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Just as when we launched, the timing feels right to pause. At this point, The Jelly Donut Podcast has achieved its goal. Mission accomplished, for now.
We’d like to thank all of the guests, listeners, sponsors, and stakeholders who helped make the show a success. We’ll be on hiatus for an indefinite period — until there’s a turning point in markets or when creativity sparks, whenever that time might be.
With that we’d like to say good luck. And goodbye — for now.
-The Jelly Donut Podcast
Read Full Letter: https://medium.com/@jellydonutpodcast/good-luck-and-goodbye-for-now-e0702bc66f49
Jelly Donut Podcast #39 was recorded in April 2020.
Thomas R. Saving is Director of the Private Enterprise Research Center and University Distinguished Professor of Economics at Texas A&M University. Prior to joining the economics faculty in 1968, he was on the faculty at the University of Washington in Seattle and Michigan State University. His early research was on Monetary Theory and Policy and he earned a Ph.D. from the University of Chicago in 1960.
https://econ.tamu.edu/tom-saving/
Katie Talati is Vice President of Research at Arca.
Jelly Donut Podcast #36 was recorded on Wednesday May 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. He specializes in macro investing with a focus on fixed income and conservative strategies.
https://www.pragcap.com/
https://www.pragcap.com/i-did-some-podcasts-they-were-great/
https://twitter.com/cullenroche
Hassan Bassiri is Vice President of Portfolio Management at Arca.
The Jelly Donut Podcast #35 was recorded on May 27, 2020.
Lyn Alden is the founder of Lyn Alden Investment Strategy at LynAlden.com, where she provides market research to individual investors and financial professionals with both a free newsletter and a premium research platform.
She also writes for the financial sections of several publications, and has been cited on Business Insider, Marketwatch, Money Magazine, Kiplinger, Huffington Post, The Street, US News and World Report, and other financial media.
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. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. 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://twitter.com/LynAldenContact
https://www.lynalden.com/
https://www.lynalden.com/premium/
Jelly Donut Podcast #34 was recorded on Wednesday May 7, 2020.
William A. Fleckenstein is President of Fleckenstein Capital Inc., a money management firm that he founded in 1982. Since 1996, Mr. Fleckenstein has written daily market commentaries which can be found at www.fleckensteincapital.com.
Mr. Fleckenstein is the author of “Greenspan’s Bubbles: The Age of Ignorance at the Federal Reserve.” Mr. Fleckenstein served as the lead director at Pan American Silver and Mongolia Growth Group LTD. He has also appeared on countless business and financial shows on the all the major US television networks.
https://thefelderreport.com/2020/04/22/bill-fleckenstein-on-how-to-profit-from-central-bank-mistakes/
https://www.fleckensteincapital.com/
https://twitter.com/fleckcap
Jelly Donut Podcast #33 was recorded on Wednesday May 18, 2020.
Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’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, the financial industry’s first dedicated political analysis investment strategy. The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist.
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. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.
https://www.clocktowergroup.com/
https://www.realvision.com/shows/the-interview/videos/the-escalating-battle-between-the-u-s-and-china
Conner Brown is a JD candidate at Stanford Law School and previously visiting scholar at the Cato institute specializing monetary policy.
Jelly Donut Podcast #31 was recorded on Wednesday April 29th, 2020.
Demetri Kofinas is a technology and media entrepreneur and the host of Hidden Forces, a popular podcast dedicated to uncovering the forces driving global events, technological innovations, market movements, and social changes.
Demetri graduated from NYU in 2004 with a dual bachelors’ degree in Economics and Political Science. 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. 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.
This subsequently led him to create and executive produce the popular international news program Capital Account, which was watched by hundreds of thousands of people around the world.
https://twitter.com/CoveringDelta
https://twitter.com/HiddenForcesPod
https://hiddenforces.io/
The podcast currently has 42 episodes available.