MBA News, Experts, & Handicapping Your MBA Odds With Editor-In-Chief John A. Byrne https://poetsandquants.com/
…
continue reading
Quant Podcasts
The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
…
continue reading
Created by Professor Patrick Zoro The podcast aims to capture the latest trends in Data analytics, Asset Management, Blockchain, Risk Management. Patrick Zoro is also the program manager of the Master of Financial Engineering program at Lehigh University https://cbe.lehigh.edu/academics/graduate/master-analytical-finance
…
continue reading
Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate t ...
…
continue reading
Tecnología vista con una perspectiva de negocio
…
continue reading
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
…
continue reading
Empowering Sexual Health Through Art
…
continue reading
When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
…
continue reading
Explore the minds of fascinating specialists ranging from mathematics, physics, web3, cybersecurity, HFT/MEV, startup founders, investigators and so many more. Every episode will give you a glimpse into the unknown unknowns. Enjoy your stay, anon. Keywords: mathematics, math, physics, biology, chemistry, solo auditor, public auditing platforms, private audits, scalability, freedom, Scraping Bits podcast, blockchain technology, audit industry, flashbots, reverse engineering, cybersecurity, in ...
…
continue reading
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
…
continue reading
I speak about bitcoin eth cryptocurrency forex technolog for algo trading. Complete educational and data driven membership site. Join by getting our Trade Like a Boss books http://quantlabs.net/
…
continue reading
Maverick Actuary is a transformational, multi platform content community founded by Dominic Lee in 2021 with the mission of maximizing the impact and value of quant professionals (numbers people) on a global scale. Live With The Maverick is a weekly interview series, hosted by Dominic on Instagram Live. The series features the movers and shakers in actuarial science, risk, and analytics. The overarching goal is to expose quant professionals to individuals who embody the values of Maverick Ac ...
…
continue reading
Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
…
continue reading
Welcome to the Y2Gamers Podcast, a place where two long time friends and gaming rivals co-op and talk about a golden age of gaming, anime, and geek culture at the turn of the millennium. Each week, across the Pacific Ocean, we explore a fun new topic through our unique and wacky vantage points and share plenty of laughs along the way! About the hosts: Ming is a long-time gaming enthusiast with a special love for fighting, racing, and role-playing games. He also loves anime, sci-fi, and all t ...
…
continue reading
Chat With Traders is your key to the minds of trading's elite performers. Start listening to learn how a diverse mix of traders went from zero to hero, how they successfully trade markets today, and get their best tips 'n pointers for profitable performance, plus much more. Note: You are responsible for your own trading decisions—this is not financial advice.
…
continue reading
The Curious Quant series, hosted by Dr Michael Kollo, is a very discussion that explores the role of data, AI and humanity within investing in financial markets. It examines the application of new data and new methodologies has been deployed and considered over the years, including Generative AI. Michael Kollo has a PhD in Finance is from the London School of Economics where he lectured in quantitative finance in addition to Imperial College and at the University of New South Wales. He has c ...
…
continue reading
Discovering the Secrets of Hyper Successful People… Episodes on YouTube, Spotify and more!
…
continue reading
We talk economics and markets with leading policymakers and investors.
…
continue reading
This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
…
continue reading
GMAT news, updates, concepts and lessons in quant and verbal, practice questions, tips, strategy sessions to maximize your score, business school application guidance, veteran speak, success stories. Essentially, all things GMAT and only things GMAT.
…
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
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
…
continue reading
GRE news, updates, concepts and lessons in quant and verbal, word lists, vocabulary improvement, practice questions, tips, strategy sessions to maximize your score. Information on applying to universities abroad, school ranking, business school selection and ranking. Veteran Speak - Success Stories. Podcast destination for all things GRE.
…
continue reading
Tchicaya Ellis Robertson, Ph.D., is a self-proclaimed quant geek with a focus on eXperience measurement. On All Things X, Dr. T explores the study, practice, and measurement of eXperience with academics, practitioners, and insights professionals. Listeners can expect to learn best practices, hear exciting new insights, and/or pick up a few new nuggets about eXperience that they can get really excited about! #AllThingsX
…
continue reading
At 22 I graduated from university and decided to set up a crypto hedge fund. I learned everything by doing and after years of 100-hour weeks, progress started to happen. Fast forward, I am a Forbes 30 Under 30 lister, running one of the largest crypto hedge funds in the world and a frequent speaker at top conferences. I have been featured in Bloomberg, Forbes, and many other leading news media outlets. In this podcast, I speak with some of the world's most successful hedge fund managers, inv ...
…
continue reading
Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
…
continue reading
The Long Now Foundation is a non-profit dedicated to fostering long-term thinking and responsibility. Explore hundreds of lectures and conversations from scientists, historians, artists, entrepreneurs, and more through The Long Now Foundation's award-winning Long Now Talks, started in 02003 by Long Now co-founder Stewart Brand (creator of the Whole Earth Catalog). Past speakers include Brian Eno, Neal Stephenson, Jenny Odell, Daniel Kahneman, Suzanne Simard, Jennifer Pahlka, Kim Stanley Robi ...
…
continue reading
The OpenYield Markets Podcast is where industry experts, thought leaders, and innovators come together to discuss the latest trends, challenges, and advancements in the fixed-income market. It provides insightful commentary on financial technology, trading strategies, and market dynamics, offering listeners valuable perspectives on how the landscape is evolving.
…
continue reading
Welcome to The Q Factor, where host Gregg Fisher, Founder and Portfolio Manager of Quent Capital, leads listeners through the rapidly evolving landscape of data-driven leadership and innovation. This award-winning podcast series dives deep into the profound impact of data on every facet of life in the 21st century, navigating the intricate intersection of data and humanity. In every episode, Fisher engages with business luminaries and thought leaders to explore the delicate balance between t ...
…
continue reading
This podcast is dedicated to providing listeners with valuable pearls of wisdom related to nursing research and evidence-based practice. The channel will feature co-hosted podcasts from undergraduate nursing research students who are presenting evidence-based practice projects, as well as nursing research tips and pointers from an experienced nurse researcher and educator. Interested audiences may include practicing nurses of any level, nurse researchers, PhD students, BSN students, RN-BSN s ...
…
continue reading
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
…
continue reading
Henri Arslanian brings you in-depth discussions and constructive analyses of the developments shaping the future of money and finance from Bitcoin and cryptocurrencies to CBDCs and DeFi
…
continue reading
Adam H Grimes, of Talon Advisors and MarketLifeTrading, is a best-selling trading author, blogger, musician, wandering chef, and all-around trouble-seeker. In this podcast, he shares his thoughts on trading and investing. Whether you trade stocks, currencies, or commodity futures, are a daytrader or long-term investor, focus on fundamental or technical analysis, are a quant or a discretionary trader--there's something here for you. Adam will draw from a wide range of experiences and perspect ...
…
continue reading
1
2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets
Societe Generale | Podcast about economy, market trends and sustainability
9
49
Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG. Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an exploration of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets. In each episode, Kokou deep-dives into the events impacting the econom ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Learn how to build a mission-driven machine learning company from the innovators and entrepreneurs who are leading the way. A weekly show about the intersection of ML and business – particularly startups. We discuss the challenges and best practices for working with data, mitigating bias, dealing with regulatory processes, collaborating across disciplines, recruiting and onboarding, maximizing impact, and more.
…
continue reading
Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
…
continue reading
Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
…
continue reading
Reflections of institutional investing
…
continue reading
Let's explore the topics in User Experience Research that people don't discuss enough.
…
continue reading
Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
…
continue reading
Quantitative Insights discusses topics related to quantitative market neutral investing in Asia Pacific Equity Markets. Greenwich Quantitative Research is an Asia Pacific focused Quantitative Equity Market Neutral Fund.
