Bespokecast

In this episode of Bespokecast, we have two guests. Jill Carlson (@_jillruth and jill-carlson.com) is an independent blockchain analyst and developer, with experience trading, academically researching, and building crypo products. She's a former bond trader with a nuanced and practical view of the space but an optimistic outlook for the implications and possible deployments of blockchain tech. Dan Ciotoli is Bespoke's crypto analyst. You can see his work on @bespokecrpyto. Dan has an undergraduate degree in computer science and is hugely enthusiastic about the crypto space, while retaining a healthy dose of skepticism about the current market. We managed to make it most of the way through our discussion without discussing price action; instead, we focused on the underlying technology and philosophy of crypto products and the blockchain, discussing both what it does well and misapplications. If you're not at least generally familiar with what blockchain and crypto are, we strongly recommend our Bespoke Brief on the subject, which you can read here.

We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various 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’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various 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 our newest […]

In our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of notes we mention specifically during our talk. You can also follow George on Twitter @upslopecapital.

In our newest conversation on Bespokecast, we talk to Guillermo Roditi Domínguez, a founder and managing director of New River Investments. Guillermo discusses his career in the capital markets including the challenges of entering the industry during the global financial crisis. We spend most of the conversation discussing markets he focuses on including municipal bonds, mortgage backed securities, and auto asset backed securities. He also offers a warning on the impact of stealth fiscal tightening in the US which has prevented strong pre-tax wage gains from passing through to more robust final demand. 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.

In our newest conversation on Bespokecast, we talk to Michelle Leder of Footnoted*, who specializes in digging deep into SEC filings for nuggets of information companies bury inside. Michelle's career started in journalism but has evolved into independent research, giving her a unique qualitative perspective on financial markets. We talk about her process, the process of company filings, and the keys to identifying language that raises red-flags. We also got a chance to discuss how she feels about running a small business and working from home from sunny Los Angeles. We hope you enjoy the conversation! You can also follow Michelle on Twitter here.

In our newest conversation on Bespokecast, we sit down with Karthik Sankaran of Eurasia Group. Karthik is Director of Global Strategy for Eurasia Group, a role that requires him to integrate global economics, financial markets, and politics. His understanding of history, theory, and practice of the different disciplines he uses gives a fascinating perspective on current events and what happens next. In our conversation, we discuss his career path, global financial imbalances (and their political roots), the Eurozone's "immune system", Angloskpeticism, where to get the best Chinese food in New York City, and what it's like to speak five languages in a world increasingly concentrated on English. We hope you enjoy the conversation! You can catch more of Karthik's thoughts on Twitter here. Please note that not all podcasting services pick up our episodes right away, so there may be a small delay between when you read this and when the podcast hits your feed. You can listen to the current episode immediately by clicking the button below.

In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBC, The San Francisco Chronicle, and Crain's Chicago Business. It was fascinating to hear his perspective on the intellectual task of evaluating companies, and how his earlier endeavors as a reporter helped to shape that approach. We also talked about the differences between Miami and California, the time management challenge of writing research, and some of the name's he's focused on recently. We hope you enjoy the conversation!

In our newest conversation on Bespokecast, we talk to Louis Navellier, the founder of Navellier & Associates. Louis has been writing about the stock market since the early 1980s, and his firm offers a range of services for clients including portfolio management, advisory, and mutual funds. Louis brings a unique and highly quantitative approach to investing, and has from the very start of his work on market efficiency and factors which drive outperformance. We discuss in depth his entry into the industry, the approach he uses in analyzing the markets, and his detailed views around ETFs and their impact on liquidity and volatility. Louis had a number of interesting perspectives on the relationship between yields and equity prices as well as monetary policy. We hope you enjoy the conversation!

In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his process for picking out companies unlikely to succeed. Marc goes into detail on his approach, including how he thinks about finding potential shorts, timing, and risk management. He discusses with us recent successful shorts including Valeant, Concordia, and Home Capital Group, as well as another new bear case he has been building a position in Badger Daylight. You can read more about Badger at Marc's website discussing the company. Marc is the first short seller we've had on Bespokecast, and we learned a ton about his approach to the market. We hope you do too!