Infinite Loops

Alle afleveringen

348 afleveringen, van nieuw naar oud

  1. Paul Craven — Behavioral Science & Decision Making (EP.47)

    13 mei 2021 · 1 uur 11 min

    Afspelen
    In this episode of Infinite Loops we spoke with Paul Craven, an expert in behavioral biases and decision making. In this conversation we discuss: Lees meer

    What behavioral science is

    Building trust and relationships

    Temporal discounting and reframing

    Managing emotions in investing

    Surviving is winning

    And A LOT more!

    Follow Paul on Twitter (https://twitter.com/CravenPartners) and his website https://www.paulcraven.com/

  2. Jeremiah Lowin — Embracing Uncertainty (EP.46)

    6 mei 2021 · 1 uur 20 min

    Afspelen
    In this episode of Infinite Loops, we speak with Jeremiah Lowin, CEO at Prefect. In this conversation we cover: Lees meer

    Overcoming inertia

    When information challenges your beliefs

    Choosing the right words for expression

    Narratives and decision-making

    Building a culture that appreciates uncertainty

    And A LOT more

    Follow Jeremiah on Twitter (https://twitter.com/jlowin), and learn more about Prefect at https://www.prefect.io/

  3. Jesse Livermore – What Now? (EP.45)

    29 april 2021 · 1 uur 19 min

    Afspelen
    In this episode of Infinite Loops we spoke with OSAM Research Partner Jesse Livermore (pseudonym). In this conversation we chat: Lees meer

    MMT and valuations

    Bitcoin: Bull & Bear Cases

    Transactional valuation

    Intrinsic valuation

    Managing future crises

    And MUCH more

    Follow Jesse on Twitter (https://twitter.com/Jesse_Livermore), and check out his writing here (http://www.philosophicaleconomics.com/).

  4. Daniel Jeffries – Questioning Everything (EP.44)

    22 april 2021 · 1 uur 13 min

    Afspelen
    In this episode of Infinite Loops we spoke with Daniel Jeffries, futurist and author. Daniel's newest book is Mastering Depression and Living the Life You Were Meant to Live. In this conversation we chat: Lees meer

    The multiverse

    Why Dan wrote his newest book

    Mimetic desires and human behavior

    Questioning everything

    And MUCH more

    Follow Daniel on Twitter (https://twitter.com/Dan_Jeffries1), check out his writing (https://medium.com/@dan.jeffriescheck), and find his new book here.

  5. Howard Lindzon – The Larry David of Finance (EP.43)

    15 april 2021 · 1 uur 5 min

    Afspelen
    In this episode of Infinite Loops we spoke with Howard Lindzon, Founder & General Partner at Social Leverage, and Founder of StockTwits. In this conversation we chat: Lees meer

    Why Howard is Larry David

    The reasons he launched a SPAC

    How SPACs differ from Venture Capital

    His thoughts on FinTech & Crypto

    And MUCH more

    Follow Howard on Twitter (https://twitter.com/howardlindzon), and check out his website (https://howardlindzon.com/)

  6. Joe Weisenthal - Rapid Fire (EP.42)

    8 april 2021 · 1 uur 4 min

    Afspelen
    In this episode of Infinite Loops, we spoke with Joe Weisenthal, Executive Editor of Digital News at Bloomberg. In this fun and thought-provoking conversation we chat: Lees meer

    • NFTs

    • Bitcoin Believers and its viability

    • MMT

    • Robinhood

    • And MANY more sensitive subjects

    Follow Joe on Twitter (Twitter.com/thestalwart).

  7. Bill Brewster – Asking Tough Questions (EP.41)

    1 april 2021 · 1 uur 4 min

    Afspelen
    In this episode of Infinite Loops we spoke with Bill Brewster, investor and host of The Business Brew podcast. In this conversation we covered: Lees meer

    How Bill's investment career took shape.

    The tragic story of Bill's relative.

    Important questions on Robinhood.

    Investor education.

    Gambling vs. Investing.

    And MUCH more.

