Kaitlin Malin, COO, iConnections | 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
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:
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:
SALT and iConnections are proud to partner with organizations from across the globe to help create premium content for this year’s event:
“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
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”.
New York, February 14, 2024 – In the ever-evolving landscape of the alternative investment community, the need for seamless, efficient, and impactful connections between managers and investors has never been greater. iConnections, at the forefront of technology-driven solutions, is proud to announce the launch of its 2024 Q2 updates: ‘Roadshows’ and ‘Investor Portal’. These features are set to redefine the standards of strategic capital raising and investment processes, offering unprecedented ease and efficiency.
Understanding the intricate challenges managers face during roadshows, iConnections introduces ‘Roadshows’ – your fundraising companion designed to maximize efficiency and focus on building meaningful relationships. “We recognized the extensive planning and effort our clients were putting into roadshows. Our solution is crafted to alleviate these challenges, making fundraising efforts more fruitful and less taxing,” said Ron Biscardi, CEO & Co-Founder of iConnections. Create and manage your roadshow with ease, schedule meetings effortlessly, and let the platform handle logistics, syncing with third-party calendars to ensure seamless scheduling. The intelligent calendar feature considers travel times, sends timely notifications, and aids in rescheduling, ensuring you’re always prepared and punctual.
The ‘Investor Portal’ introduces a new era of document management, providing managers and investors with a secure, centralized platform for seamless document sharing and real-time updates. Managers can effortlessly upload documents, control access levels, and keep investors in the loop with automatic notifications. Investors enjoy a unified hub for accessing and downloading necessary documents, simplifying the investment tracking process.
iConnections is committed to continuous innovation, evident in our latest enhancements that further enrich our platform:
“In a world where technology is rapidly advancing, we stay ahead by ensuring our platform not only meets but exceeds the needs of the alternative investment community. These updates reflect our dedication to innovation, driven by the feedback and aspirations of our valued clients,” Ron Biscardi added, emphasizing the future-focused vision of iConnections.
Experience the future of alternative investment networking by joining the waitlist for ‘Roadshows’ and activating your ‘Investor Portal’ profile today. Visit https://iconnections.io/q2-release/ for more information. iConnections Roadshows Investor Portal
iConnections is a financial technology platform connecting asset allocators and investment managers. The iConnections desktop and mobile app allow allocators to evaluate and engage with relevant managers, who share company information securely on the platform. iConnections hosts its own 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.
iConnections is relocating its flagship event, Global Alts, to the Miami Convention Center in 2025, reaffirming its commitment to offering an exceptional experience for attendees in the alternative investments industry. This move allows for more networking opportunities, flexibility, and brand visibility while retaining iconic evening events at Fontainebleau and Eden Roc.
NEW YORK, Jan. 30, 2024 /PRNewswire-PRWeb/ — iConnections, a leading provider of financial technology services and solutions, is thrilled to announce a transformative change to its flagship event, Global Alts. In 2025, the much-anticipated Global Alts conference will be hosted at the Miami Convention Center.
This strategic shift reflects iConnections’ unwavering commitment to providing an unparalleled experience for attendees, speakers, and partners, and solidifies its position as a premier platform for networking, knowledge sharing, and investment opportunities within the alternative investments space.
The Miami Convention Center offers an expansive and state-of-the-art venue that is perfectly suited to accommodate the growing needs of the Global Alts community. Attendees can look forward to:
iConnections understands and appreciates the cherished legacy of the Fontainebleau and Eden Roc. While one-on-one meetings and leadership day moves to the Convention Center, evening receptions, networking events and the hotel room block will remain conveniently located at these iconic venues, offering attendees the best of both worlds.
Global Alts 2024 marked the culmination of three immensely successful years at the Fontainebleau and Eden Roc, where we witnessed remarkable year-over-year growth, consistently exceeding 30%. However, this year proved to be a watershed moment as the event achieved unprecedented heights. We proudly welcomed over 1,100 allocators, 850 managers, and facilitated over 15,000 one-on-one meetings, underscoring the event’s phenomenal growth trajectory.
Yet, with this success came the bittersweet realization of our capacity limitations. Global Alts 2024 sold out, a testament to the immense interest and trust of our community. Regrettably, we had to turn away a significant number of new clients, reflecting both the event’s popularity and the challenges posed by capacity constraints. This exceptional demand reaffirms the value and importance of Global Alts in the alternative investments industry.
“We are excited to embark on this journey to the Miami Convention Center for Global Alts 2025,” said Ron Biscardi, CEO & Co-Founder of iConnections. “This move represents our commitment to continuously enhancing the conference experience for our valued community members. It ensures that attendees have the space, flexibility, and opportunities they need to thrive.”
Global Alts 2025 promises to be an event like no other, where opportunities abound, connections flourish, and success is within reach. The move to the Miami Convention Center sets the stage for an unforgettable experience that will shape the future of alternative investments.
Stay tuned for more updates, and mark your calendars for January 27th to 30th, 2025. iConnections looks forward to welcoming you to this event.
iConnections is a financial technology platform connecting asset allocators and investment managers. The iConnections desktop and mobile app allow allocators to evaluate and engage with relevant managers, who share company information securely on the platform. iConnections hosts its own 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.
