Podcasts about event driven

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Best podcasts about event driven

Latest podcast episodes about event driven

AAAIM High ELI
Vishal Bhutani, CIO, AMS Children's Fund, “Capitalizing on Indian Equity Markets with Downside Protection”

AAAIM High ELI

Play Episode Listen Later Nov 14, 2024 57:34


Our guest for today's podcast is Vishal Bhutani, Chief Investment Officer of AMS Children's Fund (AMS), a new fund launching in early 2025.  Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets.  Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today.  Leveraging his experience as an event driven portfolio manager, AMS believes it will be able to achieve superior risk adjusted returns.   Vishal has spent the bulk of his 20 year investment career as an Event Driven investor, investing across the capital structure.  Joining me on the podcast is Clark Cheng, CEO and CIO of Merrimac Corp, a large single family office with investments in hedge funds, private equity, venture capital and real estate AND David Gaynes, co-founder of AMS Children's Fund.   So why should investors care about the Indian equity markets now?  Vishal provides many insights and answers why in this podcast.   Without further ado, here is our conversation with Vishal Bhutani.

BNP Paribas Wealth Management
A deep dive into event-driven strategies within the world of hedge funds (1/2)

BNP Paribas Wealth Management

Play Episode Listen Later Oct 30, 2024 10:22


In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.·         What are event-driven strategies within hedge funds?·         Why do pricing inefficiencies occur around corporate events?·         What are the different types of event-driven strategies?·         What is the M&A arbitrage strategy?Hosted by Ausha. See ausha.co/privacy-policy for more information.

BNP Paribas Wealth Management
A deep dive into event-driven strategies within the world of hedge funds (2/2)

BNP Paribas Wealth Management

Play Episode Listen Later Oct 30, 2024 8:54


In this second episode, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.·         The other types or event-driven trades?·         What are the Special Situations and the Soft Events and their implementations?·         What about event-driven strategies in credit ?·         why do you need an expert fund manager to trade those restructuring situations?Hosted by Ausha. See ausha.co/privacy-policy for more information.

BNP Paribas Wealth Management
Hedge Funds : focus sur les stratégies event-driven (1/2)

BNP Paribas Wealth Management

Play Episode Listen Later Oct 30, 2024 9:22


Dans ce premier volet, Jeremy Fasquelle et Pascal Chrobocinski, Senior Hedge Fund Advisor, échangent autour des stratégies event-driven et d'arbitrage M&A.·          Qu'est-ce qu'une stratégie event-driven ?·         Pourquoi des inefficacités de valorisation peuvent se produire ?·         Quels sont les différents types de stratégies event-driven·         Qu'est ce que la stratégie “Merger Arbitrage” ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

BNP Paribas Wealth Management
Hedge Funds : focus sur les stratégies event-driven (2/2)

BNP Paribas Wealth Management

Play Episode Listen Later Oct 30, 2024 7:59


Dans ce deuxième volet, Jeremy Fasquelle et Pascal Chrobocinski, Senior Hedge Fund Advisor, échangent autour des stratégies event-driven et d'arbitrage M&A.·         Les autres types de transactions Event-Driven. Quelles sont les situations spéciales, les “Soft Events” et leurs implémentations·         Qu'en est-il  des stratégies « event-driven » sur le crédit ?·         Pourquoi avez-vous besoin d'un gestionnaire de fonds expert pour gérer ces situations de restructuration ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Salesforce Developer Podcast
229: AsyncAPI and Event-Driven Architecture Using MuleSoft with Alex Martinez

Salesforce Developer Podcast

Play Episode Listen Later Oct 28, 2024 18:54


Join us as we discuss event-driven architectures (EDA) with MuleSoft's latest capabilities with Alex Martinez. The discussion will explore the integration of AsyncAPI specifications, which streamline the transition from REST to event-driven systems, enabling high-volume asynchronous communications and improved API lifecycle management.  The conversation highlights tools like Anypoint Studio and Anypoint Code Builder that simplify complex integrations using messaging technologies such as Kafka, Solace, and Salesforce Platform Events. Whether new to EDA or an experienced developer, this episode is packed with valuable information and resources to elevate integration strategies and deepen understanding of the future of software development. Show Highlights: Transitioning from REST to event-driven systems using async API specifications. Exploration of MuleSoft tools like Anypoint Studio and Anypoint Code Builder for API design and management. Benefits of using MuleSoft for integrating messaging technologies like Kafka, Solace, Anypoint MQ, and Salesforce Platform Events. Importance of API governance for maintaining compliance and consistency across specifications. Links: Build Real-Time AI Experiences with MuleSoft - https://www.salesforce.com/plus/experience/dreamforce_2024/series/it_at_dreamforce_2024/episode/episode-s1e24 AsyncAPI Support to Implement Event-Driven Architecture - https://docs.mulesoft.com/release-notes/platform/event-driven-api

Schoolhouse Rocked: The Homeschool Revolution!
Teaching History: People, Periods, and Events – Linda Lacour Hobar, Part 2 (Homeschooling Every Subject)

Schoolhouse Rocked: The Homeschool Revolution!

Play Episode Listen Later Sep 18, 2024 21:54 Transcription Available


“Picture history as a funnel: start broad with time periods, then narrow down to people, and finally sprinkle in events. History is not just about names and dates; it's about people and their stories that make it come alive.” ~ Linda Lacour Hobar Watch this full interview on our YouTube Channel. Join Yvette Hampton and Linda Lacour Hobar, in our Homeschooling Every Subject series, as they explore the vital role of history in homeschooling.  This episode dives deep into effective methods for teaching history in a homeschool setting. Discover the importance of understanding time periods, the role of key historical figures, and how to make history engaging and enjoyable for your children. Whether you're a seasoned homeschooler or just starting, Linda's insights will arm you with the tools you need to succeed. Come back tomorrow for the rest of this conversation.  Has the Schoolhouse Rocked Podcast been a blessing to you? Support from our listeners allows us provide resources, support, and encouragement to homeschooling families around the world. Would you please consider a year-end gift to support the Schoolhouse Rocked ministry? Recommended Resources: Podcast Note-Taking Guide TheMysteryofHistory.com History Book List Podcast Recommendations: Homeschooling Every Subject Series The Good, Bad, and Ugly of Homeschooling, Linda Lacour Hobar, Part 1 Navigating the Bad Days: Managing Meltdowns, Sibling Conflict, and Homeschool Stress, Linda Lacour Hobar, Pt. 2 Thriving Through the Ugly: Homeschooling Through Difficult Times, Linda Lacour Hobar, Pt. 3   Thinking Dad Podcast

Maintainable
Lutz Hühnken: Crafting Resilient Systems with Event-Driven Design

Maintainable

Play Episode Listen Later Sep 10, 2024 44:45


IntroductionIn this episode of Maintainable, Robby speaks with Lutz Hühnken, Head of Engineering Excellence at Upvest, about the transformative power of event-driven architecture in software development. Lutz brings his extensive experience to the table, discussing how breaking down complex systems into manageable modules and leveraging event-driven design can lead to more resilient and maintainable software.Topics Discussed[00:05:32] Introduction to Well-Maintained Software: Lutz shares his thoughts on the key characteristics of maintainable software, emphasizing modularity and simplicity.[00:10:24] Challenges with "Magic" in Code: The pitfalls of relying too much on frameworks and ORMs, including examples from Lutz's experience with Hibernate.[00:11:16] Understanding Event-Driven Architecture: Lutz explains the fundamentals of event-driven architecture and its advantages over traditional command-driven approaches.[00:13:50] The Role of Promises in Event-Driven Systems: How clear design-time responsibilities ensure reliability in event-driven communication.[00:15:43] Choreography vs. Orchestration: The debate between these two approaches to managing workflows and why Lutz favors choreography for most systems.[00:17:57] Onboarding Developers in Event-Driven Systems: Tips for effectively integrating new team members into an event-driven architecture.[00:26:52] The Role of Engineering Excellence at Upvest: Lutz discusses his new role and the importance of systems thinking in guiding architectural decisions.[00:34:55] Managing Technical Debt: Lutz offers insights into balancing feature development with addressing technical debt, emphasizing the importance of a healthy investment distribution.Key TakeawaysBreaking down large systems into smaller modules with clear boundaries can significantly enhance maintainability.Event-driven architecture offers a powerful way to decouple system components, making them more resilient and scalable.Developers should be cautious of "magic" in code, such as heavy reliance on ORMs, which can obscure underlying complexities and hinder maintainability.Choreography often provides a more scalable and maintainable approach than orchestration in managing complex workflows.Technical debt should be managed proactively, with regular investments in refactoring and productivity enhancements to maintain long-term software health.Resources MentionedLutz Hühnken's BlogEvent-Driven Architecture by Martin FowlerThe Open Society and Its Enemies by Karl PopperConnect with Lutz HühnkenLinkedInTwitterThanks to Our Sponsor!Turn hours of debugging into just minutes! AppSignal is a performance monitoring and error-tracking tool designed for Ruby, Elixir, Python, Node.js, Javascript, and other frameworks.It offers six powerful features with one simple interface, providing developers with real-time insights into the performance and health of web applications.Keep your coding cool and error-free, one line at a time! Use the code maintainable to get a 10% discount for your first year. Check them out! Subscribe to Maintainable on:Apple PodcastsSpotifyOr search "Maintainable" wherever you stream your podcasts.Keep up to date with the Maintainable Podcast by joining the newsletter.

PodRocket - A web development podcast from LogRocket
Mastering durable, event-driven workflows with Joel Hooks

PodRocket - A web development podcast from LogRocket

Play Episode Listen Later Aug 21, 2024 30:28


In this episode of PodRocket, Joel Hooks, creator of egghead.io, talks about the power of durable, event-driven workflows, the practicalities and benefits of serverless as a billing model, the intricacies distributed systems, and more. Links https://joelhooks.com https://x.com/jhooks https://www.linkedin.com/in/joelhooks https://egghead.io https://www.coursebuilder.dev/tips/using-inngest-to-add-email-automation-feature-to-pro-next-js-adt43 We want to hear from you! How did you find us? Did you see us on Twitter? In a newsletter? Or maybe we were recommended by a friend? Let us know by sending an email to our producer, Emily, at emily.kochanekketner@logrocket.com (mailto:emily.kochanekketner@logrocket.com), or tweet at us at PodRocketPod (https://twitter.com/PodRocketpod). Follow us. Get free stickers. Follow us on Apple Podcasts, fill out this form (https://podrocket.logrocket.com/get-podrocket-stickers), and we'll send you free PodRocket stickers! What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces the UX and technical issues impacting user experiences. Start understand where your users are struggling by trying it for free at [LogRocket.com]. Try LogRocket for free today.(https://logrocket.com/signup/?pdr) Special Guest: Joel Hooks.

The Acquirers Podcast
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations

The Acquirers Podcast

Play Episode Listen Later Aug 19, 2024 60:33


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Investing Matters
Asif Suria, Founder & Editor of Inside Arbitrage, 'The Event-Driven Edge in Investing', Episode 70

Investing Matters

Play Episode Listen Later Jul 17, 2024 56:51


Peter Lynch stated, “Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.” Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to Asif Suria, the former technology analyst, serial entrepreneur, software services creator, quantitative fund founder, owner of the InsideArbitrage website and newletters, investor with a focus on event driven strategies including merger arbitrage, spinoffs, (legal) insider trading, buybacks and SPACs and also the author of the recently released Harriman House book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market. Asif was one of the earliest contributors to Seeking Alpha in 2005 and his work has been mentioned in Barron's, Dow Jones, BNN Bloomberg and other publications. He has been an active investor for more than two decades and his background in technology has helped him build machine learning tools that inform his investing process, especially as it relates to event-driven strategies that require updated data and processes. He previously ran a quantitative investment firm focused on insider transactions. Operating experience as an executive at venture funded San Francisco Bay Area based companies gave him a front-row seat to understanding how to build and grow companies. In this insightful and fascinating Investing Matters interview, discover Asif Suria's fascination with the Beatles, his journey from being a technology analyst, Seeking Alpha contributor, running a quant fund, managing his own website InsideArbitrage, newletters and analysing vast databases of transactions, learn about his personal investing strategies and about his brilliant new book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market, and also …. -Y2K bug / Dotcom bubble & bust -Learning from mistakes -Investing Influenced by Benjamin Graham, Philip Fisher, Warren Buffett, Peter Lynch, Charlie Munger -Value investing / Value trap -Growth at a reasonable price (GARP) -Connections with Portfolio Manager, CEO, CIO, Investment Manager & authors Vitaliy Katsenelson & Tobias Carlisle -Event driven strategies -Merger arbitrage/ Risk arbitrage strategies (Microsoft / Activision Blizzard) Legal insider transactions (buying/ selling)/ insider transactions (Amazon/Jeff Bezos) -Bruce Sachs / Vertex Pharmaceuticals -Stock buybacks / Cannibals (Apple NVR Inc) Double dippers -Special purpose acquisitions companies / SPACs / WeWork -Spinoffs (McDonalds / Chipotle Mexican Grill.. Fiat Chrysler / Ferrari) -Management changes -Personal investing strategies -The too hard bucket -Psychology -Hedge Fund -Venture capital fund -The importance of the law of averages -The InsideArbitrage database -Why seasonal / cyclical strategies matter -Idea generation -Key lessons & learnings from investing -Importance of being a learning machine & much more We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Let's Talk Future™
Event-Driven Strategies Explained

Let's Talk Future™

Play Episode Listen Later May 30, 2024 32:41


In this episode of Let's Talk Future™, Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, joins forces with Jake Turner, an Associate Portfolio Manager at Kite Lake Capital, to discuss event-driven investing. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies, and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these special situations and M&A deals. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Jake Turner and Kite Lake are not affiliated with Oppenheimer & Co. Inc. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  6638992.1

Investing Experts
Event-driven strategies, commodities, and writing options with Asif Suria

Investing Experts

Play Episode Listen Later May 28, 2024 38:12


Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).Show Notes:Capri Holdings earningsFed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin NeutralityInside Arbitrage investing groupSix Special Situation Strategies to Outperform the MarketEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

(in-person, virtual & hybrid) Events: demystified
149: Navigating Event-Driven Investing in the Age of AI ft Andrew Einhorn

(in-person, virtual & hybrid) Events: demystified

Play Episode Listen Later May 24, 2024 63:58


Tune into the latest Events Demystified Podcast episode where host Anca Platon Trifan dives into the fascinating world of event-driven investing and AI technology. Joined by Andrew Einhorn, CEO of Level Fields, they unpack how AI is transforming financial decision-making. Don't miss out on expert insights and practical tips tailored for both new and seasoned investors.

Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL

✨Nuevo episodio en Crónicas de Salesforce con Sara Hernández✨ ¿Conoces la arquitectura de Event Driven? en este episodio tenemos el honor de entrevistar a Tom Leddy Product Director Well Architected Decision Guides de Salesforce. En este episodio nos explica ejemplos de esta arquitectura, cuándo utilizarla, cuando no y mucho más Tom nos apoya fuertemente y ayuda a muchas iniciativas para que se cree el contenido en Español!! Muchas información pero de gran valor!!! Esperamos que lo disfruten

The Data Stack Show
184: Kafka Streams and Operationalizing Event Driven Applications with Aprurva Mehta of Responsive

The Data Stack Show

Play Episode Listen Later Apr 3, 2024 58:27


Highlights from this week's conversation include:Apruva's background in streaming technology (0:48)Developer experience and Kafka streams (2:47)Motivation to bootstrap a startup (4:09)Meeting the Confluent founders and early work at Confluent (6:59)Projects at Confluent and transition to engineering management (10:34)Overview of Responsive and event-driven applications (12:55)Defining event-driven applications (15:33)Importance of latency and state in event-driven applications (18:54)Low Latency and Stateful Processing (21:52)In-Memory Storage and Evolution of Kafka (25:02)Motivation for KSQL and Kafka Streams (29:46)Category Creation and Database-like Interface (34:33)Developer Experience with Kafka and Kafka Streams (38:50)Kafka Streams Functionality and Operational Challenges (41:44)Metrics and Tuning Configurations (43:33)Architecture and Decoupling in Kafka Streams (45:39)State Storage and Transition from RocksDB (47:48)Future of Event-Driven Architectures (56:30)Final thoughts and takeaways (57:36)The Data Stack Show is a weekly podcast powered by RudderStack, the CDP for developers. Each week we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

The Data Stack Show
The PRQL: Event-Driven Applications: Where Low Latency Meets High Impact with Apruva Mehta of Responsive

The Data Stack Show

Play Episode Listen Later Apr 1, 2024 3:57


The Data Stack Show is a weekly podcast powered by RudderStack, the CDP for developers. Each week we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

Not Another Investment Podcast
Decoding the Dynamics of Hedge Fund Arbitrage: Unveiling Merger, Distressed, and Event-Driven Strategies

Not Another Investment Podcast

Play Episode Listen Later Mar 24, 2024 54:23 Transcription Available


Unlock the secrets of hedge fund arbitrage strategies with me, Edward Finley, as we navigate through the thrilling intersections of finance and probability. Prepare to have your perceptions challenged as we dissect the complex mechanics behind the high-octane world of merger arbitrage, distressed arbitrage, and event-driven arbitrage. Through this episode, you're bound to gain a deeper understanding of how hedge fund managers play the odds in a market where knowledge of financial intricacies, legal frameworks, and regulatory landscapes can make or break multi-million-dollar deals.Venture further into the labyrinth of hedge fund tactics as we scrutinize the enigmatic performance of distressed arbitrage strategies and their deceptive volatility. We'll dissect this high-risk investment game, revealing how it thrives on the brink of bankruptcy, drawing in astute investors with the allure of high returns amidst the smoke and mirrors of market fluctuations. With an analytical lens, we'll break down the statistics that lay bare the true nature of these strategies, from their negative skew to the high kurtosis that defines their risk profile.Finally, we cast a spotlight on the allure of multi-strategy funds as we probe the delicate balance they strike in pursuit of portfolio diversification and efficiency. The episode culminates with a critical analysis of their performance, peeling back the layers to determine whether these funds truly deliver on their promise of attractive returns for the savvy investor. Join me for this riveting journey through the risk-laden terrain of hedge funds, and arm yourself with the insights needed to navigate these complex investment strategies.Episode Notes:  https://1drv.ms/p/s!AqjfuX3WVgp8uwOODPqoWCYdwAFzThanks for listening! Please be sure to review the podcast or send your comments to me by email at info@not-another-investment-podcast.com. And tell your friends!

