Beste Curve Cycling Podcasts (2024)

1
This is about business cycles, not who's going to be president 29:56

35m ago29:56

29:56

The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). I…

1
61. Stock Market MakeHER Update: (11.04.24 AI Series) 12:27

7h ago12:27

12:27

⁠Subscribe to our Weekly Stock Market Update Newsletter!⁠ This Week in the Stock Market: 11.04.24 In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. The host…

1
Who Is Going to Win the 2024 U.S. Elections? | Henry Olsen 51:47

15h ago51:47

51:47

In Episode 387 of Hidden Forces, Demetri Kofinas speaks with political analyst, author, and host of “Beyond the Polls,” Henry Olsen about the state of the 2024 presidential race and what to expect from what could be the most contested election in American history. Henry tells us how each candidate is performing in the key swing states and districts…

1
Bitcoin vs. gold: what investors should know 26:16

1d ago26:16

26:16

Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestima…

1
Market Next Week: How Will the U.S. Election and Fed Rate Decision Shape the Markets? 12:48

3d ago12:48

12:48

🎙Welcome to Market Dive, your weekly deep dive into the world of finance and investing! Nika and Kian will discuss the potential impact of the upcoming U.S. presidential election and the Federal Reserve’s anticipated rate cut on the stock and bond markets. With both events on the horizon, the stakes are high for investors who want to position thems…

1
Energy additions, not transitions and navigating a Trump or Harris Win 32:40

2d ago32:40

32:40

Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong …

1
Quant Investing: Can Machine Learning Really Predict Market Moves? 15:59

3d ago15:59

15:59

🎙Welcome to Market Dive, your weekly deep dive into the world of finance and investing! Nika and Kian explore the world of quantitative investing, discussing how traditional factor-based approaches are evolving with machine learning, and what this means for both institutional and retail investors. They break down the evolution from simple value and…

1
60. Replay: Order Routing, Market Makers, PFOF and Dark Pools Explained 27:06

4d ago27:06

27:06

Since we recently learned about Stock Lending, Short Selling, P/E Ratio, and Stock Valuation in the last 2 episodes, we figured it's a good time to revisit our episode on Dark Pools, PFOF, Order Routing, and Market Makers (not to be confused with Market MakeHERS 😉). This also happens to be a Halloween episode from last year, so enjoy our costumes i…

1
Tech stocks: staying ahead of the curve 38:08

4d ago38:08

38:08

What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28…

1
Data + Love = Data School, Cycling, and Questionable Team Names with Quinn Serfass 55:24

6d ago55:24

55:24

Data Consultant Quinn Serfass pops by to talk about his experience in the first cohort of Data School NYC, his passion for sports, and more Hire him, he's now a free agent! --- Support this podcast: https://podcasters.spotify.com/pod/show/datapluslove/support

1
AI, data centers and energy demand 33:13

6d ago33:13

33:13

Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00). …

1
Turning Point: A New Security Order in the Middle East? | Joshua Landis 56:48

8d ago56:48

56:48

In Episode 386 of Hidden Forces, Demetri Kofinas speaks with the Director of the Center for Middle East Studies at the University of Oklahoma, Joshua Landis about two possible futures for the Middle East: The first will be defined by perpetual conflict, insecurity, and the specter of nuclear proliferation. The second would be defined by a tenuous, …

1
Is November a Bullish Month for the S&P 500 During Election Cycles? 11:59

10d ago11:59

11:59

🎙 Welcome to Market Dive, your weekly deep dive into the world of finance and investing! Nika and Kian will discuss how the S&P 500 performs specifically in November during U.S. presidential election years, drawing on trends across eight election cycles from 1992 to 2020. This episode dives into how political outcomes and economic contexts shape ma…

1
59. What Is P/E Ratio and Stock Valuation? 33:01

10d ago33:01

33:01

How do you know if a stock is "on sale" or expensive to buy right now? In this Market MakeHer podcast episode, we'll learn all about stock valuation and how to look at the price-to-earnings ratio to make informed investing decisions. We discuss how to determine if a stock is overpriced or underpriced, the significance of earnings potential, and the…

