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James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths
Episode 53
This episode is sponsored by Masterworks.
James Aitken is the Founder and Managing Partner of Aitken Advisors, a research boutique for institutional …
5 years, 1 month ago
Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil
Episode 52
Peter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused private equity fir…
5 years, 1 month ago
Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles
Episode 51
This episode is sponsored by Masterworks.
Ciamac is Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Bu…
5 years, 1 month ago
Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government
Episode 50
Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss:
The implications o…5 years, 1 month ago
Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management
Episode 49
Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell'sche Bank (FCB) in Germany. FCB was founded in 1774 and is …
5 years, 2 months ago
Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar
Episode 48
Jon is the author of the widely followed Cheap Convexity blog and always has excellent insights on Fed policy, rates markets and the dollar. In this …
5 years, 2 months ago
Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance
Episode 47
This episode is supported by private equity platform Moonfare.
Barry Eichengreen is one of the leading thinkers on international economics and exchan…
5 years, 2 months ago
Eli Dourado on the Key Tech Breakthroughs For the 2020s
Episode 46
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and Opportunity at Utah Sta…
5 years, 2 months ago
12 Investment Ideas For 2021 From Our Listeners
Episode 45
Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from…
5 years, 2 months ago
Michael Auerbach On Launching A Cannabis SPAC With Jay-Z
Episode 44
Michael Auerbach is the Founder of Subversive Capital, which is dedicated to investing in radical companies. He sits on the Board of Directors of T…
5 years, 3 months ago