Fool School: Can You Beat the Big Guys?
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Explore "investment strategies" with insightful episodes like "Fool School: Can You Beat the Big Guys?", "Fake $30 Billion Fraud Found Guilty! - Patrick Bet David On FTX Collapse & Upcoming Market Crash", "A finance fright fest", "The increasingly odd bond market" and "Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]" from podcasts like ""Motley Fool Money", "Impact Theory with Tom Bilyeu", "The Indicator from Planet Money", "Unhedged" and "Invest Like the Best with Patrick O'Shaughnessy"" and more!
The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our previous long on Three Arrows Capital and go long the Japanese yen.
Links:
Please join the FT and Nikkei for a webinar on the revival of the Japanese stock market on Wednesday October 11 at 14:00 London time: japanesestockmarketrevival.live.ft.com
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Read a transcript of this episode on FT.com
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Wall Street's analytics and technology are evolving at a record pace. What are the roles of quantitative models, and AI in the financial services industry today? What does it mean to be a "quant", what is a "quant fund", and what quantitative skills are required for someone starting their career on Wall Street today? Will AI and algorithms help us become smarter, or send the best and brightest to the sidelines? We explore these questions and more with Professor Harry Mamaysky of Columbia University who is the co-founder of Quant Street.
Dr. Harry Mamaysky is a partner at QuantStreet Capital, which offers investing and portfolio management services to individuals, family offices, and businesses. Harry is also a Professor at Columbia Business School, where he is the Director of the Program for Financial Studies. Harry’s research focuses on the application of natural language processing and machine learning techniques to investing. Harry is a frequent industry and academic speaker. Prior to his time at Columbia, Harry spent many years in finance practice, rising to the position of senior portfolio manager at Citigroup, where he also served on the firm’s Risk Executive Committee. Harry was a professor at the Yale School of Management, which he joined after earning his PhD in Finance from the Massachusetts Institute of Technology. He holds BS and MS degrees in computer science and a BA in economics from Brown University.
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Stock markets go up because companies grow their earnings over the long term. But this year, the S&P 500 is rallying despite stocks reporting their third straight quarter of falling profits. Has the market just not noticed?
We discuss whether an earnings recession should worry us and if it’s about to turn around.
And in today’s Dumb Question of the Week: Are share buybacks equivalent to dividends?
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
Your morning briefing. The news you need in just 15 minutes.
On today's podcast:
1) Benjamin Netanyahu weights in on the Judiciary and Geopolitics in an exclusive Interview
2) Americans weigh in on Former President Trump's post-election actions
3) Fed Officials Appear Divided on Rate Hikes
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Today’s show:
VenturusAI founder Emanuel Ciciu joins Jason as he dives into the origin story of his new startup before talking about building vertical AI solutions (1:30). Then Blackbird VC's Samantha Wong gives a presentation at Angel Summit about identifying soon-to-explode startup markets (41:53).
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(0:00) Emanuel joins Jason
(1:30) VenturusAI origin story
(5:20) The evolution of prompt engineering
(9:09) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:23) The true cost of building on top of a LLM
(12:56) Building vertical AI solutions
(18:15) VenturusAI demo
(23:36) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(24:42) VenturusAI path to 100 customers
(29:51) Next steps for VenturusAI
(35:40) Jason places a bet
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(41:53) Blackbird VC's Samantha Wong on identifying soon-to-explode startup markets at Angel Summit
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The stock market has been on a tear, with the S&P 500 up more than 15% since its October lows.
But is the rally supported by the fundamentals? Or is it about to go into reverse?
Do company earnings and valuations justify the buoyant market? Or is it driven by hype around artificial intelligence?
And in today’s Dumb Question of the Week: Has TINA turned into TARA?
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
Your morning briefing. The news you need in just 15 minutes.
On today's podcast:
1) The latest on the Louisville Shooting
2) President Biden Heads to Northern Ireland
3) U.S. Deals with serious intelligence breach
See omnystudio.com/listener for privacy information.
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--- Support this podcast: https://podcasters.spotify.com/pod/show/pbdpodcast/support(0:00) Bestie intro!
(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
(17:52) Interest rates impact on mega-cap company creation
(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
(1:02:33) Adani's potential fraud, role of short sellers
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Referenced in the show:
https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market
https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
https://fred.stlouisfed.org/series/CIVPART
https://www.ustreasuryyieldcurve.com
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://www.google.com/finance/quote/META:NASDAQ
https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10
https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
https://twitter.com/tomloverro/status/1620466827519496194
https://twitter.com/msuster/status/1620653106387386368
https://twitter.com/gradypb/status/1620937502248034304
https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital
https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y
https://hindenburgresearch.com/adani
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