Yesterday

NEOCLOUDS EXPLAINED: Your ULTIMATE Guide to AI’s Least Understood Business

Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. How do Bitcoin miners end up running the infrastructure behind AI? This week we break down neoclouds like CoreWeave, Nebius, and Lambda. ... Show More

35m 57s

Oct 1

Is Anthropic's $2 Trillion IPO in Jeopardy? What We Learned from Leaked IPO Prospectus

Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. We're back at the intersection of AI and high finance! Anthropic is reportedly targeting a $2 trillion IPO valuation. So what did Reuters ... Show More

46m 31s

Sep 27

How Nvidia's Recent Acquisition Changes the AI Game Feat. Morgan Stanley's Head of US Thematic Research

Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. NVIDIA just agreed to buy Hugging Face, and the deal won't add a cent to its earnings per share. So why do it? In this episode we dig int ... Show More

59m 43s

Apr 2024

Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]

Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis. We cover Chris's foray into investing in India, the training, temperament, a ... Show More

1h 31m

May 2023

Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang

<p>We consider whether the launch of a few tokenized funds amounts to an interesting experiment on the blockchain or the beginning of a powerful secular trend.</p><p>If you'd like to learn more about the democratization of private equity, I recommend you listen to our interviews ... Show More

21m 2s

Oct 2024

Ep. 118 - Rodrigo Benedetti: Secular Curiosity

You can find Rodrigo on X here. In this conversation, we cover: Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leavin ... Show More

1h 2m

Nov 2023

Ep. 575 How Hedge Funds Are Trading the Crypto Markets

In this episode of Crypto 101 we have Kenny Estes the CEO of Diffuse and an active fund manager. Kenny has over 20 years of experience in the financial services industry and has actively traded crypto since 2017. Diffuse is an alternative fund platform offering differentiated inv ... Show More

21m 46s

Jun 2025

Statement Risk

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More

1h 15m

Jul 2024

Ep. 610 How Hedge Funds Trade Meme Coins & Market Trends

In this episode of Crypto 101, hosts Bryce Paul and Brendan Viehman dive into the evolving landscape of cryptocurrency investment with Rennick Palley, the founding partner of Stratos, an innovative crypto investment firm. Palley shares his journey from traditional finance to cryp ... Show More

46m 33s

Aug 2021

#637 How To Acquire Businesses & Build Wealth w/ Codie Sanchez

Codie Sanchez is a reformed journalist, turned institutional investor to cannabis investor and advisor, to now Founder at Contrarian Thinking and Cofounder of Unconventional Acquisitions. In this conversation, we discuss cash flow, buying businesses, angel investing as a scam, me ... Show More

52m 28s

Jul 2022

S7E19: The PE Fund Turning Impact Investing On Its Head in South Africa

Send us Fan MailLearn about open roles at L.E.K. Consulting: L.E.K. CAREERSBrendan Mullen is the Managing Director of Secha Capital, a Private Equity fund in South Africa. The fund takes a unique hands-on approach to the businesses they invest in through an operator-investor mode ... Show More

37m 26s

Sep 2023

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the su ... Show More

1h 21m

88. Equity Long / Short Hedge Funds 101 ...