Inside the Changing World of the Sell-Side Analyst
Odd Lots2 Loka 2017

Inside the Changing World of the Sell-Side Analyst

The world of sell-side analysts has been upended in recent years with intense competition, new technology and regulation in the form of MIFID. At the same time, many of the issues being faced by the analyst industry are similar to the ones now faced by the media.

On this week's episode, we talk to Steven Abrahams, the former head of mortgage bond and securitization research at Deutsche Bank AG, and now the co-founder and CEO of Milepost Capital Management, about his two decades of experiences in fixed income analysis. He talks about how his role has evolved over the years, what makes a good sell-side analyst and the parallels between the research industry and journalism.

See omnystudio.com/listener for privacy information.

Jaksot(1179)

Scott Bok Explains What Investment Bankers Actually Do All Day

Scott Bok Explains What Investment Bankers Actually Do All Day

There's obviously a lot of talk these days about AI and possible destruction of white collar jobs. Intuitively bankers might be expected to be victims of this. But before we can answer whether AI can ...

3 Huhti 54min

This Is How to Tell if Writing Was Made by AI

This Is How to Tell if Writing Was Made by AI

When you consider the fact that many people don't know how and where to place a comma, it's safe to say that AI is already better than most people at writing. It's clean copy. It can be surprisingly p...

2 Huhti 48min

Javier Blas on Why Oil Could Go Much, Much Higher

Javier Blas on Why Oil Could Go Much, Much Higher

Oil has shot up by a lot since the start of war with Iran. But it could still get much worse. So far, the massive disruption (due to the closure of the Strait of Hormuz) has been cushioned by the draw...

1 Huhti 41min

Why NASA Hired a Chief Economist

Why NASA Hired a Chief Economist

This week, NASA is scheduled to launch Artemis II, a mission that will send astronauts around the moon for the first time in more than 50 years. But this comes at a time when the space agency is facin...

31 Maalis 49min

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was ...

30 Maalis 52min

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Anthropic, the Pentagon, and the Future of Autonomous Weapons

The last big story right before the war in Iran started was the collapse in the relationship between the Pentagon and Anthropic, with the latter objecting to any potential use of its models in either ...

28 Maalis 51min

Now There's a Helium Shortage and It Affects More Than Balloons

Now There's a Helium Shortage and It Affects More Than Balloons

Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in helium. While most people associate helium with balloo...

27 Maalis 50min

This Is How Big Money Is Trading the War in Iran

This Is How Big Money Is Trading the War in Iran

Markets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post can send prices sharply higher or lower, and inves...

26 Maalis 39min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
sijoituspodi
rss-seuraava-potilas
rss-draivi
rss-sami-miettinen-neuvottelija
sivutuloja-ja-sijoituksia
rss-lahtijat
rss-bisnesta-bebeja
rss-karon-grilli
rss-paasipodi
rss-porssipodi