The Data Stack Show
176: The Fundamentals of Event-Driven Orchestration and How Generative AI Is Shaping Its Future with Viren Baraiya of orkes.io

The Data Stack Show

Play Episode Listen Later Feb 7, 2024 53:09


Highlights from this week's conversation include:Viren's background in data (0:39)Evolution of Orchestration (1:52)AI Orchestration (3:00)Understanding Conductor and orkes (6:26)Event-Driven Orchestration (8:10)Viren's Transition to Founder (12:27)Non-Technical Aspects of Being a Founder (15:50)Democratizing AI for Developers (18:16)The evolution of microservices orchestration (21:56)Challenges in appealing to the 99% developer group (24:32)Value of orchestration for developers (30:31)Role of orchestrators in managing faults (37:37)The intersection of AI and orchestration (40:27)Evolution of AI (44:04)Thriving in AI Environment (47:58)Final thoughts and takeaways (51:25)The Data Stack Show is a weekly podcast powered by RudderStack, the CDP for developers. Each week we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com.

Cloud Masters
Scaling K8s Workloads Beyond Metrics: Kubernetes Event-Driven Autoscaling (KEDA) Explained

Cloud Masters

Play Episode Listen Later Jan 31, 2024 47:32


Covering the purpose and use cases of KEDA, best practices, common pitfalls, and wrapping up with a scale-from-zero KEDA demo.

Karen Rands - Compassionate Capitalist Investor Podcast
LevelFields AI: Andrew Einhorn's Answer to Event-Driven Investment Predictions for the Stock Market

Karen Rands - Compassionate Capitalist Investor Podcast

Play Episode Listen Later Jan 9, 2024 85:12


Ready to unlock the secrets to smart investing and entrepreneurial success? Dive deep into the world of identifying winning investment opportunities with our latest Compassionate Capitalist Show Podcast episode featuring special guest Andrew Einhorn, co-founder and CEO of LevelFields! Join our knowledgeable host, Karen Rands, as she and Andrew explore the pivotal strategies behind finding companies that stand out through grit and are primed for significant growth. Whether you're an investor or an aspiring entrepreneur, this episode is loaded with insights! ✨ Key Highlights: *  An in-depth look at Andrew's entrepreneurial journey from "ohmygov" to the creation of LevelFields - AI * Insights on the high-stress process of company acquisition as Andrew discusses the Synoptos' merger, outlining how they capitalized on corporate partnerships and the value of focusing on customers' needs in the midst of industry skepticism. * Andrew's methodology for selecting successful companies, based his impressive portfolio of 53 investments. Learn his secret to investing success in various stages of companies. * The impact of capital efficiency and potential for market disruption with truly novel innovation, that is wanted by the target market.  * Andrew and Karen discuss the significance of strategic value propositions and the the power of pivot in business.  * They discuss the essence of product-market fit in successful entrepreneurship to lead to sustainable growth strategies.   * Lastly the creation of Levelfields and developing an AI and Machine Learning approach to monitor and predict market movement that will prove to revolutionize investment research and decision making.   This episode is a must-listen for anyone interested in leveraging technology for smarter investments.   Plus we have a special offer for our Subscribers:  Get a special glimpse into the future of investing with a FREE TRIAL to see the predictive power of their platform firsthand.  https://www.levelfields.ai/ PROMO CODE -- Podcast23 About Andrew Einhorn:  Co-Founder and CEO of Levelfields. an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. Former founder of OhMyGov and avid angel investor and cultivator of entrepreneurs. 

Developer Voices
Can Event-Driven Architecture make Software Design Easier? (with Bobby Calderwood)

Developer Voices

Play Episode Listen Later Jan 3, 2024 69:59


This week's guest describes Event Sourcing as, “all I'm going to use for the rest of my career.” But what is Event Sourcing? How should we think about it, and how does it encourage us to think about writing software?In this episode we take a close look at systems designed around the idea of Events, with guest Bobby Calderwood. Bobby's been designing (and helping others design) event based architectures for many years, and enthusiastically recommends it not only as a system-design technique, but as a way of solving business problems faster and more reliably.During this discussion we look at the various ways of defining event systems, what tools we need to implement them, and the advantages of thinking about software from an event-based perspective. Along the way we discuss everything from Clojure, Bitemporality & Datomic to Kafka and more traditional databases - all in the service of capturing real-world events and building simple systems around them.–EventStoreDB: https://developers.eventstore.com/The CloudEvents standard: https://cloudevents.io/Datomic: https://www.datomic.com/Adam Dymitruk's Event Modelling Explanation: https://eventmodeling.org/Bobby's Event Modelling course: https://developer.confluent.io/courses/event-modeling/intro/Bobby on Twitter: https://twitter.com/bobbycalderwoodBoddy on LinkedIn: https://www.linkedin.com/in/bobbycalderwood/Kris on Twitter: https://twitter.com/krisajenkinsKris on LinkedIn: https://www.linkedin.com/in/krisjenkins/–#software #softwarepodcast #programming #eventsourcing #eventdrivenarchitecture #kafka

2 Bulls In A China Shop
Andrew Einhorn, Levelfields.ai CEO: Event Driven Investing

2 Bulls In A China Shop

Play Episode Listen Later Dec 28, 2023 53:34


Andrew Einhorn, CEO of Level Fields AI, stops by the shop to share his early trading experiences, his work in environmental studies and consulting, and how those experiences led to the creation of Level Fields AI and its event monitoring system. The conversation highlights the importance of events in shaping market behavior and the need for data-driven decision-making. A case study on the GameStop short squeeze demonstrates the power of event-driven analysis in trading and explores the role of activist investors in driving share price movement and company strategy. The use of AI in identifying successful activists and differentiating rumors from confirmed information is discussed, as well as the future of AI and its potential applications in various industries, such as healthcare and energy.Use Promo Code Band10 to save 10% off all plans at Levelfields.ai!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SPullen@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta ‘s subscription in our free discord server as well!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**To contact us, you can email us directly at suggestions@financialineptitude.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! Check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!About Andrew:Andrew Einhorn is the Chief Executive Officer and co-founder of LevelFields, an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. With over 10 years of experience in building and leading technology and tech-enabled service firms, Andrew has a proven track record of delivering innovative solutions that solve real-world problems and generate value for customers and stakeholdersLinks:Levelfields Website(Promo Code: BAND10 for 10% off!)Andrews LinkedinAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Les Cast Codeurs Podcast
LCC 304 - Dark punk

