Podcasts about hedge funds

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

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The global economy faces a renewed challenge if the conflict that’s choked the Strait of Hormuz isn’t resolved in a matter of weeks, said International Energy Agency Executive Director Fatih Birol.(2) A measure of sterling’s strength rose to its highest level in a year on Wednesday following reports that incoming UK Prime Minister Andy Burnham will name Shabana Mahmood as his Chancellor of the Exchequer. (3) Russian soldiers only live an average of 20 to 30 minutes on the battlefield because of Ukraine’s artificial-intelligence attack drones, CIA Director John Ratcliffe said on Wednesday. (4) JPMorgan CEO Jamie Dimon said the risks raised by Anthropic PBC’s Mythos artificial intelligence model are a “real issue” that the US government is on top of now. (5) The world's biggest hedge funds are tapping portfolio managers at smaller firms for ideas, paying for "buyside alpha" signals, and seeking out raw trading ideas from small managers. (6) Europe's Coal Mines Claim Their Methane Emissions Have Plummeted. But Have They? Podcast Conversation: The Line Outside Is Almost More Famous Than the FoodSee omnystudio.com/listener for privacy information.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcOne of my direct mentors was Larry Hite, the first billion-dollar hedge fund manager… and today, I'm breaking down one of the most powerful options lessons he ever taught me.In this deep dive, we explain how rolling deep-in-the-money options can create futures-like leverage on individual stocks, while keeping risk controlled through position sizing, ATR, and strict exit rules. This is the same core idea behind using options for capital efficiency: control more stock exposure without tying up your entire portfolio.We walk through exactly how rolling works using real trades in Apple, Everpure, Okta, and Zscaler. Instead of selling winners too early or shrinking position size as a trade works, rolling lets you take partial profits, free up capital, reduce risk, and keep the trade alive at full size.That's the ninja hack.We compare what would have happened if the original options were never rolled versus what actually happened after rolling. The result? Similar or better profits in several cases, but with significantly less risk still left on the table.✅ Larry Hite's deep-in-the-money options lesson✅ Why rolling options can reduce risk without cutting position size✅ ATR position sizing and consistent dollar risk per trade✅ Apple, P, OKTA, and ZS roll examples✅ Bank and Ride, roll credits, extrinsic value, delta, and spreads✅ Sector Intelligence Map and VEEE's explosive moveIf you've ever wondered how professional traders stay in big winners without panicking out too early, this episode shows the math, mechanics, and psychology behind it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

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

The Moneywise Radio Show and Podcast Monday, July 6th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  

SPONSORED BY NURP Nurp is algorithmic trading designed specifically for busy professionals who don't have time to watch markets. Check out http://www.start.nurp.com/doctors  to learn more. --- Physicians are constantly pitched the next "can't miss" investment opportunity—but how do you separate legitimate strategies from financial hype? In this sponsored episode, Drs. Tim and May Hindmarsh sit down with Jeff Sekinger, founder of NURP, to unpack algorithmic trading, quantitative investing, and where alternative investments may fit into a physician's overall financial strategy. Jeff explains how institutional-style trading technology differs from traditional investing, why emotional investing often hurts long-term returns, and how busy professionals can explore quantitative trading without actively managing every trade themselves. As always, this conversation is educational—not financial advice—and encourages listeners to ask questions, do their own research, and make informed decisions.   In This Episode Why physicians are frequently targeted by investment marketers What algorithmic (quantitative) trading actually is How institutional investors use automated trading systems The difference between hedge funds and licensed trading technology Why diversification goes beyond stocks and bonds Understanding alternative investments Managing risk with predefined controls Liquidity versus locked-up investments Tax considerations for active trading Using demo accounts before investing real money Where algorithmic trading may fit within a long-term portfolio Key Takeaways Algorithmic trading removes emotion. Trading decisions are based on mathematical models and historical testing rather than fear, hype, or headlines. Alternatives should remain a small allocation. Rather than replacing traditional retirement investing, alternative strategies may serve as a complement within a diversified portfolio. Risk management matters. The discussion emphasizes setting predefined loss limits, adjusting position sizing, and understanding volatility before investing. Education comes first. Listeners are encouraged to learn how any investment works before committing capital—and to test strategies using demo accounts whenever possible. Physicians deserve better financial education. Medical training prepares physicians to care for patients—not necessarily to manage wealth. Understanding investment basics can lead to better long-term financial decisions.   Resources Mentioned NURP Demo Platform Modern Portfolio Theory (MPT) Efficient Frontier Quantitative (Algorithmic) Trading Gold Momentum Trading Strategies Section 1256 Tax Treatment Roth IRA vs. Taxable Brokerage Accounts Sponsor Disclosure   This is a sponsored episode featuring NURP. Sponsorship does not influence the hosts' questions or opinions. Nothing discussed in this episode should be considered financial, legal, or tax advice. Always conduct your own research and consult qualified professionals before making investment decisions Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

