PODCAST · business
Currently by Prometheus
by Ryan Pallotta
Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.
Episodes
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Jordi Visser: How AI will change investing, US debt limit, the future of trust and the banking crisis.
Check out the Prometheus platform for more expert financial content. Invest in alternatives and become a better fund manager. Download the iOS app Desktop app www.prometheusalts.com (0:00:07) - The Future of Trust US debt ceiling debate, increasing interest payments, inflation, Biden's strategy,...
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What Investors Need to Know: What a Trump presidency means, commodity supercycle, US debt, US-China power, what markets to invest in now.
Check out the Prometheus platform for more expert financial content. Invest in alternatives and become a better fund manager. Download the iOS app Desktop app www.prometheusalts.com Marko Papic leads Clocktower’s strategy team, providing bespoke research to clients and partners on geopolitics,...
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Kyle Bass: China Taiwan update, Binance CZ implications & updates on Kyle's new conservation project.
Download Prometheus the best platform for Alternatives. www.prometheusalts.com Follow Kyle on twitter https://twitter.com/Jkylebass
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Banking Outlook, The Fed's Role, SVB, Credit Suisse, First Republic w/ Herb Greenberg, Enrique Abeyta, and Alex Beinfield
Today's conversation focuses on the following: Whether the recent trouble in parts of the banking sector speaks to a much broader breakdown in the financial system. The differences between the failure of Silicon Valley Bank and Signature Bank of New York. The Fed's role in setting the stage for...
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He was short SVB! How Alex Beinfield predicted the implosion months before it happened and other cascading opportunities this week.
Short SVB since September 2022, Alex Beinfield shares his investment process explaining how he created his thesis for this massive short idea long before SVB collapsed. How a professional fund manager examines a theme and makes a trade that makes him look like a psychic. We also talk about other...
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As FDIC shuts down SVB, Eric Rosen explains what lead to its collapse and the impact it will have on investors
Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen. Today’s conversation focuses on: The Silicon Valley Bank (SVP) collapse. What led to it and what it means for investors. The Fed being partially to blame for banks like SVB needing to take…
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The Fed’s interest rate announcement, consumers feeling the squeeze, and the problem with vilifying big oil w/ Eric Rosen
Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen. Ryan and Eric kick things off by talking about Wall Street legend Carl Icahn, with Eric recounting a memorable dinner he shared with the man Gordon Gecko was—in part—based upon. Eric gives…
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Market beating Investment process, why we are NOT entering a recession, the importance of alternatives, 2023 predictions, and more w/ Jordi Visser
Today Ryan Pallotta is joined by Jordi Visser, a true legend in the alternatives world. Jordi is President and Chief Investment Officer at Weiss Multi-Strategy Advisers Jordi is a master at using analogies to explain complex financial ideas. Ryan quickly gets Jordi to open up about their shared...
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2022 in Review and 2023 Predictions w/ Michael Wang, Eric Rosen, Alex Beinfield, and Josh Goltry
Today's episode is an exceptional one. Some of the world's most interesting financial professionals review 2022 and share their predictions for the year ahead. Host Ryan Pallotta is joined by JAG Capital's Josh Goltry, Blue Duck Capital's Alex Beinfield, Wall Street veteran Eric Rosen and...
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12/20 - Professional Stock Picks & Market Insights - The 2nd Prometheus Investment Idea Event
Disclosure: Opinions expressed in this podcast are meant for informational purposes only and should not be considered a recommendation or investment advice. All investments involve risk. Past performance does not guarantee future results. Securities products and services offered in the Prometheus...
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Twitter debate, Tesla CEO replacement, is Elon hurting TSLA?
Herb Greenberg, Emmet Peppers, and Matt Smith discuss whether the Twitter/Elon saga jeopardizes the Tesla share price. Could Elon step down as the Tesla CEO, and should he? We get into the banning of journalists from Twitter for encouraging "ElonJet." In this episode, we have some of the best...
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Sex, drugs, and Bahamian real estate. Examining the warning signs of FTX's collapse w/ Josh Goltry
Today Ryan Pallotta breaks down what's happening with Josh Goltry. Josh is the Founder and Chief Investment Officer at JAG Capital. This entire chat focuses on the collapse of what was, until recently, the third-largest crypto exchange by volume—FTX. Josh starts by describing his initial thoughts...
