Best Inside Arbitrage Podcasts (2025)

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An Analysis of DoorDash and Honeywell's Spinoffs – The Special Situations Report Episode #47 25:07

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2h ago25:07

25:07

Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including an interesting insider purchase of DoorDash by Alfred Lin of Sequoia Capital and a breakdown of the various spinoffs at the industrial conglomerate Honeywell. Check out InsideArbitrage here: https://www.insidearbitrage.…

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Ep 270 - Why Most STR Hosts Stay Broke — And How Bernie Broke Out 37:41

2d ago37:41

37:41

Your business can’t outgrow the identity you’re stuck in. In this episode, Bernie Cesareo reveals the mindset and identity shifts that transformed his life, his confidence, and his STR businesses — from shrinking portfolios to scaling multiple companies with clarity and purpose. This episode breaks down the real reason most hosts stay stuck, how to…

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312 · Vincent Bruzzese - Battling Irrational Markets - and the Battle Within 1:28:52

2d ago1:28:52

1:28:52

Returning guest Vincent Bruzzese — trader, former statistics professor, poker player, and former Hollywood behavioral analyst — joins Tessa for a candid discussion about navigating one of the most narrative-driven markets in years. Known online as “Hari Seldon” in the Real Day Trading community, Vincent is recognized for posting his trades live and…

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Arbitrage vs. Co-Hosting: The Real Winner Isn’t Even Close | The STR Scale Show with Mike Reilly | Ep 34 23:02

15h ago23:02

23:02

The arbitrage era is cracking — fast. With Sonder filing bankruptcy and operators across the country getting crushed by fixed leases, the truth is clear: the STR model you choose determines whether you scale… or sink. In this episode, we break down why arbitrage is failing, what Sonder’s collapse teaches every host, and why co-hosting remains the m…

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Chesapeake’s Parker on Pure Trend Following 32:50

2h ago32:50

32:50

Earnings season was strong, with profits doubling forecasts and solid margins driving the bull market despite higher volatility. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Christopher Cain, US quantitative strategist at BI, speak with Jerry Parker, fo…

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Nick Baltas – Designing Systematic Portfolios 33:59

3d ago33:59

33:59

Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the t…

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A Deep Dive on the Topgolf Callaway Spinoff – The Special Situations Report Episode #46 32:01

2h ago32:01

32:01

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including the mass…

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Ep 269 - How to Scale Your Property Management Business with Brooke Pfautz 41:59

14h ago41:59

41:59

In this episode, Chris and E sit down with the founder of Vintory to uncover the real reason PMs fail, what the top managers are doing differently, and how to build a predictable machine for owner acquisition. Whether you're starting with 5 doors or aiming for 500, Brooke breaks down the playbook that actually works. Inside this episode: • Why most…

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How to Build an STR Business That Survives, Scales & Actually Sells | The STR Scale Show with Mike Reilly | Ep 33 17:32

4d ago17:32

17:32

Your STR business is worth more than you think—if you build it the right way. In this episode, we break down the difference between operators who burn out… and operators who build real companies that survive, scale, and eventually sell for life-changing money. We also cover the hard lessons from companies that grew too fast, collapsed, or went bank…

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311 · Christian Carreon - Patience Inside the Box: The Calm Before the Break 1:18:54

13d ago1:18:54

1:18:54

Christian Carreon returns to Chat With Traders nearly three years after his first appearance, where he shared his remarkable journey through stage-five kidney failure and the discipline it forged in him as a trader. Today, he brings an even deeper perspective—on markets, on patience, and on the Box Strategy that has become his signature. Christian …

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A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45 33:48

3h ago33:48

33:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a new hi…

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Ep 268 - The Next Era of STR & What’s Coming : Inside the Freedom Factory 40:51

3h ago40:51

40:51

The STR industry is shifting — and this episode marks the beginning of a new era. Recorded LIVE inside the brand-new Freedom Factory, Mike, E., Chris, and Reilly break down the mindset, seasons, strategy, and direction that will define the next 5 years of short-term rentals… and your future in it. • The story behind building the Freedom Factory • M…

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What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate 1:05:41

20d ago1:05:41

1:05:41

The Trump Administration has gotten increasingly aggressive in its relations with Nicholas Maduro's government in Venezuela, accumulating a historic volume of US military capability in the Caribbean and cancelling a raft of oil sector operating licenses. Whether or not this leads to outright regime change, it seems like we are on the precipice of s…

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The AI Advantage: How Smart Hosts Are Scaling While Others Fall Behind | The STR Scale Show with Mike Reilly | Ep 32 31:30

20d ago31:30

31:30

AI isn’t the threat — it’s the opportunity most hosts are ignoring. In this episode, we walk through how top operators are using AI and automation to scale smarter, simplify operations, and outpace the competition. • How AI is transforming pricing, operations, and marketing • The biggest mistake hosts make when “trying” automation • Tools that save…

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VanEck’s Rodilosso & Sokol on Mitigating CLO Risk 44:36

23d ago44:36

44:36

A potential shift in US monetary policy toward fiscal dominance — where government financing influences rates more than inflation control — could change the risk-return trade-off for CLO investors. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Reto Bachm…

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Chris Miller – Inside the Mechanics of Volatility Trading 18:38

23d ago18:38

18:38

Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the t…

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Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44 31:49

16d ago31:49

31:49

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a potent…

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Ep 267 - Desire vs. Fear: The Mindset Shift That Changes Everything 18:35

22d ago18:35

18:35

Your life is driven by one of two things: desire or fear. In this episode, we break down how to stop making decisions from lack, step into an identity-led mindset, and actually create the conditions for growth. • Desire vs. paradigm: the two voices in your head • How to make decisions from faith, not fear • The identity → behavior → reality chain •…

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The Future of Canada's Oil Sands: Production, Pipelines and Policy 1:14:24

27d ago1:14:24

1:14:24

The Western Canadian oil industry pumps more crude than most OPEC members but its production is located far from consuming markets and depends on a dizzying array of pipelines to connect that supply to end demand. At the same time, Canada's oil producers have had to navigate a quagmire of ever-shifting politics, policy, and regulations—especially c…

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How to Hire Your First STR Team Member (and Buy Back Your Time) | The STR Scale Show with Mike Reilly | Ep 31 29:19

27d ago29:19

29:19

You can’t scale if you’re the cleaner, the guest texter, the bookkeeper, and the ops manager. This episode breaks down exactly when to hire, who to hire first, how to onboard them, and how to keep them executing so you can grow your STR business instead of babysitting it. • When it’s actually time to hire (not too early, not too late) • Who your fi…

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A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43 38:06

29d ago38:06

38:06

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a potent…

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Ep 266 - The Harsh Truth: If You Don’t Have Systems, You Don’t Have Freedom with Michael Dinwiddie 41:10

1M ago41:10

41:10

You didn’t start an STR business to be a full-time cleaner, guest texter, or firefighter. This episode breaks down how most hosts trap themselves in operations — and how to build systems that finally let you step out and scale up. • Why “hustle” kills long-term growth • The systems that keep your business running without you • How to delegate witho…

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310 · Dr. Efrat Levy - Fingerprinting the Big Players: Inside the Hidden Order Flow 1:36:12

1M ago1:36:12

1:36:12

Dr. Efrat t Levy is a cybersecurity expert with a PhD in Computer Science and AI from Ben-Gurion University—one of Israel’s top tech institutions. After years studying how to detect hackers through side-channel signals, she applied the same logic to trading. In this conversation, Dr. Levy explains how she uses machine learning to map non-repainting…

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Airbnb Just Rolled Out New Updates — Here’s What It Means for Hosts | The STR Scale Show with Mike Reilly | Ep 30 26:33

30d ago26:33

26:33

The latest Airbnb updates are already shaking the market. From the new pricing structure to changes in visibility and payout logic, this episode breaks down what’s changed — and how hosts can respond before profits vanish. We cover: • Airbnb’s latest Q4 update and what it really means • Why “Buy Now, Pay Later” hurts your revenue • The 18% gap betw…

