Jul 14, 2020
Siddarth Singhai of Ironhold Capital joins the podcast to discuss his views of semiconductor manufacturers and auto parts suppliers. He also shares his bullish views on industry sectors in his native India.
Content Segments (Spotify users can click on the timestamp to link to the section directly):
- Singhai's look at...
Jun 30, 2020
David Neuhauser of Livermore Partners joins the podcast to discuss his expectation of a "L-shaped" economic recovery and corresponding sideways market activity in the years to come.
There are still opportunities for investors. Here Neuhauser is bullish on certain companies tied to hard assets like oil...
Jun 24, 2020
Jonathan Boyar, principal at Boyar Value Group, joins the podcast to discuss the merits of investing in the public equity of professional sports teams.
Boyar is specifically bullish on the Liberty Braves Group (NASDAQ: BATRA), a tracking stock that consists of the Atlanta Braves Major League Baseball team and real...
Jun 16, 2020
Hedge fund portfolio manager Chris Nicholson joins the podcast to discuss his outlook on volatility, interest rates, and other markets.
Forecasting these assets has become increasingly problematic in recent years, but there are a few thing Nicholson looks to in an effort to identify opportunities for arbitrage.
Content...
Jun 9, 2020
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy.
Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to replicate it. The reasons for this are discussed in the second half...