Episodes
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Bespokecast Episode 31 — Alexandra Scaggs
In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron’s. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of...
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Bespokecast Episode 30 — Petr Pinkhasov
In this new episode of Bespokecast we sit down with Petr Pinkhasov of Jade Market Analytics. Petr is the founder of Jade and has a unique perspective on macro markets. His research focuses on cross-asset relationships, identifying repeating patterns in prices, and trade construction. Over the...
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Bespokecast Episode 28 — Kevin Muir
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 27 — Patrick Wyman
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 26 — Horacio Coutino
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 25 – Jim O’Shaughnessy
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 24 – Ernie Tedeschi
In this episode of Bespokecast, we talk to Ernie Tedeschi of Evercore ISI. Ernie is a policy economist and Head of Fiscal Analysis, and has been immersed in analysis of public policy his entire career. He's had broad experience in the private sector, as well as working at the US Treasury for...
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Bespokecast Episode 23 – Darin Friedrichs
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 22 – Srinivas Thiruvadanthai
We’re happy to announce that the newest episode of Bespokecast is now available on major podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well! In this episode of...
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Bespokecast Episode 21 – Jill Carlson & Dan Ciotoli
In this episode of Bespokecast, we have two guests. Jill Carlson (@_jillruth and jill-carlson.com) is an independent blockchain analyst and developer, with experience trading, academically researching, and building crypo products. She's a former bond trader with a nuanced and practical view of…
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Bespokecast Episode 20 – @Chigrl
We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to...
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Bespokecast Episode 19 – Eddy Elfenbein
We’re happy to announce that the newest episode of Bespokecast is now available to the general public both here and via the various podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to...
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Bespokecast Episode 18 – George Livadas
In our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as...
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Bespokecast Episode 16 – Michelle Leder
In our newest conversation on Bespokecast, we talk to Michelle Leder of Footnoted*, who specializes in digging deep into SEC filings for nuggets of information companies bury inside. Michelle's career started in journalism but has evolved into independent research, giving her a unique qualitative...
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Bespokecast Episode 15 – Karthik Sankaran
In our newest conversation on Bespokecast, we sit down with Karthik Sankaran of Eurasia Group. Karthik is Director of Global Strategy for Eurasia Group, a role that requires him to integrate global economics, financial markets, and politics. His understanding of history, theory, and practice of…
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Bespokecast Episode 14 – Herb Greenberg
In our newest conversation on Bespokecast, we sit down with Herb Greenberg of Pacific Square Research. Herb has had an unconventional career for an analyst, spending almost his entire career before founding Pacific Square as a journalist for a variety of news outlets including CNBC, The San...
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Bespokecast Episode 13 – Louis Navellier
In our newest conversation on Bespokecast, we talk to Louis Navellier, the founder of Navellier & Associates. Louis has been writing about the stock market since the early 1980s, and his firm offers a range of services for clients including portfolio management, advisory, and mutual funds. Louis...
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Bespokecast Episode 12 – Marc Cohodes
In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early...
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Bespokecast Episode 11 – Pete Najarian
In our newest conversation on Bespokecast, we spoke to Pete Najarian, Co-Founder of Investitute. Pete is a long-time contributor on CNBC's Fast Money and Fast Money Halftime Report, and a financial markets veteran with experience across the options world including the CBOE's pits where he got his...
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Bespokecast Episode 10 – Josh Brown
In our newest conversation on Bespokecast, we spoke to Josh Brown, the CEO of Ritholtz Wealth Management. Josh is a contributor on CNBC’s daily show Fast Money Halftime Report, has written two books about the financial markets, regularly writes on his blog The Reformed Broker, and has a huge...
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Bespokecast Episode 9 – Charles Kirk
In our newest conversation on Bespokecast, we spoke to Charles Kirk -- trader and author of The Kirk Report. Charles has been a leading commentator and analyst of US equity markets since the early 2000s, and he has a long history of collaboration with other investors and analysts, including our...
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Bespokecast Episode 8 – PJ Gorynski
In our newest conversation on Bespokecast, we speak with Bespoke Market Intelligence co-founder PJ Gorynski. PJ runs Bespoke's primary research business, conducting consumer and business surveys for institutional clients that offer insight into the trends and drivers of businesses. In our...
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Bespokecast Episode 7 – Helene Meisler
In our newest conversation on Bespokecast, we speak with renowned technician and market commentator Helene Meisler. Helene has had a long career in financial markets, starting in the early 1980s with Cowen before becoming the only technician on staff at Goldman Sachs in the mid-1980s. She offers…
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Bespokecast Episode 6 – Rob Bartenstein
In our newest conversation on Bespokecast, we speak with investment advisory industry veteran Rob Bartenstein. Rob is the CEO of Kestra Private Wealth, and he's also a regular guest on financial networks like CNBC and Fox Business. Kestra is a platform for registered investment advisors. In our...
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Bespokecast Episode 5 – Meb Faber
In our newest conversation on Bespokecast, we speak with investor, blogger, analyst, and commentator Meb Faber. Meb is the CIO of Cambria Investments, has written three books on investing as well as 10 white papers and countless blog posts. You can follow his work at MebFaber.com. Cambria's ETFs...
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Bespokecast Episode 4 – Joe Weisenthal
In our newest conversation on Bespokecast, we speak with Bloomberg Markets Managing Editor Joe Weisenthal. Joe is a living clearinghouse for information and news on financial markets, with a huge presence on Twitter, the Odd Lots podcast co-hosted with Tracy Alloway, and a daily show on Bloomberg...
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Bespokecast Episode 3 – Katie Stockton
In our newest conversation on Bespokecast, we speak with BTIG Chief Technical Strategist Liz Anne Sonders. Katie is one of the top technicians around, and this is a wide-ranging discussion on technicals as an investment strategy that is both educational and instructive. Katie has a long career in...
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Bespokecast Episode 2 – Liz Ann Sonders
In our newest conversation on Bespokecast, we speak with markets savant Liz Ann Sonders. From her early days as a guest on Lou Rukeyser's Wall Street Week to her current role as Chief Investment Strategist for Charles Schwab, Liz Ann has developed a wide following in the industry throughout her...
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Bespokecast Episode 1 – Mark Dow
This week, our guest is IMF and hedge fund veteran Mark Dow. Mark’s blog Behavioral Macro and his Twitter account @mark_dow are widely followed for their insights into macro investing, and he was kind enough to spend an hour with us discussing his background, trading strategy, views on some...
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