Bespokecast Episode 25 — Jim O’Shaughnessy — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Jim O’Shaughnessy of O’Shaughnessy Asset Management. Jim is an investor and market commentator who has published numerous books (including the seminal What Works On Wall Street) and papers on the market. He is the founder, chairman, and CIO of OSAM. Jim holds a degree in economics from the University of Minnesota, having also studied at the University of Georgetown. His career includes time spent in venture capital, as a consultant for institutional investors, and as a portfolio manager.

In our wide-ranging conversation, we discuss the rational expectations theory of economics, his approach to building portfolios, the behavioral foibles of investors large and small, how to replicate and even improve upon the portfolios of managers that outperform, and Jim’s love of chamber music. You can follow Jim on Twitter here. During our conversation, Jim mentions a talk he gave at Google, which you can watch here.

This is a must-listen (as are all of our podcasts!) for anyone looking to become a better investor.  (That should mean everyone reading this!)

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast Episode 24 — Ernie Tedeschi — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Ernie Tedeschi of Evercore ISI. Ernie is a policy economist and Head of Fiscal Analysis, and has been immersed in analysis of public policy his entire career. He’s had broad experience in the private sector, as well as working at the US Treasury for several years in a policy evaluation role. In our discussion, we focus on the current policy backdrop for the US, primarily through the lens of the newly released long-term budget and economic growth forecasts updated by the CBO in early April. We also review Fed policy, and get Ernie’s thoughts on Amazon’s HQ2, the outlook for the Bay Area, and more. You can follow Ernie on Twitter here and see what he’s writing on Medium here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast Episode 23 — Darin Friedrichs — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Darin Friedrichs, an agriculture markets expert and trader based in Dalian, China. Darin walks us through the evolving global agricultural landscape, including the basic mechanics of supply and demand drivers in various crop markets, the effect of recent trade negotiations, and the long-term outlook for crops. We also get Darin’s perspective on the evolution of China and some basic trading strategies in agricultural futures markets. You can follow Darin on Twitter @crushspread.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast Episode 22 — Srinivas Thiruvadanthai — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Jerome Levy Forecasting Center Managing Director and Director of Research Srinivas Thiruvadanthai. Srinivas is one of the most original and informed economic thinkers out there, and it was great to dive into his perspectives on profits, inflation, and monetary policy. Srinivas also shared some fascinating perspectives on higher education, his experience growing up in India, and the application of two of his pastimes – bridge and cricket – to analysis of the economy and markets. We also spend a large chunk of time discussing modern monetary theory and the Anglo-Saxon model of government. Please note, during the conversation we discuss the “profits perspective”, which you may want to read about in more detail. You can do so at this link. We also mention a talk from Professor Robert Putnam of Harvard’s Kennedy School of Public Policy. You can see that talk here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast Episode 21 — Jill Carlson & Dan Ciotoli — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we have two guests. Jill Carlson (@_jillruth and jill-carlson.com) is an independent blockchain analyst and developer, with experience trading, academically researching, and building crypo products. She’s a former bond trader with a nuanced and practical view of the space but an optimistic outlook for the implications and possible deployments of blockchain tech. Dan Ciotoli is Bespoke’s crypto analyst. You can see his work on @bespokecrpyto. Dan has an undergraduate degree in computer science and is hugely enthusiastic about the crypto space, while retaining a healthy dose of skepticism about the current market. We managed to make it most of the way through our discussion without discussing price action; instead, we focused on the underlying technology and philosophy of crypto products and the blockchain, discussing both what it does well and misapplications. If you’re not at least generally familiar with what blockchain and crypto are, we strongly recommend our Bespoke Brief on the subject, which you can read here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast Episode 20 — @Chigrl — Now Available on iTunes, GooglePlay, Stitcher and More

Our newest episode of Bespokecast is now available!  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well!

In this episode of Bespokecast, we have a conversation with @Chigrl. Tracy is an independent trader who focuses on futures markets, with a great deal of expertise and focus on oil and other energy markets. We discuss her approach to trading, including both day trading and swing trading, across commodity futures markets. We also get to hear her take on the current geopolitical backdrop of the Middle East, the future of oil supple and demand, and why living in cold climates is the best. If you’re a home cook and want to try the buffalo wing recipe she mentions, you can find step-by-step details in the thread on Twitter here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

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Bespokecast on iTunes

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