The Derivative

Bull Markets, Behavioral Biases, and Blogs with Baird’s Michael Antonelli


Listen Later

If men are from Mars and women from Venus, it often feels like stock/bond investors are from Earth and us Alternative Investment folks are from Vulcan.  We’re digging in with the Bull and Baird blog’s author and Baird market analyst Michael Antonelli to hear how the earthlings (aka wealth management clients) actually think about investments, direct from the guy who is serving up what a whole bunch of them read week in and week out. How is he explaining this crazy investment world to them? In this episode we’re talking about appetite for alts investments, fee-based advisors, institutional equity trading, Culver’s custard, Patagonia vests, Star Wars fan-boying, the world breaking, portfolio diversification, wealth management, Robinhood & FANG driving gamma, what the rest of 2020 looks like, Wisconsin badgers,  Baird in retail trading, “golden age” of options trading, gamifying retail trading, if bonds are a flight to safety, investor patterns, election volatility, pelotons, Milwaukee’s best brewery, & starting a blog & popular Twitter handle.

Chapters:

00:00-1:41 = Intro

01:42-10:30 = Background, Blog & Baird

10:31-25:09 = Investments & the World Today

25:10-36:48 = Passive vs Active

36:49-49:48 = Fee Based Models & Talking Retail Traders of Robinhood

49:49-01:01:29 = The Rest of 2020, the Election & Moving into 2021

01:01:30-01:10:40 = Favorites


Follow along with Michael on Twitter and LinkedIn, and subscribe to his blog Bull & Baird.

& of course we said we’d provide Joe Biden’s ice cream/custard clip here.

And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

...more
View all episodesView all episodes
Download on the App Store

The DerivativeBy RCM Alternatives

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

49 ratings


More shows like The Derivative

View all
Exchanges by Goldman Sachs

Exchanges

969 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

595 Listeners

Masters in Business by Bloomberg

Masters in Business

2,175 Listeners

Odd Lots by Bloomberg

Odd Lots

1,986 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

795 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Excess Returns by Excess Returns

Excess Returns

85 Listeners

Forward Guidance by Blockworks

Forward Guidance

278 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

419 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

396 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners