In this episode of The Intentional Investor, Matt Zeigler talks with Grant Williams, a veteran of the finance industry and creator of the popular newsletter “Things That Make You Go Hmmm…” Grant shares fascinating stories from his career journey, from trading Japanese equities in the 1980s to founding Real Vision. He discusses his approach to writing and interviewing, emphasizing the importance of building trust with an audience and focusing on quality content rather than chasing numbers. Grant also reflects on his experiences living and working around the world, the challenges of moving his family internationally, and his passion for sports. Throughout the conversation, he offers valuable insights on communication, community-building, and maintaining curiosity in both investing and life.
In our Saturday conclusion, Scott Bradlee of Post Modern Jukebox @postmodernjukebox joins Epsilon Connect 2024 to lead the conversation about what Make, Protect, Teach means to him. And show off his incredible musical talent!
What happened over the weekend happened. There’s nothing to be done about it now, and I think the last thing you want to do is sell into it today. But over the days and weeks and months to come I think you absolutely want to sell into the forced deleveraging to come, whatever ‘sell into’ means to you.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Israel’s assassination of Hamas leader Ismail Haniyeh isn’t that important in and of itself, but is important because of where it happened – in Tehran! – and even more important because of how these events are being described in the domestic media of both Iran and Israel.
Replay of our 7/26 webinar introducing the ET Pro Dashboard – a direct window into our Radiant technology platform and its Narrative signals across equities, commodities and interest rates.
The ET Pro Dashboard is designed to quantify narratives about financial markets present in financial and political media, transcripts, and press releases, providing a unique alternative data signal for advisors, investors and allocators alike.
In this episode of Breaking News, we cover the recent developments in the Democratic party, with Biden stepping aside and Kamala Harris becoming the presumptive nominee. We discuss how reality seems to be proclaimed rather than acknowledged, and how both parties seem more interested in conflict than actual policy solutions. We also touch on the SEC’s case against short-seller Andrew Left and the selective enforcement of rules in finance. We also debate the merits of giving green cards to foreign college graduates and how systems can be exploited by those with money. Finally, we explore the themes in Charlie XCX’s album “Brat,” relating it to the myth of Narcissus and broader questions of self-worth and community in our current cultural moment.
The weirdest thing about this “weird” campaign is how convinced some are that it represents a thoroughly directed, planned, systematic propaganda effort.
That’s not how this works. That’s not how any of this works. Not any more, anyway.
Recorded on July 24, this webinar explores how a long-only, long-term investor or advisor can protect a portfolio through a tail-risk market event without resorting to bespoke derivatives or actively trading basis risk. It can be done!
Recent major media stories that feel to us like they’re part of a larger narrative campaign.