https://www.sadis.com/ 212-947-3793 In this episode of The Attorney Post, Ron Geffner offers an inside look at one of the country's most active financial services law practices. As a founding member of Sadis & Goldberg LLP and leader of its Financial Services Group, Geffner shares decades of experience advising hedge funds, investment managers, family offices, and financial professionals navigating an increasingly complex regulatory landscape. Throughout the conversation, Geffner demonstrates that success in financial services law requires much more than technical legal knowledge. It demands strategic thinking, business awareness, and an understanding that every legal decision ultimately affects a client's ability to grow and protect their business. Sadis & Goldberg LLP has established itself as a nationally recognized firm serving investment funds and financial institutions. Each year, the firm helps launch approximately 80 investment funds, placing it among the country's leading law firms in the hedge fund industry. Beyond fund formation, the firm advises clients on SEC compliance, corporate transactions, mergers and acquisitions, tax matters, ERISA issues, securities litigation, and regulatory enforcement. Many attorneys focus exclusively on legal risk. Geffner believes effective counsel must also understand business constraints such as operating expenses, fundraising timelines, market conditions, and available capital. Rather than offering one-size-fits-all advice, he works closely with clients to determine the most practical legal strategy based on their individual goals. Beginning in the SEC's Investment Company Act enforcement division, he developed firsthand experience investigating regulatory compliance and understanding how enforcement agencies evaluate financial firms. Geffner explained that when government regulators become involved, one of the biggest mistakes organizations make is reacting emotionally or providing unnecessary information before understanding the issues. Instead, he recommends remaining calm, gathering the relevant facts, consulting experienced counsel, and developing a thoughtful legal strategy before responding. Many operational disputes arise not because businesses intend to violate regulations, but because communication between founders, investors, and employees becomes inconsistent over time. Rather than resisting technological change, Geffner believes law firms must integrate new tools while continuing to deliver the personalized advice that clients cannot obtain from software alone. This philosophy aligns with Sadis & Goldberg's broader strategy of offering multidisciplinary legal services through attorneys with diverse backgrounds. By combining securities regulation, corporate law, tax planning, litigation, and business counseling under one roof, the firm positions itself as a comprehensive advisor instead of a narrowly focused legal provider. Reflecting on both his professional and personal experiences—including entrepreneurship, parenting, and life's unexpected challenges—Geffner emphasized that influence often comes through consistency rather than grand gestures. For attorneys, entrepreneurs, investment professionals, and business leaders alike, Ron Geffner's conversation offers valuable insight into the intersection of law, finance, regulation, and leadership. His career demonstrates that the most effective legal advisors are those who combine technical expertise with business judgment, empathy, and a long-term commitment to helping clients succeed.

In this episode, Liz Ann Sonders sits down with Keith McCullough, founder of Hedgeye, to revisit his “quads” framework—a model that categorizes market environments based on the direction of economic growth and inflation. McCullough emphasizes process over prediction, arguing that investors should focus on the momentum of these variables to adapt to rapidly shifting market conditions. The conversation explores a volatile macro backdrop marked by geopolitical shocks, leadership changes at the Fed, and evolving market structure. McCullough explains how increased instability has accelerated market cycles, requiring a more nimble, data-driven approach. He outlines his view that inflation likely peaked and is set to decelerate, setting up a shift toward disinflation, and potentially slower growth, over the coming quarters. They also discuss implications for asset allocation, including declining bond yields globally, a rotation away from mega-cap dominance, and opportunities in under-owned, rate-sensitive sectors like housing and real estate. McCullough highlights growing risks tied to market concentration, new equity supply (including major IPOs), and speculative activity, while stressing the importance of disciplined, rules-based investing. The episode concludes with a discussion of investor behavior, with McCullough urging listeners to detach from narratives and emotions, and instead rely on process, data, and adaptability in an increasingly fast-moving market environment. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To keep up with Keith McCullough, you can follow him on X: @KeithMcCullough On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Investors in ETFs should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus via 1-800-435-4000.  Please read the prospectus carefully before investing. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Currencies are speculative, very volatile and not suitable for all investors. Investing in cryptocurrencies involves risk, including the risk of total loss of principal invested. Cryptocurrencies such as bitcoin and ethereum are highly volatile, are not backed or guaranteed by the bank, any central bank or government; are not deposits; are not FDIC insured; are not SIPC protected; and lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have.  Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.  All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Schwab does not recommend the use of technical analysis as a sole means of investment research. Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.  The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  The book Diary of a Hedge Fund Manager is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content. The PHLX Semiconductor Sector Index (SOX) is a capitalization-weighted index composed of 30 semiconductor companies. (0626-2U7S) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