…
continue reading
Rodney and Nadia share their insights on various topics ranging from pop culture to parenting.
…
continue reading
Question Authority helps DTC brands and marketers absorb best practices (or break bad habits) in the art & science of questions... be it zero-party data, the qualitative layer, ethnography, surveys, behavioral science, or other types of market research. Powered by Fairing (formerly EnquireLabs): zero-party data at speed & scale for Ecommerce brands.
…
continue reading
1
The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
55:42
55:42
Play later
Play later
Lists
Like
Liked
55:42
In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning. But instead of leaning into the usual doom-and-gloom narrative, they unpack the misunderstood lessons at the heart of Howe’s generational theory. From inflation and lea…
…
continue reading
1
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
1:25:01
1:25:01
Play later
Play later
Lists
Like
Liked
1:25:01
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension between risk and behavioral explanations in finance. From his formative years at the University of Chicago under Gene Fama to building AQR into a quant pow…
…
continue reading
1
Trump's DEI War Causes UT McCombs To Walk From The Consortium
21:41
21:41
Play later
Play later
Lists
Like
Liked
21:41
Will other business schools and corporate partners follow? We discussBy Poets&Quants
…
continue reading
Welcome to Season 8 of Talking Tuesdays with Fancy Quant! This season I will bring in more guest speakers from the quantitative finance community to talk about data, business, math, stats, and their journey's through life. OVVO Labs is a proud sponsor of Talking Tuesday with Fancy Quant! www.OVVOLabs.com Support the show…
…
continue reading
1
A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant?
7:58
7:58
Play later
Play later
Lists
Like
Liked
7:58
With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of our series on quant investing, Harald Lohre discusses the human side of quant. Why, for example, is creativity important in such a data-driven and systematic field? What makes for good quant researchers at Robeco? Ar…
…
continue reading
1
International Student Networking for Quant Jobs in the U.S
46:36
46:36
Play later
Play later
Lists
Like
Liked
46:36
In this insightful episode, I sit down with Edson Bope, a master’s student from Zimbabwe studying Financial Engineering in Pennsylvania, who shares his journey navigating the competitive U.S. job market in search of quantitative finance roles.Edson opens up about the unique challenges international students face, from visa constraints to cultural d…
…
continue reading
1
#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
41:25
41:25
Play later
Play later
Lists
Like
Liked
41:25
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss: Core tenets of their approach to crypto investing Trend following and yield farming in crypto Their approac…
…
continue reading
1
Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
29:46
29:46
Play later
Play later
Lists
Like
Liked
29:46
Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means different things in different contexts. In this live episode, recorded at the Bloomberg Equity Intelligence Summit on June 12, we speak again with Giuse…
…
continue reading
1
"A billion dollar notional trade in a day." | Quant Finance, Options and Hedging | Mr Rishi Kohli
1:04:54
1:04:54
Play later
Play later
Lists
Like
Liked
1:04:54
Join us for a power-packed episode featuring Mr. Rishi Kohli — one of the most influential figures in India’s quantitative investing landscape! With over 21 years of experience across both the buy-side and sell-side of Indian financial markets, Mr. Kohli currently serves as the Managing Partner & CIO of Hedge Fund Strategies at InCred Alternatives.…
…
continue reading
1
Why US Banks Are Trying to Turn Themselves Into Super Apps
54:55
54:55
Play later
Play later
Lists
Like
Liked
54:55
Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in the aftermath of the 2008 financial crisis. In this episode, we speak with him about the current status of the CFPB under the Trump administration, and Rohit's experience while working at the bureau, including decisions made by regulators during the …
…
continue reading
1
The Big Shift: India's Financial Future & Your Portfolio | Anupam Gupta
40:12
40:12
Play later
Play later
Lists
Like
Liked
40:12
Hey everyone! Anupam Gupta is back with an exclusive conversation with Sandip Raichura, a key figure at PL Capital, a firm with a storied history spanning over 80 years in Indian finance. Get ready to unlock the secrets to India's burgeoning wealth creation! We're going deep into the transformative journey of India's equity culture, driven by innov…
…
continue reading
1
Decoding Quality: What Investors Need to Know
15:49
15:49
Play later
Play later
Lists
Like
Liked
15:49
In this episode, Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, joins us to explore the concept of "quality" in stocks. We discuss how quality is defined, the key metrics used to identify high-quality companies, and common misconceptions surrounding the term. Indicators such as high profitability, strong interest coverage ratio…
…
continue reading
1
SI356: The Anatomy of a CTA Recovery ft. Katy Kaminski
1:03:48
1:03:48
Play later
Play later
Lists
Like
Liked
1:03:48
Katy Kaminski returns to examine a moment in trend following that feels familiar... but isn’t. Drawing on new research, she and Niels explore how drawdowns resolve, why recovery is faster when markets break, and slower when they don’t, and what that asymmetry reveals about the current cycle. They unpack copper’s historic 1-day move, the role of Chi…
…
continue reading
1
Episode 5: The Vince Lombardi of Credit | Kevin Lynyak on Market Structure, SMAs & Fed Policy
24:03
24:03
Play later
Play later
Lists
Like
Liked
24:03
In this episode of The OpenYield Markets Podcast, host Mark Hebert sits down with Kevin Lynyak, a 20-year Morgan Stanley veteran as well as Managing Director and portfolio manager for taxable strategies on Parametric’s fixed income team. Dubbed “The Vince Lombardi of Credit,” Kevin shares lessons from a career spanning crisis-era trading, market st…
…
continue reading
1
What NYC's Most Powerful CEOs Think About Zohran Mamdani
44:19
44:19
Play later
Play later
Lists
Like
Liked
44:19
When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top business leaders experienced a bout of hysteria. That's according to Kathy Wylde, the president and CEO of the non-profit organization the Partnership for New York City. Founded in 1979, the organization assembles the CEOs of some of the biggest employe…
…
continue reading
1
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
1:04:10
1:04:10
Play later
Play later
Lists
Like
Liked
1:04:10
Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a background in quantum computing and computational physics, he applies the scientific rigor of a physicist to studying human percep…
…
continue reading
1
Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Technologies
26:52
26:52
Play later
Play later
Lists
Like
Liked
26:52
My chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a …
…
continue reading
1
How a Geopolitical Analyst Predicts the Outcome of War
44:29
44:29
Play later
Play later
Lists
Like
Liked
44:29
For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious reasons. When war breaks out, it's crucial to have some kind of understanding of what it will mean for various markets (such as oil or grain) and how long the conflict can persist. But is there any way to analyze these things scientifically? Many pe…
…
continue reading
1
Brand building matters in crypto — OKX bets on trust, design and culture with Haider Rafique
7:21
7:21
Play later
Play later
Lists
Like
Liked
7:21
My Interview with Haider Rafique, CMO, OKX at #token2049 Why the crypto industry must call out bad behaviour to move from the wild wild West to the middle mile West OKX’s pivot from centralised exchange to Web3 wallet and why product design and self-custody matter The role of storytelling in rebuilding crypto’s reputation after scandals like FTX Wh…
…
continue reading
1
Luke Gromen: Black Diamond Markets & The Avalanche of Worry
43:26
43:26
Play later
Play later
Lists
Like
Liked
43:26
In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benef…
…
continue reading
1
ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh
1:04:30
1:04:30
Play later
Play later
Lists
Like
Liked
1:04:30
Cian Walsh, Head of Hedge Funds and Private Debt at Formue, joins Alan Dunne to explore what it means to allocate capital when the macro regime, client expectations, and the structure of markets are all in flux. He explains why the 60/40 model obscures more than it reveals, how he is adapting institutional frameworks for thousands of private client…
…
continue reading
1
The long, hot AI summer (part 1/3) – AI milestones
25:20
25:20
Play later
Play later
Lists
Like
Liked
25:20
In the first podcast of our AI summer course, we trace AI’s journey from academic experiments to becoming a core driver of alpha in Robeco’s flagship quant strategies. This episode highlights key breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today…
…
continue reading
1
Find it Like a Pro: Smart Searching for EBP Evidence
24:32
24:32
Play later
Play later
Lists
Like
Liked
24:32
Struggling to find the right research for your evidence-based practice project? In this episode, we break down exactly how to search smarter, not harder. Learn how to pull key terms from your PICO question, avoid common pitfalls (like Google Scholar rabbit holes), and evaluate whether what you’ve found actually fits your clinical question. We also …
…
continue reading
1
#257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal
39:21
39:21
Play later
Play later
Lists
Like
Liked
39:21
On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss: What is a crypto treasury company…
…
continue reading
1
How You Get and Actually Keep a Job at a Multi-Strat Hedge Fund
45:11
45:11
Play later
Play later
Lists
Like
Liked
45:11
Multi-strategy hedge funds, composed of lots of individual portfolio managers, have seen assets under management boom in recent years, thanks to astonishingly consistent returns throughout the cycle. If you're one of the PMs, the money can be incredibly lucrative. But job security is fickle, and it's easy to lose your place on the team. So how do y…
…
continue reading
1
Beyond Hospitals: How Home Healthcare is Reshaping Indian Medical Care
36:14
36:14
Play later
Play later
Lists
Like
Liked
36:14
Explore the future of healthcare in India with Vishal Lathwal, CEO of Apollo HomeCare. Uncover the booming Indian home healthcare market (projected to hit USD 64.4 Billion by 2033), a vital solution for hospital bed burden and high costs. Learn how Apollo HomeCare delivers integrated home healthcare services, including skilled nursing care, physiot…
…
continue reading
1
A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World
38:32
38:32
Play later
Play later
Lists
Like
Liked
38:32
In this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve's potential actions, inflation trends, and the housing market outlook. Jake shares his insights on how uncertainty over the past six months has affected consumer behavior, housing, and labor markets. He …
…
continue reading
1
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
59:43
59:43
Play later
Play later
Lists
Like
Liked
59:43
In this episode, we highlight the biggest lessons from our Excess Returns interview with renowned strategist Richard Bernstein. We explore the paradox of today’s markets: why they feel easy, and what hard truths may be hiding beneath the surface. From the risks of narrow market leadership to the role of structural flows and investor complacency, Ri…
…
continue reading
1
Emily Sundberg on How Nobody Is Coming to Save Gen Z
20:33
20:33
Play later
Play later
Lists
Like
Liked
20:33
What do young professionals in New York City actually think about money and capitalism? According to our guest Emily Sundberg, creator of the Feed Me newsletter, there is a foreboding sense that nobody is coming to save them. End times are coming. AI will take all the jobs. There's a limited time to "secure the bag." In this live episode, recorded …
…
continue reading
1
SI355: Drawdowns Don’t Lie, But They May Mislead ft. Alan Dunne
45:57
45:57
Play later
Play later
Lists
Like
Liked
45:57
Markets have recovered fast - maybe too fast. Alan and Niels unpack what sits beneath the surface: a bond market brushing off record deficits, volatility draining from asset prices, and trend followers caught between sharp reversals and shrinking conviction. They explore how sentiment, structure, and speed are shaping today’s trading environment, a…
…
continue reading
1
Nassim Taleb on Living a Good Life in an Age of Volatility
23:40
23:40
Play later
Play later
Lists
Like
Liked
23:40
Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are ongoing. Politics is erratic. Markets are scrambling everyone's brains. So how should we live and feel good? How should we think about the world around us, and the various perceived risks out there. In yet another episode from our live Odd Lots special…
…
continue reading
1
Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
46:30
46:30
Play later
Play later
Lists
Like
Liked
46:30
Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college i…
…
continue reading
1
Charlie McElligott on How Long the Stock Market Rally Can Go
24:19
24:19
Play later
Play later
Lists
Like
Liked
24:19
Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's history. Since then, however, we're basically back to all-time highs and things have been pretty calm in the market. On this episode, recorded live onstage at our June 26 event in New York, we speak to Nomura cross-asset strategist Charlie McElligott, a…
…
continue reading
1
How To Express Your Career Goals On An MBA Application
22:27
22:27
Play later
Play later
Lists
Like
Liked
22:27
Caroline, Maria and John on what you need to know to make the best impressionBy Poets&Quants
…
continue reading
1
Adam Parker: Margin Expansion = Multiple Expansion
36:27
36:27
Play later
Play later
Lists
Like
Liked
36:27
Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research. They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides i…
…
continue reading
1
The Greatest Ever Panel on the World's Most Important Market
29:07
29:07
Play later
Play later
Lists
Like
Liked
29:07
Okay, that's quite a title but we think it's justified! In this special episode — recorded live onstage at our June 26 event in New York City — we bring together some of the best thinkers we know when it comes to the US Treasury market. US government bonds form the backbone of global financial markets, and are the "risk-free" rate to which all othe…
…
continue reading
1
OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar
1:09:02
1:09:02
Play later
Play later
Lists
Like
Liked
1:09:02
In this episode, Moritz Seibert speaks with Asim Ghaffar, the founder and CIO of AG Capital, a Boston-based macro hedge fund. Asim explains why he believes insourcing rather than outsourcing the organizational processes of running a hedge fund business is critical and how it can add long-term value to the business. He also describes why sales and b…
…
continue reading
What makes a great evidence-based practice (EBP) question? In this episode, we break down the difference between background and foreground questions, walk through the PICO and PIO frameworks, and tackle the most common mistakes students and clinicians make when developing clinical questions. Whether you're just starting out or want to sharpen your …
…
continue reading
1
Robinhood's CEO on the Plan to Tokenize Everything
56:26
56:26
Play later
Play later
Lists
Like
Liked
56:26
Robinhood, the company known for first introducing commission-free trading, has now become a behemoth with all kinds of different business lines including credit cards, savings vehicles, crypto, and wealth management. This week it's announced further expansion with news that it's launching its own chain, as well as tokenized stock trading (that for…
…
continue reading
1
302 · Dylan Maltman - Go Where Orders Flow
1:13:51
1:13:51
Play later
Play later
Lists
Like
Liked
1:13:51
Dylan Maltman, an intraday futures and forex trader and founder of Apex Capital, must have had exceptional clarity starting at a young age. Introduced to the markets in a high school presentation by a prop firm, Dylan caught the passion for the potential of the markets and persuaded his way into a position at the firm. Learning about back testing, …
…
continue reading
1
QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
51:34
51:34
Play later
Play later
Lists
Like
Liked
51:34
Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Matt Zeigler dive into 11 controversial investing takes—from QE and technical analysis to macro obsession and fee structures. You’ll hear nuanced perspec…
…
continue reading
1
Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20
For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buying Bitcoin, and then raised money to buy more Bitcoin, and the stock has done phenomenally well, despite the company not doing much else beside holding Bitcoin. But now it has spawned numerous copycats all doing the same thing. But the question is why…
…
continue reading
1
PMS Masterclass: Finding Multi-Baggers in India's Small & Mid-Cap Stocks
32:55
32:55
Play later
Play later
Lists
Like
Liked
32:55
Ready to elevate your equity investment strategy? Join Sheetal Malpani, CIO of Tamohara Investment Managers, as he demystifies Portfolio Management Services (PMS). Explore the benefits of PMS, including customized portfolios and the pursuit of alpha returns, compared to traditional mutual funds. Gain a fresh perspective on the Indian stock market's…
…
continue reading
In this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The conversation touches on various broad topics including automakers, EVs, politics, infrastructure, energy usage, and technology. The discussion highlights Tesla's transformation of the auto industry an…
…
continue reading
