By Alan Li
Transparent Finance
5.0
184184 ratings
Happy Holidays and Happy New Year! I just got back from a wonderful trip to Japan and Taiwan, extremely jetlagged, as it’s 5am currently in New York. Alas, as this podcast episode name sounds, I am putting the podcast on...
Welcome to Episode 56 of The Vampire Squid! Today we have on Bethy Hardeman, Chief Consumer Advocate, at Credit Karma! I wish I had taken a personal finance course in high school / college so I would have a better...
Today, we are going to talk about one of my favorite hobbies, Poker!, and how that relates to investing and finance. I’ve recently been watching a lot of poker online as well as reading Phil Hellmuth’s autobiography, Poker Brat, which...
Today’s episode is with Eric Friedman, who is the head of Expa Labs, as six-month incubator for early-stage startups. This interview is one of the most informative and immediately applicable if you are interested in technology and / or pursuing entrepreneurship...
Happy labor day weekend, and I’ve missed you guys! Welcome back, and I’m super excited for this season of TVS and share with you things that I have learned as well as interviews that I have had. I hope everyone...
Congrats to everyone who has graduated or is currently graduating this year! I hope everyone gets to take some time off before you start your next venture whether that be starting a new job, going to get a masters, starting...
Happy episode number 52! Today I will be giving a quick introduction to Term Sheets, which is one of the first important steps for a material business agreement like debt financing or equity financing. Today we will focus on equity financing,...
Welcome back to episode 51 of The Vampire Squid! In today’s episode, we are going to be talking about “The Truth About Investing”, which is a presentation that Howard Marks (OakTree) created, which I found extremely insightful and a bit...
Episode 50!! Please see Part II of the interview that I did with Anthony Zhang where we dive deeper into his advice for first-time entrepreneurs and general advice for people that are facing setbacks in life, like not getting that job...
I’m so excited to present this episode with, Anthony Zhang, who was the founder of EnvoyNow, a USC food delivery application. I first read about Anthony’s story in Fortune, where Anthony was a Thiel Fellow, Shark Tank Alum, in 500 Startups but...
Women in Finance! One of the topics that I have been wanting to cover for a long time on TVS, and finally had the opportunity to do so with Valerie Wong. Today’s episode focuses a lot on the cultural biases that...
I’m very excited for this week’s episode with Valerie Wong, who is the president of Latinos in Finance and an employee of MSCI. We talk about two very important topics including being international and breaking into the United States for...
Today’s episode is on trading precious metals, specifically gold and silver! I’ve always been interested in learning about what drives the prices of gold and silver and how to add it to my portfolio. This episode was extremely informative for me and hope...
Today is Part II of the episode with Scott Tindle, co-founder of Finimize! This episode dives a bit deeper into how Finimize is performing in addition to learning more about what people have the most difficulty understanding in terms of...
*If you have experience with mobile graphic design, please reach out to me [email protected]* Please welcome a special guest for this week, Scott Tindle, who is the co-founder of Finimize, an easy to understand newsletter of financial news that I have been...
I’m very excited about today’s episode because it is on two of the most fascinating emerging technologies out there, Artificial Intelligence and Virtual Reality. Today, we have on Jacob Mullins from Shasta Ventures who focuses on these types of emerging technologies...
We have a great interview for you guys today with Jacob Mullins from Shasta Ventures! Jacob has a strong entrepreneurial background and has founded multiple companies before he joined and rejoined Shasta Ventures where he now focuses on emerging technologies...
We continue our conversation with Aswath Damodaran where we dive into the technology industry, great books to get read if you want to learn about finance, and Aswath’s thoughts on the market. I hope you enjoy! * What are your thoughts...
Wow, I had to bring on an incredibly special guest for the 40th episode of The Vampire Squid! Today’s episode, we have Aswath Damodaran, who I’m sure many of you know well in finance. He is considered the go-to expert...
Welcome back to Part II of the episode with Patrick Curtis, founder of Wall Street Oasis. In this episode, we dive into Patrick’s experiences in Buenos Aires, his favorite wall street oasis stories, how he deals with “fake news”, and...
Today we have on a very special guest, Patrick Curtis, who is the founder of WallStreetOasis.com! I met Patrick a few months ago and we’ve stayed in touch and gotten drinks a couple times, but thought he would be incredibly...
This week’s episode is on studying for the GMAT, which I thought would be a nice follow up to last week’s episode on The Virtual MBA. I will provide some tips on how I went about studying for the test...
Today’s podcast will be cross listed with one of my friends who recently started his podcast, The Virtual MBA. On this episode, Alex and I dive a bit into my background of where I grew up, went to school, and...
Welcome back to Part II of the interview with Jeff Schneider, the CFO from Royalty Exchange. In today’s follow up to last week’s talk, we finish the conversation we had on the music industry and Royalties. Hope you guys enjoy the...
Really excited for this episode as we explore a completely new investment vehicle, investing in royalties from music artists! I bring on Jeff Schneider, the CFO from Royalty Exchange , to share his path to becoming a CFO and insights into how...
