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Alpha Co. Marketing & Media

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Alpha Co. Marketing & Media's own Graham Dunlap hosts a topical podcast focusing on the ins, outs, and daily changes in bilingual marketing. Featuring a rotating panel of guests, Graham & Co. will dive deeply into the marketing topic of the day, how it affects you, and how you can stay ahead. Stay tuned to this Transmisión!
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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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Housed: The Shared Living Podcast

Sarah Canning, Deenie Lee and Daniel Smith

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Sarah Canning and Deenie Lee of the Property Marketing Strategists have teamed up with Daniel Smith of Student Housing Consultancy to discuss the latest news, views and insights in the shared living sector. Each episode they will be delving into a wide variety of subjects and asking the questions which aren't often asked. This podcast is a must for anyone working in Student Accommodation, BTR, Co-Living, Operational Real Estate or Shared Living.
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Strategically Speaking

AllianceBernstein

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Institutional investors face many strategic questions today in a challenging landscape: Constraints on real return generation are growing. Diversification challenges are ever-present. The dividing line between alpha and beta is shifting. With Strategically Speaking, Inigo Fraser Jenkins and Alla Harmsworth, AllianceBernstein’s co-heads of Institutional Solutions, present strategic views on the macro backdrop and capital markets, translating them into actionable insights. The goal: to empower ...
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NTP Podcast

NewyTechPeople

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Welcome to the NTP Podcast. Each episode highlights the incredible work of talented tech professionals in Australia. We chat with people who are at the top of their game to learn all about their craft—why they’re passionate about their work and what resources help power their success. By delving into their experiences, we gain insights into the constantly evolving tech scene, explore how it has changed, and see where it may be headed.
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Financing Social Entrepreneurs is a weekly podcast interviewing people who fund and support social innovation in different ways, grant providers, impact investors of various kinds, angel investors, foundations, family offices and more. They talk frankly about how they work, how they make investment, grant and funding decisions, what they will invest in, or support, and what they cannot— they talk about the pros and cons of different sources of funding, share lessons and insights, and provide ...
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The Razor’s Edge

Shortman Studios

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The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start w ...
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World of Commerce

