Podcasts about stanphyl capital partners

Interview Recorded - Wednesday the 22nd of February, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Mark Spiegel, Managing Member & Portfolio Manager of Stanphyl Capital Partners.During our conversation we spoke about why the FED are causing a recession, whether stocks will go down big, why this will be led by Tesla and other overvalued stocks and what would have to change for Mark to go net long. I hope you enjoy!0:00 - Introduction0:50 - Overview of the markets3:38 - Are the FED causing a recession?5:50 - Risk free returns7:00 - Big stocks to go down?9:25 - Could a bear market be avoided?11:35 - What type of companies is Mark investing in?15:25 - Should you short Tesla due to its fanbase? 21:15 - No value on Tesla AI, Trucks or battery company?23:40 - Tesla target price?28:25 - What would have to change for Mark to go net long?30:30 - Any other industries that Mark is watching?34:25 - One message to takeaway from our conversation?Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners (founded in 2011) and is a New York based equity investor. From late 2003 through early 2009 he was an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing smallcap & microcap public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he negotiated hundreds of transactions and experienced firsthand the opportunities and challenges faced by a wide array of businesses. Mark believes that all of these experiences– banking public companies, working for a small public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that makes him a better investor.Mark Spiegel - Twitter - https://twitter.com/StanphylCapWebsite - https://stanphylcap.com/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail picture from - https://www.jbs.cam.ac.uk/insight/2021/defining-detecting-measuring-asset-price-bubbles/

There's no company out there that gets people as fired up as Tesla does. There are the true believers who say that Tesla and Elon Musk are just getting started and that the company is the future of transportation, energy, and more. Then there are the skeptics, who point out cracks in Tesla's business and financials and say that it's just a matter of time before reality catches up with the company and the stock. We talked with two of those skeptics: Charley Grant, who writes the “Heard on the Street” column for the Wall Street Journal, and Mark Spiegel, General Partner at Stanphyl Capital Partners, a long-short hedge fund that has bet against Tesla. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Jelly Donut Podcast #21 was recorded on Friday March 13, 2020. Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. Prior to founding Stanphyl in 2011, he spent six years as an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he experienced firsthand the opportunities and challenges faced by a wide array of client companies. Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that’s extremely useful for an investor. https://twitter.com/markbspiegel --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

After a brutal December, Dan Ferris rings in the New Year and addresses the question every investor is wondering: Where will the stock market go in 2019? The best way to predict the future, he says, is to understand the present – and that starts with what he calls “the most expensive moment in the history of the stock market” which we saw just last fall.  It’s been costlier for investors than any equivalent moment in the Dot.com collapse or the 2008 crisis – and it’s the best indicator Dan’s seen of where stocks are right now. “If history rhymes… within two years, you see a big fat hairy bottom. Normal levels would be 60%.” “There’s a lot of downside left if history rhymes.”   Later on, they’re joined by Mark B. Spiegel. Mark is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor.  Prior to founding Stanphyl in 2011, he spent six years as an investment banker financing public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he experienced firsthand the opportunities and challenges faced by a wide array of client companies.  Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that’s extremely useful for an investor.  

After a brutal December, Dan Ferris rings in the New Year and addresses the question every investor is wondering: Where will the stock market go in 2019? The best way to predict the future, he says, is to understand the present – and that starts with what he calls “the most expensive moment in the history of the stock market” which we saw just last fall.  It's been costlier for investors than any equivalent moment in the Dot.com collapse or the 2008 crisis – and it's the best indicator Dan's seen of where stocks are right now. “If history rhymes… within two years, you see a big fat hairy bottom. Normal levels would be 60%.” “There's a lot of downside left if history rhymes.”   Later on, they're joined by Mark B. Spiegel. Mark is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor.  Prior to founding Stanphyl in 2011, he spent six years as an investment banker financing public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he experienced firsthand the opportunities and challenges faced by a wide array of client companies.  Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that's extremely useful for an investor.  

In Episode 39 of Hidden Forces, Demetri Kofinas speaks with Mark Spiegel about how Elon Musk may very well be the personification of a bubble in tech. When asked to name a hero of the modern age, most people don’t have to think long before giving their answer. Elon Musk is the man who sits at the helm of this era’s most disruptive industries. Through SpaceX, Musk is democratizing space and leading humanity into an era that’s dominated by privately held companies — an era in which anyone can, quite literally, reach for the stars. His Boring company is set to revolutionize travel by making vacuum-powered, ultra-high-speed transportation systems a reality. And Elon Musk is even transforming that which is most immutable: the human brain. In 2016, Musk founded Neuralink to develop implantable brain-computer interfaces and meld the human mind with machines. Then, of course, there is Tesla, the electric car company that has shaken the foundations of the fossil fuel industry and given society its first self-driving vehicles. Or, has it? The cult of Elon Musk surpasses anything we have seen in decades. Even Steve Jobs did not command as much adoration from his congregations of the faithful. And yet, something is rotten in the state of Denmark… Tesla sits at the intersection of a number of powerful forces: the ready availability of cheap financing, the growing wealth and income gap, and the preponderance of technology in popular culture. In this sense, Tesla is about more than just electric vehicles or the car manufacturing business. It is a poster child for the financial excesses, stock price manipulations, and cult-like followings of Silicon Valley. And as the Federal Reserve continues to tighten by raising interest rates, companies like Tesla, which have relied on cheap financing in order to fund their businesses, are feeling increasing pressure. Exhibit A: the company’s stock, which was besieged by speculative shorts and heavy selling in March of this year. Tesla’s stock recouped more than half of those losses shortly thereafter but, serious questions remain about the company’s path towards profitability. Indeed, does it even have one? Even if Tesla can raise the capital it needs from investors over the next six months, can it manage to overcome the major production challenges that have plagued the Model 3? What happens when Jaguar, Audi, Mercedes, and Porsche each come to market with their own electric vehicles, some of which are cheaper than Tesla’s suite of electric cars? Finally, what about Elon Musk? The famous short seller Jim Chanos, who took down Enron in the early 2000’s for defrauding its investors, has made similar claims against the popular Silicon Valley car executive. And Chanos isn’t alone in his rebukes. Mark Spiegel, Managing Member and Portfolio Manager of Stanphyl Capital Partners, has also been openly critical of Elon Musk, whom he believes is committing securities fraud by misleading investors about the capabilities of Tesla's present and future products and financial prospects. In last week’s episode, we asked about the path towards profitability for Tesla. In this week’s episode, host Demetri Kofinas is joined by Mark Spiegel, who questions the credibility of Elon Musk as CEO of the electric car company. We examine whether Tesla can survive the onslaught of bad publicity amid a rocky period for capital markets and for the company’s stock. Ten years from now, will we look back at Tesla as the poster child for this latest bull market? As always, this episode of Hidden Forces is for informational purposes only and should not be relied upon as the basis for financial decisions. All views expressed by Demetri Kofinas and podcast guests are solely their own opinions and should not be construed as financial advice. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod  

Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a series of luxury carmakers, advances in battery technology and the increasing scepticism surrounding Elon Musk’s outlandish promises are combining to set the company up for an uncomfortable ride… in the wrong direction. Mark then bravely climbs aboard one of Musk’s Space X rockets to Mars and lets us know what he takes with him. And in Things I Got Wrong, Dr. Pippa Malmgren offers two valuable lessons she learned about having the courage of your convictions (and what to do when you are proven wrong) and how making certain compromises in a man’s world are perhaps not the right path for a young, ambitious woman to take. Learn more about your ad choices. Visit megaphone.fm/adchoices