Podcasts about hedge funds

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Latest podcast episodes about hedge funds

theAnalysis.news
“It Will Take 100 Million Deaths” Hedge Fund Billionaire Warns of AI Threat

theAnalysis.news

Play Episode Listen Later May 26, 2025 7:57


Billionaire hedge fund manager Paul Tudor Jones recently warned that artificial intelligence poses an “imminent threat” to humanity, with a 10% chance it could lead to catastrophic loss of life within 20 years. But while Jones acknowledges the danger, he stops short of identifying the real cause: the reckless, profit-driven race among Big Tech firms and national powers to dominate AI at any cost. We also reveal what Jones doesn't mention: the growing integration of AI into nuclear command and control systems. AI doesn't have to lead us over the edge. Under democratic public ownership, it could help solve the climate crisis—but in the hands of tech monopolies and the military, it could destroy us.

Money Rehab with Nicole Lapin
Ray Dalio (Part 1): Turning His Investing Principles Into a $150 Billion Hedge Fund

Money Rehab with Nicole Lapin

Play Episode Listen Later May 22, 2025 33:54


If you started investing any time within the last five years, it's probably felt like a steady stream of firsts—between a global pandemic, changing interest rates, inflation, war, and recession fears, it's been one plot twist after another. But it's not a new story—it's the same economic movie on repeat. And if you understand the principles behind it, you can learn to master the markets. That's where today's guest Ray Dalio comes in. He's the founder of Bridgewater Associates—the world's largest hedge fund with over $150 billion under management—and the author of New York Times bestsellers like Principles, that's become required reading from Wall Street to Silicon Valley. Ray literally wrote the book on how to invest through any cycle—and today, he's here to teach you how. Pre-order Ray's latest book How Countries Go Broke here. Find all of Ray's books here.

Tokens of Wisdom
Episode 61: Hedge Fund Offering Terms, Part 1: Compensation

Tokens of Wisdom

Play Episode Listen Later May 20, 2025 17:26


Episode 61: Hedge Fund Offering Terms, Part 1: Compensation Today is the first in a series of Tokens of Wisdom episodes walking through the main offering terms for an open-ended fund, aka a hedge fund.  One of the first things I do with new fund clients is take them through a fund questionnaire to determine the offering terms for their new fund. This is usually a one hour conversation, at the end of which I have most of what I need to draft the fund's offering documents. Since I know ToW listeners like it short and sweet, I'm going to break this up into a handful of different episodes. Today's episode discusses compensation terms. Key Points From This Episode: How are fund managers typically compensated?What's a management fee? What's a performance allocation?What variables are relevant for each? Disclaimer: This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us are sharing their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/ Links Mentioned in Today's Episode: Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/Cole-Frieman & Mallon LLP - https://colefrieman.com/Music by Joe Ginsberg - https://www.instagram.com/thejoeginsbergFor any questions or comments, email: tow@colefrieman.com 

The Julia La Roche Show
#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons

The Julia La Roche Show

Play Episode Listen Later May 20, 2025 57:02


Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: https://www.hedgefundtelemetry.com/https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome1:44 - Market volatility conditions in 20253:51 - Comparing Trump 1.0 vs 2.0 economic challenges6:16 - Bond market risks and treasury yields8:40 - Tariffs impact on retailers and consumers10:46 - Federal Reserve's stance and labor market focus14:54 - Potential spillover effects from bond to equity markets18:22 - Technical analysis deep dive with charts24:53 - Overbought market conditions indicators27:40 - Wave analysis and market pattern predictions35:26 - Gold market analysis and trading approach43:34 - Recession outlook and economic projections46:31 - Stagflation risks and Fed response49:07 - Tax cut challenges in current deficit environment54:55 - Closing thoughts and investment advice

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 292 - May 20, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later May 20, 2025 222:35


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Hedge Fund Tips Merchandise Store:https://hedgefundtips-shop.fourthwall.com/Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

Retire With Style
Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook

Retire With Style

Play Episode Listen Later May 20, 2025 44:57


In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the complex world of hedge funds, focusing on strategies like global macro, event-driven, and managed futures. They explain the role of derivatives, the impact of forecasting, and how these approaches can complement a broader investment portfolio, especially in the context of retirement planning.   Takeaways Derivatives are contracts whose value depends on an underlying asset. Global macro strategies rely on macroeconomic trends and require strong forecasting skills. Event-driven strategies aim to profit from corporate actions such as mergers and acquisitions. Managed futures use trend-following techniques to trade commodities, currencies, and other assets. Understanding the distinction between futures and options is essential for informed investing. Hedge funds typically require accredited investor status due to their complexity and risk profile. Hedge fund performance can vary widely depending on market conditions and strategy selection. Managed futures often have low correlation with traditional stock and bond markets, offering diversification benefits. Investors should evaluate how hedge fund strategies align with their broader investment objectives.   Chapters 00:00 Introduction to Hedge Funds and Market Trends 02:34 Understanding Derivatives in Investing 10:14 Exploring Global Macro Strategies 20:29 Diving into Event-Driven Strategies 30:36 Managed Futures: Trend Following Approaches 40:05 Conclusion and Future Discussions   Links  Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it!   Join Us Live on YouTube – June 2nd at 2PM ET! Want to go beyond the podcast and be part of the conversation in real time? Wade and Alex will be hosting a special Retire With Style YouTube Live session, where you can ask your retirement questions and get answers on the spot. Head over to our YouTube channel now, hit Subscribe, and click the bell to get notified when we go live. We'll see you there! https://www.youtube.com/@retirewithstylepodcast   The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/   This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

Daily Inspiration – The Steve Harvey Morning Show
Uplift: He grew up in poverty to become a hedge fund executive, philanthropist, and entrepreneur.

Daily Inspiration – The Steve Harvey Morning Show

Play Episode Listen Later May 18, 2025 26:51 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Demond Martin. Co-founder of Well With All, a Black-owned, purpose-driven health and wellness brand dedicated to improving well-being in underserved communities. Demond shares his incredible journey from growing up in poverty to becoming a hedge fund executive, philanthropist, and entrepreneur. He discusses the inspiration behind Well With All, how personal experiences shaped his mission, and why health equity is just as important as financial wealth. Through his company, he reinvests 20% of profits into initiatives that support Black, Brown, and underserved communities, tackling health disparities, mental wellness, and preventive care. In this episode, Demond and Rushion dive into the racial health gap, the importance of generational wellness, and how Well With All’s premium supplements and wellness products are designed to address the unique health needs of communities of color. He also shares business insights, marketing strategies, and how trust is built in the wellness industry. If you’re passionate about health, entrepreneurship, or making an impact, this episode is for you. Tune in to learn how prioritizing your health can lead to true wealth! #AMI #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Teeth & Titanium
EP.55 - Five Year Anniversary

Teeth & Titanium

Play Episode Listen Later May 18, 2025 110:28


Welcome to Teeth & Titanium, Episode 55, “Five Year Anniversary” This episode features: Current Events            - Reflection on the past 5 years            - CAOMS ICOMS Symposium            - OMFS MD feedback            - Teeth & Titanium Live at ICOMS May 24th @ 4pm Five Year Anniversary Recap Fan Mail            - Board Review Follow-up            - Maxillary non-union feedback            - Medical Licensure in Canada            - I come from a land down under Resident reminder            - Tension vs Cluster Headaches Journal Club -   Balancing Occupational Demands: How Sport Selection Influences the Long-Term Health of Oral and Maxillofacial SurgeonsRecommendations-   Rational Usage of Patient-Specific Implant in Orthognathic Surgery-   Is A Surgeon's Self-Perceived Level of Anxiety Associated With the Type of Surgical Procedure Being Performed? Recommendations            - 4th Quarter Drama            - Hedge Fund crook            - A very long wait Be sure to subscribe so you never miss an episode! Apple / Spotify / Google / Online links Thanks to the CAOMS for their continued support of this podcast. https://www.caoms.com If you would like to contact us, be a guest, or would like to submit a topic for Resident Reminder or Journal club, please email us at: teethandtitaniumOMFS@gmail.com Hosted by Dr. Wendall Mascarenhas and Dr. Oscar DalmaoProduced by Dr. Brad W. Ray Articles/Books cited in this episode: Grillo R, Klausener C. Balancing Occupational Demands: How Sport Selection Influences the Long-Term Health of Oral and Maxillofacial Surgeons. J Oral Maxillofac Surg. 2025 May;83(5):503-504. Ritto FG, Sullivan SM. Rational Usage of Patient-Specific Implant in Orthognathic Surgery. J Oral Maxillofac Surg. 2025 May;83(5):505-506 Odabaşı O, Polat ME. Is A Surgeon's Self-Perceived Level of Anxiety Associated With the Type of Surgical Procedure Being Performed? J Oral Maxillofac Surg. 2025 May;83(5):632-639. Board Review Course (contact Dr. Jenzer in December if interested):MAJ Andrew C Jenzer, DDS: andrew.jenzer@gmail.com

How Do You Use ChatGPT?
The $10B Hedge Fund CEO Who's Betting Big on AI | Will England, Walleye Capital

How Do You Use ChatGPT?

Play Episode Listen Later May 14, 2025 67:27


Will England just pivoted his $10B AUM hedge fund to go all in on AI with a firm-wide email:“I wrote this email using ChatGPT—you should too. As a hedge fund, we should be ashamed to leave money on the table by ignoring AI.”It's working: 75% of his 400-person team are using ChatGPT daily—and Walleye is well on its way to transforming into an AI-first juggernaut. They record every meeting, use LLMs to ingest and analyze earnings reports, and are building “The Borg”—a firmwide intelligence layer.What's surprising? Will isn't some AI hype man: He's the CEO, CIO, and managing partner of Walleye Capital, a multi-strategy hedge fund competing with firms like Citadel, Millenium, and Point72. He's Princeton and Oxford educated, but he's based in Minnesota, doesn't have an X account, and rarely gives interviews.In my experience, teams go as their CEO goes—and Will is the best example of a CEO going all in on AI that I've seen. "It would be irresponsible not to go after AI with maximum discipline and intensity," Will told me—and in this episode he lays out his exact playbook for doing it.We get into:Why AI is essential operating leverage. At Walleye, using AI is treated like using email or Excel. Ignoring it means getting left behind—in an industry where information = money, every edge counts. England makes this not optional for anyone, backed by internal leaderboards and cash incentives.How Will uses AI for journaling and decision-making. Will journals every day using ChatGPT, which helps him with everything from decision-making at work to reflecting on his family life to tracking his workouts. How Will pivoted his billion dollar firm. Will's commitment to AI isn't theoretical—he announced AI as the new standard for work at Walleye, and made avoiding it unacceptable. How to lead during times of technological change. Will leads with an ethic of personal responsibility: "If we get disrupted by AI, that's on me.”Why students of history do better at handling the future. Will sees today like the 1860s–1910s era—when the Industrial Revolution introduced factories and railroads and the skills and roles needed inside of companies transformed quickly.How Will uses AI to write faster. Will uses ChatGPT to help him draft emails or memos that would have taken hours in 15 minutes. He bullets out of his thoughts and then uses LLMs to turn that into polished prose. Having AI handle the linguistic syntax gives him more time for conceptual thinking.This is a must-watch for anyone who wants to lead a team through change with clarity and conviction.  Sponsor:Attio: Go to⁠⁠⁠ https://www.⁠⁠⁠⁠attio.com/every⁠⁠⁠⁠ and get 15% off your first year on your AI-powered CRM.Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Timestamps:Introduction: 00:00:51What pushed Will to go all in on AI: 00:03:25Inside the ‘AI-first' memo Will shared at Walleye: 00:14:08Why you shouldn't be afraid of using AI for work: 00:15:56How Will uses LLMs to sharpen his thinking: 00:31:01Walleye's approach to using AI to reduce risk: 00:35:32What history can teach us about leading through change: 00:39:10Will's first principles to making better decisions: 00:56:45Why Will journals everyday—and how AI makes it easier: 00:58:58 Links to resources mentioned in the episode:Will England: https://walleyecapital.com/bio/will-england Walleye Capital: https://walleyecapital.com/ Work with Every's consulting team: https://every.to/consulting  Everything we've learned from consulting with clients like Walleye: "How We Built a 7-figure AI Consulting Business in Less Than a Year"

The Acid Capitalist podcasts
The Acid Sex Tapes - Confessions of a Hedge Fund Manager

The Acid Capitalist podcasts

Play Episode Listen Later May 13, 2025 32:21


Send us a textWild bets, hot streaks, and a little market seduction.The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today's volatility junkies. If finance had a Tarantino cut, this is it.We rewind to the end of 2002. The Nasdaq's wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9 percent since launch. A hedge fund rookie trading like he's strapped to a rocket and reading tea leaves in reverse. There were no parades. No consensus. Just my gut, and it was twitching.I placed my first real bet, short the dollar. The Dixie was at 110. Five years later, it would bleed to 70. Back then, they laughed. Now they squint at the same charts, claiming they saw it coming. They didn't. But I did. Commodities stopped dying. Gold stopped bleeding. Something turned. And I felt it.This episode isn't about P/E ratios. It's about instinct. Rage. Faith. Hunger. It's about building Eclectica not as a fund but as a fever dream. I didn't chase storms. I waited for them. I didn't knock. I picked the lock. That investor? That was me.We talk Amsterdam Commodities, no website, no pitch deck, no interest in seduction. It smelled of hash and history. It was cheap, opaque, and irresistible. And it hit. Like a ten-bagger. Like something better than sex. No, seriously, would you rather have a one-night stand or a tenfold return on your weirdest position?Oh, and then there's Brazil. The one that ghosted me. The stock I dumped, live, while staring through the glass of their too-polished HQ. They didn't show me respect. So I showed them the door.This is the cockpit view of macro. Of madness. Of the market as mythology. No suits. No soft landings. Just you, me, and a twitch in the eye of the storm. Press play.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 291 - May 13, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later May 13, 2025 90:04


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Hedge Fund Tips Merchandise Store:https://hedgefundtips-shop.fourthwall.com/Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 290 - May 8, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later May 9, 2025 147:39


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Hedge Fund Tips Merchandise Store:https://hedgefundtips-shop.fourthwall.com/Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

Critical thinking, critical issues
The value proposition of hedge funds

Critical thinking, critical issues

Play Episode Listen Later May 5, 2025 11:12


In this episode, Robert Ronneberger, Head of Business Development for Asia, is joined by Dave McMillan, Chief Investment Officer, Hedge Funds, to explore how investors can future-proof their portfolios — specifically within hedge funds. Robert and Dave examine the most common mistakes seen in hedge fund investing, the impact of recent market volatility and other significant changes, such as the normalization of interest rates, and the potential  opportunities in  today's markets.This podcast contains statements on historical performance which may not be repeated in the future. Please note that returns on investments are not guaranteed.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 289 - May 1, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later May 1, 2025 80:29


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Hedge Fund Tips Merchandise Store:https://hedgefundtips-shop.fourthwall.com/Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 288 - April 24, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later Apr 25, 2025 88:26


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

The Money Podcast
Rob Gardner | Hedge Fund Manager Talks Who Controls The Worlds Money

The Money Podcast

Play Episode Listen Later Apr 24, 2025 79:40


SPONSOR: Direct Bullion. Download your free Guide to Gold Pensions Now. (plus get a special bonus).CLICK HERE NOW: https://robmoore.directbullion.com Rob is joined by hedge fund manager Rob Gardner, who has helped over a million clients invest. He shares with Rob how he helps manage other people’s money, his investment strategies and the beliefs and principles he invests and lives by. They also talk about who they think controls the world, the power banks and investment firms hold, and their thoughts on taxation. KEY TAKEAWAYS Rob has a set of investment beliefs and principles that he uses to guide him, particularly with more difficult decisions. It can be easier to work with other peoples money than your own as it isn’t just you working on decisions, but a team, and it also keeps you clear-headed and professional. You have to maintain discipline to be able to invest calmly and safely. It’s also important to recognise that you won’t get every decision right. Rob wants to be financially free by the time he is 55, to meet this target he tries to double his money every year. When investing, it’s important to diversify across equity, bonds and properties. Investing should always be for the long term. For example, when investing in businesses, think about their longevity. Rob believes that we can still live in a capitalist society and reduce on reliance on fossil fuels. The idea of overnight success isn't real, yet people are becoming obsessed with quick results. As a society, we need to think about how we change this mindset to continue to create the entrepreneurs of the future. BEST MOMENTS “Personally I’ve always had a set of investment beliefs.” “Investment is risk, but risk is to shake people off” “I want the freedom to say I don’t want to work” “Ask yourself, if this business didn’t exist, would the world miss it?” “The world and economic growth needs cheap energy and that energy can come from other places” “People don’t realise that a pound note is an IOU” "How do we have radical reform? What is a way to fire up the UK economy again?" VALUABLE RESOURCES https://robmoore.com/ bit.ly/Robsupporter https://robmoore.com/podbooks rob.team ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK’s No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob’s official website: https://robmoore.com/ Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs LinkedIn: https://uk.linkedin.com/in/robmoore1979 See omnystudio.com/listener for privacy information.

The Rebel Capitalist Show
Famous Hedge Fund Manager Reveals If INFLATION or DEFLATION Comes Next

The Rebel Capitalist Show

Play Episode Listen Later Apr 23, 2025 41:45


✅ Come to Rebel Capitalist Live here https://rebelcapitalistlive.com/✅Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com

Onyx and the World of Oil Derivatives
Oil Prices Surged. Hedge Funds Slept. How Headline Fatigue Hid a Major Market Shift

Onyx and the World of Oil Derivatives

Play Episode Listen Later Apr 23, 2025 124:49


Are Hedge Funds Missing the Oil Market Rally? | Flux News Oil Markets Deep Dive – April 2025 In this episode of Flux News, Group CEO, Greg Newman, Harry Campion and Geek in the Seat, Harinder Sandhu break down why the physical crude oil market is surging while hedge funds and CTAs remain under-positioned—and potentially on the wrong side of the trade.Our hosts unpack the implications of U.S.-Iran negotiations, China's quiet crude-buying spree, and refinery margins that continue to signal strength. Whether you're trading Brent, WTI, or niche time spreads, we've got you covered with the essential macro and micro catalysts moving oil prices today.In our new segment, Hedge Fund Watch, Greg, Harry and Harinder discuss RBOB vs. Heating Oil and explain how hedge funds and trade houses are playing both sides of the barrel. Our new segment offers insight into managed money flows and what they mean for price direction. Whether you're learning or trading, this is a must-watch for real market edge.Want to trade? Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/

The FORT with Chris Powers
#384 - Jason Karp - Founder of HumanCo - Hedge Fund Mogul Trades Wall Street for Wellness

The FORT with Chris Powers

Play Episode Listen Later Apr 22, 2025 81:11


In this episode, Jason and I discuss one of the biggest challenges facing America today: the health crisis fueled by our food system.  Jason, a former hedge fund manager turned health entrepreneur, shares how his personal journey through professional burnout, depression, and physical illness opened his eyes to the systemic problems in the way America produces, regulates, and consumes food. We explore how decades of misaligned incentives, corporate lobbying, and regulatory failure have created a food environment that prioritizes profit over public health. Jason explains why rates of chronic disease, obesity, and metabolic disorders are worse than ever despite record healthcare spending and how other countries have taken a much stricter, more effective approach to food safety and nutrition. We also cover: - How Big Food and Big Pharma have benefited from keeping Americans sick - The differences between food standards in the U.S. and Europe - Why eating closer to nature is essential for reversing chronic disease - Practical steps individuals can take today to avoid the worst parts of the American food system - The urgent need for policy reform and better consumer education We also discuss the growing role of psychedelics in mental health treatment, healing trauma, and helping individuals reconnect with themselves in an increasingly disconnected world. This conversation is a candid look at why health outcomes in the U.S. continue to decline—and what it will take to fix it. Whether you're a consumer, an entrepreneur, or simply someone trying to live a longer, healthier life, Jason's insights are a wake-up call and a call to action. We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links: Jason on X - @HumanKarp HumanCo brands - Cosmic Bliss & Against The Grain Gourmet: www.instacart.com/store/brands/humanco-brands/humanco-lp Amara: HUMANCO (20% off discount) - Amara True Food Kitchen: Mention to your server “JUSTTRUE10” for $10 off of $50 at True Food Kitchen through June 30th - TFK Grove Collaborative: "HUMANCO" will give new customers 25% off orders $75+. Grove Support our Sponsors: Vesto: https://www.vesto.com/fort Fort: https://bit.ly/FortCompanies Follow Fort on LinkedIn: https://www.linkedin.com/company/fort-companies/ Mentioned in this episode: How to Change Your Mind by Miachael Pollan - https://a.co/d/dm4RwMY The Immortality Key by Brian Muraresku - https://a.co/d/4u4dJw5 Fruit Loops in the U.S. vs. Candada - https://youtu.be/4uH6Yooxr0Y?si=D7nIZU_-0SaScpSB The American Heart Association opposes bill to ban soda from being purchased with SNAP benefits - https://www.youtube.com/watch?v=tTN2SdMMiig Topics: (00:00:00) - Intro (00:03:58) - Jason's career (00:17:51) - Psychedelic therapy (00:42:47) - Making the decision to leave a 20-year hedge fund career (00:50:46) - How did America become such an unhealthy country? (01:01:01) - Big food vs. big pharma (01:03:25) - Lab grown food (01:05:54) - What's being done to make us healthy again? (01:10:35) - How can the average person start to be healthier (01:15:50) - The truth about alcohol Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Navigating Real Estate, Venture Funding, and Market Shifts: A 25-Year Investor's Journey

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Apr 22, 2025 5:09 Transcription Available


Send us a textIn this episode, a seasoned investor with 25 years of experience in commercial real estate and finance shares invaluable insights into their journey and approach to business. The conversation delves into the evolution of their family legacy, navigating through various investments like alternative assets, hedge funds, and ETFs, as well as their focus on commercial real estate. They discuss the importance of diversification, risk management, and the impact of interest rates on investments. The speaker also reflects on the mistakes made throughout their career, including missing out on understanding market fundamentals, and how they've learned to balance their portfolio for long-term success. The episode touches on lessons learned from the real estate industry, venture funding, and the world of technology, offering practical advice on building resilience and scaling businesses effectively.

CRYPTO 101
Ep. 651 How Hedge Funds Are Trading The Crypto Volatility & Their Top Meme Coin Pick

CRYPTO 101

Play Episode Listen Later Apr 22, 2025 45:03


In this episode of the Crypto 101 podcast, hosts Bryce Paul and Brendan Viehman engage with Rennick Palley, CEO of Stratos, to discuss the current volatility in the crypto market, the implications of global liquidity on Bitcoin, and the ongoing debate between inflation and deflation. They explore the U.S. debt situation, the future of tokenization in finance, and investment strategies in emerging crypto projects, including meme coins. Rennick shares insights on risk management and lessons learned from successful and failed trades, providing a comprehensive overview of the evolving landscape of cryptocurrency investing.Chapters00:00 Introduction 05:59 The Impact of Global Liquidity on Bitcoin09:00 Inflation vs. Deflation: Bitcoin's Role11:47 U.S. Debt and Economic Strategies15:49 The Future of Tokenization in Finance19:50 Investing in Emerging Crypto Projects23:54 Meme Coins: Trends and Strategies27:53 Risk Management in Crypto Investments32:01 Lessons from Successful and Failed TradesCheck out Plus500: https://plus500.comCheck out BODi and use my code CYPTO101 for a great deal: https://www.bodi.comCheck out NPR: https://npr.orgGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Link:https://www.stratos.xyz/about*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Futures Edge Podcast with Jim Iuorio and Bob Iaccino
How to Trade Volatility Like a Pro with Hedge Fund Manager David Meyers

Futures Edge Podcast with Jim Iuorio and Bob Iaccino

Play Episode Listen Later Apr 21, 2025 51:25


Subscribe to Finance Unfiltered Newsletter: ⁠⁠⁠https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2-Can a hedge fund really profit from market panic?David Meyers, founder of Vixy Hedge Fund, joins The Futures Edge Podcast with Jim Iuorio and Bob Iaccino to unpack the complex world of VIX trading and volatility strategies. David dives deep into the structure of VIX ETFs, the role of contango, and how traders can profit from the natural decay in volatility instruments. Learn about the crucial role of risk management, market timing, and why non-correlated assets can be powerful tools in any portfolio.This episode also explores:-How weather impacts a trader's mindset-The psychological dynamics of managing investor expectations-What drawdowns really mean—and how to bounce back-Why baseball strategies may actually mirror successful trading habitsIf you're an investor, trader, or financial professional interested in volatility, ETF mechanics, or how to structure a fund with staying power, this conversation offers practical insights and big-picture thinking.Chapters:00:00 Introduction to the Futures Edge and Guest Introduction02:57 Weather and Lifestyle Impact on Trading Mindset06:06 Understanding ETFs and the VIX Hedge Fund08:55 Contango and Its Effects on Trading Strategies11:55 Risk Management and Margin Calls in Trading14:54 Market Volatility and Trading Opportunities17:53 The Nature of the VIX and Its Trading Dynamics21:00 Drawdowns and Performance Expectations in Hedge Funds31:01 Understanding Profit Fluctuations and Market Timing34:17 The Nature of Non-Correlated Assets36:07 Risk Management and Investor Expectations39:34 The Psychology of Fund Management40:55 The Future of Investment Structures44:02 The Role of Accredited Investors45:28 Baseball Insights and Analogies in Investing

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 287 - April 17, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later Apr 17, 2025 139:22


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

Indexed Podcast
Pectra Upgrade: Will This Save Ethereum?

Indexed Podcast

Play Episode Listen Later Apr 17, 2025 79:08


Today we're joined by Ethereum researcher Christine Kim to go deep on Ethereum's Pectra upgrade, set to launch on April 21.In this episode we're discussing: * Christine's background * Technical know-how * Ethereum technical upgrade coverage * Ethereum Core Dev Calls * Ethereum upgrade governance process * Unpacking the Pectra upgrade * Upgrade goals: L2 scaling, wallet UX, staking & more * BLOBs * Dencun's Ethereum revenue impacts/DA cost reductions * BLOB space demand * Back to ‘ETH is a commodity to pay for gas' * “There are too many active validators” * Reducing validators risks centralizing? * 1M+ validators/improving network efficiencies/Lido solo stakers * Do Ethereum core dev's have a validators target? * EIP-7702 explained * Most looking forward to from EIP-7702 * EIP-7702 limitations * Adoption of type 4 transactions * Christine's new Substack: ‘christinedkim' + upcoming content plansAnd much more—enjoy!—Timestamps: (00:00) Introduction (01:26) Christine's background (03:27) Technical know-how (06:25) Ethereum technical upgrade coverage (08:31) Ethereum Core Dev Calls (12:46) Ethereum upgrade governance process (18:23) Unpacking the Pectra upgrade (22:23) Upgrade goals: L2 scaling, wallet UX, staking & more (25:38) BLOBs (27:50) Dencun's Ethereum revenue impacts/DA cost reductions (34:46) BLOB space demand (38:28) Back to ‘ETH is a commodity to pay for gas' (41:01) “There are too many active validators” (42:44) Reducing validators risks centralizing? (47:24) 1M+ validators/improving network efficiencies/Lido solo stakers (49:27) Do Ethereum core dev's have a validators target? (52:16) EIP-7702 explained (54:37) Most looking forward to from EIP-7702 (1:01:10) EIP-7702 limitations (1:04:46) Adoption of type 4 transactions (1:11:32) Christine's new Substack: ‘christinedkim' + upcoming content plans (1:18:26) Outro —Content links:Christine's Substack: https://bit.ly/4jWnkeD —Follow Christine:https://x.com/christine_dkim https://christinedkim.substack.comFollow the co-hosts:https://x.com/hildobby_ https://x.com/0xBoxer https://x.com/sui414Follow the Indexed Podcast:https://twitter.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby_ @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

The Best One Yet

Harvard is taking on the Trump admin for $2B… so we looked at the Economics of Endowments.60% of Coachella ticket sales were payment plans… it's not buy-now-pay-later, it's pay-now-party-later.Netflix thinks it's recession-proof… So its new internal goal? Hit $1 trillion Dollars.Plus, what's the most forgetful day of the year?... Uber's Lost & Found data just told us$NFLX $SPOT $UBERWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you're obsessed with — From the McDonald's Happy Meal to Birkenstock's sandal to Nintendo's Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It's The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It's The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Matt Locke Show
Why does Harvard need your money?

