This week, our guest is IMF and hedge fund veteran Mark Dow. Mark’s blog Behavioral Macro and his Twitter account @mark_dow are widely followed for their insights into macro investing, and he was kind enough to spend an hour with us discussing his background, trading strategy, views on some specific asset classes and the economy, and risk management. We hope you enjoy the discussion.
The post Bespokecast Episode 1 – Mark Dow first appeared on Bespoke Investment Group.

Bespokecast Episode 1 – Mark Dow

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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 […]
The post Bespokecast Episode 31 — Alexandra Scaggs first appeared on Bespoke Investment Group.

Bespokecast Episode 31 — Alexandra Scaggs

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 […]
The post Bespokecast Episode 30 — Petr Pinkhasov first appeared on Bespoke Investment Group.

Bespokecast Episode 30 — Petr Pinkhasov

In this new episode of Bespokecast we explore a new format: a shorter conversation on a specific topic rather than a wide-ranging interview. Guillermo Roditi Domínguez, a founder and managing director of New River Investments, joins us to discuss the fiscal impact of the government shutdown. Guillermo is our first repeat guest; you can listen to our previous conversation here. This conversation is focused on the economic impact of the government shutdown, using uniquely analyzed data on US Treasury income tax witholdings published in close to real-time to gauge the labor market and income impacts of the shutdown. You can follow New River 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.


Bespokecast Episode 29 — Guillermo Roditi Domínguez On The Shutdown

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 […]
The post Bespokecast Episode 28 — Kevin Muir first appeared on Bespoke Investment Group.

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 Patrick Wyman, the host of […]
The post Bespokecast Episode 27 — Patrick Wyman first appeared on Bespoke Investment Group.

Bespokecast Episode 1 – Mark Dow

Download our free app to listen on your phone