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My conversation with AQRCapital's Antti Ilmanen is a killer tutorial on how investors actually form long-run return expectations. We cover: • Expectations for US vs. non-US equities • Why are bond investors contrarian while equity investors extrapolate? • The importance of understanding both objective and subjective expectations • Strengths...

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Meb Faber

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21,318 görüntüleme • 9 ay önce •via X (Twitter)

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We will be more resolute in legally and compliantly protecting the interests of retail investors. With the united effortsof retail investors from both China and the US, we are confident that we can overcome malicious short-selling, jointly drive FF's success. #FaradayFuture #FFIE
2:01

We will be more resolute in legally and compliantly protecting the interests of retail investors. With the united effortsof retail investors from both China and the US, we are confident that we can overcome malicious short-selling, jointly drive FF's success. #FaradayFuture #FFIE

YT Jia 贾跃亭

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Elon Musk in new interview on retail investors: "There are many investors who do take a long-term view. In fact, I'm a big fan of the retail investors. I find our retail investors, on balance, are very insightful and have very long-term views." via The Economist:
0:28

Elon Musk in new interview on retail investors: "There are many investors who do take a long-term view. In fact, I'm a big fan of the retail investors. I find our retail investors, on balance, are very insightful and have very long-term views." via The Economist:

Sawyer Merritt

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At Milken Institute's Global Conference, Joe Mecane, head of execution services, discussed the importance of a strong retail presence in equity markets and how the SEC’s proposals would make it more costly and less efficient for retail investors to access the U.S. equity market.
1:42

At Milken Institute's Global Conference, Joe Mecane, head of execution services, discussed the importance of a strong retail presence in equity markets and how the SEC’s proposals would make it more costly and less efficient for retail investors to access the U.S. equity market.

Citadel Securities

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Retail investors are stuck trading "dog and cat coins" while the world's best startups stay out of reach. Gabor Gurbacs of OpenAssets tells Remy Blaire "tokenization changes this," with $120 trillion in global equity and $140 trillion in fixed income markets potentially opening up to retail investors within a decade.
1:59

Retail investors are stuck trading "dog and cat coins" while the world's best startups stay out of reach. Gabor Gurbacs of OpenAssets tells Remy Blaire "tokenization changes this," with $120 trillion in global equity and $140 trillion in fixed income markets potentially opening up to retail investors within a decade.

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Galaxy Digital $GLXY launched GalaxyOne, a new platform precision-built for modern investors. It combines institutional strength with high-yield cash products, crypto trading, and equities investing in one comprehensive ecosystem. Katie Perry sat down with Managing Director & Head of GalaxyOne, Zac Prince, to discuss how Galaxy is extending its multi-asset offerings to retail investors, the platform's strategy and roadmap, and the long-term vision of GalaxyOne.
14:32

Galaxy Digital $GLXY launched GalaxyOne, a new platform precision-built for modern investors. It combines institutional strength with high-yield cash products, crypto trading, and equities investing in one comprehensive ecosystem. Katie Perry sat down with Managing Director & Head of GalaxyOne, Zac Prince, to discuss how Galaxy is extending its multi-asset offerings to retail investors, the platform's strategy and roadmap, and the long-term vision of GalaxyOne.

Stocktwits

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↕️Deconstructing the implied volatility of options and capturing the gap in market expectations 🔺Based on the option smile curve and Monte Carlo simulation, quantitatively analyze the long-short divergence in the options market, and help investors grasp the volatility dividend
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↕️Deconstructing the implied volatility of options and capturing the gap in market expectations 🔺Based on the option smile curve and Monte Carlo simulation, quantitatively analyze the long-short divergence in the options market, and help investors grasp the volatility dividend

TSAI

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Could long- and short-term US Treasury yields diverge further, and where are investors finding opportunities in the bond market? Mike Mitchell, head of US Treasury and Inflation Trading in Global Banking & Markets, discusses:
1:00

Could long- and short-term US Treasury yields diverge further, and where are investors finding opportunities in the bond market? Mike Mitchell, head of US Treasury and Inflation Trading in Global Banking & Markets, discusses:

Goldman Sachs

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"We've seen this baton transfer before. Before Strategy it was GBTC. Before GBTC it was US retail. Now we're at the end boss of that series, which is institutional capital" Matt Hougan on who takes the Bitcoin baton next now that Strategy's run is ending "The question is who it becomes. I think the answer is obvious, it's institutional investors. But more important is for people to reflect on the fact that we've seen this baton transfer before" "Before Strategy it was GBTC. Before GBTC it was US retail investors. Before US retail it was Asian retail investors. Before that, cypherpunks. There have been a series of leading buyers, and we're now at the end boss of that series, which is institutional capital" "I actually think they're gonna take it and run with it. But for sure, MicroStrategy is not gonna be the big buyer for the next five years of Bitcoin"
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"We've seen this baton transfer before. Before Strategy it was GBTC. Before GBTC it was US retail. Now we're at the end boss of that series, which is institutional capital" Matt Hougan on who takes the Bitcoin baton next now that Strategy's run is ending "The question is who it becomes. I think the answer is obvious, it's institutional investors. But more important is for people to reflect on the fact that we've seen this baton transfer before" "Before Strategy it was GBTC. Before GBTC it was US retail investors. Before US retail it was Asian retail investors. Before that, cypherpunks. There have been a series of leading buyers, and we're now at the end boss of that series, which is institutional capital" "I actually think they're gonna take it and run with it. But for sure, MicroStrategy is not gonna be the big buyer for the next five years of Bitcoin"

