최고 Realestatefederalreserve 팟캐스트 (2024)

1
OPPORTUNITIES IN COMEUPPANCE 27:36

17h ago27:36

27:36

With special guest Dan Zwirn, CEO and CIO of Arena Investors.

1
The ABCs of CLOs 30:44

27d ago30:44

30:44

With special guest John Kerschner, head of U.S. securitized products at Janus Henderson Investors.

1
THE BUSINESS OF INCOME 29:47

1M ago29:47

29:47

With special guest Daniel Peris of Federated Hermes.

1
INFLATIONARY INSURANCE 32:49

2M ago32:49

32:49

With special guests Steve Virgili and Steve Shapiro of New Vernon Wealth Management.

1
AROUND THE BEND 36:10

2M ago36:10

36:10

With special guest, Alex J. Pollock, a senior fellow at the Mises Institute.

1
BIG THINGS COME IN SMALL PACKAGES 36:22

4M ago36:22

36:22

With special guest Mario Cibelli, managing partner at Marathon Partners Equity Management.

1
A CURRENCY AFFAIR 38:08

5M ago38:08

38:08

With special guest Brent Donnelly, president of Spectra Markets.

1
MURDER BY HIGHER RATES 40:46

5M ago40:46

40:46

With special guest Jim Bianco, president and macro strategist at Bianco Research.

1
THE WORLD'S RUNNER-UP 33:04

6M ago33:04

33:04

With special guest Shehzad Qazi, managing director of China Beige Book International.

1
DIVING INTO A SCAM 43:06

7M ago43:06

43:06

With special guest Zeke Faux, the author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

1
ABSOLUTLEY INADMISSIBLE IDEAS 44:23

9M ago44:23

44:23

With special guest Martin Hutchinson, author of The Bear's Lair.

1
DISTRESSED DEBT EXPERTS 46:14

10M ago46:14

46:14

With special guests David Aviram and Ted Martell, co-founders of Maverick Real Estate Partners.

1
VALUE RESTORATION PROJECT 43:58

10M ago43:58

43:58

With special guest Seth A. Klarman, CEO of the Baupost Group.

1
NO LEARNING, ONLY CYCLES 27:00

10M ago27:00

27:00

With special guest Douglas J. Lucas, creator of Stories.Finance.

1
SOME OF THE OLD TIME RELIGION 31:38

10M ago31:38

31:38

With special guest John D. Spears, Managing Director of Tweedy, Browne.

1
NO EQUITY IN EQUITIES 34:01

11M ago34:01

34:01

With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.

1
DISPATCHES FROM THE OPPOSITION 36:25

11M ago36:25

36:25

With special guest Dan Rasmussen, founder and CIO of Verdad Advisers.

1
Non-linear returns 34:05

1y ago34:05

34:05

With special guest Harley S. Bassman, managing partner at Simplify Asset Management.

1
SMALL CAP HUNTING 34:07

1y ago34:07

34:07

With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management.

1
VALUE IN THE REVILED 43:49

1y ago43:49

43:49

With special guests Michael and Samuel Ashner of Winthrop Capital Partners.

1
Valuation, Demographics, Urbanization 40:07

1y ago40:07

40:07

With special guest John Haskell, founder and chief investment officer of Atla Capital Management.

1
Market Neutral Returns 42:35

1y ago42:35

42:35

With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.

1
Value in biotech 28:37

1y ago28:37

28:37

With special guest, Marc Schneidman, the founder and CIO of Aquilo Capital Management.

1
Destruction of value 47:00

1+ y ago47:00

47:00

With special guest, William D. Cohan, the author of "Power Failure: The Rise and Fall of an American Icon."

1
BEHIND THE SCENES 30:39

1+ y ago30:39

30:39

Jim, Evan and Phil discuss how an issue of Grant's comes together.

1
Digital Landlords 35:01

1+ y ago35:01

35:01

With special guest, Adam Simmons, the co-founder and president of Dgtl Infra.

1
The Right Information That Matters 45:23

1+ y ago45:23

45:23

With special guests, Thomas Morton and Prem Nainani of Aplomado Advisors.

1
ALL THINGS TELECOM 37:25

1+ y ago37:25

37:25

With special guest, Craig Moffett, renowned telecom analyst and co-founder of MoffettNathanson.

1
The Nature and Essence of Interest 42:55

2y ago42:55

42:55

With special guest, Edward Chancellor, the author of "The Price of Time."

1
Making Markets 36:04

2y ago36:04

36:04

With special guest, Doug Cifu, CEO of Virtu Financial.

1
Inflation! 33:45

2y ago33:45

33:45

With special guest, Steve Forbes, the chairman and editor-in-chief of Forbes Media.

1
Real Estate 360 35:06

2y ago35:06

35:06

In conversation with Jonathan Litt, founder and CIO of Land & Buildings.

1
The 70% Club 39:15

2y ago39:15

39:15

With special guest, Martin Hale, technology reinvention specialist and founder of Hale Capital Partners.

1
A King's Empire 36:51

2y ago36:51

36:51

With special guest, Mary Childs, the author of "The Bond King: How One Man Made a Market, Built an Empire, and Lost It All."

1
Opportunities in commodities 41:22

2y ago41:22

41:22

In conversation with Leigh Goehring and Adam Rozencwajg of Goehring & Rozencwajg Associates.

1
All About Privates 34:04

2y ago34:04

34:04

With special guest, Omeed Malik, founder and CEO of Farvahar Partners.

1
The Restaurant Economy 25:00

2y ago25:00

25:00

In conversation with John Hamburger, founder and president of Franchise Times Corp.

1
Exciting times in global macro 31:50

2y ago31:50

31:50

With special guest, Octavio Costa, portfolio manager at Crescat Capital.

1
Meme stock mania 35:54

2y ago35:54

35:54

In conversation with Spencer Jakab, the award-winning investing columnist and author of “The Revolution That Wasn’t.”

1
Unauthorized thinking 43:49

2y ago43:49

43:49

In conversation with the leading green chicken, Doomberg.

1
Breaking the American economy 41:52

2+ y ago41:52

41:52

With special guest, Chris Leonard, author of "The Lords of Easy Money."

1
Beneath the surface 31:50

2+ y ago31:50

31:50

Special guest Dean Curnutt, founder and CEO of Macro Risk Advisors, joins this week's episode.

1
The insider's guide to operations 23:03

2+ y ago23:03

23:03

With special guest, Scott Matthews, vice president of global operations at Hygiena, Inc.

1
When everything's absurd 37:45

2+ y ago37:45

37:45

In conversation with, the comedian, Remy Munasifi.

1
The great startup delusion 27:13

2+ y ago27:13

27:13

With special guest, Eliot Brown, co-author or "The Cult of We."

1
Short selling across the pond 29:32

3y ago29:32

29:32

With special guest, Matthew Earl, managing partner and founder of ShadowFall Capital & Research.

1
A place for bonds? 35:59

3y ago35:59

35:59

In conversation with Peter Chiappinelli of GMO’s asset allocation team.

1
Asymmetric returns in crypto 30:54

3y ago30:54

30:54

In conversation with Paul Brodsky, managing partner at PostModern Partners.

1
Engine of Inequality 34:16

3y ago34:16

34:16

With special guest, Karen Petrou, co-founder and managing partner at Federal Financial Analytics.

1
Tech phoenixes 30:10

3y ago30:10

30:10

In conversation with Martin Hale, Jr., CEO and portfolio manager at Hale Capital Partners.

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