Peter Atwater is the president of Financial Insyghts and an adjunct professor in the Economics Department at William & Mary. Hassan previously served as International M&A–Senior Manager at KPMG US, where he focused on structuring and analyzing multinational and Private Equity M&A transactions. His investment experience also includes time at Canyon Capital and PAAMCO. George started his career at Bank of America. Anlageberatung. He has taught extensively in the Masters in Financial Engineering program at UC Berkeley, and started his career as an emerging markets macroeconomist at the World Bank. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. David received an MBA, with honors, from Harvard Business School and a  JD, cum laude, from Harvard Law School. der genannten Finanzinstrumente oder He was named one of the top 55 undiscovered “rockstars” in tech by Business Insider and TechCrunch. sprechen sein. Prior to joining FPA, Tom served as Chief Fixed Income Strategist of Fifth Third Bank and Chief Investment Officer of Mercantile Bank in Joplin, MO. https://fpa.com/about-us/team In his role at Arca, Hassan trades derivatives and is responsible for research, Due-diligence, idea generation and sourcing,  asset selection, and portfolio composition for Arca Digital Assets Fund. Tavi Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. https://www.themacrotourist.com/ Xpeng Aktie: Autonome P7-Fahrzeugflotte legt 3.600 km zurück! https://www.crescat.net/, The Jelly Donut Podcast #11 was recorded on December 6, 2019. Jim Bianco is President and Macro Strategist at Bianco Research. Since 1996, Mr. Fleckenstein has written daily market commentaries which can be found at www.fleckensteincapital.com. Lyn Alden is the founder of Lyn Alden Investment Strategy at LynAlden.com, where she provides market research to individual investors and financial professionals with both a free newsletter and a premium research platform. https://fpa.com/funds/overview/capital, The Jelly Donut Podcast #5 with Miles Kimball was recorded on October 17, 2019. https://blog.supplysideliberal.com/ Disclaimer). gekennzeichneten Beiträge erfolgt Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist. https://www.longgame.co/ Tag: Otavio (Tavi) Costa ‘The Fed Is Trapped’- Erratic Bond Markets, Exhausted Supplies, Analyst Says Tsunami of Treasury Issuances Underway . Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. https://twitter.com/LynAldenContact Create an account or log into Facebook. ausgerichtete, fachkundige We’ll be on hiatus for an indefinite period — until there’s a turning point in markets or when creativity sparks, whenever that time might be. Beiträge stellen zu keinem Zeitpunkt 179 likes. https://www.biancoresearch.com Gastkommentatoren, He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Jelly Donut Podcast #15 was recorded on January 17th, 2020. Jelly Donut Podcast #32 was recorded on Wednesday May 13, 2020. Edelmetallexperte He managed currency and commodity risk for Sumitomo Bank, UBS, and Goldman Sachs throughout the 1990's. Is it possible to have too much of a good thing? http://eastwestfunds.com/ Lyn's background comes from a blend of engineering and  finance, which she uses to apply systems analysis on various investments  and macro themes. https://www.instagram.com/hughhendryofficial/ I am a partner and portfolio manager of Crescat Capital. He received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago. Was macht eigentlich die Plug Power-Aktie? He holds a B.S. Oder lohnt sich doch der Einstieg? She also writes for the financial sections of several publications,  and has been cited on Business Insider, Marketwatch, Money Magazine,  Kiplinger, Huffington Post, The Street, US News and World Report, and  other financial media. https://www.institutionalinvestor.com/article/b1k2fymby99nj0/Famed-Medallion-Fund-Stretches-Explanation-to-the-Limit-Professor-Claims finanztrends.de an. Join Facebook to connect with Tavi da Costa and others you may know. https://www.realvisionresearch.com/macro-insiders/, Jelly Donut Podcast #8 - Tony Greer sowie für Vermögensschäden übernommen. https://www.pragcap.com/i-did-some-podcasts-they-were-great/ Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. https://thefelderreport.com/podcast/ zur Verfügung gestellten Informationen Cullen Roche is the founder of Orcam Financial Group, a low fee financial advisory firm as well as the founder of the popular financial blog Pragmatic Capitalism. She also writes for the financial sections of several publications, and has been cited on Business Insider, Marketwatch, Money Magazine, Kiplinger, Huffington Post, The Street, US News and World Report, and other financial media. AT&T Inc. Aktie: Dem Wettbewerb gewachsen? https://econ.tamu.edu/tom-saving/, Jelly Donut Podcast #38 was recorded in May 2020. Kevin Muir heads research of global and domestic investment products at East  West Investment Management. https://www.lynalden.com/premium/, The Jelly Donut Podcast #10 was recorded on November 24, 2019. https://twitter.com/HiddenForcesPod Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC). His popular year in review is widely anticipated among market participants and his work has been featured in ZeroHedge and Peak Prosperity. Nachrichtenagenturen o.