Podcasts about mispriced

On today's MJ Morning Show: Wells Fargo employee dies at work, not found for days Morons in the news Mispriced item in a store leads to ethical question Another Red Lobster in Bay Area... Top 10 songs to celebrate Labor Day #1 story... St. Pete Dr.'s office #2 story... couple in Pueblo, Colorado, receives a stinky gift MJ given a laser-etched Milton gift, in honor, plays a classic Crotchety bit Referee shortage in the Tampa Bay area... We took calls Couple 'gettin' it on' in a vehicle accidentally kick the gearshift Couple changes dirty diaper on flight in the row...  Making sourdough bread on a flight Footlocker is moving their corporate HQ to St. Pete Uber driver goes nuts and takes revenge over a bad review MJ saw a piece of metal in the road on his drive home from the station... what was it? House for sale won't sell because of noise from nearby pickleball court Roxanne's 'review' of movie "Blink Twice" Update on terrorists who caused Taylor Swift's concert cancellation Matt Lauer's daughter is in trouble... MJ has advice for Pizza Hut

On today's Off & On The Clock, Pete, Jon, and Nez catch up on training camp news involving the Broncos and analyze a couple of backfields with weird pricing before hopping in a BBMV draft where Jon definitely "accidentally" autos Kyle Pitts.

Following the attempted assassination of Donald Trump, Jared discusses the idea of the “Trump trade” gaining momentum as the US nears its 2024 election, how black swan events tend to cluster, and the mispricing of volatility. He also addresses declining inflation, the potential for the Fed to cut rates, and how small caps are showing signs of a comeback.

Growth stocks have had a truly spectacular 12 months, with many fortunes being made from investing in stocks like NVIDIA (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI), which have soared 154% and 170%, respectively.  In the last year alone, the NASDAQ 100 has lifted 26% - meaning, over the past five years, the bourse is now up 153%. Ahh! The benefit of retrospect.  So, is there any value left on offer among the world's greatest growth stocks?  To find out, Livewire's Ally Selby was joined by Loftus Peak's Alex Pollak and Magellan's Alan Pullen.  They analysed three growth stocks, including Qualcomm (NASDAQ: QCOM), Microsoft (NASDAQ: MSFT) and Walmart (NYSE: WMT) and each named a growth stock that they believe has been undervalued by the market.  Happy bargain hunting! Note: This episode of Buy Hold Sell was recorded on Wednesday 17 July 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/buy-hold-sell-5-mispriced-growth-stocks/ 

“So, geopolitics really is more about defining possibilities and getting ready for any possibility so that if the crazy thing happens, ah, I've thought about it before. And I know what I'm going to do when that happens, rather than I'm going to perfectly be able to identify the scenario.” - Jacob Shapiro, Cognitive Investments--This week's episode features a future regular guest of Taylor Made Macro, Jacob Shapiro, from Cognitive Investments. Jacob is a true neutral geopolitical analyst that approaches the world and the markets with humility and back-breaking labor to arrive at his conclusions. Chase and Jacob discuss current events in global elections, the importance of finding original news sources, paying attention to news that seems strange, and implementing a ranking system for the avalanche of information one needs to get through to do this work each day. This helps you with the most important takeaway of the episode: scenario planning. Thinking about what could happen helps you prepare if it does happen. --Timestamps:(00:00) – Intro(01:38) – Charity: William and Anne Monroe Shapiro Endowment(02:16) – Mexican Elections: Shienbaum is a Scientist (08:13) – Modi's Age and Charisma Have Their Limits(11:29) – South Africa's Apartheid History Overshadows the Geopolitical Potential(14:39) – Individual Leaders Can Have a Great Amount of Agency in the Right Moment, with the Right Circumstances(17:54) – Milei's Economic Changes Could be Trading Short-Term Pain for Long-Term Meaningful Change(25:23) – Mexican, Brazilian, and Saudi Arabian ETFs Are (as of recording) Mispriced. (27:16) – Between Two Pines(32:43) – Scenario Imagination and Admitting You're Wrong are too Important When Money is on the Line(36:32) – Google Translate Your Way to More Accurate, Ground-level News, and Dissect the Piece of Info that Seems Strange(44:04) – Spanx vs. High Nutritional Reading (46:07) – Jacob's Books: All the King's Men by Robert Penn Warren & Psychology of Intelligence Analysis by Richards Heuer [Jr.](47:14) – Notion Helps Organize Information(51:44) – Finding the Original is the Most Important Task (53:37) – High Level Meeting Summaries: Pay Attention to Divergence (56:10) – Don't Put on a Trade Unless You Can Get to Confidence(58:40) – Geopolitical Analysis is not a Hard Science(1:02:14) – Swim to Connect Dots(1:03:10) – Half-Holocaust Survivors / Half D.C. Socialites – Bridging the Various Classes Perspectives for Better Political Analysis(1:06:36) - Plugs--This Episode's Charity:In honor of Jacob's parents, an endowment for First Generation American citizens has been established at Oxford College of Emory University. Please donate here.Jacob and Chase raised $20 for charity this week! --Referenced in the Show:Cognitive Dissidents (Soon The Jacob Shapiro Podcast): Depreciable Line of InformationMovie:

These names are the most incorrectly valued assets in fantasy football, they should be selected many rounds ahead of their current ADP. Shawn Siegele and Colm Kelly discuss the names that you can draft to smash their ADP and lead you to glory! Listen in to find out who! Timestamps: 0:00 Intro 2:00 RotoViz Overtime Listener leagues - Get involved! 5:00 The Most Crazy FFPC ADP Targets - Dalton Kincaid, Brock Bowers, Jaylen Waddle, Malik Nabers 21:00 Stefon Diggs is WILDLY mispriced - Tank Dell, Nico Collins 30:00 Outro Subscribe to the RotoViz YouTube Channel here! HOSTS RotoViz Radio Executive Producer Colm Kelly (@OvertimeIreland) RotoViz co-owner Shawn Siegele (@FF_Contrarian) SPONSORS BetterHelp - This episode is brought to you by BetterHelp. Give online therapy a try at betterhelp.com/ROTOVIZ and get on your way to being your best self. Underdog Fantasy – Get a 100% deposit match on your first deposit up to $100 when you sign up at Underdogfantasy.com using this link or the promo code ROTOVIZ. Listeners of RotoViz Radio can save 10% on a one-year RotoViz subscription by visiting RotoViz.com/podcast or by using the promotional code "rvradio2024" at the time of purchase. Gametime - Download the Gametime app, create an account, and use code ROTOVIZ for $20 off your first purchase. SHOW NOTES RotoViz Radio provides the power for RotoViz Overtime. Email: RotoVizRadio@gmail.com @RotoVizOvertime on Twitter Learn more about your ad choices. Visit podcastchoices.com/adchoices

These names are the most incorrectly valued assets in fantasy football, they should be selected many rounds ahead of their current ADP. Shawn Siegele and Colm Kelly discuss the names that you can draft to smash their ADP and lead you to glory! Listen in to find out who! Timestamps: 0:00 Intro 2:00 RotoViz Overtime Listener leagues - Get involved! 5:00 The Most Crazy FFPC ADP Targets - Dalton Kincaid, Brock Bowers, Jaylen Waddle, Malik Nabers 21:00 Stefon Diggs is WILDLY mispriced - Tank Dell, Nico Collins 30:00 Outro Subscribe to the RotoViz YouTube Channel here! HOSTS RotoViz Radio Executive Producer Colm Kelly (@OvertimeIreland) RotoViz co-owner Shawn Siegele (@FF_Contrarian) SPONSORS BetterHelp - This episode is brought to you by BetterHelp. Give online therapy a try at betterhelp.com/ROTOVIZ and get on your way to being your best self. Underdog Fantasy – Get a 100% deposit match on your first deposit up to $100 when you sign up at Underdogfantasy.com using this link or the promo code ROTOVIZ. Listeners of RotoViz Radio can save 10% on a one-year RotoViz subscription by visiting RotoViz.com/podcast or by using the promotional code "rvradio2024" at the time of purchase. Gametime - Download the Gametime app, create an account, and use code ROTOVIZ for $20 off your first purchase. SHOW NOTES RotoViz Radio provides the power for RotoViz Overtime. Email: RotoVizRadio@gmail.com @RotoVizOvertime on Twitter Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Coventry and Anthony Cervino discuss WRs and TEs that they see as being mispriced in terms of recent ADP. PrizePicks Download PrizePicks today and use code ROTOPOD for a first deposit match up to $100! Sign up now!  Pick more. Pick less. It's that easy! Circa Stadium Swim, at Circa Resort and Casino in Downtown Las Vegas, is America's favorite place to watch sports. Level up this year's fantasy football draft and make Stadium Swim your #1 pick.  Click here to learn more details about hosting your 2024 fantasy football draft at Stadium Swim! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Sandy Nairn, chief investment officer and at Global Opportunities Trust (GOT), alongside Alan Bartlett from specialist advisory firm Goodhart Partners; and Richard Watts, a co-manager of Chrysalis Investments Ltd (CHRY). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:02:46 - Summary of results 0:03:52 - Corporate news and announcements 0:06:04 - This week's guests 0:07:55 - Money Makers Circle 0:08:37 - Q&A with Sandy Nairn and Alan Bartlett 0:09:09 - The situation with the market sell-off 0:12:15 - The shape of the portfolio 0:14:54 - The type of investor interested in the Trust 0:20:37 - Portfolio differences to other trusts 0:24:27 - Volunteer Park Capital Fund 0:28:40 - Portfolio performance 0:37:51 - Mispriced volatility 0:39:52 - Communication 0:43:04 - Potential for yield, and the use of gearing 0:44:57 - Q&A with Richard Watts 0:45:48 - The current position for Chrysalis 0:52:09 - Realising value 0:57:13 - Plans for the holdings 1:02:10 - The cash position 1:04:53 - The enhanced risk process 1:07:30 - Is Chrysalis a 'complex investment'? 1:09:08 - Ambitions for the next five years 1:12:14 - Close Trusts mentioned this week (with tickers): BlackRock Smaller Companies Trust (BRSC), Asian Energy Impact Trust (AEIT), Abrdn Equity Income (AEI), Polar Capital Global Healthcare (PCGH), Baillie Gifford European Growth (BGEU), Tritax Eurobox (EBOX), Henderson Euro Trust (HNE), Henderson European Focus (HEFT), UK Commercial Property (UKCM), Tritax Big Box (BBOX), Pantheon International (PIN), Chrysalis (CHRY). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of CQS Natural Resources Growth and Income (CYN). Future profiles include  RTW Biotech Opportunities (RTW) and CT Private Equity (CTPE). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Are markets acting efficiently when they price carbon risk? Alex Edmans talks to Alissa Kleinnijenhuis and Tim Phillips about how the earnings announcements of high emitters suggest mispricing of transition risk and argues that we should think of ESG is both extremely important – and nothing special.

Ian is joined by Jeremy Saunders and the duo begin the show discussing recent central bank decisions. With four major central banks abandoning their tightening bias, the data has undermined the market reaction by showing a stronger underlying economy. Jeremy talks about the problem with short-end pricing in Canada versus the United States, while Ian shows why US and Canadian inflation is more comparable than meets the eye. Jeremy provides his view on the latest Treasury refunding announcement and the implications on QT, while Ian discusses why recent BoC measures to bring CORRA back to target won't work. The duo spend some time opining on the path of swap spreads, and have a friendly disagreement on whether the belly is cheap or rich in Canada.

Today we're joined by portfolio managers Connor Gordon and Chris Maludzinski, as they discuss the kinds of opportunities that they are unearthing in small cap companies across the globe. They co-manage the top rated Fidelity Global Small-caps Opportunities Institutional Trust. Connor explains their investment strategy, which includes ‘quality plus change equals mispricing.' They search for situations where there is change and dislocation which creates uncertainty. Through that uncertainty with Fidelity's research advantage, they try to find situations where they can form a differentiated view of the future. Connor adds that they are looking for companies that have great free cash flow dynamics, high return on capital that allows them to grow at higher rates over time. Chris adds in the small-cap space, it really is prone to mispricing and dislocation. They look for exceptional management teams, companies that have really high return on invested capital, and more importantly large growth runways in front of them. Recorded on November 9, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss the most important developments in 2023, his thesis around "Kinetic Energy" building in the industry, how investors should be looking at companies and much more. Follow Scott on Twitter @ ⁠https://twitter.com/srg444 

Scope creep. Mispriced projects. Unexpected challenges during a project. What's your responsibility and what falls to your client? This week we tackle a curly question for someone in the middle of a sticky project.

Press Coverage, Season 1, Episode 14:  Justin Boone (@justinboone) from the Score joins Theo Gremminger (@TheOGfantasy) to plant flags and explain some of their boldest predictions for 2023. -- In this episode, Theo and Justin provide valuable insights into Why knowing Desmond Ridder's end of season statline could be fruitful Mispriced offenses to target and profit from How to approach the Miami backfield The case for Lamar to break fantasy AGAIN Justin's flag plant: Garrett Wilson Get ready to take your fantasy football game to the next level, tune in now to gain the upper hand in your leagues. -- Check out 1st & Fifteen ➔https://pod.link/1570174729 Subscribe to Press Coverage directly ➔ https://pod.link/1695353849 -- Timestamps: 5:05 - Why knowing Desmond Ridder's end of season statline could be fruitful 10:30 - Mispriced offenses to target and profit from 16:30 - How to approach the Miami backfield 21:00 - The case for Lamar to break fantasy AGAIN 29:45 - Justin's flag plant: Garrett Wilson --

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced. You can find more of Jesse's work here: https://t.co/bvf4IL8Oha Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, listen as Amna Nawaz, Investment Analyst in the OCIO at CrowdStreet, discusses the world of commercial real estate, uncovering mispriced opportunities, market trends, and the art of navigating a changing economic landscape. They also discussed: Mispriced opportunities in the CRE market due to inefficiencies, especially in the face of historically high interest … Continue reading Episode 178 – Decoding the CRE Puzzle with Amna Nawaz →

Dave Caban and Curtis Patrick consider four players with early ADP that the RotoViz Team has ranked differently than FFPC Redraft ADP... The RotoViz Fantasy Football Show is powered by RotoViz Radio. HOSTS Dave Caban (@davecabanff) – RotoViz Co-Owner  Curtis Patrick (@CPatricknfl) – RotoViz Co-Owner  The RotoViz Fantasy Football Show A RotoViz podcast covering all things fantasy football, hosted by Dave Caban and Curtis Patrick SPONSORS MYFFPC - The FFPC Stat Attack is brought to you by myffpc.com the home of season-long high stakes fantasy football RotoViz- Listeners of RotoViz Radio can save 10% on a one-year RotoViz subscription by visiting RotoViz.com/podcast or by using the promotional code "rvradio2023" at the time of purchase. Gametime - Download the Gametime app, create an account, and use code ROTOVIZ for $20 off your first purchase. SHOW NOTES Email: RotoVizFFshow@gmail.com  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dave Caban and Curtis Patrick consider four players with early ADP that the RotoViz Team has ranked differently than FFPC Redraft ADP... The RotoViz Fantasy Football Show is powered by RotoViz Radio. HOSTS Dave Caban (@davecabanff) – RotoViz Co-Owner  Curtis Patrick (@CPatricknfl) – RotoViz Co-Owner  The RotoViz Fantasy Football Show A RotoViz podcast covering all things fantasy football, hosted by Dave Caban and Curtis Patrick SPONSORS MYFFPC - The FFPC Stat Attack is brought to you by myffpc.com the home of season-long high stakes fantasy football RotoViz- Listeners of RotoViz Radio can save 10% on a one-year RotoViz subscription by visiting RotoViz.com/podcast or by using the promotional code "rvradio2023" at the time of purchase. Gametime - Download the Gametime app, create an account, and use code ROTOVIZ for $20 off your first purchase. SHOW NOTES Email: RotoVizFFshow@gmail.com  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Egros, Erin Hawksworth and Joe Ostrowski take a look at some of the mispriced Over/ Under win totals in College Football this season, and discuss which ones are so mispriced that they'd be worth betting on prior to the start of the season. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

