Explorez tous les épisodes du podcast just THINK about it
| Titre | Date | Durée | |
|---|---|---|---|
| The Business of Global Sports with Peter Hutton | 14 sept. 2024 | 01:00:52 | |
We explore the global sports entertainment and media landscape with titan Peter Hutton. | |||
| Threading the Macro Needle with Darius Dale | 11 sept. 2024 | 01:07:07 | |
A global Wall Street leader in macro risk management, Darius Dale of 42 Macro, charts a data-driven course to successfully navigate the next 12+ months for investors. | |||
| Navigating through the AI / ML Hype with Subha Tatavarti | 07 sept. 2024 | 00:56:36 | |
The former CTO of global India tech behemoth Wipro, Subha Tatavarti, gets down to brass tacks on the reality of AI + ML. | |||
| Connecting the Consumer Dots with Jeff Macke | 19 août 2024 | 01:07:07 | |
Veteran investor Jeff Macke breaks down how he gets ahead of key consumer trends. Join us for an entertaining lesson including highlights on Nike, Lulu, Starbucks and more. | |||
| Banking On It with Charlie Peabody | 06 août 2024 | 00:57:14 | |
Banking expert Charlie Peabody outlines an expected blow-by-blow for the financial sector, while translating the nuances that will have major impacts on your risk assets. | |||
| Are You Power Hungry? | 30 juil. 2024 | 00:59:02 | |
Are You Power Hungry? - A Discussion on US Power Markets & Shifting Dynamics with Veteran Power Trader and Hedge Fund Manager Tom Jens | |||
| Delving into Alzheimer’s Moonshot with Phyllis Ferrell | 17 juil. 2024 | 01:10:16 | |
In our third episode, we tackle the important truths about Alzheimer’s with expert Phyllis Ferrell. What is it? What does the research say about slowing versus curing the disease? How big is this battle? What can we do today? What opportunities exist for investors to address this challenge? | |||
| What Everyone Gets Wrong About Risk Management | 02 juil. 2024 | 01:19:06 | |
In our second episode, we delve into the world of tail risk mitigation with thought leader David Dredge, the CIO for Convex Strategies. Simplifying the complex, David offers insights into a successful process for hedging risk for multi-asset portfolios, the challenges with traditional 60/40 portfolio allocations, and why the modern financial system based on “Sharpe World” needs a complete overhaul. | |||
| What Do the Bulls Believe? | 27 juin 2024 | 01:14:24 | |
In today’s inaugural episode we discuss the premises underlying the ongoing bull market in US equities and where those premises may be shaky with long time market veterans Larry McDonald and Rupert Mitchell. In addition, Larry and Rupert discuss a few of their favorite trades currently and discuss some Emerging Markets plays in India and Brazil. | |||