Shows
Market Meditations#73 - Evolving Landscape of Immigration Policy: Guest Tahmina WatsonIn this episode of Market Meditations, Chris and Neal welcome guest Tahmina Watson onto the show. Join us as we discuss the evolving landscape of immigration policy and how Tahmina is helping others navigate the changes in presidential administrations as well as the impacts of the pandemic.
Tahmina is a practicing immigration lawyer, the founder of Watson Immigration Law, author, and host of the podcast Tahmina Talks Immigration. She is deeply committed to serving the community as well as advocating for comprehensive immigration reform and enjoys working with investors, entrepreneurs, and start-up companies.
You can find Tahmina's books here: The...2021-06-1745 min
Market Meditations#72 - At The Human Edge: Guest Dr. Marcus RanneyChris and Neal invite special guest Dr. Marcus Ranney onto the show to discuss his new book, At The Human Edge, as well as his work on the front lines of the COVID-19 pandemic in India.
The book is a non-fiction-based piece of popular science which unravels the amazing adaptive physiological responses that our bodies undergo as we push it to the limits in extreme sports and natural environments. Each chapter captures the history, geography, and physical challenges which our bodies face when we as a species have tried to conquer the great outdoors. From Mt Everest to the South...2021-06-0742 minMarket Meditations#71 - Not The Front Page NewsChris and Neal discuss the week in news, covering the valuation of commodities, Vision Fund, crypto, blockchain tech, and more.2021-06-0458 minMarket Meditations#70 - Not the Front Page NewsChris and Neal dive into the week's public market news. It appears the IPO and SPAC boom may be peaking, large pensions are looking for non-traditional assets for diversification, and logistics and raw materials are exhibiting pressure with higher commodity prices. Furthermore, Chris points out his attention to natural resources and commodities prices and the bottlenecks that exist. If they don't ease soon current market sentiments could become more permanent.2021-03-2927 min
Market Meditations#69 - Not the Front Page NewsChris and Neal discuss Clubhouse, Elon Musk, Roaring Kitty, Chamath Palihapitiya, as well as updates on venture capital and the public finance markets.2021-02-2028 minMarket Meditations#68 - Learning from Patients and Clinicians: Guest Dan NayotOn this episode of the Market Meditations Podcast, Chris and Neal chat with Dan Nayot to discuss innovations within the fertility space.
Dan Nayot is a reproductive endocrinologist, academic, and entrepreneur, having been actively involved in all aspects of fertility care ranging from patient advocacy to contributing to scientific breakthroughs, to mentoring trainees. His additional expertise in Mathematics (University of Toronto) and Clinical Epidemiology (Harvard University) has allowed him to critically analyze the current methods of health care delivery and help advance the field of reproductive medicine for patients and clinicians.
Today, as the Medical Director of The Fertility Partners...2021-02-161h 20Market Meditations#67 - Not the Front Page NewsChris and Neal discuss the news of the week in the public markets and venture capital.2021-02-1346 minMarket Meditations#66 - Not the Front Page NewsChris and Neal discuss the latest news in the public markets after a wild week of volatile trading. Topics this week include: GameStop, Bed Bath and Beyond, Chamath Palihapitiya's run for CA Governor, Jack Ma, and Andreessen Horowitz becoming a media company.2021-02-0149 minMarket Meditations#65 - The Purpose Mindset: Guest Akhtar Badshah"The Purpose Mindset"
Akhtar Badshah is an expert on social impact, philanthropy, CSR and international development, an author and artist. He is the founder and Chief Catalyst of Catalytic Innovators Group a new consulting practice focused on accelerating social impact through catalytic innovation. He a Distinguished Practitioner and Associate Teaching Faculty at the University of Washington, School of Business (Bothell Campus) and Evans School of Public Policy and Governance. He also is a faculty lead at START Center at the Department of Public Health.
Formerly, he was the Senior Director of Microsoft Citizenship and Public Affairs, where he administered the...2021-01-2939 minMarket Meditations#64 - Not the Front Page NewsChris and Neal discuss the latest topics in the public markets and venture capital such as the bullish market, valuations, commodities, Tesla, Bitcoin and healthcare.2021-01-1925 minMarket Meditations#63 - Being Human is Hard Enough: Guest Mudit AgrawalJoining the podcast is Mudit Agrawal, the Principal Scientist Lead at Microsoft Hololens. Working on computer vision, machine learning algorithms for augmented reality (AR) applications with specialties in Document Image Processing, Pattern Recognition, Machine Learning, and Biometrics.