Les Cast Codeurs Podcast

Play Episode Listen Later Dec 18, 2023 99:41


Dans cet épisode, Katia, Arnaud et Emmanuel discutent les nouvelles de cette fin 2023. Le gatherer dans les stream Java, les exceptions, JavaScript dans la JVM, recherche vectorielle, coût du cloud, Gemini, Llama et autres animaux fantastiques et pleins d'outils sympathiques pour fêter la fin de l'année. Enregistré le 15 décembre 2023 Téléchargement de l'épisode LesCastCodeurs-Episode-304.mp3 News Aide Les Cast Codeurs et remplis un petit formulaire pour nous guider l'année prochaine https://lescastcodeurs.com/sondage Langages Avec JEP 461, arrivée dans en preview dans Java 22 de la notion de “gatherer” pour les streams https://groovy.apache.org/blog/groovy-gatherers dans cet article de Paul King, de l'équipe Groovy, il montre et contraste ce que l'on pouvait faire en Groovy depuis des années, comme des sliding windows, par exemple explique l'approche des gatherers avec ses opérations intermédiaires gatherer sont des operations intermediaires custom qui prennent un etat et le prochain element pour decided quoi faire, et meme changer le stream d'elements suivants (en publier) (via la fonction integrate certains peuvent permettre de combiner les resultats intermediaires (pour paralleliser) Examples : fenetres de taille fixe, fenettres glissantes Joe Duffy, qui est CEO de Pulumi, mais qui avait travaillé chez Microsoft sur le project Midori (un futur OS repensé) parle du design des exceptions, des erreurs, des codes de retour https://joeduffyblog.com/2016/02/07/the-error-model/ Il compare les codes d'erreurs, les exceptions, checked et non-checked il separe les bugs des erreurs attendues (bugs doivent arreter le process) il raconte l'histoire des unchecked exception et leurs problemes et des checked exceptopns et poourquoi les developeurs java les detestent (selon lui) long article maisn interessant dans ses retours mais lon je ne suis pas allé au bout :smile: Après la disparition de Nashorn dans le JDK, on peut se tourner vers le projet Javet https://www.caoccao.com/Javet/index.html Javet permet d'intégrer JavaScript avec le moteur V8 Mais aussi carrément Node.js c'est super comme capacité car on a les deux mielleurs moteurs, par contre le support hors x86 est plus limité (genre arm sous windows c'est non) Librairies Une partie de l'équipe Spring se fait lourder après le rachat effectif de Broadcom https://x.com/odrotbohm/status/1729231722498425092?s=20 peu d'info en vrai à part ce tweet mais l'acquisition Broadcome n'a pas l'air de se faire dans le monde des bisounours Marc Wrobel annonce la sortie de JBanking 4.2.0 https://www.marcwrobel.fr/sortie-de-jbanking-4-2-0 support de Java 21 possibilité de générer aléatoirement des BIC amélioration de la génération d'IBAN jbanking est une bibliotheque pour manipuler des structures typiques des banques comme les IBAN les BIC, les monnaies, les SEPA etc. Hibernate Search 7 est sorti https://in.relation.to/2023/12/05/hibernate-search-7-0-0-Final/ Support ElasticSearch 8.10-11 et openSearch 2.10-11 Rebasé sur Lucerne 9.8 support sur Amazon OpenSearch Serverless (experimental) attention sous ensemble de fonctionnalités sur Serverless, c'est un API first search cluster vendu a la lambda En lien aussi sur la version 7.1 alpha1 Hibernate ORM 6.4 est sorti https://in.relation.to/2023/11/23/orm-640-final/ support pour SoftDelete (colonne marquant la suppression) support pour les operations vectorielles (support postgreSQL initialement) les fonctions vectorielles sont particulièrement utilisées par l'IA/ML événement spécifiques JFR Intégration de citrus et Quarkus pour les tests d'intégrations de pleins de protocoles et formats de message https://quarkus.io/blog/testing-quarkus-with-citrus/ permet de tester les entrees / sorties attendues de systèmes de messages (HTTP, Kafka, serveur mail etc) top pour tester les application Event Driven pas de rapport mais Quarkus 3.7 ciblera Java 17 (~8% des gens utilisaient Java 11 dans les builds qui ont activé les notifications) Hibernate Search 7.1 (dev 7.1.0.Alpha1) avec dernière version de Lucene (9.8), Infinispan rajoute le support pour la recherche vectorielle. https://hibernate.org/search/releases/7.1/ https://infinispan.org/blog/2023/12/13/infinispan-vector-search Hibernate Search permet maintenant la recherche vectorielle La dernière version est intégrée en Infinispan 15 (dev) qui sortira La recherche vectoriolle et stockage de vecteurs, permettent convertir Infinispan en Embedding Store (langchain) Cloud Comment choisir sa region cloud https://blog.scottlogic.com/2023/11/23/conscientious-cloud-pick-your-cloud-region-deliberately.html pas si simple le coût la securité légale de vos données la consommation carbone de la région choisie (la France est top, la Pologne moins) la latence vs où sont vos clients les services supportés Web Vers une standardisation des Webhooks ? https://www.standardwebhooks.com/ Des gens de Zapier, Twilio, Ngrok, Kong, Supabase et autres, se rejoignent pour essayer de standardiser l'approche des Webhooks La spec est open source (Apache) sur Github https://github.com/standard-webhooks/standard-webhooks/blob/main/spec/standard-webhooks.md Les objectifs sont la sécurité, la reliabilité, l'interopérabilité, la simplicité et la compatibilité (ascendante / descendante) sans la spec, chaque webhook est different dans son comportement et donc les clients doivent s'adapter dans la sematique et les erreurs etc la (meta-) structure de la payload, la taille, la securisation via signature (e.g. hmac), les erreurs (via erreurs HTTP), etc Data et Intelligence Artificielle Google annonce Gemini, son nouveau Large Language Model https://blog.google/technology/ai/google-gemini-ai/#sundar-note modèle multimodal qui peut prendre du texte, en entrée, mais aussi des images, du son, des vidéos d'après les benchmarks, il est largement aussi bon que GPT4 plusieurs tailles de modèles disponible : Nano pour être intégré aux mobiles, Pro qui va être utilisé dans la majeure partie des cas, et Ultra pour les besoins de réflexion les plus avancés Android va rajouter aussi des librairies AICore pour utiliser Gemini Nano dans les téléphones Pixel https://android-developers.googleblog.com/2023/12/a-new-foundation-for-ai-on-android.html Gemini Pro va être disponible dans Bard (en anglais et dans 170 pays, mais l'Europe va devoir attendre un petit peu pour que ce soit dispo) Gemini Ultra devrait aussi rejoindre Bard, dans une version étendue https://blog.google/products/bard/google-bard-try-gemini-ai/ Gemini va être intégré progressivement dans plein de produits Google DeepMind parlant de Gemini https://deepmind.google/technologies/gemini/#introduction Un rapport de 60 pages sur Gemini https://storage.googleapis.com/deepmind-media/gemini/gemini_1_report.pdf Gemini a permis aussi de pouvoir développer une nouvelle version du modèle AlphaCode qui excelle dans les compétitions de coding https://storage.googleapis.com/deepmind-media/AlphaCode2/AlphaCode2_Tech_Report.pdf Liste de petites vidéos sur YouTube avec des interviews et démonstrations des capacités de Gemini https://www.youtube.com/playlist?list=PL590L5WQmH8cSyqzo1PwQVUrZYgLcGZcG malheureusement certaines des annonces sont un peu fausse ce qui a amené un discrédit (non du) sur Gemini par exemple la video “aspirationelle” était vendue comme du réel mais ce n'est pas le cas. et ultra n'est pas disponible encore ausso la comparaison de ChatGPT sur la page (initialement au moins) comparait des choux et des carottes, meme si le papier de recherche était correct Avec la sortie de Gemini, Guillaume a écrit sur comment appeler Gemini en Java https://glaforge.dev/posts/2023/12/13/get-started-with-gemini-in-java/ Gemini est multimodèle, donc on peut passer aussi bien du texte que des images, ou même de la vidéo Il y a un SDK en Java pour interagir avec l'API de Gemini Facebook, Purple Llama https://ai.meta.com/blog/purple-llama-open-trust-safety-generative-ai/ Opensource https://ai.meta.com/llama/ dans l'optique des modeles GenAI ouverts, Facebook fournit des outils pour faire des IA responsables (mais pas coupables :wink: ) notament des benchmarks pour evaluler la sureté et un classifier de sureté, par exemple pour ne pas generer du code malicieux (ou le rendre plus dur) llama purple sera un projet parapluie D'ailleurs Meta IBM, Red Hat et pleins d'autres ont annoncé l'AI Alliance pour une AI ouverte et collaborative entre académique et industriels. Sont notammenrt absent Google, OpenAI (pas ouvert) et Microsoft Juste une annouce pour l'instant mais on va voir ce que ces acteurs de l'AI Alliance feront de concret il y a aussi un guide d'utilisateur l'usage IA responsable (pas lu) Apple aussi se met aux librairies de Machine Learning https://ml-explore.github.io/mlx/build/html/index.html MLX est une librairie Python qui s'inspire fortement de NumPy, PyTorch, Jax et ArrayFire Surtout, c'est développé spécifiquement pour les Macs, pour tirer au maximum parti des processeurs Apple Silicon Dans un des repos Github, on trouve également des exemples qui font tourner nativement sur macOS les modèles de Llama, de Mistral et d'auters https://github.com/ml-explore/mlx-examples non seulement les Apple Silicon amis aussi la memoire unifiee CPU/GPU qui est une des raisons clés de la rapidité des macs Faire tourner Java dans un notebook Jupyter https://www.javaadvent.com/2023/12/jupyter-notebooks-and-java.html Max Andersen explore l'utilisation de Java dans les notebooks Jupyter, au lieu du classique Python il y a des kernels java selon vos besoins mais il faut les installer dans la distro jupyter qu'on utilise et c'est la que jbang installable via pip vient a la rescousse il installe automatiquement ces kernels en quelques lignes Outillage Sfeir liste des jeux orientés développeurs https://www.sfeir.dev/tendances/notre-selection-de-jeux-de-programmation/ parfait pour Noël mais c'est pour ceux qui veulent continuer a challenger leur cerveau après le boulot jeu de logique, jeu de puzzle avec le code comme forme, jeu autour du machine learning, jeu de programmation assembleur Les calendriers de l'Avent sont populaires pour les développeurs ! En particulier avec Advent of Code https://adventofcode.com/ Mais il y a aussi l'Advent of Java https://www.javaadvent.com/ Ou un calendrier pour apprendre les bases de SVG https://svg-tutorial.com/ Le calendrier HTML “hell” https://www.htmhell.dev/adventcalendar/ qui parle d'accessibilité, de web components, de balises meta, de toutes les choses qu'on peut très bien faire en HTML/CSS sans avoir besoin de JavaScript Pour les développeurs TypeScript, il y a aussi un calendrier de l'Avent pour vous ! https://typehero.dev/aot-2023 Un super thread de Clara Dealberto sur le thème de la “dataviz” (data visualization) https://twitter.com/claradealberto/status/1729447130228457514 Beaucoup d'outil librement accessibles sont mentionnés pour faire toutes sortes de visualisations (ex. treemap, dendros, sankey…) mais aussi pour la cartographie Quelques ressources de site qui conseillent sur l'utilisation du bon type de visualisation en fonction du problème et des données que l'on a notemment celui du financial time qui tiens dans une page de PDF Bref c'est cool mais c'est long a lire Une petite liste d'outils sympas - jc pour convertir la sortie de commandes unix en JSON https://github.com/kellyjonbrazil/jc - AltTab pour macOS pour avoir le même comportement