The Compound and Friends Greed Is Good
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Mar 28, 2025 Andrew Beer, a hedge fund replication pioneer, and Sam Ro, founder of the investment newsletter Ticker, dive into the complexities of market dynamics and the evolving landscape of alternative investments. They discuss the challenge of navigating trade wars and the real value of hedge funds. The conversation shifts to the intriguing effects of corporate greed on capitalism and how this influences investor behavior. They also explore the intricacies of private credit ETFs and the implications of ongoing tariff negotiations on the U.S. economy.
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Avion Tequila's Rise and Fall
- Michael Batnick recalls the Avion tequila brand from the show Entourage.
- It had a moment in 2007 but was overshadowed by Casamigos, co-owned by George Clooney.
The MIT Craft Beer Experiment
- Dan Ariely conducted a study at MIT where Budweiser with vinegar was labeled "MIT Craft Beer".
- People initially loved it, demonstrating the power of branding and perception.
Josh Brown's Wine Test
- Josh Brown conducted a wine taste test with a $40 and $10 bottle but different wine types.
- The differing types made comparison impossible, highlighting flawed methodology.