It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defensive tra ... Show More
Nov 21
Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
<p>Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC ... Show More
44m 18s
Nov 18
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
<p>On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential ... Show More
55m 48s
Aug 2024
Corporate America buys the dip
<p>Equity markets rebounded strongly last week, driven by tame inflation data, stabilising macro data, and solid earnings. Quant funds are expected to rebuild their positions, and corporate America is buying the dip, with record orders for share buybacks. And Mensur Pocinci, Head ... Show More
14m 5s
May 2025
It’s not about picking stocks it’s about building habits
In this episode of Trader Talk, Kenny Polcari talks with Brandon Krieg, co-founder of Stash, about how fintech is changing the way everyday Americans invest. Krieg explains how tools like fractional shares, automated savings, and personalized portfolios help new investors build l ... Show More
24m 41s
Mar 2022
Russia-Ukraine Effect, Market Volatility, $130 Crude, Buffett Buys OXY But Icahn Sells, Bed Bath and Beyond Soars and the NYSE's President On Halting Trading in Russian Stocks.
Carl Quintanilla, David Faber and Morgan Brennan kicked off a new week of trading by focusing on market volatility as the Russia-Ukraine conflict intensifies. WTI Crude briefly surpassed $130 per barrel and the average price of U.S. gasoline topped $4 a gallon -- both for the fir ... Show More
42m 55s
Oct 2024
MM 228: The Keys to Build Wealth
<p>In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming the ... Show More
2h 6m
Sep 2020
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/ </a></p>
... Show More
59m 19s