Best Alpha Co Marketing Podcasts (2024)

1
Lisa O'Connor, Head of Global Model Portfolios & Co-CIO for Multi-Asset Solutions, BlackRock 40:27

1h ago40:27

40:27

With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…

1
Inflation LOWER Than Expected: August Rate Rise Unlikely 26:41

2h ago26:41

26:41

Send us a Text Message. We deep dive into the latest inflation data moments after its release. Trimmed mean inflation, the RBA’s preferred measure of inflation, came in at 0.8% for the June Quarter. Headline inflation came in at 1%, up 3.8% for the year. Making up this inflation data: ⭐ ‘Non tradables inflation’ came in at 5%, unchanged from last q…

1
Man and Markets On Wire 15:36

1h ago15:36

15:36

“Walking on a tightrope” is an idiom that conjures the notion of danger – of exceptionally little margin of safety and of particularly significantconsequences should things not go as planned. Markets feel this way - asset prices are full, Sharpe ratios high, correlations low, political polarization intensifying. In this discussion, we review the re…

1
What Type of Investor Are You? Insights from 1000s of Investors 36:49

8d ago36:49

36:49

Send us a Text Message. Property Investing is all about YOU. So what type of investor are you? We try to help provide clarity, by sharing our experiences working with 1000s of property investors over the past 10 years. We categorise each investor group with: 1. What is your goal? 2. What mindset do you have to investing? 3. What Finance strategy su…

1
Josh Jeffress: Principle at Design Anthology 47:32

2h ago47:32

47:32

Our latest episode of the NewyTechPeople Podcast features Josh Jeffress, Principle at Design Anthology. Josh, a passionate innovator and industry veteran, shares his incredible journey from trade school to establishing a design powerhouse in the Hunter region. Discover his insights on: * The importance of education beyond degrees * The power of inn…

1
5 Years Since Covid: How The Property Market Has Been Impacted 29:10

1h ago29:10

29:10

Send us a Text Message. 5 years on, Covid is still driving some WEIRD outcomes to the housing market. We unpack 3 areas that are NOT back to normal just yet and what it means for property investors across the country. 1. Population Yo-Yo: The biggest fall in 50 years, and then the biggest rise a couple years later. Despite little change in the over…

1
Vol Laundering and the Portrait of a Perfect Hedge 14:23

18h ago14:23

14:23

If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…

1
MIchelle Meyer, Chief Economist, Head of the Mastercard Economics Institute 37:49

2d ago37:49

37:49

A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …

1
10 Lending Secrets to Help You Grow Your Investment Portfolio 45:33

3d ago45:33

45:33

Send us a Text Message. We unpack the 10 best LENDING policies that property investors must know to keep growing their property investing portfolio. Specifically we go through: 1. 95% loans with no mortgage insurance 2. Simple self-employed policies with shorter ABN histories 3. Simple refinance policy - 1% buffer refinancing 4. Non-banks with 1% o…

1
Adam Boyle: CEO of EngageRM 50:02

14d ago50:02

50:02

Join us as we speak with Adam Boyle, CEO of EngageRM and founder of Pegasus, an Australian tech company that started in mining safety and grew into a global player before a successful exit. We'll hear how Pegasus got its start doing labour hire and training in the mining industry before expanding into software like digital safety inductions. When t…

1
August Rate Rise Talk is REAL: Will They Put Australia Into Recession? 30:37

11d ago30:37

30:37

Send us a Text Message. Inflation data has come in too hot once again, and its increased the chance of rate rises again. With the Australian economy no longer growing and population growth slowing down, it is quite likely any further rate rises will be known as the 'recession rate rises'. We are at a pivot point in this economic cycle, and 30 days …

1
Cuban’s Collar is Jensen’s Alpha 16:47

1M ago16:47

16:47

It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defe…

1
48. The Veteran Investor with Boots Dunlap, Co-founder and CEO, RRA Capital 26:36

19d ago26:36

26:36

Send us a Text Message. Boots Dunlap is the Co-founder and CEO of RRA Capital. With offices in midtown New York City and Phoenix, Arizona, RRA Capital is a real estate investment firm that provides customized debt products at institutional pricing for real estate sponsors across the United States. Notably, RRA is a Veteran-founded, owned, and opera…

1
Episode 17 – Find Your Crowd – Identifying Your Audience 50:10

1M ago50:10

50:10

Who are you talking to? How do you know that what you are selling resonates with the right audiences? In this episode of Transmisión, Graham and Juan Pablo discuss how to pinpoint your ideal customers, analyze their behaviors, and tailor your marketing efforts to make the right impression. By identifying your audience, you’ll connect with them on a…

