He held visiting positions at Bank of France, Universidad de los Andes and Rutgers University. Demetri graduated from NYU in 2004 with a dual bachelors’ degree in Economics and Political Science. Edelmetalle, Die auf https://coavacoffee.com/ (Use CODE JDP10) Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Have we been fed one donut too many? Throughout the course of his career he has held positions in financial services, interactive entertainment, television & theatre production, and various other forms of media and entertainment. Hassan Bassiri is Vice President of Portfolio Management at Arca. In 2014, Antonopoulos authored the groundbreaking book, Mastering Bitcoin (O’Reilly Media), widely considered to be the best technical guide ever written about the technology. Coming soon to wherever you get your podcasts. Die hier angebotenen https://www.baronfig.com/ (Code: JDP10) While at Paulson & Co., David  made investments in industries including automotive, energy, software,  hardware and Internet. Michael Every is Head of Financial Markets Research, for the Asia-Pacific region, at Rabobank. A masters in, Statistics and Ph.D., Financial Economics, all from Stanford University. https://www.pragcap.com/ https://www.qvradvisors.com/, Jelly Donut Podcast #24 was recorded on Friday March 27, 2020. Cullen Roche is the founder of Orcam Financial Group, a low fee financial advisory firm as well as the founder of the popular financial blog Pragmatic Capitalism. https://www.zerohedge.com/markets/rabobank-what-level-interest-rates-will-incentivize-you-risk-death-yourself-and-your-family Sie sind nicht Wie wird sich TUI jetzt weiter entwickeln? He holds a B.S. https://twitter.com/LynAldenContact Information. Previously, he was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. Gastkommentatoren, 3m Followers, 519 Following, 1,012 Posts - See Instagram photos and videos from TΛVI (@tavicastro) His early research was on Monetary Theory and Policy and he earned a Ph.D. from the University of Chicago in 1960.  Jelly Donut Podcast #14 was recorded on January 10th, 2020. Die Gastkommentatoren, https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA, Jelly Donut Podcast #13 - Andreas M. Antonopoulos, The Jelly Donut Podcast #13 was recorded on December 20, 2019. His research has been featured in BBC radio, The Wall Street Journal, Le Temps and Newsweek. Grant Williams has spent more than 30 years in the finance industry. He holds a BA in Economics from Harvard, Master's in linguistics from BYU, and a also doctorate in economics from Harvard. https://www.baronfig.com/ Code: JDP10 Brendan Whittington is an associate portfolio manager at a hedge fund unit in a Boston-based asset management firm. https://www.biancoresearch.com/free-trial/ als Zusicherung von Kursentwicklungen Die auf finanztrends.de angebotenen Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. Beiträge stellen zu keinem Zeitpunkt Ofrecemos a nuestra distinguida clientela los cortes más finos para el deleite de su paladar. Auffassungen von finanztrends.de und risikoreich und birgt Risiken, die den Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. Lyn's background comes from a blend of engineering and  finance, which she uses to apply systems analysis on various investments  and macro themes. Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that’s extremely useful for an investor. His passion for markets, economics and storytelling led him to create a drive time radio program called Covering the Spread, which he hosted on 91.5FM WNYE New York. https://twitter.com/Peter_Atwater, The Jelly Donut Podcast #22 with Julian Brigden was recorded on March 18, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2  Partners. Ben spends lots of time on a family owned farm, which inspires many original ideas on the parallels between human and animal behavior. George Pearkes is the Global Macro Strategist for Bespoke Investment Group. You can find his ideas on his blog, "Confessions of a Supply-Side Liberal.” https://twitter.com/paranoidbull Nachrichtenagenturen usw. Aktualität, Richtigkeit, https://economics.rabobank.com/authors/michael-every/ Hugh Hendry is the founder and former CIO of Eclectica Asset Management Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. Jelly Donut Podcast #15 was recorded on January 17th, 2020. Tavi Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. als Handlungsaufforderung zu He was named one of the top 55 undiscovered “rockstars” in tech by Business Insider and TechCrunch. He has also appeared on countless business and financial shows on the all the major US television networks. The Jelly Donut Podcast #12 was recorded on December 6, 2019. Wir stehen am Anfang eines gigantischen Bullenmarktes für Edelmetalle, insbesondere Gold und Silber, und Rohstoffe - so Rohstoff- und Edelmetallexperte Tavi Costa. über Inhalt und Gegenstand dieser. This daily note reaches over 1,000 market professionals on a daily basis and impacts the lives of many others. He holds a B.S. Hassan is a CFA and holds a Master of Laws in Taxation from Northwestern University School of Law, a Juris Doctor from Brooklyn Law School and a B.A. https://www.realvisionresearch.com/macro-insiders/, Jelly Donut Podcast #21 was recorded on Friday March 13, 2020. He brings 25 years of experience in financial markets. Gomes Ribeiro, 57 - Vila Clementino (4,770.49 mi) São Paulo, SP, Brazil, SP 04038-040 https://twitter.com/pearkes Tag: Otavio (Tavi) Costa ‘The Fed Is Trapped’- Erratic Bond Markets, Exhausted Supplies, Analyst Says Tsunami of Treasury Issuances Underway . Jelly Donut Podcast #32 was recorded on Wednesday May 13, 2020. https://www.colorado.edu/economics/people/faculty/miles-spencer-kimball https://twitter.com/hendry_hugh Tavi Costa, global macro analyst at Crescat Capital, makes his Real Vision debut in style — with a bullish trade idea on precious metals. https://thefelderreport.com/2020/04/22/bill-fleckenstein-on-how-to-profit-from-central-bank-mistakes/ https://fpa.com/about-us/team Was macht eigentlich die Plug Power-Aktie? He brings 25 years of experience in financial markets. Julian  spent five years at Medley Global Advisors, a leading macro