1
268: Manufacturing Shutters & Company Culture | 🪟 Rick Skidmore of Timberlane Inc. 1:06:53

9d ago1:06:53

1:06:53

Rick Skidmore is the Founder and CEO at Timberlane, Inc. Having been born an entrepreneur, it should have been clear early on that despite considerable success in the insurance and investment industry, Rick's future was outside the traditional career path. Rick founded his current company, Timberlane Inc., in 1995, based on a passion and a gaping n…

1
Will war trigger a bear market and spike in oil? 56:39

15d ago56:39

56:39

James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35). Show Notes: Successful Portfolio Strateg…

1
040. What are ISA accounts in UK? 6:22

15d ago6:22

6:22

In this episode, we explore ISAs (Individual Savings Accounts) and how they can help you save or invest tax-free. We'll break down the different types of ISAs—Cash, Stocks & Shares, Lifetime, and Innovative Finance—and discuss which one might be right for your financial goals. Whether you're saving for the future or looking to grow your investments…

1
Stock Market Next Week: Is a 7% Gain in November and December Possible Again? 7:24

17d ago7:24

7:24

🎙Welcome to Market Dive, your weekly deep dive into the world of finance and investing! In today's episode, Nika and Kian will discuss a bullish outlook for continued growth in the stock market. Despite concerns around high valuations and global uncertainties, they’ll explore why many experts believe there’s still room for the market to climb, espe…

1
Behind the Numbers: Q3 Earnings Analysis of the Magnificent Seven (In Simple Words) 11:05

18d ago11:05

11:05

🎙Welcome to Market Dive, your weekly deep dive into the world of finance and investing Episode Summary: This episode, Nika and Kian, will unravel the anticipated third-quarter earnings reports for the "Magnificent Seven" tech giants: Apple, Microsoft, Alphabet, Nvidia, Tesla, Meta, and Amazon. We'll dissect key themes, analyst expectations, and pot…

1
58. What is Stock Lending? 27:15

17d ago27:15

27:15

In this episode of the Market MakeHer podcast, we delve into the topic of stock lending, addressing a listener's question about whether retail investors should participate in this practice. We explain the mechanics of stock lending, its relationship with short selling, and the potential benefits and risks involved. The discussion also covers tax im…

1
Banks, thrifts and takeover candidates 7:46

19d ago7:46

7:46

Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation. Find out more about Sifting the World Read the transcript! For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…

1
039. What is staking? 6:01

20d ago6:01

6:01

In this episode, we dive into the world of crypto staking—what it is, how it works, and why it's gaining popularity among cryptocurrency investors. We'll explain the basics of staking, how it differs from mining, and how you can earn rewards by helping to secure blockchain networks.

1
Data + Love = Pizza and Perfectionism with Luke Stanke 52:24

20d ago52:24

52:24

Pizza perfectionist and data nerd Luke Stanke returns to the show. We talk career journeys, workplace trauma, share pizza tips, and torch any likability we had. --- Support this podcast: https://podcasters.spotify.com/pod/show/datapluslove/support

1
REITs: very bond-like 34:04

20d ago34:04

34:04

Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:3…

1
57. Stock Market MakeHER Update: 10.14.24 (New AI Series) 16:31

22d ago16:31

16:31

Subscribe to our Weekly Stock Market Update Newsletter! In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. The hosts delve into the current state of the stoc…

1
Financial Markets and the AI Revolution | Adam Butler 51:23

22d ago51:23

51:23

In Episode 385 of Hidden Forces, Demetri Kofinas speaks with Adam Butler, the CIO of Resolve Asset Management, an alternative asset management firm that focuses on providing cutting-edge, globally diversified, and systematic investment strategies that are non-correlated to traditional portfolios. In the first hour, we explore the structural changes…