de basculement de fenêtre que sous Windows https://alt-tab-macos.netlify.app/ - gron pour rendre le JSON grep-able, en transformant chaque valeur en ligne ressemblant à du JSONPath https://github.com/tomnomnom/gron - Marker, en Python, pour transformer des PDF en beau Markdown https://github.com/VikParuchuri/marker - n8n un outil de workflow open source https://n8n.io/ gron en fait montre des lignes avec des assignments genre jsonpath = value et tu peux ungroner apres pour revenir a du json Marker utilise du machine learning mais il halklucine moins que nougat (nous voilà rassuré) Docker acquiert Testcontainers https://techcrunch.com/2023/12/11/docker-acquires-atomicjar-a-testing-startup-that-raised-25m-in-january/ Annonce par AtomicJar https://www.atomicjar.com/2023/12/atomicjar-is-now-part-of-docker/ Annonce par Docker https://www.docker.com/blog/docker-whale-comes-atomicjar-maker-of-testcontainers/ Architecture Comment implémenter la reconnaissance de chanson, comme Shazam https://www.cameronmacleod.com/blog/how-does-shazam-work il faut d'abord passer en mode fréquence avec des transformées de Fourrier pour obtenir des spectrogrammes puis créer une sorte d'empreinte qui rassemble des pics de fréquences notables à divers endroits de la chanson d'associer ces pics pour retrouver un enchainement de tels pics de fréquence dans le temps l'auteur a partagé son implémentation sur Github https://github.com/notexactlyawe/abracadabra/blob/e0eb59a944d7c9999ff8a4bc53f5cfdeb07b39aa/abracadabra/recognise.py#L80 Il y avait également une très bonne présentation sur ce thème par Moustapha Agack à DevFest Toulouse https://www.youtube.com/watch?v=2i4nstFJRXU les pics associés sont des hash qui peut etre comparés et le plus de hash veut dire que les chansons sont plus similaires Méthodologies Un mémo de chez ThoughtWorks à propos du coding assisté par IA https://martinfowler.com/articles/exploring-gen-ai.html#memo-08 Avec toute une liste de questions à se poser dans l'utilisation d'un outil tel que Copilot Il faut bien réaliser que malheureusement, une IA n'a pas raison à 100% dans ses réponses, et même plutôt que la moitié du temps, donc il faut bien mettre à jour ses attentes par rapport à cela, car ce n'est pas magique La conclusion est intéressante aussi, en suggérant que grosso modo dans 40 à 60% des situations, tu peux arriver à 40 à 80% de la solution. Est-ce que c'est à partir de ce niveau là qu'on peut vraiment gagner du temps et faire confiance à l'IA ? Ne perdez pas trop de temps non plus à essayer de convaincre l'IA de faire ce que vous voulez qu'elle fasse. Si vous n'y arrivez pas, c'est sans doute parce que l'IA n'y arrivera même pas elle même ! Donc au-delà de 10 minutes, allez lire la doc, chercher sur Google, etc. notamment, faire genrer les tests par l'IA dans al foulée augmente les risques surtout si on n'est pas capable de bien relire le code si on introduit un choix de pattern genre flexbox en CSS, si c'est sur une question de sécuriter, vérifier (ceinture et bretelle) est-ce le framework de la semaine dernière? L'info ne sera pas dans le LLM (sans RAG) Quelles capacités sont nécessaires pour déployer un projet AI/ML https://blog.scottlogic.com/2023/11/22/capabilities-to-deploy-ai-in-your-organisation.html C'est le MLOps et il y a quelques modèles end to end Google, IBM mais vu la diversité des organisations, c'est difficile a embrasser ces versions completes ML Ops est une métier, data science est un metier, donc intégrer ces competences sachez gérer votre catalogue de données Construire un process pour tester vos modèles et continuellement La notion de culture de la recherche et sa gestion (comme un portefeuille financier, accepter d'arrêter des experience etc) la culture de la recherche est peu présente en engineering qui est de construire des choses qui foncitonnent c'est un monde pre LLM Vous connaissez les 10 dark patterns de l'UX ? Pour vous inciter à cliquer ici ou là, pour vous faire rester sur le site, et plus encore https://dodonut.com/blog/10-dark-patterns-in-ux-design/ Parmi les dark patterns couverts Confirmshaming Fake Urgency and the Fear of Missing Out Nagging Sneaking Disguised Ads Intentional Misdirection The Roach Motel Pattern Preselection Friend Spam Negative Option Billing or Forced Continuity L'article conclut avec quelques pistes sur comment éviter ces dark patterns en regardant les bons patterns de la concurrence, en testant les interactions UX, et en applicant beaucoup de bon sens ! les dark patterns ne sont pas des accidents, ils s'appuient sur la psychologie et sont mis en place specifiquement Comment choisir de belles couleurs pour la visualisation de données ? https://blog.datawrapper.de/beautifulcolors/ Plutôt que de penser en RGB, il vaut mieux se positionner dans le mode Hue Saturation Brightness Plein d'exemples montrant comment améliorer certains choix de couleurs Mieux vaut éviter des couleurs trop pures ou des couleurs trop brillantes et saturées Avoir un bon contraste Penser aussi aux daltoniens ! j'ai personnellement eu toujours du mal avec saturationm vs brightness faire que les cloueirs en noir et blanc soient separees evant de le remettre (en changeant la brightness de chaque couleur) ca aide les daltoniens eviter les couleurs aux 4 coins amis plutot des couleurs complementaires (proches) rouge orange et jaune (non saturé) et variations de bleu sont pas mal les couleurs saturées sont aggressives et stressent les gens Pourquoi vous devriez devenir Engineering Manager? https://charity.wtf/2023/12/15/why-should-you-or-anyone-become-an-engineering-manager/ L'article parle de l'évolution de la perception de l'engineering management qui n'est plus désormais le choix de carrière par défaut pour les ingénieurs ambitieux. Il met en évidence les défis auxquels les engineering managers sont confrontés, y compris les attentes croissantes en matière d'empathie, de soutien et de compétences techniques, ainsi que l'impact de la pandémie de COVID-19 sur l'attrait des postes de management. L'importance des bons engineering mnanagers est soulignée, car ils sont considérés comme des multiplicateurs de force pour les équipes, contribuant de manière significative à la productivité, à la qualité et au succès global dans les environnements organisationnels complexes. L'article fournit des raisons pour lesquelles quelqu'un pourrait envisager de devenir Engineering Manager, y compris acquérir une meilleure compréhension de la façon dont les entreprises fonctionnent, contribuer au mentorat et influencer les changements positifs dans la dynamique des équipes et les pratiques de l'industrie. Une perspective est présentée, suggérant que devenir Engineering manager peut conduire à la croissance personnelle et à l'amélioration des compétences de vie, telles que l'autorégulation, la conscience de soi, la compréhension des autres, l'établissement de limites, la sensibilité à la dynamique du pouvoir et la maîtrise des conversations difficiles. L'article encourage à considérer la gestion comme une occasion de développer et de porter ces compétences pour la vie. Sécurité LogoFAIL une faille du bootloader de beaucoup de machines https://arstechnica.com/security/2023/12/just-about-every-windows-and-linux-device-vulnerable-to-new-logofail-firmware-attack/ en gros en changeant les eimages qu'on voit au boot permet d'executer du code arbitraire au tout debuit de la securisation du UEFI (le boot le plus utilisé) donc c'est game over parce que ca demarre avant l'OS c'est pas une exploitation a distance, il faut etre sur la machine avec des droits assez elevés deja mais ca peut etre la fin de la chaine d'attaque et comme d'hab un interpreteur d'image est la cause de ces vulnerabilités Conférences L'IA au secours de conférences tech: rajoute des profile tech femme comme speaker au programme pour passer le test diversité online via des profiles fake. https://twitter.com/GergelyOrosz/status/1728177708608450705 https://www.theregister.com/2023/11/28/devternity_conference_fake_speakers/ https://www.developpez.com/actu/351260/La-conference-DevTernity-sur-la-technologie-s-e[…]s-avoir-cree-de-fausses-oratrices-generees-automatiquement/ j'avais lu le tweet du createur de cette conf qui expliquait que c'etait des comptes de tests et que pris dans le rush ils avaient oublié de les enlever mais en fait les comptes de tests ont des profils “Actifs” sur le reseaux sociaux apparemment donc c'était savamment orchestré Au final beaucoup de speakers et des sponsors se desengagent La liste des conférences provenant de Developers Conferences Agenda/List par Aurélie Vache et contributeurs : 31 janvier 2024-3 février 2024 : SnowCamp - Grenoble (France) 1 février 2024 : AgiLeMans - Le Mans (France) 6 février 2024 : DevFest Paris - Paris (France) 8-9 février 2024 : Touraine Tech - Tours (France) 15-16 février 2024 : Scala.IO - Nantes (France) 6-7 mars 2024 : FlowCon 2024 - Paris (France) 14-15 mars 2024 : pgDayParis - Paris (France) 19 mars 2024 : AppDeveloperCon - Paris (France) 19 mars 2024 : ArgoCon - Paris (France) 19 mars 2024 : BackstageCon - Paris (France) 19 mars 2024 : Cilium + eBPF Day - Paris (France) 19 mars 2024 : Cloud Native AI Day Europe - Paris (France) 19 mars 2024 : Cloud Native Wasm Day Europe - Paris (France) 19 mars 2024 : Data on Kubernetes Day - Paris (France) 19 mars 2024 : Istio Day Europe - Paris (France) 19 mars 2024 : Kubeflow Summit Europe - Paris (France) 19 mars 2024 : Kubernetes on Edge Day Europe - Paris (France) 19 mars 2024 : Multi-Tenancy Con - Paris (France) 19 mars 2024 : Observabiity Day Europe - Paris (France) 19 mars 2024 : OpenTofu Day Europe - Paris (France) 19 mars 2024 : Platform Engineering Day - Paris (France) 19 mars 2024 : ThanosCon Europe - Paris (France) 19-21 mars 2024 : IT & Cybersecurity Meetings - Paris (France) 19-22 mars 2024 : KubeCon + CloudNativeCon Europe 2024 - Paris (France) 26-28 mars 2024 : Forum INCYBER Europe - Lille (France) 28-29 mars 2024 : SymfonyLive Paris 2024 - Paris (France) 4-6 avril 2024 : Toulouse Hacking Convention - Toulouse (France) 17-19 avril 2024 : Devoxx France - Paris (France) 18-20 avril 2024 : Devoxx Greece - Athens (Greece) 25-26 avril 2024 : MiXiT - Lyon (France) 25-26 avril 2024 : Android Makers - Paris (France) 8-10 mai 2024 : Devoxx UK - London (UK) 16-17 mai 2024 : Newcrafts Paris - Paris (France) 24 mai 2024 : AFUP Day Nancy - Nancy (France) 24 mai 2024 : AFUP Day Poitiers - Poitiers (France) 24 mai 2024 : AFUP Day Lille - Lille (France) 24 mai 2024 : AFUP Day Lyon - Lyon (France) 2 juin 2024 : PolyCloud - Montpellier (France) 6-7 juin 2024 : DevFest Lille - Lille (France) 6-7 juin 2024 : Alpes Craft - Grenoble (France) 27-28 juin 2024 : Agi Lille - Lille (France) 4-5 juillet 2024 : Sunny Tech - Montpellier (France) 19-20 septembre 2024 : API Platform Conference - Lille (France) & Online 7-11 octobre 2024 : Devoxx Belgium - Antwerp (Belgium) 10-11 octobre 2024 : Volcamp - Clermont-Ferrand (France) 10-11 octobre 2024 : Forum PHP - Marne-la-Vallée (France) 17-18 octobre 2024 : DevFest Nantes - Nantes (France) Nous contacter Pour réagir à cet épisode, venez discuter sur le groupe Google https://groups.google.com/group/lescastcodeurs Contactez-nous via twitter https://twitter.com/lescastcodeurs Faire un crowdcast ou une crowdquestion Soutenez Les Cast Codeurs sur Patreon https://www.patreon.com/LesCastCodeurs Tous les épisodes et toutes les infos sur https://lescastcodeurs.com/