With Dan on assignment, Matt takes the reins and wrangles Ken Kelly into his bunker while Ryan holds on tight for a wild show where we discuss players whose production could far surpass their draft capital in 2023, much like Josh Jacobs did in 2022. We follow up with another mock draft, this time with players who are either too high or too low in our June Superflex ADP. Follow @DLFpodcast @dmeylor22 @MattPriceFF @RyanMc23

With Dan on assignment, Matt takes the reins and wrangles Ken Kelly into his bunker while Ryan holds on tight for a wild show where we discuss players whose production could far surpass their draft capital in 2023, much like Josh Jacobs did in 2022. We follow up with another mock draft, this time with players who are either too high or too low in our June Superflex ADP. Follow @DLFpodcast @dmeylor22 @MattPriceFF @RyanMc23

In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:04) How to Spot Mispriced Volatility (16:34) Evaluating the GBTC Trade (24:13) Blackrock's BTC ETF Filing (28:02) What's Going on with Alts? (33:02) The Bifurcation of Crypto (38:40) Reflexivity and Macro Bullishness (41:52) Pre-Positioning Telegraphed Events (44:25) Miners are Pivoting to AI - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Greetings & welcome back to the rose bros podcast.This episode, we are joined by Anthony Marino - President & Chief Executive Officer of Tenaz Energy.Tenaz Energy is a publicly listed energy company on the TSX with a market cap of ~$65,000,000.Tenaz has domestic operations in Canada, along with offshore gas assets in the Netherlands. Anthony Marino is former President and CEO of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience with AEC, Santa Fe Snyder, Plains and Atlantic Richfield.Mr. Marino holds a BS Petroleum Engineering (U. of Kansas), MBA (California State U.), Chartered Financial Analyst (CFA).In addition, Mr.Marino is a Non-Independent Director, Board, Tenaz Energy.Among other things we sat down and discussed growing the Tenaz recapped share price by 30%, reducing cost of capital & how to spot mispriced assets. Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show

Famous Brands, Sun International and Reunert are on the radar of Vanessa van Vuuren from Sanlam Investments.

Adam Levitan, Evan Silva, and Ryan Reynolds sit down to discuss the awards betting market landscape. They talk through feasible options and longshots for MVP, Offensive Player of the Year, Defensive Player of the Year, Coach of the Year, Rookie of the Year, and Comeback Player of the Year. In this episode, we discuss: MVP market OPOY & DPOY markets Coach of the Year market OROY & DROY markets Comeback Player of the Year market Links mentioned in the episode: Reynolds: Offseason Awards Market Analysis ETR's Top 300 Underdog Best Ball Rankings Silva's Top 150 Timestamps: (2:22) - MVP (8:13) - Offensive Player of the Year (12:40) - Defensive Player of the Year (14:51) - Coach of the Year (18:21) - Offensive Rookie of the Year (21:56) - Defensive Rookie of the Year (25:25) - Comeback Player of the Year WE CAN HELP: Tired of attention-seeking hot takes? Get the highest-quality analysis in fantasy football in your inbox, FREE. Join our email list today and we'll send you a FREE copy of our Best Ball Guide covering the 5 Biggest Mistakes To Avoid While Drafting: https://bit.ly/establishtherun Want ETR on your team this season?  Our 2023 DRAFT KIT has you covered with: Silva's Top 150 and Tiers for Drafting Continuously Updated Rankings for Every Format Sleepers and Busts Best Ball, Dynasty, and Season-Long Props (Draft Kit Pro) And tons more! All in one place. Subscribe now at https://establishtherun.com/subscribe/ $100 BONUS: Looking to play Best Ball on Underdog? If you don't have an Underdog account yet, use promo code “ETR” for a first deposit match up to $100. SIGN-UP LINK: https://play.underdogfantasy.com/p-establish-the-run DFS OPTIMIZER: We have launched a new tools company called THE SOLVER.​​ THE SOLVER will not have any content - just the software we think fantasy players need to win.​ ​Check it out: https://thesolver.com/?ref=etr FOLLOW US: Check out our social media channels for FREE fantasy football & DFS videos, analysis, and more: https://linktr.ee/establishtherun

Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report. - - Timestamps: (00:00) Introduction (01:05) Hot Seat/Cool Throne (26:10) Interview Start: Institutional Investor Sentiment (37:23) Regulation Outlook (40:59) The Coinbase Bull Case (49:26) L2 Valuations: Arbitrum vs Optimism (51:49) Implications of USDC's Depeg (57:11) The Decoupling of Equities and Crypto (1:00:42) DEX Market Share and Brand Moats in Crypto (1:05:02) LST Baskets (1:06:46) Returning Protocol Revenue to Token Holders (1:08:48) BRC-20s, High Fees and L2 Volume Growth - - Follow Matt: https://twitter.com/Matt_Hougan Follow Ryan: https://mobile.twitter.com/rasterlyrock Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow 0xPibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today's episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos' leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: Tether's Q1 Report https://bit.ly/42UOYzY Bitwise's website https://bitwiseinvestments.com/ - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place: Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

A year after Russia's invasion of Ukraine, Sonja Laud, LGIM's Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day. Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. The panel also cover: Whether markets are mispricing the macroeconomic outlook Overall market function and liquidity, following the unprecedented volatility of 2022 How we're working with defined benefit pension schemes to ensure they're resilient as possible in this market environment The podcast was recorded on 22 February and is hosted by Max Julius, Head of Content. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. For professional investors only. Capital at risk.

Adam Levitan, Evan Silva, and Mike Leone discuss their favorite "fun" props ahead of Sunday's Super Bowl. Show Notes In this episode, we discuss: Sack props Longshots for MVP Sneaky longshots deep in menu Mispriced markets Tons more Links mentioned in the episode: Staff fun bets WE CAN HELP: Tired of attention-seeking hot takes? Get the highest-quality analysis in fantasy football in your inbox, FREE. Join our email list today and we'll send you a free copy of our DFS Strategy Guide: https://bit.ly/establishtherun ETR'S BASKETBALL AND GOLF PRODUCTS: Whether you're an aspiring DFS pro or simply a sports fan looking to enjoy the NFL offseason, these products provide an unbeatable combination of data, analysis and community. NBA: https://establishtherun.com/subscribe-nba/ GOLF: https://establishtherun.com/subscribe-golf/ FOLLOW US: Check out our social media channels for FREE fantasy football & DFS videos, analysis, and more: https://linktr.ee/establishtherun

Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, Mark and the team this week. We get into the causes and outlook for inflation and prospects for the economy and financial markets. Greg shares his dark forecast with the group.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight

Brett and Judah recap NFL Week 14 live betting performance, evaluate their machine learning-enabled Drive Quality model scoreboard, assess changes to industry analyst consensus market power rankings, and investigate angles across every game on the NFL Week 15 slate: isolating opportunities to lean into alt lines, take advantage of potential live betting mispricings, and how to position for the Circa Millions contest. #nflanalytics #nflbetting #livebetting #trading #sportfolio Follow SportfolioKings on Twitter ➝ https://twitter.com/sportfoliokings Follow Brett on Twitter ➝ https://twitter.com/deepvaluebettor Follow Judah on Twitter ➝ https://twitter.com/throwthedamball Follow Not Your Daddy's Sports Betting on Twitter ➝

Peregrine Capital tries to find companies that are most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

There is no excuse for a bottle of mambo sauce to be this expensive. We are not going to allow this. 

