Episoder
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00:24 Holiday Greetings and Personal Updates
00:47 Review of Last Year's Stock Picks
01:27 Performance Highlights and Key Learnings
01:55 Non Consensus Investing Strategy
07:50 Top Stock Picks for the Upcoming Year
10:28 High-Risk, High-Reward Opportunities
11:46 Healthcare Sector Insights
14:18 Exploring Bumble and Other Non Consensus Ideas
17:24 Insurance and Financial Sector Picks
23:24 Navigating Policy Risks in High ROE Businesses
23:54 Analyzing First Solar's Market Position and Challenges
24:37 Exploring Flextronics and Data Center Opportunities
25:58 Retail Insights: Abercrombie & Fitch's Growth Potential
29:16 International Value Play: Banco Macro
30:54 Growth vs. Value: Investment Strategies
32:33 Regional Banks and Deregulation Benefits
34:33 Energy Sector Outlook and Investment Picks
38:26 Tech Giants and Market Dynamics
43:22 Concluding Thoughts and Holiday Wishes
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(00:26) Market Highlights and FOMC Reaction
(02:39) Detailed Market Analysis and Predictions
(04:44) Impact of Interest Rates on Different Sectors
(07:42) Emerging Markets and Currency Dynamics
(14:42) Animal Spirits and Market Psychology
(17:20) Growth vs. Value: Analyzing Market Trends
(18:19) Software and Value Stocks: Current Market Movements
(18:51) Sector Performance: Winners and Losers
(19:48) Animal Spirits and Speculative Baskets
(21:53) Regional Banks and Insurance: Investment Opportunities
(23:57) Semiconductors and Software: Market Rotation
(25:49) Micron and AI Tools: A Deep Dive
(32:22) Precious Metals and Commodities Outlook
(33:36) Final Thoughts and Market Summary
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00:33 Special Guest: David Seaman
00:48 Theories on Unidentified Flying Objects
01:58 Analyzing the ABC News Clip
02:59 Debunking the Black Friday Drone Theory
05:31 Military Equipment and Government Testing
07:54 Personal Experiences and Amateur Footage
12:21 Government Response and Public Reactions
19:50 Historical Accounts and Theories
45:05 Mass Sightings and the Phoenix Lights
48:04 David Grush and UFO Whistleblowing
49:00 The Gang of Eight and Government Disclosure
51:58 Challenges of UFO Disclosure
55:45 Theories and Speculations on Alien Technology
01:13:56 Interstellar Objects and Extraterrestrial Life
01:20:57 Concluding Thoughts and Public Anxiety
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00:52 Market Predictions for Next Year
01:19 A Funny Story from the Circus
02:33 Animal Spirits and Market Sentiment
03:46 Twitter Momentum Stocks
04:59 Healthcare Sector Analysis
12:03 Autonomous Driving Developments
12:15 Equal Weight Index and Market Trends
16:18 Energy Sector Insights
24:07 SpaceX and IPO Market Outlook
26:48 Investment Themes and Strategies
33:15 Healthcare Sector Insights
34:01 Retail and Travel Trends
34:38 Utilities and Industrials Outlook
35:07 China Market Dynamics
38:22 Quantum Computing and Google
42:33 Investment Strategies and Tools
57:13 IPO Market and Future Predictions
01:00:27 Conclusion and Final Thoughts
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00:25 Meet Vishal Garg: Founder and CEO of Better
01:06 The Zoom Viral Moment: Reflecting on Layoffs
06:59 Negotiating with SoftBank: Insights and Experiences
14:08 From Stuyvesant to Public Company: Vishal's Journey
19:29 The Birth of MyRichUncle: Early Fintech Innovations
21:40 Investing in Distressed Securitizations
26:05 The Mortgage Market: Challenges and Innovations
28:27 Revolutionizing the Mortgage Process
30:03 Challenges in the Mortgage Industry
31:40 Building Better.com
32:12 The Mortgage Market Landscape
39:45 AI and Automation in Mortgages
42:23 Entrepreneurial Insights from the Jungle Book
45:03 The Importance of Customer Focus
47:37 Impact of Mortgage Rates on the Economy
52:37 Balancing Family and Entrepreneurship
53:53 Closing Remarks and Future Outlook
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00:24 Thanksgiving Reflections and Family Time
00:48 Superman and Modern Heroism
02:08 Comparing Heroes: Superman vs. Modern TV Shows
03:15 The Appeal of Hero Inversions in Modern Media
04:01 Transition to Investment Topics