Happy New Year! Welcome back to The Vampire Squid, I’m incredibly excited for this year and for what is to come for TVS. Today’s episode will be on Market Indices and Exchanges like the S&P; 500, DJIA, NYSE, and NASDAQ....
Greetings from the Galapagos Islands!! Before we start, if you are a developer (iOS), shoot me an email!! I hope everyone is getting some time off for the holidays! This episode is short and sweet and a quick review of...
Welcome to Part II of the interview with Karen Ho, our expert on Wall Street Anthropology! This episode continues with quality insights from Karen as we continue to discuss past recessions, training, and socioeconomic inequality. Email Address: [email protected] * Is Wall Street culture all...
I’m so excited to introduce this episode, one of the most revealing and informative ones that I have done to date! Please welcome a special guest, Karen Ho, an American Anthropologist, who studies wall street culture. Karen is currently teaching...
Welcome back everyone and to Part II of the hedge fund episode with Jesse Felder! I recently did some very exciting interviews as well that I can’t wait to share with everyone shortly
Hope everyone had a great Thanksgiving! Today, we have brought on Jesse Felder, who is the author of The Felder Report, that educates and informs individual investors about the issues most important to success in the financial markets. Jesse used to...
This week’s episode will be on early stage employee stock options, an episode very critical for anyone interested in joining an early stage company that offers them stock options. We talk about the valuation, tax liability, and questions to ask...
Today’s episode is on one of my favorite TV shows, Shark Tank which is about entrepreneurs pitching the “Sharks” which include the likes of Mark Cuban, Daymond John, and Chris Sacca. We will go over the most common types of...
Today’s episode is on Activist Investing, something that has become quite prolific over the last decade with the induction of the internet, media, and smartphones. Activist investing is contrary to passive investing, which we discussed at length previous episodes. I...
Happy early Halloween! Part II of the Trading Options episode with Kirk Du Plessis. This episode covers a lot of great information on questions that I had for trading options and Kirk’s entrepreneurial spirit for starting his own company, Optionalpha.com, after...
Today’s episode we dive deeper into trading options with Kirk Du Plessis, who is the founder of Optionalpha.com, an educational option trading site. This episode and Part II are packed with great nuggets of information on how to trade options,...
Hey everyone! Just got back from California so apologies for the late post. Today, we are going to be talking about a very important subject, managing stress and maintaining a positive attitude. I know that in my career as well...
In Part II of the Venture Capital Overview with Charlie O’Donnell, we continue our conversation about VC, entrepreneurship, and more! Please see note details below, and hope that you enjoy
For the 20th episode of The Vampire Squid, we had to bring on a very special guest. Please welcome Charlie O’Donnell! Charlie is the founder of Brooklyn Bridge Ventures, the first analyst at Union Square Ventures, writer of one of...
Disclaimer: “Today’s episode does not condone or promote the trading of any single stock equities. The content in today’s episode are for educational purposes only and I am speaking on behalf of myself without further representation.” Andre Agassi “Open” – http://cpor.org/ri/Agassi-Open-An-Autobiography.pdf Investment Checklist – http://mebfaber.com/2011/01/20/hedge-fund-analyst-checklist/ *...
Welcome back to another episode of The Vampire Squid! Today, we’re going to be talking about trading options. For compliance reasons, please note that “Today’s episode does not condone or promote the trading of any single stock equities. The content...
Welcome to episode 17 of The Vampire Squid! Today, we will be talking about Banking vs. Consulting since I’ve been getting a lot of emails asking me about the differences between the two as well as my decision to pursue...
Hope everyone had a great labor day weekend! Today we are going to be talking about Leveraged Buy Outs, another form of valuation and modeling. As promised, please see a link to the actual model of an LBO, and a...
New York vs. San Francisco! Two of my favorite cities that I have ever lived in. In this episode, we will dive deep into the major differences between New York and San Francisco from a career perspective and a lifestyle perspective....
Today’s episode will cover another one of the most common valuation techniques, Comparable Companies Analysis, which is an extrinsic form of valuation that people use for companies. Hope that you enjoy the episode and takeaway understanding how this method is used! *...
Welcome to the first valuation episode! Today we will talk about Discounted Cash Flow (DCF) analysis, one of the most common types of valuation that people in finance use. As promised, please see attached links to an actual DCF model,...
Welcome back! As many of you know starting today, we will be releasing one episode per week on Sundays. First day of work tomorrow! https://www.linkedin.com/in/shaun-mehra-842b9a47 Today we have a very special guest, Shaun Mehra. Shaun worked as a private equity analyst at...
Welcome back for the last episode of the three part series on investment banking recruiting, technicals! Before we begin, check out this recent article that was written about us in The Globe and Mail. * Best Resources for preparing for Technicals *...
Welcome to Part II of the Investment Banking Recruiting series. Today, we are talking about behavorial questions which are arguably more important than technicals. We also touch briefly on networking as I did not cover this subject as much in the...
Finally got around to jotting down some notes for the investment banking recruiting process that is up and coming for many of you! This series will be broken up into three parts: the overview, behavorials, and technicals, as it was...