Chad Parsons (@ChadparsonsNFL) and Jordan McNamara (@mcnamaradynasty) discuss mispriced assets, dynasty trades, and quotes from the shark pool. 0:00 Javonte Williams is overpriced 3:30 The case for Zeke Elliott 9:00 Gabe Davis valuation is conflicting 12:50 The cases for an against AJ Brown 22:00 Adam Thielen trade cost 25:30 Cam Akers trade cost 33:40 1.03 move down strategy 43:00 Exploiting trade calculators Make sure you subscribe to the Footballguys Dynasty Show Podcast here: https://join.footballguys.com/dynasty... SUBSCRIBE to our YouTube page to catch all of the latest Footballguys videos, including in-season livestreams: https://www.youtube.com/channel/UCnMm... Don't have time to watch? Listen to the Audio-only version of this Show: https://podcasts.apple.com/us/podcast... Save Time, Worry Less and Win More with Footballguys: https://www.footballguys.com Follow our hosts on Twitter! Chad Parsons (https://twitter.com/ChadParsonsNFL) Jordan McNamara (https://twitter.com/McNamaraDynasty) Footballguys Instagram: https://www.instagram.com/fbgfantasy/​ Footballguys Facebook: https://www.facebook.com/footballguys/​ Footballguys Twitter: https://www.twitter.com/fbgnews   watch on YouTube -> https://youtu.be/Hhr-wP6xzYA

Chad Parsons (@ChadparsonsNFL) and Jordan McNamara (@mcnamaradynasty) discuss mispriced assets, dynasty trades, and quotes from the shark pool. 0:00 Javonte Williams is overpriced 3:30 The case for Zeke Elliott 9:00 Gabe Davis valuation is conflicting 12:50 The cases for an against AJ Brown 22:00 Adam Thielen trade cost 25:30 Cam Akers trade cost 33:40 1.03 move down strategy 43:00 Exploiting trade calculators Make sure you subscribe to the Footballguys Dynasty Show Podcast here: https://join.footballguys.com/dynasty... SUBSCRIBE to our YouTube page to catch all of the latest Footballguys videos, including in-season livestreams: https://www.youtube.com/channel/UCnMm... Don't have time to watch? Listen to the Audio-only version of this Show: https://podcasts.apple.com/us/podcast... Save Time, Worry Less and Win More with Footballguys: https://www.footballguys.com Follow our hosts on Twitter! Chad Parsons (https://twitter.com/ChadParsonsNFL) Jordan McNamara (https://twitter.com/McNamaraDynasty) Footballguys Instagram: https://www.instagram.com/fbgfantasy/​ Footballguys Facebook: https://www.facebook.com/footballguys/​ Footballguys Twitter: https://www.twitter.com/fbgnews   watch on YouTube -> https://youtu.be/Hhr-wP6xzYA

In this video, we will talk about strategies to get deals even when you misprice a mailer. Where to start?: https://landinvestingonline.com/get-started/ Check out our free Discord: https://landinvestingonline.com/Discord Interested in a free 15-minute consultation: https://calendly.com/lio-consultation/15min?month=2022-04