04:18 Market Insights and Economic Overview
07:53 Sector Analysis: Semiconductors and Technology
10:50 Healthcare Sector Trends and Insights
12:07 International Markets and Emerging Economies
17:28 Retail Sector Performance and Predictions
18:48 Consumer Behavior and Retail Trends
21:23 Cyber Monday Gift Ideas
22:18 Shifting Coffee Preferences and Market Analysis
23:00 Starbucks vs. Microsoft: A Comparative Analysis
23:41 Investment Strategies in the MAG7
26:05 Financials and Regional Banks: A Deep Dive
27:37 FinTech and Animal Spirits
30:02 Defensive Stocks and Market Psychology
31:16 Healthcare Sector Insights
33:40 Active Management and Market Hype
34:43 Global Economic Trends and Japan's Growth
40:22 China's AI Narrative and International Value
41:04 Interview Highlights and Closing Remarks
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00:26 Special Thanksgiving Podcast with Kevin Churko
00:50 Kevin's Journey in the Music Business
03:07 Bitcoin and Vintage Gear
09:30 Challenges in the Music Industry
17:07 Tokenization and Digital Assets
21:36 The Creative Process and Inspirations
35:30 The Dark Side of Creativity
36:11 Cannabis and the Hip Hop Studio
38:22 Substance Use and Music Genres
39:08 The Role of Psychedelics in Modern Music
43:35 Wealth Management in the Music Industry
48:12 Navigating Private Equity Investments
01:04:31 The Renaissance of Psychedelics
01:07:37 Exploring the Psychedelic Trend
01:08:10 DMT: The Businessman's Trip
01:10:36 Extended DMT Studies and Endogenous Production
01:10:58 DMT and Near-Death Experiences
01:14:08 The Audio Experience of DMT
01:16:18 Historical and Cultural Context of Psychedelics
01:18:19 Psychedelics and Mental Health
01:22:37 Lucid Dreaming and Consciousness
01:27:43 Personal DMT Experiences
01:31:06 The Nature of Reality and Existence
01:39:25 Concluding Thoughts and Reflections
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00:25 Personal Anecdotes and Thanksgiving Plans
01:01 Tax Strategies for the Wealthy
01:57 Upcoming Podcast with Vishal Garg
03:21 Bloomberg Article on AQR's Tax Strategies
09:01 NVIDIA Earnings Analysis
17:10 Recession and Economic Indicators
21:42 Hedge Fund Positioning and Strategies
39:58 Max ETF Analysis and Cyclical Shifts
40:23 Energy Sector Insights
41:27 Mutual Fund Performance and Hedge Fund Moves
41:47 Sector Positioning and Stock Picks
43:07 Consumer Staples and Risk Management
44:07 Financials and Entertainment Stocks
48:55 Hedge Fund VIP List and Stock Analysis
01:05:22 AI Tools for Investment Research
01:10:09 Thanksgiving Reflections and Book Recommendations
01:13:45 Closing Remarks and Future Plans
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00:26 Crypto Macro Panel Introduction
01:11 Top Concerns in the Crypto Space
03:27 Is the Crypto Market Too Hot?
11:01 Impact of Tariffs on the Digital Market
18:47 Trump's Influence on Crypto Policies
26:56 Crypto Regulation and SEC Leadership
28:31 Trump's Involvement in DeFi
28:55 The Need for a Self-Regulatory Organization
29:51 Bitcoin's Future Value Projections
31:03 Macro Tailwinds and Liquidity Events
31:56 Sector-Specific Tailwinds
32:05 Ethereum Staking and Eigenlayer
34:57 Tokenization and Digital Assets
41:37 AI and Cryptographic Verification
49:46 Final Thoughts and Future Outlook
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01:02 Deep Dive into Hedge Fund Strategies
06:13 Analyzing Stanley Druckenmiller's Portfolio
09:39 Exploring Financial Sector Investments
13:26 The Druck Effect and Key Takeaways
26:04 Introduction to Point 72 and Portfolio Insights
35:31 Earnings and Market Leaders
36:08 Concentrated vs. Broader Portfolios
36:49 Quantitative Approach and Statistical Arbitrage
37:04 Stock Analysis: Snowflake and Palantir
38:24 David Tepper's Portfolio Insights
40:01 China's Market Dynamics
40:24 Investment Strategies: Trading vs. Investing
40:50 Utility and Semiconductor Picks
43:08 Natural Gas and Energy Investments
44:18 David Einhorn's Value Investing
44:50 Healthcare and Defensive Stocks
56:32 Biotech Investment Opportunities
01:01:07 Final Thoughts and Portfolio Reviews
01:09:10 Conclusion and Investing Wisdom
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00:26 Election Week Reflections