John is joined by Shawn Fagan, the Chief Legal Officer of Citadel LLC and a key legal figure at Citadel Securities. Citadel is the most profitable hedge fund globally, while Citadel Securities is a leading market maker, processing nearly one-third of U.S. equities and options trades. They discuss Shawn's insights into the unique legal challenges of these rapidly growing organizations.Shawn has essentially four clients: Citadel, Citadel Securities, founder Ken Griffin, and Griffin's family office. His responsibilities extend beyond legal oversight to include regulatory affairs and compliance, reflecting the complexities of modern finance.Shawn's journey to Citadel was unconventional. He started as a litigator at Bartlit Beck, a boutique trial firm, where he spent nearly half his time in trial. He participated in high-profile cases, including Bush v. Gore, but ultimately realized that trial work was not his passion. A chance meeting with Ken Griffin led to an in-house opportunity at Citadel, where he has now been for 20 years.During that time, Citadel has grown from 1,000 employees and $12 billion in assets under management to 4,900 employees and $65 billion in assets under management. The focus of Shawn's role at Citadel is building the right teams to meet the demands of rapidly growing markets around the world, developing technology to ensure regulatory compliance across billions of transactions every day, and maintaining consistent standards in an organization that continues to grow at an extraordinary pace.Citadel has engaged in several high-profile legal battles, including lawsuits against the SEC and IRS, reflecting the firm's willingness to challenge regulations it views as unreasonable and unduly burdensome. When retaining outside counsel, Shawn looks for lawyers with strategic vision who can articulate a clear path to winning cases.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

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

In this conversation, Dr. Marc Smith shares his journey from hedge fund trading in New York's financial district to building an integrated ketamine psychiatry practice in California. After three years in finance doing trading and sales, Dr. Smith made the bold decision to completely pivot his career toward medicine, driven by a desire for purpose and meaning that his financial career couldn't provide.Dr. Smith's path took him through Columbia University for medical school, followed by psychiatry residency at USC, where he discovered his passion for interventional treatments like TMS and ketamine therapy. His unique perspective, having worked in both profit-maximizing finance and purpose-driven healthcare, provides valuable insights into the challenges of maintaining ethical medical practice in an increasingly commercialized healthcare environment.Dr. Smith's practice, Clear Ketamine + Psychiatry, represents an integrated model where he personally handles psychiatric evaluation, preparation therapy, ketamine treatment administration, and post-treatment integration sessions.What You'll Learn in This Episode· Career transition insights - How Dr. Smith navigated the complete pivot from finance to medicine, including the challenges and rewards of choosing purpose over profit in healthcare· Mental health crisis analysis - Dr. Smith's perspective on factors contributing to rising depression, anxiety, and suicide rates, including social isolation, technology impacts, and healthcare access barriers· Treatment-resistant depression understanding - Why 30% of patients don't respond to traditional antidepressants and how ketamine offers a different mechanism through NMDA receptor antagonism and neuroplasticity induction· Integrated practice model - Dr. Smith's unique approach combining psychiatric evaluation, preparation therapy, ketamine administration, and integration sessions all under one provider rather than outsourcing components· Intentions versus goals framework - How to help patients set internal emotional states they're striving for (intentions) alongside specific, measurable functional outcomes (SMART goals) for comprehensive treatment planning· Ketamine as catalyst concept - Understanding how ketamine works like "jumpstarting a car" to improve mood and motivation, while ongoing therapy and lifestyle changes provide the maintenance needed for sustained improvement· Ethical practice building - Dr. Smith's mission to combat ketamine stigma through evidence-based protocols while addressing concerns about recreational associations and inappropriate use in the field· Private practice autonomy benefits - How owning your own practice allows values-driven decisions that may conflict with profit maximization, contrasting with private equity-driven healthcare models· Business building practical advice - The importance of talking to other practice owners, understanding it's a marathon not a sprint, and knowing your limitations to outsource effectively· Biopsychosocial treatment approach - Addressing biological, psychological, and social elements of mental health through medications, therapy, exercise, sleep, nutrition, social connection, and nature exposureEpisode 58 show notes:00:00:00 - Teaser: Profit vs. Purpose in Healthcare 00:00:35 - Episode Introduction00:02:03 - Dr. Smith's Background: From East Coast to Medicine 00:02:30 - Career Transition: Three Years in Financial Industry 00:04:12 - Discovering Psychiatry Through Clinical Rotations 00:05:32 - Why Psychiatry: Deep Relationships and Human Connection00:08:50 - Tools in the Toolbox: TMS, Ketamine, and Treatment Options 00:09:30 - The Leap: Stepping Away from Finance Success 00:11:17 - The Marble Metaphor: Chiseling Away What We Aren't 00:12:46 - Self-Actualization and Gratitude in Medicine 00:14:01 - USC Residency and Academic Reception of Ketamine 00:16:54 - Evidence-Based Medicine and the Slow Pace of Change 00:19:17 - Mental Health Crisis: Social Isolation and Technology 00:22:50 - The Invisible Nature of Mental Health Challenges 00:25:28 - Private Equity vs. Patient Care: The Business Tension 00:30:18 - Private Practice Autonomy and Values-Based Decisions 00:32:15 - Clear Ketamine + Psychiatry: The Integrated Model 00:36:11 - Treatment Protocol: Six Sessions with Therapy Integration 00:37:56 - Ketamine as Jumpstart: The Car Analogy 00:42:00 - Intentions vs. Goals: Internal States and SMART Outcomes 00:46:30 - Ethical Standards and Combating Ketamine Stigma 00:50:15 - Practice Building Advice: Talk to Other Providers 00:52:55 - Rapid Fire Questions: Book Recommendation 00:54:52 - Last Meal 00:55:52 - Pickleball Obsession and the Philosophy of the Game 00:56:50 - Time Travel00:58:46 - Alternative Career01:00:04 - Advice to 20-Year-Old Self01:01:53 - Contact Information and Practice Details 01:03:03 - Final Thoughts: Gratitude and Evidence-Based Care 01:04:20 - Ending and ResourcesThanks for listeningConnect with Dr. Marc Smith at:Website: https://www.clearketapsych.comInstagram: @clearketapsych, @marcsmithmdLinkedIn: www.linkedin.com/in/marcsmithmdGoogle Maps: https://maps.app.goo.gl/GCHVy8q183c7WvfLA