If you're still unsure whether to go residential or commercial, listen in and this episode's guest will help you decide! Ash Patel talks about starting out and buying a property for all the wrong reasons until a pivotal moment made him cross over to CRE and never looked back. Since then, he has purchased multiple value-add properties in different asset classes and has continuously advocated for expanding your horizons when it comes to investing.   [00:01 - 10:10] Commercial Real Estate is the Game Ash tells us about his first property buy and the moment that changed his mind Here's the difference between residential and commercial tenants Finding partnerships and “making deals with friends” How to drive a high cash-on-cash return? This is what he does to find the best deals  Listen to his best tip   [10:11 - 12:24] Managing his CRE Business From going on-site to working remotely Ash shares the secret of how he makes it work The importance of building relationships with contractors and lenders [12:25 - 16:06] On Financing and Equity The benefits of using a local lender Raising capital can be a way to teach How Ash educates his investors about tax [16:07 - 19:13] Closing Segment Here's what Ash is curious about right now Ash recommends these books Reach out to Ash!  Links Below Final Words Tweetable Quotes “Residential tenants add wear and tear to the properties. Commercial tenants actually improve it on their own dime.” - Ash Patel “Spend more time looking for deals than anybody else…  Look for mismanaged or mismarketed deals.” - Ash Patel -----------------------------------------------------------------------------   Connect with Ash! Find him on Facebook, LinkedIn, and Bigger Pockets, and email him at ashbpatel@gmail.com.   Resources Mentioned: The E-Myth Revisited Why Most Small Businesses Don't Work and What to Do About It  by Michael E. Gerber Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business by Gino Wickman and Mark C. Winters Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan, Dr. Benjamin Hardy   Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.   Facebook LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   Ash Patel  00:00 Really,  just having income coming in with negative K-1s  to match that. It's a game-changer, right? There's so few people that understand that this is out there, especially business owners, high-net-worth doctors, lawyers, they're too busy in their own world, being successful at what they do to have the time to look for alternative investments. Nonetheless, some of these people that I've mentored over the years have gone on to do their own deals. And when they do their own deals, they asked me to come in. I never force myself into the deal, but they want the 10 plus years of expertise on their side, helping them manage.    Intro  00:39 Welcome to the How to Scale Commercial Real Estate Show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.   Sam Wilson  00:51 Ash Patel is a full-time CRE investor for 10 years buying value add properties. He's purchased everything from medical to industrial warehouse, retail, land, office, mixed-use. I'm not sure what you haven't invested in Ash, welcome to the show.   Ash Patel  01:05 Hey, Sam, thanks for having me, man. I'm excited to be here.   Sam Wilson  01:08 The pleasure is mine. Same three questions I ask every guest who comes on the show: in 90 seconds or less.: can you tell me where did you start? Where are you now? And how did you get there?   Ash Patel  01:15 Yeah, I left a 15-year corporate IT career back in 2009. I heard real estate was a great way to offset taxes, decided to take the plunge. My first property was a mixed-use building bought for all the wrong reasons. I bought it because there was a grocery store on the first floor, a college kids' apartments above the retail section. And I thought to myself, man, instead of just having real estate, I can take over managing the store as well and have multiple streams of income. Really bad mindset, in hindsight, but that property showed me the difference between residential tenants and commercial tenants. And I was able to see that residential tenants add wear and tear to the properties. Commercial tenants actually improve it on their own dime. And that changed the trajectory of my life. I dropped everything that I was doing and became a full-time commercial real estate investor.   Sam Wilson  02:08 That is impressive. Now you say you bought it for all the wrong reasons. Can you explain more of that to us?   Ash Patel  02:16 Yeah, you know, I heard depreciation was the key to getting your taxable liabilities reduced. I didn't even know how that was calculated. And again, Sam, I went in there thinking I would run the store or put somebody in place to manage that store. My mindset was be a store owner, like not a real estate investor. And again, the story, the pivotal moment that I had was I was unclogging, the tenants toilet, and I look out the window. And on the roof, there's an HVAC company replacing all of the rooftop units to the store. And I go downstairs and I'm like, hey, help me, what's going on? Tell me. And they're like, yeah, our AC is not working, so o we're replacing the entire system. And I was blown away that they didn't even have to get approval. They just spent the money and did it, on my way out. They're like, hey, by the way, do you mind if we remodel our bathroom? And I'm like, have at it. So that was an epiphany. So then I realized commercial real estate is the game not being a store owner, or even a residential landlord?   Sam Wilson  03:20 Yeah, absolutely. And when you say residential landlord, you include multifamily in that?   Ash Patel  03:25 That's correct. So I have a decent-sized portfolio of commercial properties. And I'm able to manage all of them myself, without property managers, without leasing people, without maintenance people. It's much easier to manage a $10 million retail strip mall than it is a $10 million or a $3 million multifamily portfolio.   Sam Wilson  03:49 Right. Yes, I would absolutely agree with that. So you're the only you're the sole member of your team.   Ash Patel  03:56 You know, for 10 years, I was. And I just hired an operations person. And I am starting to partner up with other people in the space to help me find deals, help me manage deals, do joint ventures. It's just a lot more fun instead of me being cooped up in my office by myself.   Sam Wilson  04:15 Fun is not generally the reason that people scale. But I'm glad for you it is.   Ash Patel  04:20 You know, it truly is I am an extreme extrovert, and I need to be around people. So you know, if I could bring more people into my world, to share deals with others. I've done a number of deals with friends of mine. And it's been great. It's a lot of fun.    Sam Wilson  04:36 How do you structure when you say that word deals with friends of mine? What does a deal look like that makes sense that fits inside of your kind of buy box.   Ash Patel  04:45 A deal that makes sense is different than a partnership that makes sense. But I'll get into both of them in terms of the partnerships, Sam, you know, I've mentored a lot of people over the years, especially residential guys, the fix and flip guys and girls. I've tried to convince them to go into commercial. I've been a huge advocate for people to open their horizons a little bit and look at different types of asset classes. And no better time than now, because cap rates and multifamily are so compressed. Nonetheless, some of these people that I've mentored over the years have gone on to do their own deals. And when they do their own deals, they asked me to come in. I never force myself into the deal, but they want the 10 plus years of expertise on their side, helping them manage. So we just do a straight 50-50 joint venture.I put in half the money, they put in half the money. And I teach them how to manage whatever asset we have. Now, in terms of what types of deals that make sense. My minimum cash on cash upon closing is 20%. And much higher upon exit. But there has to be a massive upside, a lot of value add, in addition to that 20% cash on cash. At times we'll go a little bit lower, 17-18% is probably the highest we've ever gone. And that's not IRR, that straight day of closing 17% cash on cash.   Sam Wilson  06:05 That's a pretty astounding cash-on-cash return compared to a lot of what we're seeing across. I mean, every asset class, what are you doing to drive that high of a cash-on-cash return?   Ash Patel  06:18 Spend more time looking for deals than anybody else. And then we look for mismanaged or mismarketed deals. Great example is our last acquisition. It was a strip mall listed by two commercial brokers, one of them being a second-generation commercial broker, they decided to list this property on their own website, and nowhere else not on LoopNet, not on Crexi. And it was a $5 million strip mall. And the broker literally, you know, I knew of the guy, we had talked, we had mutual friends never did a deal together. But he took my call because he recognized my number. And he's like, gosh, we've had so many people call in wanting to make offers on this property. We just haven't had time to return their calls. Mindblown, right? Like mismarketed, mismanaged all in one. So because I knew the guy and we put the offer in, we got the deal done.   Sam Wilson  07:13 That's wild to find that there are I mean, especially second-generation commercial real estate brokers making those sorts of elementary mistakes.   Ash Patel  07:22 Well, Sam, one of my best pieces of advice and great tip for your listeners is if you're looking into commercial, often look at residential realtors posting commercial deals. It's amazing when, you know, this story, I've gotten some of my best deals from that, where somebody's moving out of town, out of state, hey, can you sell my house? And by the way, I've got this commercial building, can you sell that too? Oh, sure, no problem. And often residential realtors aren't trained and don't have the experience to properly price the assets, right? So you get steals on them. But you have to have first-mover advantage. Because as soon as that hits the market, the first person that sees that Mispriced deal is going to jump on it. So that's where those hours and hours of just looking through deals comes in.   Sam Wilson  08:09 What are you doing? I mean, I love the tip. But practically, there's got to be a practical way to isolate those types of opportunities. Otherwise, you're just looking through an enormous amount of data out there going, well, and each deal, you'd have to then search, search, and find out is this also a residential broker? I mean, that kind of sounds inefficient and almost beyond needle in a haystack.   Ash Patel  08:30 Yeah, unfortunately, it's very inefficient. And I agree with you, there's got to be a better way. But I've literally talked to people that have been in commercial real estate for 25 years. And every day, they spent hours and hours searching for deals, maybe not on residential real estate sites, but, you know, hours interacting with brokers and even at their level, they don't need to work, they have all their systems in place to find those deals you got to put the time in. What I do is when I find a residential website that has commercial listings above market, right, and then I open up 200 bookmarks at a time and literally just spend hours searching for deals. And I've done it long enough now to where I can just flip pages pretty quickly. Spend a few seconds per picture and move on.    