Mudit is a transformational leader in tech and a bright star in the future tech landscape and joins a discussion with Chris and Neal about AI, its contributions to solving major human problems. He posits that being human is hard enough and that there is no distinguishing factor between you, the machine, and the animal.
Mudit's Linkedin: https://www.linkedin.com/in/agrawalmudit/2020-12-281h 10Market Meditations#62 - The Fascinating Process of MasteryChris and Neal shake things up this episode by giving up hosting duties to guest Sean McCormick from the Optimal Performance Podcast(OPP). In this ode to Tim Ferriss-esque episode, Sean learns more about Chris and Neal, covering:
•Performance through the lens of financial mastery
•Performance through ease and grace
•Performance through intense focus
•The concept of widening your aperture in order to analyze situations and make great decisions
•How meditation empowers the path of mastery
•The power of “let me get back to you on that”
•The importance of the teachings of Tich Nat Han and Charlie Munger
A performance coach...2020-12-181h 01
Optimal Performance293 Decision Making Mastery With Neal Mody And Chris HaydelAnalyzing the process of mastery is fascinating work. A typical day at the home office of my guests: Investing in innovative medical technology or managing many millions. Neal Mody - Managing Director for Zoic Capital and Chris Haydel Founder of a Pasadena based wealth management firm make big decisions every day. They're also co-hosts of Market Meditations a podcast on philosophy and finance. In this ode to Tim Ferriss-esque podcast we cover: •Performance through the lens of financial mastery •Performance through ease and grace •Performance through in...2020-12-171h 06Market Meditations#61 - Market UpdateChris and Neal discuss the week in market news, touching on Monday's turnaround rally with many equities ending negatively. Tech stocks continue to zoom ahead in contrast to their little economic value. Chris and Neal discuss the rise of non-productive debt and diminishing economic vitality.2020-11-2017 minMarket MeditationsMarket UpdateCo-hosts, Chris Haydel and Neal Mody discuss the week in news.2020-11-1455 minMarket MeditationsBeing Human is Hard Enough: Guest Mudit Agrawal from Microsoft HololensJoining the podcast is Mudit Agrawal, the Principal Scientist Lead at Microsoft Hololens. Working on computer vision, machine learning algorithms for augmented reality (AR) applications with specialties in Document Image Processing, Pattern Recognition, Machine Learning, and Biometrics. A transformational leader in tech and a bright star in the future tech landscape, he joins a discussion about AI, its contributions to solving major human problems, positing that being human is hard enough and that there is no distinguishing factor between you, the machine, and the animal.2020-11-131h 11Market Meditations#59 - Designing a Culture of Choice: Guest Lahav GilMarket Meditations is excited to have Lahav Gil as a guest on the show. Lahav was the founder and CEO of Kangaroo Design and Innovation, a Toronto-based innovation firm offering product development services to the medical devices and diagnostics industries, helping take more than 200 med-tech devices to market in addition to four specialized pre-commercial exits, including two to the public market. He now volunteers and provides mentorship at Creative Destruction Labs consulting on evolving projects, translating them from the bench to the product, business, and preparing for exits. Lahav uses a Design Thinking approach that he describes as The Cathedral...2020-10-221h 03Market Meditations#58 - The Precision Medicine Revolution: Guest Christine JonesThis episode of Market Meditations brings guest Christine Jones to the show to share and discuss her current role as COO at The Prostate Cancer Foundation (PCF), and it's mission to fund the world’s most promising research to improve the prevention, detection, and treatment of prostate cancer and ultimately cure it for good. Together, they cover the precision medicine revolution, PCF's impact across all cancers, and the role of genetics.
