1BasisPoint

"If I could be reincarnated, I would want to come back as the bond market — because you can intimidate everybody." I sat down with James Athey, Fixed Income Fund Manager at Marlborough Group. 90 minutes, no filter, no consensus views. We covered: → Why central banks are structurally set up to always be behind the curve and why more data will never fix it → The Fed as arsonist and fireman...

In conversation with Jim Hayes of Lucerna Capital, we talk about Emerging Markets, Macro Trends and some of the most compelling investment opportunities right now. TL;DR Emerging markets are entering a  new multi-year upcycle  after a decade of underperformance driven by a strong USD, weak commodities, and capital outflows Macro tailwinds are turning:  weaker USD, rising commodities, and global fi...

An engaging conversation with Evan Tindell from Bireme Capital on what real value means in investing using Japan as a case study and how AI is transforming roles across industries. We also dive into what it truly takes to stand out as an investor in today’s world. TL;DR Investment Focus on Japan:  Emphasizes undervalued firms like Daiwa Industries, worth $500M, with strong cash positions. Software...

A captivating discussion with Anirudh Sathya on revolutionising deal origination and sourcing through automation. Disclaimer: This podcast is for informational and educational purposes only and does not constitute financial, legal, or investment advice. The views expressed by the hosts and guests are their own and do not necessarily reflect the views of ScendAI or any of its officials. Nothing in...

In this compelling interview, Sam Mielke shares his insights as an investment banker at Offdeal, discussing the evolution of finance in the digital age. He explores how traditional banking practices are being transformed by technology, data analytics, and changing market dynamics. This conversation offers valuable perspectives for aspiring finance professionals, entrepreneurs, and anyone intereste...