Insights
Insights
October 26, 2023
50 Leading Women in Hedge Funds 2023
Discover ’50 Leading Women in Hedge Funds 2023′ in partnership with EY, celebrating industry diversity and trailblazing achievements.
This edition marks the eleventh edition of our 50 Leading Women in Hedge Funds report and is published in association with EY for the tenth time. We thank EY for their continued support for this inspiring report and thank our industry network for continuing to provide nominations for exceptionally talented high achievers in the hedge fund industry.
We first published this report in 2009 and continue to receive nominations for women who have featured before over the past fourteen years, but we restrict the number of repeats to special circumstances such as significant promotions or other milestones; one repeat this year is Lone Pine’s COO Kerry Tyler who is celebrating a 25 year anniversary with the company.
Five firms are featuring for the first time: alternative credit manager, 400 Capital Management; managed futures multi-manager, Abbey Capital; illiquid alternatives specialist, Fiera Private Markets; alternatives allocator, Hedonova; digital currency manager Nickel Digital’s multi-strategy Constellation Fund; systematic cryptocurrency hedge fund Strix Leviathan; and multi-strategy equity market neutral sector specialist, Woodline Partners.
The remaining firms namely Balyasny, Bridgewater, Brevan Howard, Caxton Associates, Citco, Citadel and its affiliates, Citadel Securities, D.E. Shaw Group, Dechert, Indus Capital, Lone Pine, Maples Group, MFA, Marshall Wace, Millennium Management, Moore Capital, Mudrick Capital, Point72 and affiliate Cubist, Schonfeld Strategic Advisers, Sculptor, Schulte Roth & Zabel, Seward & Kissel, Sidley Austin, Simmons & Simmons, Surveyor Capital, Taconic Capital Advisers, Tudor Investment Corporation, Verition and Wellington Management have featured at least once before and some more frequently (if not necessarily featuring in every single report). These firms provide serial honourees because they boast a broad and deep bench of senior female professionals – who are also getting promoted. The giant multi-strategy platforms have a big presence because they employ such large teams – Millennium Management has more than 5,000 employees.
Nearly eighty percent of the women in this report work for hedge fund or other alternative managers (including some that have returned external capital and are strictly speaking family offices); twelve work for service providers; one for a trade association; and one for a specialist networking platform and conference organiser.
Most work for medium sized or larger firms, though we are open to those founding their own firms or units within firms. Sadie Raney co-founded Strix Leviathan, and Natalie Faye Smith has co-founded a number of businesses within Brevan Howard, including BH Digital.
The report illustrates a spectrum of senior investment and non-investment job functions.
Ten women are in investment or trading roles covering areas such as equities, fixed income, commercial mortgage-backed securities and global macro trading. Fourteen are in sales, marketing, business development, investor relations or client servicing roles, often dealing with many of the world’s largest institutional investors. Six are in human resources (where hiring portfolio managers can also be dubbed “business development” inside multi-strategy funds), which is often driving forward the diversity of teams. Twelve are lawyers, working either as in-house counsel or in private practice: some of whom have expertise in ESG. Five are in operational and/or financial roles. There is a broker relations specialist and an industry advocate.
Some are wearing multiple hats: one individual combines responsibility for trading and execution with DEI (Diversity, Equity and Inclusion).
Some 80% of this year’s honourees are based in North America, mainly the US, with two in Canada and one in the Cayman Islands, which reflects the US-heavy industry asset breakdown. In Europe, seven are based in the UK, one in France, and one in Ireland. In Asia, three honourees are based in Hong Kong. Many of the women based in North America have come from other countries, such as Albania, Australia, China and Ireland.
Many honourees participate in multiple women’s groups inside and outside their firms, such as formal women’s affinity groups or networks at BNP Paribas, D. E. Shaw, Exodus Point, Millennium Management and Tudor; while Bridgewater’s Melody Rollins co-founded a wider industry group, Women of Color in Investments. Mentoring is also receiving more attention as firms seek to increase the diversity of their internships, university recruitment and lateral hires, and more broadly entrepreneurship in and around the industry. Some women mentor those from their alma mater schools or colleges, while others broaden it out to encourage first time university applicants. Citadel has a Thrive Scholars program for students of colour from low income communities interested in careers in finance. One individual in this report is mentoring incarcerated people on their business ideas.
