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2022/05/20
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Gerard O’Reilly, who is co-chief executive officer and chief investment officer at Dimensional Fund Advisors, which has $650 billion in assets under management. O’Reilly is also a director at the firm. Prior to joining Dimensional in 2004, O’Reilly earned a Ph.D. in aeronautics from the California Institute of Technology.  See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/gerard-o-reilly-on-academic-research-and-stocks
#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Open
2022/05/18
Meb Faber
Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion.  In today’s episode, Jan shares the origin story of the firm and its’ tie to gold dating back to the 1960’s. Then he shares his macro framework, criteria for launching a fund, and why the firm has starting getting exposure to venture capital. Next we get into what led him to go down the crypto rabbit hole and launch ETN’s abroad. He shares his big picture thoughts on the crypto ecosystem, his frustrations on how regulators are treating stablecoins, and what his thoughts are on when the Bitcoin ETF will be approved. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out h
https://mebfaber.libsyn.com/416-jan-van-eck-vaneck-thematic-investing-gold-digital-assets-and-financial-history
ReSolve Riffs with Andy Constan about Successful Macro Trading on Liquidity, Flows & Sentiment
Open
2022/05/18
Invest Resolve
This week we had the pleasure of speaking with Andy Constan (CEO / CIO at Damped Spring Advisors) and prolific member of the FinTwit community under the @dampedspring penname. Our conversation spanned topics including: His long and interesting career in the investment world Starting with equity derivatives and eventually earning his ‘global macro education’ at Bridgewater Associates The constantly evolving challenge of generating alpha Trading and managing portfolios at scale and the importance of liquidity Separating alpha from beta Basis risk vs liquidity risk The broad macro picture vs what is priced in The unique challenges posed by the current environment The front-running of quantitative tightening The daily marking to market of risk premia The weak link between consumer inflation and the Fed’s balance sheet The interplay between the Fed, the Treasury and the bond market Interpreting the messages coming from policymakers The importance of positioning data and rebalancing flows And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.   *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered throug
https://gestaltu.libsyn.com/resolve-riffs-with-andy-constan-about-successful-macro-trading-on-liquidity-flows-sentiment
The Great Resignation Explained by a Quitter
Open
2022/05/17
Dimitri
I quit (resigned) my job for a variety of reasons with one being an ultimatum to comply and leave. After leaving, the stress went away and I could see more clearly the rate race I was struck in beforehand. As I read articles online about the great resignation months before it seemed like people were quitting for more money and nicer teams. There was a casual sprinkling of different benefits like working from home. The real answer to this is that employees want more flexibility! Working from home has been great for many people. If you have kids you also understand the stress of trying to work and watching kids but as the country opens back up, working from home with kids at school or with a sitter seems much more practical. I can multi-task when times are slow and work more hours when times are busy. I can save hours of commuting by just signing up and jumping right into my work. Not to mention if you work in a big city, you can avoid the stressful driving with so many crazy people.With so many people resigning, companies are also competing much harder for talent. Many of them are offering working from home, flexible hours, and better team culture. Those that are resigning need a break from the nose to the grind mentality and many are finding better opportunities with companies who care.Pew Research:https://www.pewresearch.org/fact-tank/2022/03/09/majority-of-workers-who-quit-a-job-in-2021-cite-low-pay-no-opportunities-for-advancement-feeling-disrespected/Harvard Business Revi
https://www.buzzsprout.com/803279/10560926-the-great-resignation-explained-by-a-quitter.mp3
#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Open
2022/05/16
Meb Faber
Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare Solutions. In today’s episode, we talk with someone who’s made over 1,400 investments – yes, you heard that right. Sajid shares his journey of breaking into the VC world and then dives in to what he’s excited about today. He touches on areas like Africa, India, Nigeria, Pakistan, and Bangladesh, and explains what makes each place unique. Then he explains why he’s bullish on fintech, logistics, and edtech, and shares some of his investments he’s excited about today. As we wind down, Sajid shares why he’s especially bullish on Web3 companies coming out of India. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/sajid-rahman
Learning from data to create personalized experiences with Matt Swalley from Omneky (Ep. 197)
Open
2022/05/16
In this episode I speak with Matt Swalley, Chief Business Officer of Omneky, an AI platform that generates, analyzes and optimizes personalized ad creatives at scale. We speak about the way AI is used for generating customized recommendation and creating experiences with data aggregation and analytics. And yes! respecting the privacy of individuals.   Links Grow your business with personalized ads https://www.omneky.com/ Data Science at Home Podcast (Live) https://www.twitch.tv/datascienceathome
https://datascienceathome.podbean.com/e/learning-from-data-to-create-personalized-experiences-ep-197/
Polarizing Trends in the Gig Economy
Open
2022/05/16
Data Skeptic
On the show today, Fabian Braesemann, a research fellow at the University of Oxford, joins us to discuss his study analyzing the gig economy. He revealed the trends he discovered since remote work became mainstream, the factors causing spatial polarization and some downsides of the gig economy. Listen to learn what he found.
https://dataskeptic.com/blog/episodes/2022/polarizing-trends-in-the-gig-economy
Boaz Weinstein on Credit Investments
Open
2022/05/13
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Boaz Weinstein, who is founder and chief investment officer of Saba Captal Management. Prior to launching Saba as an independent firm in 2009, Weinstein was co-head of global credit trading at Deutsche Bank, where he founded Saba Principal Strategies as a proprietary trading group in 1998. Weinstein first came to public notice as the fund manager on the other side of the derivatives trade from the London Whale, which ultimately cost JPMorgan Chase & Co. losses of at least $6.2 billion in 2012.  See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/boaz-weinstein-on-credit-investments
#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Open
2022/05/13
Meb Faber
Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career. In today’s episode, we’re talking all things Coinbase! Tim was previously the interim CFO for Coinbase so we thought it’d be fun to hear from him about the investment case of the company. We talk about the business model, regulations, security, revenue streams, and the whether or not the company will face margin compression going forward. As we wind down, we spend some time talking about Tim’s role at Crexi and the potential for blockchain technology to disrupt the commercial real estate industry.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/tim-laehy
Alex Lipton
Open
2022/05/13
Quantcast
Lipton on automated FX market-making and the perils of stablecoins
https://soundcloud.com/user-393208363/alex-lipton-12052022
Remote Learning in Applied Engineering
Open
2022/05/12
Data Skeptic
On the show today, we interview Mouhamed Abdulla, a professor of Electrical Engineering at Sheridan Institute of Technology. Mouhamed joins us to discuss his study on remote teaching and learning in applied engineering. He discusses how he embraced the new approach after the pandemic, the challenges he faced and how he tackled them. Listen to find out more.
https://dataskeptic.com/blog/episodes/2022/remote-learning-in-applied-engineering
Jennifer Castle
Open
2022/05/12
Pierre Pinson
Jennifer Castle is an Economics Fellow at Magdalen College, Oxford University and a research fellow at Climate Econometrics, Oxford University.Jennifer talks about economic forecasting models and the role of structural breaks (e.g., Covid pandemic) in forecasting. We also discuss climate change and how it can be forecasted using econometric tools and scenario analysis.Jennifer recommends two books Fortune Tellers by Walter Friedman and The Undercover Economist by Tim Harford, and one paper-book chapter, 'Towards a Theory of Economic Forecasting', In Hargreaves, C. (Ed.) (1994), Non-stationary Time-series Analysis and Cointegration, with M.P. Clements.
https://www.buzzsprout.com/1641538/10605018-jennifer-castle.mp3
The People Data Labs Episode
Open
2022/05/12
In this episode I speak to Ben Eisenberg of People Data Labs, the provider of B2B and professional data.In our conversation, Ben and I discuss PDL’s evolution and what can be achieved with records covering 1 billion individuals.In other news, I will be moderating a panel at the Beryl Elites conference in New York on June 20-21. I hope to see some familiar faces there. https://berylelites.com/4th-annual See acast.com/privacy for privacy and opt-out information.
https://berylelites.com/4th-annual
#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Open
2022/05/11
Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career. In today’s episode, we’re talking all things Coinbase! Tim was previously the interim CFO for Coinbase so we thought it’d be fun to hear from him about the investment case of the company. We talk about the business model, regulations, security, revenue streams, and the whether or not the company will face margin compression going forward. As we wind down, we spend some time talking about Tim’s role at Crexi and the potential for blockchain technology to disrupt the commercial real estate industry.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/tim-laehy
ReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market Implications
Open
2022/05/11
Invest Resolve
Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including: His early life in France - expectations for public service but ‘saved’ by a scholarship to study abroad Bitten by the ‘quantitative bug’ from the very start of his career How his macro framework evolved Inflection points in the mega trends that have endured for the last 40 years Concerns with inflation pre-date the pandemic How COVID ‘shrank’ time Sample of one – why Japanese stagnation should not be extrapolated as the path for other countries The demographic collapse in East Asia Views on MMT – analytical tool more than policy framework The ‘incestuous’ relationship between central banks and their governments’ treasuries – from the left pocket to the right The ‘fairy tale land’ of the Fed’s economic projections Inflation as the last painful path to ‘clean up’ excess debt in the system US, Europe, China, and Japan – immigration dynamics and long-term prosperity Analogues with the post-WW2 and 1970s inflationary periods and why this time is likely different The risk that inflation continues to accelerate – the expectation channel The ‘kink’ in the Eurodollar curve Are there viable alternatives to the US dollar? How investors should rethink and broaden their asset allocation approach And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to