Christine is an American business executive, civic leader, author, and politician from Phoenix, Arizona, but is best known for her service as General Counsel and Executive Vice President of Th...2020-10-1256 minMarket Meditations#54 - Keeping a Pulse on Oncology: Guest Abhishek AgarwalIn this episode of Market Meditations, the focus is going to be Oncology with Abhishek Agarwal. Agarwal has his finger on the pulse of what's happening in pharma. He has been doing quite a lot in Oncology lately. He is head of strategy for oncology at GSK and worked at Novartis. He has experience with several exciting startups as a consultant and investor. Agarwal believes that oncology is where most of the innovation in medicine is coming from that deals with the prevention, diagnosis, and treatment of cancer. Agarwal thinks that in our lifetimes, we will see many forms of...2020-10-0935 minMarket Meditations#57 - What it Means to be a Psychonaut: Guest Ketan PatelJoin Neal Mody and...Christopher Joseph idle, Or is it Christopher Jude? With Chris Haydel, for another episode of Market Meditations. The Market Meditations that keep its content squeaky clean and focuses on becoming better humans, hopefully making us all better investors, where we talk about the market and interview guests about some fun things like psilocybin and data today. Joining Neal and Chris is Ketan Patel. Ketan has initially been an ER doc. Then, he decided to start an integrated wellness practice that included everything from ayurvedic to Chinese medicine to western medicine, seeing just a ton of patients...2020-09-3000 minMarket Meditations#56 - Podcast Season UpdateI thought I'd give you guys a little preview on the next bunch of guests we booked for our podcast Market Meditations, where it is the goal and job of Chris Haydel and myself, Neal Mody, to become better human beings and hopefully better investors. We take deep dives into doing our best to learn about how the world really goes together and hopefully being able to synthesize that information into making better decisions, across life.
Next week we're going to have Ketan Patel to talk about mushrooms and data. We've got a pretty interesting adviser at my venture fund...2020-09-2700 minMarket Meditations#55 - The Market UpdateChris and Neal discuss the week's news and sentiment around the public markets. Furthermore, they discuss current events involving the public market, civil unrest, and the wildfires. Chris explains how the stock market has become a political utility and Neal asks if the market will continue to rise in price, effectively pricing middle America out.2020-09-2600 min
Market Meditations#53 - Market Update & the VC CornerChris and Neal dive into conversation about the week's events in the public market and venture capital. The two discuss SPACs- a special purpose acquisition company (SPAC), sometimes called blank-check companies, is a shell company that has no operations but plans to go public with the intention of acquiring or merging with a company utilizing the proceeds of the SPAC's initial public offering (IPO). Furthermore, Chris and Neal talk about private markets, intangible assets, public markets, and how they all go together.2020-09-0500 minMarket Meditations#52 - Market UpdateChris and Neal discuss the week's public stock market news.2020-09-0300 minMarket Meditations#51 - Healthcare and the Future Value of Real Estate: Guests John Milne and Andrew HaslamSpecial guests, John Milne and Andrew Haslam join the podcast to discuss healthcare and the future value of real estate and where it's all going during the pandemonium caused by the COVID pandemic. Furthermore, they discuss the cannibalizing of retail by Amazon and Walmart as well as the future outlook for office space.
John Milne is an experienced healthcare executive and the first physician certified as a WELL AP by the International Well Building Institute, with a robust history of leading large scale strategic initiatives focused on new market growth, including the design, development, and implementation of new healthcare facilities...2020-09-0300 minMarket Meditations#50 - The Brand Building Pioneer: Guest Rick CesariChris and Neal discuss all things consumer branding and online marketplace branding and sales with direct advertising pioneer, Rick Cesari.
Rick has been a pioneer in the direct response advertising industry since the early '90s and has used brand response strategies to help build many iconic brands from scratch such as Juiceman, Sonicare, The George Foreman Grill, OxiClean, Clarisonic, Rug Doctor, Momentus Golf and many others. Rick has helped take companies like GoPro from a start-up to over a billion dollars in sales in just a few short years.
The author of “Buy Now, Creative Marketing that gets Customers to...2020-08-2900 minMarket Meditations#49 - To Infinity and Beyond - Guest Robert JacobsonChris and Neal welcome Space investor and entrepreneur Robert C. Jacobson to the show. Robert provides a comprehensive overview of this spectacular industry, allowing everyone on Earth to understand the integral role space plays in our lives, how it will continue to transform the world, and how eventually we may all participate. It's an industry that is notoriously complex—which means it is misunderstood. It influences and benefits nearly every other industry on the planet and finally how accessing space has never been easier.
His experience in private equity and angel investing is as a cofounder investment firm Desert Sky Ho...2020-08-2700 min
Market Meditations#48 - Guest Ray MuzykaRay Muzyka co-founded BioWare in the early 1990s after completing his MD. He practiced full-time rural locum tenens Emergency/Family Med for two years, then medicine transitioned to part-time rural locums for the next decade as his second career for the next two decades focused on his role as BioWare’s CEO.
BioWare was the fastest growing company in Alberta in 2002 and has won many industry awards for quality/innovation, and multiple years on Canada’s Top 100 Employers Awards.
