RiskReversal Pod

The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest

9 snips
Aug 7, 2023
Guest
Edward Talmor-Gera
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Episode notes
1
Introduction
00:00 • 2min
2
The S&P 500 Reversal on Friday
01:58 • 2min
3
The Fed Signals That They're OK at Readjusting That Higher
04:11 • 2min
4
The Fed Wants Us to Stay Aware of the Lag Effect
06:38 • 3min
5
Apple's Stock Opened Down on a Summer Friday
09:16 • 2min
6
The Rise of Inflation in Apple
11:05 • 2min
7
The China-Taiwan Situation
13:34 • 3min
8
The Pre-Market Trends in the Equity Market
16:11 • 2min
9
The Exuberance of Tupperware Stocks
18:07 • 2min
10
The Gamification of the Stock Market
19:44 • 2min
11
The Fed's Difficult Job Is Having
22:11 • 2min
12
The Rise of Consumer Disdiscretionary Names in the US
23:56 • 2min
13
Tesla's $800 Billion Market Cap
26:02 • 2min
14
How to Trade the World's Most Recognized Markets
27:50 • 3min
15
The Importance of Private Equity in the Financial Crisis
30:43 • 2min
16
The Evolution of Private Equity
32:35 • 2min
17
How to Disrupt the Fund of Fund Space
34:44 • 3min
18
The Future of Passive Investing in Private Markets
37:47 • 2min
19
The Importance of Diversification in the Private Markets
39:59 • 2min
20
How to Invest in Private Equity
42:01 • 3min
21
The Democratization of Private Equity
44:46 • 4min
22
Private Credit: A Growth Area
48:39 • 4min
23
The Beauty of Passive Investing
52:19 • 2min
24
The Future of New Vest
54:12 • 3min