Who is Vern Bratton? A special Capital Allocators conversation with Ted Seides.
Learn more about Vern Bratton and the role he plays at iConnections. About the Episode You’ve seen him traveling by planes, trains, and automobiles (and bikes, boats, and skates) to make it to Global Alts. But how did he get here in the first place? Listen in as Ted finds out” Click here to listen […]
The Week Ahead w/ Liz, Guy & Dan + All Things Vol w/ Kris Sidial
Activist investors are on the prowl (5:00). Is the market pricing in a “soft landing” (10:00)? What do we make of the bank stocks post-earnings and how does that translate for companies reporting this week ? Is Tesla the most important company reporting earnings this week (24:00)? After the break, Dan and Guy interview Kris […]
Earnings, Fed and Jobs Preview, plus an Interview with Drew Schardt of Hamilton Lane
Guy and Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish (1:00), recap of tech earnings last week (3:30), this week’s Fed Meeting, and Chinese equities (9:20). The co-hosts go “Off The Tape” with Drew Schardt, Head of Global Investment Strategy at Hamilton Lane, and talk about the credit market (14:10), who a […]
What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish note (3:30), earnings season kicking off (9:30), Tesla volatility (20:10), and their favorite investment ideas in the market right now (28:00). Later, Dan and Guy interview Adam Demuyakor, Founder and Managing Partner of Wilshire Lane Capital, […]
Preview of the Market’s Week Ahead and an Interview with Allen Sukholitsky of Masterworks
See our show notes and transcript here On this bonus episode of “On The Tape,” Guy, Dan, and Danny preview the big events happening in the stock market this week (0:35). Later, they go “Off The Tape” with Allen Sukholitsky, CIO of Masterworks, and discuss his transition from Goldman Sachs to Masterworks (16:07), democratizing art […]
Preview of the Market’s Week Ahead and an Interview with Cormac Kinney of Diamond Standard
On this bonus episode of “On The Tape,” Guy and Dan reflect on what’s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go “Off The Tape” with Cormac Kinney, founder of Diamond Standard, and discuss his background […]
ROTTing and Threading, plus a Conversation with Michael Mealling of Starbridge Venture Capital
Guy, Dan and Danny discuss D-MO’s Twitter thread about the market (0:00:58), European banks in turmoil (6:30), and stock market volatility (12:00). Later, Dan and Guy go “Off the Tape” with Michael Mealling, General Partner at Starbridge Venture Capital, to discuss investing in the space industry (16:00). Shoot us an email at OnTheTape@riskreversal.com with any […]
Ron Biscardi discusses Building Connections with Linda Yueh on the Intelligence Squared Business Podcast
On April 22, Ron Biscardi spoke to Linda Yueh on the Intelligence Squared Business Podcast. About the Podcast In our age of disruption and uncertainty, Covid-19, and climate change, the need to debate our economic future has never been more important. In this new weekly podcast from Intelligence Squared, they speak to business leaders, […]
Ron Biscardi Talks Capital Introductions In A Digital Environment
Ron Biscardi has spent the better part of his career in finance focusing on connecting investors and managers. Along the way, he built the world’s largest capital introduction conference. In 2020, Ron saw the impact of the global pandemic and the resulting food insecurities that impacted so many. He decided to combine his ability to […]
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