    Follow Bill on Twitter (https://twitter.com/BillBrewsterSCG) and check out Bill's podcast (https://www.podpage.com/the-business-brew/)

  8. Josh Wolfe - Inventing The Future (EP.40)

    25 maart 2021 · 51 min

    Afspelen
    In this episode of Infinite Loops we spoke with Josh Wolfe, co-founder and managing partner at Lux Capital. In this conversation we covered: Lees meer

    The acceleration of technological change.

    Inflation, the dollar, and crypto.

    Macro and geopolitical risk.

    Lux's portfolio companies

    And MUCH more

    Follow Josh on Twitter (https://twitter.com/wolfejosh) and check out Lux Capital (https://luxcapital.com/)

  9. Alex Danco - Makes A Scene (EP.39)

    18 maart 2021 · 1 uur 13 min

    Afspelen
    In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover: Lees meer

    How to create a scene

    Great scenes and movements from history

    The Canadian startup market

    The Pepsi/Coke blind taste test

    And MUCH more

    Follow Alex (https://twitter.com/Alex_Danco) on Twitter, and read his blog here http://alexdanco.com/ .

  10. Anna Gat – Learning Through Discussion (EP.38)

    11 maart 2021 · 1 uur

    Afspelen
    In this episode of Infinite Loops we spoke with Anna Gat, Founder and CEO of Interintellect. In this conversation we covered: Lees meer

    Power of conversation

    The Salons that Anna runs

    The importance of framing

    Communication differences in genders

    Fostering human connection

    And MUCH more

    Follow Anna on Twitter (https://twitter.com/TheAnnaGat) and check out Interintellect (www.Interintellect.com)

  11. Max Arbitrage – Healthcare, Investing & Biology (EP.37)

    4 maart 2021 · 1 uur 4 min

    Afspelen
    In this episode of Infinite Loops we spoke with the man behind anonymous Twitter account Max Arbitrage. Max is an investor, entrepreneur, and top mind in the health care industry. In this conversation we covered: Lees meer

    Game theory and modern markets

    Deterministic vs. probabilistic thinking

    Max's entrepreneurial ventures

    Fixing what sucks in an industry

    The perils of status games

    And MUCH more

    Follow Max on Twitter (https://twitter.com/max_arbitrage).

  12. Lily Francus – Options, Passive & Speculation (EP.36)

    25 februari 2021 · 1 uur 15 min

    Afspelen
    In this episode of Infinite Loops, we spoke with Lily Francus, an independent quantitative researcher and creator of the NOPE indicator. In this conversation we covered: Lees meer

    Lily's dive into the world of options

    Her popular whitepaper and subsequent NOPE indicator

    The power of Twitter for networking and insights

    Retail participation in the options markets

    GameStop madness

    And MUCH more

    Follow Lily on Twitter (https://twitter.com/nope_its_lily) and check out her writing (https://nopeitslily.substack.com/).

  13. Polina Marinova – The Profile (EP.35)

    18 februari 2021 · 1 uur 6 min

    Afspelen
    In this episode of Infinite Loops, we spoke with Polina Marinova, founder, and author of The Profilenewsletter, which covers the masters and experts within various industries. In this conversation we covered: Lees meer

    Polina's decision to leave Fortune

    The business aspect of content creation

    Lessons learned from profiling the greats

    How The Profile has evolved over time

    Developing an alter ego

    And MUCH more

    Follow Polina on Twitter (https://twitter.com/polina_marinova) and check out her newsletter (https://readtheprofile.com/).

  14. Naufal Sanaullah – Macro, Psychology & Charity (EP.34)

    11 februari 2021 · 1 uur 4 min

    Afspelen
    In this episode of Infinite Loops we spoke with Naufal Sanaullah, Chief Macro Strategist at EIA All Weather Alpha Partners. In this wide-ranging discussion we cover: Lees meer

    How Naufal navigated markets at the start of COVID-19.

