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E17: How Quants See the World
Manage episode 423269434 series 3529350
Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets.
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The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co
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Check out Erik's new show
Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.Watch and Subscribe on Substack:
Thanks to our sponsor: BRAVE
Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.
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LINKS:
Byrne’s writing: thediff.co
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X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:44) Understanding Mispricing in Public Companies
(03:28) Case Study: Boeing's Business Value
06:29 The Role of Professional and Retail Investors
(12:07) Why Some Investors Matter More Than Others
(18:49) Sponsor: Brave
(19:51) Unpacking Risk in Investment
(25:42) Gold and Bitcoin in Investment
(28:54) On Yield, Buybacks, and Dividends
(39:11) Short Selling in Financial Markets
(51:15) Earnings Guidance and Corporate Communication
(56:17) Wrap
68 Episoden
Manage episode 423269434 series 3529350
Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets.
---
The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co
---
Check out Erik's new show
Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.Watch and Subscribe on Substack:
Thanks to our sponsor: BRAVE
Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.
---
LINKS:
Byrne’s writing: thediff.co
---
X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
---
TIMESTAMPS:
(00:00) Intro
(00:44) Understanding Mispricing in Public Companies
(03:28) Case Study: Boeing's Business Value
06:29 The Role of Professional and Retail Investors
(12:07) Why Some Investors Matter More Than Others
(18:49) Sponsor: Brave
(19:51) Unpacking Risk in Investment
(25:42) Gold and Bitcoin in Investment
(28:54) On Yield, Buybacks, and Dividends
(39:11) Short Selling in Financial Markets
(51:15) Earnings Guidance and Corporate Communication
(56:17) Wrap
68 Episoden
Alle Folgen
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