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Is China trying to make TikTok users dumber? What will a US ban on TikTok do to the price of Meta? What could cause the Metaverse project to be paused? w/ Josh Goltry
Today, Ryan Pallotta breaks down what's happening with Josh Goltry. Josh is the Founder and Chief Investment Officer at JAG Capital. Josh explains how remote work may lead to grossly inaccurate job figures and describes the time it takes for macroeconomic influences to be felt at the micro level....
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How looking back in time can help prepare investors for a deep and prolonged recession w/ Dan Zwirn
Today Ryan Pallotta is talking with Dan Zwirn, CEO & CIO at Arena Investors, LP. Their chat begins with a look at the current maelstrom of macroeconomic events through a historical lens. Dan compares the tumult of 2022 with that of the late 1960s and reminds us that we've never seen the sort of...
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The art of guiding institutional investors through tumultuous times, w/ Daniel Clifton
Today Ryan Pallotta is talking with Daniel Clifton, Partner and Head of Strategy research at Strategas Research Partners. With the mid-terms right around the corner, Daniel explains how he helps institutional investors make decisions as the political landscape shifts and policies change. He...
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Economic reality vs. investor positioning, portfolio management strategies to consider now, and the effects of WFH on productivity and career longevity w/ Alon Rosin
Today Ryan Pallotta is talking with Alon Rosin, Managing Director and Head of Institutional Equity Derivatives at Oppenheimer & Co. Their chat begins with an appraisal of the current state of the market, with Alon describing what he calls the battle between "economic reality and investor...
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What Shopify's management shake-up signals, what makes cybersecurity stocks durable, at what price he'll repurchase Nvidia, and Tesla's enormous key-man risk w/ Josh Goltry
Today's discussion begins with the big shake-up in Shopify's (SHOP) management team, specifically the appointment of Jeff Hoffmeister as CFO. Josh explains how tech companies hiring Wall St veterans signals their maturity and talks about the possibilities of Shopify expanding into banking and…
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Kyle Bass on navigating a global recession, his new project (Conservation Equity Management), China/Taiwan tensions, and the European energy crisis
In this episode of Currently, Kyle Bass talks to us about his incredible project, Conservation Equity Management. This project almost sounds too good to be true. We love Kyle's excitement when he talks about his passion for the outdoors and how he can bridge his investing ability with wildlife…
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What meme stock activity may signal, the pitfalls of being caught between investing styles, and why this is the most target-rich environment for multi-baggers since 2009 w/ Enrique Abeyta
Enrique Abeyta is a veteran "stock market warrior" and financial newsletter editor who chews up Twitter with an array of unfiltered perspectives on what's happening in the world and the world's markets. Asked about what we should make of the return of meme stock activity, Enrique suggests that it...
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2023 profit predictions, concerns about tech stocks, and why meme stocks undermine confidence in the system w/ Jason Trennert
Jason Trennert is Chairman and Chief Executive Officer of Strategas and its related companies. The podcast starts with Jason explaining why he wrote his 2015 book My Side of the Street: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don't Represent the Real Wall Street and why it...
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The "dishonest" inflation reduction act, consumer behavior lag, investing against macro headwinds, and what's about to happen in China w/ Chris Blum
Chris Blum is the CEO of Maximum Effort Holdings and formerly held several roles within JP Morgan, including Head of Global Equities and Head of Digital and Data Transformation. Chris and Ryan get right into discussing the Inflation Reduction Act, with Chris explaining that it is, in fact, a...
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What is the future for Coinbase? CPI print analysis, $TSM, $NVDA, and more tech talk w/ Josh Goltry
Josh is the Founder and Chief Investment Officer at JAG Capital. Today's discussion quickly turns to the market rallying on the CPI print, with Josh laying out a case for why the Fed should continue to make 75bp increases until the situation is under control. Josh goes on to explain why, after a...
