Episoder
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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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Manglende episoder?
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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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00:00 Introduction to Non Consensus Investing
00:31 Understanding 13F Filings
01:12 Hedge Fund Strategies and Stock Picks
02:00 Market Trends and Economic Indicators
02:57 Deep Dive into Hedge Fund Holdings
04:37 Analyzing Specific Stocks and Sectors
08:47 Insights on Individual Hedge Fund Managers
12:47 Value Investing and Contrarian Strategies
17:15 Exploring Smaller and Overlooked Stocks
28:53 Evaluating Return on Equity and Buybacks
29:18 Acadian Capital's Investment Strategy
29:41 Tidewater and Energy Services Analysis
30:49 Planet Fitness and Changing Consumer Behavior
31:53 Exploring SaaS and Elastic
32:32 CVS and the Healthcare Sector
34:28 Qualcomm and the AIPC Trend
37:02 Brazil's Economic Potential
38:51 Disney's Performance and Future Prospects
45:11 Michael Burry's Unexpected Biotech Move
46:18 Final Thoughts and Market Outlook
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00:00 Introduction to Non Consensus Investing
00:42 Welcoming the Guest: Michael's Background
01:39 Tesla Earnings and Elon Musk's Vision
03:51 Humanoids and Future Prospects
05:39 Challenges and Competition for Tesla
07:58 AI and Robotics: The Bigger Picture
18:48 Conflicts of Interest in Financial Analysis
21:03 Sovereign AI and Global Implications
31:07 Google's Earnings and Cloud Business
46:03 Generative AI and CapEx Dynamics
47:34 Positioning in Mag7: NVIDIA, Meta, and Google
49:34 Meta's Open Source Strategy with Llama 3
53:59 AI's Impact on Business Models and CapEx
01:00:44 Crypto and Digital Assets in the Political Landscape
01:02:53 Tech Market Trends and Predictions
01:11:46 Energy Sector Outlook in a Trump Presidency
01:20:53 Investment Strategies and Market Sentiment
01:26:59 Conclusion and Final Thoughts
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00:00 Introduction to Non Consensus Investing
00:40 Meet the New Team Member: Stein
02:53 Market Recap and Key Topics
03:24 Insights from the Lumida Ledger
05:05 Daily and Weekly Research Process
06:44 Small Caps and Market Trends
09:31 Consumer Discretionary Sector Analysis
20:10 China's Market Impact and the Trump Effect
22:17 Reversal Factor and Market Dynamics
24:17 Momentum Factor and Market Trends
25:10 Analyzing Momentum Stocks and ETFs
27:37 Tech vs. Energy: A Negative Correlation
29:23 Small Cap Growth vs. Value
31:28 Semiconductors and Market Sentiment
37:41 Sector Analysis and Investment Strategies
42:25 Crypto and Alternative Investments
44:40 Final Thoughts and Market Outlook
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00:00 Introduction to Non Consensus Investing
00:28 Market Speculation and Trends
01:35 Negative Momentum Rally Explained
03:58 Sector Analysis: Semiconductors and AI
08:41 Energy Sector Insights
10:23 Restaurant Industry Overview
13:02 Small Caps vs. Semiconductors
13:47 Deep Dive: Taiwan Semiconductor and ASML
24:05 TSMC's Market Expansion and AI Demand
24:55 NVIDIA's Pricing Strategy and Market Impact
26:00 Semiconductor Valuations and Industry Trends
28:00 Qualcomm's Position in the Smartphone Market
29:22 Schwab's Financial Challenges and Market Reaction
31:25 LPLA's Business Model and Market Opportunities
37:20 Investment Strategies and Market Analysis
41:46 Final Thoughts and Investment Insights
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00:00 Introduction to Non Consensus Investing
00:32 Market Overview and Recent Activities
00:50 Deep Dive into Lululemon (LULU)
02:00 Investment Strategies and Opportunity Cost
05:39 Small Caps and Market Reactions
07:44 Momentum and Negative Momentum Rallies
08:37 MAG7 and Market Trends
11:06 Sector Analysis and Broader Market Impacts
19:25 Investment Opportunities in Brazil
25:25 Identifying High-Quality Assets in Dislocations
26:10 Analyzing CVS and Its Turnaround Potential
28:57 Exploring Small Cap Opportunities
29:03 In-Depth Look at Innova and Other Small Caps
30:04 Advanced Materials and Speculative Bets
30:39 American Public Education and Small Cap Picks
31:58 Investment Strategies and Market Analysis
37:36 Thematic Baskets and Short Interest Rally
39:39 Speculation in Tesla and Palantir
41:00 Concluding Thoughts and Market Outlook
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00:00 Introduction to Non Consensus Investing
00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor
00:57 Nic Carter's Transformation and Digital Asset Journey
01:22 The Intimidation Video: Nic Carter's Boxing Journey
02:51 Training Regimen and Discipline in Combat Sports
10:16 From Philosophy to Bitcoin: Nic's Career Path
19:12 Investing in CoreWeave: A High-Stakes Bet
25:53 The Rise of CoreWeave and AI's Impact
35:33 Investing in AI: Strategies and Concerns
40:04 AI and the Post-Truth Era
42:12 AI's Role in Verifying Information
49:07 Fragmentation of AI Models Across Nations
53:39 AI's Economic Impact and Future Growth
01:04:35 The Intersection of AI and Digital Assets
01:08:22 Conclusion and Final Thoughts
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00:00 Introduction to Non Consensus Investing
00:31 Guest Introduction: Mike McGlone
00:45 Market Impact of Trump and Biden
00:51 Commodities and Economic Indicators
01:12 Political Influence on Markets
01:49 Historical Market Trends and Volatility
05:30 Global Economic Shifts and Gold
10:30 Energy Market Dynamics
14:26 Equity Market Analysis
30:47 Unemployment and Inflation Dynamics
31:30 Commodities and Economic Indicators
34:11 The Role of the U.S. Dollar
34:51 Cryptocurrencies and Market Trends
38:37 Bitcoin's Market Position
49:22 Copper and Commodity Market Analysis
55:49 Gold vs. Bitcoin: A Comparative Analysis
58:33 Closing Thoughts and Future Outlook
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00:00 Introduction to Non-Consensus Investing
00:27 Market Overview and Key Themes
01:34 Deep Dive into Market Indicators
02:14 Insights on US Dollar and Commodities
02:47 Bitcoin and MAG7 Analysis
03:23 Seasonal Trends and Market Sentiment
05:27 Impact of Political Events on Markets
06:31 Brazil Market Analysis and Fed Rate Cuts
15:41 Small Caps and Economic Outlook
16:40 NVIDIA's Market Influence
17:32 Boomer Spending and Market Trends
27:00 ETFs and Tax Strategies
35:20 Innovative Risk-Defined ETFs
36:38 Introducing LumidaETF
36:52 Investment Strategies and Market Conditions
37:13 The Art of Selling and Buying
37:36 Challenges of Buying the Dip
38:41 Case Studies: Lululemon and Abercrombie & Fitch
39:59 PayPal vs. PaySafe
47:37 Tesla: A Deep Dive
52:34 Energy and Utility Investments
01:03:23 Final Thoughts and Future Outlook
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00:00 Introduction to Non Consensus Investing
00:31 Meet Paul Mann: Chairman and CEO of ASP
01:42 The Importance of Silicon 28 in Semiconductors
07:11 Geopolitical and Technological Aspects of Isotope Enrichment
13:53 Challenges and Innovations in Uranium Supply
22:53 Exploring HALU and Quantum Enrichment
28:09 Medical Applications and Isotope Opportunities
32:37 Business Potential and Market Dynamics
36:20 Discussing Margins and Business Strategy
37:53 Technical Feasibility and Readiness
39:06 Investment and Plant Operations
41:42 Customer Contracts and Capital Investment
45:32 Company Background and Founding Story
52:25 Building the Team and Overcoming Challenges
54:02 Public Markets and Financing Strategy
59:31 Future Plans and Market Position
01:06:06 Conclusion and Final Thoughts
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00:00 Introduction to Non Consensus Investing
00:28 Welcoming Giuliano and SoFi Discussion
01:28 Giuliano's Background and CompassPoint
04:52 Deep Dive into SoFi's Business Model
13:08 Valuation and Accounting of Personal Loans
17:57 Fair Value Accounting and Market Comparisons
39:16 Credit Performance and Default Rates
43:43 Impact of Management Assumptions on Earnings
47:44 Earnings and Revenue Quality Analysis
49:18 Tech Business Potential and Challenges
51:14 NBA Sponsorship and Marketing Strategy
54:33 Mortgage Servicing Rights Explained
54:51 Mr. Cooper Group: A Deep Dive
01:04:23 SoFi's Loan Quality and Growth Strategy
01:23:57 Life as an Analyst: Insights and Challenges
01:30:16 Conclusion and Final Thoughts
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