02:10 Impact of Trump's Victory
04:05 Economic and Market Implications
12:02 The Role of Polls and Media
14:06 Financial Markets and Crypto
14:41 Energy and Semiconductor Sectors
18:51 Antitrust and Big Tech
36:41 Family Offices and Investment Strategies
46:52 The 36 Trillion Dollar Deficit
50:31 Governance and Economic Challenges
50:42 AI and Automation in the Workforce
50:54 Demographic Shifts and Care Needs
52:29 Trump's Hypothetical Policies and Bitcoin
53:06 Tax Policies and Economic Speculations
54:11 Cryptocurrency and Stablecoins
01:00:49 Investment Strategies and Market Trends
01:27:39 Value vs. Growth Stocks
01:37:16 Rethinking Portfolio Construction
01:37:41 The Role of Humility in Investing
01:38:05 Diversification and Its Challenges
01:38:58 AI's Impact on Portfolio Management
01:41:17 Position Sizing and High Conviction Ideas
01:42:20 The Debate on Diversification
01:50:55 The Nuclear Renaissance
01:54:58 Energy Demands and Data Centers
02:18:38 The Future of AI in Investing
02:23:16 Out of the Herd: Embracing Non-Consensus Ideas
02:23:43 Media Consumption and Information Sources
02:24:27 Leadership and Solitary Journey
02:24:47 AI and Future Societal Changes
02:25:29 Family Concerns and Future World
02:27:13 Diversification and High Conviction Investments
02:34:14 Healthcare and Biotech Investments
02:36:02 Contrarian Investing in Healthcare
02:39:47 Stock Opinions and Market Trends
02:56:22 Closing Thoughts and Future Outlook
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00:26 Weekend Highlights and Personal Anecdotes
01:42 Upcoming Events and Market Predictions
02:11 Insights from Money 2020 and Panic Mode
02:51 Election Impacts and Market Positioning
04:02 Macro Trends and Market Analysis
06:09 Emerging Markets and International Value Rotation
08:52 Thematic Market and AI Trends
10:18 Healthcare Sector and Investment Strategies
27:47 Medicare Advantage and Insurance Utilization
28:23 Impact on Healthcare Stocks
30:08 High-Quality Healthcare Investments
36:04 Financials and Election Risks
37:44 Real Estate and Consumer Insights
39:24 International Markets and Emerging Opportunities
41:37 Natural Gas and Energy Investments
43:03 Tech Stocks and Market Trends
47:26 Election Outcomes and Market Reactions
50:57 Final Thoughts and Investment Strategies
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(00:00) Introduction to Non Consensus Investing
(00:33) Meet Our Special Guest: Jeff Park from Bitwise
(02:11) Diving into Harvard Management Company
(05:46) Challenges and Changes at Harvard
(09:28) The Multi-Manager Model and Its Implications
(14:14) China's Economic Moves and Global Impact
(19:24) The Power of Memes in Financial Markets
(22:11) Understanding Liquidity and Market Dynamics
(29:12) Analyzing Credit Spreads and Liquidity Transformation
(30:09) Bitcoin: To HODL or Trade?
(31:32) The Superhuman Macro Investors
(33:39) Trend Following in Bitcoin Trading
(40:31) Election Impact on Digital Assets
(45:18) Best Practices for Investors and Traders
(49:04) Concluding Thoughts and Future OutlookConnect with Us Online:
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(00:00) Introduction
(00:31) Guest Introduction: Michael Parekh
(01:32) OpenAI: Current State and Challenges
(06:05) AI Industry Insights and Comparisons
(10:11) Investor Perspectives on OpenAI
(11:43) AI Investment Landscape
(28:15) Meta's AI and AR Innovations
(40:28) The Commodification of Memory and Interlinks
(40:46) Power and Nuclear: The Next Big Thing
(45:16) The AI Boom and Its Impact on Utilities
(48:17) The Future of SaaS in an AI-Driven World
(50:50) The Role of AI in Enterprise and Productivity
(01:00:36) Regulatory Challenges and Market Dynamics
(01:04:19) The Telecom Bubble and Lessons for Today
(01:14:38) The Rise of Agentic AIConnect with Us Online:
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00:00 Introduction to Non Consensus Investing
00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited
01:16 Discussing the Fed's 50 Bps Rate Cut
02:26 Market Reactions and Economic Indicators
06:55 Analyzing Employment and Consumer Health
24:05 Debating Productivity and Economic Growth
33:57 AI Apps and Economic Projections
34:19 Fed's Rate Cut Deliberations
