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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Weekly Stock Market Commentary from a seasoned Hedge Fund Professional. Terms, Bio, and Free Newsletter available at site: www.HedgeFundTips.com. (not investment advice) About Tom Hayes: https://www.hedgefundtips.com/about-tj-h Contact Us: https://www.hedgefundtips.com/contact-us Free "Hedge Fund Tips" Stock Market Newsletter & Mini-Webinar: https://www.hedgefundtips.com/free/ Testimonials & Free 3 Week Trial to "Hedge Fund Trade Tips" trade alerts: https://www.hedgefundtips.com/membership-join/
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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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Gonzo Finance! Hugh Hendry is an Award Winning Hedge Fund Manager, Market Commentator, Thought Leader, St Barts Real Estate Investor & Surfer. Full episodes are available at https://www.patreon.com/HughHendry and https://hughhendry.substack.com
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Welcome to The Burnout Club, where success and burnout collide. Hosted by Patrice Bonfiglio, a hedge fund industry veteran and multi-role dynamo, this podcast is your new community for tackling burnout head-on. With nearly 20 years in high-pressure environments, Patrice knows firsthand that managing burnout is key to sustaining success—both in business and life.
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This Podcast is dedicated to holistic investments, fundraising, mental breakthroughs, critical thinking, unlimited opportunities, decentralized economy, and inner evolution. Mixed with humor, technology advancement, and paradigm shift. All this, plus much more through a lense of interviews of best hedge fund managers, venture capitalists, investors, industry experts, analysts, traders, and technocrats (in a nutshell talented and successful human beings).
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The Rate Guy Podcast is hosted by JP Conklin of Pensford. It's an irreverent insight into interest rates and current markets and how they impact the Commercial Real Estate and Multifamily industries.
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Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and "day-in-the-life" segments. Even those who've "made it" usually didn't follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!
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Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds. ABOUT LINCOLN ARCHIBALD Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief F ...
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This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?". Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to every ...
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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Q ...
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ATLalts

Andres Sandate

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ATLalts is a podcast for those interested in learning about alternative investments and alternative asset classes through interviews with investors, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, credit, private debt, distressed, hedge funds, commodities, FX, currencies, infrastructure, structured products, digital assets, multi-alternatives, secondaries, collectibles, farmland, timberland, and more specialized alternative assets such ...
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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Incubator Hedge Fund

Quantitative Investor

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Interviews with Experts to Learn How to Invest in Stocks, Real Estate, Commodities and Alternative Investments. Hosted by Quantitative Investor, a Yale Grad with Investment Banking Experience. Contact Us at incubatorhedgefundpodcast (at) gmail (dot) com Support this podcast: https://podcasters.spotify.com/pod/show/incubatorhedgefund/support
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Marcus Padley and Henry Jennings talk to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money-making ideas, straight from the experts.
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
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Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
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Absolute Return Podcast

Accelerate Financial Technologies Inc.

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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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The Fundviews Podcast allows listeners to learn about the fund management industry and all kinds of hedge fund strategies first hand from real experienced and successful fund managers.
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Beating Alpha

Martynas Fedotovas

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Weekly interviews, where we bring you successful real estate investors, traders, hedge fund managers, business coaches, portfolio managers from all over the world.
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On The Tape

Risk Reversal Media

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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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Insight for outcomes

Investment Magazine

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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Fully Invested

Ropes & Gray LLP

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A RopesTalk podcast series from Ropes & Gray’s global asset management team that draws on the perspectives of attorneys from all areas of the firm’s broad, integrated practice, and provides insight into essential considerations associated with current and emerging asset management products.
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Know Power

Noha Sidhom and Mike Borgatti

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Do you know what happens when you flip a light switch? How many people, dollars, and computers are involved to charge your smartphone? Do you understand the policy implications, political landmines, and local issues as we transition to clean energy? We’re here to answer those questions and more on KNOW POWER. Hosted by agnostic but informed industry experts Noha Sidhom and Mike Borgatti, Know Power is all about demystifying the entire energy industry, getting you involved in the discussion, ...
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Explore the Art of Deal-Making with The Deal Scout Podcast Are you intrigued by the world of investment, business acquisitions, or commercial real estate? "The Deal Scout" is your go-to podcast for an insider's view into the high-stakes realm of deal-making. Join our host, Josh, a seasoned entrepreneur and investor with over two decades of experience in crafting impactful deals across various sectors. Each episode of "The Deal Scout" offers you a front-row seat to in-depth interviews with se ...
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Beyond the Sound Bite