BioWare received its first external (private equity) funding from Elevation Partners in 2005. After acquisition by Electronic Arts in 2007, in 2009 Muzyka was prom...2020-08-1100 minMarket Meditations#47 - Growing an Influential Personal Brand: Guest Calvin HamiltonCalvin Hamilton has helped companies foster meaningful relationships with their current and future customers through personal branding at the executive level.
Prior to co-founding notus, Calvin was hired by Gary Vaynerchuk (GaryVee) to work on his team (Team GaryVee) at VaynerMedia. There, he worked with Fortune 500 companies (Apple, JPMorgan Chase, PepsiCo, and Johnson & Johnson) on their social media strategies while collaboratively managing content distribution and strategy for Gary's personal brand. Calvin also helped create the "GaryVee Content Model," which has garnered well over 500,000 views on LinkedIn alone.
Calvin believes in the personal brand as the future of marketing; allowing companies...2020-08-0600 minMarket Meditations#46 - Barry Allen Comes to the NeighborhoodJoining Chris and Neal on the podcast is serial entrepreneur, Barry Allen. During the second half of the episode, Chris and Neal discuss the weekly news in the public stock markets and venture capital.
Barry Allen is currently President and CEO of PureWeb Inc. with more than 25 years of executive management and board experience in the MedTech, software, and digital industries in both public and private companies. Active in the startup community, Barry was Founder and CEO of Zolo, Founder, and CEO of VSM MedTech, Chair of the BC Excels Program, Entrepreneur in Residence at Ventures West, and lead mentor...2020-07-2600 minMarket Meditations#45 - Market Update and the VC CornerChris and Neal discuss the week's news in the public stock market and venture capital.2020-07-2500 minMarket Meditations#44 - Super Angel: Guest Sean O'SullivanJoining Chris and Neal on the podcast is Sean O'Sullivan, Managing General Partner at SOSV Capital.
After Sean O’Sullivan’s first startup when public in 1994, he founded SOSV in 1995 as a “super angel”. In 2007, based on the success of two dozen investments that had done remarkably well, Sean began aggressively expanding SOSV, transitioning it from a personal investment vehicle into an organization that today has over 110 staff supporting investments in over 150 new startups every year. In 2020, SOSV has 8 general partners operating globally, with SOSV’s major offices in Shanghai, Shenzhen, Taipei, San Francisco, New York, Cork, and Tokyo.
Sean got his en...2020-07-2500 minMarket Meditations#43 - Market Update and the VC CornerChris Haydel and Neal Mody discuss the week's events in the public markets and venture capital.2020-07-1700 minMarket Meditations#42 - Guest Fred FarinaChris and Neal invite Fred Farina to the podcast to discuss tech innovation and the fostering of new startups jumpstarted by both CalTech and JPL technologies.
Fred Farina is Chief Innovation Officer and Executive Director of Caltech - OTT (California Institute of Technology - Office of Technology Transfer). He negotiates licensing deals with industry and fosters the creation of new startup companies based on both Caltech and JPL (NASA's Jet Propulsion Laboratory) technologies. His responsibilities include managing OTT’s staff, evaluating inventions at Caltech and NASA -JPL, supervising patent prosecution and portfolio management.
An electronic engineer by training, before joining th...2020-07-0600 minMarket Meditations#41 - Guest Roger Kumar; The Laird Hamilton of the Public MarketsJoining the podcast is Roger Kumar, an institutional client advisor with $1B in assets under management. Together they discuss algorithmic public market trading. They question the role of the traditional investor amongst 80% or higher computer-generated trades. Furthermore, the three discuss new strategies being built around data and crowded trades. Roger further highlights reflex rallies, the concept of having rallies before major declines and speculation into betting directionally again.2020-06-2000 minMarket Meditations#40 - Market Update and the VC CornerNeal and Chris discuss the week's news in VC and the public markets. Neal starts off with recent statistics:
1. 91% of startups felt their business practices impacted by the COVID crisis
2. 18% of startups made a pivot to a new market
3. 13% are considering a pivot in the next three months
4. 34% of series B companies are laying off employees
5. 48% of startups have added new employees and 78% plan on hiring by year-end.