1
Episode 16 – The Branding Strategy Playbook 34:40

1M ago34:40

34:40

Whether you’re a seasoned marketer or just starting out, Graham and Juan Pablo are going over the basics of setting up your branding strategy. A comprehensive guide with everything you need to elevate your brand and stand out in a crowded marketplace.By Alpha Co. Marketing & Media

1
Episode 15 – Thinking Quarterly, Thriving Quotient 29:00

1M ago29:00

29:00

How often do you look back and reflect on the progress your company’s made (or not)? Separating the year into four quarters helps you understand progress, track goals, and provide well-spaced incentives. On this episode of Transmisión, Graham and Juan Pablo discuss the benefits of quarterizing your mind when it comes to business —and marketing camp…

1
Correlation, Crowding and Convexity 15:30

23d ago15:30

15:30

There’s been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind? In this short pod, I lay out a 5-part, informal framework …

1
Garrett DeSimone, Head of Quantitative Research at OptionMetrics 48:44

25d ago48:44

48:44

Earning a Ph.D. in financial economics is no small feat. And not only did Garrett DeSimone do just that, but he would unknowingly embark on his future career in the process of doing so. His dissertation from the University of Delaware involved the study of event risk premia in single stocks ahead of earnings. And to perform the analysis he engaged …

1
How to Get More Bank Money: Commercial, Trust & SMSF Lending 39:04

27d ago39:04

39:04

Send us a Text Message. How to get money for ADVANCED Investors We go through commercial lending and how we've recently funded a loan with no personal income and how HNW individuals with large equity balances can utilise commercial property investments to continue to grow their portfolio. SMSF Lending allows you to continue to expand your portfolio…

1
The Art of the Deal: How to Buy Property and Increase Your Chance of Success 40:23

30d ago40:23

40:23

Send us a Text Message. Every negotiation is about information, education & working together to getting a deal done. It is FAR easier to get deals done with experience, information than without. So, how do you, someone who doesnt actually buy property very often - get a successful conclusion? Its not as simple as picking out an apple at the store a…

1
There’s No Crying in Correlation 13:42

2M ago13:42

13:42

The study of correlation is valuable, informative and, likely an over-indulged in activity on Wall Street. That said, there are important risk considerations when it comes to how significantly assets move together or do not. The task at hand in this short podcast is to illustrate and contemplate the diverging paths of two important correlations: th…

1
Finding SPECIFIC Properties That Will Beat The Market: Alpha Property Investing 23:08

2M ago23:08

23:08

Send us a Text Message. *** Our sincere apologies, yesterdays version had audio quality errors. This version is corrected. As an individual property investor, you will be making a very very small number of property investments in your lifetime. Even Australia's Billionaire property developers make up a very small amount of total transactions. This …

1
The Zeroes…A Cross Asset Sequel 14:25

1M ago14:25

14:25

With option prices in the doldrums, your host provides some thoughts on why and in the process reflects on the skinny levels of risk premia a decade ago. I finish with some cautionary observations around what might go wrong. I hope you enjoy this short pod!By Dean Curnutt

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47. Seeking Alpha with Adam Heine, CEO & President, Consolidated Development Corporation and Camden Securities Company 22:51

2M ago22:51

22:51

Send us a Text Message. Adam Heine is the CEO and President of both Consolidated Development Corporation and Camden Securities Company. He is also the founder of Great Hill Investments, LLC. At Camden Securities, Adam is responsible for overseeing all aspects of investment, development, and property management. Since joining Camden in 2009, he has …

1
Raghuram Rajan, Professor of Finance, Chicago Booth, and Former Head of Reserve Bank of India 52:43

1M ago52:43

52:43

It was a pleasure to welcome Raghuram Rajan back to the Alpha Exchange. Raghu is currently a distinguished professor at the Chicago Booth School of Business and is the former head of the Reserve Bank of India. With a deep understanding of the intersection of markets, the economy and policymaking, he is among the most important voices on Central Ban…

1
What Market Is About To Go BOOM NOW! How to Find It 26:02

2M ago26:02

26:02

Send us a Text Message. Picking areas that are about to BOOM is entirely predictable. In fact, this is far easier to do than picking areas that MAY do well in the years ahead. Typically these markets have all the features of HIGH DEMAND, LOW SUPPLY That combination means prices are going to rise. Perhaps first in the rental market, and then spillov…

