading
 
Brief. Informative. Unbiased. Published on Sunday evening UTC time. ‘Financial Markets Weekly’, is the official podcast of Succinct, a professional information services company that creates content related to global financial markets for individuals. This channel was created as a complement to our subscription service and follows the same principles. A curated product covering essential market events and asset behaviour with no room for storytelling, triviality, tips, speculation, or opinion ...
  continue reading
 
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
  continue reading
 
F
Forward Guidance
Series avatar that links to series pageSeries avatar that links to series page

1
Forward Guidance

Jack Farley | Blockworks

Unsubscribe
Unsubscribe
Weekly+
 
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
  continue reading
 
Crypto and digital assets; the week’s news and events in the rear vision mirror. Keeping it simple and hypothesising about what these events might mean to our favourite assets and to us as humans living into the digital world. Enjoy two blokes chatting one from a fund management viewpoint (Deryck Graham) and one deeper dive tech (Nitin Gaur). Let the chat and banter begin and remember feel free to contribute to future topics and to leave comments.
  continue reading
 
From www.trading-champions.com, www.investing-champions.com, entertaining and informative Insights from inside a hedge fund on the markets by the author of international bestselling FT books Trading Online and The Mind of a Trader: Lessons in Trading Strategy from the World's Leading Traders, and Investing Unplugged. Alpesh is a hedge fund manager and regular commentator on BBC World News to an audience of 280m. He is a former columnist for the Financial Times and presenter for Bloomberg TV. ...
  continue reading
 
This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?". Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to every ...
  continue reading
 
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
  continue reading
 
Loading …
show series
 
Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…
  continue reading
 
About Tom Hayes: ⁠https://www.hedgefundtips.com/about-tj-hayes/⁠ Contact Us/Tom: https://www.hedgefundtips.com/contact-us/ Free Stock Market Newsletter and Book: ⁠https://www.hedgefundtips.com/free/⁠ Terms (not Investment advice): https://www.hedgefundtips.com/terms-of-use/
  continue reading
 
Andrew Beer, managing member of DBI, joins Forward Guidance to discuss the need for drastic fee reduction in hedge-fund like return vehicles. Beer and Farley explore in depth the mysteries of trend following (also known as CTAs or managed futures) strategies, which provide investors with positive carrying uncorrelated return streams that can be ver…
  continue reading
 
We discuss some innovative options-based strategies and their role in a portfolio. (1:45) - Simplify Interest Rate Hedge ETF: PFIX (7:50) - Simplify Volatility Premium ETF: SVOL (13:00) - Understanding Managed Futures: Simplify Managed Futures Strategy ETF (CTA) (19:30) - Simplify Market Neutral Equity Long/Short ETF: EQLS (23:05) - Should Investor…
  continue reading
 
My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the success of firms like Millenium, Citadel, Point72, and Balyasny. We disc…
  continue reading
 
For nearly 25 years, Exchange Traded Funds (ETFs) have been a popular passive investment vehicle for both household and professional investors due to their low transaction costs and high liquidity. But what are the pros and cons? How can you diversify your portfolio to avoid volatility? Today, we are joined by Professor Itzhak Ben-David, one of the…
  continue reading
 
A large number of western firms have continued to operate and invest in Russia since Putin’s invasion of Ukraine. These companies are estimated to have earned profits of around $20 billion dollars since the invasion. The problem for these companies is that the Kremlin has blocked them from accessing those profits in an effort to clamp down on compa…
  continue reading
 
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Energ…
  continue reading
 
Luke Gromen, founder of Forest For The Trees, returns to Forward Guidance to share his views on the steep sell-off in the long-end of the U.S. Treasury market. Filmed on September 25, 2023. Follow Luke Gromen on Twitter https://twitter.com/LukeGromen Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter h…
  continue reading
 
Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter Today, we have the pleasure of welcoming Michael Venuto, CIO and Co-Founder of the Tidal Financial Group & Portfolio Manager of the Amplify Transformational Data Sharing ETF [BLOK], back to the show. In this episode, Michael explores the p…
  continue reading
 
In this episode, host Ben Fraser is joined by Dr. Christopher Loo, founder, CEO and host of Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD podcast. Dr. Loo shares his inspiring journey from being an MD to achieving financial freedom through real estate investing. We delve into his personal story, exploring how he transitioned …
  continue reading
 
In this episode, we welcome back one of Canada's most trusted and widely read financial experts to discuss the state of Canadian personal finance. Rob Carrick is a columnist for The Globe and Mail, where he has brought his boots-on-the-ground perspective to readers for more than 20 years. He also co-hosts the Stress Test Podcast, where regular Cana…
  continue reading
 
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/By Andrew Kuhn and Geoff Gannon
  continue reading
 
Would scrapping inheritance tax crash the stock market? Why is HS2 so over budget? What really happened when Rupert Murdoch stepped down last week? Join Robert and Steph for this episode of The Rest Is Money as they answer all of these questions and more. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMone…
  continue reading
 
In this episode of Funds That Won, Lincoln interviews the co-founder of JNR Capital, a successful investment firm specializing in buying distressed and value-add hotels. With a track record of completing $200 million in transactions, JNR Capital leverages deep-rooted relationships with industry executives, local lenders, banks, and general contract…
  continue reading
 
Dan Nathan and Deirdre Bosa of CNBC give a vibe check on big tech (1:25), Amazon steps up AI race with up to $4 billion deal to invest in Anthropic (6:15), Meta’s Llama (8:32), chatbot integrations ( 9:30), the A.I. fever broken (11:00), Microsoft working on a plan b to Open A.I. (13:45), FTC Sues Amazon, Accusing Company of Illegal Online Retail M…
  continue reading
 