Furthermore, the two discuss the return to the workplace and what this might look like. Chris explains the change we might see in the types of jobs people return back to and...2020-06-1500 minMarket Meditations#39 - Market Update: The Great DivergenceChris and Neal wrap up the events of the last week involving the public markets, economic outlook, and Black Lives Matter. Chris exclaims that he's never seen a greater divergence between the facts on the ground and the expectations on the economy and public markets. With the markets have risen to an all-time high the retracement of the current market has put all others in the dust. While many areas have recovered there still remains pockets of investable value.
Additionally, Neal Inquires about Black Lives Matter and we hear Chris imploring others to take action, to listen, and to be...2020-06-0600 minMarket Meditations#38 - Market Update: Liquidity ≠ SolvencyNeal and Chris wrap up the week by discussing the stock market and the outlook of a coronavirus antibody test. Chris explains the rally in the market is still looking past a valley of weak economic activity, describing it as flying in the fog. Neal inquires about algorithmic trading, and it's volatility, and both discuss the market previously being 40% overvalued, down to 7% overvalued and it's rocket back to roughly 35% overvalue again.
Furthermore, in current events, Neal discusses the FDA pulling antibody tests, and the two dive into Moderna's pump and dump scheme and Moderna's reputation moving forward. Neal responds to...2020-06-0100 minMarket Meditations#37 - Why You Need a Cornerman: Guest Dr. Jeff SpencerChris and Neal invite to the show, Dr. Jeff Spencer, who for the past 40 years has helped athletes win gold medals, business owners make millions and thought leaders move to the next level. Dr. Jeff helps high performers become full potential players and organizations, teams, and businesses win big consistently and predictably. He knows how because he’s been there – Olympian, sports scientist, artist, author, doctor, father, and advisor to many of this era’s most prolific achievers. Using his Goal Achievement Roadmap™ he has helped athletes win 40+ Olympic, World, National, and Tour de France gold medals; entrepreneurs and businesses grow exp...2020-05-2700 minMarket Meditations#36 - The Big Time Stuff: Guest James AndrewsNeal and Chris talk Jazz music with New Orleans jazz legend, James Andrews, who weaves a tale of music and life while growing up in the Treme neighborhood of New Orleans. Chris and Neal further discuss the week's public market news, the expected $3T stimulus and Neal asks about the market trading up due to algorithmic trading resulting in a public market moving in the opposite direction to reality, and Chris explains price-insensitive buying.
James Andrews is an American musician from New Orleans. He hails from a musical family; he is the grandson of Jesse Hill, older brother (and mentor...2020-05-1800 minMarket Meditations#35 - Empowering The Patient-Physician Relationship: Guest Dirk van den BoomChris and Neal discuss the promise of at-home diagnostic testing with guest Dirk van den Boom, CEO, and Co-Founder of Juno Diagnostics. Dirk furthermore shares the next phase in bringing high-value medical information to patients and consumers, empowering personal health, and improving the patient-physician relationship.
Dirk is a healthcare executive with over twenty years in diagnostics and genetic testing. Previously as CEO of Sequenom during the human genome sequencing period, he lead Sequenom’s acquisition by LabCorp for ~$400M.2020-05-1300 minMarket Meditations#34 - The Bear Market Bounce: Guest Dr. Franklyn PrendergastChris and Neal discuss COVID-19 with guest Frank Prendergast. Having suffered from COVID-19 himself, Frank shares his recovery experience. Chris and Neal further dig into the importance of leadership during stressful times, oil prices, and market manipulation and the fastest decline in the stock market at 35%. Chris explains the profile of a bear market and describes the bear market bounce. Additionally, Neal discusses algorithms in venture capital while questioning the creation of a lasting assessment advantage for company investments.
Dr. Franklyn Prendergast has greatly influenced the direction of healthcare and medical sciences research in the United States and around the...2020-05-0600 minMarket Meditations#33 - Special Guest Gary TylerJoining Chris and Neal on the show is a special guest, Gary Tyler, who at one time was the youngest person on death row and spent forty-one years in jail for a crime he did not commit. The case of Gary Tyler is one of the great miscarriages of justice in the modern history of the United States, in a country where the miscarriage of justice is part of the daily routine of government business.
To understand the case of Gary Tyler, one must go back to a largely forgotten episode in American politics - the battle over the desegregation...2020-05-0500 minMarket Meditations#32 - Economics in the Age of COVID-19: Guest Joshua GansSpecial guest and economist, Joshua Gans joins the podcast to discuss his new book, Economics in the Age of COVID-19.
