The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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محتوای ارائه شده توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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#25: Jonathan Tepper On The Single Most Important Question Investors Should Be Asking Right Now
Manage episode 220748641 series 1452134
محتوای ارائه شده توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Have we entered a new era of sustainably high corporate profit margins or will they revert over time to more normal historical levels? This is the single most important question equity investors should be asking today and nobody has done more work on this topic than Jonathan Tepper. Formerly, an equity analyst at one of the most successful hedge funds on the planet, then a prop trader at one of the largest firms on Wall Street, Jonathan today runs Variant Perception, an institutional research service. He also recently published a new book, The Myth of Capitalism, his survey of the profit margin phenomenon and its consequences for investors and citizens alike. In this episode, we discuss the social and economic consequences of increased consolidation and regulatory capture in corporate America and what it means for markets going forward. Jonathan also shares the unique and tragic experiences of his formative years and how they inspired both a strong work ethic and a deep desire to make a difference. For links and notes related to this episode visit TheFelderReport.com.
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57 قسمت
Manage episode 220748641 series 1452134
محتوای ارائه شده توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Superinvestors and the Art of Worldly Wisdom and Jesse Felder یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Have we entered a new era of sustainably high corporate profit margins or will they revert over time to more normal historical levels? This is the single most important question equity investors should be asking today and nobody has done more work on this topic than Jonathan Tepper. Formerly, an equity analyst at one of the most successful hedge funds on the planet, then a prop trader at one of the largest firms on Wall Street, Jonathan today runs Variant Perception, an institutional research service. He also recently published a new book, The Myth of Capitalism, his survey of the profit margin phenomenon and its consequences for investors and citizens alike. In this episode, we discuss the social and economic consequences of increased consolidation and regulatory capture in corporate America and what it means for markets going forward. Jonathan also shares the unique and tragic experiences of his formative years and how they inspired both a strong work ethic and a deep desire to make a difference. For links and notes related to this episode visit TheFelderReport.com.
…
continue reading
57 قسمت
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