Jelly Donut Podcast

Jelly Donut Podcast

By Ryan
Making finance and economics fun, one episode at a time
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Jelly Donut Podcast #10 - George Pearkes

Jelly Donut Podcast

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Jelly Donut Podcast #14 - Mark Yusko
Jelly Donut Podcast #14 was recorded on January 10th, 2020. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC). Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. He received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago. https://twitter.com/MarkYusko https://www.morgancreekcap.com/ https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA
52:10
January 17, 2020
Jelly Donut Podcast #13 - Andreas M. Antonopoulos
The Jelly Donut Podcast #13 was recorded on December 20, 2019. Andreas M. Antonopoulos is a best-selling author, speaker, educator, and one of the world’s foremost bitcoin and open blockchain experts. He  is known for delivering electric talks that combine economics,  psychology, technology, and game theory with current events, personal anecdote, and historical precedent effortlessly transliterating the  complex issues of blockchain technology out of the abstract and into the real world. 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. 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. His fourth book, Mastering Ethereum (O’Reilly Media) was published in December of 2018. 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. https://twitter.com/aantonop https://aantonop.com/ https://www.youtube.com/user/aantonop https://www.patreon.com/aantonop
34:34
January 10, 2020
Jelly Donut Podcast #12 - Tavi Costa
The Jelly Donut Podcast #12 was recorded on December 6, 2019. Tavi Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research.  Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg. https://twitter.com/TaviCosta https://twitter.com/crescatkevin https://www.crescat.net/
1:09:09
January 3, 2020
Jelly Donut Podcast #11 - Lyn Alden
The Jelly Donut Podcast #11 was recorded on December 6, 2019. 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.  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.  Her investment strategy focuses on value investing with a macro overlay, which means finding long-term opportunities in individual stocks and various asset classes while taking into account the broader macro picture. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. 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://twitter.com/LynAldenContact https://www.lynalden.com/ https://www.lynalden.com/premium/
1:05:26
December 20, 2019
Jelly Donut Podcast #10 - George Pearkes
The Jelly Donut Podcast #10 was recorded on November 24, 2019. George Pearkes is the Global Macro Strategist for Bespoke Investment Group. He covers markets and economies around the world and across assets, relying on economic data and models, policy analysis, and behavioral factors to guide asset allocation, idea generation, and analytical background for clients of ranging from individual investors to large institutions. George started his career at Bank of America. He graduated from Duke University with a major in Public Policy, a minor in economics, and certificate in Markets and Management Studies.  https://twitter.com/pearkes https://twitter.com/bespokemacro
1:19:40
December 14, 2019
Jelly Donut Podcast #9 - Julian Brigden
The Jelly Donut Podcast #9 with Julian Brigden was recorded on November 24, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. He brings 25 years of experience in financial markets. 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. 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. 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. https://twitter.com/JulianMI2 https://www.mi2partners.com/ https://twitter.com/MI2Partners https://twitter.com/MI2Thoughts https://www.realvisionresearch.com/macro-insiders/
1:09:24
December 6, 2019
Jelly Donut Podcast #8 - Tony Greer
Jelly Donut Podcast #8 - Tony Greer The Jelly Donut Podcast #8 with Tony Greer was recorded on November 8, 2019. Tony Greer is Editor of the Morning Navigator newsletter.  He managed currency and commodity risk for Sumitomo Bank, UBS, and Goldman Sachs throughout the 1990's.  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.  The only constant, along 30 years of institutional trading, has been Tony's daily written commentary on markets, currently known as the Morning Navigator newsletter.  This daily note reaches over 1,000 market professionals on a daily basis and impacts the lives of many others. https://twitter.com/TgMacro https://tgmacro.com/ https://www.realvision.com/tv/shows/tony-greer-interviews
56:02
November 23, 2019
Jelly Donut Podcast #7 - Kevin Muir
The Jelly Donut Podcast #7 with Kevin Muir was recorded on November 1, 2019. Kevin Muir heads research of global and domestic investment products at East  West Investment Management.  Kevin is the former Head of Equity  Derivatives at RBC Dominion Securities and was awarded the CFA Charter in 2001.  He is also the author of The Macro Tourist newsletter. https://www.themacrotourist.com/ http://eastwestfunds.com/ https://twitter.com/kevinmuir
1:04:53
November 15, 2019
Jelly Donut Podcast #6 - Tom Atteberry
The Jelly Donut Podcast #6 with Tom Atteberry was recorded on October 22, 2019. Tom Atteberry joined the First Pacific Advisors in 1997. He serves as Portfolio Manager for the FPA New Income, Inc., FPA Flexible Fixed Income Fund and Source Capital, Inc.  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. He earned a Bachelor’s degree in Business Administration from Texas Christian University and is a CFA Charterholder. https://fpa.com/ https://fpa.com/about-us/team https://fpa.com/funds/overview/capital
