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(1189)

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerf...

7 Maalis 45min

Lots More on the Seaborne Chaos Around the Strait of Hormuz

Lots More on the Seaborne Chaos Around the Strait of Hormuz

With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anything to get through the Strait of Hormuz. But it’s ...

6 Maalis 30min

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir,...

5 Maalis 47min

How the Speed of a Trade Got Down to Nearly the Speed of Light

How the Speed of a Trade Got Down to Nearly the Speed of Light

The average person can enter a stock trade on their computer, hit refresh, and the trade is done. As fast as that seems, there are professional traders moving even faster, executing thousands of trade...

2 Maalis 55min

Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business l...

1 Maalis 1min

James van Geelen on His Viral AI Doom Scenario

James van Geelen on His Viral AI Doom Scenario

Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen is the founder of Citrini Research, which published...

28 Helmi 43min

The Scramble Is On for Businesses to Get Their Tariff Refund Checks

The Scramble Is On for Businesses to Get Their Tariff Refund Checks

Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariffs will be rushing to get their refunds. But will b...

27 Helmi 44min

How Insurance Costs Make NYC Construction So Expensive

How Insurance Costs Make NYC Construction So Expensive

It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking about new housing or transportation, the city is a f...

26 Helmi 47min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
rss-rahamania
ostan-asuntoja-podcast
herrasmieshakkerit
rss-tarkeista-asioista-2
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-rentotapaus
rss-sisalto-kuntoon
rss-seuraava-potilas
pomojen-suusta
sijoituspodi
rss-muutoksenanatomiaa-podcast
rss-uppoava-vn-laiva
rss-tyoelaman-timantteja