Bespokecast

Bespokecast Episode 31 — Alexandra Scaggs

Bespoke Investment Group — Tue, 01 Oct 2019 15:45:01 +0000

In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron’s. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of liquidity that didn’t exist […]

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Bespokecast Episode 30 — Petr Pinkhasov

Bespoke Investment Group — Sun, 12 May 2019 16:00:54 +0000

In this new episode of Bespokecast we sit down with Petr Pinkhasov of Jade Market Analytics. Petr is the founder of Jade and has a unique perspective on macro markets. His research focuses on cross-asset relationships, identifying repeating patterns in prices, and trade construction. Over the course of his career, Petr has worked at a variety of macro-oriented […]

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Bespokecast Episode 28 — Kevin Muir

Bespoke Investment Group — Fri, 18 Jan 2019 15:04:23 +0000

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, we sit down with Kevin Muir, the Market Strategist […]

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Bespokecast Episode 27 — Patrick Wyman

Bespoke Investment Group — Wed, 07 Nov 2018 22:08:11 +0000

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Bespokecast Episode 26 — Horacio Coutino

Bespoke Investment Group — Fri, 22 Jun 2018 18:24:42 +0000

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, we have a long conversation with Horacio Coutino of ETM […]

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Bespokecast Episode 25 – Jim O’Shaughnessy

Bespoke Investment Group — Tue, 12 Jun 2018 19:23:52 +0000

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk to Jim O’Shaughnessy of O’Shaughnessy Asset Management. Jim is […]

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Bespokecast Episode 24 – Ernie Tedeschi

Bespoke Investment Group — Tue, 17 Apr 2018 14:00:38 +0000

In this episode of Bespokecast, we talk to Ernie Tedeschi of Evercore ISI. Ernie is a policy economist and Head of Fiscal Analysis, and has been immersed in analysis of public policy his entire career. He's had broad experience in the private sector, as well as working at the US Treasury for several years in a policy evaluation role. In our discussion, we focus on the current policy backdrop for the US, primarily through the lens of the newly released long-term budget and economic growth forecasts updated by the CBO in early April. We also review Fed policy, and get Ernie's thoughts on Amazon's HQ2, the outlook for the Bay Area, and more. You can follow Ernie on Twitter here and see what he's writing on Medium here.

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Bespokecast Episode 23 – Darin Friedrichs

Bespoke Investment Group — Mon, 19 Mar 2018 22:01:30 +0000

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk Darin Friedrichs, an agriculture markets expert and trader based […]

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Bespokecast Episode 22 – Srinivas Thiruvadanthai

Bespoke Investment Group — Fri, 23 Feb 2018 16:31:22 +0000

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk to Jerome Levy Forecasting Center Managing Director and Director of […]

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Bespokecast Episode 21 – Jill Carlson & Dan Ciotoli

Bespoke Investment Group — Mon, 29 Jan 2018 01:03:14 +0000

In this episode of Bespokecast, we have two guests. Jill Carlson (@_jillruth and jill-carlson.com) is an independent blockchain analyst and developer, with experience trading, academically researching, and building crypo products. She's a former bond trader with a nuanced and practical view of the space but an optimistic outlook for the implications and possible deployments of blockchain tech. Dan Ciotoli is Bespoke's crypto analyst. You can see his work on @bespokecrpyto. Dan has an undergraduate degree in computer science and is hugely enthusiastic about the crypto space, while retaining a healthy dose of skepticism about the current market. We managed to make it most of the way through our discussion without discussing price action; instead, we focused on the underlying technology and philosophy of crypto products and the blockchain, discussing both what it does well and misapplications. If you're not at least generally familiar with what blockchain and crypto are, we strongly recommend our Bespoke Brief on the subject, which you can read here.

