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TechSurge: Deep Tech VC Podcast


1 Understanding the Elegant Math Behind Modern Machine Learning 1:14:43
1:14:43
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Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…
Let's Talk ETFs
모두 재생(하지 않음)으로 표시
Manage series 2536164
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
…
continue reading
100 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2536164
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
…
continue reading
100 에피소드
Όλα τα επεισόδια
×On the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs. Contents: 2:15 - Introduction 6:30 - How should investors approach risk going into 2022? 11:15 - Tell us about the buffered outcome ETF series 18:15 - How has the reception been to your products in the investment community? 23:45 - What's the holding period for these instruments? 29:30 - What's your broad view of the markets?…
On this week's episode of Let's Talk ETFs, we have a returning guest joining us. Scott Helfstein, Executive Director of Thematic Investing at ProShares sits back down with Seeking Alpha to discuss the updates and changes to the thematic exchange traded fund marketplace. Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT) Show Notes: 2:45 - Introduction 4:00 - What's new with Proshares since we last spoke? 6:45 - Discuss & break down Smart Factories ETF, MAKX, 13:30 - Discuss & break down Cleantech ETF, CTEX. 18:30 - Discuss & break down Big Data ETF, DAT. 23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand. 28:00 - Proshares ETFs forward looking to changes in global economy 30:30 - Anything else on the thematic horizon for the "next thing"? 36:30 - How is the market reacting to the thematic ETF space? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 How Investors Can Protect Their Portfolio With Real Estate & ETFs 48:21
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On the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research & ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions through the exchange traded fund marketplace. Tickers: RIET, HOMZ Show Notes: 2:15 - Personal and firm background information. 4:15 - Tell us about new RIET ETF. 9:20 - Play RIET and HOMZ jointly? 14:45 - Discuss the overall stance of the housing market. 20:00 - What weaknesses, if any, should investors be looking for in the housing market? 29:15 - Would the housing market cool off if the Fed raises rates? 34:45 - What sources of information can investors use to keep an eye the housing market? 42:40 - Any information in terms of Covid being a factor on real estate? Learn more about your ad choices. Visit megaphone.fm/adchoices…
On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO & CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio. Tickers: (SPX), (SPCX), (DSPC), and (SOGU). Show Notes: 2:00 - Information and background about Tuttle Capital Management 4:45 - Overview of SPACs and the SPACs involved in the ETF market. 8:30 - What future trends and outlooks are foreseen in the SPAC market? 11:00 - What is the main objective behind SPCX? What separates it from the market? 15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU. 18:00 - Where do you see SPACS fitting into an investor's portfolio? 20:00 - How have SPAC ETFs been received, what is the investor communities reaction? 23:30 - Key takeaways about SPACS. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 Risk Management And How It Intertwines With The ETF Landscape 28:43
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In this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds. Tickers: (ASPY), (SPY) Show Notes: 3:00 - Background on Asymmetric ETFs. 4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now? 9:00 - What are the building blocks of the asymmetric ETF (ASPY)? 13:30 - What is the breakdown difference between ASPY and SPY? 19:00 - Where do you see ASPY fitting into a traditional portfolio? 21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 How Options ETFs Can Be Utilized In An Investment Portfolio 32:22
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In the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio. Tickers: (SPYC), (QQC), and (VFIN) Show Notes: 2:45 - Tell us about yourself and Simplify ETFs 7:45 - Elaborate on the reasoning and process of including options in ETFs. 11:45 - How options ETFs can protect against volatility 16:14 - Are there any areas of the ETF market where options are underutilized? 19:30 - Who are the right investors for this type of strategy? 24:00 - How has the market reception been and what are the long term trends? Learn more about your ad choices. Visit megaphone.fm/adchoices…
In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds., Show Notes: 2:30 - Tell us about yourself and Qontigo 6:00 - What is ESG, sustainable investing, all about? 13:00 - What's your long term view of sustainable investing? 19:00 - How do we standardize measurements to create a level playing field? 24:30 - Can you highlight a specific ESG index that would stand out? 28:00 - Why would a non-believer of ESG want to participate in this market? 32:00 - What is driving the momentum in this market and what's holding it back? Learn more about your ad choices. Visit megaphone.fm/adchoices…
In the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets. Tickers: AMZA, PFFR, PFFA, 2:45 - Introduction about yourself and ICA 5:00 - What's ICA's take on inflation? 12:00 - What type of ETFs can investors use to take advantage and deal with inflation? 15:30 - Financials and energy ETFs and how they react to inflation. 17:00 - Deeper dive into commodities. 19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction? 24:10 - What can investors do today to position themselves for tomorrow? 28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA. Learn more about your ad choices. Visit megaphone.fm/adchoices…
In this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder & Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors. Tickers: (KNGS), (BABA), and (JD) 2:30 - Introduction and background to Robert. 6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique? 9:45 - How do you see fears of China's crackdown on tech affecting this market? 17:30 - Stocks to buy and avoid in China? 23:30 - What would you say to convince an investor regarding China that may not be a supporter? 27:30 - Who are the ideal investors for the KNGS ETF? 29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 Where Do Crypto Markets & Digital Transformation Fit Into The ETF Universe 38:18