Gender equalit is attracting ever more attention. The 2023 Nobel prize for Economic Sciences was awarded to Claudia Goldin of Harvard University, for her work on women’s earnings and labour market participation over the centuries, which included documenting the gender pay gap. Female participation has been climbing up the right hand side of a U-shaped curve since the services sector started to dominate over manufacturing in the early twentieth century. Some professional services firms, such as a law firm in Hong Kong, now have more female than male trainees. Elsewhere in the industry, there is much further to go, but hedge fund managers are traveling along a positive trajectory for diversity.
– Hamlin Lovell, Editor, The Hedge Fund Journal
March 28, 2023
Institutional Allocator Outlook Survey 2023
October 28, 2022
SALT iConnections Asia to Convene Top Alternative Investment Leaders in Singapore Next Month
NEW YORK and SINGAPORE, Oct. 28, 2022 /PRNewswire/ — SALT, a premier global thought leadership forum, and iConnections, the largest capital introduction platform and app, today announced details of the upcoming SALT iConnections Asia conference, taking place November 14-16 at the Marina Bay Sands in Singapore.
SALT is returning to Singapore to host its annual Asia event for the first time since 2013. This year’s event will convene the world’s leading alternative investment managers, entrepreneurs and policymakers for three days of thought leadership, roundtables and networking.
This year’s agenda will feature keynotes and c-suite panels:
- Analyzing macro trends in a fragmented region
- Sharing family office insights on alternative assets
- Discussing the untapped potential of digital assets in APAC
- Covering fundraising opportunities in Asia’s alternatives industry
- Decoding Asia’s investment playbook for private equity and venture capital
- Mapping out the geopolitical landscape
Over 150 allocators from across the globe are currently confirmed to attend, including from Bank of Singapore, Blackstone, GIC, Partners Capital, Northwestern University and UBS. Nearly half of registered allocators represent single family or multi-family offices, over 20% are fund of funds and additional primary institutional investors include endowments, foundations, pensions, sovereign wealth funds, governments and asset managers.
Speaker highlights include:
- Debra Ng, Partner, Albourne Partners
- Gilman Louie, Chief Executive Officer, America’s Frontier Fund
- Kher Sheng Lee, Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs, AIMA
- Bob Diamond, Founder & Chief Executive Officer, Atlas Merchant Capital
- Kim Rosenkilde, Group CIO, Aviva Singlife
- Joe Marenda, Global Head of Digital Assets Investing, Cambridge Associates
- Bonnie Yu, Director, External Portfolio Management, CDPQ
- Nydia Zhang, Investment Director, Ferretto Capital
- Parag Khanna, Founder & Managing Partner, FutureMap
- Roman Matla, Director, APAC – Diversity, Equity & Inclusion, Google
- Charmaine Chin, Managing Director, Hedge Fund Solutions Group (BAAM) and Head of Asia Manager Selection
- Norbert Ling, Credit Portfolio Manager, Invesco
- Punk 6529, NFT Collector, Investor, Thought Leader
- Adam Watson, Partner & Co-Head of Asia Pacific, Partners Capital
- Kai-Fu Lee, Chairman & Chief Executive Officer, Sinovation Ventures
- Antony Lewis, Director, Blockchain, Temasek
SALT and iConnections are proud to partner with organizations from across the globe to help create premium content for this year’s event:
- Out Leadership, Out Leadership’s founder and CEO Todd Sears will be presenting at the conference about Out Leadership’s new Return on Equality™ ESG Initiative.
- Alternative Investment Management Association (AIMA), the global representative of the alts industry with 2,100 corporate members collectively managing over $2.5T in over 60 countries.
- Standards Board for Alternative Investments (SBAI), a global active alliance of asset managers and allocators dedicated to advancing responsible practice, partnership and knowledge.
- 100 Women in Finance, a global organization committed to gender equity in finance by promoting diversity, raising visibility, and empowering women to find their personal path to success.
“We look forward to hosting the most important investors, thought leaders and entrepreneurs in the APAC region next month and bringing SALT back to Singapore,” said John Darsie, Managing Director of SALT. “Singapore and APAC are an increasingly important region for both LPs and GPs, and we’re excited to partner with iConnections to offer further opportunities for networking and introductions.”
iConnections CEO Ron Biscardi added, “We are proud to continue our partnership with SALT to bring top-quality content and LP-GP networking to Singapore.”
More details about the conference and how to register can be found here. Follow SALT on LinkedIn and Twitter to stay up to date.
About SALT
SALT is a global thought leadership forum focused on innovation and investing founded in 2009 by Anthony Scaramucci and SkyBridge Capital. Its mission is to empower big ideas by connecting people and capital. SALT’s flagship events bring together the world’s foremost investors, creators and thinkers for high-level collaboration and networking. First airing in May 2020, SALT Talks is a digital media series featuring conversations with leading entrepreneurs. For more information please visit https://www.salt.org/ and follow SALT’s Twitter and LinkedIn for content and updates.
About iConnections
iConnections is a software-powered community connecting the investment management industry. iConnections’ platform and app allows managers to securely share company information with allocators, who can seamlessly evaluate and engage with relevant managers. The scalable technology powering iConnections can be used for all types of bespoke investor events. In an increasingly digital world, iConnections has reimagined how the investment industry connects. Visit https://iconnections.io to learn more.
Media Contacts
Prosek Partners, on behalf of SALT
pro-salt@prosek.com
Diana Arakelyan
Chief Marketing Officer, iConnections
diana@iconnections.io
SOURCE: https://www.yahoo.com/now/salt-iconnections-asia-convene-top-010000646.html
August 12, 2022
Digital Asset Outlook 2022: Taking the pulse of institutional allocators
We’re thrilled to announce that our Digital Asset Outlook 2022 survey report is now live. Huge thanks to all of iConnections’ valued allocators who participated in the survey, and to Galaxy Digital, who partnered with us to produce the report. Crypto prices have recovered from their June lows, with Ethereum leading the charge ahead of its much anticipated “merge”.
June 23, 2022
iConnections Global Macro Spotlight
‘Macro Video Spotlight Series’
We’ve created videos where you can hear first-hand from our portfolio managers. Each manager discusses positioning, risk management, current opportunities and how their strategies can deliver a highly diversifying return stream.What We See in the Market
High market volatility has been a tail wind in recent months. The investable HFRI 500 Macro Index maintained resilience in May and was negative by -0.10%, bringing its YTD return to +14.2%. We expect global macro funds to continue to outperform as we expect market volatility to remain elevated given geopolitical tensions, inflation persistence and growing economic divergence amongst countries. Download Report
News
August 29, 2023
iConnections Selected as Networking Partner for Sohn San Francisco Investment Conference
July 12, 2023
iConnections named as Technology Partner for Capitalize for Kids’ 10th Annual Investors Conference
New York, NY (PRWEB) July 12
iConnections, a leading provider of financial technology services and solutions, is thrilled to announce its collaboration with Capitalize for Kids as the chosen Technology Partner for the 10th annual C4K Investors Conference. Capitalize for Kids is a non-profit organization dedicated to improving operating conditions in the youth mental health sector. Since 2014, Capitalize for Kids has successfully raised over $13 million through the generous contributions of individuals, families, and firms who share a common commitment to mental health services and philanthropy. Their mission is to address the critical issue of limited access to youth mental health services by focusing on capacity building and reducing waitlists, ensuring children receive the vital mental health support they require. Taking place on October 18th and 19th in Toronto, the 10th annual C4K Investors Conference will gather more than 450 attendees from the alternative investment community. Powered by iConnections, this conference will provide an exceptional platform for one-on-one meetings, fostering meaningful connections and valuable interactions among industry professionals. Fund Managers and Allocators can participate in cap-intro meetings, organized by iConnections, enhancing their networking opportunities. Ron Biscardi, CEO of iConnections, stated, “We are honored to be selected as the Technology Partner for Capitalize for Kids’ 10th annual C4K event. At iConnections, we are