https://gestaltu.libsyn.com/resolve-riffs-with-vincent-deluard-on-the-historical-trajectory-of-inflation-and-market-implications
Fundamental Quant CEO Milind Sharma
Open
2022/05/10
Dimitri
Milind Sharma is the QuantZ / QMIT CEO with a deep background in quantamental investing. His experience started with a solid education from Carnegie Mellon with the Milind Sharma is the QuantZ / QMIT CEO with a deep background in quantamental investing. His experience started with a solid education from Carnegie Mellon with the MS in Computational Finance program back in 1995 when the program was just starting. On top of that he build a great career around quantitative finance running trading teams at some of the largest global banks. Today we discuss his background, quantamental finance, and QWAFAxNew.Milind Sharma:https://www.linkedin.com/in/milind-s-0879b4/QuantZ:http://www.quantzcap.com/index.htmQWAFAxNew:https://qwafaxnew.org/YouTube Version:https://youtu.be/5_sulCeAv2sWebsite:https://www.FancyQuantNation.comQuant t-shirts, mugs, and hoodies:https://www.teespring.com/stores/fancy-quantConnect with me:https://www.linkedin.com/in/dimitri-biancohttps://twitter.com/DimitriBianco Show Your Support and Buy Me a Coffee https://ko-fi.com/fancyquantSupport the show
https://www.buzzsprout.com/803279/10580231-fundamental-quant-ceo-milind-sharma.mp3
#413 – Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Open
2022/05/09
Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. In today’s episode, Antti provides a blueprint for investors as decades of tailwinds are turning into headwinds. He highlights timeless investment practices and what the empirical evidence says about things major asset class premia, illiquidity premia and style premia. He shares his thoughts on home country bias, the value / growth spread today, and what he thinks about diversifiers like trend following. One theme throughout the episode is Antti’s advice to endorse humility in tactical forecasting and through diversification. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/antii
Remote Productivity
Open
2022/05/09
Data Skeptic
It is difficult to estimate the effect on remote working across the board. Darja Šmite, who speaks with us today, is a professor of Software Engineering at the Blekinge Institute of Technology. In her recently published paper, she analyzed data on several companies' activities before and after remote working became prevalent. She discussed the results found, why they were and some subtle drawbacks of remote working. Check it out!
https://dataskeptic.com/blog/episodes/2022/remote-productivity
#364: Symbolic Math with Python using SymPy
Open
2022/05/07
Michael Kennedy
We're all familiar with the data science tools like numpy, pandas, and others. These are numerical tools working with floating point numbers, often to represent real-world systems. But what if you exactly specify the equations, symbolically like many of us did back in Calculus and Differential Equations courses? With SymPy, you can do exactly that. Create equations, integrate, differentiate, and solve them. Then you can convert those solutions into Python (or even C++ and Fortran code). We're here with two of the core maintainer: Ondřej Čertík and Aaron Meurer to learn all about SymPy. Links from the show Ondrej Certik: @OndrejCertik Aaron Meurer: @asmeurer SymPy: sympy.org SymPy Docs: docs.sympy.org/dev Tutorials: docs.sympy.org The SymPy/HackerRank DMCA Incident: asmeurer.com SymEngine: github.com SymPy Gamma: gamma.sympy.org Sovled derivative problem - wait for derivative steps to appear: gamma.sympy.org Github Takedown Repo: github.com e: The Story of a Number book: amazon.com Watch this episode on YouTube: youtube.com Episode transcripts: talkpython.fm --- Stay in touch with us --- Subscribe on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors Microsoft Sentry Error Monitoring, Code TALKPYTHON AssemblyAI Talk Python Training
https://talkpython.fm/episodes/show/364/symbolic-math-with-python-using-sympy
Alex Gurevich on Global Macro Investing Strategies
Open
2022/05/06
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Alex Gurevich, the founder and chief investment officer of San Francisco-based global macro investment firm HonTe Advisors. Gurevich, who has more than 20 years of trading experience, formerly ran global macro at J.P. Morgan; he earned his Ph.D. in mathematics from the University of Chicago. His most recent book, "The Trades of March 2020: A Shield against Uncertainty," was published in paperback this year. See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/alex-gurevich-on-global-macro-investing-strategi-1
#412 – Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal
Open
2022/05/06
Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover: The Idea Farm is now free!!! YTD stock & bond returns Trend-following as a diversifier for 60/40 portfolios Inflation and rising food prices ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/radio-show-1
Creator Economy: Kickstarting Your Community with Sahil Bloom
Open
2022/05/05
Jump Capital
In the latest episode of The Jump Off Point, successful investor, entrepreneur, and creator, Sahil Bloom, sits down with Jump Capital's Saaya Nath to explore the processes that can kickstart a creators’ career, including relentlessly and consistently producing high-quality content and building an engaged, active, loyal community across various channels.
