Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
TV & Film
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/17/c7/cf/17c7cfea-a765-e938-e236-b12f6f8cf668/mza_8755640452565490056.jpg/600x600bb.jpg
just THINK about it
Nadine Terman and Benjamin Brey
24 episodes
8 months ago
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Show more...
Investing
Business
RSS
All content for just THINK about it is the property of Nadine Terman and Benjamin Brey and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Show more...
Investing
Business
https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/43084492/4175bfc29345370a.jpg
Macro Credit, Crypto and Convexity with Tian Zeng
just THINK about it
1 hour 17 minutes 16 seconds
1 year ago
Macro Credit, Crypto and Convexity with Tian Zeng

In Episode 15, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, crypto, interest rates, and, of course, market positioning into the election. In addition, we explore various macro trading strategies that he utilizes as well as current market insights, asymmetric trades in the market today, and risk management. We focused on the implications of interest rate changes, the dynamics of the credit market, and the impact of government spending on economic stability and the significance of gold as a hedge against inflation and market volatility.

just THINK about it
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.