passionate about facilitating connections that drive positive change. Through our partnership with Capitalize for Kids, we aim to support their crucial mission of enhancing youth mental health services and making a lasting impact.” Capitalize for Kids’ Managing Director, Lucia Liscio, shared their excitement about the collaboration, saying, “We are delighted to have iConnections as our Technology Partner. Their innovative platform and dedication to connecting industry professionals aligns perfectly with our mission. Together, we can create a meaningful impact on youth mental health and work towards a future where every child receives the support they need.” iConnections invites attendees of the C4K Investors Conference to experience the power of their platform firsthand. By leveraging iConnections’ advanced technology, participants can optimize their networking efforts, elevate their industry presence, and contribute to the noble cause of improving youth mental health. For more information about iConnections, please visit iconnections.io. To learn more about Capitalize for Kids and their impactful initiatives, please visit www.capitalizeforkids.org. About iConnections: iConnections is a financial technology platform connecting asset allocators and investment managers. The iConnections desktop and mobile app allows allocators to evaluate and engage with relevant managers, who share company information securely on the platform. iConnections hosts its own flagship conferences and powers myriad third-party global investor events. In an increasingly digital world, iConnections has reimagined how the investment industry connects. Visit iconnections.io to learn more. About Capitalize for Kids: Capitalize for Kids is a non-profit organization focused on building capacity to support youth mental health services. C4K’s consulting team partners with kids’ mental health agencies, helping them identify and remove the barriers they face to expanding their treatment capacity, so that children receive the critical support they need. The annual C4K Investors Conference brings together influential individuals from the alternative investment community to raise funds and create a positive impact in the kids’ mental health sector. Link to Press Release on PRWEBApril 17, 2023
iConnections Announces Funds4Kids Event in Support of Mitochondrial Disease Research and Treatment
March 21, 2023
SALT iConnections NY Announces Initial Speaker Lineup for May Flagship Event
NEW YORK, March 21, 2023 /PRNewswire/ — SALT, a premier global thought leadership forum focused on innovation and investing, and iConnections, a leading financial technology platform for alternative investors, today announced the preliminary speaker lineup for SALT iConnections New York, taking place this May 16-18, 2023 at The Glasshouse in New York City.
The event, which will convene over 1,000 alternative investment managers, allocators, entrepreneurs and policy experts, will feature content spanning topics from institutional asset allocation and credit opportunities to biotechnology and infrastructure investing. Building on SALT’s partnership with iConnections, the flagship event will focus on capital introductions and networking for allocators and managers, with over 4,000 manager meetings and a 3:1 LP to GP ratio expected.
A preliminary agenda and complete speaker list will be available in the coming weeks. A sampling of currently confirmed speakers includes:
- Margaret Anadu, Senior Advisor and Head of Real Estate at The Vistria Group
- Mike Arougheti, CEO of Ares Management
- Jeff Blau, CEO of Related Companies
- Steve Cohen, CEO of Point72
- Joe Dowling, Global Head of Blackstone Alternative Asset Management
- Jens Foehrenbach, CIO of Man FRM for Man Group
- Rosalind Hewsenian, Chief Investment Officer at the Helmsley Charitable Trust
- Stephanie Lynch, Co-Founder and Managing Partner of Global Endowment Management
- Steven Meier, CIO of New York City Retirement System
- Gautam Sharma, CEO and CIO of BH Digital at Brevan Howard
- Kyrsten Sinema, United States Senator from Arizona
- John Zito, Deputy CIO of Apollo Management
- Paul Zummo, CEO and CIO of JPMorgan Alternative Asset Management
“We’re looking forward to building on the momentum of our recent events in Singapore and Abu Dhabi in New York this May,” said John Darsie, Managing Director of SALT. “We are particularly excited about growing our partnership with iConnections to deliver a robust and differentiated capital introductions experience to our delegates.”
CEO of iConnections, Ron Biscardi, added: “We are excited to bring the power of our network together with SALT’s high-caliber speakers, for what will be a dynamic and value-added event in New York this May.”
More information on the conference, including registration information and FAQs, can be found here. For media attendance and media partnership inquiries, please contact pro-SALT@prosek.com.