To premiere Season 2 of the Humans of Purpose Podcast, Mel sits down with Josh Ross from Humanitix. Josh Ross walked away from a hedge fund partnership at 26, turned down a lucrative career, and co-founded one of Australia's most radical companies with his best friend. Humanitix is an online event ticketing platform with one extraordinary difference: 100% of profits from booking fees go directly to charity. Not some. All of it. To date, they've donated over $20 million to education programs, health initiatives, environmental causes and indigenous affairs around the world. In this conversation, Mel sits down with Josh to talk about what it actually takes to leave behind a version of success the whole world recognises — and build something the world genuinely needs. They explore the pact Josh made with his co-founder on a hiking trip in Sri Lanka that changed the direction of both their lives, what it means to challenge the conventional wisdom that business and social good can't coexist, and why the most powerful lever for change might just be the booking fee on your next event ticket. This one is for anyone who has ever felt the pull of a more purposeful life and wondered whether it was actually possible.

Ben turns a family trip to an amusement park with nephew Jude into a full-blown game of Mortal Kombat! Along the way, there's elementary-school pizza courtesy of "Doris," lemonade with no lemons, and an Apple Watch-fueled adventure. Ben transforms into an artificially flavored Robin Hood, taking down Bernie Madoff at the Hedge Fund game, before embarking on a scavenger hunt to save the 2026 NFL Book'em. Add in Hollaring James breathing, wheezing, and farting simultaneously, and you've got peak Benfoolery. Subscribe, like, and enjoy! Follow, rate & review "The Fifth Hour!" https://podcasts.apple.com/us/podcast/the-fifth-hour-with-ben-maller/id1478163837 Engage with the podcast by emailing us at RealFifthHour@gmail.com ... Follow Ben on Twitter @BenMaller and on Instagram @BenMallerOnFOX ... #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

Ben turns a family trip to an amusement park with nephew Jude into a full-blown game of Mortal Kombat! Along the way, there's elementary-school pizza courtesy of "Doris," lemonade with no lemons, and an Apple Watch-fueled adventure. Ben transforms into an artificially flavored Robin Hood, taking down Bernie Madoff at the Hedge Fund game, before embarking on a scavenger hunt to save the 2026 NFL Book'em. Add in Hollaring James breathing, wheezing, and farting simultaneously, and you've got peak Benfoolery. Subscribe, like, and enjoy! Follow, rate & review "The Fifth Hour!" https://podcasts.apple.com/us/podcast/the-fifth-hour-with-ben-maller/id1478163837 Engage with the podcast by emailing us at RealFifthHour@gmail.com ... Follow Ben on Twitter @BenMaller and on Instagram @BenMallerOnFOX ... #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

Explore how systematic investing drives discipline, diversification, and resilience across market cycles.In this episode of the FEG Insight Bridge, Greg Dowling speaks with Leda Braga, CEO of Systematica Investments, about her journey from academia to leading a global quantitative investment firm. She explores how systematic investing has evolved, the role of discipline and diversification across market cycles, and how advances in data and AI are shaping quant strategies. Leda also reflects on lessons from decades in finance and what it takes to build resilient, process-driven portfolios.

These New Betting Laws are already getting pushback after Massachusetts introduced a rule requiring sportsbooks to notify bettors when their accounts are limited and provide a reason. On paper, it's framed as transparency for consumers, but early reactions from bettors suggest it doesn't actually explain much—just a polished way of saying winning action isn't welcome. The debate has quickly turned into whether this is real protection for bettors or just another layer of messaging that changes nothing about how limits are applied. Also on today's show, the ongoing Haralabob vs Matt Kalish feud continues to escalate, with Haralabos Voulgaris challenging the consistency and fairness of industry narratives around prediction markets and sportsbook growth strategies. The discussion has spilled into broader questions about hypocrisy, market evolution, and how legacy betting companies justified their early expansion tactics. On top of that, hedge funds and trading firms like SIG are reportedly struggling to retain or recruit top-tier traders, as prediction markets and independent trading opportunities give sharp talent more freedom than ever before. On today's LIVE Circle Back, host Jacob Gramegna is joined by Porter of BA Analytics, pro sports bettor Chinamaniac, and sharp bettor Isaac Rose-Berman. The show goes live Thursdays at 4 PM ET on Circles Off, part of The Hammer Betting Network.

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

Sponsored by Pepperstone Would you get hired by a hedge fund? The traits funds screen for before they let anyone near a book are the same ones that keep a retail account alive. No billions or trading desk required... it's behaviour, discipline and self-awareness. We go through what they look for at hiring, what they demand once you're managing a book, and the honest question underneath it all: would you hire yourself?