Vinny Catalano, CFA

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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Market Narratives

Investment Magazine

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
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Andy will answer your questions submitted to AskAndy@x3cmllc.com Andrew Redleaf, founder of a multi-billion dollar Hedge Fund and author of "Panic: The betrayal of Capitalism by Wall Street and Washington". Celebrated by the New York Times and others for predicting the mortgage crisis long before the event. Ask Andy is sponsored by Park State Bank. Please visit www.ParkStateBank.com for all your banking needs. The audio was edited at AdRem Productions.
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Vohi Trades

Prashant Mullick

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UIUC Alum, Ex-GE | Personal Hedge Fund | Extracting Volatility & Equity Premia using Options & Momentum | These podcasts aren't recommendations, trade your own plan.
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Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…
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About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠ Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠ Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠ Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/
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Hedge fund investing has undergone significant changes over the past two decades, but with multi-strategy platforms now dominating, has the evolution peaked, or is another shift on the horizon? Join Vincent and Mark van der Zwan, CIO of Hedge Fund Solutions at Morgan Stanley Investment Management, as they explore the past, present, and future of he…
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Send us a text Automakers are hedging their bets on electric vehicles and stepping up their investment in hybrid cars as consumers’ growing disinterest in fully electric vehicles has forced the industry to shift gear. A combination of high EV depreciation and concern over inadequate charging infrastructure has chilled buyers’ enthusiasm for fully e…
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Last week, the Federal Reserve announced a hawkish 50bp cut, with Jerome Powell stating the US economy is strong after data beat expectations. Meanwhile, the unemployment rate surpassed the 36-month average - reaching levels previously seen during economic recession - and US home sales fell to their second-lowest level in 14 years. In Europe, the G…
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In this episode of The Daily Peel, we dive into the recent Fed rate cuts and how they impact the markets, but the real game-changer is Salesforce’s Agentforce. Discover how AI is transforming business operations with autonomous agents, and explore the future of AI with a look at your behavioral style: cyborg or centaur. Plus, we cover the latest ma…
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We are delighted to share with you the recording of our recent webinar, ‘How Do You Attract and Retain ‘High Flyer’ Partners?’, in which partnership specialists discuss navigating the recruitment process for high flyers and important issues facing such decision making within professional practice firms.n this recording, Chair Corinne Staves (Partne…
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Check out Public.com at the link HERE Follow us on Instagram and Tik Tok at @thewallstreetskinny https://www.instagram.com/thewallstreetskinny/ Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not …
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The Deal Scout Newsletter: Unveiling the Future of Senior Housing I’m thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with John Hauber, co-host of the "Senior Housing Investors Podcast." We delved deep into the senior housing sector, exploring everything from innovati…
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Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the potential for more rate cuts amidst discussions of a soft landing. The…
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Senior Oil Derivatives Trader, James Anderson joins Group CEO Greg Newman to discuss the oil market’s significant reset, with crude futures prices dropping by approximately $10/bbl over the past few weeks. Greg and James debate the collective sentiment within the oil industry, noting how many traders follow the herd, seeking comfort in the analyses…
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Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtub…
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With the Federal Reserve cutting interest rates by 50 basis points, the question on everyone's mind is: what happens next? In this video, we break down the implications of this rate cut, the Fed's projections on unemployment, inflation, and GDP growth, and its impact on markets and housing affordability. Tune in for an analysis of Fed policy, econo…
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In today's episode, we dive deep into the U.S. economy, retail sales, and rate cuts, but that's not all! We also cover how Starlink is taking over the satellite space, the latest trends in podcasting deals, TikTok’s revenue growth, and more. Tune in for a mix of economic updates and tech news in under 30 minutes. Don’t miss out on the insights you …
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Can Factor Timing really give investors an edge in today’s markets? In this episode, host Vincent Weber dives into this hotly debated strategy with Dan Jelicic, Chief Investment Officer and Portfolio Manager of the Trium Avala strategies, and a pioneer in quantitative finance. With over 20 years of experience, Dan offers insider insights on how tim…
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In this edition of The Daily Peel, we dive deep into the return of mergers and acquisitions (M&A) in 2024, especially within the fintech sector. We discuss Apple’s underwhelming performance, Intel’s stock surge, and a lawsuit against a realtor for not disclosing Jeff Bezos as the buyer. We also break down why inflation is expected to decline and th…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
