Busting jackass myths to find more profitable investment strategies – with Mike Dever

finding a job in finance

I’ve been a fan of Mike Dever and his firm, Brandywine Asset Management since I first began learning about mutual funds 20 years ago. Mike joins us today on Tradestreaming Radio to discuss his new book, Jackass Investing— a book with 30 years of hard-earned investment experience. Mike describes multiple myths investors (and the media!) have about investing — and then proceeds to bust them. In this podcast, you’ll learn:

Insight into the Twitter hedge fund

This is interesting.  Here’s an interview with Paul Hawtin, founder of Derwent Capital Markets (the Twitter hedge fund).

the twitter hedge fundI find this compelling because it’s one of the first hedge funds that’s designed (so publicly, at least) to trade on changes in social media sentiment.

According to MoneyScience, you’ll learn:

  • How the Twitter hedge funds’s signals are computer
  • Operational set up and infrastructure of Derwent
  • Trade generation
  • The “Michael Jackson” Test: Is the Twitter hedge fund an automated black box?
  • Risk Management
  • Will large scale analysis of social media be part of quant trading and investing from now on?
  • Who is invested in the Twitter hedge fund?
  • Capacity, Target return

Making 16% a year investing in taxi medallions – with Andrew Murstein

Did you know corporate taxi medallions in New York City fetch close to $1M?

how to invest in taxi medallionsContinuing to look at alternative investments, I stumbled upon investing in taxi medallions. The data show that a NYC taxi medallion would have returned 16% per year on average for the past 60 years — smoking traditional asset classes.

Medallion Financial’s (Nasdaq: TAXI) CEO, Andrew Murstein joins us to talk about the particulars of the taxi business and how he’s grown his firm into the largest financing arm of taxi medallions.

You’ll learn:

  • how to purchase a medallion
  • how much a taxi driver makes
  • how to finance a medallion
  • why industry dynamics have made taxi medallions great investments over the long term
  • what the future holds for the investment

Continue reading “Making 16% a year investing in taxi medallions – with Andrew Murstein”

Radical social investing needs parallel educational framework

Interesting post by SellPuts at Hedge Accordingly about the impact of social investing.  Investors have seen an onslaught of new financial startups, research platforms, and tools to share all this.

But, nothing tries new investing tools and strategies like big movements drops in the stock market.

The article discusses the radical impact of social investing on retail investors, using an car metaphor (beware, money quote): Continue reading “Radical social investing needs parallel educational framework”

How to invest in mining companies — with Victor Rudenno

Are you interested in investing in commodities or mining companies but aren’t quite sure where to start?

I’m certainly interested but more so than in other industries, I feel like a real outsider when looking at commodities, mining and natural resources investments.

So, I invited natural resources expert, Dr. Victor Rudenno, author of The Mining Valuation Handbook: Mining and Energy Valuation for Investors and Management, onto this week’s episode for a walk-through on investing in miners and natural resources. Continue reading “How to invest in mining companies — with Victor Rudenno”

Beyond the stock market, local investing — with Amy Cortese

Lending Club's Renaud Laplanche on marketplace lending

If last week’s terrible market has gotten you jittery, check out this episode of Tradestreaming Radio with Amy Cortese.

Amy is a best-selling journalist and author of Locavesting: The Revolution of Local Investing and How to Profit From It, a book all about the potential in investing local, why it’s good for small businesses, neighborhoods and investors and the new platforms enabling investors and local businesses to transact.

She joins us to discuss:

  • how investors are tapping into local opportunities and profiting
  • why many investors are adopting the “slow money” model
  • how some local businesses scale globally and how investors can ride their successes
  • crowdfunding’s potential for businesses and investors
  • which local investing platforms are really taking off
  • the future of investing locally Continue reading “Beyond the stock market, local investing — with Amy Cortese”

Making better investment decisions with social media [interview]

Tradestreaming is all about plugging into social media to help investors make better decisions.

I recently appeared (radio) on News@7 to talk about my book (Tradestream your Way to Profits).

We also had the opportunity to talk about real-life examples how investors are turning to new online tools to aid them in the investing process, some new-ish Internet IPOs and current trends on Internet usage. Continue reading “Making better investment decisions with social media [interview]”

The future of online finance and how to win — with Mark Clare [Tradestreaming Live]

Due to unfortunate circumstances (Mark is sick and we wish him well), we’re forced to call off this session.  We will reschedule shortly.

We’re following up last week’s event on global value investing with a live session with Mark Clare, investor, entrepreneur, and founder of ValueCruncher.

Mark’s written extensively about the competitiveness in the online finance space.

===> He’ll join us to talk about what the future of online financial content has in store, who’s positioned to win, and what other entrepreneurs and executives in the space can do to assure success.  If we’re lucky, he’ll talk about his own experiences founding and growing his own startup in the space.

Please join us Wednesday, July 27th at 4PM ET (1PM PT) live. Continue reading “The future of online finance and how to win — with Mark Clare [Tradestreaming Live]”

Following stock sentiment on your iPhone — with Eran Barak

crowdfunding

Tradestreaming is all about the value of social media to the investing process.

We’ve spoken a lot about sentiment analysis and there are so many interesting approaches to solving how to make sense of the reams and reams of unstructured investment data online.

One solution has emanated from the Israeli Defense Forces and found a home in Sentigo, the parent company of popular app, Wall St. Scanner.  Wall Street Scanner looks at tens of thousands of sources of information and over 7M webpages every 24 hours scouring for important chatter about stocks.

Soft launching just a month or two ago, Sentigo already has 70,000 downloads of its WSS app and with this momentum continues to build out functionality for its users.

Eran Barak, Sentigo’s VP of Strategy, shares his vision for his firm with us, bringing insights he gained as marketing head of Thomson Reuters’ messaging product. Continue reading “Following stock sentiment on your iPhone — with Eran Barak”