Bespokecast

In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron’s. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of liquidity that didn’t exist […] The post Bespokecast Episode 31 -- Alexandra Scaggs first appeared on Bespoke Investment Group.

In this new episode of Bespokecast we sit down with Petr Pinkhasov of Jade Market Analytics. Petr is the founder of Jade and has a unique perspective on macro markets. His research focuses on cross-asset relationships, identifying repeating patterns in prices, and trade construction. Over the course of his career, Petr has worked at a variety of macro-oriented […] The post Bespokecast Episode 30 -- Petr Pinkhasov first appeared on Bespoke Investment Group.

In this new episode of Bespokecast we explore a new format: a shorter conversation on a specific topic rather than a wide-ranging interview. Guillermo Roditi Domínguez, a founder and managing director of New River Investments, joins us to discuss the fiscal impact of the government shutdown. Guillermo is our first repeat guest; you can listen to our previous conversation here. This conversation is focused on the economic impact of the government shutdown, using uniquely analyzed data on US Treasury income tax witholdings published in close to real-time to gauge the labor market and income impacts of the shutdown. You can follow New River on Twitter here. If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we sit down with Kevin Muir, the Market Strategist […] The post Bespokecast Episode 28 -- Kevin Muir first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we sit down with Patrick Wyman, the host of […] The post Bespokecast Episode 27 -- Patrick Wyman first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we have a long conversation with Horacio Coutino of ETM […] The post Bespokecast Episode 26 -- Horacio Coutino first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk to Jim O’Shaughnessy of O’Shaughnessy Asset Management. Jim is […] The post Bespokecast Episode 25 - Jim O'Shaughnessy first appeared on Bespoke Investment Group.

In this episode of Bespokecast, we talk to Ernie Tedeschi of Evercore ISI. Ernie is a policy economist and Head of Fiscal Analysis, and has been immersed in analysis of public policy his entire career. He's had broad experience in the private sector, as well as working at the US Treasury for several years in a policy evaluation role. In our discussion, we focus on the current policy backdrop for the US, primarily through the lens of the newly released long-term budget and economic growth forecasts updated by the CBO in early April. We also review Fed policy, and get Ernie's thoughts on Amazon's HQ2, the outlook for the Bay Area, and more. You can follow Ernie on Twitter here and see what he's writing on Medium here. The post Bespokecast Episode 24 - Ernie Tedeschi first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk Darin Friedrichs, an agriculture markets expert and trader based […] The post Bespokecast Episode 23 - Darin Friedrichs first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, we talk to Jerome Levy Forecasting Center Managing Director and Director of […] The post Bespokecast Episode 22 - Srinivas Thiruvadanthai first appeared on Bespoke Investment Group.

In this episode of Bespokecast, we have two guests. Jill Carlson (@_jillruth and jill-carlson.com) is an independent blockchain analyst and developer, with experience trading, academically researching, and building crypo products. She's a former bond trader with a nuanced and practical view of the space but an optimistic outlook for the implications and possible deployments of blockchain tech. Dan Ciotoli is Bespoke's crypto analyst. You can see his work on @bespokecrpyto. Dan has an undergraduate degree in computer science and is hugely enthusiastic about the crypto space, while retaining a healthy dose of skepticism about the current market. We managed to make it most of the way through our discussion without discussing price action; instead, we focused on the underlying technology and philosophy of crypto products and the blockchain, discussing both what it does well and misapplications. If you're not at least generally familiar with what blockchain and crypto are, we strongly recommend our Bespoke Brief on the subject, which you can read here. The post Bespokecast Episode 21 - Jill Carlson & Dan Ciotoli first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In this episode of Bespokecast, […] The post Bespokecast Episode 20 - @Chigrl first appeared on Bespoke Investment Group.

We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms.  Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes.  We’d also love for you to provide a review as well! In our newest […] The post Bespokecast Episode 19 - Eddy Elfenbein first appeared on Bespoke Investment Group.

In our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of notes we mention specifically during our talk. You can also follow George on Twitter @upslopecapital. The post Bespokecast Episode 18 - George Livadas first appeared on Bespoke Investment Group.

In our newest conversation on Bespokecast, we talk to Guillermo Roditi Domínguez, a founder and managing director of New River Investments. Guillermo discusses his career in the capital markets including the challenges of entering the industry during the global financial crisis. We spend most of the conversation discussing markets he focuses on including municipal bonds, mortgage backed securities, and auto asset backed securities. He also offers a warning on the impact of stealth fiscal tightening in the US which has prevented strong pre-tax wage gains from passing through to more robust final demand. You can follow New River on Twitter here. If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.