Guys Being Dudes

In episode 06, recorded Friday, September 28, 2018, Rob and Aaron dive short into stock promotion and a high level breakdown of Brexit negotiations, before finishing with a long chat on the investment holding company you may not have heard of, JAB Holding. Stock promotion: the mad mad world of stock promotions is full of … Continue reading Guys Being Dudes, Ep06: Stock Promotion | Brexit | JAB Holding →

In episode 05, recorded Friday, September 7, 2018, Rob and Aaron dive short into China’s debt and the rise of FAANGs, before finishing with a long chat on recently controversial sports and apparel company Nike (NYSE:NKE) China: growth has been unparalleled for the Middle Kingdom, financed in large part by both traditional debt and more … Continue reading Guys Being Dudes, Ep05: China | FAANGs | NKE →

In episode 04, recorded Friday, August 31, 2018, Rob and Aaron dive short into Argentina’s interest rates and IPOs and capital raises, before finishing with a long chat on American retail fixture Macy’s (NYSE:M) Argentina: why the raising of interest rates didn’t quell markets after the government asked the IMF for an expedited payment, whether … Continue reading Guys Being Dudes, Ep04: Argentina | IPOs | M →

In episode 3, recorded Friday, August 24, 2018, Rob and Aaron welcome Distinguished Teaching Award Recipient Panos Patatoukas, Professor of Accounting and Finance at UC’s Berkeley-Haas School of Business. Financial Education: why it matters, what can be done about it, and whether democratization of finance actually means what we think it means. Valuation: major drivers … Continue reading Guys Being Dudes, Episode 3: Panos Patatoukas on Financial Education and Valuation →

In episode 02, recorded Friday, August 17, 2018, Rob and Aaron dive short into the peak of the S&P 500 and China’s Tencent before finishing with a long chat on possible reporting changes at the SEC. S&P 500: the US economy is humming along, especially compared to other developed and developing nations, yet signs may … Continue reading Guys Being Dudes, Episode 2: S&P 500 | Tencent | The SEC →

Guys Being Dudes: the Long and Short of Financial Markets and the Global Economy In episode 01, recorded Saturday, August 11, 2018, Rob and Aaron dive “short” into Turkey and Bitcoin before finishing with a “long” chat on Tesla. Turkey: a perilous stage for a crucially important Eurasian country with inflation rising, interest rates apparently … Continue reading Guys Being Dudes, Episode 1: Turkey | BTC | TSLA →