57 min listen
E17: How Quants See the World
E17: How Quants See the World
ratings:
Length:
62 minutes
Released:
Feb 29, 2024
Format:
Podcast episode
Description
Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets.
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The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co
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Check out Erik's new show
Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.Watch and Subscribe on Substack:
Request for Startups---
Thanks to our sponsor: BRAVE
Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.
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LINKS:
Byrne’s writing: thediff.co
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X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:44) Understanding Mispricing in Public Companies
(03:28) Case Study: Boeing's Business Value
06:29 The Role of Professional and Retail Investors
(12:07) Why Some Investors Matter More Than Others
(18:49) Sponsor: Brave
(19:51) Unpacking Risk in Investment
(25:42) Gold and Bitcoin in Investment
(28:54) On Yield, Buybacks, and Dividends
(39:11) Short Selling in Financial Markets
(51:15) Earnings Guidance and Corporate Communication
(56:17) Wrap
---
The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co
---
Check out Erik's new show
Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.Watch and Subscribe on Substack:
Request for Startups---
Thanks to our sponsor: BRAVE
Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.
---
LINKS:
Byrne’s writing: thediff.co
---
X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
---
TIMESTAMPS:
(00:00) Intro
(00:44) Understanding Mispricing in Public Companies
(03:28) Case Study: Boeing's Business Value
06:29 The Role of Professional and Retail Investors
(12:07) Why Some Investors Matter More Than Others
(18:49) Sponsor: Brave
(19:51) Unpacking Risk in Investment
(25:42) Gold and Bitcoin in Investment
(28:54) On Yield, Buybacks, and Dividends
(39:11) Short Selling in Financial Markets
(51:15) Earnings Guidance and Corporate Communication
(56:17) Wrap
Released:
Feb 29, 2024
Format:
Podcast episode
Titles in the series (34)
E2: OpenAI, Investing Bets, and Social Media Paradigms: In our second episode of The Riff, Byrne Hobart and Erik Torenberg discuss the role and influence of companies like OpenAI, AI investment opportunities, the whitespace in the future of social media companies, and turning cloud networks into real communities. by "The Riff" with Byrne Hobart and Erik Torenberg