Podcast Episodes

The Circus and Animal Spirits; Autonomous Driving; Nvidia + China

Episode 53

00:52 Market Predictions for Next Year

01:19 A Funny Story from the Circus

02:33 Animal Spirits and Market Sentiment

03:46 Twitter Momentum Stocks

04:59 …

1 year, 9 months ago

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Founder Mode & The Mortgage Market

Episode 52

00:25 Meet Vishal Garg: Founder and CEO of Better

01:06 The Zoom Viral Moment: Reflecting on Layoffs

06:59 Negotiating with SoftBank: Insights and Expe…

1 year, 9 months ago

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WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales

Episode 51

00:24 Thanksgiving Reflections and Family Time

00:48 Superman and Modern Heroism

02:08 Comparing Heroes: Superman vs. Modern TV Shows

03:15 The Appeal o…

1 year, 9 months ago

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Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko

Episode 50

00:26 Special Thanksgiving Podcast with Kevin Churko

00:50 Kevin's Journey in the Music Business

03:07 Bitcoin and Vintage Gear

09:30 Challenges in the …

1 year, 9 months ago

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Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning

Episode 49

00:25 Personal Anecdotes and Thanksgiving Plans

01:01 Tax Strategies for the Wealthy

01:57 Upcoming Podcast with Vishal Garg

03:21 Bloomberg Article on …

1 year, 9 months ago

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Crypto Market Heat: Is It Time to Take Profits?

Episode 48

00:26 Crypto Macro Panel Introduction

01:11 Top Concerns in the Crypto Space

03:27 Is the Crypto Market Too Hot?

11:01 Impact of Tariffs on the Digital …

1 year, 9 months ago

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Hedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...

Episode 46

01:02 Deep Dive into Hedge Fund Strategies

06:13 Analyzing Stanley Druckenmiller's Portfolio

09:39 Exploring Financial Sector Investments

13:26 The Druc…

1 year, 10 months ago

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Buffett, Harvard, Tesla and the Nuclear Renaissance

Episode 45

00:26 Election Week Reflections

02:10 Impact of Trump's Victory

04:05 Economic and Market Implications

12:02 The Role of Polls and Media

14:06 Financial …

1 year, 10 months ago

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Election Volatility, US Dollar & Rates, International

Episode 44

00:26 Weekend Highlights and Personal Anecdotes

01:42 Upcoming Events and Market Predictions

02:11 Insights from Money 2020 and Panic Mode

02:51 Electio…

1 year, 10 months ago

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What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park

Episode 43

(00:00) Introduction to Non Consensus Investing
(00:33) Meet Our Special Guest: Jeff Park from Bitwise
(02:11) Diving into Harvard Management Company
(0…

1 year, 11 months ago

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