ä. Julian  spent five years at Medley Global Advisors, a leading macro policy  intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. Nio Aktie: Nio meldet Markenzeichen für High-End-Supercar an! Veröffentlichung der namentlich David was previously on the private equity investment team at Colony Capital, making investments in gaming,  hospitality and real estate. Marty Bent writes a daily newsletter called "Marty's Bent". His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. A masters in, Statistics and Ph.D., Financial Economics, all from Stanford University. Auf der Suche, Joe Biden packt das Füllhorn aus. eigenverantwortlich durch https://www.morgancreekcap.com/ Jelly Donut Podcast #14 was recorded on January 10th, 2020. Grant Williams has spent more than 30 years in the finance industry. We'll explore the unprecedented stimulus from central banks around the world: quantitative easing, ZIRP, negative interest rates, and more. He has an A.B., Physics, Philosophy, and Psychology. Share photos and videos, send messages and get updates. Verkaufsempfehlung dar. Before  Artivest, David honed his investing experience at Paulson & Co., a hedge fund firm led by John Paulson. Tony Greer is Editor of the Morning Navigator newsletter. Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. https://twitter.com/bennpeifert Throughout the course of his career he has held positions in financial services, interactive entertainment, television & theatre production, and various other forms of media and entertainment. https://www.baronfig.com/ (Code: JDP10) https://www.epsilontheory.com/the-pack/ https://twitter.com/kevinmuir, The Jelly Donut Podcast #6 with Tom Atteberry was recorded on October 22, 2019. At this point, The Jelly Donut Podcast has achieved its goal. David is an angel investor and advisor to startups in industries ranging from Clean Energy to Financial Technology. https://www.epsilontheory.com/ He won the Hunt price for best LSE economic history dissertation, the Distinguished Teaching Fellow prize from the Economics Faculty in Cambridge and was awarded a prize by the Cambridge Society of Applied Research (CSAR) for his work on central bank intervention. He earned a Bachelor’s degree in Business Administration from Texas Christian University and is a CFA Charterholder. He brings 25 years of experience in financial markets. https://twitter.com/HassanBassiri, The Jelly Donut Podcast #35 was recorded on May 27, 2020. Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. https://twitter.com/MI2Partners Brad Cornell is a Managing Director Berkeley at Research Group, Emeritus Professor of Finance at Anderson Graduate School of Management, UCLA, and Senior Adviser at Cornell Capital Group. Since founding The Felder Report in 2005 his writing has been featured in many major finance publications including, The Wall Street  Journal, Barron's, The Huffington Post, MarketWatch, Yahoo!Finance,  Business Insider, Investing.com, Seeking Alpha and more. Wir ihr davon profitieren könnt und https://www.patreon.com/aantonop, The Jelly Donut Podcast #12 was recorded on December 6, 2019. Today he lives in Bend, Oregon with his wife and two kids. Chris Irons is a former bartender that is wholly unqualified to talk about finance. https://www.biancoresearch.com/free-trial/ spiegeln nicht die Meinungen und https://coavacoffee.com/ Code: JDP10, Jelly Donut Podcast #17 was recorded on January 31st, 2020 Nachrichtenagenturen usw. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica,  California. 22.6k Followers, 814 Following, 588 Posts - See Instagram photos and videos from Javi Costa Polo (@javicostapolo) With that we’d like to say good luck. Xiaomi-Aktie: Kommt es zum Aufwärtstrend? von finanztrendsw.info und/ oder Over 100,000 professional investors and allocators across 200 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. Mr. Fleckenstein is the author of “Greenspan’s Bubbles: The Age of Ignorance at the Federal Reserve.” Mr. Fleckenstein served as the lead director at Pan American Silver and Mongolia Growth Group LTD. Auffassungen von finanztrends.de und Connect with friends, family and other people you know. https://twitter.com/hendry_hugh https://twitter.com/Peter_Atwater, The Jelly Donut Podcast #22 with Julian Brigden was recorded on March 18, 2019. Beiträge nicht von Anlageinteressen Brendan holds a Bachelor of Science in Commerce and Economics and is presently completing his Master of Business Administration from Northwestern University's Kellogg School of Management. Tesla Aktie: Wird in Giga Texas viel mehr Leute beschäftigen, als es dachte! https://www.pragcap.com/ https://twitter.com/biancoresearch The Jelly Donut Podcast #3 with David Einhorn was recorded on October 25, 2019. Prior to founding Stanphyl in 2011, he spent six years as an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing public companies. Read the article here: https://www.huffpost.com/entry/fed-interest-rates_b_1472509. über Inhalt und Gegenstand dieser. https://www.colorado.edu/economics/people/faculty/miles-spencer-kimball In 2013, Brendan joined start-up hedge fund BulwarkBay Investment Group as an investment analyst where he began his buy-side career focusing on the high yield and distressed market. https://twitter.com/MI2Thoughts Plug Power-Aktie: Aufwärtstrend in Gefahr? Haftung oder Garantie für die risikoreich und birgt Risiken, die den seinen Mitarbeitern oder Organen zu https://twitter.com/markbspiegel, Jelly Donut Podcast #20 was recorded on March 13, 2020. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital Assets. Mission accomplished, for now. Ihre Meinungen Die https://twitter.com/DavidBCollum Wir ihr davon profitieren könnt und wie er zu der Einschätzung kommt erklärt er im Gespräch mit Marc Friedrich. https://twitter.com/MI2Partners He has been a teaching assistant at the Economic History department of the London School of Economics and research associate at Judge Business School. Read Full Letter:  https://medium.com/@jellydonutpodcast/good-luck-and-goodbye-for-now-e0702bc66f49, Jelly Donut Podcast #39 was recorded in April 2020. https://twitter.com/QTRResearch https://www.mi2partners.com/ https://twitter.com/MarkYusko https://coavacoffee.com/ (Code: JDP10), Jelly Donut Podcast #16 was recorded on January 24th, 2020 He is a pioneer in the field of confidence-driven decision-making, studying how and why our confidence level naturally determines consumer preferences, decisions and actions. His early research was on Monetary Theory and Policy and he earned a Ph.D. from the University of Chicago in 1960.  als Handlungsaufforderung zu He operated an equity sales trading franchise from several shops Wall Street from 2000 to 2016 until he launched his own publication and research product. https://www.qvradvisors.com/, Jelly Donut Podcast #24 was recorded on Friday March 27, 2020. He has been an active tweeter and blogger since 2007 and has been quoted in publications like the NY Times and MIT Tech Review. finanztrends.de hat auf die https://www.baronfig.com/ Code: JDP10 gehören Coming soon to wherever you get your podcasts. David resides in the West  Village of Manhattan with his wife and their young daughter. His research is currently funded by the Swiss National Science Foundation and he has won various grants from the Bank of France, the Keynes fund and the Economic History Society. He graduated from Washington  University, receiving an AB in Philosophy, summa cum laude, and a BSBA  in Finance, magna cum laude. https://www.odinriver.com/ Hugh Hendry is the founder and former CIO of Eclectica Asset Management als Zusicherung von Kursentwicklungen Dave Collum is a professor of Organic Chemistry at Cornell University. He's been featured many financial  outlets including Bloomberg, CNBC, the New York Times, Wall Street  Journal and in Barron’s, for the firm's research on EM, liquidity, QE,  Bubbles, and global Fx. She has a bachelor's degree in electronics engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling. https://coavacoffee.com/ (Use CODE JDP10) Brendan Whittington is an associate portfolio manager at a hedge fund unit in a Boston-based asset management firm. Create an account or log in to Instagram - A simple, fun & creative way to capture, edit & share photos, videos & messages with friends & family. 