The Talk Exchange by Regency Capital
Regency Capital
En yeni bölüm
Insider Trading’s Shameless Comeback
Insider Trading’s Shameless Comeback
Bu podcast hakkında
Neil Rose, Kawika Shoji and Arthur Mallet talk about financial markets, economics and investing. Thanks for joining us in trying to figure stuff out!
Bölümler
- Insider Trading’s Shameless Comeback · 46 dkNeil Rose, CFA (CEO) and Arthur Mallet (President & COO) sit down to discuss Neil's recent article, 'Crazy Rich Insider Traders.' They cover the new era of insider trading on…
- Year-End, Taxes, and Gifting · 40 dkNeil Rose and Kawika Shoji talk about taxes, gifting, and other housekeeping matters.
- The Love/Hate Relationship with Gold · 31 dkKawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market, the relationship between inflation and gold, and the increasing…
- Magnificent Earnings · 46 dkMajor Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.
- Election Madness? Should We Worry? · 32 dkKawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. How does Neil evaluate inflation?
- Keeping A Float: Insurance Deepdive · 44 dkNeil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.
- Market Update · 28 dkNeil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.
- Common Client Questions · 36 dkNeil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks. Active vs Passive InvestingOpportunities outside the Magnificent…
- The P Word (Performance) · 29 dkNeil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm. Past performance is never indicative of…
- Springtime for Income · 58 dk · Sezon 1 Bölüm 7Episode 007 | Springtime for Income - Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income…
- Bonds in Free Fall · 34 dk · Sezon 1 Bölüm 6Episode 006 | Bonds in Free Fall - Investors have noticed the correction in stocks and a growing chance of recession. But the real carnage has come from the bond market. Neil…
- Relentless Value: Lessons from Costco · 1 sa 7 dk · Sezon 1 Bölüm 5Episode 005 | Relentless Value: Lessons from Costco - Neil says to understand Costco is to understand Regency Capital’s approach to stocks. It's a long term holding in a business…
- What We Talk About When We Talk About Macro · 41 dk · Sezon 1 Bölüm 4Episode 004 | What We Talk About When We Talk About Macro - In this important 40-minute chat, Neil Rose and Arthur Mallet talk about all things macro and macro-investing. The two…
- Five Things They Don't Tell You About Inflation · 33 dk · Sezon 1 Bölüm 3Episode 003 | Five Things They Don't Tell You About Inflation - Recent data show inflation is rising. Neil Rose and Arthur Mallet talk about the important concepts overlooked…
- Featured Stock: Nintendo (NTDOY) · 55 dk · Sezon 1 Bölüm 2Episode 002 | Nintendo (NTDOY) - Arthur Mallet and Neil Rose do a deep dive on Nintendo.
- Six Months at Regency Capital · 1 sa 58 dk · Sezon 1 Bölüm 1Episode 001 | Six Months at Regency Capital - Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital Management. They talk about the…
