Mathew Passy

Bladder leakage is not something women have to live with, but many do. While approximately half of U.S. women over 50 experience urinary incontinence, very few seek treatment. Urogynecologist Dr. Carolyn Swenson breaks down the most common forms of urinary incontinence, addresses leakage during the postpartum period, and lays out treatment options. Dr. Donna Mazloomdoost, director of the NICHD Pelvic Floor Disorders Network, discusses the lack of attention around the condition and shares helpful resources.

As the special Crisis Series within the Alpha Exchange continues, it was a pleasure to catch up with former colleague, George Goncalves.  A 20 year veteran on both the buy-side and sell-side, George most recently led the Fixed Income Strategy effort at Nomura Securities. Our discussion considers the post GFC regulatory landscape that emerged in the US Treasury market and how, over time, the Street’s capacity to bear risk was compromised even as the government’s appetite to run larger deficits grew.  George walks through how we got to September of 2019, when repo market disruption fired a loud warning shot that market plumbing was vulnerable to crack. The increased prominence of the relative value investor, whose strategies are short liquidity and volatility, has figured prominently in the breathtaking explosion of volatility in the risk-free complex and the resulting role the Fed has needed to play to support market functioning.  Looking forward, George sees the potential that rates are headed lower still, but, given the degree of government capital directed towards the economic sudden stop, ultimately see value in inflation protected securities like TIPS.  Thanks for listening and be safe.

In this episode, originally recorded to be the 100th episode of The Drive, Peter discusses topics that he has changed his mind about since starting the podcast as a result of preparing for interviews as well as from the actual conversations. Peter also reviews some of his favorite moments from the first 99 episodes, shares what books he’s currently reading, and much more. Initially scheduled to be released as episode 100, this was delayed due to recent podcasts covering COVID-19. We discuss: Definition of “strong convictions loosely held,” and the value in trying to shoot down your own hypotheses [2:20]; Metformin—How Peter’s strong convictions have changed since 2018 [8:00]; Getting a dog—Why Peter caved and how it’s going so far [15:45]; Rapamycin—How Peter’s feelings have evolved, and the questions still needing to be answered [20:45]; Archery, the joy of pursuing mastery, and the importance of stillness [26:50]; Zone 2 training—Why Peter has made it a big component of his exercise regimen [37:30]; Deadlifts—Why Peter now believes it’s extremely beneficial to longevity when done properly [41:45]; Read any good books lately? [50:00]; Baby aspirin for preventing blood clotting—Why Peter no longer takes it, and a few alternative options [53:15]; Generic drugs—How and why Peter’s mind has shifted on generic drugs [55:45]; Omega-3 fatty acids, EPA and DHA—How Peter’s long-held views have changed [58:15]; How Peter got better at saying “no” [1:02:30]; Does Peter have any favorite episodes of The Drive? [1:07:15]; and More. Learn more: https://peterattiamd.com/ Show notes page for this episode: https://peterattiamd.com/strong-convictions-loosely-held Subscribe to receive exclusive subscriber-only content: https://peterattiamd.com/subscribe/ Sign up to receive Peter's email newsletter: https://peterattiamd.com/newsletter/ Connect with Peter on Facebook | Twitter | Instagram.

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes. Our conversation starts with Eric’s early exposure to trading, macro blow-ups, and the formation and activities of One River. We then turn to the current environment and get his sobering thoughts on what has transpired and what the turmoil will mean for private equity and asset allocation going forward. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast