Below are the top podcasts of the week!
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INVESTMENT RELATED
1. What Works on Wall St: Factors from Scratch
Embarrassed to say I didn’t even know Jim had a podcast. In my defense he only publishes an episode every 3 months or so!
2. Trend Following: Jerry Parker Interview
The guest is Jerry Parker, founder of Chesapeake Capital, and one of the original TurtleTraders. Jerry discusses trend following, risk control, crisis alpha, and CTAs.
3. Behind the Markets: James Bullard of the Federal Reserve
Jeremy Schwartz and Jeremy Siegel interview President and CEO of the Federal Reserve Bank of St. Louis, James Bullard. They talk current economics, fed policy, interest rate hikes, the quality of information we can gather from the current yield curve, inverted yield curves, and more.
4. Invest Like the Best: Danny Moses – Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants
The episode guest is Danny Moses, who was the head trader on the Frontpoint team, covered in Michael Lewis’ book, The Big Short. Danny talks pot stocks and some of the current dynamics with publicly listed companies in the US and Canada, the future of the industry, his accumulated knowledge and his opinion of Tesla, and discusses his take on quant investing.
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POTPOURRI (Not investment related but still great)
None
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Meb‘s Episode
Fabrice Grinda, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”
Good investing,
Meb Faber
theideafarm.com