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Odd Lots – Chris Cole Why Part of the Market Is a Big Bet on Low Volatility Many investors didn’t pay much attention to volatility-based strategies until January when they blew up and brought the market down with them. The rapid spike in volatility in January caused the failure of some prominent short volatility funds, and the damage spilled over into the equity market. Chris Cole of Artemis Capital had been warning about the exact situation that occurred well before it did. electricity nightcore Today, he remains concerned that the indirect short volatility trades in the market could eventually be much more problematic than those direct ones were. In this interview, they talk about the many surprising investment strategies that are indirectly short volatility, and the effect that a rise in volatility could have on them. They also talk about why bonds may not be the hedge they were in 2008 during the next bear market. If you want to understand the role that volatility plays in the market and what it might mean for your investment portfolio, you will learn a lot from this interview.

Standard Deviations – Dan Egan Good Behavior Through Good Design It is widely accepted that our behavior significantly detracts from our investment returns. What is not widely accepted, though, is what to do about it. Much of the debate about behavior in investing tends to get bogged down with complicated theories and academic terms. This podcast is unique in that it avoids all of that and instead focuses on actual real-world solutions. It features Dan Egan, who is the Director of Behavioral Finance and Investments at Betterment, and is on the front lines of implementing solutions to behavioral problems for investors. They discuss why having faith in your investment strategy is so important, how making pain a virtue can increase the odds investors will stick with their investment strategy, and why thinking one step ahead can improve decision making. It is easy to say that you will improve your investing behavior. It is much harder to do it. This podcast will help educate you on how to change that.

i3 Institute Podcast – Rob Arnott Interview with Rob Arnott Any short list of the greatest quantitative investors of all time would have to include Rob Arnott. grade 6 electricity experiments The strategies developed by his firm Research Affiliates are currently used in the management of almost $200 billion in assets. This podcast is one of the best I have heard on quantitative investing. They tackle some of the most difficult debates in quant, including whether it is possible to enhance returns with factor timing and the balance between producing the best long-term returns and being able to stick with a strategy during extended down periods. They also cover a wide range of other quant related topics, including the small-cap premium and why most of it comes from a small number of stocks, why companies with higher dividend payouts actually tend to have higher earnings growth, and the challenges of multi-factor investing when most of the factors are expensive. Being a successful quantitative investor requires a constant process of learning and this podcast has a lot to offer to enhance that process.

Super Investors – Eric Townsend The Intersection Of Distributed Ledger Technology And Global Macro Investing We have featured several podcasts recently that made the bullish case for cryptocurrencies. gas or electricity for heating This podcast is one of the most compelling I have heard that makes the counterargument. Eric Townsend is a hedge fund manager and the host of the popular MacroVoices podcast. His new book Beyond Blockchain makes the case that distributed ledger technology will be world changing, but it won’t be the current batch of cryptocurrencies that will benefit. In this interview, they discuss why governments and central banks are likely to use the technology to create their own digital currencies and why those currencies are likely to be the ultimate winners given the power these entities have. This could result in the technology ultimately giving them more power, not less. They also talk about why proof of work will likely be superseded by a superior, more efficient technology with less limitations. Even if you are a Bitcoin believer, it is important to understand both sides of the argument. This podcast explains why things may play out differently than the bulls think.

Trillions – Chris Hempstead The Unsung Role of an ETF Market Maker Most investors are using ETFs in some capacity in their portfolios, but very few understand how they actually work. The behind the scenes system that allows ETFs to trade very closely to the value of their holdings is one of the most interesting things about them. gas mask bong nfl Underneath the surface, market makers are constantly pricing the securities in each ETFs portfolio to determine its value and to set a fair price for investors to buy and sell the ETF, and are creating and redeeming shares of the ETF in response to investor demand. The process runs so smoothly that investors rarely notice, but it is essential to making the product function. The interview takes an in depth look at this process with Chris Hempstead of Deutsche Bank. They discuss how ETFs work and how market makers match buyers and sellers to keep the market running smoothly. If you have used ETFs, but want to learn more about what goes on behind the scenes, you will enjoy this discussion.

Odd Lots – Angus Champion de Crespigny Why Blockchain May Never Benefit Corporations The most common evaluation you hear from investors who have looked at cryptocurrencies is that they feel the assets themselves are overvalued, but are bullish on the blockchain in general. It is the easiest argument to make. After all, how can you argue against a decentralized, secure system that allows any group of people or entities to transact with each other? Private Blockchains, which allow companies to track things securely amongst themselves are considered particularly beyond reproach. But this potential hasn’t translated into real world uses, and there is reason to believe that potential may not be realized. This podcast makes that case with Angus Champion de Crespigny, who previously advised companies on blockchains, but has now become skeptical of the uses of them. They discuss why companies coordinating amongst themselves and trust are bigger issues than technology and how that limits the future potential for blockchain technology, and how the blockchain can’t fix issues on the data that is sent through it. m gasbuddy If you want to hear the other side of the usual pro blockchain argument, you will find this podcast very interesting.

Off the Chain – Murad Mahmudov The Ultimate Bitcoin Argument Having an intelligent opinion on Bitcoin is a tough thing to do. The technology behind it can be difficult to understand, and the variables that will determine its future success are very difficult to predict. As a result, I have avoided being either bullish or bearish on it and have instead just tried to learn as much as possible. This podcast was very helpful in that learning process as it presented the bullish case for Bitcoin in the most clear and concise way I have seen. 1 unit electricity cost in india They go through all the major reasons Bitcoin could change the world, including why its limited supply could be its most important feature, and why it could be much better than fiat currencies in combatting inflation. They also address the bearish arguments and discuss why the ability to issue new supply via forks may not be the issue many think it will, and why volatility early in its development may not be a bad thing. Whether you are a proponent of Bitcoin and think its headed for huge things, or a detractor and think its worthless, or, like me, you are sitting on the sidelines, learning as much as possible about this new technology is certainly beneficial. This podcast does an excellent job presenting the bullish case.

Trend Following – Howard Marks Howard Marks Howard Marks has done a series of interviews recently to promote his new book about market cycles, and all of them have been really good. This interview is unique, though, in that it is the most focused on the process Howard uses to determine where we are in the market cycle at any given time. Many interviewers have asked Marks to tell them where we are in the cycle, but in many ways that misses the point of the book. The goal of the book is to offer a framework for investors to make that determination for themselves across a variety of points in the cycle. In the interview, they talk about the criteria that can best help identify where we are in the market cycle, why governments may need to be more proactive late in market cycles in the future, and why it is important to read outside your area of expertise. In investment management, process is often more important than outcome and this interview offers an excellent look inside Marks’ process.

The Jolly Swagmen Podcast – Kevin Rudd When The Sky Fell In The 2008 Financial Crisis wreaked havoc throughout the world, sparing almost no one from its effects. gas in texas But several countries were able to weather the storm much better than others and to get through it with only minimal effects. Australia was one of them, as it was one of only three countries to avoid a recession in the aftermath of the crisis. This is an excellent interview with Kevin Rudd, who was the Prime Minister of Australia at the time. They take an all-encompassing look at the crisis, what caused it, and the thought process behind Australia’s policy responses, including Australia’s decision to stand behind its banks when foreign capital dried up, and the role fiscal stimulus paid in avoiding recession. So many mistakes were made leading up to and during the crisis by governments throughout the world, and those errors have been analyzed in every way possible. This podcast offers an opportunity to learn from a country that did things right and avoided many of the problems that affected the world during that period.

Invest Like the Best – Howard Lindzon Fintech and Trend Following With so much data and computing power available these days, a large percentage of investing is done with numbers. Whether it be value or momentum or new AI powered systems, the tendency of many is to remove emotion from the process and let the data guide you. And there is good reason for that because those types of approaches can be very successful. But for those of us who follow these types of systems, it is also important to recognize that investing success can be achieved in many different ways. This podcast is a great example of that. Howard Lindzon is a very successful early stage investor who uses a very unconventional approach that is unique in that it focuses on what is happening now vs. what might in the future. In this episode, they discuss his approach to investing and the diverse set of investments it has led him to. They also talk about what he sees in current trends, what he looks for in founders, and the importance of being a little bit weird. If you want to learn about outside the box thinking, you will find this podcast very valuable.

Capital Allocators – Michael Schwimer Moneyball as an Investment Strategy Many people view professional baseball as a glamorous pursuit where everyone makes millions of dollars. The reality, though, is that only a small portion of players who are signed by professional organizations ever see the major leagues. Most spend their careers in the minors making very low salaries riding buses from city to city in hopes on one day achieving their dream. Michael Schwimer, who spent significant time in the minors himself, saw an opportunity in this to both develop a business and help out some of these prospective major leaguers. Out of that came Big League Advance, which is an investment firm that invests in minor league players in exchange for a percentage of their future earnings. The process of identifying which players to invest in is the topic of this podcast conversation and also involves a very interesting combination of advanced baseball analytics and investing. gaz 67b tamiya 1 35 In the interview, they discuss the metrics that have proven most successful in identifying the best players to invest in, as well as the pitfalls he has run into along the way. If you like sports and investing, this podcast offers a very interesting combination of both.