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On the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well. Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT) Contents: 2:15 - Background to JP Lee and where his role fits in with Van Eck? 4;45 - What's your take on the future of the global digital economy? 11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)? 13:30 - What are the specifications and details around DAPP? 22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency? 28:45 - Where do you see DAPP fitting into a classic portfolio? 31:30 - Will we see a crypto-based ETF in 2021? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 Investing Today in the Economies of Tomorrow, an Emerging Market Edition 33:41
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In this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space. Tickers: (CUBS) Show Notes: 2:00 - Introduction to Dawn Global 5:30 - How has the recent crackdown in Chinese tech space effect EM? 6:30 - What's the overall landscape for emerging markets? 9:30 - Tell us about the Asian Growth Cubs ETF (CUBS) 17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs.. 22:00 - Where do you see CUBS fitting into a traditional portfolio? 24:00 - What are some of the biggest challenges for CUBS in the EM space today? 25:30 - What would you say to someone who's not a believer in EM? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 Robotics, Artificial Intelligence, Innovation & How the Technology Space is Evolving the ETF Marketplace 34:56
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In this week's Let's Talk ETFs podcast we have Lisa Chai, Senior Research Analyst at ROBO Global joining us to dive deep into the topic of robotics, artificial intelligence and innovation and the advancements in technology have affected the exchange traded marketplace. Tickers: (ROBO), (HTEC), and (THNQ) Show Notes: 2:00 - Introduction to Lisa Chai and ROBO Global. 5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space? 11:00 - Breakdown of ROBO Global's indexes: ROBO, HTEC and THNQ. 16:30 - Should ROBO Global's ETFs be wrapped into the general technology exposure market or are the ETFs provided more thematic in nature? 20:00 - How often does ROBO Global rebalance its exchange traded funds? 21:45 - What would you say to an investor who is concerned about rising rates but still wants exposure to the robotics and AI industry? 27:45 - What are some of the biggest opportunities and threats to the robotics, artificial intelligence and the technology industry? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1 Interest Rates & Inflation and its effects on the ETF space with ProShares 32:54
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Joining us in this week's episode of Let's Talk ETFs is Simeon Hyman, Global Investment Strategist & Head of Investment Strategy Group at ProShares. Simeon walks us through the impacts of interest rates & inflation. and how it effects the exchange traded fund space. Tickers: EQRR, IGHG, HYHG, RINF Show Notes: 2:00 - Introduction and background to Simeon's work at ProShares.. 3;30 - Transitory inflation... How does an investor make sense of it all? 7:00 - Is some inflation a good thing? 12:30 - For investors concerned about rising rates and inflation what are some good ways to play this from within ProShares lineup? 14:30 - ProShares Equities for Rising Rates ETF (EQRR). 15:30 - ProShares Investment Grade—Interest Rate Hedged (IGHG) & ProShares High Yield - Interest Rate Hedged ETF (HYHG). 18:15 - ProShares Inflation Expectations ETF (RINF). 20:30 - Are these ETFs meant to be invested all the time or are they time/market sensative? 25:00 - What are the best data indicators investors should be looking at to forecast rate hikes and inflation? 28:00 - What if inflation is not transitory? 29:00 - Closing and outro story. Learn more about your ad choices. Visit megaphone.fm/adchoices…
In this week's episode of Let's Talk ETFs, Frank Holmes, Chief Executive Officer at U.S. Global Investors discusses the re-opening global economy. Together we discuss the popular ETF: U.S. Global Jets ETF (JETS) and learn what impact it has on the travel space. Show Notes: 2:15 - Opening background of Frank Holmes. 4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic? 9:30 - How do companies plan for all the variables involved in countries opening up? 15:00 - There are still many countries which are closed. How do you see the next wave of openings affecting the world economy? 17:00 - What about countries that are very dependent on tourism? 18:15 - Beyond the vaccine what other factors are important to focus on in a re-opening economy? 19:30 - Do you see Covid-19 mutations as a potential issue moving forward? 22:00 - Has the JETS ETF opened the door to other travel based ETFs? 26:00 - Is there any concern that the re-opening isn't happening fast enough? Learn more about your ad choices. Visit megaphone.fm/adchoices…
In this week's episode, we sit down with Ari Polychronopoulos, Partner, Product Management & Head of ESG at Research Affiliates. Together we uncover and discuss the details and nuances of environmental, social, and governance investing within the exchange traded fund space. Tickers: (SPY) Show Notes: 2:30 - Introduction with Ari Polychronopoulos 4:00 - What is ESG and what is it all about? 8:00 - How can investors examine a an ESG score and see if it's appropriate for their portfolio? 10:30 - Is there a centralized rating system investors can go to when evaluating ESG funds? 16:45 - Do all ESG scores matter or is there a threshold to where they are impactful? 20:15 - Of the 3 ESG areas is there one that's more of a focus in the investment community? 21:45 - What would you say to an investor who doesn't care about ESG ratings? 26:15 - Do you see any future government mandates affecting ESGs? 29:10 - Where do you see ESG as part of an individual's portfolio? 31:30 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices…
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