Episódios
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My guests are Adam Siegel and Brian Anast of Esoterica Investments. We discussed a fascinating option position that took the opposite view from many recently fashionable ETFs.
You can read more about Esoterica at esoinv.com See the latest episodes: fatalpha.com/podcast
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My guest is Harvey Sawikin co-founder of Firebird Management and lead manager of Firebird’s Eastern Europe and Russia funds. We discuss Bank of Georgia (listed in London with the ticker BGEO), Georgia politics and macro, as well as Emerging Markets in general. You can read more about Harvey and his firm at fbird.com, check out his substack at harveysawikin.substack.com, or read the fictional book he wrote at shorturl.at/paoXCSee the latest episodes: fatalpha.com/podcast
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My guest is Austin Crites, Chief Investment Officer of Aurora Asset Management. We discuss Lovesac which is listed in the U.S. with the ticker LOVE. You can reach Austin at auroramgt.com or his Twitter at x.com/austincrites1 See the latest episodes: fatalpha.com/podcast
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My guest is Evan Tindel, Chief Investment Officer of Bireme Capital. We discuss British American Tobacco that is listed in London with the ticker symbol BATS. You can reach Evan at biremecapital.com or his Twitter at x.com/evantindell See the latest episodes: fatalpha.com/podcast