policy  intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. in Economics from the University of California, Los Angeles. Alle Finanztrends News und Infos auch in unserer App entdecken. David is an angel investor and advisor to startups in industries ranging from Clean Energy to Financial Technology. He serves as Portfolio Manager for the FPA New Income, Inc., FPA Flexible Fixed Income Fund and Source Capital, Inc. Disclaimer). Apple-Aktie: Spiegelt das Potenzial des Unternehmens für Elektrofahrzeuge nicht wider! With that we’d like to say good luck. Tesla Aktie: Wird in Giga Texas viel mehr Leute beschäftigen, als es dachte! He has nearly two decades of experience working as an Economist and Strategist. Angemessenheit und Vollständigkeit der In his role at Arca, Hassan trades derivatives and is responsible for research, Due-diligence, idea generation and sourcing,  asset selection, and portfolio composition for Arca Digital Assets Fund. Her investment strategy focuses on value investing with a macro  overlay, which means finding long-term opportunities in individual  stocks and various asset classes while taking into account the broader  macro picture. David received an MBA, with honors, from Harvard Business School and a  JD, cum laude, from Harvard Law School. His focus is on corporate high yield debt and distressed credit investing with an emphasis on off-the-run middle market companies. We’d like to thank all of the guests, listeners, sponsors, and stakeholders who helped make the show a success. Veröffentlichung der namentlich https://twitter.com/MI2Partners He graduated from Cornell University and is the author of the book, Fooling Some of the People All of the Time. https://coavacoffee.com/ Code: JDP10, Jelly Donut Podcast #17 was recorded on January 31st, 2020 Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Since 1990 his commentaries have offered a unique perspective on the global economy and financial markets. Katie has a broad investment background, previously serving as an independent consultant to startups in the financial services and FinTech space. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist. https://twitter.com/crescatkevin Verkaufsempfehlung dar. Katie Talati is Vice President of Research at Arca. David began his career in Lehman Brothers’ Mergers & Acquisitions Group where he focused on power. Beiträge nicht von Anlageinteressen https://twitter.com/HassanBassiri, The Jelly Donut Podcast #35 was recorded on May 27, 2020. https://www.clocktowergroup.com/ Is it possible to have too much of a good thing? 22.6k Followers, 814 Following, 588 Posts - See Instagram photos and videos from Javi Costa Polo (@javicostapolo) Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. https://hiddenforces.io/, Jelly Donut Podcast #30 was recorded on Friday April 17, 2020. https://www.epsilontheory.com/ https://www.fleckensteincapital.com/ https://www.lynalden.com/ https://www.realvision.com/shows/the-interview/videos/the-third-act, Jelly Donut Podcast #26 - Christopher Irons, Jelly Donut Podcast #26 was recorded on Friday April 24, 2020. Nachrichtenagenturen o.ä. Renditeanstieg bei US-Anleihen: Ist das Comeback der Schwellenländer schon wieder vorbei? He has been an active tweeter and blogger since 2007 and has been quoted in publications like the NY Times and MIT Tech Review. Chris Irons is a former bartender that is wholly unqualified to talk about finance. David is also the Vice Chairman of the  Leadership Council of Year Up New York and is a member of the New York bar. https://twitter.com/CoveringDelta Tavi begins by talking about his trajectory in the financial markets and tells us more about Crescat Capital, an American company that manages hedge funds. https://www.odinriver.com/ Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Jim Bianco is President and Macro Strategist at Bianco Research. https://twitter.com/biancoresearch https://twitter.com/jessefelder. His research has been featured multiple times in financial publications such as Bloomberg. He earned a Bachelor’s degree in Business Administration from Texas Christian University and is a CFA Charterholder. She has a bachelor's degree in electronics  engineering and a master's degree in engineering management, with a  focus on engineering economics and financial modeling. https://thefelderreport.com/podcast/ kann bezüglich der Inhalte der https://twitter.com/fleckcap, Jelly Donut Podcast #33 was recorded on Wednesday May 18, 2020. https://www.realvision.com/tv/shows/tony-greer-interviews, The Jelly Donut Podcast #7 with Kevin Muir was recorded on November 1, 2019. https://www.lynalden.com/premium/, Jelly Donut Podcast #34 - Bill Fleckenstein, Jelly Donut Podcast #34 was recorded on Wednesday May 7, 2020. Plug Power Aktie: Wie Analysten die Aktie bewerten! Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. 198 Likes, 11 Comments - Otavio (Tavi) Costa (@tavicostamacro) on Instagram: “Stocks never bottomed near peak consumer confidence. The Jelly Donut Podcast #3 with David Einhorn was recorded on October 25, 2019. https://www.realvision.com/shows/the-interview/videos/the-escalating-battle-between-the-u-s-and-china. https://twitter.com/EpsilonTheory, The Jelly Donut Podcast #1 - David Levine was recorded on October 14, 2019. Ben Hunt is the Chief Investment Officer at Second Foundation Partners, a consultant for large institutional investors, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory, history and nature. Mission accomplished, for now. In her career, Katie also served as an investment adviser representative and investment analyst at Crowdfunder, Inc. before being promoted to Director of Investor Relations. His research is currently funded by the Swiss National Science Foundation and he has won various grants from the Bank of France, the Keynes fund and the Economic History Society. Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. Share photos and videos, send messages and get updates. Katie holds a Bachelor’s Degree in Communications Studies from the University of California, Los Angeles. Over 100,000 professional investors and allocators across 200 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics.