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
KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal
Brendan Ahern, chief investment officer at KraneShares and the author of the China Last Night blog, says that the government of China is "doing the things that Trump wants them to be doing" for domestic policy purposes, which is why he sees the signs of a U.S.-China trade deal in ... Show More
59m 34s
Jul 8
Sage's Williams: Worst case is off the table, but the market has potholes ahead
Rob Williams, chief investment strategist at Sage Advisory Services, says the economy and market have moved off of potential worst-case scenarios into "this manageable camp," where it must get through potholes and uncertainty as the economy "flirts with stall speed" in growth. St ... Show More
59m 32s
Jul 7
Ritholtz's Maggiulli on the problem with fast recoveries, diversification and more
Nick Maggiulli, chief operating officer at Ritholtz Wealth Management — the author of the "Of Dollars and Data" blog — says that while recoveries can happen faster now than in the past due to advances in technology and information, investors who always expect the market to bounce ... Show More
58m 45s
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
Feb 2025
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from ... Show More
33m 18s