Valuewalk's ValueTalks

Hello listeners,

Today is a very special episode with Greg Zuckerman, the author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". In today's episode we discussed what he learned from writing the story of the greatest hedge fund manager of all time.

You can find the book at: https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with the valuation master, Andrew Stotz. He is Co-Founder and CEO of A. Stotz Investment research and A. Stotz Academy. He is also Co-Founder and Finance Director of CoffeeWORKS Ltd. Lastly, he is the podcast host of My Worst Investment Ever Podcast. He received his Doctor of Philosophy in Finance from University of Science and Technology of China. He received his MBA and BSc from California State University-Long Beach. In today's episode we discuss the state of equity research, valuation mistakes, and some lessons from his podcast.

I encourage anyone to check out his podcast

https://myworstinvestmentever.com/.

I also encourage anyone wanting to learn more on valuation to check out his master class at https://academy.astotz.com.

Enjoy and thanks for the listen!

Hello listeners,

In today's episode I discuss who TradeZero America is and what they are trying to achieve with their Co-Founder, Dan Pipitone. We discuss trade free commissions, their system of finding shorts, and why passive investing is complementary to the brokerage industry.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Keith Smith, Portfolio Manager of Bonhoeffer Fund. Keith brings over 20 years of valuation experience and is a CFA charter holder. Before this, he was Managing Director of a valuation firm and developed an expertise in corporate transactions, distressed loans, derivatives and intangible assets. He is a graduate of UCLA with a MBA. In today's episode we discuss his approach and strategies too investing.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Will Hershey, Co-Founder and CEO of Roundhill Investments. Before this, he served as head Trader with Yorkville Capital Management and worked with Yorkville ETF advisors. Will is a CFA Charterholder and a member of New York Society of Security Analysts. He is a graduate of Vanderbilt University with a BA in economics. In today's episode we discuss the E-sports industry and why the ETF is a superior structure.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Philip Moustakis, counsel in the Litigation group at Seward and Kissel LLP. Philip advises companies and individuals on SEC enforcement matters, other regulatory and criminal enforcement investigations, internal investigations, and cryptocurrencies and blockchain technology. In today's episode we discuss Syed Arbab and the alleged Ponzi scheme.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Raoul Pal, Co-Founder and CEO of Real Vision. Before founding Real Vision, Raoul previously worked at Goldman Sachs as Head of European Hedge Fund Sales - Equities and equity derivatives and worked as a Portfolio Manager at GLG Partners. In today's episode we discuss his trading approach and the founding of Real Vision.

I encourage everyone to check out Real Vision and their Youtube Channel:

https://www.realvision.com

https://www.youtube.com/channel/UCBH5VZE_Y4F3CMcPIzPEB5A

In addition, they will have a Gold vs Bitcoin slate beginning Oct. 14.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. Before founding Arquitos, Steve was an attorney in a private practice.He is a member of the army reserves and a veteran of operation Iraqi freedom and currently holds the rank of major. In todays episode we discuss his approach and the willow oak asset management. I want to welcome Steve to the show and I want to welcome all our listeners to a very special episode.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Steve Nadel, Partner at Seward & Kissel. He has over 25 years of experience as an attorney to hedge funds, private equity funds, and registered advisers. In this episode we discuss The Seward & Kissel 2017/2018 Form ADV Study which highlights some of the latest business trends for the largest SEC-registered hedge fund advisers.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Wayne Himelsein, President and CIO of Logica Capital Advisers. Wayne began his career as a proprietary trader at Carlin Financial Group. He then launched his first hedge fund in 1999 where he managed money for private clients as well as major institutions such as Hyundai Securities. He is a graduate of University of California Berkeley. In today's episode we discuss his approach too investing.

Enjoy and thanks for the listen!