1
Harry Markopolos, "The Man Who Knew" 40:39

2M ago40:39

40:39

Corporate Fraud is an unfortunate, costly and seemingly never-ending aspect of the world of business. In the best case, fraud is prevented or, at least caught before harm is done. All too often, however, these cases of deception lead to large financial losses, impacting the lives of many - shareholders, individuals and certainly those that are cour…

1
How to Find Property Markets That Will Go BOOM in 2-3 years? 32:53

2M ago32:53

32:53

Send us a Text Message. INVESTOR SPECIAL SERIES 1/4: Over the past 10 years, I’ve had the pleasure of working with the best, 1000s of property investors, etc. This has framed my property investing strategy, the ‘alpha-beta’ strategy. Property markets work in cycles. If the average growth rate is 6%, then that is made up of years of 20%+ growth and …

1
Episode 14: A Time for Mail Campaigns with Kathy’s ATIME4Marketing 41:06

3M ago41:06

41:06

Think direct mail is out of date? Think again. On today’s very special episode of Transmisión, Juan Pablo sits down with Kathy Hall, ATIME4Marketing’s CEO. They’re talking about all things direct mail in today’s marketing landscape. Listen to find out how you, too, can benefit from adding a little old school postal mail to lift your digital marketi…

1
smartPRENEUR Podcast Episode 113 What Happens Next? with Guest Jason Sayen 10:06

3M ago10:06

10:06

In this episode Tom's guest is Jason Sayen. Tom and Jason discuss the benefits and a plan to create workflow documentation.By Simply Reliable

1
Kris Kumar, CIO, Goose Hollow Capital 1:03:01

2M ago1:03:01

1:03:01

It was a pleasure to welcome Kris Kumar, CIO of Goose Hollow Capital, to the Alpha Exchange. Our conversation starts with Fed policy and the manner in which the 500bps of policy tightening is impacting the economy. To this, Kris argues that the propitious starting position for households and corporates in this cycle has been quite different than in…

1
Sydney Planning Changes Now LIVE & How You Can Benefit? 20:14

3M ago20:14

20:14

Send us a Text Message. We unpack HOW the Transport Oriented Development Plan will change SYDNEY. The biggest planning changes in decades in Sydney are now legislated. After a short consultation period, the NSW government has got moving and enacted these changes quickly. Planning changes of this scale and breadth remains a great opportunity for inv…

1
Why UNITS Are Set to Outperform HOUSES In 2024-2025 18:57

3M ago18:57

18:57

Send us a Text Message. Should i invest in an apartment? Many property investing experts say NO. Indeed, so many of the best buyers agents in Australia simply DO NOT buy apartments. But Sydney apartments are now growing at DOUBLE the rate of houses. Are they overlooking the data? We unpack WHY apartments may be set for short term growth, including:…

1
smartPRENEUR Podcast Episode 112 Bookkeeping vs a Business Operating System with Guest Marilyn Sanford 15:09

2M ago15:09

15:09

In this episode Tom’s guest is Marilyn Sanford, a serial entrepreneur and a CEDIA Fellow. Tom and Marilyn discusses the differences between bookkeeping system and business operating systems.By Simply Reliable

1
46. Creativity and Capital Markets with David Lubin, Founder and Managing Partner, Clairmont Group 27:24

3M ago27:24

27:24

Send us a Text Message. David Lubin is the founder and managing partner of Clairmont Group. Based in New York, Clairmont Group is a fully integrated real estate investment and management firm that invests in mixed-use, multifamily, hospitality, retail, office, and industrial assets. In his role, David oversees the firm’s strategic direction as well…

1
Inflation Too High Again - Rate Cut Talks Are Over 27:37

3M ago27:37

27:37

Send us a Text Message. Inflation came in at 1% for Q1 2024 in a big economic release. This was above market expectations, coming in way too high and is a cause for concern. Inflation is the number one data item that the RBA look at, and with this high number, rate cut talks for the foreseeable future are over. The RBA removed its stance on 'increa…

1
smartPRENEUR Podcast Episode 110 The Four Types with Guest Chris Smith 9:42

3M ago9:42

9:42

In this episode Tom's guest is Chris Smith. Tom and Chris discuss the four types of questions that are eating your time away.By Simply Reliable

1
How To Work Out Where to Buy: WITHOUT Paying Thousands in Fees! 28:02

3M ago28:02

28:02

Send us a Text Message. There's tens of thousands of properties for sale at any point in time. How do you work out where to actually buy? We unpack: 1. The importance of thinking NATIONALLY, not just locally. 2. Why NUMBERS is all that matters - not emotional attachment to walking past your property investment. 3. Property cycles are different acro…