Marcel Hollerbach

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A conversation about what’s happening in commerce today will likely be outdated in a week. How do we keep up with it all? We keep talking. From generative AI and the metaverse to live shopping and native checkout, there’s always something new to discuss in the commerce world. Marcel Hollerbach, Co-Founder and Chief Innovation Officer of Berlin-based Productsup as well as Co-Founder and Entrepreneurial Partner at Cavalry Ventures, brings some of the industry’s leading experts together from al ...
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Send us a text Sarah, Deenie and Dan (with his new micrphone!) discuss a wide-range of topics in the shared living sector, sharing their thoughts and opinions on: What they learnt from the Howard Kennedy exclusive panel discussion on the future of PBSA and the convergence of shared living - The popularity of HMOs for students and importance of look…
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In this short podcast, I make the case for doing what doesn’t come naturally - taking defensive action when times are good. The first portion of the discussion assesses event risk premium into and after consequential macro events like Brexit and prior US elections. The main shared attribute is that implied vol remains elevated into the event, even …
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Send us a text 🔵 The Renters' Right Bill - will PBSA be exempt from it and when will we find out? Sarah shares advice from Unipol. 🔵 The Student Living Monitor from The Class Foundation. What is making students happy and how do we create the perfect living environment for them? 🔵 Why we need to use marketing comms to reassure students at different …
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In China, the “vol shot” heard round the world occurred recently with the Chinese government throwing the kitchen sink at the economy and market, seeking to revive the relatively lifeless patient. As it usually does, at least temporarily, it worked. Insofar as asset price reaction that is. An explosion in volumes ensued as did the classic “stock up…
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Option prices - by incorporating time (expiry) and distance (strike) - give us many more dimensions than a mere flat price like the SPX or a single stock. If the stock market speaks, then the option market sings. It's my strong contention that option prices are singing out loud right now, begging for attention. The market was largely unchanged on t…
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Send us a text Here's what the episode covers: 🟣 TONG's 10th anniversary party - Sarah was invited to attend this event to celebrate the achievements of TONG over the last decade. Hear how TONG adds value to the sector through helping to understand the Chinese market. 🟣 Utilising international connections - the importance of expanding your knowledg…
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On this episode, managing partner Aaron Strauss sits down with Robert Logan of B&D Holdings to explore the strategies driving their impressive growth in industrial real estate. Rob Logan is a Principal at B&D Holdings. Based in New Jersey, B&D Holdings is a privately held investment and development firm with a real estate portfolio of over 200 prop…
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Send us a text This week on Housed, we discuss all the latest news, views and insights from the shared living sectors including BTR, PBSA, coliving, university accommodation, HMOs and later living: ▶ Key takeaways from The Urban Living Conference and ICEF Accommodation ▶ Why they think the sector needs to talk more about WiFi ▶ Do property teams kn…
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The gamma and theta characteristics of ODTE are attached at the hip. But the zero day to expiration straddle on last Wednesday’s Fed day was no normal ODTE. We might call this straddle a OTTD straddle. Zero theta to decision. The Fed decision isn’t just a date on the calendar. It’s a specific time of day on that date. It’s not like NFP which comes …
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Send us a text Join Sarah Canning , Deenie Lee , and Dan Smith as they dive into the latest industry trends and discuss key insights from recent conferences in the shared living sector. In this episode the team discuss: 🟣 Dan's key takeaways from the Operational Resi Living Conference by LD Events 🟣 Do International students know the difference bet…
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Send us a text In Episode 2 of Season 2 of Housed Sarah, Deenie and Dan share the key takeaways from their recent industry conference visits and discussed some of the other big news in the shared living sector. This episode covers: 🟣 The Bisnow event takeaways: can the sector overcome affordability issues 🟣 PropTech Connect event: the future of AI …
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Most of the discussions on the Alpha Exchange podcast consist of guests sharing views on market risk and portfolio construction. To be sure that leads the conversations down the path of monetary policy, positioning, inflation and growth. There’s a great deal of consideration around the price of optionality and the correlation of assets. But what ab…
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“Elections have consequences”. So said former US President Barack Obama. He probably didn’t have our trusty fear gauge, the VIX, in mind, but he may as well have. We are one day away from the US presidential debate. I am not sure this one can deliver the same fireworks that resulted from June 27th. It may devolve into a food fight, with each side h…
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Send us a text In our first episode for series 2 of Housed Sarah, Dan and Deenie had a lot to discuss. With Clearing finished for 24/25 the trio digest how this period has looked for the sector and what operators could be doing to stop it being such a 'panic' time of year. The episode covers: ➡ The importance of pricing, proposition and marketing s…
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Yannis Papadakis is a Business Development Manager and Podcast Host at CREXi. Based in Los Angeles, CREXi is a commercial real estate community, marketplace, and technology company that simplifies transactions and accelerates business for brokers, buyers, agents and tenants. Yannis is responsible for building relationships with commercial real esta…
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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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Send us a text In our final episode of our summer series for Housed we chatted with Paul Humphreys and Tuely Robins of StudentCrowd. Paul co-founded the decision-making platform in 2014 and it has now helped over 12 million users, it also provides datasets to support the decision making of both operators and property advisors. Having specialised in…
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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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Send us a text In our latest Housed Summer Series episode we chat with Stephen Cleal, Customer Success Director, UCAS. With over 20 years of industry experience and having spent 11 years at UCAS, Steve brings a wealth of knowledge to the sector and heads up the Accommodation and Real Estate team as they continue to support students as they transiti…
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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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Send us a text Our latest podcast episode from our Summer Series is now available to listen to. In this episode we chatted with the trailblazer Honor Barratt, CEO of Birchgrove. Birchgrove is a specialist age-exclusive developer working to establish a portfolio of later living neighbourhoods with well thought-out facilities for rent. Some of the to…
