Bloomberg’s Ted Merz on Financial Journalism and Information Dissemination in the Age of Social Media (EP.133)
Play • 52 min

I always love getting to interview people who typically ask the questions. And this episode with guest Ted Merz is no exception. Ted has spent 30 years at Bloomberg, first as a journalist and later overseeing application and product building. Now, he works as their Global Head of News Product. Ted was there at the early days of Bloomberg when financial journalism was at its infancy. It was fascinating getting his perspective on this sector and how it has changed and grown over the years. In this episode, Ted and I talked about how he landed his first role at Bloomberg, the biggest story he’s covered, financial journalism, the value of content, integrating Twitter into Bloomberg, data and more. 

Guest - Ted Merz, Global Head of News product at Bloomberg 

howardlindzon.com, bloomberg.com 

Twitter: @howardlindzon, @TedMerz, @knutjensen 

linkedin.com/in/ted-merz-cfa-b711257 

#fintech #invest #investment #venturecapital #stockmarket #finance 

Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Ryan Petersen - Where There Is Mystery, There Is Margin – [Founder’s Field Guide, EP. 22]
My guest today is Ryan Petersen, founder and CEO of Flexport. Flexport is a technology platform for global trade. In this conversation, Ryan takes us through the fragmented world of international freight shipping, and we dive deep into the history and inefficiencies of the system. We also cover how shipping containers were standardized, how new protocols get adopted internationally, and the challenges of doing business in the “no man's land” of international waters. Ryan is the type of entrepreneur I enjoy talking to most: he has incredible domain knowledge, high energy and is tackling an enormous global problem. I hope you enjoy my conversation with Ryan Petersen. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. ----- This episode is brought to you by DigitalOcean. DigitalOcean provides founders and creators with the platform they need to get their website and apps off the ground, all with low-bandwidth pricing to save them money over other cloud providers. If you are looking for the best place to build web apps or API backends on robust infrastructure, DigitalOcean is the place for you. They provide a fully managed solution that handles your infrastructure, operating systems, databases, and other dependencies, on their new App Platform product. App Platform makes it easy to build, deploy, and scale apps. Get started for free at do.co/founders. ----- Founder's Field Guide is a property of Colossus Inc. For more episodes of Founder's Field Guide, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes [00:03:24] - [First question] - Overview of what Flexport does [00:04:49] - His introduction into the world of shipping [00:06:49] - Difference between parcel and freight [00:08:53] - Market cap of the overall shipping industry [00:09:24] - Fragmentation of shipping and what Flexport is solving for [00:12:52] - Worst parts of the shipping world [00:15:34] - Improving the tech behind the shipping container [00:19:06] - Why the shipping container changed the world [00:19:07] - The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger [00:21:27] - Teams and outsider perspectives in solving problems [00:22:34] - How their business could make shipping more efficient and reduce costs [00:25:24] - Where the margins and profits are made in shipping [00:25:49] - Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger [00:27:11] - The finance side of shipping [00:28:56] - Maritime law and the ocean [00:30:57] - How much is left in the digitization of shipping [00:32:48] - The perfect state of shipping using Flexport [00:38:19] - Investing in hard assets to expand the business [00:41:03] - Lessons about building a business and global coordination [00:43:15] - Multidisciplinary thinking among their team [00:44:04] - Global supply chain issues in light of Covid and ocean policing [00:44:15] - Peter Zeihan Podcast Episode [00:47:59] - Testing out demand in the beginning [00:50:28] - The process of testing out new ideas and killing off losers [00:52:33] - Important lessons/themes for founders [00:54:51] - Hardest learned lesson, fundraising [00:58:06] - Other opportunities in shipping [00:59:47] - Lessons for creating a new standard [01:02:22] - Using their standardization to improve global relief work [01:04:40] - Creating synchronicity in a company [01:07:09] - What he’s excited about for the future [01:07:53] - Kindest thing anyone has done for him
1 hr 9 min
The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
1 hr 3 min
Capital Allocators
Capital Allocators
Ted Seides
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
Rostin Behnam is the Acting Chairman of the Commodities Futures Trading Commission. He was nominated and approved by the prior administration in 2017 to serve as one of five Commissioners of the CFTC and in January, accepted the role as Acting Chairman. The CFTC has a mission to promote the integrity, resilience, and vibrancy of the U.S. derivatives markets, working towards effective price discovery and risk management in fair and transparent markets. As a part of his role, Russ sponsors the CFTC’s Market Risk Advisory Committee. Our conversation covers the history, function and process of the CFTC and the Acting Chair’s path to the seat. We then discuss his perspective on crypto assets and dive into an exhaustive policy piece published last fall by his Market Risk Advisory Committee entitled “Managing Climate Risk in the Financial System.” The document is positioned to become the leading regulatory policy manual on financial climate risk for the new administration. Our conversation took place shortly before Russ rose to Acting Chairman and before the wild market volatility in recent weeks. We touched base about his perspective, but the situation is too fluid for a public response. Acting Chairman Behnam released brief statement about the silver markets that said, “The CFTC is closely monitoring recent activity in the silver markets. The Commission is communicating with fellow regulators, the exchanges, and stakeholders to address any potential threats to the integrity of the derivatives markets for silver, and remains vigilant in surveilling these markets for fraud and manipulation.” Stay tuned, as the subject may well be fodder for another conversation down the road. _Learn More_ Subscribe: _Apple_ | _Spotify_ | _Google _ Follow Ted on twitter at _@tseides_ or _LinkedIn_ Subscribe _Monthly Mailing List _ Read the _Transcript _
1 hr 6 min
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Finding The Best Brand-Building Businesses w/ Kristen LaFrance
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify's Resilient Retail series. Prior to joining the Shopify team, she hosted two eCommerce podcasts: Playing for Keeps and eComm Noms. As the official mayor of DTC Twitter, Kristen is an expert on omnichannel customer retention and helping online and offline brands connect with customers, craft remarkable experiences, & build resilience for long-term success. During our chat, Kristen discusses the transformation that the retail industry had to endure in a global and local level during 2020.  She also helps us identify the actual value that is created by retail companies by bringing and explaining a plethora of examples such as Chewy, Casper, Battlbox, and more.  Here's the timestamp:  * [0:00] WTF is Clubhouse? * [3:00] Who is Kristen LaFrance? * [12:00] Working at Shopify * [18:30] Resilient Retail: Season 2 * [22:00] Retail: Before, During and After COVID * [29:30] Best Practices of Customer Retention  * [45:00] How to Identify a Community at an Early Stage? * [57:00] Status as a Service. * [1:01:20] Does NPS Cover Everything? * [1:08:00] Perceived Value vs Actual Value  * [1:13:00] Closing Questions If you like what you heard and want to learn more about Kristen, check out these links:  * Kristen's Twitter * Kristen's Blog
1 hr 21 min
The FORT with Chris Powers
The FORT with Chris Powers
Chris Powers
#115: James Beshara - Angel Investing, AirBnb, Clubhouse, & Being Content
James Beshara is a full-time Angel Investor & Founder of Magic Mind. He also is the host of the podcast Below the Line.  In his third appearance on The FORT, James and Chris discuss the origins of their friendship, the concept of lives being made on 12 seconds of courage, and the metrics of their first venture fund. James also details his experience building Tilt, which was acquired by Airbnb in 2017, and the downside of that journey that you won't ever hear from other start-ups in the media. He talks about running out of cash while trying to find a suitable buyer for the business, having to lay-off employees, and taking the news of the acquisition to the team as well as transitioning to Airbnb. Finally, James and Chris discuss the ego-centric world of tech, what it means to be happy, the philosophy behind building a business, and more. Enjoy!  Follow Chris on Twitter: www.Twitter.com/FortWorthChris Learn more about Chris Powers and Fort Capital: www.FortCapitalLP.com Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/ James Beshara on Twitter: www.twitter.com/jamesbeshara James' Podcast: www.belowthelinepod.com (03:26) - How James and Chris Met (07:22) - Lives Are Made on 12 Seconds of Courage (12:15) - Going to South Africa (16:24) - The Metrics for Chris & James First Fund (Cat Empire) (24:20) - The Process of Deciding to Start a Venture Fund (30:02) - The Downside of Building and Exiting Tilt (Acquired by Airbnb) Below the Line: On Failure  (36:10) - The Last Few Months of Tilt (50:03) - Telling the Team About the Acquisition (59:06) - Initial Experiences at Airbnb (1:02:10) - What’s the process like getting stock in a pre-IPO company? (1:05:12) - Being Made to Create (1:07:20) - Working Alongside AirBnb’s CEO (1:10:55) - When someone is emerging with a start-up, are they getting executive coaches along the way? (1:17:04) - Vulnerability is a Strength  (1:22:33) - Ego in Today’s Society (1:25:27) - Envy (1:30:51) - Eastern Philosophy & Starting a Business (1:33:17) - Wheat does an internal pursuit mean? (1:36:36) - What does it mean to be content? Living life backwards by David Gibson (1:49:08) - Clubhouse and James Being One of the First Investors The FORT with Chris Powers is produced by Straight Up Podcasts