    Leveraging Twitter for mentorship

    The Momentum Factor and Goldman's Baskets

    Positive and negative impacts of the internet

    Naufal's charitable work

    And much more.

  15. Tim Urban - Exploring Ourselves (EP.33)

    4 februari 2021 · 1 uur 19 min

    Afspelen
    In this episode we spoke with Tim Urban, founder and writer at Wait But Why? In this super episode Jim and Tim discuss: Lees meer

    • The story of us
    • Managing and taming our biases
    • Flat earthers and how we're no different
    • Overcoming our outdated mental hardware
    • and MUCH more.

    Follow Tim on Twitter (Twitter.com/waitbutwhy) and check out his site (waitbutwhy.com)

  16. Jason Zweig – Psychology, History & Writing (EP.32)

    28 januari 2021 · 1 uur 4 min

    Afspelen
    In this episode of Infinite Loops we spoke with Jason Zweig of The Wall Street Journal, where he writes his famous The Intelligent Investor column. Jason is also the author of Your Money and Your Brain, and the editor of the revised edition of Benjamin Graham''s The Intelligent Investor. In this discussion we cover: Lees meer

    The power of writing to learn.

    Why humans never learn from their mistakes.

    Jason's path into markets out of college.

    The lessons we can learn from the past.

    And much more

    Follow Jason on Twitter (https://twitter.com/jasonzweigwsj) and check out his website (https://jasonzweig.com).

  17. Mayor Francis Suarez – The Miami Elevator Pitch (EP.31)

    21 januari 2021 · 45 min

    Afspelen
    In this episode of Infinite Loops we spoke with Francis Suarez, Mayor of Miami. In this wide-ranging discussion we cover: Lees meer

    The mass business migration to Miami

    Leveraging Twitter as a public official

    The elevator pitch for moving to Miami

    Why the Mayor is so optimistic about Miami's future

    Jim and Jamie's post-episode discussion

    And much more

    Follow Mayor Suarez (https://twitter.com/FrancisSuarez) on Twitter.

  18. Dan Runcie – The Business of Hip-Hop & Music (EP.30)

    14 januari 2021 · 1 uur 5 min

    Afspelen
    In this episode of Infinite Loops we spoke with Dan Runcie, author of the popular newsletter Trapital, which focuses on hip-hop business trends. Our conversation covers: Lees meer

    Apple vs. Spotify

    Music as an investment asset

    Unique revenue streams for innovative artists

    The economics of hip-hop

    Opportunities for artists in Tiktok and other new apps

    And MUCH more

    Follow Dan (https://twitter.com/RuncieDan) on Twitter, and check out his newsletter https://trapital.co/.

  19. Brian Roemmele – The Intelligence Amplifier (EP.29)

    31 december 2020 · 1 uur 43 min

    Afspelen
    In this episode of Infinite Loops we spoke with Brian Roemmele, aka "The Voice Expert". Our long and in-depth conversation covers: Lees meer

    The rise of Voice systems like Alexa

    The future of voice, AI, and knowledge

    Brian's exciting invention

    Intelligence Amplification

    And MUCH more

    Follow Brian (https://twitter.com/BrianRoemmele) on Twitter, and check out his website http://voicefirst.expert/.

  20. Pete Weishaupt – The Golden Age for Creators (EP.28)

    24 december 2020 · 52 min

    Afspelen
    In this episode of Infinite Loops we spoke with Pete Weishaupt. Our conversation with Pete covers: Lees meer

    Starting an e-commerce business

    Running cheap experiments

    How to leverage Twitter

    Behavioral economics

    And much more

    Follow Pete (https://twitter.com/peteweishaupt) on Twitter, and read his blog herehttps://maverickmedia.substack.com/.

  21. Alex Danco – Shopify, SPACs & Status (EP.27)

    17 december 2020 · 1 uur 14 min

    Afspelen
    In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover: Lees meer

    Alex's first 6 months at Shopify

    Social Capital & SPACs

    How Twitter has changed status networks

    The rise of e-commerce

    Can Founders Lie?

