Jordi Visser is President and CIO of Weiss. In this episode. We discuss his paper "SVB, ChatGPT and the Future of Trust: The Bitcoin Moment. In this episode, we explore the debt ceiling issue, loss of trust in the US banking system and what that means for crypto and the transformative power of AI and chat GPT in the financial landscape, discussing the potential impact on the economy. Delve into the creative possibilities these technologies offer and their implications in the cryptocurrency...

Marko Papic, author of Geopolitical Alpha, joins us to discuss his framework for predicting the future for investors and how he analyzes our current Marco environment. Discover the fascinating interplay between politics and economics in our engaging conversation with Marco Papic, Chief Strategist at Clocktower Group. We delve into the importance of geopolitics, macro-events, and investment frameworks for large pools of capital while also highlighting the fundamentals of current events beyond...

Legendary Kyle Bass updates us on the threat of war from China and their potential invasion of Taiwan. We discuss the criminal activity alleged against crypto exchange Binance and CZ, and the Trojan horse that is TikTok. Kyle also gives advice to new hedge fund managers starting out and explains how times have changed with much higher risk.

Today, Ryan Pallotta moderates a panel of financial experts discussing the causes of the current crisis in the banking sector and how investors can think about its aftermath.

Short SVB since September 2022, Alex Beinfield shares his investment process explaining how he created his thesis for this massive short idea long before SVB collapsed. How a professional fund manager examines a theme and makes a trade that makes him look like a psychic. We also talk about other lateral opportunities that will happen as a result of this.

Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen. Today’s conversation focuses on: The Silicon Valley Bank (SVP) collapse. What led to it and what it means for investors. The Fed being partially to blame for banks like SVB needing to take on more risk by keeping rates so low for so long. SVB’s failure to keep a “fortress balance sheet" and take responsibility for its decisions. Eric’s assessment of Bear Stearns prior to its 2008...

Eric Rosen is an industry expert and the author of the Rosen Report. Eric gives his thoughts on an expected interest rate hike of 25 basis points and the squeeze consumers are starting to feel with auto and credit card delinquencies on the rise and credit card and mortgage balances at an all-time high. He weighs in on the probability that the US will be temporarily unable to pay its debt and lists the problems with vilifying big oil.

Jordi Visser is President and Chief Investment Officer at Weiss Multi-Strategy Advisers. In this podcast, Jordi discusses the importance of alternative investments in today's economy, his latest whitepaper, "Adapt or Die 3.0", and his views on how China and the Fed will behave in 2023. Jordi explains how asset managers generate alpha given the widespread embracing of analytics and shares his passion for longevity and how data can improve physical and financial well-being.

Host Ryan Pallotta is joined by JAG Capital's Josh Goltry, Blue Duck Capital's Alex Beinfield, Wall Street veteran Eric Rosen and Prometheus Founder and CEO Michael Wang. The result is a rollicking hour and a change of roasts and toasts—a heaping helping of insight into how these professionals navigated a tumultuous 12 months and how they plan to thrive in 2023.

Disclosure: Opinions expressed in this podcast are meant for informational purposes only and should not be considered a recommendation or investment advice. All investments involve risk. Past performance does not guarantee future results. Securities products and services offered in the Prometheus Marketplace are private placements only sold to accredited investors. Private placements, sometimes referred to as alternative investments, carry a high degree of risk, including the potential...

Herb Greenberg, Emmet Peppers, and Matt Smith discuss whether the Twitter/Elon saga jeopardizes the Tesla share price. Could Elon step down as the Tesla CEO, and should he? We get into the banning of journalists from Twitter for encouraging "ElonJet." In this episode, we have some of the best Prometheus commentators analyzing the drama people can't stop talking about. Open conversations and healthy debate amongst people with different opinions are crucial; this episode delivers precisely...