In the book, Joshua Gans steps back from the short-term chaos to take a clear and systematic look at how economic choices are being made in response to COVID-19. He shows that containing the virus and pausing the economy—without letting businesses fail and people lose their jobs—are the necessary first steps and furthermore outlines the phases of the pandemic economy, from containment to reset to recovery and enhancement. Gans lays out the economic choices accessibly but with urgency, leav...2020-04-2900 minMarket Meditations#31 - COVID-19, Economics and Health Analysis from a Data Perspective: Guest Vivienne MingChris Haydel and Neal Mody invite guest Vivienne Ming to the show to discuss AI for better living, the economics and the health side of Covid-19 from a data perspective. Chris dives into an analysis of the public market as the rebound continues before Q1 earnings. Furthermore, Neal presents new predictions on the percentage of business start-up failures, the increase in Americans working from home after the crisis, and a weakened Dollar.
Guest Vivienne Ming is frequently featured for her research and inventions in The Financial Times, The Atlantic, The Guardian, Quartz and the New York Times, Dr. Vivienne Ming...2020-04-2000 minMarket Meditations#30 - Helping Small Businesses With SBA Programs: Guest Andrew KleinAndrew Klein, Managing Partner of Zccounting.com, talks to us today about the SBA programs available including the PPP and EIDL. He is helping small businesses including VC back startups apply for these programs.
Book a free 15-minute call with him at www.calendly.com/klein
You can also find him on
LinkedIn - https://www.linkedin.com/company/zccounting
Instagram - https://www.instagram.com/zccounting/
TikTok - https://vm.tiktok.com/nwKgQm/2020-04-1400 minMarket Meditations#29 - Market Analysis, Game of Predictions and the VC CornerNeal and Chris discuss Chris Haydel's investment thesis, filters and process that make up his investment decisions. Together they further discuss the current public market and where they believe it's headed. Neal provides insight into the VC and startup market and continue with another round of predictions to help benefit the Danny Barker Foundation.2020-04-1100 minMarket Meditations#28 - COVID-19, The Journey Is the Destination: Guest Eric TanChris and Neal dig deeper into the COVID-19 testing procedures with special guest Eric Tan, Partner at Zoic Capital where he leads company diligence. Together, they walk through the journey of testing for the coronavirus and the bottlenecks at each step. Furthermore, Chris and Neal discuss the public markets and add to their ongoing predictions.
Eric Tan has a PhD in Applied Sciences from the Keck Graduate Institute, an MBA from the Drucker School of Management, and a BS in Biology and Mechanical Engineering from Stanford University.2020-04-0700 minMarket Meditations#27 - Sleep and the Not So Sleepy Market: Guest Param DedhiaChris and Neal welcome Param Dedhia onto the show and take an Epworth sleep test to discuss the importance of sleep on the immune system, its effects on performance and making best choices. Dr. Dedhia is the weight loss program leader & director of sleep medicine at Canyon Ranch in Tucson. Furthermore, Neal has Chris bet on a game of predictions on the market, the creation and release of a coronavirus antibody test, company valuations in venture capital funding rounds, and returning back to the workplace. The game will put proceeds towards the Danny Barker Foundation that gives instruments to kids...2020-04-0600 minMarket Meditations#26 - Emergency Triage and the $2T Stimulus Economy: Guest John MilneChris Haydel and Neal Mody invite guest John Milne to the show. John is the Chief Medical Officer to Zoic Capital, an ER doctor and manages the largest health real estate portfolio with Providence St. Joseph Health. John provides an update and assessment of COVID-19 on hospital operations as well as discuss the challenge of testing aggressively and his concern to determine carriers from the rest of the population. Chris and Neal further discuss the $2 trillion coronavirus stimulus package.2020-03-3000 minMarket Meditations#25 - Temporal Distancing and The Turbulent Market: Guest Loren BeckChris and Neal discuss the current crazy bear stock market with guest Loren Beck. Chris further examines his process of temporal distancing in the hopes that he can look back on his current market decisions with a sense of accomplishment. Chris and Neal describe the current market environment as an incident much larger than just the stock market while contemplating the importance of mental stability and equanimity.2020-03-1700 minMarket Meditations#24 - An Infected Market Takes a Turn For The Worst: Guest Steve Reed, Part 2In Part 2, Chris and Neal further discuss the Coronavirus outbreak with Dr. Steven Reed, PhD. Reed, one of the foremost authorities in developing vaccines in the world, he has had more than $200M grants to his name and has developed/invented countless lifesaving therapeutics for the world. He and his current team at Onc Bio are one of only 4 known organizations in the Western Hemisphere developing a Coronavirus solution, in addition to the interesting therapeutics and technologies in their portfolio. Steve and his team have been working around the clock to develop a vaccine. Tune in to learn more about...2020-03-0300 minMarket Meditations#23 - An Infected Market Takes a Turn For The Worst: Guest Steve Reed, Part 1In part 1, Chris and Neal discuss the current market plunge and its parallel course to the Coronavirus inflection. Chris further points out the overdue signs that the market was already infected. Neal expects to see a ripple effect amidst VC and inflicting early-stage companies with lower pricing points.
In Part 2, Chris and Neal further discuss the Coronavirus outbreak with Steven Reed, PhD. Reed, one of the foremost authorities in developing vaccines in the world, he has had more than $200M grants to his name and has developed/invented countless lifesaving therapeutics for the world. He and his current team at...2020-03-0300 min
Market Meditations#22 - Dare Not Call It Qualitative Easing: The Weakening DollarAre we going to see a continued trend in a weak dollar? And will it effect venture capital? What will the response of the central banks be and will the feds massage interest rates lower? The feds dare not call it qualitative easing but recent cash injections signal something systemically important is happening. Chris and Neal discuss a weakening dollar, and the infusion of liquidity. Neal asks when venture capital will see the effects, and in general, what will happen to companies with poor business models. With low interest rates like we’ve seen it's allowed the Vision Fund to ex...2019-12-1100 min
Market Meditations#21 - CubaChris Haydel and Neal Mody discuss Chris' recent trip to Cuba during the 500th anniversary of the founding of Havana, his conversation with two of Fidel Castro's sons, the economic shape of Cuba during the Trump administration, and future investment in the country. Other highlights include the Hail Mary investment strategy of the Vision Fund in WeWork, and the value found in overlooked platinum investments.2019-11-2700 min
Market Meditations#20 - Entrepreneurs as Agents of Change: Guest Deepak HegdeNeal Mody talks with special guest Deepak Hegde about entrepreneurs as agents of change within capitalism. Hegde further explains his academic research and interest in the paradox of entrepreneurs in society as being adversely selected individuals and their rejection from a traditional job market. Deepak Hegde is an Associate Professor of Management and Organizations at NYU Stern School of Business as well as the Director of the Endless Frontier Labs at NYU Stern.2019-06-0800 min
Market Meditations#19 - The Front Runner: Guest Roger KumarJoining the podcast is Roger Kumar, who shares his background having grown up learning the competitive spirit of horse racing on his Father's Kentucky horse track. Roger discusses how these experiences shaped his thinking and perspective on investment behavior and risk management in his professional career working for a hedge fund, asset management, and institutional client advising with one billion in assets under management.2019-05-1700 min
Market Meditations#18 - For The Love of The Game: Bridge Grand Life Master Chris WillenkenChris Willenken joins the show to talk about his early career in high frequency trading as well as his love of the game Bridge. Chris is one of the world’s leading contract Bridge players. A Grand Life Master, Chris has many high finishes in major international events. Highlights include five North American Championships and a silver medal at the 2018 World Championship.
Chris has over two decades of proprietary investing experience, including time on the American Stock Exchange floor, on a leading high frequency trading desk, and as a personal investor in startups and limited partnerships.2019-05-0300 min
Market Meditations#17 - A Finance Market Tale Told Through Four TragediesNeal and Chris catch up after an 8 month hiatus and discuss the past year in the market. Chris shares his success in the market with a 9.6% return rate as well as his investment process thoughts as he went through four tragedies since the last episode.2019-04-0600 min
Market Meditations#16 - One Day At a Time: How Did You Do It? Special Guest Gary TylerSpecial guest Gary Tyler joins Chris Haydel and Neal Mody.
Gary Tyler is a former prisoner at the Louisiana State Prison in Angola, Louisiana. He was freed after 41 years in jail after being tried as an adult and convicted of first-degree murder at age 17 by an all-white jury; he was the youngest person on death row. He had been convicted of the October 7, 1974 shooting death of a 13-year-old white boy and wounding of another, on a day of violent protests by whites against black students at Destrehan High School in St. Charles Parish, Louisiana.2018-07-2000 min
Market Meditations#15 - What does AI mean for my business? Guest Joshua GansSpecial guest Joshua Gans, economist and co-author of, Prediction Machines.