1
Stock Market Next Week: Key Economic Data Releases Next and What Investors Need to Know 10:37

24d ago10:37

10:37

🎙Welcome to Market Dive, your weekly deep dive into the world of finance and investing! In this episode, Nika and Kian delve into the kickoff of the third-quarter earnings season, the latest inflation reports, and the market's reaction to Tesla's recent robotaxi event. They will also provide a comprehensive market outlook and discuss key events to …

1
038. What are treasury bonds? 8:22

25d ago8:22

8:22

In this episode, we break down the world of Treasury bonds—what they are, how they work, and why they're a key tool for both investors and the U.S. government. From understanding interest rates to exploring the role of bonds in your investment portfolio, we’ll cover the basics and help you decide if Treasury bonds are the right fit for your financi…

1
56. How to Construct & Manage an Investment Portfolio 33:52

25d ago33:52

33:52

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats. So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio managemen…

1
Who Should NOT Invest in Total Market Index Funds? Summary 12:30

28d ago12:30

12:30

🎙Welcome to Market Dive, your deep dive into the world of finance and investing! Join your hosts, Nika and Kian, as they explore the latest market trends, investment strategies, and financial insights. In this episode, we provide a comprehensive summary of the Rational Reminder podcast, where the hosts challenge the one-size-fits-all approach of ma…

1
6 fundamentally strong beaten-up stocks with Steven Cress 46:40

29d ago46:40

46:40

Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27. Episode transcripts Show Notes: 6 Beaten Dow…

1
Moving From an Income-Driven to a Credit-Driven Cycle | Bob Elliott 55:24

29d ago55:24

55:24

In Episode 384 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments. Demetri asked Bob Elliott back on the podcast today to discuss the big macroeconomic story everyone’s been…

1
Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma 50:39

30d ago50:39

50:39

Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pf…

1
037. What is digital custody? 3:23

30d ago3:23

3:23

In this episode, we unravel the complexities of digital custody for crypto assets—exploring the hot and cold storage, and the best practices for keeping your digital wealth safe. Whether you're a seasoned investor or just dipping your toes into the blockchain, we’ll guide you through the ins and outs of protecting your crypto.…

1
Stock market next week: Investors wonder what’s to come after tumultuous October start 8:58

1M ago8:58

8:58

🎙Welcome to Market Dive, your deep dive into the world of finance and investing! Join your hosts, Nika and Kian, as they explore the latest market trends, investment strategies, and financial insights. This week, we're taking a close look at the rocky start to October in the stock market. We'll be discussing the various factors causing this volatil…

1
55. Replay: How did the Stock Market Perform Under Biden vs. Trump? 29:39

1M ago29:39

29:39

[This episode was originally recorded on July 05, 2024, before Biden dropped out of the Presidential Election Race. We examined historical data, facts, and statistics of what happens to the stock market when there is a Republican vs Democrat as President of the U.S.] During election years, the stock market tends to experience increased volatility d…

1
Smart Investing Secrets: Common Myths for Beginner Investors 12:32

1M ago12:32

12:32

🎙 Welcome to the Market Dive Podcast! In this episode, Nika and Kian summarize the top investing lessons from Episode 195 of The Rational Reminder Podcast with Benjamin Felix and Cameron Passmore. They tackle prevalent misconceptions that often mislead beginner investors, using research and data to provide a more nuanced understanding of key invest…

1
036. What is the difference between DB and DC pension funds? 6:21

1M ago6:21

6:21

In this episode, we dive deep into the world of retirement savings with a breakdown of the two heavyweights: Defined Benefit (DB) and Defined Contribution (DC) pension plans. Wondering which one can better secure your financial future? We'll explain how DB plans promise a steady retirement income while DC plans offer flexibility and growth potentia…

1
Disruptions and delays usually bullish for shipping rates - J Mintzmyer 30:59

1M ago30:59

30:59

Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest r…

Podcasts, die es wert sind, gehört zu werden

Curve Cycling Podcasts

Podcasts, die es wert sind, gehört zu werden

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