The Six Five with Patrick Moorhead and Daniel Newman
The Six Five On the Road at AWS re:Invent 2023: Event-Driven App Architectures with Emily Shea and Nick Smit

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 1, 2023 23:04


On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Emily Shea, Worldwide Lead, Integration Services and Nick Smit, Principal Product Manager, EventBridge at AWS for a conversation on Event-Driven App Architecture and the role of application integration in modernization.  Their discussion covers: A look at Event-Driven App Architecture and why is it important How application architects manage messaging and APIs in the Cloud to create event-driven communications across applications Why customers need to first think about integration when they want to migrate and modernize applications New launches AWS announced at re:Invent, including Generative AI workflows, HTTPS Endpoints, and Adobe/Stripe Integrations with EventBridge

Go Time
Event-driven systems & architecture

Go Time

Play Episode Listen Later Nov 14, 2023 65:24


Event-driven systems may not be the go-to solution for everyone because of the challenges they can add. While the system reacting to events published in other parts of the system seem elegant, some of the complexities they bring can be challenging. However, they do offer durability, autonomy & flexibility. In this episode, we'll define event-driven architecture, discuss the problems it solves, challenges it poses & potential solutions.

Changelog Master Feed
Event-driven systems & architecture (Go Time #297)

Changelog Master Feed

Play Episode Listen Later Nov 14, 2023 65:24


Event-driven systems may not be the go-to solution for everyone because of the challenges they can add. While the system reacting to events published in other parts of the system seem elegant, some of the complexities they bring can be challenging. However, they do offer durability, autonomy & flexibility. In this episode, we'll define event-driven architecture, discuss the problems it solves, challenges it poses & potential solutions.

CCO Infectious Disease Podcast
Unlocking the Promise of PrEP and the Future of PrEP

CCO Infectious Disease Podcast

Play Episode Listen Later Nov 13, 2023 45:49


In this episode, global PrEP experts and advocates discuss barriers that have prevented the full potential of today's PrEP regimens from being delivered, how those barriers might be overcome, and how the next generation of PrEP modalities may address unmet needs, including: How access and implementation of PrEP have limited its benefit and led to disparities in uptake among racial and ethnic groups in the United States and among key populations globallyThe challenges of adherence to PrEP for healthy individuals who are required to consistently take medication and engage with the healthcare system when they aren't sickThe potential for longer-acting PrEP modalities and a greater number of PrEP options for individuals in the future to expand PrEP uptake and adherence with equitable global accessFaculty: Jessica L. Adams, PharmD, AAHIVEScientific Director, Infectious DiseasesClinical Care OptionsNew York, United StatesLinda-Gail Bekker, MBChB, DCH, DTM&H, FCP(SA), PhDProfessor and DirectorThe Desmond Tutu HIV CentreUniversity of Cape TownSouth AfricaChief Executive OfficerThe Desmond Tutu Health FoundationCape Town, South AfricaKenyon R. FarrowPrEP AdvocateVice President of PolicyPoint Source YouthContributing EditorTheBody.comOhio, United StatesBeatriz Grinsztejn, MD, PhDDirectorSTI/AIDS Clinical Research LaboratoryInstituto Nacional de Infectologia Evandro Chagas-FiocruzRio de Janeiro, BrazilBrittany Williams, PhDPrEP AdvocateAssistant Professor of Higher Education and Student Affairs AdministrationDepartment of Education University of Vermont Vermont, United StatesLink to full program: https://bit.ly/3FbPBey

CCO Infectious Disease Podcast
PrEP Today: An HIV Prevention Revolution

CCO Infectious Disease Podcast

Play Episode Listen Later Nov 13, 2023 26:25


In this episode, global PrEP experts and advocates discuss how current PrEP regimens represent a revolutionary step forward in enabling many individuals to avoid HIV acquisition, including: How PrEP has empowered people to take control of their sexual lives, revolutionized people's sexual experiences, and, for some, improved their experiences with healthcare in generalThe extraordinary progress that has been made in New South Wales and specifically in inner Sydney toward HIV transmission elimination and the role of PrEP in the prevention of new HIV infectionsThe importance of having PrEP options, including on-demand options and long-acting formulations, available to different populations who could benefit to see progress toward HIV transmission elimination globallyFaculty: Jessica L. Adams, PharmD, AAHIVEScientific Director, Infectious DiseasesClinical Care OptionsNew York, United StatesLinda-Gail Bekker, MBChB, DCH, DTM&H, FCP(SA), PhDProfessor and DirectorThe Desmond Tutu HIV CentreUniversity of Cape TownSouth AfricaChief Executive OfficerThe Desmond Tutu Health FoundationCape Town, South AfricaKenyon R. FarrowPrEP AdvocateVice President of PolicyPoint Source YouthContributing EditorTheBody.comOhio, United StatesBeatriz Grinsztejn, MD, PhDDirectorSTI/AIDS Clinical Research LaboratoryInstituto Nacional de Infectologia Evandro Chagas-FiocruzRio de Janeiro, BrazilAndrew Grulich, MBBS, PhDScientia ProfessorHead, HIV Epidemiology and Prevention ProgramThe Kirby InstituteUniversity of New South Wales, SydneyNew South Wales, AustraliaJean-Michel Molina, MD, PhDProfessor of Infectious DiseasesUniversity of Paris CitéHead of the Department of Infectious DiseasesHospital Saint-Louis and LariboisièreParis, FranceBrittany Williams, PhDPrEP AdvocateAssistant Professor of Higher Education and Student Affairs AdministrationDepartment of Education University of Vermont Vermont, United StatesLink to full program: https://bit.ly/3FbPBey