https://podcast.jumpcap.com/public/88/The-Jump-Off-Point-8c500774/5e86110b
Episode #83: Martin Schmid Designing Algo's to Beat the Market
Open
2022/05/05
Market Maker
PHD in algorithmic game theory. CEO & Co-Founder of EquiLibre Technologies- a company that is using game theory and reinforcement learning to build the next generation of algorithmic trading. Previously Senior Research Scientist at DeepMind and Research Scientist at IBM Watson. Co-author of DeepStack (the first program to beat professional players in no-limit Texas hold’em). Confessions of a Market Maker present Martin Schmid--------------------------------------------------------------------------------------------- If you'd like to join JJ, Ray & a supportive community of traders, join them at microefutures.com
https://rss.com/podcasts/confessionsmm/477178
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
Open
2022/05/05
CFA Society
Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing. Eduardo is responsible for directing the research, design and implementation of investment strategies, providing oversight of the investment team and the firm’s marketing initiatives and interacting with clients. He is former co-Chief Executive Officer and co-Chief Investment Officer of Dimensional Fund Advisors and holds a doctorate in Aeronautics from the California Institute of Technology, a Master of Science degree in Engineering from Brown University, Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. In todays episode, we will discuss Eduardo’s journey from engineering to finance, the influence of great mentors, how to think about market prices, building investment solutions, and advice for young professionals. Our local co-hosts today are Steve Curley, CFA, and Frank Garcia, CFA, both of which are board members of CFA Orlando. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
https://cfasocietyorlando.libsyn.com/eduardo-repetto-from-aeronautics-to-avantis-the-benefits-of-various-investment-vehicles-and-doing-what-you-love
#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3
Open
2022/05/04
Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. In today’s episode, we’re talking about two topics that are important for investors to understand in 2022 – intangibles and innovation. Kai shares how he uses machine learning to track things like brand equity, human capital, network effects, and IP to measure the intangible value of each firm (and how he implements this through his ETF, ITAN). Then he shares why his research leads him to believe value is not dead.    Finally, we talk about his most recent paper about investing in innovation, a popular investment theme that’s under scrutiny as of late.  Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Che
https://mebfaber.libsyn.com/411-kai-wu-sparkline-capital-investing-in-innovation-intangible-value-web3
Careers in Motion (Season 5 Intro)
Open
2022/05/03
Dimitri
"Careers in Motion" is the fifth season of the podcast, "Talking Tuesdays with Fancy Quant." In this season I will talk a lot about career development as well as some issues going on in the finance industry. I will have a guest or two as usual and we'll talk about their careers and career advice.The career advice will specifically be on quant finance however it is typically applicable to other careers such as data science, tech, and finance. Show Your Support and Buy Me a Coffee https://ko-fi.com/fancyquantSupport the show (https://ko-fi.com/fancyquant)
https://www.buzzsprout.com/803279/10543868-careers-in-motion-season-5-intro.mp3
ReSolve Riffs with Meb Faber
Open
2022/05/02
Invest Resolve
It had been a while since we riffed with our good friend Meb Faber (co-founder and the Chief Investment Officer of Cambria Investment Management), and as always, he didn’t disappoint. Our thought-provoking conversation covered topics such as: Meb’s big announcement – his Idea Farm, which curates investment content from a wide variety of sources, is now free Recent equity market dynamics and the pain that historically comes with inflation Why dogmatism and inflexibility are two of the worst traits for investors Never allowing your ideas to become part of your identity Diversification and ensembles are the right way forward, but most investors can’t follow because they are secretly gamblers at heart Marc Faber is not Meb’s dad Chasing the hot hand is rarely a winning investment strategy for the long run The irresistible allure of lottery-ticket stocks vs the Law of Large Numbers The incredible round-trip by ARK ETFs and a following that resembles a religion Every investment makes you richer or wiser, but never both The power of compounding and the most unbelievable investment statistic you’ll ever hear Most professional investors have a process for what they buy, but no process for what they sell The right time horizon to evaluate a strategy is MUCH longer than most investors can stick with if it doesn’t outperform from the start And much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by
https://gestaltu.libsyn.com/resolve-riffs-with-meb-faber-the-dude-abides
Does Remote Learning Work?