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Bespokecast Episode 20 – @Chigrl

Bespoke Investment Group — Fri, 19 Jan 2018 22:36:59 +0000

We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of Bespokecast, […]

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Bespokecast Episode 19 – Eddy Elfenbein

Bespoke Investment Group — Thu, 30 Nov 2017 22:14:10 +0000

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Bespokecast Episode 18 – George Livadas

Bespoke Investment Group — Tue, 21 Nov 2017 13:27:02 +0000

In our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of notes we mention specifically during our talk. You can also follow George on Twitter @upslopecapital.

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Bespokecast Episode 16 – Michelle Leder

Bespoke Investment Group — Thu, 28 Sep 2017 21:46:07 +0000

In our newest conversation on Bespokecast, we talk to Michelle Leder of Footnoted*, who specializes in digging deep into SEC filings for nuggets of information companies bury inside. Michelle's career started in journalism but has evolved into independent research, giving her a unique qualitative perspective on financial markets. We talk about her process, the process of company filings, and the keys to identifying language that raises red-flags. We also got a chance to discuss how she feels about running a small business and working from home from sunny Los Angeles. We hope you enjoy the conversation! You can also follow Michelle on Twitter here.

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Bespokecast Episode 15 – Karthik Sankaran

Bespoke Investment Group — Tue, 01 Aug 2017 22:13:56 +0000

In our newest conversation on Bespokecast, we sit down with Karthik Sankaran of Eurasia Group. Karthik is Director of Global Strategy for Eurasia Group, a role that requires him to integrate global economics, financial markets, and politics. His understanding of history, theory, and practice of the different disciplines he uses gives a fascinating perspective on current events and what happens next. In our conversation, we discuss his career path, global financial imbalances (and their political roots), the Eurozone's "immune system", Angloskpeticism, where to get the best Chinese food in New York City, and what it's like to speak five languages in a world increasingly concentrated on English. We hope you enjoy the conversation! You can catch more of Karthik's thoughts on Twitter here. Please note that not all podcasting services pick up our episodes right away, so there may be a small delay between when you read this and when the podcast hits your feed. You can listen to the current episode immediately by clicking the button below.

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Bespokecast Episode 14 – Herb Greenberg

Bespoke Investment Group — Fri, 14 Jul 2017 21:07:29 +0000

In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBC, The San Francisco Chronicle, and Crain's Chicago Business. It was fascinating to hear his perspective on the intellectual task of evaluating companies, and how his earlier endeavors as a reporter helped to shape that approach. We also talked about the differences between Miami and California, the time management challenge of writing research, and some of the name's he's focused on recently. We hope you enjoy the conversation!

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Bespokecast Episode 13 – Louis Navellier

Bespoke Investment Group — Thu, 22 Jun 2017 04:01:02 +0000

In our newest conversation on Bespokecast, we talk to Louis Navellier, the founder of Navellier & Associates. Louis has been writing about the stock market since the early 1980s, and his firm offers a range of services for clients including portfolio management, advisory, and mutual funds. Louis brings a unique and highly quantitative approach to investing, and has from the very start of his work on market efficiency and factors which drive outperformance. We discuss in depth his entry into the industry, the approach he uses in analyzing the markets, and his detailed views around ETFs and their impact on liquidity and volatility. Louis had a number of interesting perspectives on the relationship between yields and equity prices as well as monetary policy. We hope you enjoy the conversation!

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Bespokecast Episode 12 – Marc Cohodes

Bespoke Investment Group — Wed, 07 Jun 2017 07:01:26 +0000

In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his process for picking out companies unlikely to succeed. Marc goes into detail on his approach, including how he thinks about finding potential shorts, timing, and risk management. He discusses with us recent successful shorts including Valeant, Concordia, and Home Capital Group, as well as another new bear case he has been building a position in Badger Daylight. You can read more about Badger at Marc's website discussing the company. Marc is the first short seller we've had on Bespokecast, and we learned a ton about his approach to the market. We hope you do too!