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Josh talks about his reaction to FTX's collapse, the incongruencies beginning to arouse suspicion around Co-Founder Sam Bankman-Fried, and the salacious goings on at the exchange's Bahamian HQ. He then describes how so many seemingly sophisticated investors bought into what amounts to a Ponzi scheme and talks about how FTX's collapse could be a good thing for crypto in the long term.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Josh gets right into explaining how remote work may be leading to some grossly inaccurate job figures. He explains how a stronger dollar is bad news for multinationals with US expenses, then weighs in on a conspiracy theory that suggests TikTok exists to make people outside of China dumber. He also predicts that a total US ban of TikTok could result in Meta's share price doubling in a day.

Dan Zwirn, CEO & CIO at Arena Investors, LP. Their chat begins with a look at the current maelstrom of macroeconomic events through a historical lens and reminds us that we've never seen the sort of environment we see today without it leading to a full-blown panic. Dan offers everyday investors advice on how to navigate what will likely be a long and deep recession.

Daniel Clifton, Partner and Head of Strategy research at Strategas Research Partners. In this podcast, Daniel explains how he helps institutional investors make decisions as the political landscape shifts and policies change. He describes the model that Strategas uses to accurately predict the outcome of general elections and explains why he thinks the current political environment looks like 1968.

Alon Rosin is Managing Director and Head of Institutional Equity Derivatives at Oppenheimer & Co. In this podcast, Alon talks about economic reality vs. investor positioning, portfolio management strategies to consider now, why investing professionals lean on the expertise of people with strengths in other areas, and the effects of WFH/hybrid on productivity, career longevity, and real estate.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Today's discussion is centered on Josh's focus on tech and touches upon Shopify's (SHOP) management team shake-up, cybersecurity stocks durability, the government-seeded headwinds that Nvidia (NVDA) is facing, and the likely outcome of greater vertical integration at Tesla (TSLA).

In this episode of Currently, Kyle Bass talks to us about his incredible project, Conservation Equity Management, how central banks are driving a global recession, where the economy is going, Kyles's current concerns about China, the global energy crisis, and more.

Enrique Abeya is a former hedge fund manager, a current financial newsletter editor, and the co-founder and CEO of digital media and e-commerce company Project M Group. Enrique talks about what the return of meme stock activity means, describes why this is the most target-rich environment for long-term, multi-baggers that he's seen since 2009, and talks about the pitfalls of not having a set idea about the kind of investor you are.

Jason Trennert is Chairman and Chief Executive Officer of Strategas and its related companies. In this chat, Jason lays out the three key principles that underpin the way he does business. He details his worries about tech companies valued on revenue growth and not growth in earnings or cash flows. He explains how meme stocks are damaging confidence in the system and companies’ ability to raise money.

Chris Blum is the CEO of Maximum Effort Holdings and formerly held several roles within JP Morgan, including Head of Global Equities and Head of Digital and Data Transformation. Today we talk about what the Inflation Reduction Act does and doesn't do, the time lag between economic headwinds and consumer spending, how macro events change investing decisions, and how we can anticipate a tsunami of pent-up spending in the wake of Hong Kong loosening its COVID restrictions.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Today's discussion quickly turns to the market rallying on the CPI print. Josh explains why he's currently weighing up the prospect of taking capital off the table. Discussion of Nancy Pelosi's Taiwan trip and TSM leads to Nvidia with Josh explaining the size of his position in the firm. The pair then discuss why Coinbase's lean towards greater regulation in the space will inevitably attract more institutional money.

Kyle Reardon is a real estate expert, currently plying his trade at FactSet. In this podcast, Kyle gives us some context for what may be about to happen in the housing market. He explains why the developments of the recent past are becoming unfeasible due to borrowing money becoming more expensive and opines on Amazon's decision to pause or cancel the building of warehouse sites while ramping up construction of its data centers.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Josh takes about the importance of listening to earnings calls of companies you don't own and how Nancy Pelosi's purported trip to Taiwan could have massive and sudden implications for the tech sector. He describes his position on Nvidia, which he calls the best-placed company in the world for the years ahead, and explains how his Telsa pitch in 2019 meant he didn't get a gig at Steve Cohen's Point72.