1 hr 59 min
The Razor's Edge
The Razor's Edge
Shortman Studios
Talking The Twitter Trade, Analyst Day, And The Big Picture
It's been a wild and, finally, fun ride for Twitter over the past 11 months. While everything feels like smooth sailing now for bulls, even as of our last episode on the stock post ex-President Trump ban in January, things weren't so clear. Despite that, the set-up was good enough for Akram's Razor to open an options trade into the earnings call (and for Daniel Shvartsman to open a small long position, which is a separate story). We break down what happened with Twitter but also more of the mechanics of the options trade; why that trade, why Q4 and not Q3, whether to hold it into the call itself, and what's left for Analyst Day this week. All of this happens within the context of the broader macro environment and what growth investors might start extrapolating as we (fingers crossed!) round our way out of the full COVID environment this year. So we bring a dollop of that context into the discussion as well. Topics Covered * 4:00 minute mark - How does event-driven trading of options fit into a broader portfolio strategy? * 12:00 - Reviewing our record on Twitter and how/when Akram's views flipped over 2020 - the importance of narrative shifts, product adoption/development, having a variant view, and understanding the other side of the trade * 22:30 - Twitter's setup going into the start of 2021 * 28:45 - Why not own the biggest growth stocks instead of a Twitter? * 34:30 - Market participants' tendency to extrapolate in the short-term, and the misuse of 'compounding' * 40:00 - Defining mania * 48:00 - The strum and drang around Twitter at the beginning of 2021 and the March options trade * 1:04:00 - The Q4 reaction and what's left for the analyst day * 1:11:00 - Twitter's differentiation in the subscription space * 1:22:00 - The importance of understanding the process * 1:27:00 - Peak screen time
1 hr 42 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast | MicroCap Investing Strategies
SNN Network
Ep. 162 - 2021 Topics No One Wants to Hear About Anymore with Charley Grant, Heard on the Street at The Wall Street Journal
For this episode of the Planet MicroCap Podcast, I spoke with Charley Grant. He runs Heard on the Street at THE Wall Street Journal. It's not often we get someone who writes a daily column for THE Wall Street Journal on here, so we discuss all the 2021 hot topics he's been writing about: Bitcoin on the balance sheet, Tesla takes - we're just trying to make sense of what's been happening thus far despite only being the end of February. I had a blast chatting with Charley and you will no doubt enjoy hearing his insights. Charley Grant articles on WSJ: https://www.wsj.com/news/author/charley-grant You can Follow Charley Grant on Twitter @CGrantWSJ: ​https://twitter.com/CGrantWSJ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
1 hr 14 min
The Derivative
The Derivative
RCM Alternatives
Playing like a Poker Pro in Life/Investments/Career with Chris Sparks
Talking this week with Poker Pro Chris Sparks on everything from game strategy to deciphering A.I. capabilities and catching bots. With Founder, CEO, and Performance Coach of The Forcing Function we’re taking it back to the beginning where we dive in with Chris about an interesting online alias “GoMuckYourself”, grabbing seats at poker tables in Vegas, exploring his latest paper “Play to Win: Meta – Skills in High Stakes Poker” and using behavioral science and system thinking to lead a new generation in the game and the investing world with Peak Performance Architecture. Chapters: 02:36-19:10 = Gambling for a Living 19:11-28:27 = Data is Power 28:28-50:37 = Playing to Win 50:38-59:00 = Sizing Bets & Catching Bots 59:01-01:13:34 = Peak Performance Architecture 01:13:35-01:20:20 = Playing the Investment World 01:20:21-01:32:34 = Favorites Read Chris’ Play to Win: Meta-Skills in High-Stakes Poker and his honorable mention to check out  Fortune’s Formula: The Untold Story of the Scientific  Betting System that Beat the Casinos and Wall Street Follow along with _Chris (@SparksRemarks) on Twitter_, and check out the _forcingfunction.com website._ And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
1 hr 33 min
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