1:00:37
November 8, 2019
Jelly Donut Podcast #5 - Miles Kimball
The Jelly Donut Podcast #5 with Miles Kimball was recorded on October 17, 2019. Miles Kimball holds the Eaton Chair in Economics at the University of Colorado Boulder and is Emeritus Professor of Economics and Survey Research of the University of Michigan.  He is a pioneer in monetary policy is an advocate for deep negative interest rates to successfully fight economic crises. You can find his ideas on his blog, "Confessions of a Supply-Side Liberal.” He holds a BA in Economics from Harvard, Master's in linguistics from BYU, and a also doctorate in economics from Harvard. https://blog.supplysideliberal.com/emoney https://blog.supplysideliberal.com/ https://www.colorado.edu/economics/people/faculty/miles-spencer-kimball https://twitter.com/mileskimball
59:00
November 1, 2019
Jelly Donut Podcast #4 - Jesse Felder
The Jelly Donut Podcast #4 with Jesse Felder was recorded on October 21, 2019. Jesse has been managing money for over 20 years. 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.  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.  Jesse also  hosts and produces the "Superinvestors and the Art of Worldly Wisdom" podcast. Today he lives in Bend, Oregon with his wife and two kids. https://thefelderreport.com/ https://thefelderreport.com/podcast/ https://twitter.com/jessefelder
50:06
November 1, 2019
Jelly Donut Podcast #3 - David Einhorn
The Jelly Donut Podcast #3 with David Einhorn was recorded on October 25, 2019. David Einhorn is the president of Greenlight Capital, a long/short hedge fund he co-founded in 1996.  He is active in various philanthropic efforts including City Year New York, Sohn Investment Conference, Robin Hood Foundation, and Einhorn Charitable Trust. He graduated from Cornell University and is the author of the book, Fooling Some of the People All of the Time. In 2012, David wrote an article in the Huffington Post called, "The Fed's Jelly Donut Policy" which inspired the name of this podcast.  Read the article here: https://www.huffpost.com/entry/fed-interest-rates_b_1472509.
21:28
November 1, 2019
Jelly Donut Podcast #2 - Ben Hunt
The Jelly Donut Podcast #2 with Ben Hunt was recorded on October 14, 2019. Ben Hunt is the Chief Investment Officer at Second Foundation Partners, a consultant for large institutional investors, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory, history and nature.  Over 100,000 professional investors and allocators across 200 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics.  In prior positions, Ben has managed a billion dollar hedge fund and served as Chief Strategist for a $13 billion dollar asset manager. He has a Ph.D. from Harvard University, was a tenured Political Science professor, and has co-founded three technology companies.  Ben spends lots of time on a family owned farm, which inspires many original ideas on the parallels between human and animal behavior. https://www.epsilontheory.com/w-ben-hunt/ https://www.epsilontheory.com/ https://www.epsilontheory.com/the-pack/ https://twitter.com/EpsilonTheory
1:04:04
November 1, 2019
Jelly Donut Podcast #1 - David Levine
The Jelly Donut Podcast #1 - David Levine was recorded on October 14, 2019. David Levine founded Odin River in 2015.  Previously, David served as CIO of Artivest, a venture-backed company that provides Insight and Access to exceptional investing. Before  Artivest, David honed his investing experience at Paulson & Co., a hedge fund firm led by John Paulson.  While at Paulson & Co., David  made investments in industries including automotive, energy, software,  hardware and Internet. David was previously on the private equity investment team at Colony Capital, making investments in gaming,  hospitality and real estate.  His investment experience also includes time at Canyon Capital and PAAMCO. David began his career in Lehman Brothers’ Mergers & Acquisitions Group where he focused on power.   David received an MBA, with honors, from Harvard Business School and a  JD, cum laude, from Harvard Law School.  He graduated from Washington  University, receiving an AB in Philosophy, summa cum laude, and a BSBA  in Finance, magna cum laude. David is also the Vice Chairman of the  Leadership Council of Year Up New York and is a member of the New York bar. David is an angel investor and advisor to startups in industries ranging from Clean Energy to Financial Technology. He has been an active tweeter and blogger since 2007 and has been quoted in publications like the NY Times and MIT Tech Review. He was named one of the top 55 undiscovered “rockstars” in tech by Business Insider and TechCrunch. David resides in the West  Village of Manhattan with his wife and their young daughter. https://www.odinriver.com/ https://twitter.com/paranoidbull https://twitter.com/davealevine
48:20
November 1, 2019
Introducing the Jelly Donut Podcast
Introducing the Jelly Donut Podcast. What do Jelly Donuts have to do with finance and economics? Read this article and it will all make sense: https://www.huffpost.com/entry/fed-interest-rates_b_1472509.  We'll explore the unprecedented stimulus from central banks around the world: quantitative easing, ZIRP, negative interest rates, and more. Have we been fed one donut too many? Is it possible to have too much of a good thing?  How does this all end? Coming soon to wherever you get your podcasts.
00:38
October 28, 2019