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Amazon's real-estate reshuffle, the effect of rising interest rates, and what the coming housing slump will look like w/ Kyle Reardon
Kyle Reardon is a real estate expert, currently plying his trade at FactSet. Prometheus users already know Kyle from the insightful content he frequently posts on our app. With strong financial headwinds gathering, Kyle gives us some context for what may be about to happen in the housing market.…
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Could Pelosi's Taiwan trip send shockwaves through tech? Tech stock earnings, infrastructure for AI, and an $NVDA bull thesis w/ Josh Goltry
Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. During this chat, Josh explains why investors should listen to earnings calls of companies they don't own to gain an edge. He also explains why investors shouldn't consider tech stocks growth stocks anymore. Ahead of Nancy...
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Are commodities an inflationary safe haven? Alternative energy sources and implications of Russian gas exports w/ Robert Mullin
On this episode of Currently, we’re joined by Robert Mullin, General Partner and Portfolio Manager at Marathon Resource Advisors. We sat down with Robert to explore the factors contributing to rising commodity prices in this recessionary backdrop and when we could potentially see the trend come…
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Attractive energy buys now. Next week's CPI print. Options strategies for beginners. Etsy, Shopify, Meta, Apple, and more w/ Daniel Kirsch
Daniel Kirsch is the Head of Options at leading investment bank Piper Sandler. In our talk, Daniel defines options, trades, and puts and lays out some strategies for people who want to dip a toe into options trading. He also shares the reasons underpinning the recent explosion in options…
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Tesla's EV rivals scrutinized. Plus Rocket Lab, Lemonade, Roblox, Nvidia, and the importance of not becoming a binary thinker w/ Emmet Peppers
Emmet Peppers is the Founder of Good Soil Investment Management. In our chat, the Tesla expert tells us what he thinks about the impact of the company's upcoming layoffs and the prospects of rival EV companies. He also shares some interesting opinions regarding the recent uptick in public...
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Explaining the contagion effect in crypto. 3AC, Celsius, Solana, Axie Infinity, and BTC-backed Microstrategy’s margin call w/ Henry Elder
Henry Elder is the Head of Decentralized Finance (DeFi) at Wave Financial. If you're unclear about what DeFi is and how it's different from its opposite CFi, this is definitely a podcast you'll want to listen to as Henry breaks it down in a way that anyone can understand. During our talk, Henry...
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Spotify's stickiness, Netflix's road back, consumer price index predictions, ceasefire scenarios, and green energy's headwinds w/ Alex Beinfield
Alex Beinfield is the founder of Blue Duck Capital Partners. This week, Alex with Ryan about the consumer price index for May, the possibility of a ceasefire in Ukraine, and how it could cause a collapse in commodities prices. He explains that another scenario is behind his decision to be long...
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Great tech companies may have the ability to power through macro messiness w/ Jose Torres
Jose Torres is Chief Investment Officer at Lokoya Capital Management, a fund that focuses on growth technology companies. Prior to founding Lokoya, Jose was at SAC, Tourbillon, and Cypress Funds. In our talk, Jose tells us about his background as a software engineer and how that informed his...
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Why signals don't indicate that this is a major bottom and why, when that bottom comes, it won’t be V-shaped w/ Christopher Verrone
Christopher Verrone is a partner of Strategas, a leading institutional brokerage firm focused on providing macro research, capital market and corporate advisory services, and financial solutions to institutional investors and corporate executives worldwide. Today's podcast is a masterclass in...
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Could Twitter ban Elon? Have we reached a bottom? Where are the normal recession indicators? w/ Whitney Tilson
We're incredibly fortunate to talk to Whitney Tilson and get his take on yet another eventful week in the markets. As always, the former hedge fund manager and current investment newsletter publisher gives us plenty to chew on, just as he does to 140,000 avid readers of his daily takes on market...
