29 avsnitt

Bespoke Investment Group's Macro Strategist George Pearkes hosts conversations with markets professionals and economists whose views we find interesting or insightful into the world of finance and economics. 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.

Bespokecast Bespoke Investment Group

    • Investering

Bespoke Investment Group's Macro Strategist George Pearkes hosts conversations with markets professionals and economists whose views we find interesting or insightful into the world of finance and economics. 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.

    Bespokecast Episode 31 — Alexandra Scaggs

    Bespokecast Episode 31 — Alexandra Scaggs

    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 in recent years. We dive into why that scarcity has suddenly cropped up, why it matters for markets, and what the Fed can do about in addition to recent steps it’s already undertaken. Our guest previously wrote for Bloomberg and the Financial Times, and currently covers fixed income markets for Barron’s. You can follow her 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.

    • 58 min
    Bespokecast Episode 30 — Petr Pinkhasov

    Bespokecast Episode 30 — Petr Pinkhasov

    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 investing shops, including the family office run by former Quantum Fund fixed income and foreign exchange head Victor Niederhoffer. His perspective is very quantitatively focused and takes an approach that listeners will find unique. You can follow Jade Markets 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.

    • 1 tim. 4 min
    Bespokecast Episode 28 — Kevin Muir

    Bespokecast Episode 28 — Kevin Muir

    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 for Canadian investment management firm East West Management. In addition to a long experience in cash equities and derivatives working at Canadian banks, Kevin traded a personal portfolio for almost two decades, gaining wide experience across global markets. In his current role, he helps set strategy for East West’s portfolios and hedge funds. He also writes a free newsletter called The Macro Tourist, which serves as both a trading journal and exploration of issues facing global markets. In our conversation today, we talk about Kevin’s fascinating career path, the recent history and outlook for federal reserve policy, and modern monetary theory (MMT). Kevin offers some great perspectives that we hope investors of all types can learn from. You can follow Kevin 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.

    • 1 tim. 12 min
    Bespokecast Episode 27 — Patrick Wyman

    Bespokecast Episode 27 — Patrick Wyman

    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 popular podcast Tides of History. Patrick is a historian with a PhD from the University of Southern California with a broad range of knowledge on antiquity, the middle ages, and the early modern period. Instead of our usual focus on investing and contemporary analysis, this week Patrick helps us compare and contrast how four very different economies (late Roman, Medieval, early modern, and our own) compare, where similarities lie, and how they were different. Using four different institutions as focal points for comparative analysis, Patrick helps us understand the functioning of a Roman estate, a medieval manor, an early modern trading house, and a modern corporation and what key drivers of activity, market intensity, and relationships to the state they all have. This conversation was a significant departure from our typical format, but we found it fascinating and hope you do too. You can follow Patrick 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.

    • 1 tim. 10 min
    Bespokecast Episode 26 — Horacio Coutino

    Bespokecast Episode 26 — Horacio Coutino

    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 Analytics. Horacio joined us from Mexico City to help explain the world of Mexican politics ahead of a hugely consequential election on July 1st. In addition to some very helpful background about the history of Mexican politics, we meet some of the major players and discuss the likely victory for left-wing candidate Andrés Manuel López Obrador (“AMLO”). Also important are ongoing NAFTA renegotiations. They will be impacted by the election in some very specific ways, which Horacio elaborates on. We also discuss the broader world of EM investing, what it takes to build a business in Mexico, and a number of other topics. You can follow Horacio 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.

    • 1 tim. 9 min
    Bespokecast Episode 25 – Jim O’Shaughnessy

    Bespokecast Episode 25 – Jim O’Shaughnessy

    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 an investor and market commentator who has published numerous books (including the seminal What Works On Wall Street) and papers on the market. He is the founder, chairman, and CIO of OSAM. Jim holds a degree in economics from the University of Minnesota, having also studied at the University of Georgetown. His career includes time spent in venture capital, as a consultant for institutional investors, and as a portfolio manager.

    In our wide-ranging conversation, we discuss the rational expectations theory of economics, his approach to building portfolios, the behavioral foibles of investors large and small, how to replicate and even improve upon the portfolios of managers that outperform, and Jim’s love of chamber music. You can follow Jim on Twitter here. During our conversation, Jim mentions a talk he gave at Google, which you can watch 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.

    • 1 tim. 7 min

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