Boxes and Lines

In our first #BoxesAndLInesLIVE series, we took on the big questions from every New Yorker: What will post-Covid NYC look like? What’s the health of the real estate market in the city? And when will we be back in the office? Experts Sarah Gibbons-Scheets and Spencer Levy from CBRE, the world’s largest commercial real estate services and investment firm, joined Ronan and JR from CBRE, to weigh in on the trends they’re observing, the outlook for growth, and the indicators they’ll be watching most closely in the coming months. Recorded March 25.

Anthony Scaramucci, Founder of SkyBridge Capital (and host of podcast Mooch FM) joins Ronan and JR to take on the big questions of life and finance. The differences between Wall Street and DC, the inevitability of the GameStop trading phenomenon, the character of post-pandemic NYC, and of course, the SALT conference – it’s all here. Recorded May 10.

Nearly 14 years out from the 2008 financial crisis, the protagonists of The Big Short – Danny Moses, Porter Collins, and Vinny Daniel – joined Ronan and JR as part of our first #BoxesAndLinesLIVE event. From GameStop to crypto to short selling, it’s a frank discussion of what’s keeping them up at night and what they see as the biggest opportunities this year. Recorded March 23.

Ty Gellasch, Executive Director of Healthy Markets, takes Ronan and JR through the equities issues that he expects the Gary Gensler-led SEC to tackle over the next few years and why he believes we might see the most aggressive SEC agenda in his lifetime. Recorded March 12.  

As part of our first #BoxesAndLinesLIVE event, Lyn Alden and Mike Green joined Ronan and JR for an in-depth discussion of all things Bitcoin, from the underlying purpose, to security concerns, to the regulatory environment. Whether you’re a bull or a bear, the discussion is sure to leave you with food for thought and perhaps some arguments for your next barroom (or Twitter) debate. Recorded March 24.

Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, joins Ronan and JR to break down the geopolitical issues impacting oil markets today, from OPEC to the major areas of focus for the Biden administration to the dynamics of renewables (recorded March 18).

Aite Group Senior Analyst, Capital Markets Spencer Mindlin joins Ronan and JR to dig into the market structure topics shaping up to take the spotlight in 2021 from short selling to settlement cycles to the shrinking universe of private companies.

IEX’s very own Sean Spector and Tori Dewey join Ronan and JR to debunk the conventional wisdom of minimum quantity with cold, hard data. Tune in to see Ronan and JR field a pop quiz on odd lots and stay for the breakdown of the impact of minimum quantity on adverse selection, information leakage, and opportunity cost. Want more on min quant? Check on Tori and Sean’s full blog series here: https://medium.com/boxes-and-lines/do-minimum-quantities-maximize-performance-b376025a73cd

Frank Chaparro, Director of News at The Block, stops by to school Ronan and JR on the latest topics in crypto and digital assets, including the maturation of Bitcoin, institutional adoption of cryptocurrencies, the regulatory outlook, and comparisons to “traditional markets.”

The anonymous protagonist of the “Occupy a Job on Wall Street” stories and podcast joins Ronan and JR to discuss his career beginnings, how Wall Street has transformed over the years, and his predictions for the future of trading, automation, and more (recorded January 12).