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"Elon Musk will lose!" Why putting the Twitter deal on hold is not a thing, how to distinguish a correction from a recession, and good buys in tech stocks now w/ Enrique Abeyta
It's a particularly great week to be talking about what's going on in the markets with 25-year stock market warrior Enrique Abeyta. Hour by hour, Enrique chews up Twitter with an array of unfiltered perspectives on the economic forces shaping our world. Do yourself a favor and follow…
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$41 billion VAPORIZED! The Terra LUNA/UST implosion, algorithmic stable coins, and the outlook for crypto w/ Henry Elder
Henry Elder is portfolio manager for all of Wave Financial's decentralized finance investment products and manages $250 million in stable coin and crypto-asset investment strategies. That means he’s perfectly placed to explain the crypto story that everyone's talking about—the implosion of crypto...
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So the world's richest, most interesting man owns the social platform containing the "cheat codes for life." What happens next? w/ Jeff Brines
Ryan and Prometheus' Lead Product Manager Jeff Brines talk about Elon Musk’s acquisition of Twitter—the way the news is moving the market and dividing public opinion. In a lively, wide-ranging chat, they talk about the uniqueness of the world's richest person acquiring the social media platform…
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Twitter accepts Elon Musk’s offer. Real-time reaction and analysis w/ Michael Wang
Prometheus Founder and CEO Michael Wang learns about Twitter accepting Elon Musk's $44B deal in real-time and shares his thoughts as the New York Stock Exchange halts trading TWTR. Mike explains why trading is halted in a situation like this, what Twitter will trade at when trading resumes, and...
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Elon’s Twitter endgame, Tesla blowing expectations out of the water, and why we should stop thinking about it as a company that just makes cars w/ Emmet Peppers
Today, we’re talking with Good Soil Investment Management’s Emmet Peppers—a Tesla expert and enthusiast. On Wednesday of this week, Tesla reported first-quarter earnings for 2022 and beat analysts’ expectations on the top and bottom lines. Emmet has owned Tesla since 2010. Back then it had a…
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How the battle for Twitter could play out, how to short the Netflix collapse (and how not to) w/ Alex Beinfield
Today we're talking with Blue Duck Capital Partners Founder Alex Beinfield about some truly seismic things going on with a couple of tech companies that many of us use daily—Netflix and Twitter. Twitter is in the crosshairs of one Elon Musk. Alex has been long on Twitter and explains what Elon...
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Twitter's growth potential, investors' love of buy-back stories, and the prospect of a ceasefire-fueled rally w/ Whitney Tilson.
We got so much out of our chat with Empire Financial Research's Whitney Tilson on Decoded last week that we asked if he'd sit down with us again to talk about what's going on in the world right now. The former hedge fund manager and current investment newsletter publisher delivered, just as he…
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Starbucks vs. Putin: a hard lesson in cancel culture, geopolitical alpha, and leveraging history to be a better investor with Marko Papic.
To understand current events, it's crucial to understand the events of the past. Today we're joined by someone who can enrich our understanding of what's going on right now by looking at it through a historical lens. Marko Papic's career has seen him at the nexus of geopolitics and finance. He is…
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Triggering an inevitable recession, corporate warfare, and buying opportunities w/ Enrique Abeyta
On today's podcast, we're joined by Enrique Abeyta, a "stock market warrior" and financial newsletter editor, who chews up Twitter with an array of unfiltered perspectives on what's going on in the world and the world's markets. We sat down with Enrique to talk about today's interest rate hike…
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How Russia’s Invasion of Ukraine accelerated a commodities hike that’s been a long time coming w/ Robert Mullin
On today’s podcast, we’re joined by Robert Mullin, General Partner and Portfolio Manager at Marathon Resource Advisors. We sat down with Robert to get a better understanding of how Russia’s invasion of Ukraine is affecting commodities prices, where the pain will be felt most, and what could be...
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ABOUT THIS SHOW
Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.
HOSTED BY
Ryan Pallotta
CATEGORIES
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Frequently Asked Questions
How many episodes does Currently by Prometheus have?
Currently by Prometheus currently has 42 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Currently by Prometheus about?
Making sense of the stories beneath the headlines. We bring you experts to simply explain what's happening around the world, and current events in business, finance and technology.
How often does Currently by Prometheus release new episodes?
Currently by Prometheus has 42 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Currently by Prometheus?
You can listen to Currently by Prometheus on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Currently by Prometheus?
Currently by Prometheus is created and hosted by Ryan Pallotta.
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