About SALT
SALT is a global thought leadership forum focused on innovation and investing, founded in 2009 by Anthony Scaramucci and SkyBridge. Its mission is to empower big ideas by connecting people and capital. SALT’s flagship events bring together the world’s foremost investors, creators and thinkers for high-level collaboration and networking. For more information, please visit salt.org.
About iConnections
iConnections is a financial technology platform connecting asset allocators and investment managers. The iConnections desktop and mobile app allows allocators to evaluate and engage with relevant managers, who share company information securely on the platform. iConnections hosts its own flagship conferences and powers myriad third-party global investor events. In an increasingly digital world, iConnections has reimagined how the investment industry connects. Visit iconnections.io to learn more.
January 21, 2023
iConnections raises $458,000 for mental health charities through its Funds4Minds initiative
iConnections, the industry-leading platform and community that connects investment managers and allocators, has announced the mental health charities that it will be supporting as part of its month-long Funds4Minds fundraising initiative in May.
Including Batryr, an Australian preventative mental health charity for young people; Brain & Behavior Research Foundation, an organisation that awards research grants to scientists looking to alleviate the suffering caused by mental health issues; Jed Foundation, a charity supporting teenagers and young adults through protecting emotional health and suicide prevention in the US; Mental Health Innovations, a UK-based charity supported by the Royal Foundation which uses digital innovation to help people talk about mental health; NAMI NYC, a grassroots mental health organization dedicated to improving the lives of Americans affected by mental illness; and Shatterproof, a non-profit organization dedicated to reversing the addiction crisis in the US.
Throughout May, iConnections will raise money for the charities by facilitating a series of private capital introduction meetings between alternative investment managers and allocators, donating $100 to selected mental health charities for every meeting that takes place.
With two weeks to go until the start of the fundraising initiative, Funds4Minds has already confirmed 2,000 pledges by some of the biggest names in the alternative investment industry – and 350 allocators, responsible for over $20 trillion in assets, participating.
Ron Biscardi, CEO of iConnections, said: “Working with the iConnections community we have carefully chosen to raise money for charities supporting a range of mental health issues across society – from helping young people, tackling addiction and funding scientific research. We are hoping to replicate the success of our Funds4Food initiative last year which raised over $1.9m for Covid-19 hunger relief efforts and are proud to be bringing together the alternative investment industry once again to tackle a critical issue that impacts so many.”
iConnections has also announced the members of the Funds4Minds committee, co-chaired by Kate Reid of Longdean Capital and Alison Young of RWB Strategies.
Allocators on the committee include Benoit Ramsay of Cambridge University, Lauren Jacobson of Columbia University and David Ames of Kamehameha Schools – while managers include Laurie Katz of GoldenTree and Nathan Romano of York Capital, as well as Rahul Moodgal, Advisory Board member of iConnections who joins the committee as an observer.
Funds4Minds will bring together top allocators and managers from across the alternative investment industry including Aberdeen Standard Investments; Aksia; Bessemer Trust; Cambridge University; Carnegie Corporation of New York; Columbia Investment Management Company; Conrad N. Hilton Foundation; Forbes Family Trust; ICG Advisors; Kamehameha Schools; Mercer Investments; Millennium Management; Oppenheimer; PAAMCO Prisma; Perella Weinberg; SB Capital Partners; Stanford University; Stable Asset Management; The David and Lucile Packard Foundation; The J. Paul Getty Trust; Titan Advisors; Willis Towers Watson; UBS Wealth Management and many more.
The iConnections platform is a software that seamlessly connects managers and allocators for virtual meetings, giving managers the ability to subscribe and share information with allocators who can efficiently select and meet managers all on one platform.
Funds4Minds is sponsored by many leading organisations in the alternative investment industry, including: Bloomberg, BTIG, Citco, Haynes Boone, Jefferies, Prosek Partners, TD Securities , Cowen, WithumSmith+Brown, Agile Fund Solutions, Align, Berkower, BNY Mellon Pershing, Cohn Reznick, EisnerAmper, Evestment, KPMG, Lombard International, MS Howells & Co, Mainstream Fund Services, Marcum LLP, MUFG Investor Services, Opus Fund Services, Prager Metis, Sali Fund Services, StoneX Prime, TriNet, Typhon Capital Management, Weaver and UMB Fund Services.