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

What if everyday traders finally had access to the same kind of market intelligence hedge funds have used for decades? In this powerful episode, we sit down with Jamar James, founder of DCG Trader, to unpack how AI is completely reshaping the future of trading — and why the old way of learning markets is broken. Jamar isn't another social media "guru" selling screenshots and hype. He built an AI-powered trading ecosystem designed to help ordinary people think and execute like professionals. His platform, the DCG Mastermind Scout, delivers institutional-style market reports, sector rotation scans, and actionable trade setups from simple commands. At the center of it all is his revolutionary concept: The Operator Mindset. Instead of emotionally chasing trades, Operators use AI-validated intelligence to make smarter, more disciplined decisions. It's a complete shift in how people approach wealth-building in today's markets. In this episode, we discuss: Why most retail traders keep losing money How AI is leveling the playing field between Wall Street and Main Street The difference between "trading" and becoming an Operator Building an AI trading engine from scratch — without a finance degree Why transparency is becoming the most valuable currency in trading education The collapse of trust in the guru economy How Jamar proves his system live instead of posting cherry-picked screenshots If you've ever felt like the market wasn't designed for people like you, this conversation may completely change your perspective. This episode is for: ✔ Aspiring traders ✔ Entrepreneurs interested in AI ✔ People tired of fake financial influencers ✔ Anyone curious about the future of investing and automation

This week on Swimming with Allocators, Earnest and Alexa welcome Mike Kakenmaster, Director of Investments at Loyola University Chicago, to discuss how a small endowment builds and scales a modern private capital and venture program. Mike shares his journey from hedge funds and a family office to Loyola, explaining how being a generalist across asset classes (hedge funds, buyout, credit, venture) helps him see risks, opportunities, and market cycles more clearly. The conversation covers the shift of LP attention between private markets and hedge funds, how Loyola doubled its private capital allocation, and why they moved deliberately into venture instead of rushing into brand-name funds. Mike also explains why early-stage track records can be misleading, how he evaluates managers (portfolio construction, reserves, access, networks, and founder/company quality), and why smaller and emerging managers can be especially compelling. Also, Chuck Daly of Sidley focuses on how first-time fund managers should thoughtfully build their operational and governance infrastructure, especially around disclosures and conflicts of interest, so they can run a real business, protect LPs, and clearly communicate how they'll handle inevitable issues. Highlights from this week's conversation include: From Hedge Funds And Family Office To Loyola Investment Office (0:30) What Keeps Mike Interested in Allocating and Fund Investments (3:14) Advantages of Being a Generalist Across Multiple Asset Classes (5:42) Shift of Capital Between Private Markets and Hedge Funds (10:30) Growing Loyola's Private Capital Allocation and Building from Scratch (13:22) Early Days Entering Venture During a Hot Fundraising Environment (16:51) Operational Infrastructure, Disclosures, and Conflicts Framework for GPs (19:20) Governance Framework and Handling Unforeseen Conflicts of Interest (22:40) Avoiding Overreliance on Early Venture Track Records and Marks (27:53) Evaluating Reserves, Follow-On Decisions, and Portfolio Construction (32:14) Loyola's Venture Strategy, Emerging Managers, and Fund Size Sweet Spot (34:34) Advantages of Partnering with Smaller Endowments for GPs (39:16) Advice to Smaller Endowments Starting a Venture Program (43:20) Final Thoughts and Takeaways (46:21) Founded in 1870, Loyola University Chicago is one of the nation's largest Jesuit, Catholic universities, with nearly 17,000 students. The University has four campuses: three in the greater Chicago area and one in Rome, Italy, as well as course locations at our Retreat and Ecology Campus in Woodstock, Illinois. The University features 13 schools and colleges, including the Quinlan School of Business, Marcella Niehoff School of Nursing, Stritch School of Medicine, Parkinson School of Health Sciences and Public Health, Arrupe College, College of Arts and Sciences, School of Communication, School of Continuing and Professional Studies, School of Education, School of Environmental Sustainability, School of Law, School of Social Work, and Graduate School. Consistently ranked a top national university by U.S. News & World Report, Loyola is also among a select group of universities recognized for community service and engagement by prestigious national organizations like the Carnegie Foundation and the Corporation for National and Community Service. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think about with respect to commodities exposure and the types of investments they want to make? How do hedge funds go about a lasting edge in the commodities sector? And then why commodities and why, in particular, metals and mining? Our guest is Matt Heap, founder and CIO of Forth Fund Management, a sector specialist hedge fund dedicated to metals and mining, launching in Switzerland. Matt has had a phenomenal career in metals trading, both in hedge funds at OrionResource Partners, and then prior to that, as Louis Dreyfus, where he was global head of metals For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Send us Fan MailIn this episode we dig into the state of the American consumer's balance sheet, which on paper isn't broke but is increasingly "boxed in." We walk through eye-opening Federal Reserve data: total household debt hit an all-time high of $18.8 trillion in Q1 2026 (up $4.6 trillion since pre-COVID), credit card balances peaked at $1.25 trillion with rates north of 20%, and while headline wages are up roughly 32% since 2020, real inflation-adjusted earnings have grown just 2-3% against housing, insurance, and grocery costs that have surged 60-80%. The result is a deepening K-shaped economy where homeowners are sitting on a record $17.8 trillion in equity, including roughly $11.6 trillion that's "tappable," but can't realistically refinance out of their 2-3% pandemic-era mortgages.That sets up a fascinating conversation with Kerry Finley, founder of Tacora Capital, about Home Equity Investment options (HEIs), a product profiled in a recent Bloomberg piece. Unlike a HELOC, an HEI isn't debt: an originator like Point Digital buys a percentage of the equity in your home for cash today (with a volatility haircut), takes no monthly payments, and settles up when you sell or refinance. Kerry breaks down a clean example using a million-dollar home with a $600K mortgage, explains why this product fits borrowers who can't clear the 750+ FICO bar for a HELOC (including 1099 and K-1 earners), and why the average returns on these instruments have been around 17% since 2015.We also explore why this isn't a 2008 redux, where HEIs fit in residential real estate's hyper-local landscape, and how the product might actually serve as a credit-curing tool for consumers carrying expensive card debt. Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Send us Fan MailIn this exclusive clip from a high-level investor panel, This investor shares blunt insights on why many Reg D investment deals fail investors, the hidden risks most people ignore, and what smarter investors are looking at instead heading into 2026.He also reveals why due diligence is everything, the lack of investor control in many private deals, and where he sees opportunity in specialty finance and alternative assets with low correlation.Topics Covered:✅ Why Reg D deals can be risky for investors✅ The problem with illiquidity and manager control✅ Hidden fee structures explained✅ Best niche alternative assets for 2026✅ 300 due diligence questions every investor should askIf you invest in private equity, real estate, hedge funds, venture capital, or alternative assets, this is a must-watch.

Het mocht even duren maar Huawei heeft het voor elkaar. De Chinese chipmaker heeft een nieuwe techniek ontwikkeld en claimt daarmee in een hogere versnelling te zijn geschoten. Met LogicFolding lopen ze binnenkort nog maar 3 jaar achter op concurrent TSMC, waar de schatting nu altijd nog 5 jaar was. En dat allemaal zonder de meest geavanceerde chipmachines van ASML. Goed of slecht nieuws voor de chipsector buiten China? Dat hoor je in deze aflevering. Verder hebben we het over alwéér een overname in de markt van maaltijdbezorgers. Na Just Eat Takeaway is nu ook Delivery Hero aan de beurt. Uber wil het hebben, en heeft al een groot belang. Maar dat werpt wel wat vragen op over de mogelijke marktmacht van Uber. En dan zijn er ook nog een aantal grote investeerders in Delivery Hero, die vinden dat ze te weinig betaald krijgen voor hun aandelen. Je hoort nog over de crash van Ferrari, na de lancering van hun langverwachte elektrische model. De Luce valt niet in goede aarde bij beleggers. Gelukkig is er troost in Italië: want de beurs in Milaan is - na 26 jaar - eindelijk over de dotcom-crash heen. En we vertellen je nog waarom de bestuursvoorzitter van BP nog geen driekwart jaar na zijn aanstelling alweer moet vertrekken. Te gast: Marc Langeveld van het Antaurus AI Tech Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Simplicity is the ultimate sophistication is what Steve Jobs said. ARY ROSENBAUM says that should be the same for 401(k) plans.

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

Send us Fan MailWhat is the one market signal the sharpest investors on Wall Street are watching right now? The S&P 500? The Fed funds rate? Oil prices? Inflation data? We sat down with Elizabeth Burton, the new Chief Strategist at Fortress, one of the world's biggest and most respected hedge funds, to ask what actually matters most in this market — and her answer might surprise you.This is the same Elizabeth Burton who, back in 2020, made the call that inflation would be sticky, not transitory — while much of the market, and even the Fed, was still arguing the opposite. Now she's back with another uncomfortable view: the market may be focusing on the wrong risks again. In this episode, we ask why the bond market matters so much, whether investors are too eager to believe we're going back to a 2018-style world of low rates and easy returns, whether the panic over private credit is missing a bigger problem in private equity, and what happens if AI disruption doesn't stop at software.We also get into the next sector that could be blindsided by AI, why the allocator world may become increasingly K-shaped, how the biggest institutions could fall behind if they can't move fast enough, and what market risks keep investors up at night even more than private credit. Plus, Elizabeth tells us how she almost became a New York City beat cop, why Fortress is not the private equity shop some people think it is, and how she almost got denied insurance coverage after being accused of climbing Mount Everest.You do not want to miss this episode!!Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

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

Most investors spread themselves too thin across markets they barely understand. Jiries Dawaher is here to change that. In this episode, he walks through his four-step system for analyzing your market the way hedge funds and institutions do, using tools that are completely free and available to anyone. The investors winning right now aren't guessing. They're using the same information the big boys use, and it's been there the whole time.   KEY TALKING POINTS: 0:00 - Intro 0:31 - Finding A Winning Market 0:43 - Step 1: Start In Your Own Backyard 3:37 - Step 2: Take Notes & Find Hot Communities 10:32 - Step 3: Set Up Your Hot Sheets 12:26 - Step 4: Set Up Your Buy Box 14:42 - Summing It Up 15:05 - Outro   LINKS: Instagram: Jiries Dawaher https://www.instagram.com/jiriesd   Website: WholeScaling (Free) https://www.skool.com/brrrr/    Instagram: David Lecko https://www.instagram.com/dlecko   Website: DealMachine https://www.dealmachine.com/pod   Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments   Website: Heritage Home Investments https://www.heritagehomeinvestments.com/

