Jelly Donut Podcast #16 was recorded on January 24th, 2020 Dave Collum is a professor of Organic Chemistry at Cornell University. His popular year in review is widely anticipated among market participants and his work has been featured in ZeroHedge and Peak Prosperity. He’s appeared on Real Vision as well as many podcasts including Tales from the Crypt and QTR. He holds a B.S. in Biology from Cornell and a Ph.D Chemistry from...

Jelly Donut Podcast #15 was recorded on January 17th, 2020. Marty Bent is a bitcoiner. He's writes a daily newsletter called "Marty's Bent" and hosts the Tales from the Crypt podcast. https://twitter.com/MartyBent https://tftc.io/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

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...

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...

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...

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...

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...

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...

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,...

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 --- Support this podcast:...

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...

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...

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,...

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...

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...

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...

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Introducing the Jelly Donut Podcast.  We'll explore the unprecedented stimulus from central banks around the world: quantitative easing, ZIRP, negative interest rates, and more. How does it all end? Coming soon to wherever you get your podcasts. --- Support this podcast: https://anchor.fm/jellydonutpodcast/support