Open
2022/05/01
We explore this complex question in two interviews today.  First, Kasey Wagoner describes 3 approaches to remote lab sessions and an analysis of which was the most instrumental to students.  Second, Tahiya Chowdhury shares insights about the specific features of video-conferencing platforms that are lacking in comparison to in-person learning.
https://dataskeptic.com/blog/episodes/2022/does-remote-learning-work
Michael Lewis on His Journey to Wall Street
Open
2022/04/29
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with author Michael Lewis, whose books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He is also a Bloomberg Opinion columnist and hosts the podcast “Against the Rules.” See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/042922-mib-podcast-michael-lewis
#363: Python for .NET and C# developers
Open
2022/04/28
Michael Kennedy
Are you coming to Python from another language and ecosystem? It can seem a bit daunting at first. But Python is very welcoming and has a massive array of tools and libraries. In this episode, I speak to my friend Cecil Philip who does both Python and .NET development. We discuss what it's like coming to Python from .NET as well as a whole bunch of compare and contrasts across the two ecosystems. Links from the show Cecil on Twitter: @cecilphillip Los Alamos Space Division Job: talkpython.fm/losalamos Stripe: stripe.com Python: python.org .NET/C#: dotnet.microsoft.com C#'s async/await: docs.microsoft.com Entity Framework: docs.microsoft.com Python's Packaging Ecosystem: pypi.org .NET's Packaging Ecosystem: nuget.org VS Code: code.visualstudio.com C# Lang Repo: github.com Blazor web framework: dotnet.microsoft.com Watch this episode on YouTube: youtube.com Episode transcripts: talkpython.fm --- Stay in touch with us --- Subscribe on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors CAST AI AssemblyAI Talk Python Training
https://talkpython.fm/episodes/show/363/python-for-.net-and-c-developers
#410 – Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition
Open
2022/04/27
Today’s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. In today’s episode, we touch on a lot. Chris shares why the best investors are those who can pivot, why a good business doesn’t equate to a good stock, and what lessons he learned from buy and sell decisions he’s made over the years. Then we dive into his thoughts on Berkshire and Warren Buffett to get you prepared for the annual meeting this weekend. He shares his expectations for the company and stock moving forward and why he believes Berkshire is well positioned for the energy transition we’re experiencing today. And don’t think we could get through the episode without touching on some of Chris’ “Twitter Audits” from the past few years. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by MUD\WTR. MUD/WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at mudwtr.com/meb and use code FABER for 15% off. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 
https://mebfaber.libsyn.com/chris-bloomstran
#409 – Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies
Open
2022/04/26
Today’s guest is Ben Rollert, co-founder & CEO of Composer, a platform for investing in and building quantitative investment strategies for free in an easy to use, no-code solution. In today’s episode, Ben shares what led him to start a new company in the midst of COVID mania in April 2020. He shares an overview of Composer and the different trading strategies they give you access to, including ones by the likes of Swensen, Dalio, Buffet, Markowitz, and yes, even me. We touch on how ease of mixing and matching some of these strategies, who the early users have been, and what future expansion into things like crypto and options may look like.  As we wind down, we talk about his fundraising journey and what it was like to get investments from firms like First Round, Not Boring, Basecamp and Draft Ventures. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/409-mebs-corner-ben-rollert-composer-democratizing-access-to-quantitativeinvestment-strategies
ReSolve Riffs with Kris Abdelmessih on Exploring Life Under the (Option) Surface
Open
2022/04/26
Invest Resolve
We were joined this week by Kris Abdelmessih, who spent most of his career as an options trader and now writes about the relationship between money, work and creativity in the Moontower blog and weekly newsletter. Our conversation covered topics that included: Becoming a derivatives and options trader straight out of college Defining the difference between trading and investing Identifying alpha – understanding your edge and capitalizing on it The business of trading Not just surviving but thriving during the Dotcom Crash Learning under the wings of Reggie Brown The high natural rate of attrition in options trading A portable skillset – from derivatives to the underlying The highly disruptive period of the early 2000s The trading pit as the home to misfits and ‘X-men’ Speed as a quintessential skill How the ‘shale boom’ compressed volatility in natural gas Trading can be defined as ‘seeing the present clearly’ Joining FinTwit to learn about the broader investment landscape And much more   This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.   *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the Na
https://gestaltu.libsyn.com/resolve-riffs-with-kris-abdelmessih-on-exploring-life-under-the-option-surface
#409 – Meb’s Corner – Ben Rollert, Composer – Democratizing Access To Quantitative Investment Strategies
Open
2022/04/25
Today’s guest is Ben Rollert, co-founder & CEO of Composer, a platform for investing in and building quantitative investment strategies for free in an easy to use, no-code solution. In today’s episode, Ben shares what led him to start a new company in the midst of COVID mania in April 2020. He shares an overview of Composer and the different trading strategies they give you access to, including ones by the likes of Swensen, Dalio, Buffet, Markowitz, and yes, even me. We touch on how ease of mixing and matching some of these strategies, who the early users have been, and what future expansion into things like crypto and options may look like.  As we wind down, we talk about his fundraising journey and what it was like to get investments from firms like First Round, Not Boring, Basecamp and Draft Ventures. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
https://mebfaber.libsyn.com/409-mebs-corner-ben-rollert-composer-democratizing-access-to-quantitativeinvestment-strategies
Covid-19 Impact on Bicycle Usage
Open
2022/04/25
Data Skeptic
In this episode, we speak with Abdullah Kurkcu, a Lead Traffic Modeler. Abdullah joins us to discuss his recent study on the effect of COVID-19 on bicycle usage in the US. He walks us through the data gathering process, data preprocessing, feature engineering, and model building. Abdullah also disclosed his results and key takeaways from the study. Listen to find out more.  Click here for additional show notes on our website. Thanks to our sponsor!Astrato is a modern BI and analytics platform built for the Snowflake  Data Cloud. A next-generation live query data visualization and analytics solution, empowering everyone to make live data decisions.
