Best BNP Paribas Podcasts (2024)

1
Oliver Brennan, FX Volatility Strategist, BNP Paribas 53:13

11h ago53:13

53:13

Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…

1
2: Ep 002 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility. 11:19

1d ago11:19

11:19

In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility, manage biases when making investments, and the role of debt in building a secure portfolio.By BBNPP

1
Kathryn Rooney Vera, Chief Strategist, StoneX Group Inc. 39:46

1h ago39:46

39:46

Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…

1
VIX Went Cray Cray 14:04

7d ago14:04

14:04

When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …

1
Beyond the playtest: Wilson RF 01 Collection Racquets, Bags, Accessories explained & your questions answered! 1:15:15

1h ago1:15:15

1:15:15

We are so excited to talk beyond the playtest about the new Wilson RF 01 Collection! We talk about everything from our experiences with the racquets, our favorite string set ups, who each racquet is for and more! We also are taking your questions LIVE and compare the racquets to other ones you might be more familiar with. Don't miss when we explain…

1
Vineer Bhansali, Founder and CIO, LongTail Alpha 50:23

1h ago50:23

50:23

Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…

1
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management 38:02

6d ago38:02

38:02

Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Iv…

1
Markets are Never Say Never 17:20

14h ago17:20

17:20

What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…

1
Dan Greenhaus, Chief Strategist, Solus Alternative Asset Management LP 55:18

14d ago55:18

55:18

With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…

1
NFL + WTA love story of the year! Angela Kulikov & Alex Ward (LA RAMS) debate the GOAT & talk through the differences of pro tennis vs. pro football 1:00:20

22d ago1:00:20

1:00:20

No, it isn't Travis and Taylor...instead, today we have the cutest crossover couple from the NFL and the WTA: Angela and Alex! Angela Kulikov is a CA girl who played college tennis at USC and is now a doubles specialist on the WTA Pro Tour, but can also kick some serious butt in singles and knows a thing or two about football having gone viral as t…

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

19d 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
Man and Markets On Wire 15:36

14d 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
We test one of the STIFFEST poly strings against one of the SOFTEST: Luxilon 4G vs. Element SOFT IR 1:06:59

21d ago1:06:59

1:06:59

We JUST spent an hour on the court hitting the stiffest string in Luxilon's lineup: 4G, next to the SOFTEST string in their lineup: Element Soft IR. Listen in as we talk about what we liked, didn't and how each string performed in terms of power, control, feel, notching, durability, etc. AND we take your questions! Want to pick what we test next?! …

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

1M 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

1M 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
Performance anxiety, tennis trauma, how your DNA affects your tennis, gear to help you improve and more philosophies from the court! 1:33:17

1M ago1:33:17

1:33:17

We are back philosophizing and debating the world of tennis! Grab a cup or two of coffee, buckle up and join Tim, Troy and Michelle as they chat about everything from how to become a better player, exploring ourselves through the game of tennis, mastery of the sport vs. winning and BEYOND. With 3 very different backgrounds and opinions, we challeng…

1
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 56:42

1M ago56:42

56:42

In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…

1
1: Ep 001 - Suresh Soni, CEO of Baroda BNP Paribas Mutual Fund, simplifies Balanced Advantage Funds. 10:53

2M ago10:53

10:53

What is a Balanced Advantage Fund? Does it help balance risk and reward for investors? Welcome to Podtales by Baroda BNP Paribas Mutual Fund, where we use the power of storytelling to share timeless financial wisdom and gain investment insights from industry experts. In the first episode of this investor education series, Suresh Soni, CEO of Baroda…

1
Behind the Scenes in a Pro String Room to talk Head EXTREME Racquet update, pro string trends & more! 28:10

2M ago28:10

28:10

We are recording from the Pro String room at the BNP Paribas Open with one of your favorite guests, Dennis Fabian, from Head! Dennis gives us a behind the scene look at what is going on with strings in Indian Wells but also provides us with a sneak peek into the new lineup of bright yellow Head Extreme Racquets which launch July 18 2024! Watch this…

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

2M 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
Correlation, Crowding and Convexity 15:30

2M 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

2M 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
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
Beyond the Playtest: Wilson Pro Staff Six.One 95 (& what does "six one" even mean?!) 36:55

2M ago36:55

36:55

Join the Tennis Warehouse playtest squad as the gush over the Wilson Pro Staff Six.One 95! Troy, Chris, Boone & Michelle talk about the what they loved about this racquet as well they go into the history and heritage of the Six.One line of frames. Take a look at the specs: Wilson Pro Staff Six.One 95 v14 Racquet: http://www.tennis-warehouse.com/des…

1
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 44:50

3M ago44:50

44:50

As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit an…

1
The Zeroes…A Cross Asset Sequel 14:25

3M 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

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

2M 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
the Greatest Doubles Team of ALL Time talks about their racquets through their career: Bryan Brothers (Mike & Bob) are here! 22:43

3M ago22:43

22:43

Bob & Mike Bryan join us in Ojai, CA at the oldest tournament in the United States to chat all things gear, their legacy, the next gen of tennis and more! If you have any further questions or want to continue the conversation?! Email us at podcast@tennis-warehouse.com Shop with us for all your TENNIS needs all over the WORLD: 🇺🇸 Tennis Warehouse --…

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

3M 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
Kris Kumar, CIO, Goose Hollow Capital 1:03:01

3M 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
Can a tennis racquet make you a better player?! Can the wrong racquet make you worst? Pro-stock chat & form vs. function debate! 59:54