35:34 Market Reactions and Fed Policy
38:41 Political Dynamics and Fiscal Policy
42:42 Investment Opportunities and Market Trends
45:43 Gold, Commodities, and Digital Assets
46:37 Growth vs. Value Stocks
50:37 Investor Sentiment and Market Positioning
01:00:59 Concluding Thoughts and Future Outlook
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Timestamps:
(00:00) Intro
(03:09) Working with George Soros
(03:58) Risk Management Insights
(06:18) Concept of Reflexivity
(13:32) The Buffett Bet & Protege Partners
(17:12) Hedge Fund Industry Insights
(26:11) Endowment Style Investing
(32:05) China's Economic Challenges
(38:04) Investment Opportunities in China
(44:00) Commercial Real Estate Crisis in the US
(58:59) The Impact of AI on Investing
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Timestamps:
(00:00) Introduction
(01:07) Guest Introduction: Mark Mahaney
(02:14) Mark Mahaney's Investment Framework
(03:55) The Importance of Revenue Growth
(05:28) Identifying High-Quality Companies
(08:01) Challenges and Opportunities in Tech Investments
(10:33) Evaluating Profitability and Business Models
(14:10) Amazon's Market Dynamics
(19:05) Netflix's Growth Strategies
(25:42) Meta's Market Position
(26:27) Amazon's Growth and AWS Competition
(27:33) Meta's Valuation and Overhangs
(31:00) Uber's Future with Driverless Cars
(35:04) Google's Challenges and Opportunities
(41:14) Investment Opportunities and Market Concerns
(45:06) DoorDash's Market Position
(47:31) Staying Grounded in Investment Decisions
(51:44) Conclusion and Final Thoughts
Media Disclosures from Evercore
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01:02 Market Insights: Jackson Hole and Rate Cuts
02:07 Earnings and Employment Analysis
03:16 Adjustment Cuts vs. Full Rate Cut Cycles
05:51 Market Trends: Value vs. Growth
07:15 Sector Highlights: Real Estate and Financials
08:18 Small Caps and High Debt Companies
13:29 AI and Productivity Boom
16:14 Banking Sector Opportunities
17:31 Bank Investments and Sweetheart Deals
18:06 Consumer Trends and Retail Shifts
20:03 Home Builders and Mortgage Rates
22:25 Automotive Sector Insights
22:54 Retail Giants: Walmart and Target
23:46 AI Tools for Investment Analysis
27:05 Q&A and Market Outlook
30:29 Final Thoughts and Investment Wisdom
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00:00 Introduction to Non Consensus Investing
00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast
00:56 Early Bitcoin Days and Missed Opportunities
02:42 Michael's Journey: From PR to Venture Capital
04:47 The Dot-Com Boom and Transition to Crypto
10:05 Understanding Bitcoin Cycles and Investment Strategies
15:19 Technical Aspects of Bitcoin and Market Dynamics
17:41 Current Market Trends and Future Predictions
23:09 Challenges and Opportunities in Bitcoin Investing
24:49 Technical Difficulties and Market Analysis
33:56 Bitcoin Halving Cycles and Market Trends
34:43 Future Predictions and Macro Factors
35:53 Bitcoin's Parabolic Trends and Key Days
36:54 Bitcoin Winter and Market Cycles
38:04 Impact of New Products and ETFs
38:50 Bitcoin as a Veblen Asset
42:48 Strategic and Tactical Bitcoin Investments
49:51 Global Adoption and Inflation
54:34 Puerto Rico's Crypto Community
01:04:03 Future Outlook for Bitcoin, ETH, and Solana
01:05:46 Conclusion and Book Promotion
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00:00 Introduction to Non-Consensus Investing
00:33 Meet Meb Faber: A Decade of Tracking and Insights
00:59 Exploring Alpha Cloning and Hedge Funds
02:41 The Golden Age of Hedge Funds and Market Trends
03:58 Buffett's Strategy and the Power of 13F Filings
13:07 The Evolution of Shareholder Yield
16:09 The Role of Buybacks and Stock-Based Compensation
19:59 Market Neutral Strategies and Hedge Fund Insights
25:33 The Impact of Passive Investing on Active Management
30:02 Gold's Highs and Market Predictions
30:44 Diversifying Investments for Mental Health
32:36 Exploring Foreign Markets
40:28 The Impact of Retail Investing and Social Media
44:43 Lessons from Successful Long-Term Investments
51:04 The Role of Trend Strategies in Portfolios
56:09 Concluding Thoughts and Resources
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