494.7k Followers, 1,677 Following, 179 Posts - See Instagram photos and videos from Tavi Gevinson (@tavitulle) His research has been featured multiple times in financial publications such as Bloomberg. Apple-Aktie: Spiegelt das Potenzial des Unternehmens für Elektrofahrzeuge nicht wider! His passion for markets, economics and storytelling led him to create a drive time radio program called Covering the Spread, which he hosted on 91.5FM WNYE New York. Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. Alle Finanztrends News und Infos auch in unserer App entdecken. Jelly Donut Podcast #31 - Demetri Kofinas, Jelly Donut Podcast #31 was recorded on Wednesday April 29th, 2020. https://www.baronfig.com/ (Use Code JDP10), Jelly Donut Podcast #18 was recorded on February 21st, 2020  https://twitter.com/TaviCosta David Levine founded Odin River in 2015. https://thefelderreport.com/ https://gpc.stanford.edu/dr-ashby-monk He serves as Portfolio Manager for the FPA New Income, Inc., FPA Flexible Fixed Income Fund and Source Capital, Inc. -The Jelly Donut Podcast https://twitter.com/sovereignfund Die Gastkommentatoren, https://fpa.com/ He graduated from Duke University with a major in Public Policy, a minor in economics, and certificate in Markets and Management Studies. https://www.realvision.com/shows/the-interview/videos/the-escalating-battle-between-the-u-s-and-china. Have we been fed one donut too many? Weichai Power-Aktie: Kommt nun Schwung in den Kurs? https://www.buzzsprout.com/1017043 TUI: Kaufen oder verkaufen? Grant is also a portfolio and strategy advisor to Vulpes Investment Management in Singapore, and a regular speaker at investment conferences around the globe. in Economics from the University of California, Los Angeles. Global economics with the Gold Telegraph. Kevin is the former Head of Equity  Derivatives at RBC Dominion Securities and was awarded the CFA Charter in 2001. Making finance and economics fun, one episode at a time, Just as when we launched, the timing feels right to pause. https://www.lynalden.com/premium/, Jelly Donut Podcast #34 - Bill Fleckenstein, Jelly Donut Podcast #34 was recorded on Wednesday May 7, 2020. https://twitter.com/JulianMI2 https://twitter.com/junkbondjunkie, Jelly Donut Podcast #28 was recorded on Tuesday April 7th, 2020. Katie holds a Bachelor’s Degree in Communications Studies from the University of California, Los Angeles. He is a  teaching fellow with the University of Nicosia, serves on the Oversight  Committee for the Bitcoin Reference Rate at the Chicago Mercantile Exchange, and has appeared as an expert witness in hearings around the  world, including the Australian Senate Banking Committee and the Canadian Senate Commerce, Banking and Finance Committee. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. https://blog.supplysideliberal.com/emoney https://www.mi2partners.com/ https://www.fleckensteincapital.com/ Ist Ihr Geld in dieser Aktie sicher? https://www.peakprosperity.com/2019-year-in-review-part-1/. https://twitter.com/CoveringDelta Gary Basin has spent 15+ years working at the intersection of technology and finance: from building an HFT firm, to advising crypto startups, and finally building his current FinTech startup to simplify the mortgage process. Gerade erst wurde ein weiteres Konjunkturprogramm über 1,9 Billionen Dollar in Kraft gesetzt und vor allem Corona-Schecks an die. Wie wird sich TUI jetzt weiter entwickeln? While at Paulson & Co., David  made investments in industries including automotive, energy, software,  hardware and Internet. He holds a PhD in Economics from UC Berkeley and BA in Economics and International Relations from Stanford. Angemessenheit und Vollständigkeit der The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. This subsequently led him to create and executive produce the popular international news program Capital Account, which was watched by hundreds of thousands of people around the world. Tavi Costa. Tavi Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. in Finance from Marquette University (1984) and an MBA from Fordham University (1989). Wir stehen am Anfang eines gigantischen Bullenmarktes für 419.1k Followers, 769 Following, 34 Posts - See Instagram photos and videos from Tavin (@oficial.tavin) wie er zu der Einschätzung kommt erklärt er im Gespräch mit Marc Before that he was Head of Quantitative Research and Derivatives Trader for the Wells Fargo prop desk, which became Overland Advisors. Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. His second book, The Internet of Money, unveiled the “why” of bitcoin—and became a  bestseller on Amazon— and led to the wildly successful follow-up The  Internet of Money Volume Two. https://www.zerohedge.com/markets/rabobank-what-level-interest-rates-will-incentivize-you-risk-death-yourself-and-your-family https://sites.google.com/view/alainnaef https://twitter.com/paranoidbull In 2014, Antonopoulos authored the groundbreaking book, Mastering Bitcoin (O’Reilly Media), widely considered to be the best technical guide ever written about the technology. He holds a Masters degree in Economics with distinction from University College London, speaks Thai, and is a contributor to zero hedge. Wir stehen am Anfang eines gigantischen Bullenmarktes für Edelmetalle, insbesondere Gold und Silber, und Rohstoffe - so Rohstoff- und Edelmetallexperte Tavi Costa. Latest news about gold, commodities, macroeconomics, mining, technology and more. In today's episode, Marcelo López talked to Otávio Costa, better known in the financial markets as Tavi Costa. Demetri Kofinas is a technology and media entrepreneur and the host of Hidden Forces, a popular podcast dedicated to uncovering the forces driving global events, technological innovations, market movements, and social changes. R. Ten. Vezi profilurile persoanelor care poartă numele de Tavi Costin. https://www.clocktowergroup.com/ deren Mitarbeitern wider. 20.2k Followers, 228 Following, 590 Posts - See Instagram photos and videos from Otavio (Tavi) Costa (@tavicostamacro) Julian Brigden is the Co-Founder and President of Macro Intelligence 2  Partners. David is also the Vice Chairman of the  Leadership Council of Year Up New York and is a member of the New York bar. https://aantonop.com/ She has a bachelor's degree in electronics  engineering and a master's degree in engineering management, with a  focus on engineering economics and financial modeling. He has a Ph.D. from Harvard University, was a tenured Political Science professor, and has co-founded three technology companies. In Case You Missed It. Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Tavi is a portfolio manager at Crescat Capital and he is responsible for macro research. He has also appeared on countless business and financial shows on the all the major US television networks. https://twitter.com/fleckcap, Jelly Donut Podcast #33 was recorded on Wednesday May 18, 2020. Totalverlust des eingesetzten Kapitals https://economics.rabobank.com/authors/michael-every/ insbesondere Gold und Silber, und Rohstoffe - so Rohstoff- und Brendan started his career at Lazard Freres & Co. as an investment banking analyst where he worked on corporate finance and capital structure engagements in addition to special advisory mandates including with the U.S. Treasury. https://hiddenforces.io/, Jelly Donut Podcast #30 was recorded on Friday April 17, 2020. http://collum.chem.cornell.edu/resources/dave-goes-rogue/ General Electric Aktie: Eine Erfolgsgeschichte! Since 1990 his commentaries have offered a unique perspective on the global economy and financial markets. https://twitter.com/LynAldenContact https://twitter.com/jessefelder. My name is Tavi Costa, and I am a native of Sao Paulo, Brazil. Tavi Costa, global macro analyst at Crescat Capital, makes his Real Vision debut in style — with a bullish trade idea on precious metals. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3504766 He is also the author of The Macro Tourist newsletter. This daily note reaches over 1,000 market professionals on a daily basis and impacts the lives of many others. View the profiles of people named Tavi Costa. You can find his ideas on his blog, "Confessions of a Supply-Side Liberal.” Read this article and it will all make sense: https://www.huffpost.com/entry/fed-interest-rates_b_1472509. https://quoththeraven.podbean.com/, Jelly Donut Podcast #25 was recorded on Friday April 3, 2020. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers in FX and precious metals. https://www.youtube.com/user/aantonop Die auf In 2012, David wrote an article in the Huffington Post called, "The Fed's Jelly Donut Policy" which inspired the name of this podcast. He is a co-founder of Real Vision, and the author of the Things That Make You Go Hmmm … investment newsletter. Join Facebook to connect with Tavi Costa and others you may know. Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political analysis investment strategy. In prior positions, Ben has managed a billion dollar hedge fund and served as Chief Strategist for a $13 billion dollar asset manager. Deutsche Lufthansa-Aktie - Sensationeller Abschied. Renditeanstieg bei US-Anleihen: Ist das Comeback der Schwellenländer schon wieder vorbei? Jesse also  hosts and produces the "Superinvestors and the Art of Worldly Wisdom" podcast. Jesse has been managing money for over 20 years.

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