Capital Allocators
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

Capital Allocators

Play Episode Listen Later Oct 16, 2023 45:43


Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he launched in 2015 that manages $1.6 billion focused on event-driven strategies. Isaac describes himself as the least likely person to end up on Wall Street, coming to the business from an academic family and a legal background before finding a passion for the business. Our conversation covers where event-driven investing was twenty years ago and where opportunities and challenges lie today across the disciplines of merger arbitrage, event-driven equities, and event-driven credit. Isaac brings the kind of thoughtful and methodical insights to event-driven investing that are required to succeed in the discipline. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

The .NET Core Podcast
From Self-Taught to MVP: Navigating the Event-Driven World with Josh Garverick

The .NET Core Podcast

Play Episode Listen Later Oct 6, 2023 55:23


Show Notes Welcome to The Modern .NET Show! Formerly known as The .NET Core Podcast, we are the go-to podcast for all .NET developers worldwide and I am your host Jamie "GaProgMan" Taylor. In this episode, I spoke with Josh Garverick about event-driven and domain-driven design, and his recently published book "Implementing Event-Driven Microservices Architecture in .NET 7". When talking about the book, he had this to say about it's target audience: "Absolutely. And one of the aims, I think for at least this book was to make sure that it's kind of applicable across a lot of different audiences, not just the folks coming in super green and just looking at it like, I've never seen this stuff before. There are some disclaimers in the beginning of the book, obviously saying, 'you should probably have at least a baseline understanding of things like domain-driven design containerization and things like that,' but we'll link out to resources to get yourself up to speed. So even if you don't have any background in that stuff, there's at least a place for you to go out and get that information and then come back and then start going through that journey." - Josh Garverick Not only is his book designed for people, regardless of where they are on their journey with .NET, but, as we'll find out in the episode, it's also filled with pragmatic lessons that developers can apply to any application that they're working on. Supporting the Show If you find this episode useful in any way, please consider supporting the show by either leaving a review (check our review page for ways to do that), sharing the episode with a friend of colleague, buying the host a coffee, or considering becoming a Patron of the show. Full Show Notes The full show notes, including links to some of the things we discussed and a full transcription of this episode, can be found at:  https://dotnetcore.show/season-6/from-self-taught-to-mvp-navigating-the-event-driven-world-with-josh-garverick/ Useful Links Josh's new book "Implementing Event-Driven Microservices Architecture in .NET 7" from Packt directly from Amazon Chaos Studio chaos engineering Josh on socials: @jgarverick on Twitter LinkedIn Supporting the show: Leave a rating or review Buy the show a coffee Become a patron Getting in touch: via the contact page joining the Discord Music created by Mono Memory Music, licensed to RJJ Software for use in The Modern .NET Show Remember to rate and review the show on Apple Podcasts, Podchaser, or wherever you find your podcasts, this will help the show's audience grow. Or you can just share the show with a friend. And don't forget to reach out via our Contact page. We're very interested in your opinion of the show, so please get in touch. You can support the show by making a monthly donation on the show's Patreon page at: https://www.patreon.com/TheDotNetCorePodcast.

TheNAVigator
Blue Bay's Farley: Rate turmoil is making opportunities in event-driven credit

TheNAVigator

Play Episode Listen Later Sep 29, 2023 11:34


Duncan Farley, portfolio manager for BlueBay Asset Management -- manager of the BlueBay Destra International Event-Driven Credit Fund -- says that the rising cost of capital for businesses and interest rates that are staying higher for longer is creating more "special situations" opportunities and that it's not too late for investors to take advantage of those credits despite several years of strong performance in the event-driven credit arena. He noted that it's easy to shake off common worries over defaults rising when interest rates go up by buying paper as close as possible to the recovery value. His fund has largely avoided trouble -- as proven by Morningstar placing it at the very top of its peer group over its five-year existence -- and he believes it can continue to deliver strong results because good opportunities are easier to find in worrisome market conditions, though he says finding them requires more due diligence.

The Cloud Pod
226: Duet, Co-Pilot, and a Code Whisperer Walk into a bar in San Francisco

The Cloud Pod

Play Episode Listen Later Sep 8, 2023 65:42


Welcome episode 226 of the Cloud Pod podcast - where the forecast is always cloudy! This week Justin, Matt and Ryan chat about all the news and announcements from Google Next, including - surprise surprise - the hot topic of AI, GKE Enterprise, Duet, Co-Pilot, Code Whisperer and more! There's even some non-Next news thrown into the episode. So whether you're interested in BART or Bard, we've got the news from SF just for you.  Titles we almost went with this week:

Lifting, Running & Living with Kelly and JK
7. Training Without an Event-Driven Goal

Lifting, Running & Living with Kelly and JK

Play Episode Listen Later Sep 1, 2023 108:54


This week we're chatting all about training for running and lifting at the same time and options for training when you don't have a specific event on the calendar. 01:16 - Kelly's recent race experiences 08:18 - Kelly's 50 mile training 15:10 - Male default & bias against women 29:18 - JK's birthday plans 33:09 - JK's fat loss update 48:41 - Listener question: how to manage feeling overwhelmed and be confident you can progress in both running and lifting 01:02:26 - Training without an event on the calendar 01:27:58 - Having fun vs achieving a specific goal 01:37:13 - Upcoming content on HMU and MFA 01:42:47 - Are we team pumpkin? Enjoy, and don't forget to leave a rating and review if you like these episodes! Follow the pod at ⁠⁠⁠@liftingrunninglivingpod⁠⁠⁠ Email us at ⁠⁠⁠liftingrunninglivingpod@gmail.com⁠⁠⁠ Follow JK at ⁠⁠@coachjkmcleod⁠⁠ Follow Kelly at ⁠⁠@coachingklutz⁠⁠

SELECT*: Your Resource for Innovative Tech & Developer Topics Hosted by HarperDB

This episode features Sai Pragna Etikyala, Technical Lead at Twilio, for a discussion on event driven architectures and modern asynchronous applications. Questions covered include:Tell us a bit about you, background, journey in techWhat do you work on in your role at Twilio?What do you like about being tech lead?Let's talk about how to build easier/better event driven architectures. Why is this important?What workflow orchestration tools can help?Are you involved in the tech community outside of work? Anywhere folks can connect with you?Sai Pragna Etikyala is a Technical Lead at Twilio, currently leading the team responsible for A2P 10DLC compliance for messaging. Utilizing her extensive experience with asynchronous systems, she has efficiently re-architected Twilio's complex compliance systems, leading to notable improvements in manageability and operational efficiency. Before joining Twilio, she worked at Amazon Web Services, Yahoo, and Cerner. Throughout her tenure at these companies, she developed robust end-to-end solutions and successfully managed complex operations. This has enriched her expertise not only in asynchronous computing but also in software development, cloud computing, and healthcare IT solutions. She holds a Master's degree in Computer Science from Arizona State University. Her innovative and agile approach to software engineering and leadership distinguishes her as a significant contributor to the telecommunications realm and beyond.

The MACH Alliance Podcast
MACH CONNECT - Event Driven Architecture (Emporix, Voucherify and Vue Storefront)

The MACH Alliance Podcast

Play Episode Listen Later Aug 4, 2023 40:51


Event-driven architecture, enabled by API-first software, is said to replace the service-oriented architecture. What are the benefits of event-driven architecture from the business perspective?

Podlodka Podcast
Podlodka #327 – Event-driven архитектура

Podlodka Podcast

Play Episode Listen Later Jul 3, 2023 77:43


Что делать, если система стала настолько сложной, что невозможно понять кто, как и в каком порядке должен вызвать какие API? Перейти на event-driven подход! Что это и зачем – разбираемся с Виктором Гамовым. Слушать второй эпизод подкаста «Бреслав и Ложечкин»: https://clc.to/wF8N8A Канал с анонсами: https://t.me/breslavandlozhechkin Поддержи лучший подкаст про IT: www.patreon.com/podlodka Также ждем вас, ваши лайки, репосты и комменты в мессенджерах и соцсетях!
 Telegram-чат: https://t.me/podlodka Telegram-канал: https://t.me/podlodkanews Страница в Facebook: www.facebook.com/podlodkacast/ Twitter-аккаунт: https://twitter.com/PodlodkaPodcast Ведущие в выпуске: Женя Кателла, Егор Толстой Полезные ссылки: Твиттер гостя https://twitter.com/gamussa YouTube канал с выступлениями https://www.youtube.com/ViktorGamov Сайт Виктора https://speaking.gamov.io/bio Книга Kafka in Action https://www.manning.com/books/kafka-in-action

RogueNews Radio
V for Veles: Event Driven Scenarios Are Increasing.