    And much more

    Follow Alex (https://twitter.com/Alex_Danco) on Twitter, and read his blog here http://alexdanco.com/ .

  22. Tren Griffin- Escaping Gravity (EP.26)

    3 december 2020 · 1 uur 16 min

    Afspelen
    In this episode of Infinite Loops we spoke with Tren Griffin, Senior Director at Microsoft and author of the popular business and investing blog 25iq . In this wide-ranging discussion we cover: Lees meer

    Base rates and 'escaping gravity'

    Living a rewarding life.

    Entrepreneurship and risk-taking

    The importance of becoming an 'Editor'

    And much more

    Follow Tren (https://twitter.com/trengriffin) on Twitter, and read his blog here 25iq.

  23. Josh Brown & Brian Portnoy – "How I Invest My Money" (EP.25)

    19 november 2020 · 1 uur 11 min

    Afspelen
    In this episode of Infinite Loops we spoke with Josh Brown & Brian Portnoy, authors of the newly released book How I Invest My Money. In this discussion, we cover: Lees meer

    How Brian and Josh invest personally.

    Highlighted stories from some of the 25 contributing authors.

    The concept of "Funded Contentment"

    How money can be wielded as a weapon

    Behavioral biases and money

    Roasting Jamie… and much more

    Follow Josh (https://twitter.com/ReformedBroker) and Brian (https://twitter.com/brianportnoy) on Twitter, and their new book here How I Invest My Money: Finance Experts Reveal How they Save, Spend, and Invest.

  24. Michael Batnick – The Irrelevant Investor (EP.24)

    5 november 2020 · 58 min

    Afspelen
    In this episode of Infinite Loops we spoke with Michael Batnick, Director of Research at Ritholtz Wealth Management. In this conversation, we cover: Lees meer

    Michael's journey to Ritholtz Wealth Management

    His terrible experiences in the insurance industry

    Breaking into finance

    How the Ritholtz Wealth Management business has grown

    And much more

    Follow Michael on Twitter at https://twitter.com/michaelbatnick , and find his blog here The Irrelevant Investor.

  25. James Clear – Constructing Habits & Systems (EP.23)

    22 oktober 2020 · 1 uur 2 min

    Afspelen
    In this episode of Infinite Loops we spoke with James Clear, author of the bestselling book Atomic Habits. In this fascinating discussion, we cover: Lees meer

    Maintaining habits amid COVID-19

    The importance of time horizons

    Writing as an antidote to confusion

    The steps for forming atomic habits

    And much more

    Follow James on Twitter at https://twitter.com/JamesClear , and find his book here Atomic Habits.

  26. Annie Duke – How to Decide (EP.22)

    15 oktober 2020 · 1 uur 21 min

    Afspelen
    In this episode of Infinite Loops we spoke with Annie Duke, former professional poker player, decision-making expert, and best-selling author. Her latest book is How to Decide: Simple Tools for Making Better Choices, which was released this week. In this conversation, we cover: Lees meer

    COVID-19 and decision-making

    Resulting and the 2016 election

    What drove Annie to write her new book

    Writing as a powerful tool for testing your knowledge

    And MUCH more.

    Follow Annie on Twitter at https://twitter.com/AnnieDuke , and find her new book here https://www.amazon.com/gp/product/0593418484?tag=randohouseinc13176-20.

  27. Adam Townsend (Pt. 2) – The Sale (EP.21)

    8 oktober 2020 · 1 uur 6 min

    Afspelen
    In this episode of Infinite Loops we invited Adam Townsend back on to speak exclusively about Sales, and why it is so important. In this conversation, we cover: Lees meer

    Extreme salesmanship

    What you cannot learn from Sales books

    The sales we don't even realize we're making

    The right and wrong approaches to selling

    And MUCH more.

    Follow Adam on Twitter at https://twitter.com/adamscrabble .

  28. Brent Beshore – Boring Businesses, COVID-19, and Doing Better (EP.20)

    24 september 2020 · 1 uur 16 min

    Afspelen
    In this episode of Infinite Loops we spoke with Brent Beshore, CEO and Founder of Permanent Equity. In this conversation, we cover: Lees meer

    What Brent has learned since making his first deal.