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For any publicly traded company, the bottom line is going to be the driving factor in every major decision that gets made at the corporate level. With US tax rates fluctuating between administrations and shake-ups in the Eurozone, it can be like a game of cat and mouse between governments seeking to collect taxes and the companies doing everything …
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I’m thrilled to share some incredible insights from our latest episode featuring Ron Diamond,on the topic of family offices and private deals. This conversation was packed with wisdom, and I’m excited to give you a sneak peek into the key takeaways. Key Lessons and Ideas: Family Offices vs. Private Equity: Long-Term Vision: Family offices are disru…
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Guy Adami, Liz Young Thomas from SoFi, and Dan Nathan discuss recent developments in the financial markets. They touch on topics such as the market's anticipation of a potential 50 basis point rate cut by the Federal Reserve, changes in tech stocks, and defensive market rotations. Highlights include a conversation about Apple’s potential iPhone sal…
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All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years. James Brodie and Ja…
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On this episode of The Rate Guy, we’re keeping it short and sweet. We’re prepping for Wednesday’s rate cut decision and breaking down 7 reasons why the Fed won’t go for a 50bps cut, despite market hopes. We’ll also touch on what you might want to do with caps ahead of the meeting. Here is the link to register for the Q3 Interest Rate Webinar that y…
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Our nerdiest episode ever, and we’re darn proud of it. Today we’re diving into Microsoft Excel and its role in Investment Banking. We’re discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world. Kristen gives a crash course in …
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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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In this episode I speak to Tim Baker, a familiar face in the community with a long and storied history in various data and markets roles. In our conversation of two halves, Tim and I start by discussing a court case in which Tim is taking a deep interest, around the fate of the CUSIP identifier. We then discuss Tim’s recent coup in which he swooped…
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Phong Le, President and CEO of MicroStrategy, discusses the company’s business intelligence tools and its bitcoin strategy with OPTO Sessions, explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P 500 in recent years. Enjoy! ----- The content in this podcast is for informational purposes only. Opto Mar…
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Join us for today's Daily Peel as we dive into the latest market movements and economic updates. We discuss the recent inflation report, its impact on the S&P 500, and what it means for the Federal Reserve's upcoming interest rate decision. Plus, get insights on major stock movers like Kroger, Roku, Moderna, and Wells Fargo. We also explore the cur…
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About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠ Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠ Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠ Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/
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Cryptocurrency, as a volatile and emerging technology, is used by millions around the world. Some of those users are trying to find security amidst unstable financial situations, while others seeking to avoid government oversight or conduct more nefarious activities. Its decentralized nature offers both opportunities and risks. The ultra-wealthy, f…
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Send us a text It seems like every day the tech industry comes out with a "brilliant new idea” that turns out to be merely a reinvention of a mundane product that already existed. Tech bros keep reinventing the bus, but they have also taken to reinventing the tea pot, the toothbrush, the lunchbreak and the public park. In today's video we look at t…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Downlo…
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The Daily Peel dives deep into OpenAI's unconventional $5-6 billion funding round at a mind-blowing $150 billion valuation. We break down their unique 'profit participation units' and why investors are going crazy for them. Plus, get the latest on market reactions to the new inflation report, NVIDIA's impressive 8% stock jump, Petco's surprising 32…
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Guy Adami and Danny Moses are joined by Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley. They delve into recent economic developments, focusing on market volatility, Fed policies, and inflation. Mike discusses currency movements, particularly the Yen, and their implications. He provides insights into the labor market's current state, in…
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We've heard your countless requests for a review of HBO Max's hit TV show The Industry, and we are buzzing with excitement about our new favorite show!!! We go over every single critical detail of Season 1, Episode 1 --- from how accurate the interview questions are, the sights and sounds of the trading floor, lifestyle in Investment Banking, all t…
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In this episode of The Daily Peel, we dive into the alarming rise in American credit card balances and delinquency rates. We also cover Apple's latest product releases, including their new AI features and health-focused innovations. Plus, we break down the day's biggest stock movers, including Oracle, Boot Barn, JP Morgan, and Taiwan Semiconductor.…
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99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game. Today, Samantha Russell is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and …
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