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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher

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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher

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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher

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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher

Bespokecast Episode 19 — Eddy Elfenbein — 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 the author of Crossing Wall Street Eddy Elfenbein. Eddy is an investor, portfolio manager, market commentator, and picks the stocks in the portfolio of CWS, the actively managed AdvisorShares Focused Equity ETF. Eddy’s popular Buy List is a simple portfolio of 25 equal-weighted stocks designed to outperform the S&P 500, which it has done in 8 of the last 11 years. Eddy takes an avid interest in history and current events, and he joined us from his home in Washington, DC for an hour long conversation about the markets.

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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher

Bespokecast Episode 18 — George Livadas — Now Available on iTunes, GooglePlay, Stitcher and More

We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms.  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 our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of the notes we mention specifically during our talk. You can also follow George on Twitter @upslopecapital.

Salvatore Ferragamo Investment Overview (26 page PDF)

Consolidated Learnings (3 page PDF)

Q3 2017 Investor Letter (7 page PDF)

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.

button-2

Bespokecast on iTunes

Bespokecast on GooglePlay

Bespokecast on OvercastFM

Bespokecast on Stitcher