https://dataskeptic.com/blog/episodes/2022/covid-19-impact-on-bicycle-usage
Learning Digital Fabrication Remotely
Open
2022/04/22
Today, we are joined by Jennifer Jacobs and Nadya Peek, who discuss their experience in teaching remote classes for a course that is largely hands-on. The discussion was focused on digital fabrication, why it is important, the prospect for the future, the challenges with remote lectures, and everything in between. Click here for additional show notes on our website! Thanks to our sponsor! https://neptune.ai/ Log, store, query, display, organize, and compare all your model metadata in a single place
https://dataskeptic.com/blog/episodes/2022/learning-digital-fabrication-remotely
Mark Jenkins on Leveraged Finance and Pension Plans
Open
2022/04/21
Bloomberg
Bloomberg Opinion host Barry Ritholtz speaks with Mark Jenkins, who is head of global credit at the investment firm The Carlyle Group. Carlyle has more than $300 billion of assets under management; its global credit platform manages over $73 billion. Jenkins is also a managing director and member of Carlyle's leadership team. He previously worked at CPPIB, Barclays Capital and Goldman Sachs. See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/mark-jenkins-on-leveraged-finance-and-pension-plan
Swing Trading
Open
2022/04/21
Patrick J Zoro
Patrick has a quant discussion with Rekhit Pachanekar on Swing Trading. Rekhit is a quant researcher at Quantinsti and creating courses in the field of algo trading and machine learning. He is the co-author of the "Machine Learning for Trading" book which is available on Amazon as well.
https://soundcloud.com/patrick-nettlebay/swing-trading
Chris Arnade: Dignity: Seeking Respect in Back Row America
Open
2022/04/21
CFA Society
Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first quants on Wall Street and spent 20 years as a trader before becoming disenchanted in finance’s role in the 2008 Great Financial Crisis, leading him to walk through the South Bronx and all over areas of the country that he describes as “left behind.”   Chris has a way of putting the current bipolarization in the US into words as well as anyone I’ve come across. We talk about our country’s focus on quantifiable things like GDP and efficiency and lack of focus on intangible things like community, connection and religion. We also touch on the role of McDonald’s in the country, why you may need to change what you think of McDonald’s, and what he thinks is behind the mistrust of authority and others.     Our local co-hosts today are Chris Cannon, CFA, and Colby Donovan, both of which are board members of CFA Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL Resources: Evicted: Poverty and Profit in the American City Paperback by Matthew Desmond Walking America: Orlando by Chris Arnade
https://cfasocietyorlando.libsyn.com/chris-arnade-dignity-seeking-respect-in-back-row-america
#408 – Neil Dahlstrom, John Deere – Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture
Open
2022/04/20
Today’s guest is Neil Dahlstrom, the archivist and historian for John Deere and author of Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture. In today’s episode, business wars hits the farm! Neil’s book is a case study on the evolution of the tractor industry and it’s importance during a time the world was experiencing a global plague, World War & food shortages.  We touch on all the major players, including a young Henry Ford. We even walk through he different strategies each company took around pricing and distribution.    As we wind down, we touch on the future of the industry with things like autonomous tractors and drone technology. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information on how to become a farmland investor through their platform, please visit acretrader.com/meb.
https://mebfaber.libsyn.com/408-neil-dahlstrom-john-deere-tractor-wars-john-deere-henry-ford-international-harvester-and-the-birth-of-modern-agriculture
#362: Hypermodern Python Projects
Open
2022/04/20
Michael Kennedy
What would a modern Python project look like? Maybe it would use Poetry rather than pip directly for its package management. Perhaps its test automation would be controlled with Nox. You might automate its release notes with Release Drafter. The list goes on and on. And that list is the topic of this episode. Join me and Claudio Jolowicz as we discuss his Hypermodern Python project and template. Links from the show Claudio on Twitter: @cjolowicz Hypermodern Python Article: cjolowicz.github.io Hypermodern Python Project: github.com Features: github.com Nox: github.com PEP 594: peps.python.org Music by Claudio: claudiojolowicz.com Watch this episode on YouTube: youtube.com Episode transcripts: talkpython.fm --- Stay in touch with us --- Subscribe on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors Microsoft RedHat Talk Python Training
https://talkpython.fm/episodes/show/362/hypermodern-python-projects
Tech vs FinTech vs Risk Quant
Open
2022/04/19
Dimitri
As my journey unfolds I am at a cross road of firms in tech, fintech, and banking (risk quant). All of the opportunities have their pros and cons however making this decision is really challenging. Should I leave banking for another industry? Will the other industries have the rigor of banking? Maybe I can bring an academic rigor that would would really help these firms grow? Or maybe I am delusional and these firms just want to make models over and over again.Tech is very free and exploration is encouraged. Working remote full time is a real option and the name of a FAANG might really boost my resume. The skills in both tech and fintech are similar enough to quant finance that I could make a great contribution while learning new skills or enhancing ones I don't get to use as often as a quant. The fintech offer is local and it would be nice to meet real people face to face. Free lunches and snacks would be a great perk as well as working with nice and motivated people.I am still trying to figure out what would really make me happy. I know that sounds cliché however why spend your life working on something that you don't find meaningful.Future updates will be released as they unfold. Show Your Support and Buy Me a Coffee https://ko-fi.com/fancyquantSupport the show (https://ko-fi.com/fancyquant)
https://www.buzzsprout.com/803279/10428104-tech-vs-fintech-vs-risk-quant.mp3
Remote Software Development
Open
2022/04/18
Data Skeptic
Today, we are joined by Danae Ford, a Senior Researcher at Microsoft Research and an Affiliate Assistant Professor at the University of Washington. Danae discusses her work around remote work and its culminating impact on workers. She narrowed down her research to how COVID-19 has affected the working system of software engineers and the emerging challenges it brings. Click here to access additional show notes on our website! Thanks to our sponsor!  Weights & Biases : The developer-first MLOps platform. Build better models faster with experiment tracking, dataset versioning, and model management.
https://dataskeptic.com/blog/episodes/2022/remote-software-development
#361: Pangeo Data Ecosystem
Open
2022/04/16
Michael Kennedy
Python's place is climate research is an important one. In this episode, you'll meet Joe Hamman and Ryan Abernathy, two researchers using powerful cloud computing systems and Python to understand how the world around us is changing. They are both involved in the Pangeo project which brings a great set of tools for scaling complex compute with Python. Links from the show Ryan Abernathey: @rabernat Joe Hamman: @HammanHydro Pangeo.: pangeo.io xarray: xarray.dev Pangeo Forge: pangeo-forge.org fsspec: filesystem-spec.readthedocs.io Step-by-Step Guide to Building a Big Data Portal: medium.com Coiled: coiled.io Pangeo Gallery: gallery.pangeo.io Pangeo Quickstart: pangeo.io JupyterLite: jupyterlite.readthedocs.io Jupyter: jupyter.org Pangeo Packages: pangeo.io Pangeo Discourse: discourse.pangeo.io Watch this episode on YouTube: youtube.com --- Stay in touch with us --- Subscribe on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors SignalWire Sentry Error Monitoring, Code TALKPYTHON Talk Python Training
https://talkpython.fm/episodes/show/361/pangeo-data-ecosystem
ReSolve Riffs with Rohan Grey on #Inflation, #MMT, #MintTheCoin and #CBDCs
Open
2022/04/15
Invest Resolve
Our guest this week was Rohan Grey, assistant professor at Willamette University College of Law where he teaches Contracts, Business Associations and Securities Regulation. Rohan is also a prominent advocate of Modern Monetary Theory (MMT) and has also recently been involved in drafting regulations in the digital asset and currency space. Our wide ranging conversation took us through historical periods, current policy debates, and included: Why laws have historically been ‘kind to the rich’ and ‘just to the poor’ The notion of ‘legal realism’ The fog of legal liability risks MMT vs Classical Economics Defining money from the MMT vantage point Personifying ‘the taxpayer’ Private credit vs official money Why the US actually left the gold standard in the 1930s and not the 1970s The greenback and the paper money movement Currencies backed by precious metals and ‘Schrodinger’s Gold’ Governments have monopoly over the use of force, but not the creation of money The policy paradigm shift precipitated by the pandemic MMT is not just about deficit spending, and other major policy components Unemployment as a policy choice Biden’s “whatever it takes” moment Neoclassical monetary tightening and the ‘shadow of Volcker’ E-Cash, CBDCs and policy frameworks for the digital realm Central Bank vs Treasury – who should have sovereignty over the currency Why it can be wrong to be right too soon And much, much more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate th
https://gestaltu.libsyn.com/resolve-riffs-with-rohan-grey-on-inflation-mmt-mintthecoin-and-cbdcs
Episode 251: Nasdaq’s Dague on exchange cloud strategy
Open
2022/04/15
WatersTechnology
Bill Dauge, head of alternative data at Nasdaq, joins Tony on the podcast this week. They talk about Nasdaq’s partnership with AWS and what it entails, and the trends that are driving this. 4:30 – Bill joins the podcast and gives an overview of his role at Nasdaq. 7:30 – He goes into Nasdaq’s partnership with AWS and the exchange’s overall cloud strategy. 9:30 – Bill outlines the journey to becoming a fully cloud-native exchange and the current challenges, such as speed and security. 15:00 – They assess the cloud landscape and scalability. 18:30 – There is another layer coming: data as a product. 21:00 – The next shift is data delivery mechanism, better query interfaces, tools, and dashboards. 25:00 – Bill addresses the main challenges in deploying cloud infrastructure at scale.
