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Business
Investing

Bespokecast

Updated 3 days ago

Business
Investing
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Bespoke Investment Group's Macro Strategist George Pearkes hosts conversations with markets professionals and economists whose views we find interesting or insightful into the world of finance and economics. 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.

Read more

Bespoke Investment Group's Macro Strategist George Pearkes hosts conversations with markets professionals and economists whose views we find interesting or insightful into the world of finance and economics. 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.

iTunes Ratings

20 Ratings
Average Ratings
14
2
3
0
1

Very good but

By Mjwm - Jan 20 2019
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Great to have a reasoned, sensible perspective on what is going on in financial markets but the frequency is too intermittant. Would like to see 1x or 2x per month commitment.

Great show, great insights

By Joe Strauss - Aug 06 2017
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This is a great podcast that I really love. Very intelligent and made for people like me in the industry.

iTunes Ratings

20 Ratings
Average Ratings
14
2
3
0
1

Very good but

By Mjwm - Jan 20 2019
Read more
Great to have a reasoned, sensible perspective on what is going on in financial markets but the frequency is too intermittant. Would like to see 1x or 2x per month commitment.

Great show, great insights

By Joe Strauss - Aug 06 2017
Read more
This is a great podcast that I really love. Very intelligent and made for people like me in the industry.

Listen to:

Cover image of Bespokecast

Bespokecast

Updated 3 days ago

Read more

Bespoke Investment Group's Macro Strategist George Pearkes hosts conversations with markets professionals and economists whose views we find interesting or insightful into the world of finance and economics. 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 24 – Ernie Tedeschi

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Apr 17 2018

1hr 12mins

Play

Bespokecast Episode 10 – Josh Brown

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In our newest conversation on Bespokecast, we spoke to Josh Brown, the CEO of Ritholtz Wealth Management. Josh is a contributor on CNBC’s daily show Fast Money Halftime Report, has written two books about the financial markets, regularly writes on his blog The Reformed Broker, and has a huge following on Twitter. Our conversation was wide-ranging, covering the start of Josh’s career at traditional brokerages on Wall Street, his epiphany about how the financial industry works, the evolution of the Ritholtz platform, and the best way to handle social media. A life-long resident of the Tri-City Area, we also talked about New York City and the beleaguered Knicks franchise. This was a fantastic conversation, and we had a great time talking to Josh. We hope you enjoy listening!

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.

Apr 24 2017

1hr 16mins

Play

Bespokecast Episode 12 – Marc Cohodes

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In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his process for picking out companies unlikely to succeed. Marc goes into detail on his approach, including how he thinks about finding potential shorts, timing, and risk management. He discusses with us recent successful shorts including Valeant, Concordia, and Home Capital Group, as well as another new bear case he has been building a position in Badger Daylight. You can read more about Badger at Marc’s website discussing the company. Marc is the first short seller we’ve had on Bespokecast, and we learned a ton about his approach to the market. We hope you do too!

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.

Jun 07 2017

1hr 5mins

Play

Bespokecast Episode 23 – Darin Friedrichs

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 talk 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.

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.

Mar 19 2018

55mins

Play

Bespokecast Episode 21 – Jill Carlson & Dan Ciotoli

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Jan 29 2018

1hr 7mins

Play

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.

Jan 19 2018

55mins

Play

Bespokecast Episode 11 – Pete Najarian

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In our newest conversation on Bespokecast, we spoke to Pete Najarian, Co-Founder of Investitute.  Pete is a long-time contributor on CNBC’s Fast Money and Fast Money Halftime Report, and a financial markets veteran with experience across the options world including the CBOE’s pits where he got his start.  Prior to entering the financial industry, Pete played for the Minnesota Golden Gophers in the NCAA and the Tampa Bay Buccaneers and Minnesota Vikings in the NFL.  We loved talking to him about his experience playing football, how athletics helped him in the industry, and what he thinks about the future of the game.  Our conversation also touched on the skills necessary to have success trading options, some detail on strategies he uses to stay ahead of the market, and the impact of volatility products like VIX-linked ETFs or ETNs on the market for single name equity options.  If you’re interested in options, be sure to visit Pete and his brother John’s site — Investitute — where they run their “Unusual Options Activity” service.  We learned a lot chatting with Pete, and we hope you enjoy listening!