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Bespokecast Episode 11 – Pete Najarian

Bespoke Investment Group — Fri, 12 May 2017 01:23:54 +0000

In our newest conversation on Bespokecast, we spoke to Pete Najarian, Co-Founder of Investitute. Pete is a long-time contributor on CNBC's Fast Money and Fast Money Halftime Report, and a financial markets veteran with experience across the options world including the CBOE's pits where he got his start. Prior to entering the financial industry, Pete played for the Minnesota Golden Gophers in the NCAA and the Tampa Bay Buccaneers and Minnesota Vikings in the NFL. We loved talking to him about his experience playing football, how athletics helped him in the industry, and what he thinks about the future of the game. Our conversation also touched on the skills necessary to have success trading options, some detail on strategies he uses to stay ahead of the market, and the impact of volatility products like VIX-linked ETFs or ETNs on the market for single name equity options. If you're interested in options, be sure to visit Pete and his brother John's site -- Investitute -- where they run their "Unusual Options Activity" service. We learned a lot chatting with Pete, and we hope you enjoy listening!

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Bespokecast Episode 10 – Josh Brown

Bespoke Investment Group — Mon, 24 Apr 2017 03:59:40 +0000

In our newest conversation on Bespokecast, we spoke to Josh Brown, the CEO of Ritholtz Wealth Management. Josh is a contributor on CNBC’s daily show Fast Money Halftime Report, has written two books about the financial markets, regularly writes on his blog The Reformed Broker, and has a huge following on Twitter. Our conversation was wide-ranging, […]

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Bespokecast Episode 9 – Charles Kirk

Bespoke Investment Group — Sat, 15 Apr 2017 23:51:15 +0000

In our newest conversation on Bespokecast, we spoke to Charles Kirk -- trader and author of The Kirk Report. Charles has been a leading commentator and analyst of US equity markets since the early 2000s, and he has a long history of collaboration with other investors and analysts, including our firm. We were thrilled to have him on to talk about his career, his unique blend of technical and fundamental analysis, what has helped shape his approach to investing, and how he views the current equity market.

During our conversation, Charles discusses the longer-term pattern currently driving the S&P 500; you can see that chart here. We also spoke with Charles about the advantages of working in the Hawaiian time zone, his passion for pickleball and golf, and the collaborative approach which has helped him find success in the markets. We hope you enjoy the conversation as much as we did!

Listeners can read about or contact Charles directly through his website or at his wiki page.

If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

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Bespokecast Episode 8 – PJ Gorynski

Bespoke Investment Group — Fri, 24 Mar 2017 13:35:16 +0000

In our newest conversation on Bespokecast, we speak with Bespoke Market Intelligence co-founder PJ Gorynski. PJ runs Bespoke's primary research business, conducting consumer and business surveys for institutional clients that offer insight into the trends and drivers of businesses. In our wide-ranging conversation, we discuss how clients use Bespoke's survey data to see deeper into business models, also discussing the state of the hedge fund industry and specific names covered in PJ's research including Chipotle (CMG), GameStop (GME), Snapchat (SNAP), and Volkswagen (VLKAY). The Queens native also gives us some insight into the best pizza in New York and the agony of New York Mets fandom. We hope you enjoy the conversation!

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Bespokecast Episode 7 – Helene Meisler

Bespoke Investment Group — Wed, 08 Mar 2017 23:27:09 +0000

In our newest conversation on Bespokecast, we speak with renowned technician and market commentator Helene Meisler. Helene has had a long career in financial markets, starting in the early 1980s with Cowen before becoming the only technician on staff at Goldman Sachs in the mid-1980s. She offers a valuable, experienced perspective on markets, trading, and technical analysis. Currently, Helene's observations are widely followed on Twitter and she writes a daily column at RealMoney.com. We really enjoyed hearing her perspective on the markets and we hope you enjoy the conversation!

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Bespokecast Episode 6 – Rob Bartenstein

Bespoke Investment Group — Thu, 09 Feb 2017 14:32:42 +0000

In our newest conversation on Bespokecast, we speak with investment advisory industry veteran Rob Bartenstein. Rob is the CEO of Kestra Private Wealth, and he's also a regular guest on financial networks like CNBC and Fox Business. Kestra is a platform for registered investment advisors. In our conversation, we discuss the current state of the investment advisory industry including the pending Department of Labor fiduciary rule. Rob also discusses his views on the market and the outlook for the economy. We learned a lot talking to Rob and think you will too!

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Bespokecast Episode 5 – Meb Faber

Bespoke Investment Group — Wed, 18 Jan 2017 14:52:44 +0000

In our newest conversation on Bespokecast, we speak with investor, blogger, analyst, and commentator Meb Faber. Meb is the CIO of Cambria Investments, has written three books on investing as well as 10 white papers and countless blog posts. You can follow his work at MebFaber.com. Cambria's ETFs cover a broad swathe of US and global equity markets as well as asset allocation and fixed income. For Meb and Cambria, evidence-based investing is at the core of their investment approach, and we spend much of the podcast discussing the specific investment strategies this leads to. We were thrilled to record this conversation and are very excited with how it turned out. We hope you feel the same!

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Bespokecast Episode 4 – Joe Weisenthal

Bespoke Investment Group — Thu, 22 Dec 2016 02:57:06 +0000

In our newest conversation on Bespokecast, we speak with Bloomberg Markets Managing Editor Joe Weisenthal. Joe is a living clearinghouse for information and news on financial markets, with a huge presence on Twitter, the Odd Lots podcast co-hosted with Tracy Alloway, and a daily show on Bloomberg TV (What Did You Miss?). He's been on the forefront of financial media since the mid-2000s, starting TheStalwart.com before joining Business Insider early in that company's ascent in the digital media space. Joe has a fascinating perspective on markets and the media that cover them. In our hour-long conversation, we cover a range of topics, including his career path, how he thinks about the modern media landscape, the disconnect between accepted wisdom and actual events this year, and how becoming a father has impacted his career. We had a lot of fun recording this conversation and we hope you enjoy it!

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Bespokecast Episode 3 – Katie Stockton

Bespoke Investment Group — Thu, 08 Dec 2016 14:24:32 +0000

In our newest conversation on Bespokecast, we speak with BTIG Chief Technical Strategist Liz Anne Sonders. Katie is one of the top technicians around, and this is a wide-ranging discussion on technicals as an investment strategy that is both educational and instructive. Katie has a long career in markets and has been immersed in the discipline of technical analysis right from the beginning. In our hour-long conversation, we get her basic approach to technicals, background about the goals and toolkits that technicians use, and her current view of market technicals. We also discuss non-market topics, including the work-life balance for finance professionals with families. We had a fantastic time recording this conversation, and we hope you enjoy it!

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Bespokecast Episode 2 – Liz Ann Sonders

Bespoke Investment Group — Wed, 16 Nov 2016 03:54:35 +0000

In our newest conversation on Bespokecast, we speak with markets savant Liz Ann Sonders. From her early days as a guest on Lou Rukeyser's Wall Street Week to her current role as Chief Investment Strategist for Charles Schwab, Liz Ann has developed a wide following in the industry throughout her impressive career. Our wide-ranging conversation with Liz Ann covers a number of topics including her career, the changes in financial markets media coverage we've seen in recent years, shifts in investment strategy between passive and active management, the current state of the global economy, and changes in the market landscape following the US Presidential election. It was great to get a chance to talk to Liz Ann, and we hope you enjoy the discussion!

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Bespokecast Episode 1 – Mark Dow

Bespoke Investment Group — Mon, 24 Oct 2016 12:17:06 +0000

This week, our guest is IMF and hedge fund veteran Mark Dow. Mark’s blog Behavioral Macro and his Twitter account @mark_dow are widely followed for their insights into macro investing, and he was kind enough to spend an hour with us discussing his background, trading strategy, views on some specific asset classes and the economy, and risk management. We hope you enjoy the discussion.

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