3M ago59:54

59:54

Join us as we debate good tennis vs. pretty tennis; form vs. function and if a PRO STOCK tennis racquet can really improve your tennis...and what about the wrong racquet, can that make you a worst player?! Let us know what you think! If you have any further questions or want to continue the conversation?! Email us at podcast@tennis-warehouse.com Sh…

1
EP 64: China's soft landing: fact or fiction? - Income Asset Management 41:17

3M ago41:17

41:17

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertain…

1
Beyond the Playtest: 2024 Babolat Pure Strike Racquets 37:46

4M ago37:46

37:46

Go BEYOND the playtest of the new Babolat Pure Strike Tennis Racquets for 2024! Our playtesters answer all the questions you had ad explain the different models including going into depth about the newest frames in the family! The Babolat Pure Strike series offers more control and feel than the Pure Drive and Aero franchises. These racquets also of…

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
ATP Pro Andrey Rublev practice session chat with Head's Dennis Fabian at Indian Wells BNP Paribas Open 16:15

4M ago16:15

16:15

We are making podcast history as we record an episode while watching an ATP Pro practice session! Dennis Fabian from HEAD is here and we catch up and chat all about Andrey Rublev while watching him practice at the BNP Paribas Open in Indian Wells! We discuss his gear, how he is on and off the court, working with him, what racquets he like, string s…

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
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 44:21

5M ago44:21

44:21

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, E…

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
Kim Clijsters Talks All Things Babolat Pure Drive Racquets! 22:38

5M ago22:38

22:38

She's an absolute tennis legend and icon! Kim Clijsters is here (and Michelle might be freaking out)! With 4 Grand Slams, former number 1 WTA and the face of the Babolat Pure Drive, she is here to help celebrate 30 years of an iconic racquet! And in this episode, we have all the models she has used throughout her career in front of her! You will ge…

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

5M 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
Jared Dillian, Author: “No Worries: How to Live a Stress-free Financial Life” 38:12

6M ago38:12

38:12

George Orwell once said that writing a book is a “horrible, exhausting experience…that one would never undertake if one were not driven by some demon whom one can neither resist nor understand”. Ok then. Let’s all agree that writing a book is a heavy lift. Let’s also agree that the personal finance advice industry is littered with gurus making outl…

1
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 31:29

6M ago31:29

31:29

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Austr…

1
Beyond the playtest: Wilson Blade v9 Racquets & We are LIVE! 57:22

5M ago57:22

57:22

The 9th version of the Wilson Blade is here! The SHARPEST Blade yet! Some of the thinnest and most flexible beams in Wilson's racquet line, the Blade family is revered for its pinpoint precision and outstanding ball feedback and we talk Beyond our Playtest! Troy and Chris join Michelle to chat all about this updated line -- including what changed, …

1
25 Sayings on Vol and Risk…Part 5 of 5 27:42

6M ago27:42

27:42

Our final segment of 25 Sayings on Vol and Risk is upon us, and with it, 5 fresh pithy principles that I often turn to in trying to make sense of this chaotic sport we call markets. Along the way, in typing out these more than 20,000 words over the series, I’m probably out more than 50 dollars in espresso inspired drinks from Starbucks lead by the …

1
Tennis Coaching Corner: hustle culture, coaching philosophies & more 1:10:57

6M ago1:10:57

1:10:57

Coaching corner with Tim Foley: we take a philosophical look at hustle culture, coaching American tennis, how to be the "best" player, what your DNA says about the player you can be, being happy with your tennis and so much more including: - hypnotizing yourself on the court - happy on the court doesn't necessarily equal winning; how you define you…

1
25 Sayings on Vol and Risk…Part 4 of 5 27:42

6M ago27:42

27:42

The task at hand is simple….make further progress on our 25 Sayings on Vol and Risk. I’ve certainly had some fun with the first 15. Somehow, in the context of this exploration of market risk philosophy, I’ve managed to quote both former President Ronald Reagan and Seinfeld hack comedian Kenny Bannia, summoned the wisdom of Wolf of Wall Street’s Mar…

1
25 Sayings on Vol and Risk…Part 3 of 5 25:05

6M ago25:05

25:05

Our journey to 25 Sayings on Vol and Risk continues, folks…and as UFC’s Bruce Buffer is known to emphatically tells us…”It’s TIME!”… for our third segment…sayings 11-15. We’ve got some good ones ahead of us and, as always, I aim to share some of my thinking on markets, overlay a dose of history and pop culture and, perhaps, give you a chuckle in th…

1
Angela Kulikov: "the locker rooms at Wimbledon are the same for the Doubles Specialists" from college to the pros 1:06:58

7M ago1:06:58

1:06:58

She's a pro tennis player, undrafted Quarterback, USC Trojan, sweatpant collector, 0-star Michelin chef with a master's degree and a hidden tattoo of Sisyphus! Angela Kulikov is HERE! And we get a chance to take a peek into her world as she embarks on her 3rd year on the WTA Tour. Through some thought-provoking discussions and engaging anecdotes, t…

1
25 Sayings on Vol and Risk…Part 2 of 5 25:49

7M ago25:49

25:49

Hello! You’ve reached part 2 of our 5 part series “25 Sayings on Vol and Risk”. Over the first half hour episode, we kicked off with the first 5. Over these 30 minutes, we shall explore sayings 6 through 10. The task at hand is to make headway on our sayings, and, hopefully, entertain you a bit in the process. My goal, share some of what I’ve writt…

1
Matt King, Founder, Satori Insights, LTD 58:29

7M ago58:29

58:29

Efforts to understand the “why” of the motion in asset prices consume our time and attention in markets. To be sure, traditional sources of risk – namely the economy, the path of corporate profits and changes in the interest rate cycle – do matter. But, as Matt King argues, especially since 2012, we increasingly need to monitor what’s happening in …

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