The Wolf Of All Streets

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My Demand: Make Long Term Capital Gain TAX on Equities NIL for individual investor. I welcome the hike in STT (security transaction tax) on derivatives as it can curb reckless speculation. Nearly 90% of retail investors lose money in F&O, turning markets into gambling. When STT was originally introduced, LTCG was zero. But now with both STT and LTCG in place, investors are disincentivised. I urge the govt to abolish LTCG on equities for individuals, as done in Switzerland, Singapore, UAE & others. This will boost household wealth, reduce speculation, and shift savings from gold & real estate into equities.
2:06

My Demand: Make Long Term Capital Gain TAX on Equities NIL for individual investor. I welcome the hike in STT (security transaction tax) on derivatives as it can curb reckless speculation. Nearly 90% of retail investors lose money in F&O, turning markets into gambling. When STT was originally introduced, LTCG was zero. But now with both STT and LTCG in place, investors are disincentivised. I urge the govt to abolish LTCG on equities for individuals, as done in Switzerland, Singapore, UAE & others. This will boost household wealth, reduce speculation, and shift savings from gold & real estate into equities.

Raghav Chadha

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This is a scientific finding that EVERYONE needs to understand... The Pygmalion Effect is a behavioral phenomenon in which the level of expectations placed on a subject impact their level of performance: High expectations lead to high performance. Low expectations lead to low performance. The core idea is simple: Those who have high expectations placed on them are more likely to internalize these expectations and improve their performance accordingly. Those who have low expectations placed on them are more likely to internalize these expectations and weaken their performance accordingly. You’ve probably experienced the phenomenon in your own life. When we are aware of someone’s high expectations, we want to rise to the occasion and prove those expectations were well-founded. This is scientific evidence for the impact that surrounding yourself with great people can have on your life. You will rise accordingly! Lesson: Expectations can create reality.
0:55

This is a scientific finding that EVERYONE needs to understand... The Pygmalion Effect is a behavioral phenomenon in which the level of expectations placed on a subject impact their level of performance: High expectations lead to high performance. Low expectations lead to low performance. The core idea is simple: Those who have high expectations placed on them are more likely to internalize these expectations and improve their performance accordingly. Those who have low expectations placed on them are more likely to internalize these expectations and weaken their performance accordingly. You’ve probably experienced the phenomenon in your own life. When we are aware of someone’s high expectations, we want to rise to the occasion and prove those expectations were well-founded. This is scientific evidence for the impact that surrounding yourself with great people can have on your life. You will rise accordingly! Lesson: Expectations can create reality.

Sahil Bloom

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Tavi Costa, Founder & CEO of Azuria Capital, sees the next two to three years defined by a weaker dollar, fading expectations for Fed rate hikes and the real possibility of a major decline in US equities. His gold view remains strongly bullish, with even his bear case around today’s levels and a bullish case that could see gold double over the next two years. In his view, this is one of the most bullish environments for gold in the next 15 years, and investors should be looking for the most asymmetric ways to position.
4:30

Tavi Costa, Founder & CEO of Azuria Capital, sees the next two to three years defined by a weaker dollar, fading expectations for Fed rate hikes and the real possibility of a major decline in US equities. His gold view remains strongly bullish, with even his bear case around today’s levels and a bullish case that could see gold double over the next two years. In his view, this is one of the most bullish environments for gold in the next 15 years, and investors should be looking for the most asymmetric ways to position.

TheGladiator

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On this episode of After Earnings, Ann Berry speaks with Stephanie Guild, CFA, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today's market shows signs of a bubble. $HOOD
28:14

On this episode of After Earnings, Ann Berry speaks with Stephanie Guild, CFA, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today's market shows signs of a bubble. $HOOD

After Earnings (from Morning Brew ☕️)

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Virgin Galactic is revolutionizing the operating model and economics of human spaceflight. To improve the clarity and quality of information available to our large retail investor base, we made a video presenting our multi-year growth plan and business model. We encourage our investors and fans to watch and hear how we are creating value now, while laying the foundation for substantial growth in the years to come!
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Virgin Galactic is revolutionizing the operating model and economics of human spaceflight. To improve the clarity and quality of information available to our large retail investor base, we made a video presenting our multi-year growth plan and business model. We encourage our investors and fans to watch and hear how we are creating value now, while laying the foundation for substantial growth in the years to come!

Virgin Galactic

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