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MI Take

Brad Dieter

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MI Take is a podcast from Macros Inc that discusses current events in nutrition, the business side of the health and fitness industry, and a little of everything in between.
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Absolute Return Podcast

Accelerate Financial Technologies Inc.

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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Alpha Exchange

Dean Curnutt

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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MI Live

Jay Woith, Brad Dieter

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Your Daily Nutrition Talk Show. This podcast aims to answer your most important nutrition question and is brought to you by Macros Inc, a nutrition coaching, education, and media company.
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Forum to document market moves that we believe in. We discuss stocks, futures, currencies/forex, macro, economic, trading and investing ideas. Views expressed are for educational purposes only and should not be considered investment advice.
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
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Three hundred odd years ago, Sir Isaac Newton told us that “no great discovery was ever made without a bold guess.” My sense is he didn’t have the order book in Emini futures in mind, but his words do translate well to our world of financial instruments. In this short pod, I revisit the events of August 5th, a day when prices normally well discover…
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Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…
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[0:00] - Intro [0:42] - Fish Oil and Heart Disease [5:53] - BREAKING NEWS! COFFEE SAVES YOUR BRAIN! [9:30] - The Built Environment and Obesity Prevalence Map Food Intake Map Physical Activity Map [16:38] - Coaching is About Being the Best Version of Yourself Visit us at macrosinc.net to enroll in our fitness and nutrition coaching program!…
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When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …
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Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…
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Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…
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[0:00] - Introduction [0:40] - Tests of Energy Balance [1:12] - Energy Manipulation and Direction and Magnitude of Weight Loss/Gain [1:48] - Bortz 1968 paper [2:41] - Bouchard et al. 1990 Paper [4:23] - Direct Manipulations of Dietary Factors [9:38] - Covert Energy Losses and Energy Balance (SGLT paper 1 and 2) [12:58] - Patience and Consistency St…
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What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…
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With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…
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With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…
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[0:00] - Intro [0:42] - Introducing Insulin and What it Does [6:00] - Primer on Insulin Resistance [11:10] - How Prevalent is Insulin Resistance Actually [13:00] - Do I Need a Specific Diet to Improve Early Insulin Resistance [15:00] - The Benefits of Exercise on Insulin and Glucose [17:10] - Are Glucose Spikes from Eating a Bad Thing? [19:15] - Sh…
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“Walking on a tightrope” is an idiom that conjures the notion of danger – of exceptionally little margin of safety and of particularly significantconsequences should things not go as planned. Markets feel this way - asset prices are full, Sharpe ratios high, correlations low, political polarization intensifying. In this discussion, we review the re…
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On today’s show we welcome special guest, Meteora Capital Founder and CIO Vik Mittal, his second time on the podcast. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies. On the show, we discuss: What has happened in the SPAC market over the past 24 months Meteora’s approach to investi…
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[0:00] - Intro [0:43] - Upper limits of protein digestion, absorption, and utilization [9:00] - Effects of protein on weight loss and fat loss [20:45] - Application of these concepts in nutrition coaching Studies Cited Trommelen J, van Lieshout GAA, Nyakayiru J, Holwerda AM, Smeets JSJ, Hendriks FK, van Kranenburg JMX, Zorenc AH, Senden JM, Goessen…
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[0:00] Intro [0:42]. House Keeping [2:15] Fish oil supplementation modifies the associations between genetically predicted and observed levels of blood lipids. [8:16] Thermal facial image analyses reveal quantitative hallmarks of aging and metabolic diseases [13:20] Listener Mail/Q&A Visit us at macrosinc.net to enroll in our fitness and nutrition …
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On today’s show, we welcome special guest, Stanford AI Researcher Dr. Mohammad Rasouli. Mohammad helps funds to realize the benefit of artificial intelligence for alternative asset investment by providing AI education and tailored AI strategy, and by implementing the proprietary InvestAI technology. These include using AI for both alpha generation …
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Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com). This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Key Discussion Points: Market Dynamics: Explore the impact of carrier…
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If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…
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A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defe…
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On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss: What got him into the business of thoroughbred racehorse buying, selling, and breeding The basics of horse racing betting A look into the advanc…
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There’s been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind? In this short pod, I lay out a 5-part, informal framework …
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Earning a Ph.D. in financial economics is no small feat. And not only did Garrett DeSimone do just that, but he would unknowingly embark on his future career in the process of doing so. His dissertation from the University of Delaware involved the study of event risk premia in single stocks ahead of earnings. And to perform the analysis he engaged …
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The study of correlation is valuable, informative and, likely an over-indulged in activity on Wall Street. That said, there are important risk considerations when it comes to how significantly assets move together or do not. The task at hand in this short podcast is to illustrate and contemplate the diverging paths of two important correlations: th…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
It was a pleasure to welcome Raghuram Rajan back to the Alpha Exchange. Raghu is currently a distinguished professor at the Chicago Booth School of Business and is the former head of the Reserve Bank of India. With a deep understanding of the intersection of markets, the economy and policymaking, he is among the most important voices on Central Ban…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
Corporate Fraud is an unfortunate, costly and seemingly never-ending aspect of the world of business. In the best case, fraud is prevented or, at least caught before harm is done. All too often, however, these cases of deception lead to large financial losses, impacting the lives of many - shareholders, individuals and certainly those that are cour…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
In this episode, Tim Robinson (CEO at AgencyBloc) and Cory Schmidt (CTO at AgencyBloc) interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance industry. The Brokerage Inc. is a family-owned national FMO (Field M…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
It was a pleasure to welcome Kris Kumar, CIO of Goose Hollow Capital, to the Alpha Exchange. Our conversation starts with Fed policy and the manner in which the 500bps of policy tightening is impacting the economy. To this, Kris argues that the propitious starting position for households and corporates in this cycle has been quite different than in…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
In this episode, Tim Robinson and Cory Schmidt recap the BlocBuilder 2024 conference. BlocBuilder 2024 was a powerful event where AgencyBloc team members, customers, and partners came together in Atlanta for 3 days of leadership meetings, educational sessions, and 1-on-1 meetings. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommen…
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Show Sponsor: Hey Everyone, It’s Brad here, before we get started with the show just wanted to take a minute and let you know about our coaching program we run here at Macros Inc. We believe that every person on the planet deserves to live their healthiest and best life. A qualified nutrition coach and personal trainer can be the key to living that…
  continue reading
 
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