Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]

Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]

My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the Big Short. Danny was the head trader on the Frontpoint team led by Steve Eisman, which was one of a small group of firms that figured out, in real time, the dire situation with mortgage-backed securities during the financial crisis, and how to build a portfolio to bet against the U.S. housing market. We cover his part in the Big Short story, but also lots of other interesting ground, including the state of sell-side research and financial markets. I love conversations with traders because they live and breathe market risk. You’ll be able to see why quickly in this great conversation with Danny Moses. For comprehensive show notes on this episode go to http://investorfieldguide.com/danny For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(604)

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to ...

4 Marras 1h 5min

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smarte...

27 Loka 1h

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta b...

20 Loka 57min

David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking s...

13 Loka 1h 11min

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For d...

6 Loka 1h 12min

Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can...

28 Syys 1h 11min

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to b...

22 Syys 1h 4min

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewis...

16 Syys 1h 12min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-hereilla
rss-sami-miettinen-neuvottelija
rss-inderes
rss-laakispodi
rss-40-ajatusta-aanesta
yrittaja
rss-paasipodi
leadcast
rss-viisas-raha-podi
rss-yritys-ja-erehdys
rss-tarkeista-asioista-2
rss-pelastetaan-strategia
rss-porssipodi