Currently by Prometheus

Ryan Pallotta
  • 5.0 (16)
  • INVESTING
  • UPDATED DAILY

Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.

  1. 05/26/2023

    Jordi Visser: How AI will change investing, US debt limit, the future of trust and the banking crisis.

    Check out the Prometheus platform for more expert financial content. Invest in alternatives and become a better fund manager. Download the iOS app Desktop app www.prometheusalts.com (0:00:07) - The Future of Trust US debt ceiling debate, increasing interest payments, inflation, Biden's strategy, potential implications of default discussed. (0:07:43) - Fed Tools and Tech's Economic Impact US debt ceiling, Fed tools, 'printing press', GFC, human trust, and technology's speed are discussed. (0:13:12) - Chat and AI Transformation Power Chat GPT is a transformative technology used to facilitate projects, create content, and quickly assemble syllabi. (0:21:40) - AI's Implications for Productivity and Investment AI and GPT are transforming markets, accelerating vaccine development, aiding professional investors, and helping retail investors access alternative data. (0:27:19) - AI and Blockchain Power and Potential (0:36:00) - Crypto Value and Adoption Future Crypto assets, fraudulent activity, adoption of crypto as payment, and AI/chat GPT are discussed in relation to the potential of a Ponzi scheme. (0:41:47) - Crypto Investment Future (0:48:52) - AI and Trust in Banking (0:58:33) - Python, Creativity, and Health Hacks AI, recipes, investing, diet, breathing, mind-gut connection, and virtual reality are discussed to help users become more creative and age gracefully. (1:16:30) - Household Deposits and the Economy (1:23:31) - AI and the End of Scarcity

    1h 21m

  2. 05/12/2023

    What Investors Need to Know: What a Trump presidency means, commodity supercycle, US debt, US-China power, what markets to invest in now.

    Check out the Prometheus platform for more expert financial content. Invest in alternatives and become a better fund manager. Download the iOS app Desktop app www.prometheusalts.com Marko Papic leads Clocktower’s strategy team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012. Marko began his career as a Senior Analyst at Stratfor. He holds graduate degrees from UT Austin and the University of British Columbia. 0:07:45 - Yield Curve and COVID Fiscal Response (41 Seconds) 0:11:44 - Fed Cuts Rates and Consumer Response (68 Seconds) 0:14:38 - Inflation and Interest Rates (60 Seconds) 0:18:06 - Presidential Influence on FMC Leniency (93 Seconds) 0:24:22 - Impact of American Elites on FOMC (90 Seconds) 0:32:43 - Geopolitical Pornography and Containing China (53 Seconds) 0:45:34 - Emerging Market Commodities Bullish Case (79 Seconds) 0:52:46 - Debt Ceiling Debate (34 Seconds) 1:06:34 - Lakers vs. Golden State (69 Seconds) Follow Marko Papic on Twitter https://twitter.com/geo_papic?lang=en

    1h 8m

  3. 04/25/2023

    Kyle Bass: China Taiwan update, Binance CZ implications & updates on Kyle's new conservation project.

    Download Prometheus the best platform for Alternatives. www.prometheusalts.com Follow Kyle on twitter https://twitter.com/Jkylebass

    33 min

  4. 03/17/2023

    Banking Outlook, The Fed's Role, SVB, Credit Suisse, First Republic w/ Herb Greenberg, Enrique Abeyta, and Alex Beinfield

    Today's conversation focuses on the following: Whether the recent trouble in parts of the banking sector speaks to a much broader breakdown in the financial system.The differences between the failure of Silicon Valley Bank and Signature Bank of New York.The Fed's role in setting the stage for this crisis to happen.The advent of “Twitter-fuelled” bank runs.Whether the $250k insured by the FDIC is an arbitrary figure and what it should be.2018's regulatory rollbacks.Philosophies and processes for investing in this environment.The prospect of seeing new market lows due to last week’s events.The damage to investors' confidence in banks' stabilityStrategies and financial instruments that could limit bank runs in the future.Herb Greenberg has spent over 40 years as a financial journalist at some of the country's leading newspapers, websites, and broadcast media. He is currently a senior editor at Empire Financial Research.   Enrique Abeyta is also an editor at Empire Financial Research. The 25-year stock market warrior and former hedge fund manager is also the writer and owner of Inked Magazine, REVOLVER Magazine, The Hard Times, the Co-Founder of Hard Money, and the host of Hard Money's Million Dollar podcast.  Alex Beinfield is the Founder and CIO of hedge fund Blue Duck Capital. Alex has been short Silicon Valley Bank (SIVB) since September 2022 and was short Signature Bank of New York (SBNY) just before it failed.

    1h 29m

  5. 03/12/2023

    He was short SVB! How Alex Beinfield predicted the implosion months before it happened and other cascading opportunities this week.

    Short SVB since September 2022, Alex Beinfield shares his investment process explaining how he created his thesis for this massive short idea long before SVB collapsed. How a professional fund manager examines a theme and makes a trade that makes him look like a psychic. We also talk about other lateral opportunities that will happen as a result of this.

    40 min

  6. 03/10/2023

    As FDIC shuts down SVB, Eric Rosen explains what lead to its collapse and the impact it will have on investors

    Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen. Today’s conversation focuses on: The Silicon Valley Bank (SVP) collapse. What led to it and what it means for investors.The Fed being partially to blame for banks like SVB needing to take on more risk by keeping rates so low for so long.SVB’s failure to keep a “fortress balance sheet" and take responsibility for its decisions.Eric’s assessment of Bear Stearns prior to its 2008 collapse and subsequent sale to JP Morgan Chase.What the 2/10 UST yield curve inversion tells us about the probability of a recession.The migration of HNW people to south Florida and its effect on high-end real estate prices.The recent phenomenon of kids being less enthusiastic about learning to drive and owning a car.

    42 min

  7. 01/31/2023

    The Fed’s interest rate announcement, consumers feeling the squeeze, and the problem with vilifying big oil w/ Eric Rosen

    Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen. Ryan and Eric kick things off by talking about Wall Street legend Carl Icahn, with Eric recounting a memorable dinner he shared with the man Gordon Gecko was—in part—based upon.   Eric gives his thoughts on an expected interest rate hike of 25 basis points and the squeeze consumers are starting to feel with auto and credit card delinquencies on the rise and credit card and mortgage balances at an all-time high.   He then talks about a greater than zero chance of the US government being temporarily unable to pay its debt and the knock-on implications of that.  Lastly, Eric shares why he thinks EV goals are unrealistic and why the government should be enticing big oil companies with a carrot rather than beating them with a stick.

    34 min

  8. 01/12/2023

    Market beating Investment process, why we are NOT entering a recession, the importance of alternatives, 2023 predictions, and more w/ Jordi Visser

    Today Ryan Pallotta is joined by Jordi Visser, a true legend in the alternatives world. Jordi is President and Chief Investment Officer at Weiss Multi-Strategy Advisers Jordi is a master at using analogies to explain complex financial ideas. Ryan quickly gets Jordi to open up about their shared love for the philosophies of Moneyball and Bill James, perfectly teeing Jordi up to answer his question: "If everyone has started embracing analytics, how does one achieve alpha?"   They talk about Jordi's latest whitewater Adapt or die 3.0—something everyone should read—discuss why alts are crucial in today's economic environment. Jordi then explains how Weiss is preparing to tackle 2023. Jordi then touches on his views in China, what the Fed will do in 2023, and how we have to shift our investing perspectives based on Marc Andreessen's ABCs. He even tells us how accompanying his dad to the horse track put his financial education on a fast track.   Later, the conversation turns to Jordi's passion for longevity; how mind and body health makes you a better investor; the importance of sleep; and how using data can improve your physical health as it does with your financial well-being.

    1h 38m
See All (42)

5
out of 5
16 Ratings

About

Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.

Information