Sam Wilson  09:18 Right? Yeah, you get an idea pretty quick. You know, something that just came to mind, as you're talking about this is just spitballing here, if you will, is that, you know, I hold my license here in Tennessee. And because of that, I have access to all of our local MLS and all the agents on that list. And I could send an email to all of them and say, Hey, do you have any commercial real estate listing? So if you're listening and you have access to that, that's probably a great way to start because you might get turned up some leads just from your own network of residential brokers saying oh yeah, I've got this building over here that they may be listing you didn't know anything about.   Ash Patel  09:50 Right and so I don't look at the individual realtors as much as I look at the MLS for a region. So here in Cincinnati, we've got a company called Sibcy Cline that covers multiple states, so I can look for all commercial deals and their realtors are predominantly residential. So it's easy to parse through those.    Sam Wilson  10:11 How have you figured out the management side of this? Like, what have you done to streamline this or make it to where, for a decade, you can run, you know, I don't know how many assets under management you have but more than the average investor I'll say,  have you figured how to do that on your own?   Ash Patel  10:24 It was really COVID. And it was teaching others how to do the same. So, you know, when I partnered with people that were out of state, I had to teach them how to manage their assets. And I had to do that remotely. And you know, my local assets, I love going on-site, and interacting with my commercial tenants, because they're business owners, right? If I can add value to them, it's such a fun conversation. And again, there's a crazy extreme extrovert in me that just wants to hang out with people. So during COVID, we actually moved to a summer home that was an hour away. And I forced myself not to go on-site, because we're living at a lake. I mean, why am I going to drive back to Cincinnati, so I basically put systems in place to remotely manage all of my properties for an entire year, never showed up on site. And the biggest secret to that is have a tenant, probably no different than multifamily. That's your eyes and ears, on the ground, your boots on the ground, so to speak, and just have a great network of contractors. You know, a mistake that I see a lot of residential people making is they treat their contractors as commodities. I've had the same electrician, plumber, a roofer HVAC guy for over 10 years. Wow. And you know, when now when you can't find somebody to do a plumbing job, I have no problem calling these guys and they're there. So build that loyalty and build those relationships, and treat them as partners. And that goes for lenders as well.   Sam Wilson  11:54 Yeah. And that's true. I mean, I think people overlook that your service providers, not just your HVAC guys, but your lenders, your insurance people, like those are relationships as much as they are transactions each time. So it's keeping them close to the vest, if you can,   Ash Patel  12:09 Yeah, it seems so important with commercial properties. Because our loans don't get sold to Fannie and Freddie, they don't get sold on a secondary market. Typically, whichever lender does your loan, keeps it on their books. So over time, they're betting on you more, so they are on the property,   Sam Wilson  12:25 Right. Tell me about that. Talk to us about the financing side of your business,   Ash Patel  12:29 It's always been a local lender. I've tried big banks, matter of fact, I've had big banks reach out to me and say, hey, you know, we'd love to refinance your entire portfolio. And I'm thinking, wow, I'd probably get a much better interest rate, and they'll nitpick my portfolio, and anything that's not fully leased, and stabilized for three plus years, they don't want. So I'm not going to take away the good properties from my lender, just to get a point lower on interest, right? So that loyalty, I've always been with the same local lender, I've reached their legal lending limit, they're not allowed to lend me any more money, unless they get partners involved. So now we've got additional lenders in the mix, that we've gotten down to 15% down payments. I thought I was winning at 20%, but we found a bank that's willing to do 15%.   Sam Wilson  13:19 That's fantastic. And then what about the equity side of things? Are you raising capital from other investors? Are you all self-funded?   Ash Patel  13:27 Yeah, until this year, I never raised capital, it was just all my own money. But again, I have a lot of friends that have wanted to invest with me over the years, never needed their money and never really wanted it. But you know, it's a way to reward people that have led me into their deals. And it's a way to teach. So my high-net-worth friends to stop buying cars and houses and buy assets that produce, right? And then you know, I do want to scale at some point, I'm continuing to scale and at some point, I know I'm gonna run out of money. So good time to start raising money. Plus, our returns are way better than your typical eight in was 815-817. Right, eight pref, 17 IRR. Yeah. So again, the returns right now in commercial just much higher.   Sam Wilson  14:16 Yeah, absolutely. Not only higher, but as you've already, you know, alluded to it, you know, much more scalable, and I think it's really cool that up until now, you haven't had to bring in outside capital. But this is the next iteration of business. And for a lot of us, we run out of capital maybe earlier than you did, which kind of forced us into that, Hey, I gotta go out. And initially when I got into real estate, I was kind of ashamed of the fact, this is 10 years ago, and I didn't know what I was doing, but ashamed of the fact that I couldn't sell fund all my deals like, man, that's bad. Like I don't have enough money to get this done. I didn't understand how this actually works when you go out and raise capital, talk to us about the taxes side of things. This is a conversation I was having with someone last night when they're like man and their high-net-worth individual like I just don't understand the tax benefits. We're talking over dinner of commercial real estate. How are you educating your investors on on the tax side of things?   Ash Patel  15:01 it's amazing how few people have heard about their real estate professional tax status, if you can take advantage of that great. But really just having income coming in with negative K-1s  to match that. It's a game-changer, right? There's so few people that understand that this is out there, especially business owners, high-net-worth doctors, lawyers, they're too busy in their own world, being successful at what they do to have the time to look for alternative investments. And a lot of times you ask them, you know, who manages your money? I got a guy, I gotta guy. How's your guy doing? Yeah, I think he's doing pretty well, like no clue. They have no clue, right? And it's unfortunate that they're so well educated. But when it comes to managing their finances, they're behind the eight ball.   Sam Wilson  15:51 Yep, absolutely. Yeah. And that's something obviously, with things such as bonus depreciation, all of that stuff. You know, beginning it's phased out after this year, though, I think it's always an intriguing conversation and time to really educate your investors and let them know what the possibilities are out there. I was telling you this, what's one thing that you are currently curious about?   Ash Patel  16:11 The future of our financial markets, obviously. You know, that's a good question. That's a tough question. Just curious to see how things pan out. There's a lot going on in the world right now and be very interesting on what opportunities are presented in the future.   Sam Wilson  16:25 That's a great way to put that, what opportunity, there's always opportunity in volatility and figuring out what opportunity is always interesting line to walk. What are you doing right now inside of your portfolio to protect yourself against downside risk?   Ash Patel  16:38 You know, so I always boast about the benefits of commercial real estate versus residential. One of the places where you guys have us beat is you can raise rents every year because you do single-year leases, right? With us. A lot of our leases are five years, 10 years long, with renewals built-in at preset amounts. So our, any new lease that I do, I do a three to 6% year over year rent increase. And any renewals are going to be at market rates. It's not the steady 5% renewal after five years, let's look at the market rates and see where things are at.   Sam Wilson  17:15 What is market rate? How do you define that?   Ash Patel  17:17 You could do, one way to do it is you get one appraisal. If the other party doesn't agree with the appraisal, they get their own. If you still can't agree, you get a third party and average all three.   Sam Wilson  17:29 No appraisal is one thing but I was thinking on lease renewals. How does appraisal tie into what's the correlation when appraisal and lease renewal?   Ash Patel  17:36 You can get an appraisal on the lease price per square foot. So you know if you have a strip mall or an office building, the appraisal will tell you what that should rent out for.   Sam Wilson  17:46 Right. Okay, got it. Okay, very, very cool. I love that. What's the book you're currently reading?   Ash Patel  17:50 I just finished The E-Myth Revisited. The book that I really want to recommend, there's two: Rocket Fuel and Who Not How. And Rocket Fuel, I think, is important for a lot of us people in real estate. Because a lot of us are a bit scatterbrained. We don't always focus we don't always follow through. And a lot of us thought that that was a detriment. And Rocket Fuel teaches us that you are a visionary. And that's why you have to pair yourself with an integrator that can stay focused for your job, continue doing what you're doing.   Sam Wilson  18:23 Absolutely love it. Ash, if our listeners want to get in touch with you or learn more about you, what is the best way to do that?   Ash Patel  18:28 You could find me on Facebook, LinkedIn, my email address is ash, A-S-H, b as is in boy, patel, P-A-T-E-L@gmail.com. I'm on Bigger Pockets as well. Pretty easy to find Ash Patel, Cincinnati.   Sam Wilson  18:42 Awesome. Awesome. Thank you for your time today. I certainly appreciate it.   Ash Patel  18:44 And this was a lot of fun. Thanks, Sam. Great conversation.   Sam Wilson  18:47 Cool man. Hey, thanks for listening to the How to Scale Commercial Real Estate Podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts, whatever platform it is you use to listen, if you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories so appreciate you listening. Thanks so much and hope to catch you on the next episode.