The Matt Locke Show

Play Episode Listen Later Apr 16, 2025 45:25


The Federal government freezes $2.26 billion funding to Harvard after it refuses to comply. Trump swipes billions in University grants from "Woke" Climate programs. Federal judge blocking Trump's deportation orders has history of Democratic campaign volunteering. Honda eyes major shift to US manufacturing amid Trump tariffs, targets 90% domestic output. 

Una vida invirtiendo - El Podcast de Juan Such (Rankia)
#101: Invertir en tiempos de incertidumbre con Juan Gómez Bada (Avantage)

Una vida invirtiendo - El Podcast de Juan Such (Rankia)

Play Episode Listen Later Apr 16, 2025 137:17


En este episodio charlo con Juan Gómez Bada, CEO y director de inversiones de Avantage Capital EAFI, en un momento especialmente delicado para los mercados: el regreso de los aranceles de Trump y un clima de gran incertidumbre que afecta a inversores de todo el mundo. Desde su enfoque empresarial, Juan explica cómo interpreta estos movimientos geopolíticos, por qué no cambia su estrategia de inversión por motivos macro y qué oportunidades emergen cuando todo parece temblar. A continuación vamos a sus orígenes y amplia trayectoria como inversor profesional. Juan asesora los fondos Avantage Fund, Avantage Pure Equity y Avantage Fund Plan de Pensiones. Fue gestor de fondos de inversión en Popular Gestión y posteriormente fue responsable de la gestión de la cartera propia del grupo Banco Popular hasta 2014 cuando lanzó su propio proyecto. Es licenciado en administración y dirección de empresas por CUNEF y Executive MBA por el IE Business School.Apoya este podcast conociendo a su patrocinador:EBN Banco: Su supermercado de fondos de inversión te permite acceder siempre a la clase más barata, ahorrando de media más de un 30% en comisiones. ¿Cómo lo consiguen? Ofreciendo la clase limpia del fondo de inversión, que es la clase que no tiene retrocesiones. Si un fondo no tiene clase limpia, ofrecen la clase más barata y te devuelven toda la comisión de retrocesión. Así, tu rentabilidad a lo largo del tiempo crece sin costes innecesarios.Indice de temas0:01:00 - Introducción0:01:54 - Gestión de la incertidumbre reciente (Aranceles USA)0:08:16 - Relevancia del entorno macro vs. micro en la inversión0:10:43 - Tesla: Impacto macro y político0:26:04 - Competencia china (BYD) y foso defensivo de Tesla0:28:33 - Inicios en la inversión0:37:53 - Experiencia universitaria: Juego de bolsa0:41:11 - Evolución de la filosofía de inversión (Largo plazo)0:46:36 - Evolución de la valoración de empresas0:50:20 - Criterios de inversión de Avantage0:58:26 - Caso Grifols: Conflicto de interés1:03:35 - Criterios de valoración de empresas1:08:30 - Opcionalidad en Tesla1:10:54 - Diversificación de la cartera 1:13:59 - Visión sobre Hedge Funds, FIL e Indexación1:23:11 - Comisiones en los fondos de inversión1:28:00 - Crítica a las comisiones de éxito1:32:12 - Persistencia de resultados en la gestión activa1:40:30 - Experiencia en el Banco Popular.1:43:16 - Vivencia de crisis económicas (2008, 2012, pandemia)1:48:15 - Análisis de la caída del Banco Popular1:57:10 - La importancia del liderazgo en la empresas y gobiernos2:01:31 - Cartera personal de inversiones2:11:47 - Recomendaciones de lecturaMás información con enlaces a los contenidos comentados en el blog de Juan Such:https://www.rankia.com/blog/such/6799323-101-invertir-tiempos-incertidumbre-juan-gomez-bada-avantage

Wharton FinTech Podcast
Schonfeld CTO, Tom DeBow - Technology and AI's Impact on Modern Hedge Funds

Wharton FinTech Podcast

Play Episode Listen Later Apr 15, 2025 42:05


In this episode of the Wharton Fintech Podcast, Sabrina Fathi sits down with Tom DeBow, CTO of Schonfeld Strategic Advisors, to explore how AI and advanced technology are reshaping modern hedge funds. Tom shares insights from his journey through top-tier firms like SAC Capital and Alphadyne, and dives into Schonfeld's pragmatic yet forward-thinking approach to AI adoption. From developing the firm's in-house AI tool to enhancing talent workflows and unifying data systems, Tom discusses how AI is driving smarter, faster decision-making across the organization without replacing the human edge.

Brazil Crypto Report
#147: From Hedge Funds to Tokenized Investing with Lucas Danicek

Brazil Crypto Report

Play Episode Listen Later Apr 15, 2025 56:18


Lucas Danicek is the founder of Nexa Finance and has over 15 years of experience managing portfolios for some of Brazil's wealthiest individuals and families. Throughout that journey, he identified a critical pain point in traditional investment models: the lack of personalization and accessibility for alternative investments. Nexa Finance's solution uses blockchain and AI to create personalized investment products that can be directly tailored to the specific preferences and risk profile of an individual investor.You can connect with Lucas on Linkedin-----------------------------------------------------------------Binance is the largest platform for trading of digital assets. With over 250 million users around the world, the exchange offers over 350 trading pairs, best-in-class products and services for investors, and advanced tools for institutions players.Binance currently holds over US$ 160 billion in user assets under custody and reached a cumulative historical trading volume of $100 trillion in 2024, showcasing the trust placed in it by users worldwide.With user-focus at the core of its DNA, Binance continuously invests to increase usability, bring new features and deepen security.Liquidity matters. Security is non-negotiable.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join Binance Now⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------------------------------------------------------------

Politics Done Right
USA on path to a Depression: Here is why this reputable hedge fund manager all but said it!

Politics Done Right

Play Episode Listen Later Apr 13, 2025 8:40


This hedge fund manager infers that a Depression may be imminent. Reputable Billionaire investor Ray Dalio predicts that, barring a significant course correction, America is headed for worse than a recession, describing it as 1930.

The MeidasTouch Podcast
Wall Street Turns Against Trump Way Too Late!!