[MIAMI, Jan. 29- Feb 1] — iConnections Global Alts 2024 is poised to redefine the landscape of capital introduction events with its ambitious agenda and an unprecedented lineup of speakers and networking opportunities. This highly anticipated event, scheduled from January 29th to February 1st, promises to be the largest gathering for alternative investment professionals, showcasing cutting-edge insights and fostering invaluable connections.
Global Alts 2024 is set to deliver an exceptional experience with a stellar lineup of speakers, featuring some of the most influential names in finance, technology, and beyond:
… and many more!
These distinguished speakers along with 110 others will share their insights and strategies related to alternative investments, providing attendees with a unique opportunity to gain a deeper understanding of this dynamic industry.
Global Alts 2024 will set a new standard for capital introductions with projected 15,000+ one-on-one cap intro meetings.
One of the largest LP gatherings in the industry:
Global Alts 2024 is proud to host over 1,000 allocators from leading endowments, foundations, sovereign wealth funds, family offices, pension plans and more representing over 40 trillion of assets. Additionally, the event will welcome 800 managers, spanning from new launches and emerging managers to well-established funds, creating an unparalleled environment for networking and collaboration.
Entertainment by Ja Rule:
Adding to the excitement, Ja Rule will be performing at LIV nightclub on Wednesday evening, offering attendees an unforgettable entertainment experience.
iConnections Platform Enhancements:
iConnections, the platform powering Global Alts 2024, enables managers and allocators to schedule meetings year-round. During the event, iConnections will announce numerous product enhancements, further enriching the platform’s capabilities and benefits for professionals in the alternative investment industry.
“We are thrilled to bring together such an esteemed group of speakers and industry professionals for Global Alts 2024,” said Ron Biscardi, CEO of iConnections. “This event, powered by our cutting-edge platform, represents an unprecedented opportunity for collaboration, knowledge-sharing, and networking within the alternative investment community. We look forward to leveraging the power of our technology to facilitate meaningful connections and empower professionals to navigate the ever-evolving investment landscape.”
Global Alts 2024 is already generating considerable excitement within the industry, and attendance is expected to reach record numbers. To secure your spot and participate in this groundbreaking event, please visit https://iconnections.io/global-alts-2024/
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 PRWEBJared Kushner, Founder, Affinity Partners
Moderator: Ron Biscardi, CEO, iConnections
Discover the intriguing conversation between Jared Kushner, founder of Affinity Partners, and Ron Biscardi, CEO of iConnections at Global Alts 2024, as they dive into the distinctions between business dealings and political negotiations. Gain insights into Kushner’s entrepreneurial journey with Affinity Partners, his strategic approach to investments, and his perspective on global trends like artificial intelligence. Explore the intersection of politics and business in this thought-provoking discussion.
Join us for a discussion with Brad Gerstner, Founder and CEO of Altimeter, moderated by Kaitlin Malin, COO of iConnections.
In this video, Brad dives into the core principles that drive Altimeter, showcasing their unique approach to innovation and investing in today’s dynamic markets. With a flat, agile team, Altimeter resembles a tight-knit unit that focuses on quality partnerships, deep research, and high conviction opinions.
He discusses their journey through market fluctuations, highlighting the importance of staying true to their vision. Brad also shares valuable insights into the current state of public and venture markets, shedding light on key trends and opportunities.
But that’s not all! Brad Gerstner unveils his passion project, “Invest America,” which aims to create a brighter future for every child in America through financial education and empowerment. Discover how this revolutionary initiative can change lives and build a stronger, more inclusive economy for all.
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss what to expect from the CPI Report on Tuesday (5:00), the SAHM Rule Recession Indicator (8:30), semi stocks reversing (14:30), Adobe earnings (21:00), former President Trump on CNBC (23:00), and whether investors should beware the ides of March (29:30). After the break, Dan and Guy sit down with Ron Biscardi, CEO of iConnections, and Kaitlin Malin, COO of iConnections for an exciting announcement and a look at key themes in the alternative investment space (35:00)
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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Dan Nathan and Guy Adami discuss the S&P at all-time highs, earnings, economic data, and rate cut expectations. Later, they are joined by Ron Biscardi, CEO of iConnections, to discuss the Global Alts Conference next week and the roster of participants our audience will hear from.
Topics:
China’s Stock Market Meltdown (3:25)
China Has a New Youth Jobless Rate. Some Economists Are Ignoring It.
China’s Population Decline Accelerates as Women Resist Pressure to Have Babies
This Week’s GDP Report (9:30)
Andy Constan Tweet
Earnings Expectations (12:15)
Big Tech Still Rules Profit Growth Even as S&P Leadership Widens
Profits Comeback Paired With Rate Cuts Make a Powerful Mix
Opportunities in the Stock Market Amid Scattered Rate Cut Expectations (18:25)
Earnings Reports they are Most Focused on this Week (22:00)
What’s Changed Since the Last Global Alts Conference (33:15)
Key Goal for iConnections (36:00)
Big Themes/Trends to Expect from Global Alts 2024 (44:00)
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.
—
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
Follow Danny Moses @DMoses34 on Twitter
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Subscribe to our YouTube page
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
Learn more about Ro body: ro.co/tape
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 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
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.
—
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
—
We’re on social:
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
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.
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
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
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia