Just as when we launched, the timing feels right to pause. At this point, The Jelly Donut Podcast has achieved its goal. Mission accomplished, for now. We’d like to thank all of the guests, listeners, sponsors, and stakeholders who helped make the show a success. 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. With that we’d like to say good luck. And goodbye — for now. -The Jelly Donut...

Jelly Donut Podcast #39 was recorded in April 2020. Thomas R. Saving is Director of the Private Enterprise Research Center and University Distinguished Professor of Economics at Texas A&M University. Prior to joining the economics faculty in 1968, he was on the faculty at the University of Washington in Seattle and Michigan State University. His early research was on Monetary Theory and Policy and he earned a Ph.D. from the University of Chicago in...

Jelly Donut Podcast #38 was recorded in May 2020. Katie Talati is Vice President of Research at Arca.  In her role, Katie leads the investment research team and is responsible for identifying and analyzing digital asset and blockchain opportunities, macroeconomic factors, and other investment vehicles for Arca’s family of hedge funds.  Katie has a broad investment background, previously serving as an independent consultant to startups in the financial services and FinTech space. In her...

Jelly Donut Podcast #36 was recorded on Wednesday May 27, 2020. 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. He specializes in macro investing with a focus on fixed income and conservative strategies. https://www.pragcap.com/ https://www.pragcap.com/i-did-some-podcasts-they-were-great/ https://twitter.com/cullenroche --- Support this podcast:...

Jelly Donut Podcast #36 was recorded in May 2020. Hassan Bassiri is Vice President of Portfolio Management at Arca.  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. 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....

The Jelly Donut Podcast #35 was recorded on May 27, 2020. 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...

Jelly Donut Podcast #34 was recorded on Wednesday May 7, 2020. William A. Fleckenstein is President of Fleckenstein Capital Inc., a money management firm that he founded in 1982. Since 1996, Mr. Fleckenstein has written daily market commentaries which can be found at www.fleckensteincapital.com.  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...

Jelly Donut Podcast #33 was recorded on Wednesday May 18, 2020. Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.  Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political...

Jelly Donut Podcast #32 was recorded on Wednesday May 13, 2020. Conner Brown is a JD candidate at Stanford Law School and previously visiting scholar at the Cato institute specializing in bitcoin and monetary policy.  He has published a variety of research articles on the subject, covering the economics and national security implications of...

Jelly Donut Podcast #31 was recorded on Wednesday April 29th, 2020. 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. Demetri graduated from NYU in 2004 with a dual bachelors’ degree in Economics and Political Science. Throughout the course of his career he has held positions in financial services, interactive...

Jelly Donut Podcast #30 was recorded on Friday April 17, 2020. Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. Outside of Stanford, he is the co-founder and Chairman of Long Game Savings. He received his Doctorate in Economic Geography at Oxford University and holds a Bachelor's in Economics...

Jelly Donut Podcast #28 was recorded on Friday April 24th, 2020. Brendan Whittington is an associate portfolio manager at a hedge fund unit in a Boston-based asset management firm. His focus is on corporate high yield debt and distressed credit investing with an emphasis on off-the-run middle market companies. 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...

Jelly Donut Podcast #28 was recorded on Tuesday April 7th, 2020. 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. https://twitter.com/garybasin https://garybasin.com/tiny-newsletter/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #27 was recorded on Friday May 1, 2020. Hugh Hendry is the founder and former CIO of Eclectica Asset Management https://twitter.com/hendry_hugh https://www.instagram.com/hughhendryofficial/ https://www.buzzsprout.com/1017043 https://www.realvision.com/shows/the-interview/videos/the-third-act --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #26 was recorded on Friday April 24, 2020. Chris Irons is a former bartender that is wholly unqualified to talk about finance. He hosts the popular QTR podcast. https://twitter.com/QTRResearch https://quoththeraven.podbean.com/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #25 was recorded on Friday April 3, 2020. Dr. Benn Eifert is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was Head of Quantitative Research and Derivatives Trader for the Wells Fargo prop desk, which became Overland Advisors.  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...

Jelly Donut Podcast #24 was recorded on Friday March 27, 2020. Grant Williams has spent more than 30 years in the finance industry. He is a co-founder of Real Vision, and the author of the Things That Make You Go Hmmm … investment newsletter. Grant is also a portfolio and strategy advisor to Vulpes Investment Management in Singapore, and a regular speaker at investment conferences around the globe. https://twitter.com/ttmygh https://ttmygh.com/ --- Support this podcast:...

Jelly Donut Podcast #23 was recorded on March 20, 2020. Peter Atwater is the president of Financial Insyghts and an adjunct professor in the Economics Department at William & Mary.   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.   Called "a favorite source" by Rana Foroohar of the Financial Times, Peter's work has influenced the thinking of professional...

The Jelly Donut Podcast #22 with Julian Brigden was recorded on March 18, 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...

Jelly Donut Podcast #21 was recorded on Friday March 13, 2020. Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. 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. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17...

Jelly Donut Podcast #20 was recorded on March 13, 2020. Alain Naef is currently a postdoctoral fellow at the Department of Economics at the University of California, Berkeley. Previously, he was Teaching fellow in the Economics Faculty at the University of Cambridge where obtained his PhD on central bank intervention on the foreign exchange market. He has been a teaching assistant at the Economic History department of the London School of Economics and research associate at Judge Business...

Jelly Donut Podcast #19 was recorded on Monday March 2, 2020 Michael Every is Head of Financial Markets Research, for the Asia-Pacific region, at Rabobank. He has nearly two decades of experience working as an Economist and Strategist. Previously, he was a Senior Economist and Fixed Income Strategist at RBS and was an Economist for Dun & Bradstreet. He holds a Masters degree in Economics with distinction from University College London, speaks Thai, and is a contributor to zero...

Jelly Donut Podcast #18 was recorded on February 21st, 2020  Jim Bianco is President and Macro Strategist at Bianco Research. Since 1990 his commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. Previously, he was a Market Strategist in equity and fixed income research at UBS...

Jelly Donut Podcast #17 was recorded on January 31st, 2020 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. He has an A.B., Physics, Philosophy, and Psychology.  A masters in, Statistics and Ph.D., Financial Economics, all from Stanford...