Podcast Episodes
Back to SearchAlpha Exchange 250th Episode: A Retrospective
Episode 250
Welcome to Episode 250 of the Alpha Exchange. To celebrate the milestone, I asked my dear friend, Jon Kalikow, to host the conversation, switching se…
4 hours ago
The Shock Heard ‘Round the World: US Government Bonds
Episode 249
The “risk-free” rate figures prominently in how we’ve all been taught the foundations of finance. To price a security, start with the asset that is t…
2 days, 7 hours ago
Kris Abdelmessih, Co-Founder, Moontower.ai
Episode 248
Kris Abdelmessih, author of the MoonTower Substack and founder of the options analytics firm MoonTower.ai., has spent years thinking about option pri…
2 weeks, 6 days ago
Zach Buchwald, Chairman and CEO, Russell Investments
Episode 247
As Chairman and CEO, Zach Buchwald leads Russell Investments, a firm overseeing $370bln in client assets and celebrating its 90th anniversary in prov…
3 weeks, 3 days ago
Alberto Gallo, Founder and Chief Investment Officer, Andromeda Capital Management
Episode 246
Amidst these very uncertain times in the economy, geopolitics, and asset prices, it was excellent to welcome Alberto Gallo, founder and CIO of Androm…
4 weeks, 1 day ago
Michael Contopoulos, Deputy Chief Investment Officer, Richard Bernstein Advisors
Episode 245
With early exposure to Paul Tudor Jones and then stints on the sell-side in credit research, Michael Contopoulos is now Deputy CIO of Richard Bernste…
1 month, 2 weeks ago
Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
Episode 244
It was a pleasure to welcome Louis Gave, the Founding Partner and CEO of Gavekal, back to the Alpha Exchange. Our discussion centers on what he descr…
1 month, 4 weeks ago
Libby Cantrill, Head of Public Policy, PIMCO
Episode 243
It is busy time, to say the least, for Libby Cantrill, Head of Public Policy at PIMCO. Today’s markets are grappling with vast uncertainties…in US fi…
2 months ago
GME 5 Years Later…Lessons and Threats
Episode 242
Five years ago, on January 27th, 2021, the frenzied buying and speculation in Gamestop hit its apex. In this short podcast, I look back on one of the…
2 months ago
Alex Urdea, Founder and CIO, Deep Ocean Partners
Episode 241
It was a pleasure to welcome Alex Urdea, Founder and CIO of Deep Ocean Partners to the Alpha Exchange. Alex traces his career from credit derivatives…
2 months, 1 week ago