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Capitalmind Podcast

Capitalmind

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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Macro Mondays

Andreas Steno Larsen

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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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Ecommerce Playbook: Numbers, Struggles & Growth

The Ecommerce Playbook

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2020 transformed the world of ecommerce forever. For the modern DTC brand, the rewards have never been greater. But the waters have also never been choppier, and the way forward has never been more uncertain. So how do you navigate this dangerous new reality? No matter how you do it, you’d better not do it alone. That’s where the Ecommerce Playbook Podcast comes in — join Common Thread Collective’s Taylor Holiday & Richard Gaffin as they bring you guiding insights from across CTC’s portfolio ...
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The Evenlode Podcast

Evenlode Investment

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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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The Carbon Copy

Latitude Media

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A narrative news show about the trends shifting our carbon-based economy. Each week, host Stephen Lacey digs into the business and technology stories that explain the rise of clean energy, the challenge to fossil fuels, and how the energy system is transforming in dramatic ways. Produced by Latitude Media.
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Gamecraft

Mitch Lasky / Blake Robbins

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Gamecraft is a limited series about the modern history of the video game business. Beginning in the early 1990's, the video game business began a radical transformation from a console and PC packaged goods business into the highly complex, online, multi-platform business it is today. Game industry legend Mitch Lasky and game investor Blake Robbins go on a thematic tour of the last 30 years of gaming, exploring the origins of free-to-play, platform-based publishing, casual & mobile gaming, fo ...
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Making Markets

Colossus | Investing & Business Podcasts

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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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A Material Point of View

Vinícius Aranda

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In this podcast, Vinnie will talk about Materials Science and Engineering focused on Metallurgy, Materials micro/nano properties and features which lead to the macro-ones. He is a Materials Engineer Graduated from the Federal University of São Carlos (UFSCar) - Brazil (2020) and has a Master's Degree in Materials Science and Engineering (2023). He is currently a doctorate candidate at the Materials Engineering Department at UFSCar. Don't forget to follow the Podcast on Instagram:https://www. ...
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Flot.bio x Philip Hemme

Flot.bio

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Watch the best Europeans in biotech to grow. Hosted by Philip Hemme. 15k monthly views. Free. Guests include Antoine Papiernik @Sofinnova, Werner Lanthaler @Evotec, Ingmar Hoerr @CureVac, Bernat Olle @Vedanta, Johannes Fruehauf @BioLabs, Rodger Novak @CRISPR Tx, Agnete Fredriksen @Nykode, Mike Ward, Thomas Clozel @Owkin, Marc de Garidel @Abivax, and Sander van Deventer @VectorY & Forbion. Your host Philip animates the conversation to dig out exciting, and sometimes contrarian ideas.
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John is a visionary who is navigating uncharted waters providing truth and fresh ideas in this new paradigm shift and great awakening. He has made it his mission to expose the Deep State and the Shadow Government at every turn awakening, inspiring and motivating those he reaches to contribute to creating a better world Looking for a fresh perspective on the world we live in? Look no further than John Michael Chambers' dynamic new show, "40,000 Foot View I Engaging Conversations." With a macr ...
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Advertising Influencers: Conversations with Marketing Thought Leaders

Instapage: The Most Powerful Landing Page Platform | Ander Frischer

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Marketing thought leaders, CMOs, and VPs from the heart of Silicon Valley and beyond, share their stories of breaking through the noise to build respected brands and successful businesses. Each episode focuses on the innovative ways these masters of marketing deliver the right message to the right audience — all with an emphasis on lowering the cost of customer acquisition. Your host Ander Frischer, Marketing Educator at Instapage, asks the questions you want answered and to gets the core of ...
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Bitcoin Rapid-Fire

John Vallis

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Bitcoin is the future of money, that is my firm belief. I use this show to learn more about this phenomenon, and its various implications, from some of the brightest minds in the space, and beyond. I'm not trying to educate or inform anyone, I'm sharing my own journey of attempting to understand bitcoin, and delving in to some of the less obvious, but incredibly profound, aspects of its emergence in the global culture.
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Stocks & Scotch

Kentaro Makino

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An investing podcast where we talk about our thoughts on the market and companies while mixing in some delicious whiskies. Find us on Facebook! https://www.facebook.com/StocksAndScotch
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The Online Teaching Lounge

American Public University

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Online teaching can be challenging, rewarding, engaging, and fun. American Public University brings you the Online Teaching Lounge, a podcast for educators, academics, and parents featuring online teaching tips, topics, and strategies. To learn more, visit StudyatAPU.com. Hosted on Acast. See acast.com/privacy for more information.
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My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover …
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Get ready for the holiday season with essential Google Ads strategies that will help you maximize your sales and profitability! In this episode, Richard is joined by Tony Chopp to discuss the six critical steps you need to take to optimize your paid search campaigns for the upcoming holiday rush. From mastering promotional visibility to understandi…
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Dynamic pricing is everywhere – and impacts all of us. Whether it's the time of day, your location, or the amount of demand, so many of our decisions are driven by real-time pricing changes. But it's still a relatively new concept in electricity. This week, we're featuring a conversation with Scott Engstrom of GridX and Economist Ahmad Faruqui on t…
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In this episode, Richard and Taylor discuss how to navigate the complexities of a distressed business. They dive into three critical steps for de-stressing a struggling business, from cutting costs to optimizing customer acquisition strategies and narrowing down focus areas to regain profitability. Drawing from their experience at CTC and real-worl…
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We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week t…
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India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth. Guests: Rachel Chua, VP-Senior Analyst; Sweta Patodia, AVP-Analyst Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research: Nonfinancial Co…
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We’re in Munich 🇩🇪 with the founder of one of the 15 most valuable European biotechs, Harpreet Singh.We talked about the field of PRAME receptors, TCR therapeutics and cell therapy at large. We also talked about the combination with mRNA therapeutics and his upbringing in a Sikh family in Germany. 🔗 LINKS MENTIONEDLabiotech.eu | “Interview Harpreet…
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My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his skillsets as a trader and an economist. In this discussion, we talk about why economists are usually bad investors, how Mark approac…
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In this episode, Richard is joined by Tony Chopp, CTC’s VP of Paid Media, to talk holiday media buying strategies for Q4. They discuss the critical role of incrementality in paid media, how to prepare your ad accounts for the busiest season of the year, and the 7 C’s of CTC’s media buying principles that can elevate your campaigns on Meta and Googl…
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In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024. Not all of these texts are obvious light-reading material for the beach, but we hope you find the list of interest! --- Please note, these views rep…
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In this episode, we talk about what could be the most consequential Meta update of all time. Richard and Taylor break down Meta's latest ad optimization changes and what they mean for your business. We explore the two key updates: optimizing for third-party measurement tools like Google Analytics and Northbeam, and the introduction of optimization …
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We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Toke…
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Today, we're replaying my episode with Nik “The Carny” Lentz. It's not every day you talk to a UFC fighter turned trader. And this conversation is both intense and insightful. We start by talking about Nik's journey from a difficult childhood to a UFC career and his philosophy on fighting, parenting, and life. We then cover his move to trading deri…
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In this episode of the Capitalmind Podcast, Deepak and Shray dissect the surge in New Fund Offerings (NFOs) by mutual funds, dissecting why fund houses are launching new schemes and who truly benefits from them—whether it’s the AMC, the customer, or intermediaries like distributors. We also discuss the economics of fund distribution, the role of in…
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Welcome to the official kickoff of the 2024 holiday season! In this video, we're diving into what's shaping up to be a weird and challenging Q4 for ecommerce brands. Our VP of Strategy at CTC, Luke Austin, joins us to break down the three big reasons why this holiday season is so unusual and what you need to do to navigate it successfully. Cyber Mo…
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In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere. --- Please note, these views represent the opinions of the Evenlode team as of 14th August 2024 and do not co…
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Welcome to the July edition of the State of the Industry podcast. In this episode, we talk about the influence of political spending on direct to consumer (DTC) businesses. Join us as we explore how the upcoming presidential election could impact advertising costs, consumer behavior, and overall business performance. We’re joined by industry expert…
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Challenges include the region’s reliance on fossil fuels to meet energy demand amid population growth, the companies’ weak financials and governments’ reliance on revenue from oil and gas producers. Guests: Roxana Munoz and Carolina Chimenti, both Vice President - Senior Analysts, Corporate Finance Group, Moody's Ratings Host: Vittoria Zoli, Analys…
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This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week i…
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My guest today is Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India, and today, he lays out a compelling case for investing in the country. We start by contrasting India with China and explaining why China receives all the attention despite the …
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In this episode of the podcast, we’re thrilled to welcome a special guest from the Google empire, Ginny Marvin, Google Ads Liaison. With years of experience in paid search and digital advertising, Ginny shares her journey from the early days of Yahoo to becoming the bridge between advertisers and Google’s internal teams. Join us as we dive deep int…
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In this episode Richard and Taylor discuss a common challenge faced by ecommerce brands today: spending more to acquire the same number of customers. Taylor breaks down the key reasons behind this issue, exploring topics like channel diversification, media spend allocation, and the complexity of optimizing ad performance. They discuss how expanding…
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This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Dis…
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My guest this week is Herman Narula, the CEO of Improbable. Improbable is an ambitious company that is building the infrastructure for an open metaverse. We dive into his vision for the metaverse, the technical requirements, the economic model, the role of blockchain, and more. We also cover the issues with AI regulations and the gaming industry. P…
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In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings. --- Please note, these views represent the opinions of the Evenlode team as of 31st July 2024 and do not constitute investment advice. Past performan…
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This episode is a blend of Taylor's passions: baseball and ecommerce. We're joined by Josh Shapiro and Bill Rom of Baseball Lifestyle 101, two legends who have just pulled off an extraordinary marketing feat during the off-peak season for ecommerce. How did they do it? In this episode: Josh shares his journey from starting a baseball focused Instag…
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Rate hikes in Turkiye have slowed inflation, and confidence in the country’s currency is increasing. The sovereign’s creditworthiness is improving as a result, along with that of Turkish companies. Guests: Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group, Moody’s Ratings; Iker Ballestero Barrutia, Analyst, Corporate Finance Group, …
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This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE …
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The pressing challenges and pivotal moments that define our nation today. Featuring the insights of "Patriot Streetfighter" Scott McKay, this episode covers a range of critical topics, including an analysis of the Trump assassination attempt, the 2024 election landscape, and the greatest threats facing humanity today. Join us as we explore urgent e…
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My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of the unique features that define the country, such as the lack of trust and the low levels of debt. We also talk about segmenting t…
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In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice. Past performance is not a r…
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In this episode, Richard and Luke Austin go deep into the concept of incrementality. They discuss how CTC helps brands answer three critical questions for a predictable and profitable ecommerce growth plan: What should my total budget be to maximize profitability? How should this budget be allocated across channels for the most incremental outcome?…
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We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Sing…
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In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth companies and AI investment. The conversation covers the complexities active managers face, the unique AI spending cycle, the role o…
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In this episode, we are thrilled to have Nick Stoltz, Chief Strategy Officer at Measured, as our guest. Join us as we jump into the world of ecommerce measurement, focusing on the critical topic of incrementality.Nick shares his extensive experience in the industry, discussing the importance of accurate measurement and how it has evolved over the y…
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In this episode of the podcast, Richard and Taylor jump into some of the hottest topics in ecommerce right now. Fresh off the July 4th weekend tweet, Taylor shares his hottest ecommerce takes that have sparked conversations and debates across the industry.Highlights from the episode:-The importance of creating more ads and why having a top-notch vi…
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The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest: David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host: Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moo…
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