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.

May 12 2017

1hr 11mins

Play

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.

Aug 01 2017

1hr 1min

Play

Bespokecast Episode 14 – Herb Greenberg

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In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBCThe San Francisco Chronicle, and Crain’s Chicago Business. It was fascinating to hear his perspective on the intellectual task of evaluating companies, and how his earlier endeavors as a reporter helped to shape that approach. We also talked about the differences between Miami and California, the time management challenge of writing research, and some of the name’s he’s focused on recently. We hope you enjoy the conversation!

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.

Jul 14 2017

1hr 1min

Play

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.

Nov 21 2017

1hr 1min

Play

Bespokecast Episode 31 — Alexandra Scaggs

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In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron’s. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of liquidity that didn’t exist in recent years. We dive into why that scarcity has suddenly cropped up, why it matters for markets, and what the Fed can do about in addition to recent steps it’s already undertaken. Our guest previously wrote for Bloomberg and the Financial Times, and currently covers fixed income markets for Barron’s. You can follow her 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.

Oct 01 2019

58mins

Play

Bespokecast Episode 30 — Petr Pinkhasov

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In this new episode of Bespokecast we sit down with Petr Pinkhasov of Jade Market Analytics. Petr is the founder of Jade and has a unique perspective on macro markets. His research focuses on cross-asset relationships, identifying repeating patterns in prices, and trade construction. Over the course of his career, Petr has worked at a variety of macro-oriented investing shops, including the family office run by former Quantum Fund fixed income and foreign exchange head Victor Niederhoffer. His perspective is very quantitatively focused and takes an approach that listeners will find unique. You can follow Jade Markets 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.

May 12 2019

1hr 4mins

Play

Bespokecast Episode 28 — Kevin Muir

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 sit down with Kevin Muir, the Market Strategist for Canadian investment management firm East West Management. In addition to a long experience in cash equities and derivatives working at Canadian banks, Kevin traded a personal portfolio for almost two decades, gaining wide experience across global markets. In his current role, he helps set strategy for East West’s portfolios and hedge funds. He also writes a free newsletter called The Macro Tourist, which serves as both a trading journal and exploration of issues facing global markets. In our conversation today, we talk about Kevin’s fascinating career path, the recent history and outlook for federal reserve policy, and modern monetary theory (MMT). Kevin offers some great perspectives that we hope investors of all types can learn from. You can follow Kevin 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.

Jan 18 2019

1hr 12mins

Play

Bespokecast Episode 27 — Patrick Wyman

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 sit down with Patrick Wyman, the host of popular podcast Tides of History. Patrick is a historian with a PhD from the University of Southern California with a broad range of knowledge on antiquity, the middle ages, and the early modern period. Instead of our usual focus on investing and contemporary analysis, this week Patrick helps us compare and contrast how four very different economies (late Roman, Medieval, early modern, and our own) compare, where similarities lie, and how they were different. Using four different institutions as focal points for comparative analysis, Patrick helps us understand the functioning of a Roman estate, a medieval manor, an early modern trading house, and a modern corporation and what key drivers of activity, market intensity, and relationships to the state they all have. This conversation was a significant departure from our typical format, but we found it fascinating and hope you do too. You can follow Patrick 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.

Nov 07 2018

1hr 10mins

Play

Bespokecast Episode 26 — Horacio Coutino

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 long conversation with Horacio Coutino of ETM Analytics. Horacio joined us from Mexico City to help explain the world of Mexican politics ahead of a hugely consequential election on July 1st. In addition to some very helpful background about the history of Mexican politics, we meet some of the major players and discuss the likely victory for left-wing candidate Andrés Manuel López Obrador (“AMLO”). Also important are ongoing NAFTA renegotiations. They will be impacted by the election in some very specific ways, which Horacio elaborates on. We also discuss the broader world of EM investing, what it takes to build a business in Mexico, and a number of other topics. You can follow Horacio 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.

Jun 22 2018

1hr 9mins

Play

Bespokecast Episode 25 – Jim O’Shaughnessy

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Jun 12 2018

1hr 7mins

Play

Bespokecast Episode 24 – Ernie Tedeschi

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Apr 17 2018

1hr 12mins

Play

Bespokecast Episode 23 – Darin Friedrichs

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 talk 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.