RogueNews Radio

Play Episode Listen Later Jun 6, 2023 54:52


V for Veles: Event Driven Scenarios Are Increasing. by RogueNews

ROGUE NEWS Radio
V for Veles: Event Driven Scenarios Are Increasing.

ROGUE NEWS Radio

Play Episode Listen Later Jun 6, 2023 54:52


V for Veles: Event Driven Scenarios Are Increasing. by RogueNews

Focused Compounding
Ep 393. NVDA's Valuation, Oil Outlook, SRG's Liquidation, and Event Driven Investing

Focused Compounding

Play Episode Listen Later Jun 2, 2023 126:55


QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Stock Market Options Trading
Stock Market Startup: Kalshi.com Event Driven Trading with Tarek Mansour

Stock Market Options Trading

Play Episode Listen Later May 18, 2023 20:50


We're back with another episode in the Stock Market Startup series with Tarek Mansour from Kalshi.com. Kalshi is a brokerage that allows you to trade against events. Events can be Fed rate hike decisions, debt ceiling hike or not, and even the weather. Here's a referral link to get started: http://kalshi.com/?utm_source=stockmarketoptionstrading-05-09-23&utm_medium=podcast&utm_campaign=growth-paid&utm_term=optionWant to connect with myself and other listeners of this podcast?Go to https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts about the clues to the where the market may be headed next. Check out this free SPX 0DTE training course in the Alpha Crunching Community:https://www.stockmarketoptionstrading.net/spaces/10719554/content Want the support the podcast and interested in trading SPX weekly options?Come join me at https://www.patreon.com/VerticalSpreadOptionsTrading to get started. YouTube: https://www.youtube.com/stockmarketoptionstradingTwitter: https://twitter.com/OptionAssassin

How About Tomorrow?
Friendships, Open Source Marketing, and Event Driven Architectures

How About Tomorrow?

Play Episode Listen Later May 18, 2023 25:47


Adam & Dax discuss how each generation views friendship, how SST finally cracked open source marketing, and some serverless topics. (00:00) - Cold open (00:28) - Making YouTube videos is hard (03:03) - Age gets blurry online (05:06) - Friends (10:01) - SST updates (15:19) - SST update #2 (17:38) - Creating a Lambda warmer

The First 100 | How Founders Acquired their First 100 Customers | Product-Market Fit
[Raised $60 million] Ep.50 - The First 100 with Jenny von Podewils, the Founder of Leapsome | Event-driven Marketing | Performance Marketing

The First 100 | How Founders Acquired their First 100 Customers | Product-Market Fit

Play Episode Listen Later Mar 27, 2023 19:26 Transcription Available


Jenny von Podewils is the Founder of Leapsome, a people enablement platform that enables organizations to develop a central repository of the collective intelligence of their individuals. Bootstrapped since 2016, you recently raised $60 million in a Series A round as you set out to expand globally.Website: https://www.leapsome.com/Linkedin: linkedin.com/in/jennypodewils/If you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

Value Hive Podcast
Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing

Value Hive Podcast

Play Episode Listen Later Mar 24, 2023 71:36


Hey guys! This week we're excited to have our friend Harris Kupperman (aka Kuppy) back on the podcast. Kuppy is a dear friend and one hell of an investor. We spend the podcast discussing the idea of patience and boredom as keys to successful investing. We also touch on Kuppy's Inflection Investing framework. Finally, we dive deep into one of Kuppy's newest equity positions: Journey Energy (JOY). Full disclosure, Kuppy owns ~2% of the company and I own shares in my retirement account. Please do your own work. None of this is investment advice. If you like what you hear, please follow Kuppy on Twitter @hkuppy. Also, check out his Event-Driven product KEDM.com. Give it a free test drive and see for yourself. You might not want to trade without it. Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, all from those who know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR daily in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Disruptive Forces in Investing
The Deal or No Deal of Event-Driven Investing

Disruptive Forces in Investing

Play Episode Listen Later Mar 21, 2023 19:48


Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades. Savvy investors in space will evaluate current market inefficiencies to assess where a merger can be made. In volatile markets however, investors are able to find many of these mispricings that can bare opportunities but only if they're sharp enough to find them. On this episode of Disruptive Forces, host Anu Rajakumar speaks with Joe Rotter and Jonathan Adolph on the inner workings of how the deals get made, what investors might want to consider and what makes event-driven investing intriguing in light of today's markets.     This general market summary and the opinions and beliefs expressed in this podcast are provided for general informational purposes only.  Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, and the views and beliefs expressed are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally.  This presentation is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this presentation should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability, and has not been independently verified. All information, opinions and beliefs set forth in this presentation are current as of the date of this presentation and are subject to change without notice.  We do not undertake to advise you of any change in the opinions and beliefs or the information contained in this presentation.  Any views or opinions expressed may not reflect those of the firm as a whole. We may issue presentations or have opinions that are inconsistent with, and reach different conclusions from, this presentation.  No representation is made that any investment process, investment objectives, goals or risk management techniques discussed herein will or are likely to be achieved or successful.   Any forward-looking opinions, beliefs, estimates, assumptions, outlooks, projections, assessments, or similar statements (collectively, “Statements”), constitute only subjective views, estimations or intentions, should not be relied on, are subject to change due to many factors, including fluctuating market conditions and economic factors.  Such Statements involve inherent risks, many of which cannot be predicted or quantified and are beyond our control.  Future evidence and actual results could differ materially from those set forth in, contemplated by, or underlying these Statements, which are subject to change without notice.  Considering the foregoing, there can be no assurance and no representation is given that these Statements are now, or will prove to be, accurate or complete.  Neuberger Berman undertakes no responsibility or obligation to revise or update such Statements.   Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Investments in hedge funds, private equity and other private funds are speculative and involve more risk than more traditional investments. Investments in hedge funds, private equity and other private funds are intended for sophisticated investors only.  Past performance is no guarantee of future results.   Portfolio, volatility or return targets or objectives, if any, are used solely for illustration, measurement or comparison purposes.  Such targets or objectives reflect subjective determinations based on a variety of factors including, among others, strategy and prior performance (if any), volatility measures, portfolio characteristics and risk, and market conditions.  Volatility and performance will fluctuate, including over short periods, and should be evaluated over the time indicated and not over shorter periods.  Performance targets or objectives should not be relied upon as an indication of actual or projected future performance.  Actual volatility and returns will depend on a variety of factors including overall market conditions and the ability of to implement the contemplated investment process, investment objectives and risk management.  No representation is made that these targets or objectives will be achieved, in whole or in part.   This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.   © 2023 Neuberger Berman Group LLC. All rights reserved.

Packet Pushers - Full Podcast Feed
Tech Bytes: Event-Driven Automation With Nokia's SR Linux Event Handler Framework (Sponsored)

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Feb 13, 2023 17:42


Today on the Tech Bytes podcast we talk about Event Handler, a new automation feature in Nokia's SR Linux network OS that lets you automatically run scripts to fix problems when an event occurs. Nokia is our sponsor, and our guest is Roman Dodin, Product Line Manager at Nokia.

Packet Pushers - Full Podcast Feed
Tech Bytes: Event-Driven Automation With Nokia's SR Linux Event Handler Framework (Sponsored)

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Feb 13, 2023 17:42


Today on the Tech Bytes podcast we talk about Event Handler, a new automation feature in Nokia's SR Linux network OS that lets you automatically run scripts to fix problems when an event occurs. Nokia is our sponsor, and our guest is Roman Dodin, Product Line Manager at Nokia. The post Tech Bytes: Event-Driven Automation With Nokia’s SR Linux Event Handler Framework (Sponsored) appeared first on Packet Pushers.

Packet Pushers - Fat Pipe
Tech Bytes: Event-Driven Automation With Nokia's SR Linux Event Handler Framework (Sponsored)

Packet Pushers - Fat Pipe

Play Episode Listen Later Feb 13, 2023 17:42


Today on the Tech Bytes podcast we talk about Event Handler, a new automation feature in Nokia's SR Linux network OS that lets you automatically run scripts to fix problems when an event occurs. Nokia is our sponsor, and our guest is Roman Dodin, Product Line Manager at Nokia. The post Tech Bytes: Event-Driven Automation With Nokia’s SR Linux Event Handler Framework (Sponsored) appeared first on Packet Pushers.

Packet Pushers - Fat Pipe
Tech Bytes: Event-Driven Automation With Nokia's SR Linux Event Handler Framework (Sponsored)

Packet Pushers - Fat Pipe

Play Episode Listen Later Feb 13, 2023 17:42


Today on the Tech Bytes podcast we talk about Event Handler, a new automation feature in Nokia's SR Linux network OS that lets you automatically run scripts to fix problems when an event occurs. Nokia is our sponsor, and our guest is Roman Dodin, Product Line Manager at Nokia.