This week, we explore the stories behind some of the market's most misunderstood concepts—from the medieval origins of the word “hedge” to the rise of modern hedge funds and the risk-management strategies that still shape Wall Street today. We also break down the often-confused difference between bond coupon rates and yield to maturity, explaining why the price you pay for a bond can matter just as much as the interest it pays.Plus, we discuss an important estate-planning rule that could allow heirs to inherit a home and keep the existing mortgage without being forced to refinance, answer a listener question on whether Water ETFs offer a smart way to invest in long-term water scarcity and AI-driven infrastructure demand, and examine the growing disconnect between weak consumer sentiment and a stock market pushing back toward record highs.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 9, 2026  |  Season 40, Episode 19Timestamps and Chapters8:44: Etymology of “Hedge” in Hedge Fund16:44: Income vs. Return: Understanding Bond Math27:20: The Rule That Lets You Keep the House—and the Loan33:23 Will Water ETFs Make a Good Long-Term Investment?37:31: Why Is Everyone Bearish While the Market Rallies?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

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

Shashank Yadav joins this episode of AI Supercycle to discuss how AI trading agents are coming for hedge funds, how Fraction AI is building that infrastructure, and more. Shashank Yadav is Co-Founder of Fraction AI, ex-Goldman Sachs AI researcher.The Rollup is where the leaders of digital assets and finance converge.Timestamps:00:00 Intro00:25 Shashank's Background01:32 Goldman Sachs AI Role03:35 Risk Over Returns04:19 Perps: Biggest Driver05:35 How Index Works07:04 Will AI Push Back?09:07 Why Perps & Hyperliquid10:46 Goldman Advisor Today11:21 Index Is Live11:57 25,000 Strategies Run13:38 Best Strategy Revealed14:51 Trade Less, Win More16:47 Prediction Markets Next18:15 Market Structure Future19:24 The YouTube Analogy21:22 Agent Marketplace Coming22:32 AI Security Concerns23:47 No Wallet Access25:02 How To Get StartedWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

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

Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in.Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trump and the Economy, Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?, VanEck Alternative Asset Manager ETF (GPZ), Medtronic plc (MDT), Abbott Laboratories (ABT), Jobs and Immigration Crackdown, Algonquin Power & Utilities Corp. (AQN), The Home Depot, Inc. (HD), The Global Economy.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (0:43)  — Fred Liu's Investment Philosophy (2:39)  — Looking for Owner-Operators (4:49)  — Why Fred Liu Concentrates His Portfolio (8:29)  — Thoughts on Trimming Winners (16:03)  — Investing in Rational Capital Allocators (19:15)  — What Fred Liu Saw in Sea Limited and Shopee in 2018 (32:38)  — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba (44:49)  — Why Fred Liu Exited Pinduoduo (46:48)  — Expectations With Sea Limited  (51:48)  — Shopee's Strategy in Brazil Compared to Mercado Libre (58:22)  — AppLovin Investment Thesis (1:05:07)  — Expectations for AppLovin Going Forward (1:09:15)  — AppLovin's Risks (1:11:49)  — Where You Can Find Fred Liu -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

Wolfpack is back. And we've been thinking a lot about the housing crisis in America. It feels like this topic has been damning for every administration... And now hedge funds are interested in the music industry? Bill Ackman wants to buy UMG... What could that mean for the artists and the future of the craft?

¡Sígue a Uri!  https://www.instagram.com/magendav  https://www.youtube.com/⁨@magendav⁩  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unete al grupo de inversión: https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join   Escucha mi Audiolibro:  De Novato a Inversionista - El ABC de la Bolsa de Valores https://bit.ly/NovatoInversionista Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks? We speak with Jan Szilagyi, CEO of Reflexivity and former global macro investor, on how AI is being deployed inside hedge funds and why this moment may be more transformative than the ChatGPT hype cycle suggests. We explore AI-driven idea generation, solving small sample size problems, execution gaps, labor disruption, and whether a world of universal AI tools compresses alpha or expands it. Enjoy! TIMESTAMPS: 00:00 Intro 02:01 From Druckenmiller to Macro 05:28 Why the Name Reflexivity 07:58 Why AI Unlocks Finance 11:40 Solving Small-Sample Macro 17:19 Known and Unknown Unknowns 23:15 When Data Beats Chatbots 28:27 Does AI Kill Alpha? 34:02 Best Strategies for AI 39:13 Jobs, Productivity, and Policy 45:10 Compute Needs Real Resources FOLLOW GUEST › Reflexivity X – https://x.com/ReflexivityAi › Reflexivity Website – https://reflexivity.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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

