David Trainer of New Constructs said that the Spotify initial public offering is dangerous out of the box, as the popular service is likely to be valued based more on how much people like it than on any realistic view of its fundamentals or the stiff competition it faces. Also, Mike Brown of LendEDU talks about what people say they would do with a financial ... Show More
Yesterday
ProShares' Hyman: Recession is unlikely, but so are big gains from here
Simeon Hyman, global investment strategist at ProShares, says that with inflation running above the Federal Reserve's targets — forcing both the Fed funds 10-year Treasury rates higher — there's room for the Fed to cut rates but not much room for the market to respond to it. As a ... Show More
1h 2m
Aug 25
Touchstone's Thomas: Solid earnings, but slower growth, will slow the market's progress
Crit Thomas, global market strategist at Touchstone Investments says the market can move higher — though with a path that is more bumpy — and the economy can avoid recession, but he also notes that the market is particularly hard to read because current conditions are dramaticall ... Show More
58m 55s
Aug 21
Veteran journalist says 'The Magnificent Seven is over'
Financial journalist Allan Sloan, a seven-time winner of business journalism's highest honor, the Loeb Award, says in his latest piece for Barron's that no investment strategy works forever, and that time is now up on the Magnificent Seven stocks. Sloan notes that during the firs ... Show More
1h 1m
Feb 2025
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott Asset Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist investing ... Show More
38m 39s
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against t ... Show More
57m 56s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t impre ... Show More
54m 12s
Mar 2022
Why is intraday trading so hard, Where is the ES liquidity, and When are most market moves happening (overnight), with Deepfield’s CEO, Bastian Bolesta
Who in the right mind would choose to make a living day trading stock index futures? It must be one of the most competitive, most challenging arenas out there with HFT and 10s of billions of dollars in quant strategies chasing alpha. In this week's episode, we're chatting up the ... Show More
1h 33m
May 5
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building bus ... Show More
51m 6s
Feb 2025
166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy
In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford. I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 198 ... Show More
1h 14m