Penny stocks can seem tempting to some investors due to their low cost and potential for quick gains, but they carry significant risks and are often manipulated due to the light regulation they see from the FCC. It’s hard to argue that a low cost of entry and the potential for high returns aren’t tempting, but the illiquidity of penny stocks and th…
  continue reading
 
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, September 26th Topics for today's show: - Jamie Dimon warns a 7% Fed rate is still possible - Key levels for crude oil, the U.S. dollar, and gold - Tech Selloff $AAPL $MSFT $AMZN $GOOGL - Big banks - Costco earnings preview ----- MRKT Ca…
  continue reading
 
Will an oil price rally mean higher airfares? As people are looking to purchase flights home for Christmas, we of course notice that prices are drastically higher. Although this is a classic case of dynamic pricing, we also need to consider the role Brent plays in all of this, as there’s a clear sensitivity around $100 per barrel and $120 on the pr…
  continue reading
 
Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global Banking & Markets, shares his outlook for the IPO market and the market dynamics for companies and investors.…
  continue reading
 
Spencer Jakab, editor of Heard On The Street for The Wall Street Journal, joins Forward Guidance to share what he learned writing his latest book, “The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors.” Jakab and Farley discuss meme-stock mania in all its aspects: the outwitting of hedge funds by individual investors, t…
  continue reading
 
My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director at Lattice, as well as a former guest on Invest Like the Best. Jack started Lattice in 2015 and has scaled it into a multi-billion-dollar business that …
  continue reading
 
In this episode: 🏆 F1 Drama Unfolds: Witness Carlos Sainz's epic battle in Singapore, where he clings to first place while Lewis Hamilton relentlessly gains 20 seconds in just 10 laps! It's a crypto race with the USA in the lead, but their tires are wearing thin due to SEC troubles, and Asia is poised to take the top spot! 🇺🇸 🚀🇨🇳 💼 Token 2049 Highl…
  continue reading
 
In this episode: 🏆 F1 Drama Unfolds: Witness Carlos Sainz's epic battle in Singapore, where he clings to first place while Lewis Hamilton relentlessly gains 20 seconds in just 10 laps! It's a crypto race with the USA in the lead, but their tires are wearing thin due to SEC troubles, and Asia is poised to take the top spot! 🇺🇸 🚀🇨🇳 💼 Token 2049 Highl…
  continue reading
 
We discuss the outlook for AI stocks & whether there's more upside ahead (1:30) - Will Arm Holdings PLC Be A Significant Player In AI? (4:35) - Breaking Down Nvidia and AMD’s Impact On The AI Industry (9:00) - Do Semiconductors Have Even More Upside For Investors? (11:00) - Are Software Stocks The Next Big Play Into The AI Industry? (14:00) - Spear…
  continue reading
 
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/By Andrew Kuhn and Geoff Gannon
  continue reading
 
Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnin…
  continue reading
 
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspe…
  continue reading
 
In this episode I invite back Ed Lavery, to discuss his new role at Placer.AI, the US location data provider, following his previous appearance on the Similarweb episode. In our conversation, Ed and I discuss the strengths of location data, alternative data’s development and what he plans to bring with him from his previous role. Separately, I will…
  continue reading
 
Correction: "The Fed's dot plot projections show a rate of 5.1% by the end of ‘24 [not '25]" This concise global market brief is published on Sunday evenings London time. This channel is a complement to our professional subscription service (www.succinct.info) and follows the same principles. Facts only, free of noise, tips or opinions. Succinct: F…
  continue reading
 
Nanette Jacobson, Global Investments Strategist at Hartford Funds, joins Forward Guidance to share her investment outlook. Jacobson argues that it might be time to lean into bonds because the bonds tend to rally 13 months before the Federal Reserve cuts rates, and she and Jack Farley debate the various merits of owning bonds at this juncture in the…
  continue reading
 
In today's episode we sit down with Camilo Acosta, founder & general partner of Perceptive Ventures, an early stage venture firm, and walk through everything you want to know about Venture Capital (“VC”). We cover differences between Angel Investing vs. VC, what a company needs for different series rounds (pre-seed, seed, series A, series B and bey…
  continue reading
 
FTX has sued Joseph Bankman and Barbara Fried, the parents of Sam Bankman-Fried, claiming they enriched themselves by siphoning off millions of dollars in “fraudulently transferred and misappropriated funds” from the cryptocurrency exchange their son founded. In a court filing earlier this week, the FTX debtors said Joseph Bankman and Barbara Fried…
  continue reading
 
Bloomberg Radio host Barry Ritholtz speaks with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management LP, which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global cred…
  continue reading
 
Following the recent 4th IFSEA International Conference on Risk, Reward and Reputation Management Issues for Senior Executives & Founders, we are delighted to share with you a follow up podcast on the session, 'How Executives get the best out of their teams.'In this thought-provoking discussion between the IFSEA conference panellists, they examine …
  continue reading
 
On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), g…
  continue reading
 
Back when he was a hard-partying movie star, Russell Brand was the darling of the mainstream media. But ever since the British comedian started turning hard against the establishment, exposing the mainstream narrative on COVID, the Ukraine War and empire, the knives have been out for him. And now we know how they plan to get him, with a series of q…
  continue reading
 
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Pictu…
  continue reading
 
Loading …

Quick Reference Guide