    How COVID-19 has impacted the businesses in Brent's portfolios

    The importance of time horizons

    The lasting changes from COVID-19

    Finding the right partners and teams in business

    You can follow Brent on Twitter (https://twitter.com/BrentBeshore) and learn more about Permanent Equity here (https://www.permanentequity.com/about-our-firm)

  29. Ron Howard – The Past, Present and Future of Entertainment (EP.19)

    10 september 2020 · 55 min

    Afspelen
    In this episode of Infinite Loops we spoke with legendary actor, documentarian, Co-Founder of Imagine Entertainment, and academy award winning director Ron Howard. In this wide ranging discussion, we cover: Lees meer

    The pressure and thrill of directing a Beatles documentary

    How the movie industry has evolved, and the impact of COVID-19

    How documentaries differ from traditional movie making

    The future of entertainment and how streaming changes things

    And MUCH more

    Enjoy!

  30. Phil Pearlman: Westerners Discuss the Tao ("Don't Suck") (EP.18)

    3 september 2020 · 56 min

    Afspelen
    In this episode of Infinite Loops we spoke with Phil Pearlman. We discuss: Lees meer

    What Phil has learned from studying the Tao

    The narratives you tell yourself

    The most important rule: Don't suck

    How marketing & finance has evolved over Phil's career

    And MUCH more…

    Follow Phil on Twitter (https://twitter.com/ppearlman) to stay up to date on all of his exciting projects.

  31. Tyrone Ross: Giving Back, Empowerment, and Gratitude (EP.17)

    20 augustus 2020 · 1 uur 7 min

    Afspelen
    In this episode of Infinite Loops we spoke with Tyrone Ross. We discuss: Lees meer

    Tyrone's inspiring journey

    Empowering youth through financial literacy

    The power of gratitude

    Bitcoin and cryptocurrencies

    And MUCH more…

    Follow Tyrone on Twitter (twitter.com/tr401) to stay up to date on all of his exciting projects.

  32. Rory Sutherland: Human Behavior, Innovation, and Alchemy (EP.16)

    23 juli 2020 · 1 uur 51 min

    Afspelen
    In this episode of Infinite Loops we spoke with Rory Sutherland, Author of Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life, and Vice-Chairman of Ogilvy Group UK. We discuss: Lees meer

    The relationship between marketing and innovation.

    Human psychology and behavioral economics.

    The importance of framing.

    "Stated" preferences and "Revealed" preferences

    Follow Rory on Twitter (https://twitter.com/rorysutherland) and check out his books here (https://www.amazon.com/Rory-Sutherland/e/B07L3WRSWM?ref_=dbs_p_ebk_r00_abau_000000)

  33. Bronwyn Williams: Self Sovereignty, Futurism, and The State (EP.15)

    9 juli 2020 · 1 uur 6 min

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    In this episode of Infinite Loops we spoke with Bronwyn Williams. We discuss: Lees meer

    What being a 'futurist' means

    Accelerating trends as a result of COVID-19

    Geopolitics and the African continent

    Technology and economic development

    The future of governance

    Follow Bronwyn on Twitter (https://twitter.com/bronwynwilliams) and check out her website here (https://whatthefuturenow.com/)

  34. Anthony Pompliano: Building a Brand, Moats, and Bitcoin (EP.14)

    2 juli 2020 · 1 uur 17 min

    Afspelen
    In this episode of Infinite Loops we spoke with Anthony Pompliano. We discuss: Lees meer

    Building a personal brand and business

    The Bitcoin landscape

    Moats and innovation

    The power of Twitter for networking

    And much more…

    Follow Pomp on Twitter (https://twitter.com/APompliano) and check out his website here (https://www.youtube.com/c/AnthonyPompliano)

  35. Adam Townsend: Wall Street, Policy, and Wealth Generation (EP.13)

    25 juni 2020 · 1 uur 31 min

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    In this super episode of Infinite Loops, we spoke with Adam Townsend. We discuss: Lees meer

    Adam's illustrious career on Wall Street

    Wealth extraction

    Extreme salesmanship

    Adam's COVID-19 blog

    Chinese foreign and domestic policy

    And MUCH more…

    Follow Adam on Twitter (https://twitter.com/adamscrabble) and check out his website here (https://www.adamtownsend.me/).