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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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Jordan Kavana is the Founder and Chairman of ARK Homes for Rent, established in 2021. ARK Homes for Rent is a real estate investment company that owns, operates, and manages a nearly $2 billion portfolio of rental properties located across the Sunbelt of the United States. For nearly three decades, Jordan has built and led several successful ventur…
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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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Send us a text Housed: The Shared Living Podcast hosts Sarah Canning , Dan, and Deenie recently collaborated with experts Laura Bosworth, Richard Stott, Jenny Shaw, and Rebecca O'Hare to record a special episode discussing crucial issues in student accommodation. This top team of professionals share expert views on key topics, including: ⚪ PBSA vs.…
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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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Send us a text We're excited to share our latest Housed podcast episode in collaboration with Martijn van de Veen , Chief Business Development Officer at ICEF. This session is ahead of the The inaugural ICEF Monitor Global Summit in September which has a track dedicated to student accommodation. Sarah Canning and Deenie Lee will be speaking at the …
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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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Send us a text We're excited to kick off our special summer sessions with an insightful conversation featuring Hannah Chappatte, CEO and founder of Hybr. Here's what we cover in this episode: ☑️ Female Entrepreneurship: Exploring the unique challenges and triumphs faced by women in the industry. ☑️ The Future of the Sector: Insights into emerging t…
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Our latest episode of the NewyTechPeople Podcast features Josh Jeffress, Principle at Design Anthology. Josh, a passionate innovator and industry veteran, shares his incredible journey from trade school to establishing a design powerhouse in the Hunter region. Discover his insights on: * The importance of education beyond degrees * The power of inn…
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Send us a text Housed: The Shared Living Podcast aims to bring the latest news, views and insights to the shared living sector. ☑️ Cohousing communities - Marmalade Lane - is this the way forward and what can other shared living sectors learn? ☑️ Marketing budget lines - why PPC and SEO shouldn't be lumped together ☑️The UPP Foundation launch of Th…
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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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Send us a text ☑️ Build to Rent vs Build to Sell: Exploring the key differences as discussed in the HomeViews webinar ☑️ General Election: Our initial reaction to housing policies. ☑️ ESG and Fire Safety: Is it just an Estates problem? ☑️ AI in the Shared Living Sector: The potential and challenges. Housed: The Shared Living Podcast aims to bring t…
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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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Join us as we speak with Adam Boyle, CEO of EngageRM and founder of Pegasus, an Australian tech company that started in mining safety and grew into a global player before a successful exit. We'll hear how Pegasus got its start doing labour hire and training in the mining industry before expanding into software like digital safety inductions. When t…
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Send us a text ☑️ The Operational Real Estate Festival - Shared learnings ☑️ Youth Forum Highlights: What students wish they were better prepared for, including the impact on student accommodation of being on campus less, what this means for the traditional university model, and should we re-write the rule books? ☑️ Data on Renters: Why is it so ha…
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Send us a text In this episode we discuss: ☑️ Budgeting: Realistic vs. aggressive opex, the cookie-cutter approach, and in-house or outsourcing operations. ☑️ Video Content for B2B Marketing: Bold or just obvious? ☑️ UG Data: Isn’t it time it was all in one place? Housed: The Shared Living Podcast aims to bring the latest news, views and insights t…
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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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Boots Dunlap is the Co-founder and CEO of RRA Capital. With offices in midtown New York City and Phoenix, Arizona, RRA Capital is a real estate investment firm that provides customized debt products at institutional pricing for real estate sponsors across the United States. Notably, RRA is a Veteran-founded, owned, and operated real estate investme…
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Who are you talking to? How do you know that what you are selling resonates with the right audiences? In this episode of Transmisión, Graham and Juan Pablo discuss how to pinpoint your ideal customers, analyze their behaviors, and tailor your marketing efforts to make the right impression. By identifying your audience, you’ll connect with them on a…
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Whether you’re a seasoned marketer or just starting out, Graham and Juan Pablo are going over the basics of setting up your branding strategy. A comprehensive guide with everything you need to elevate your brand and stand out in a crowded marketplace.Alpha Co. Marketing & Media
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How often do you look back and reflect on the progress your company’s made (or not)? Separating the year into four quarters helps you understand progress, track goals, and provide well-spaced incentives. On this episode of Transmisión, Graham and Juan Pablo discuss the benefits of quarterizing your mind when it comes to business —and marketing camp…
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Send us a text In this week's episode, we discuss: ☑️Discussion on property ownership vs. rental living and political manifestos ☑️Impact of increasing maintenance loans on rent and if this goes hand in hand with rent caps ☑️Third-party management: Are low fees impacting service standards? Housed: The Shared Living Podcast aims to bring the latest …
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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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Send us a text In this week's episode, we discuss: ☑️ Universities - the impact of league tables on student accommodation, leadership, and financial stability ☑️ Fractional support vs consultancy vs advisory ☑️ Purpose-built rentals - does coliving have an identity crisis? ☑️ How Single Family Housing can solve the housing crisis Housed: The Shared…
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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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Send us a text This episode features discussions on: 🔹 The role of resident brand ambassadors and wardens – should they be paid? And what does it mean for your opex? 🔹 Strategic planning and budgeting – when and where to start? 🔹 Election season insights – what does it mean for housing and development? Housed: The Shared Living Podcast aims to brin…
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