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.

Mar 19 2018

55mins

Play

Bespokecast Episode 22 – Srinivas Thiruvadanthai

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Feb 23 2018

1hr 6mins

Play

Bespokecast Episode 21 – Jill Carlson & Dan Ciotoli

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We’re happy to announce that the newest episode of Bespokecast is now available on major 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 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.

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.

Jan 29 2018

1hr 7mins

Play

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.

Jan 19 2018

55mins

Play

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.

Nov 30 2017

1hr 4mins

Play

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.

Nov 21 2017

1hr 1min

Play

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.

Sep 28 2017

1hr 5mins

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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.

Aug 01 2017

1hr 1min

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Bespokecast Episode 14 – Herb Greenberg

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In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBCThe San Francisco Chronicle, and Crain’s Chicago Business. It was fascinating to hear his perspective on the intellectual task of evaluating companies, and how his earlier endeavors as a reporter helped to shape that approach. We also talked about the differences between Miami and California, the time management challenge of writing research, and some of the name’s he’s focused on recently. We hope you enjoy the conversation!

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.

Jul 14 2017

1hr 1min

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Bespokecast Episode 13 – Louis Navellier

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In our newest conversation on Bespokecast, we talk to Louis Navellier, the founder of Navellier & Associates.  Louis has been writing about the stock market since the early 1980s, and his firm offers a range of services for clients including portfolio management, advisory, and mutual funds. Louis brings a unique and highly quantitative approach to investing, and has from the very start of his work on market efficiency and factors which drive outperformance. We discuss in depth his entry into the industry, the approach he uses in analyzing the markets, and his detailed views around ETFs and their impact on liquidity and volatility. Louis had a number of interesting perspectives on the relationship between yields and equity prices as well as monetary policy. We hope you enjoy the conversation!

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.

Jun 22 2017

1hr 9mins

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Bespokecast Episode 12 – Marc Cohodes

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In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his process for picking out companies unlikely to succeed. Marc goes into detail on his approach, including how he thinks about finding potential shorts, timing, and risk management. He discusses with us recent successful shorts including Valeant, Concordia, and Home Capital Group, as well as another new bear case he has been building a position in Badger Daylight. You can read more about Badger at Marc’s website discussing the company. Marc is the first short seller we’ve had on Bespokecast, and we learned a ton about his approach to the market. We hope you do too!

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.

Jun 07 2017

1hr 5mins

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Bespokecast Episode 11 – Pete Najarian

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In our newest conversation on Bespokecast, we spoke to Pete Najarian, Co-Founder of Investitute.  Pete is a long-time contributor on CNBC’s Fast Money and Fast Money Halftime Report, and a financial markets veteran with experience across the options world including the CBOE’s pits where he got his start.  Prior to entering the financial industry, Pete played for the Minnesota Golden Gophers in the NCAA and the Tampa Bay Buccaneers and Minnesota Vikings in the NFL.  We loved talking to him about his experience playing football, how athletics helped him in the industry, and what he thinks about the future of the game.  Our conversation also touched on the skills necessary to have success trading options, some detail on strategies he uses to stay ahead of the market, and the impact of volatility products like VIX-linked ETFs or ETNs on the market for single name equity options.  If you’re interested in options, be sure to visit Pete and his brother John’s site — Investitute — where they run their “Unusual Options Activity” service.  We learned a lot chatting with Pete, and we hope you enjoy listening!

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.

May 12 2017

1hr 11mins

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Bespokecast Episode 10 – Josh Brown

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In our newest conversation on Bespokecast, we spoke to Josh Brown, the CEO of Ritholtz Wealth Management. Josh is a contributor on CNBC’s daily show Fast Money Halftime Report, has written two books about the financial markets, regularly writes on his blog The Reformed Broker, and has a huge following on Twitter. Our conversation was wide-ranging, covering the start of Josh’s career at traditional brokerages on Wall Street, his epiphany about how the financial industry works, the evolution of the Ritholtz platform, and the best way to handle social media. A life-long resident of the Tri-City Area, we also talked about New York City and the beleaguered Knicks franchise. This was a fantastic conversation, and we had a great time talking to Josh. We hope you enjoy listening!

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.

Apr 24 2017

1hr 16mins

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