Rank #1: Roger Lowenstein
Roger Lowenstein is one of the great minds of the financial world and has been observing and writing about Wall Street now for four decades. Roger is author of a full shelf of best-selling books about Wall Street, from When Genius Failed to The End of Wall Street, and the newest, America's Bank. Acerbic, clear-thinking, and richly informed with historical knowledge, Roger brings a rare breadth of understanding to parsing what makes the markets work. In this discussion, he talks about the Fed and the creation of a U.S. central bank, its best and worst governors, and why our economy and politics are in this parlous state.
Oct 20 2017
Rank #2: Investing in Entertainment
Jordan Moelis is one of a breed of young hedge fund managers--he founded Deep Field in his mid-twenties--who came up during the industry boom after the global financial crisis. Here he talks about some of the stresses and rewards of being directly answerable for results. He also takes a look at movies and entertainment, a specialty of Deep Field. Deep Field runs a concentrated portfolio of well-researched ideas.
Aug 25 2017
Rank #3: Big Food Getting Smaller
The price of food at the grocery store has been declining for two years and yet the price of the big packaged food companies on the stock exchanges has been rising. This opposition will not long stand. Evan Lorenz, one of the great financial journalists of that Wall Street sacred text, Grant's Interest Rate Observer, talks about Big Food and some clumsiness on the part of the usually deft investors 3G and Berkshire Hathaway.
Jul 29 2017
Rank #4: "Constantly Reinventing Yourself"
William Bao Bean knows more than almost anyone about the Chinese internet. Currently the Managing Director of Chinaccelerator, a start-up accelerator based in Shanghai, William has been helping Chinese tech companies get started for nearly 15 years. He was one of the earliest and most plugged-in industry analysts, working at Deutsche Bank, Bank of America, and Bear Stearns, and he did private investing with Softbank China & India Holdings and SingTel Innov8. In this discussion, William talks about online travel, search, gaming, payments, advertising, and what it takes to compete on the Chinese Internet.
Sep 08 2017
Rank #5: Disrupting Brokerage
Since 2008, Jos Evans has been trading commodities. Few people on the planet know as much as he does about iron ore. In his trading career, he grew frustrated with the arcane world of Inter Dealer Brokers, the ~$6 billion industry that anonymizes transactions so that traders buying or selling large blocks of assets don't get front run by purpose-built algorithm robots that run around looking for big trades. Traders need the IDBs, but in the trading world, they are relative dinosaurs. Trades are placed on chat and messenger tools, and the IDB relies on humans to gather information from buyers and sellers. Jos and his AI-X team have a new solution, based on artificial intelligence. In this episode, Jos talks about the AI Exchange and about what's happening with commodities today.
Sep 22 2017