Trading Thoughts' Podcast

S2E4: Pearse and Ciaran are joined by Richard McSweeney, to talk all things Marketing. The Good, The Bad, and The Ugly. 

S2E3: Pearse, Eoin and Ciaran return to explore the ways in which Vegas squeezes you for every last penny. Everything from design psychology to sensory marketing and how the game has changed in recent years; including eGaming and Bookies 'following suit'. 

S2E2: Pearse and Eoin welcome Ciaran Busby to question the merit behind Philanthropy. We first distinguish between philanthropy and impact investing, before analyzing some of the world's most generous donors. We try to determine the ulterior motives, if any, and whether or not philanthropy is worth it, necessary, or both.

S2E1: Pearse is joined by Eoin Hickey to talk all things Insider Trading. The guys discuss the difficulties in prosecuting the crime, contrasts between UK and USA, and our favourite insider trading stories from recent years, including the biggest insider case the FCA has ever brought to trial, a tale of a telecoms CEO who succumbed to temptation, and a father and son duo who used a tasty code to execute trades.

On the final show of the series Pearse and Paddy interview notorious Rogue Trader, Nick Leeson. We discuss how he got his start in trading, and the infamous story of how he brought down Barings Bank, once the oldest merchant bank in England, through the famous 88888 account. We then talk about his new venture, Bizintra, discussing how he teaches fledgling traders, what the firm offers, and what the future holds for Nick and Bizintra.

Pearse is joined by Eoin and Paddy to take an alternative look at investing, and investing in alternative assets. On the show the guys look at investing in growing trends such as Irish whiskey, but also at: Fine Art and the quantitative fund investing in paintings, Sports Memorabilia, Vineyards, Racehorse Syndicates, Higher Fashion & Sneakers and much more. Find out which alternatives we recommend and which we think you should avoid.

Eoghan and Paddy from the Trading Thoughts Investment Team join Pearse to discuss all things short selling. The guys look at some of the traders who won big during the GFC and what they've been up to since. Also on the show, we take a look at some famed short sellers, the agony of short squeezes and what could be the next 'Big Short'. Some investors we looked at include Michael Burry, John Paulson, Marc Cohodes, Bill Ackman, Carl Icahn and more.

In a special double-feature show, Pearse is joined firstly by Eoin and Paddy to discuss the breakout market of veganism, touching on the Beyond Meat IPO, as well as how industry incumbents are reacting to disruptors. Then, in the second half of the show Pearse welcomes back Conor and Eoghan to discuss the business of Education - featuring everything from admissions scandals to $31 Billion college endowment funds.

Pearse and Patrick are joined by the Irish Strategic Investment Fund's very own Stephen Molloy for a special guest appearance to talk all things in sovereign wealth. Among other things we discuss...

- Sports trading at Paddy Power.

- ISIF's new mandate.

- Measuring success at a public entity or fund.

- Comparisons with Saudi and Norwegian SWFs. 

Inspired by Dubner and Levitt's world-renowned series 'Freakonomics', we pull some of our favourite examples from the books and shows to give listeners an introduction into the world of Freakonomics. Pearse is joined by Eoin and Conor to explore finance-themed freakonomics excerpts such as...

- How to win games, demolish your friends and family.

- The stupidest thing to do with your money.

- Freakonomics predictions for the next financial crisis.