Podcast
November 13, 2023
A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners
On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners joins to chat about his background (32:30), the structure at Monachil (37:00), lessons from the banking crisis (39:30), unrealized losses on bank balance sheets (47:00), the potential for a soft landing (49:00), how to get balance in the economy (53:30), opportunities in the market (59:30), and why the most unstable balance sheet is Federal Reserves (27:30).
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
Check out our show notes here
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November 6, 2023
The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management
On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies (15:00), BlackRock’s Boivin Says High Rates Still a Threat to Stock Rally (18:00), the expectation of margin expansion (22:00), and Fed speak this week (25:30). Later, Tom James of TradeFlow Capital Management joins the podcast to discuss his background in commodities and how it translates to TradeFlow (32:45). Connect with Tom James and TradeFlow on LinkedIn. You can also check out Tom’s book Deep Space Commodities: Exploration, Production and Trading
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
Check out our show notes here
Learn more about Ro body: ro.co/tape
See what adding futures can do for you at cmegroup.com/onthetape.
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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads
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We’re on social:
Follow @GuyAdami on Twitter
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Subscribe to our YouTube page
October 30, 2023
Stop Worrying and Love The Bond + All Things Oil with Brent Belote
Dan Nathan and Liz Young discuss last week’s price action for the S&P 500 (6:00). McDonald’s revenue climbs (8:00). Liz looks at monthly personal spending (11:00). Treasury refunding happening this week (15:45). The financial world still looks to Japan and its yield curve control (19:30). It’s time to stop crying about bonds and start buying them instead (24:00). Apple is holding a “Scary Fast” Mac event tonight (28:20). Eli Lilly and Novo Nordisk report on Thursday (34:00)
Later, Danny Moses joins Guy for a conversation with Brent Belote of Cayler Capital. The three discuss Brent’s trading background (41:30), why we are in the golden age of energy and resource stocks (43:45), oil demand (45:00), WTI crude vs. Brent crude (46:00), oil volatility (47:00), geopolitical risks (50:00), how other asset classes impact the price of oil (51:30), daily liquidity (53:00), the three best things that have happened to the energy space (53:45), Brent’s investment process (56:00), who he is following in the energy space (57:00), being a trader vs. an investor (58:00), and key reasons to invest with Cayler Capital (59:30).
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
See what adding futures can do for you at cmegroup.com/onthetape.
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod.
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September 28, 2023
Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth
Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins to discuss his company and middle market hedge funds (24:00), the 4 pillars of investing at Altana (30:30), finding asymmetric investments in the market (33:30), exiting positions (36:50), the current macro environment/2024 outlook (39:15), Fannie and Freddie preferred shares (40:45), asset allocation in a portfolio (44:30), bitcoin (47:00), rates (50:55), and what could go wrong next (53:15).
To learn more about Altana Wealth email stephen.martus@altanawealth.com
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
See what adding futures can do for you at cmegroup.com/onthetape.
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
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September 28, 2023
Hard to Imagine with Liz Young of SoFi and Mark Simmer of Clear Haven Capital Management
Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credit market (25:00), his background (27:30), how Clear Haven is competing with larger players (30:00), how he is thinking about the risk environment right now (34:00), the banking crisis (37:00), the consumer (44:15), and opportunity in the current rate environment (46:30).
Read: Why a Soft Landing Could Prove Elusive
Read: Ex-JPMorgan Gold Trader Sentenced to Six Months in ‘Spoof’ Case
Read: Ex-Wells Fargo Executive Avoids Prison Over Accounts Scandal
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
See what adding futures can do for you at cmegroup.com/onthetape.
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
September 1, 2023
Tee’d Up + The Space Economy with Chad Anderson
Guy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits down with Chad Anderson of Space Capital to talk about how he got into the industry (31:00), the international space race (36:00), investing in space (40:00), the space economy (44:00), Elon Musk’s unmatched power in the stars (48:00), and how to participate in the space playbook (54:00).
For a free copy of Chad’s book, The Space Economy: Capitalize on the Greatest Business Opportunity of Our Lifetime, here’s what you need to do:
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
See what adding futures can do for you at cmegroup.com/onthetape.
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod.
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