In episode 284, we welcome our guest, Michael Gayed, a Portfolio Manager at Toroso Investments, where he runs two tactical, risk-on, risk-off strategies. He’s also the publisher of the Lead-Lag Report.
In today’s episode we’re talking about how to use indicators to decide when to go risk-on, risk-off. Michael explains how he came to focus on risk management ... Show More
Yesterday
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment o ... Show More
49m 55s
Jul 4
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episod ... Show More
1h 27m
Jun 27
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor ... Show More
1h 14m
Apr 2022
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF s ... Show More
1h 17m
Nov 2022
Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]
My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ... Show More
1h 21m
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 56m
Jul 2021
AAM's Colyer: 'Don't fight the Fed' now means 'Let it ride'
Scott Colyer, chief executive officer at Advisors Asset Management, says that for all the talk that the Federal Reserve has started talking about hiking interest rates, he doesn't see it happening until 2022 or beyond, and that means that investors don't have to change strategies ... Show More
1 h
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 20m
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m