We sit down with Sean Kruzel, an MIT poker player turned portfolio manager and now financial technology founder, to discuss the changing landscape of Mutual Fund and ETF fees. In this episode we not only discuss his views on financial technolo

Ch.4 The Employment Episode

Oct 11th, 2018 34m 7s

We sit down with Jonathon Jones and Jaimi Goodfriend of Point72 to discuss what it takes for a university student to enter the financial industry. In this episode we discuss interview tips, what an analyst program is, and how you can make the

Ch.3 The Retirement Episode

Aug 14th, 2018 56m 42s

We sit down with Samer Habl, CEO and Founder of Fingage.com to learn about the different retirement plans and what we can do, based on our age and circumstance, to ensure we have enough for retirement. In this episode you will learn the differ

Ch.2 Better Psych, Better Investing

Jan 23rd, 2017 44m 19s

I am so honored to kick off the podcast again as we sit down with prominent trading psychologist Dr. Daniel Crosby. Dr. Crosby is a NYT best-seller, fund manager, and recently released his latest book: The Laws of Wealth. In this episode, we d

Ep.8 Back, Back, Back it Up (Backtesting)

Jul 22nd, 2015 50m 20s

Forming a backtest is a skill I’ve spent the past 8 years honing, and after many years of toiling, I share with you some of the secrets I’ve uncovered. Hear the lessons I’ve learned the hard way and the biggest mistakes I see traders and inves

Ch.1 Sifting Through the Noise and Taking Action – A Chat with Garrett Baldwin

Jun 9th, 2015 53m 44s

We sit down and chat with Garrett Baldwin, a financial journalist and academic. Garrett is the Managing editor of AlphaPages.com and a contributing editor to Futures Magazine, Modern Trader, and FinAlternatives. In this episode, we touch upon

Ep.7 Your First Hedge Fund Strategy (Putting It All Together)

May 19th, 2015 43m 14s

In this episode we cover not only what hedge funds are, but one of the most recently used hedge fund allocation strategies: risk parity. The largest quantitative hedge funds are using this method and it is now presenting some real dangers. We

QA.2 What is Shorting and How Do People Make Money When Stocks Fall?

Apr 17th, 2015 27m 5s

Short-selling can allow somebody to make money when the price of a stock falls. I've been thinking for years on how to best explain this, because I myself struggled with this concept for a very, very long time. Luckily, I found a way! I share

Ep.6 The Different Styles of Top Investors and Traders (Value, Growth, Discretionary, and Quantitative)

Apr 3rd, 2015 53m 36s

Many of us have heard of the big name investors and traders out there, but what makes them different? What styles do they use? How do they approach markets? What separates the best from the good? This episode is an intro into the different typ

Ep.5 I Need Stats, Stat! (Volatility and Statistics)

Mar 24th, 2015 43m 22s

Volatility is one of the most important metrics in understanding markets, uncertainty, risk, and also the context of current market movements. This episode delves right into what it is and how to calculate it. You will learn why uncertainty ma

QA.1 How I Hustled My Way onto Wall St: An Elaborate Tale of Overcoming Many Setbacks

Mar 15th, 2015 27m 3s

I've been asked by many students, and those looking to change industries, about how they can land a job at a bank or hedge fund. I share my experiences - the countless setbacks I faced and what I had to do to land the job I wanted. It will giv

Ep.3 One Portfolio and Broker Please!

Mar 15th, 2015 34m 45s

Learn more than basic portfolio advice and take a much deeper dive. This episode explains how we can measure our portfolios (more than just returns), and why financial advisors give the advice they do. It discusses what volatility is, why it's

Ep.1 The Amped Up Basics Pt. 1 (Stocks, Bonds, and Commodities)

Mar 8th, 2015 30m 56s

This episode describes stocks, bonds, and commodities and then amps it up. It not only covers them, but also discusses stock indices, exchanges, how these assets are traded, and what kind of risk they typically present. The episode then covers

Ep.2 The Amped Up Basics Pt. 2 (Mutual Funds, Index Funds, and ETFs)

Mar 8th, 2015 23m 44s

This episode describes mutual funds, index funds, and ETFs. It then takes it further by describing the background behind each one and how to tell if they are worth your money. The episode then describes fee structures and how certain fees may

Ep.4 Portfolio Diversification (Beta and Correlation)

Mar 1st, 2015 34m 2s

This is the pilot episode of Tiingo Investing that explores what true portfolio diversification is, what metrics we can use to measure diversification, and how we can prevent misusing them. Understanding these concepts will help you create a m

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