Ice Level has ended, but the Andrew Berkshire Podcast is just beginning. Join me for exclusive interviews about hockey, and a variety of other topics.
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Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
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The Athletic's Ian Tulloch breaks down the finer points of hockey, using both the eye test and analytics to explain what's happening on the ice and why.
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We are the Game Time Decision podcast. Just three guys talking hockey. In association with Last Word on Hockey.
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1
Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir
16:17
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Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about leveraging data and generative AI to find insights into consumer behavior data surrounding collections workflows. Throughout the episode, Andrew …
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1
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
28:33
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Ep 452. Analyzing Debt: Optimal Capital Structures
23:17
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1
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
50:33
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1
Driving Collection Workflows with AI - with Andrew Beddoes of Provenir
17:28
17:28
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Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about AI’s impact on collections workflows from the perspective of auto loans. Throughout the episode, Andrew emphasizes the importance of using data a…
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1
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
1:08:02
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1
Ep 449. Focused Compounding's Plan for Parks! America
46:11
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PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused…
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1
AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners
20:28
20:28
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Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish joins us on today’s show to discuss the unique challenges private…
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1
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
36:15
36:15
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1
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
36:08
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Ep 446. Energy Investing the Warren Buffett Way
32:33
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101
Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora
22:02
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Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren returns to the podcast to discuss the relationship bet…
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1
Ep 445. Market Share and Profitability: Unraveling the Relationship
29:43
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
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1
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
36:29
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
37:55
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101
Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora
29:04
29:04
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Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren joins us on today’s show to discuss new opportunities …
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1
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
36:52
36:52
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1
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
39:32
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1
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
28:00
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1
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
34:11
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1
Looking at the Future of FinServ IT - with Jason Walker of BigPanda
21:44
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Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative…
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Ep 437. Outsider CEOs: John Malone and TCI
34:08
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1
Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
21:23
21:23
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Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necess…
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1
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
31:46
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1
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
31:34
31:34
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Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
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1
Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
15:45
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Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew returns to the platform alongsid…
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Ep 433. Les Schwab Pride in Performance: Keep It Going
30:02
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Ep 432. Outsider CEOs: Bill Anders and General Dynamics
31:20
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1
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
1:36:06
1:36:06
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https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may cal…
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What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
24:13
24:13
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Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew joins Emerj Senior Editor Matthe…
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1
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
34:14
34:14
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Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
43:59
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https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 https://aletteraday.substack.com/p/letter-54-george-roberts-1998 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subsc…
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Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
38:08
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Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank
22:27
22:27
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Today’s guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his time at Cadence, Ivan served as Contact Center Manager and Assistant Vice President at Wells Fargo. Ivan joins Emerj CEO and Head of Research Daniel Faggella on today’s show to discuss changing trends in online banking and customer interactions that h…
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Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
34:01
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Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
40:07
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1
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
1:01:10
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Next Generation AI and AML Workflows - with Priyank Patel of KeyBank
20:49
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Today’s guest is Priyank Patel, SVP and Director of Financial Crimes Risk Surveillance at KeyBank. Priyank joins us on today’s program to talk about how the fight against false signals in AML workflows is entering a whole new dimension given the democratization of data and new generative AI tools. Throughout the episode, Priyank offers financial le…
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Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
40:31
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Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
1:14:12
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Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
39:37
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
31:52
31:52
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31:52
How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative …
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SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard
17:53
17:53
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Today’s guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston Consulting Group and as a Senior Consultant for the United Nations. Fabrizio joins us on this program following his recent appearance on the ‘AI in Business’ podcast to tal…
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Ep 420. 2023 in Review and 2024 Predictions
1:01:10
1:01:10
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
29:26
29:26
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29:26
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
35:10
35:10
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35:10
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
24:19
24:19
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24:19
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil
23:14
23:14
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Today’s guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy returns to the program with Eric to explain the specific benefits…
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