Bespokecast Episode 20 – @Chigrl

Bespokecast
Bespokecast
Bespokecast Episode 20 - @Chigrl
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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 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.

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

Bespokecast Episode 19 – Eddy Elfenbein

Bespokecast
Bespokecast
Bespokecast Episode 19 - Eddy Elfenbein
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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 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 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, current events, and joined us from his home in Washington, DC for an hour long conversation about the markets.

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

Bespokecast Episode 18 – George Livadas

Bespokecast
Bespokecast
Bespokecast Episode 18 - George Livadas
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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 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)

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

Bespokecast Episode 16 – Michelle Leder

Bespokecast
Bespokecast
Bespokecast Episode 16 - Michelle Leder
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In our newest conversation on Bespokecast, we talk to Michelle Leder of Footnoted*, who specializes in digging deep into SEC filings for nuggets of information companies bury inside. Michelle’s career started in journalism but has evolved into independent research, giving her a unique qualitative perspective on financial markets. We talk about her process, the process of company filings, and the keys to identifying language that raises red-flags. We also got a chance to discuss how she feels about running a small business and working from home from sunny Los Angeles. We hope you enjoy the conversation! You can also follow Michelle on Twitter here.

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

Bespokecast Episode 15 – Karthik Sankaran

Bespokecast
Bespokecast
Bespokecast Episode 15 - Karthik Sankaran
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In our newest conversation on Bespokecast, we sit down with Karthik Sankaran of Eurasia Group.  Karthik is Director of Global Strategy for Eurasia Group, a role that requires him to integrate global economics, financial markets, and politics. His understanding of history, theory, and practice of the different disciplines he uses gives a fascinating perspective on current events and what happens next. In our conversation, we discuss his career path, global financial imbalances (and their political roots), the Eurozone’s “immune system”, Angloskpeticism, where to get the best Chinese food in New York City, and what it’s like to speak five languages in a world increasingly concentrated on English.  We hope you enjoy the conversation!  You can catch more of Karthik’s thoughts on Twitter here.

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.