이 팟캐스트가 더 이상 새로운 에피소드를 공개하지 않을 수 있으며, 일부 오디오가 깨져 있을 수 있습니다.
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이 팟캐스트 소개 🔗
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors.
Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
업데이트 빈도:
biweekly
평균 오디오 길이:
69 minutes
게스트 인터뷰
영어
미국
에피소드 24 개
2024년 6월 27일부터
episodic
최신 에피소드 🔗
In Episode 25, Amy Wilkinson discusses the mindsets and skillsets requiredfor successful business scaling. A best-selling author, entrepreneur, and facultymember at Stanford Graduate School of Business, Amy shares key insights fromher research and experience working with leading global companies a…
이전 에피소드 🔗
In Episode 24, Amy Andersen, CEO of Linx Dating joins Nadine Terman and Ben Brey to discuss the business of love. With a career spanning over two decades, Amy is a preeminent authority in the art of curated matchmaking for elite global clientele.
In Episode 23, we welcomed David Levenson, a veteran of Wall Street fixed income trader, to discuss his thesis that what is going on right now is a reset, not a bear market. David articulates his view through the lenses of fixed income and how it allows him to see the complexities of global markets…
Join Michael Harris for tips on market dynamics, investing + trading strategies.
In Episode 20, Nadine and Ben welcome back Rupert Mitchell of Blind Squirrel Macro to discuss the current state of financial markets in 2025. We explore topics such as whether the USD bull run is almost over, the impact of Donald Trump on economic policies, the outlook for commodities and emerging …
In episode 19, we welcome Brad Lundy, founder and CIO of Butler Hall Capital, to discuss his investment philosophy and the current state of stock picking based on fundamentals. Brad shares insights on identifying investment opportunities in changing industries, navigating market volatility, and the…
In this episode, Nadine and Ben engage with Michael De Clercq, a seasoned entrepreneur with 50 years of experience doing business in China. Michael shares his journey to China in the 1970s, the evolution of sourcing and trade relations, and the key milestones that have shaped China's economic lands…
In Episode 17, Denis Houles opens up our world to investing in fine wine. Denis is a visionary entrepreneur in the fine wine industry who founded 1275 Collections, a high-tech sanctuary for wine storage and investment. We learn about the intricacies of wine investment, current market trends, enviro…
In our sixteenth episode, we dive into the data behind private market valuations with Tyson Hendricksen, founder and CEO of Notice.co. An experienced Silicon Valley entrepreneur and investor, Tyson outlines trends in capital raised for private market opportunities and their valuations including how…
In Episode 15, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, crypto, interest rates, and, of course, market positioning into the election. In addition, we explore various macro trading strategies that he utilizes a…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Nadine Terman and Benjamin Brey에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
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I have no special talent. I am only passionately curious, and
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