When AI is framed as cheap prediction, its extraordinary potential becomes clear:
Prediction is at the heart of making decisions under uncertainty. Our businesses and personal lives are riddled with such decisions.
Uncertainty constrains strategy. Better prediction creates opportunities for new business structures and strategies to compete.2018-07-0700 min
Market Meditations#14 - The Future of HealthcareGuests John Milne and Steve Stack discuss the future of healthcare and the innovations, policy changes as well as roadblocks they see contributing to a new healthcare landscape. John Milne, MD, MBA, FACEP, is Senior Vice President, Real Estate and Construction at Providence St. Joseph Health. Steve Stack, MD, MBA is an Emergency physician and healthcare advocate and formerly served as the president of the American Medical Association.2018-06-2000 min
Market Meditations#13 - Is The Market Rising From a Coma?Is the market rising from a coma? Is India the safest world economy to invest in? The signs of an imminent retirement pension bombshell.2018-05-2400 min
Market Meditations#12 - A Market SqueezeChris and Neal discuss Creative Destruction Lab, the singularity in economics and is the squeeze in public markets due to lack of IPOs?2018-05-1500 min
Market Meditations#11 - Guest Mark Girouard, Founder and CEO of Stage Right VenturesSpecial guest Mark Girouard, the Founder and CEO of Stage Right Ventures, angel investor, Yoga and Tai Chi extraordinaire as well as an investor within the film industry and healthcare.2018-05-1500 min
Market Meditations#10 - Rarified AirPolishing the past, predicting a rally and subsuquent crash in the market, "rarified air".2018-05-1500 min
Market Meditations#9 - Guest Brandon Steiner, Owner of Yankee StadiumGuest Brandon Steiner, owner of the previous Yankee stadium and owner of Steiner Sports Memoribilia. Steiner Sports Marketing is a $50 million organization with 100 employees. It was Steiner and his organization who forged the Yankee/Steiner partnership that allowed him to buy the original Yankee Stadium and use the bleachers, the wood, equipment and even the dirt to create sports memorabilia his organization could sell.2018-05-1500 min
Market Meditations#8 - The Rise of AI In Quant TradingGuest quant trader, Kushal Agarwal, Executive Director at Goldman Sachs. How is market trading being affected by AI when 2/3rds of trading is done by computers? Chris and Neal discuss Brexit and the ramifications on the economy.2018-05-1500 min
Market Meditations#7 - Making Mischief; Guest Vivienne Ming Co-Founder of Socos LabsGuest Vivienne Ming. Named one of 10 Women to Watch in Tech by Inc. Magazine, Dr. Vivienne Ming is a theoretical neuroscientist, entrepreneur, and author. She co-founded Socos, her fourth company, where she combines machine learning, cognitive neuroscience, and economics to maximize life outcomes in education and the workplace.2018-05-1500 min
Market Meditations#6 - The Process of InventionThe process of invention. Chris and Neal discuss their process in navigating investable technology and markets. Neal discusses Zoic Capital's criteria when moving through investment dilligence and Chris reflects on the micro and macro variables that must be considered in business models.2018-05-1500 min
Market Meditations#5 - Everything Should Be Made As Simple As Possible, But Not SimplerGuest John Milne speaks with Chris and Neal about Healthcare. John is Senior Vice President, Real Estate and Construction at Providence St. Joseph Health. A physician executive, strategic thinking partner and healthcare futurist focused on the development of innovative care delivery systems, advanced facility design, and cutting edge clinical technologies.2018-05-1500 min
Market Meditations#4 - A Crinkled Up $5 Dollar Bill And An Idea To Change The WorldChris and Neal discuss China, trading patterns, trade defecits and investments within the biotech markets.2018-05-1500 min
Market Meditations#3 - The Uber EffectTalking about Uber, Syria and China. Are the Ubers of the world going to see the effect of being priced down?2018-05-1500 min
Market Meditations#2 - Reflexology pt. 2Further talking about Chris Haydel's experience in investing. How studying history, credit cycles, learning fundamental analysis of companies and going through a recession helped him in business. In part 2 Chris discusses in more depth, the effect growing up in New Orleans had upon him and his love of Jazz music.2018-05-1500 min
Market Meditations#1 - Reflexology pt. 1Further talking about Chris Haydel's experience in investing. How studying history, credit cycles, learning fundamental analysis of companies and going through a recession helped him in business.2018-05-1500 min
Market Meditations#1 - In The BeginningChris and Neal discuss the points of influence in their lives.2018-05-1500 min