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AI Meets Bitcoin in Singapore — and Why the U.S. Is Back in the Game with Jesse Darnell 16:03

1M ago16:03

16:03

The U.S. crypto scene is finally waking up. After years of regulatory uncertainty and innovation flight, the winds are shifting. Charlie Shrem sits down with Jesse Darnell, former Marine and founder of ADVXNCE Protocol, fresh off Token2049 in Singapore, to talk about why global builders are suddenly turning their eyes back to America. They dive int…

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TCW’s Horton on Transforming Legacy Industries 40:23

28d ago40:23

40:23

AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Eli Horton…

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A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42 1:01:42

1M ago1:01:42

1:01:42

We’re proud to release this week’s special episode, an interview with our wonderful guest, Gautam Baid. Gautam is a CFA charterholder and the author of the international best-seller, The Joys of Compounding, a book that was shortlisted in the Berkshire Hathaway selection of 2025. Gautam is also the Managing Partner of Stellar Wealth Partners India …

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Ep 265 - Airbnb’s New Updates Are Quietly Killing Host Profits 24:21

26d ago24:21

24:21

Airbnb just rolled out updates that change everything for hosts. From hidden pricing shifts to the new “Buy Now, Pay Later” feature — this episode breaks down what’s happening behind the scenes and how it impacts your bottom line. • Airbnb’s latest update — and what it really means for hosts • The 18% pricing gap no one saw coming • Why “Buy Now, P…

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SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle 1:05:35

28d ago1:05:35

1:05:35

Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substack, SuperSpiked, explaining that the branding harkens back to the 2004 call for a super cycle, though the current framework emphasizes multi-year "super…

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309 · Diego Ivan Cortes Lopez - Winning Through Losing: When 30% Is Enough 1:03:10

1M ago1:03:10

1:03:10

How a trader from Dallas built consistency—and a simple lifestyle of freedom in Southeast Asia—with a 30% win rate. Diego Ivan Cortes Lopez grew up chasing perfection on the tennis court, where winning came naturally, but it was trading that taught him how to win by losing. After years of trial, error, and a six-figure setback, studying the methods…

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The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41 29:51

1M ago29:51

29:51

We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform. Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, s…

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Ep 264 - The Truth About STR Investing Abroad with Fabio Moro 32:59

1M ago32:59

32:59

Everyone wants a piece of the global STR market — but most will lose money doing it. Fabio Moro reveals the brutal truths of running short-term rentals in Italy, and what it really takes to survive in a shifting STR landscape. • Why most foreign investors get crushed in Italy • The systems you must have to manage remotely • What happens when the ST…

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Trading Games 1:05:58

1M ago1:05:58

1:05:58

Kris Abdelmessih writes the Moontower newsletter which is required reading for any edge seeking generalist who wants to learn about the world of volatility. Kris got his start as a trader over 20 years ago with Susquehanna. He talks about getting the job, SIG’s training program, and the “degenerate atmosphere.” Kris also talks about his career wher…

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Why Bitcoin’s Biggest Threat- and Opportunity Might- Come from Quantum Physics 19:50

2M ago19:50

19:50

“Quantum computing is taking the laws of nature — light, heat, entanglement — and turning them into a new kind of computer. When that happens, the way we think about Bitcoin’s security will have to change forever.” — Charlie Shrem This week on The Charlie Shrem Show, we go deep into the strangest frontier yet: the intersection of Bitcoin, cryptogra…

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GQG Partners’ Sid Jain on Forward-Looking Quality 25:39

2M ago25:39

25:39

High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Christopher Cain, US quantitative strategist at BI, speak with Sid Jain, deputy portfolio…

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Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40 26:48

2M ago26:48

26:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including multiple…

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Ep 263 - Redefining STR Leadership and Setting the Industry Standard with Sief Khafagi 42:59

2M ago42:59

42:59

Sief Khafagi didn’t just build a business—he built a standard. In this episode, he reveals how leadership, culture, and vision turned TechVestor into one of the most respected brands in STR investing. • How leadership shapes the future of the STR industry • Building a culture that scales with integrity and precision • Setting new standards for qual…