https://soundcloud.com/waterstechnology/episode-251-nasdaqs-dague-on-exchange-cloud-strategy
Luana Lopes Lara on Kalshi’s CFTC Approval Journey
Open
2022/04/14
Bloomberg
Bloomberg Radio host Barry Ritholtz speaks with Luana Lopes Lara, who is the co-founder of KalshiEX LLC. Kalshi has developed an asset class – “event contracts” – and a financial exchange for trading on the outcome of events. After receiving approval from Commodity Futures Trading Commission (CFTC), it became the first regulated financial exchange dedicated to trading event contracts. See omnystudio.com/listener for privacy information.
https://omny.fm/shows/masters-in-business/luana-lopes-lara-on-kalshi-s-cftc-approval-journey
#407 – Marc Chaikin, Chaikin Analytics – A Quantamental Approach To Investing
Open
2022/04/13
Today’s guest is Marc Chaikin, a 50-year Wall Street veteran and the founder of Chaikin Analytics.  In today’s episode, we start by discussing Marc’s early career and what led him to have an approach today that combines both fundamentals and technicals. We hear about some of the 20 factors that make up his model and how it urged him to buy Overstock and Wayfair early in the pandemic.  Then, Marc walks us through what industries he’s bullish on today, including energy, financials, and aerospace and defense. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list.
https://mebfaber.libsyn.com/407-marc-chaikin-chaikin-analytics-a-quantamental-approach-to-investing
Antti Ilmanen on his new book “Investing Amid Low Expected Returns”
Open
2022/04/13
Invest Resolve
Dr. Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management joins ReSolve Global CIO Adam Butler to discuss the core themes from Antti’s new book, “Investing Amid Low Expected Returns.” In this 100 minute conversation we explore the following themes at length: The pros and cons of several models for forecasting stock returns The role of bonds in portfolios when yields are low. How to measure and optimize the credit risk premium The sources of return for commodity portfolios and the critical role of inflation sensitive assets for optimal portfolio diversification Why the illiquidity premium is probably an illiquidity discount Why PE returns are probably overstated and can be mostly replicated with public market portfolios Style premia as distinct from academic factor models A lengthy discussion on the role and character of global carry strategies, and myth-busting Is global carry the ultimate risk premia strategy? The many benefits of trend and macro trading strategies, especially during inflationary regimes Why Carry and Trend work so well together in portfolios The origins of ‘Defensive Premia’ Which style premia are most overlooked relative to their potential value in a portfolio Which style premia have historically offered the highest sensitivity to inflation Why global risk parity allocations across risk premia and style premia represents the most efficient portfolio The regulatory imperative to maximize diversification Why
https://gestaltu.libsyn.com/antti-ilmanen-on-his-new-book-investing-amid-low-expected-returns
Evangelos Spiliotis
Open
2022/04/12
Pierre Pinson
Evangelos Spiliotis is a Research Fellow at the Forecasting & Strategy Unit, National Technical University of Athens (NTUA). He co-organised the M4 and M5 Forecasting Competitions and is an organiser of the M6 competition.Evangelos talks about his research directions, highlighting the role of Machine Learning algorithms in time series forecasting in the current business processes. We also discuss the M competitions led by Professor Spyros Makridakis and Evangelos for the last several years. In particular, The M6 competition, a competition on forecasts of stock price (returns) and risk, is live now and will be finalised in February 2023.Evangelos recommends “Forecasting: Principles and Practice” (3rd ed) by Rob J Hyndman and George Athanasopoulos & “Practical Time Series Forecasting” with R: A Hands-On Guide by Galit Shmueli & Kenneth C. Lichtendahl Jr.Also, the recommended papers are “Forecasting: theory and practice” by Petropoulos et al., “Retail forecasting: Research and practice” by Fildes, Ma and Kolassa, and special IJF issues on the M competitions.
https://www.buzzsprout.com/1641538/10424814-evangelos-spiliotis.mp3
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