  36. Chris Sommers - Adventures at Sea (EP.12)

    18 juni 2020 · 1 uur 15 min

    Afspelen
    In this episode of Infinite Loops we spoke with Chris Sommers, CEO at Unhedged. We discuss: Lees meer

    Sailing the world for 4 years without knowing how to sail

    Chris' experience at Greenlight Capital

    Shorting Lehman's stock in 2008

    And much more…

    Follow Chris on Twitter (https://twitter.com/QuisitiveInvest) and learn more about Unhedged here (https://www.unhedged.com/).

  37. Chris Sommers - Adventures at Sea (EP.12)

    18 juni 2020 · 1 uur 15 min

    Afspelen
    In this episode of Infinite Loops we spoke with Chris Sommers, CEO at Unhedged. We discuss: Lees meer

    Sailing the world for 4 years without knowing how to sail

    Chris' experience at Greenlight Capital

    Shorting Lehman's stock in 2008

    And much more…

    Follow Chris on Twitter (https://twitter.com/QuisitiveInvest) and learn more about Unhedged here (https://www.unhedged.com/).

  38. Eric Jorgenson: The Almanack of Naval Ravikant (EP.11)

    4 juni 2020 · 1 uur 11 min

    Afspelen
    In this episode of Infinite Loops we spoke with Eric Jorgenson, Product Strategist at Zaarly, and author of the Almanack of Naval Ravikant. We discuss: Lees meer

    Who is Naval Ravikant?

    The key lessons from Naval's writing and career

    What made Eric want to write this book?

    Wealth, happiness, and leverage

    And much more…

    You can follow Eric on Twitter (https://twitter.com/EricJorgenson ) and learn more about his new book here (https://www.navalmanack.com/).

  39. Ed Latimore: Lessons from Boxing, Sobriety, and Building Mental Fortitude (EP.10)

    28 mei 2020 · 1 uur 7 min

    Afspelen
    In this episode of Infinite Loops we spoke with Ed Latimore, a former professional heavyweight boxer (13-1-1) and full-time author that writes about getting sober, forgiveness, and self-improvement. We discuss: Lees meer

    The path to sobriety and lessons learned

    Ed's extraordinary boxing career

    What Ed dubs the 'manosphere'

    The importance of transparency and grit

    And much more…

    You can follow Ed on Twitter (https://twitter.com/edlatimore ), and follow his writing at (https://edlatimore.com/).

  40. Christie Hamilton: Institutional Investing, Due Diligence During COVID-19, and Advocacy (EP.09)

    21 mei 2020 · 49 min

    Afspelen
    In this episode of Infinite Loops we spoke with Christie Hamilton, Head of Investments at the $2 billion Children's Health Medical Center of Dallas. We discuss: Lees meer

    Misconceptions about institutional investing

    The importance of transparency

    Due diligence during COVID-19

    The traits of a good mentor and mentee

    And much more…

    You can follow Christie on Twitter( https://twitter.com/ROIChristie ), and can donate to Children's Health here (https://www.childrens.com/get-involved/donate)

  41. Dan McMurtrie: Pandemic Investing, Venture Capital, and Frontier Markets (EP.08)

    7 mei 2020 · 1 uur 22 min

    Afspelen
    In this episode of Infinite Loops we spoke with Dan McMurtrie, Founder & CEO of Tyro Partners, and Partner at Anchorless Bangladesh. In this in-depth discussion, we cover: Lees meer