The MeidasTouch Podcast

Play Episode Listen Later Apr 12, 2025 19:31


MeidasTouch host Ben Meiselas reports on Wall Street execs, Hedge Fund execs, and Private Equity execs turning against Trump after they trashed Biden and told us Trump would be great for the economy. Miracle Made: Upgrade your sleep with Miracle Made! Go to https://TryMiracle.com/MEIDAS and use the code MEIDAS to claim your FREE 3 piece towel set and save over 40% OFF! Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Investing For Professional Men & Women
Episode 327: Exploring Hedge Fund Strategies with Mark Anderson, with Mark Anderson

Real Estate Investing For Professional Men & Women

Play Episode Listen Later Apr 11, 2025 44:19


MARK ANDERSEN has been a successful independent derivatives trader for nearly a decade, with experience in data science, applied mathematics, and optimal portfolio construction. He began his career under the mentorship of experienced fund managers before launching MBH Capital Management. He is a seasoned derivatives trader with extensive experience in 0 Days To Expiration index options since the market's inception. During this time, he has developed several profitable, institutional-level portfolios. These quantitative portfolios utilize automation to respond to signals that exploit intra-day pricing dynamics in the expiring index options market. He believes in a balanced approach to portfolio construction, balancing mechanical quantitative trades and long-volatility trades alongside trend-based signals to limit risk. He also dedicates significant effort to self-development through his involvement with Tony Robbins and his philanthropic efforts to end child sex trafficking with his favorite charity, Marci. What You Will Learn: Who is Mark Anderson? What was Mark Anderson's background before entering the real estate industry? How did Mark transition from construction to real estate investing? How did Mark achieve financial freedom through his investments? What are the advantages of Section 8 housing in Mark's investment approach? What challenges does Mark identify with the current real estate investment landscape? How does Mark assess the risks associated with individual real estate investments? What does Mark mean by "gambling" in the context of real estate? How does liquidity factor into Mark's investment philosophy? What insights does Mark provide about government involvement in real estate? What alternative rental strategies is Mark exploring, such as mid-term rentals? How does Mark's hedge fund operate with minimal overnight risk? What is geometric compounding, and how does it apply to investment strategies? What are the key benefits of participating in Mark's fund for potential investors? What steps are involved in registering a hedge fund with the SEC? What challenges does Mark face in raising capital for his hedge fund? How does Mark differentiate between hedge funds and traditional real estate investments? What advice does Mark give about being cautious with private investments? How does Mark encourage investors to approach new investment opportunities? What common pitfalls does Mark warn about in the investment landscape? How does Mark emphasize the importance of liquidity in investment choices? Mark shares how everyone can contact him. Additional Resources from Mark Anderson: Website: https://www.mbhcapitalmanagement.com/ Phone: +11(55)3345678 LinkedIn: https://www.linkedin.com/in/markanderson-mbh/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Web3 Breakdowns
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]

Web3 Breakdowns

Play Episode Listen Later Apr 11, 2025 70:15


My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, "How Not to Invest." We also talk about how he's remained a force in the industry while calling out powerful people, advice for curating the right information diet, and some of his biggest misses.  Please enjoy this conversation with Barry Ritholtz. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Introduction: Why Write a Book on How Not to Invest? (00:00:46) The Genesis of the Book: From Old Notes to New Ideas (00:01:23) Debunking Financial Myths: The Core Concept (00:02:01) The Writing Process: From Mind Maps to Manuscripts (00:03:20) The Influence of Morgan Housel and the Final Push (00:04:42) The Importance of Keeping Track: A Modern Phenomenon (00:05:15) Early Career Lessons and Organizational Skills (00:06:15) The Evolution of Financial Commentary (00:07:24) The Impact of Bailout Nation and Market Predictions (00:12:12) Debating Financial Titans: Respectful Disagreements (00:16:25) Changing Perspectives: High-Frequency Trading and Hedge Funds (00:23:17) The Halo Effect and Epistemic Trespass (00:30:44) Billionaire Advice: Why It Doesn't Apply to You (00:33:34) The Intersection of Media and Investing (00:34:09) Handling Media Questions on Market Predictions (00:35:06) Unpredictable Events and Market Reactions (00:36:47) The Influence of Information and Propaganda (00:38:19) Decision Making and Epistemology in Investing (00:39:25) Curating a News Diet for Investors (00:47:36) Behavioral Insights and Market Patterns (00:49:43) Personal Investment Regrets and Lessons (00:54:07) Technological Advancements in Investing (00:59:07) Balancing Risk and Reward in Investments (01:02:57) Concluding Thoughts and Future Plans Learn more about your ad choices. Visit megaphone.fm/adchoices

Chief Change Officer
#289 Lora Chow: Reveries from the Trading Floor to the Concert Hall — Part One

Chief Change Officer

Play Episode Listen Later Apr 11, 2025 27:42


You don't expect a hedge fund manager to also be writing operas. But Lora Chow has always done things differently. In Part 1, she shares how a childhood love of music led her to Yale, how she pivoted from potential math major to economics and music, and how the Hong Kong hustle—and one very lucrative offer—put finance ahead of passion… at least for a while.This episode isn't about quitting your job on a whim. It's about trusting the detours that make the next chapter possible.Key Highlights of Our Interview:Music and Math at 17“My heart wanted music. But my mom majored in math—and Hong Kong wanted finance.” Why she chose Yale over Cambridge.Ivy League Dissonance“Everyone was applying to Morgan Stanley. I followed the crowd—and got the job.” When ambition meets expectation.Hedge Funds and Harmony“I loved music. But I also wanted a home with a grand piano.” Trading dreams for stability… and circling back.A Voice Silenced“I lost my voice for a year. That's when I started composing.” How injury redirected her path.From Opera to OpportunityHow a summer program in Bulgaria unlocked a deeper calling—and a new kind of creativity._______________________Connect with us:Host: Vince Chan | Guest: Lora Chow (YouTube Channel)  --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.10 Million+ All-Time Downloads.Reaching 80+ Countries Daily.Global Top 3% Podcast.Top 10 US Business.Top 1 US Careers.>>>130,000+ are outgrowing. Act Today.

City Cast Las Vegas
The Missing Veterinarian, the Hedge Fund Buying Our Houses, and Why Vegas Is Cool (According to Locals)

City Cast Las Vegas

Play Episode Listen Later Apr 11, 2025 34:27


The story of a missing veterinarian at Lake Mead took even more twists and turns this week when it was revealed that he'd been caught on video kicking a horse in the head. But does his long apology, posted shortly afterward, explain another side to the story? Co-hosts Dayvid Figler and Sarah Lohman discuss the saga with TheList.Vegas creator Andrew Kiraly. They also talk about recent reporting from the Review-Journal that revealed Clark County's largest homeowner is a New York hedge fund, and an odd little press release claiming Las Vegas is the second "coolest" city in the country — and why it's got us feeling weirdly defensive. Learn more about the sponsors of this April 11th episode: The Neon Museum Want to get in touch? Follow us @CityCastVegas on Instagram, or email us at lasvegas@citycast.fm. You can also call or text us at 702-514-0719. For more Las Vegas news, make sure to sign up for our morning newsletter, Hey Las Vegas. Looking to advertise on City Cast Las Vegas? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 286 - April 10, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later Apr 11, 2025 87:35


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

ITM Trading Podcast
BREAKING: Fed Preps $2T Bailout as Hedge Fund Trade Implodes

ITM Trading Podcast

Play Episode Listen Later Apr 10, 2025 13:04


A $1.8 trillion hedge fund trade is collapsing and very few in the media are talking about it. As Treasury markets break and liquidity vanishes, the Fed is quietly preparing a multi-trillion-dollar bailout. But this isn't just a Wall Street story. If you have savings, a 401(k), or rely on the strength of the dollar, this crisis could hit closer to home than you think—especially if the system turns to bail-ins to contain the fallout. Watch now to understand what's unfolding and how it could impact your financial future.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Afford Anything
Are We Heading for a Recession?, with Bob Elliott, former Head of Ray Dalio's Investment Team at World's Largest Hedge Fund

Afford Anything

Play Episode Listen Later Apr 8, 2025 87:59


#597: A recession is coming, and it might be worse than most people expect. That's the sobering assessment from Bob Elliott, former Head of Ray Dalio's Investment Team at Bridgewater Associates, when he joins us on the podcast. Bob explains that several economic factors are converging to create challenging conditions. The combination of current trade policies, persistent inflation issues, and a Federal Reserve that's constrained in its response is creating significant economic headwinds. Tariffs play a central role in this economic outlook. While their inflationary impact remains debatable, their growth-negative effects are more certain. When imported goods become more expensive, consumers have less money to spend on other things. This reduces demand across the entire economy. Manufacturing and reshoring aren't simple solutions either. Bob points out that building new factories takes about five years, with payback periods stretching 30 years. This timeline explains why CEOs hesitate to make such investments, especially in an environment where policies change unpredictably. This uncertainty has driven CEO confidence to its lowest levels since the 2008 financial crisis, further complicating economic prospects. For individual investors, Bob offers surprisingly straightforward advice. Despite his sophisticated background managing billions, he follows a simple personal investment strategy: dollar-cost averaging and diversification. He even limits himself to reviewing his investments just once annually — typically the Wednesday before Thanksgiving. This disciplined approach prevents overtrading and removes emotion from investment decisions — principles that apply whether you're investing regular income or handling a windfall. Throughout our conversation, Bob emphasizes that the US economy fundamentally runs on consumer spending. When policies redirect money from discretionary spending toward necessities, the effects ripple throughout the entire system. Want to hear more of Bob's insights on recession probability, investment strategy, and economic policy? Listen to the full episode now. Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (0:00) Introducing Bob Elliott, former head of Ray Dalio's investment team at Bridgewater (2:56) Bob discusses high probability of recession due to growth-negative policies (7:00) Tariffs likely growth negative in short-term despite long-term manufacturing goals (14:20) Transition from global supply chains to parallel and redundant manufacturing systems (19:50) Four economic levers: tariffs, tax policy, monetary policy, and government spending (26:15) Stock market reacts to short-term expectations despite positive long-term outlook (34:15) Bond markets performing well as growth slows; potential recession duration of 1-1.5 years (45:40) Long-term productivity growth creates wealth despite short-term volatility (53:15) Dollar-cost averaging and diversification recommended for individual investors (59:15) Bob discusses founding GiveWell to identify highest-impact charitable giving (1:11:10) Bob explains Unlimited Funds, making hedge fund strategies accessible to everyday investors Learn more about your ad choices. Visit podcastchoices.com/adchoices

KNPR's State of Nevada
Why does a New York hedge fund own this many Las Vegas homes?

KNPR's State of Nevada

Play Episode Listen Later Apr 8, 2025 15:58


For a few years, we've known about corporations, hedge funds and other conglomerates buying homes in Las Vegas, then turning them into rentals.

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes - Podcast - Episode 285 - April 3, 2025

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later Apr 4, 2025 107:04


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

X22 Report
[DS] Funding Is Being Cutoff WW, Elon Found The Generals Coordinating The Attacks – Ep. 3610

X22 Report

Play Episode Listen Later Apr 2, 2025 95:01


Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureLee Zeldin is going to show the world that the green new scam was not needed to have clean air, land and water on the planet. Fake news pushing recession. We are in a recession and the Fed will most likely use it to crash the market. Countries are now backing off tariffs, Trump is winning. This is the first phase of the plan. The [DS] is doing what they do best, destroy themselves, the more they do the worse it gets for them. The D's approval rating is down to 21% and dropping. Trump is shutting down the funding to the [DS] WW, this will bring their operation to a screeching halt. Elon has now confirmed that he has found the generals who have been coordinating the attacks on Tesla. The attacks are coordinated and funded. The world is watching.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Trump's tariffs could cause a recession, experts say. Here's how.   A policy of wide-ranging levies on foreign goods could tip the U.S. into a recession, experts said. They pointed to risks of a slowdown for businesses mired in higher tax costs, as well as a shopping slump as consumers curtail spending to pad their savings to help weather price increases and a possible economic downturn.   Source; abcnews.com https://twitter.com/KobeissiLetter/status/1907104700421312760 Canadian leader Doug Ford proposes eliminating tariffs on US imports — if President Trump does the same Ontario Premier Doug Ford proposed Wednesday that Canada could drop its tariffs on US imports — if President Trump did the same for America's northern neighbor. “President Trump's tariffs will put millions of American jobs at risk and raise costs for families across the U.S.,” Ford wrote on X ahead of the US president's expected “Liberation Day” announcement. “I'll be making the case all day directly to Americans: drop the tariffs and let's work together to be the richest and safest two countries on the planet.” Source: nypost.com https://twitter.com/IanJaeger29/status/1907467325055607016?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1907467325055607016%7Ctwgr%5Ee1d580759bdd75ecd44c19acd9980ff584c9dfa3%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Ftownhall.com%2Ftipsheet%2Fjeff-charles%2F2025%2F04%2F02%2Fmexico-backs-down-in-tariff-war-n2654901 https://twitter.com/ExxAlerts/status/1907238553135763503 Hiring Accelerates in March Despite Tariff Hysteria, ADP Reports Private-sector job growth accelerated in March, according to data released Wednesday by ADP, countering gloomy predictions that tariffs would slam the brakes on the labor market. Instead, hiring came in stronger than expected, with 155,000 jobs added across the U.S. economy—even as corporate media and left-leaning economists warn daily of a looming slowdown. Professional and business services led the way with 57,000 new jobs, followed by financial activities with 38,000 and manufacturing with 21,000. In other words, despite the policy “uncertainty” and alleged “downbeat” consumer mood cited by critics of the Trump administration's trade agenda, businesses kept hiring at a healthy clip. Source: breitbart.com   Looks Like Wall Street and GOPe Has Picked Commerce Secretary Howard Lutnick to Attack for Tariffs They Hate  Wall Street, the Bankers, the Hedge Funds, the multinational corporations, K-Street Lobbying firms, Democrats, Republicans, leftists, globalists, and every other segment of the financial media who define themselves through the prism of their bank accounts, need someone else to blame for the Trump tariffs; because Trump doesn...

Registered Investment Advisor Podcast
Episode 198: The Future of Investment Hiring: What RIAs, Hedge Funds, and Asset Managers Need to Know

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 2, 2025 17:22


In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC.  In this episode, executive recruiter Michael Weinstock reveals the challenges and strategies behind placing top talent in the competitive portfolio and investment management world. With decades of experience navigating the buy-side hiring landscape, Michael shares invaluable insights on integrity in recruiting, the evolving job market, and how both firms and candidates can stand out in an industry where trust is everything. Key Takeaways: → Why ensuring honesty and transparency in recruits' experience and expertise is difficult. → How candidates claiming to bring over client assets often overestimate retention. → Why client-facing portfolio managers are essential.  → How firms are rapidly adjusting their hiring based on market fluctuations.  → Why many of the best recruitment candidates come from referrals. Michael Weinstock is an experienced executive recruiter and resume consultant with over 20 years in the financial services industry. After earning his degree from Northeastern University, he built a strong foundation at firms like State Street Bank, New York Life Investment Management, and Citibank Global Asset Management. He spent 12 years at Advisors Search Group in New York City, where he developed a proven approach to talent placement, leading to the founding of Portfolio Placements and Resumes, LLC. With direct access to hiring managers and insights from over 200 HR professionals, Michael helps job seekers refine their resumes, sharpen interview skills, and secure roles in top-tier firms. Connect With Michael: Portfolio Placements and Resumes, LLC. LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rebel Capitalist Show
Is STAGFLATION Back? Used Car Prices Set To Soar, Feds New Hedge Fund Bail Out