1
Episode 13 – Blended Media, Using Old School Techniques Today 46:30

4M ago46:30

46:30

With only 22% of organizations receiving adequate conversion rates from their ultramodern marketing efforts, it is clear that digital marketing could use some support. Here’s where tried-and-true old-school techniques come in. On today’s episode of Transmisión, Graham and Juan Pablo go over blurring the lines between on and off-line efforts and how…

1
How to Become a Property Investor: How to Simplify & Take Action 22:42

3M ago22:42

22:42

Send us a Text Message. We deep dive into the steps you need to take to purchase a property. We aim to help you take ACTION by SIMPLIFYING the process into a few key steps. Simplified, property investing can be broken down into a few simple steps: 1. Get money - usually from banks! 2. Use that money to buy GOOD property investing - 3. Risk manageme…

1
Jerry Peters, Managing Partner, Smithbrook, LLC 56:50

4M ago56:50

56:50

The “rule of 72” tells us that a good approximation for the time it takes to double your money can be arrived at by taking 72 and dividing by the interest rate that capital can compound by on an annual basis. Implicit in the calculation is that the initial stack is left untouched and is not vulnerable to a drawdown. In this context, it was great to…

1
smartPRENEUR Podcast Episode 108 Why Content Marketing Matters with Guest Marc Bally 14:35

4M ago14:35

14:35

In this episode Tom's guest is Marc Bally Founder and CEO of Rize Marketing. Join Tom and Marc as they discuss why content marketing matters.By Simply Reliable

1
The 4 Step Process to Interest Rate Cuts: What to look out for? 46:13

4M ago46:13

46:13

Send us a Text Message. We deep dive into the Australian economy, jobs market, and rate cycle. We also unpack how Australia compares to the US and why they are doing so well, while we are barely growing at all. We discuss the slowly moving rate cycle, and why we're now in PHASE 2 of this transition from raising rates to cutting. 1. Stop increasing …

1
Mandy Xu, Head of Derivatives Market Intelligence, Cboe Global Markets 54:11

4M ago54:11

54:11

After a 13-year career at CSFB where she would ultimately head the firm’s equity derivative strategy effort, in 2023 Mandy Xu moved to the CBOE where she’s now Head of Derivatives Market Intelligence and swimming in interesting, complex data sets. Our conversation surveys product innovation, going back to the first option trade ever on the CBOE, ca…

1
45. Disciplined Development with Michael Sommer, Chief Development Officer, Kushner Companies 31:12

4M ago31:12

31:12

Send us a Text Message. On this episode, Aaron Strauss is joined by Michael Sommer, Chief Development Officer at Kushner Companies. Michael oversees development and construction efforts across the entire Kushner portfolio which includes residential, commercial, retail, hospitality, and industrial properties, over 12.9 million square feet currently …

1
smartPRENEUR Podcast Episode 107 Are your employees unconsciously competent? with Guest Jason Sayen 10:55

4M ago10:55

10:55

In this episode Tom's guest is Jason Sayen. Tom and Jason discuss methodology to help you identify where your employees are in their learning and knowledge cycle.By Simply Reliable

1
Kieran Goodwin, Consultant, Saba Capital Management 52:23

4M ago52:23

52:23

Kieran Goodwin’s roots go back to the early days of both distressed debt investing and the credit default swap market, two classes of risk he has seen experience significant change over the last 25 years. Our conversation gets underway by exploring the notion of alpha decay in the distressed market, a diminishing opportunity set that has resulted f…

1
Hurting, but not broken: How are Aussies Coping with High Rates? 30:45

4M ago30:45

30:45

Send us a Text Message. How are so many Aussies getting on with their day to day life? This question is absolutely key to the short term direction of housing values, the risks to the aussie economy, our jobs market and everything central to our economy. Its why the RBA put a spotlight on Aussie households and how they're coping to high rates. There…

1
Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets 47:33

4M ago47:33

47:33

In Lori Calvasina's role as Head of US Equity Strategy at RBC Capital Markets, assessing the interaction between macro variables like rates with top-down factors like the equity market multiple is critical. But important as well is an evaluation of markets from the bottoms up. And here, she not only seeks to pull together the views of colleagues do…

1
smartPRENEUR Podcast Episode 106 Balanced Scoreboards with Guest Marilyn Sanford 27:58

4M ago27:58

27:58

In this episode Tom’s guest is Marilyn Sanford, a serial entrepreneur and a CEDIA Fellow. Tom and Marilyn discusses using the balanced scoreboard to implement growth.By Simply Reliable

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