Is decentralized finance the future? In the last episode of the year, Tom Sosnoff and Dylan Ratigan weigh in on their past predictions for 2021 and then shift gears to what's next. While Dylan is confident that Bitcoin is on its way to $150,000, Tom is of the belief that bitcoin is mispriced and that a pullback to $20,000 is in store. Still, find out why Tom loves the digital asset space, why he plans to invest aggressively in the years to come, and why 2021 was such a transformative year for finance and markets.

-Phil, Jason, and Rob bring you all the theories on the games they feel everyone should target -Stacks, Value Plays,, and fades -Mispriced players? -Lineup Builds #FantasyFootball #DFS #NFL #DraftKings #Fanduel DSM is Sponsored by Manscaped.com 20% off and FREE Shipping with code DSM at check out! - Check out our T-Shirt n Merch store: https://www.teepublic.com/user/dsm - Follow DSM Media on all Social Media Platforms! - Facebook: https://www.facebook.com/DSMMedia1 - YouTube: https://www.youtube.com/channel/UC6dB... - Twitter: https://twitter.com/DSM_Media - IG: https://www.instagram.com/dsm.dosomethingmajor/

DFS: No Punt Intended Looking at the DFS Sunday Slate for Week 7 of the NFL -Phil, Jason, and Hunter break down all the Week 7 main slate games -What games should we stack and build from? -Best Values? -Mispriced players? -Lineup Builds -Answering all your Start and Sit questions #DraftKings #FantasyFootball #DFS #Fanduel #Gambling #NFL #NFLWeek7 DSM is Sponsored by Manscaped.com 20% off and FREE Shipping with code DSM at check out! Check out our T-Shirt n Merch store: https://www.teepublic.com/user/dsm Follow DSM Media on all Social Media Platforms! Facebook: https://www.facebook.com/DSMMedia1 YouTube: https://www.youtube.com/channel/UC6dBlN3-y5l-RcNDyw0zyHA Twitter: https://twitter.com/DSM_Media IG: https://www.instagram.com/dsm.dosomethingmajor/

Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of EM FX Strategy at Goldman Sachs. In the podcast, we talk about: How investors are not understanding the impact of the US stimulus Will price increases be transitory? How healthy is the US labour market? Important shifts in China policy How to play the Euro-area recovery Investors are missing key EM trends Favourite EM markets Books that influenced Themos: Economics in Perspective (Galbraith) and A Theory of Justice (Rawls)

Biden address, Tim Scott rebuttal. A wild week on confirmation markets. Texas special election. New market ideas. Mispriced 2022 markets? 

Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?

SBTV's guest this week is Gregor Gregersen, founder of systemic wealth protection specialist Silver Bullion and The Safe House vault in Singapore. Despite the rally in silver prices recently, Gregor has no doubt that silver is grossly mispriced compared to the massive global debt.

QuickFS Link: https://quickfs.net/company/USLM?via= Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

 Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevertheless there are lucrative fixed-income opportunities on the long- as well as short-side. He warns of the risks he sees in leveraged loans (as well as the CLOs that package them), noting the "asset-liability mismatch" as one of his most severe concerns. Other topics include: regulatory change, interest rate risk, and idiosyncratic plays in energy and real estate. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Hey all, it’s been a while since I’ve posted a podcast, but I do intend to start publishing interviews on a more regular schedule. Not quite sure what that will look like yet (thinking of starting with biweekly and seeing where that goes). Today I have a real treat. I was able to get Chris DeMuth Jr. of Rangeley Capital on the show for a brief half-hour interview about how he’s approaching markets amid this COVID-19 crisis. Chris is a partner at New Canaan, CT hedge fund Rangeley Capital, where he primarily invests in event-driven, value-oriented opportunities. He also hosts a SeekingAlpha Marketplace community called Sifting the World, where he publishes research on “mispriced bets,” with a skew towards value investing. Some examples include odd-lot going-private transactions, merger arbitrage, funds trading at discounts to NAV, etc. I asked Chris about how he’s finding opportunities among the massive volatility in the March 2020 financial markets, as well as how to “sift the world,” in a general sense, within and without the markets.   Links Mentioned: BWIC (bids wanted in competition process) – Chris says one of his favorite investing processes in 2008 was BWIC, which involved getting calls from portfolio managers or broker-dealers looking to sell a basket of securities. If you were a bit confused by the process like I was, here’s some links where you can get more insight: Investopedia Matt Levine’s Money Stuff talks about BWIC Chris DeMuth Jr. on SeekingAlpha Chris DeMuth Jr. on the SeekingAlpha Marketplace Roundtable Podcast Chris DeMuth Jr. and Rangeley portfolio manager Andrew Walker interviewed during the Hedgeye Investing Summit Chris DeMuth Jr. interviewed on the MicroCap Investing podcast If you like the podcast, please consider leaving a review on Apple Podcasts, or wherever you listen to podcasts. Also, please subscribe to the podcast on your preferred provider, whether that’s YouTube, Apple Podcasts, Spotify, Podbean, etc. If you’d like to be notified via email when I release new shows, please sign up for the newsletter here. If you’d like to email me to suggest I try to get a specific guest on the show, give me tips on my audio, or any reasons, you can reach out to me at stockmarketstories@gmail.com. Please keep in mind that all material published or distributed by Stock Market Stories and related entities is subject to our investment disclaimer. Financial markets carry a high level of risk, and you can lose your entire investment. No securities mentioned are a recommendation to buy or sell.

On this episode of the TBG Real Estate Podcast, we welcome Rob Levy. We discuss his journey from tennis court to real estate and how being the CEO of a company led his to feel the entrepreneurial bug.Rob is one of the Managing Partners of LBX Investments. Prior to launching LBX in February, 2018, Rob co-founded Big V Capital (“BVC”). While at BVC he oversaw and underwrote the partnership’s 11 Southeastern U.S. shopping center acquisitions and managed all capital raising (both debt and equity) and asset management efforts.EPISODE NOTES:12:30 - From Affordable to buying retail14:45 - Building trust with partners17:00 - From tennis to real estate18:30 - How has the real estate changed?24:15 - Why start your own company?26:50 - What makes a good partner?29:00 - Building a company when its remote30:55 - The future of LBX34:52 - The Hot Seat presented by KK ResetPrior to BVC, Rob was the Chief Operating Officer of the Real Estate Group at Benefit Street Partners, a multi-strategy credit manager with over $11.0 billion in assets under management.Prior to Benefit Street, Rob held various positions at Centerline Capital Group, including Chief Executive Officer, President, Chief Operating Officer and Chief Financial Officer and was a member of the Board of Trustees of Centerline’s parent company, Centerline Holding Company. Centerline was a multifamily finance and asset management company with a national scope mortgage banking platform and over $13 billion in equity and debt under management. Rob joined Centerline in 2001 as the Director of Capital Markets.From 1998 to 2001, he was a Vice President in the Real Estate Equity Research and Investment Banking departments at Robertson Stephens, an investment banking firm. Prior to 1998, Rob worked at Prudential Securities in the real estate equity research group and at the Prudential Realty Group, the real estate investment arm of the Prudential Insurance Company.Rob received his MBA from the Leonard N. Stern School of Business at New York University and his BA from Northwestern University.

In a counter-intuitive shift, the estimated four million global youth climate strikers who took to the streets last week may be more pro-business than recalcitrant heads of state gathering at the United Nations intent on slow-walking climate action. The U.S., Brazil and Japan, for example, have not even asked to speak at today’s Climate Action Summit, where 60 or so countries are expected to present more ambitious carbon-reduction plans. By catalyzing a powerful political constituency for urgent climate action, protestors may accelerate the low-carbon transition and soften climate shock. By most expert analysis, keep global temperature rise with 1.5 or even 2 degrees Celsius produces better returns for almost all in --- Send in a voice message: https://anchor.fm/impact-alpha/message

We highlight two ETFs that seek to identify mispriced stocks with the greatest potential to bounce back.   (2:00) - Tobias Carlisle and His Investing Background (6:15) - Overview of The Acquirers Fund: ZIG (18:20) - Will Value Get Its Groove Back Anytime Soon? (22:25) - Breaking Down The Acquirers Fund Short On Netflix (26:00) - How Does ZIG Fit Into An Investors Portfolio? (30:45) - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF: UTRN (41:00) - How Does UTRN Fit Intro An Investors Portfolio? (44:00) - Episode Roundup: Podcast@Zacks.com

On episode 5 of our special series, Beyond Tradeoffs, produced in collaboration with Omidyar Network, David interviews Roy Swan and Christine Looney about Ford Foundations Mission Investment strategy. --- Send in a voice message: https://anchor.fm/impact-alpha/message

You probably haven't built a power plant… But our guest has! John Polomny has an abiding passion for all things energy related. And while being part of a team that builds power plants doesn't automatically make one an expert in the business of investing in the sector… he's done the requisite work. John's knowledge of the energy sector has translated into a knack for identifying out-of-favor, mispriced industries—like uranium, for example. Listen and learn how John educated himself on energy investing, the folks he followed on his journey, and the industries he thinks offer great value [26:52]. -------------- P.S. People are asking how I'm handling the NY Islanders' traumatic exit from the NHL playoffs. Sigh… I'm ready to talk about it now. -------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

Podcast Notes Key Takeaways A little about Lambda School:It’s essentially a trade school for coding85% of students who start, graduateUnlike other schools, Lambda School has an incentive to help students succeed – they only get paid once students get a jobQuotes to ponder:“Human capital is the most unoptimized asset class we’ve ever had” – Austen Allred“Starting a company is by definition saying, ‘I think what I can do is worth more than what other people will pay me for.'” – Austen Allred“The highest leverage activity any human can have is inspiring other humans to do what they’re capable of” – Austen AllredRead the full notes @ podcastnotes.orgAusten Allred is the CEO and cofounder of Lambda School.Lambda School provides a CS education that's free until you get a job. They were in the Summer 2017 batch of YC.You can learn more about Lambda School at lambdaschool.com.Austen is on Twitter at @austen.The YC podcast is hosted by Craig Cannon.***Topics00:00 - Intro1:01 - Encouraging people to do something that they're scared to do5:16 - Where did the insight for Lambda School come from?6:26 - College vs developer schools10:26 - Building a network12:16 - Does Austen see value in a traditional liberal arts education?14:56 - Steven Klaiber-Noble asks - As competitors begin to copy your model what front do you believe you'll be competing on?17:56 - Why did Austen choose to raise money?20:06 - Fundraising falling through on Austen's first startup21:36 - Moving back to Utah and writing a book about growth23:26 - Why Austen wrote a book26:26 - "Starting a company is by definition saying, I think what I can do is worth more than what other people will pay me for."27:26 - Mispriced human capital30:21 - Other opportunities for Lambda School32:46 - Modeling risk35:36 - David Kofoed Wind asks - When Lambda School is incentivized to take in people that will land high paying jobs, how do you think about the diversity of candidates? One would imagine that it quickly becomes a game of pattern matching the stereotypical SV people.37:51 - Will Lambda School ever not be remote?41:16 - Dave Dawson asks - You appear to be on the successful path now, was there a point early in Lambda School when you wanted to stop?43:46 - Helping everyone become an autodidact46:46 - Rethinking where to start on an online course48:11 - Dave Dawson asks - What keeps you up at night at this point? 49:46 - Dayo Koleowo asks - “I have made remarks I do not agree with” - from Austen's Twitter bio. What is that one remark you wish you didn’t have to disagree with?53:26 - Choosing remote work as a core problem to solve in your company55:56 - Analysts aren't good at measuring product quality57:36 - Teaching taste

Austen Allred is the CEO and cofounder of Lambda School.Lambda School provides a CS education that's free until you get a job. They were in the Summer 2017 batch of YC.You can learn more about Lambda School at lambdaschool.com.Austen is on Twitter at @austen.The YC podcast is hosted by Craig Cannon.***Topics00:00 - Intro1:01 - Encouraging people to do something that they're scared to do5:16 - Where did the insight for Lambda School come from?6:26 - College vs developer schools10:26 - Building a network12:16 - Does Austen see value in a traditional liberal arts education?14:56 - Steven Klaiber-Noble asks - As competitors begin to copy your model what front do you believe you'll be competing on?17:56 - Why did Austen choose to raise money?20:06 - Fundraising falling through on Austen's first startup21:36 - Moving back to Utah and writing a book about growth23:26 - Why Austen wrote a book26:26 - "Starting a company is by definition saying, I think what I can do is worth more than what other people will pay me for."27:26 - Mispriced human capital30:21 - Other opportunities for Lambda School32:46 - Modeling risk35:36 - David Kofoed Wind asks - When Lambda School is incentivized to take in people that will land high paying jobs, how do you think about the diversity of candidates? One would imagine that it quickly becomes a game of pattern matching the stereotypical SV people.37:51 - Will Lambda School ever not be remote?41:16 - Dave Dawson asks - You appear to be on the successful path now, was there a point early in Lambda School when you wanted to stop?43:46 - Helping everyone become an autodidact46:46 - Rethinking where to start on an online course48:11 - Dave Dawson asks - What keeps you up at night at this point? 49:46 - Dayo Koleowo asks - “I have made remarks I do not agree with” - from Austen's Twitter bio. What is that one remark you wish you didn’t have to disagree with?53:26 - Choosing remote work as a core problem to solve in your company55:56 - Analysts aren't good at measuring product quality57:36 - Teaching taste

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. This week, buoyed by a recent adrenalin-fuelled trip to an amusement park, Damien explains how you can get voucher codes delivered to you in an instant, without having to trawl through pages of expired and non-existent vouchers that are clogging up the internet. Damien also reveals how you can save a packet from mispriced flights Episode 7 of the One Giant Leap podcast is out where Damien talks to Emma Mumford. Check it out below The One Giant Leap Podcast - Click to check it out 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service. Money Farm (Click To Try for Free) (Don't forget to use the exclusive code MTTM20K to get an extra 10k fee free) MTTM Investment Calculator - The best investment calculator on the web

George Arison, founder and CEO of Shift, an online marketplace that has transformed the experience of buying and selling a car. George saw a problem with the process of buying a car, and he wanted to make it simpler. He utilized virtual technology to create a completely unique service for buying and selling a vehicle. Famous 5:   Favorite Book? – I don’t really have one. What CEO do you follow? — Tim Cook Favorite online tool? — LinkedIn Do you get 8 hours of sleep?—No If you could let your 20 year old self know one thing, what would it be? — That I should learn how to code.   Time Stamped Show Notes: 01:25 – Nathan introduces George 01:44 – Shift is a new way to buy or sell a car 02:05 -- There is no physical lot, everything is virtual 02:35 – They will sell cars locally, to people in that car’s area 03:20 – “Car enthusiasts” 03:38 – Great design and transparency 04:10 – How they make money 04:25 – They agree on a minimum price with the seller, and they make money on any higher price that they sell the car for. (They split the difference) 05:00 – The buyer pays a fee 05:45 – They help buyers with car insurance and warranties 06:10 – Founded in 2013 06:30 – They started selling cars in 2014 06:45 – They are selling hundreds in a month 07:25 – Capital has been successful 08:05 – Their service is unique 09:15 – They offer cars that are several years old, because people can test drive them 09:55 – First-year revenue involved car inspections for sellers 10:45 – That revenue was $2000 11:00 – $150k in 2015 11:20 – Pricing cars is complicated and takes a lot of trial and error 12:00 – Mispriced cars effected their revenue in the beginning 12:30 – They are growing quickly and have focused on increasing revenue 13:35 – 20% growth month to month in 2015 14:15 – Team of 270 people 14:50 – Why he got into this business 15:05 – He started with Taxi Magic 15:25 – He had to get a green card, so he moved to a bigger business, Google 15:55 – He then left Google to start Shift 16:30 – He had a leased car, and when he wanted to buy it he found that financing a car is very complicated 17:50 – Find George Arison on LinkedIn 19:55 – The Famous Five 3 Key Points: If you see a problem in a particular industry, find a solution and make it your business. Offer a service that is unique. Use today’s technology to redefine industries with an up-to-date approach. Resources Mentioned: Host Gator – The site Nathan uses to buy his domain names and hosting for cheapest price possible. Freshbooks - The site Nathan uses to manage his invoices and accounts. Leadpages  – The drag and drop tool Nathan uses to quickly create his webinar landing pages which convert at 35%+ Audible – Nathan uses Audible when he's driving from Austin to San Antonio (1.5 hour drive) to listen to audio books. LinkedIn – George’s favorite tool to find the best people to work for Shift Show Notes provided by Mallard Creatives