    Disastrous double dates

    Navigating uncertain markets in a COVID-19 world

    Succumbing to behavioral biases in volatile times

    The investment opportunity in frontier markets

    Companies that Anchorless is working within Bangladesh

    The future of asset management

    You can follow Dan on Twitter( https://twitter.com/SuperMugatu ), and learn more about Anchorless here (https://www.anchorless.vc/)

  42. Chris Arnade: Seeking Respect in Backrow America (EP.07)

    1 mei 2020 · 47 min

    Afspelen
    In this episode of Infinite Loops, we spoke with Chris Arnade, author of the bestselling book Dignity: Seeking Respect in Backrow America. Lees meer

    We discussed:

    Why Chris left Wall Street to document 'back row America'.

    How Wall Street has changed over the years

    Why Chris's work triggers certain crowds of people

    The importance of McDonald's to American communities

    The lessons he's learned from traveling around America's lower-income communities.

    And more…

    If you'd like to order Chris' book, you can find it here: https://www.amazon.com/Dignity-Seeking-Respect-Back-America/dp/0525534733

  43. Morgan Housel – The Psychology of Money (EP.06)

    23 april 2020 · 47 min

    Afspelen
    In this episode of Infinite Loops we spoke with Morgan Housel, a Partner at the Collaborative Fund. Our conversation covered: Lees meer

    The content of Morgan's upcoming book

    Whether money is the 'last taboo'

    Money as a hierarchal system

    What shapes the role of money in different societies

    Investor psychology and self-inflicted problems

    If you'd like to pre-order Morgan's book, you can find more information here: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

  44. Michael Green: Evolving Market Structures and COVID-19 (EP.05)

    9 april 2020 · 1 uur 22 min

    Afspelen
    In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered: Lees meer

    The passive narrative, and its impact on market structure.

    Vanguard and Blackrock's lobbying efforts.

    Target Date Funds and their increasing dominance.

    COVID-19 and the government's response.

    The power of language.

    Michael's recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)

    And much more. You can find Michael's paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics

  45. Liz Hall - An Outsider's Perspective (EP.04)

    26 maart 2020 · 49 min

    Afspelen
    Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her 'hot takes' in finance. In this episode, we discuss: Lees meer

    Her unique background and introduction to investing.

    The power of narrative and emotion in investing.

    The importance of dispassionate analysis.

    Capital allocation.

    And much more. You can find Liz's super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20

  46. Madelaine D'Angelo - Quantifying the Art Market (EP.03)

    12 maart 2020 · 53 min

    Afspelen
    Our guest this week is Madelaine D'Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss: Lees meer

    Value & Momentum factors in the art market.

    Arthena's models.

    The problems with repeat sales data.

    Portfolio construction and exit strategy.

    The nuances of investing in art assets.

    Biggest misconceptions about art investing.

    For more information, check out https://arthena.com/ .

  47. Jim Chanos – Financial Frauds and Manias: Past, Present, Future (EP.02)

    27 februari 2020 · 1 uur 2 min

    Afspelen
    Our guest this week is renowned short-seller Jim Chanos, founder, and president of Kynikos Associates. Over the course of his long and successful career, Jim has publicly bet against companies like Enron, which Barron's deemed the "market call of the decade, if not the past 50 years." While many know him for these famous shorts, fewer know that Jim is also a passionate historian, and is a firm believer in the notion that history can act as a useful guide for investors today. In this wide-ranging conversation, we discuss: Lees meer

    How Jim started his career in finance

    The Mississippi Bubble

    How past financial frauds and manias can be useful for modern investors

    Tesla

    Lessons from the Great Financial Crisis

    Jim's financial history course at Yale and Wisconsin

    Theranos

    And much, much more… we hope you enjoy.

  48. Behind the Curtains: Ramp Capital and Super Mugatu (EP.01)

    25 november 2019 · 1 uur 12 min

    Afspelen

    In this episode, we sit down with two of the most prominent anonymous accounts on Financial Twitter, Ramp Capital and Super Mugatu. Enjoy this wide ranging conversation, and peak behind the curtain of anonymous Twitter.