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Tag: hedge funds

Season 1, Episode 15: Emotional Investing With Denise K Shull

Published August 13, 2019

Identifying and managing emotional triggers can be vital to successful money management

Denise K Shull joins the podcast to argue against the platitude that emotions have no place in investing. Identifying and managing emotions does not only play an integral role in investing, but can in fact hold one of the keys to succeeding at all levels of money management — and elsewhere.

Denise was one of the key inspirations for the Wendy Rhoades character on Billions, the Showtime program that just completed its fourth season.

Content: The place of emotions in investing (0:20), examples of red flags (2:48), structuring a dataset of emotional reactions (6:35), gauging collective emotions in the market (10:00), Billions discussion (15:00). 

More information about Denise and The ReThink Group: https://therethinkgroup.net/

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Season 1, Episode 13: China and the Everything Bubble, With Kevin Smith of Crescat Capital

Published July 16, 2019

Kevin Smith of hedge fund firm Crescat Capital in Denver joins the podcast to discuss his views on China and other asset bubbles, which he considers ripe for implosion.

China heading into an economic downturn (2:00) and why its currency hasn’t faced any real devaluation, the situation in Hong Kong (3:50) and short HKD trade, the maturing economic expansion in the US (7:37), fiat currency debasement and bullish case for precious metals (11:35), background about Kevin (17:32).

Not intended as investment advice.

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