Mike Switzer interviews Ashton Lawrence, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Air Date: 3–31-2026 Today we examine how money and power have captured American sports from every angle — gambling platforms operating as unregulated casinos, private equity turning franchises into financial assets, leagues suppressing player pay while selling access to politicians, and a sports media apparatus too compromised to report any of it. It's almost all the problems with America on display in one industry. Be part of the show! Leave a voice message, message us on Signal at the handle bestoftheleft.01, or email Jay@BestOfTheLeft.com Full Show Notes Check out our new show, SOLVED! on YouTube! BestOfTheLeft.com/Support (Members Get Bonus Shows + No Ads!) Join our Discord community! TOP TAKES KP 1: Trump's Record $239M Inauguration & the Sports Owners Who Funded It | Spolitics - Jemele Hill - Air Date 4-30-25 KP 2: We Investigated The Shady Business Behind The UFC - More Perfect Union and Luke Thomas - Air Date 3-6-26 KP 3: World Cup CHAOS As Trump And FIFA Abuse Iran - The Ring of Fire - Air Date 3-21-26 KP 4: ESPN & the Death of Journalism - Drew Gooden - Air Date 3-3-26 KP 5: This WNBA CBA Deal Is Bigger Than Basketball… - The Women's Hoops Show - Air Date 3-24-26 KP 6: Senator Chris Murphy CRACKS DOWN on Prediction Markets | PTFO - PABLO TORRE FINDS OUT - Air Date 3-26-26 (00:46:46) NOTE FROM THE EDITOR Sports Expose Everything Wrong With America — And Fans Have More Power Than They Think DEEPER DIVES (00:58:11) SECTION A: SPORTS ARE POLITICS & CULTURE (01:58:11) SECTION B: GAMBLING ON EVERYTHING IS BAD IDEA (02:30:27) SECTION C: THE WOKE NBA, NOT THAT WOKE (03:08:12) SECTION D: THE BILLIONAIRES ARE ALWAYS THE PROBLEM SHOW IMAGE CREDITS Description: Composite image of the silhouette of a business man in a suit holding up an upside-down golden umbrella full of sports balls in a celebratory way as money rains down behind him. Credit: Internal design. Component images from Pixabay   Produced by Jay! Tomlinson Visit us at BestOfTheLeft.com Listen Anywhere! BestOfTheLeft.com/Listen Listen Anywhere! Follow BotL: Bluesky | Mastodon | Threads  Like at Facebook.com/BestOfTheLeft  

Syed Arbab looked like the next financial prodigy—a frat house day trader who turned beer-soaked bravado into a successful hedge fund. Except that wasn't exactly the whole truth. When the SEC came knocking, Syed doubled down, lied, and kept going. Chameleon is a production of Campside Media and Audiochuck. Follow Chameleon on Instagram @chameleonpod Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Note from James:Is he the most hated man in America? I don't think so.Martin Shkreli was notorious for various reasons that you'll hear about in this episode—there are some crazy stories—but I've come to know Martin over the past few months as both a friend and business partner.Let's just hear his stories and explanations. I think you'll agree with me that this is one of the smartest people I've ever had on the podcast.Episode Description:Martin Shkreli became one of the most controversial figures in business history—labeled “the most hated man in America,” prosecuted, imprisoned, and publicly vilified.In this conversation, he tells his side of the story.Part 1 focuses on how media narratives form, why conviction and risk-taking matter in entrepreneurship, and the deeper mechanics behind the pharmaceutical controversy that made him famous. He explains the economics of drug pricing, insurance systems, neglected medications, and why public perception diverged so dramatically from what patients actually experienced.The episode also explores learning across disciplines, intellectual courage, prosecutors' incentives, and how public scandals evolve into legal consequences.Whether you agree with him or not, the discussion raises uncomfortable questions about business, regulation, media, and reputation.What You'll Learn:Why media narratives can shape public opinion more than factsThe real economics behind pharmaceutical pricing and insurance coverageHow entrepreneurs learn complex industries without formal trainingWhy conviction and risk tolerance are essential in investing and businessHow incentives within legal and political systems influence outcomesTimestamped Chapters:[00:02:00] “Most Hated Man in America” — Media Narratives & Reputation[00:03:11] A Note from James[00:03:45] Humor vs. Backlash: Handling Public Criticism[00:06:39] Conviction, Investing & Standing Your Ground[00:09:00] Optimism, Forgiveness & Business Relationships[00:12:08] The Pharma Controversy Begins[00:14:52] From Hedge Funds to Biotech CEO[00:17:40] Learning New Industries from Scratch[00:19:00] Staying Curious & Avoiding Fear of Complexity[00:21:00] Borrowing Knowledge Across Domains[00:23:06] How People Actually Learn Complex Skills[00:29:00] Entrepreneurship, Ego & Motivation[00:31:20] The Daraprim Pricing Decision Explained[00:34:00] Neglected Drugs & Pharma Economics[00:37:00] Profit Motive vs. Public Good[00:41:13] Why He Became the Target[00:45:00] Prosecutors, Incentives & Legal Strategy[00:47:00] Hedge Funds, Technical Violations & Trials[00:50:00] High-Profile Cases & Selective Enforcement[00:53:00] Media Attention & Personal DecisionsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.