The Rebel Capitalist Show

Play Episode Listen Later Apr 1, 2025 53:27


The Rebel Capitalist helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.✅ Come to Rebel Capitalist Live here https://rebelcapitalistlive.com/   ✅ Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro   ✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com

ITM Trading Podcast
The Fed Confirms Crisis as Hedge Fund Bailout Begins

ITM Trading Podcast

Play Episode Listen Later Apr 1, 2025 10:25


The Federal Reserve has quietly pulled back on its quantitative tightening policy. While this may sound like an obscure financial adjustment, for those paying attention, it's a sign of something far more serious. This shift is a clear indication that the foundation of our financial system is under unprecedented strain. The question isn't when to get out of the current system—it's why wait?Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

The Industrial Real Estate Podcast
Class B Industrial Real Estate in 2025

The Industrial Real Estate Podcast

Play Episode Listen Later Mar 31, 2025 65:50


In this episode of The Industrial Real Estate Show, I welcomed back Zach Harris and Hunt Rose of TrueCore Properties for a deep dive into their latest moves in the industrial space. They share how a previous podcast episode led directly to acquiring a FedEx facility in Baton Rouge, why Class B industrial is their sweet spot, and what makes secondary markets so attractive. The duo breaks down their buy box, value-add strategy, and shift to a fund model—all while emphasizing the importance of downside risk analysis, building functionality, and broker relationships. From tariffs to rail spurs to market fundamentals, this episode is packed with actionable insights for investors, brokers, and industrial enthusiasts alike.About Zach: As Managing Director and one of the co-founding partners, Zach is responsible for the leadership, growth, and strategic direction of the company while also overseeing the investment and operational functions. Prior to TruCore, Zach was a Director at Stan Johnson Company for over 12 years, where he specialized in net lease industrial investment sales brokerage for clients nationwide and contributed to the closing of over $5.0 billion in transaction volume.Harris earned his B.S. in civil engineering from Villanova University and his master's degree in business administration from the University of Oklahoma.About Hunt: As Investments Director and a co-founding TruCore member, Hunt oversees investments, financial underwriting, due diligence, and assists in origination of new investment opportunities. Prior to TruCore, Rose was an Associate Director at Stan Johnson Company specializing in providing equity capital solutions for new real estate development projects nationwide. Rose contributed to the capitalization of more than $2.5 billion in transaction volume and placement of over $200 million inequity capital.Rose started his career with Deloitte in the Hedge Fund and Private Equity Advisory Group in Dallas, TX. Rose obtained a Certified Public Accountant designation and earned a master's degree in business administration from Oklahoma State University.Connect with Zach and Hunt:TruCore Investments Website: https://trucoreinvestments.comZach on LinkedIn:   / zacharystevenharris  Hunt on LinkedIn:   / hunt-rose-9229694b  --

WALL STREET COLADA
Trump endurece tarifas globales, Apple entra al sector salud y hedge funds abandonan tech.

WALL STREET COLADA

Play Episode Listen Later Mar 31, 2025 5:07


En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Aranceles globales sacuden a Wall Street: Los futuros caen con fuerza luego de que Trump confirmara que los aranceles del 2 de abril aplicarán a todos los países. Se esperan represalias y posibles “aranceles secundarios” a productos de naciones que comercian con Rusia. La atención también está en el discurso de Powell y el informe de empleo del viernes. • Apple entra al sector salud con IA: $AAPL prepara el lanzamiento de “Health+”, un servicio médico con monitoreo de glucosa y presión, más un coach de salud basado en IA. Además, trabaja en un iPad Pro con chip M5 y módem propio para 2027. El enfoque busca revolucionar la salud preventiva desde el ecosistema Apple. • BOC Aviation compra 120 aviones: La firma con sede en Singapur adquirirá 70 A320NEO ($EADSY) y 50 737-8 ($BA), con entregas hasta 2032. Busca ampliar su flota a 1,000 unidades y reafirma la demanda por aviones de fuselaje estrecho pese a desafíos logísticos globales. • Hedge funds huyen de tech: Según Goldman Sachs, fondos redujeron exposición a acciones tecnológicas a niveles no vistos en cinco años. La venta se concentró en semiconductores, software y hardware de EE.UU., presionando a gigantes como $NVDA y $MSFT. Acompáñanos para entender cómo estos eventos reflejan el impacto de la política comercial, la innovación tecnológica en salud y la evolución del apetito por riesgo institucional.

Mindset by Design
449: How Hedge Fund Leaders and Family Offices Rewire for the Next Generation with Neuroperformance

Mindset by Design

Play Episode Listen Later Mar 27, 2025 71:28


The Neuro Performance Podcast with Andy Murphy 3M+ Downloads | Trusted by Family Offices, Hedge Funds & Elite Decision-Makers A deep dive into how family offices and hedge fund leaders can rewire the brain for generational success using neuroscience, emotional mastery, and performance psychology.

Forward Guidance
The Death Of American Exceptionalism? | Le Shrub

Forward Guidance

Play Episode Listen Later Mar 26, 2025 60:00


In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy! __ Follow Le Shrub: https://x.com/agnostoxxx Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (00:02) The End of American Exceptionalism (03:28) Trump Policies and European Response (08:45) China's DeepSeek Moment (13:00) Ledger Ad (13:45) US vs. Europe (22:52) The Role of Hedge Funds and Pension Funds (32:53) Ledger Ad (33:37) The Role of Hedge Funds and Pension Funds (Con't) (35:51) US Market Flexibility vs. European Rigidity (37:07) Risks and Opportunities in Europe (44:51) Trading the US Detox Period (50:26) Bond Market vs Fiscal Policies (58:09) Final Thoughts & Main Takeaways __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The Dividend Cafe
Tuesday - March 18, 2025

The Dividend Cafe

Play Episode Listen Later Mar 18, 2025 8:03


Market Update: Mixed Economic Data and Market Volatility - March 18th In this episode of Dividend Cafe, Brian Szytel recaps the market happenings of Tuesday, March 18th. Following two days of gains, the market experienced a pullback with the Dow down 260 points, representing a 2.25% decline for the year. The S&P and NASDAQ also recorded losses. Szyte discusses a continued rotation from growth to value stocks and the impact of geopolitical issues. Key economic indicators such as housing starts, building permits, import prices, and industrial production are examined, illustrating a mixed economic outlook. The episode also addresses the U.S. trade deficit and its implications, along with insights from research analyst Rene Aninao on hedge funds and market correlations. Upcoming Federal Reserve talks and potential tariff announcements are anticipated for the week ahead. 00:00 Introduction and Market Overview 00:58 Economic Indicators and Housing Data 02:47 Trade Deficit and Fiscal Policy 03:29 Global Currency and Investment Dynamics 04:08 Hedge Funds and Market Correlation 05:41 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com