Trading Thoughts' Podcast

S3E3: In the main topic of the show (14:12) Pearse, Eoin and Paddy (calling in from Munich) discuss the Coronavirus outbreak gripping financial markets. We look at the on-the-ground disruption from the outbreak in APAC and EMEA, the equity turmoil and how FICC are shaping up with the situation deteriorating by the day. Also in the news, the guys react to Bob Iger stepping down as Disney CEO and the bleak outlook for Jack Dorsey at Twitter.

S3E2: In the news Pearse, Conor and Richard explore Sinn Fein's rise, Netherlands's crackdown on illegal cannabis and China getting involved with HS2. In the headline topic (19:50) the guys analyse the recent financial scandals at Manchester City FC and Saracens, discussing the merits, applications and implications of Financial Doping. 

S3E1: The guys crunch 15 years of FBI data to answer one simple question: how much do you need to steal for a bank robbery to be a smart choice? In the news: Trump Impeachment, Davos and the Coronavirus are all discussed. 

Pearse is joined by Ciaran and Eoin to put the lottery under the microscope. With the recent Euromillions jackpot, the team ask the question: can you buy the lottery? As well as this we look at the best and worst places to win the jackpot and some of the extracurricular activities of the Irish Lotto. 

S2E9: Dublin is in the middle of a property crisis - we compare the city with the rest of Ireland, and its Global counterparts from Vancouver to Munich and London to Longford. Pearse, Conor and Ciaran also look at Nike, Libra (Facebook) and Dyson in the news-round.  

S2E8: Pearse welcomes Ciaran and Conor to analyse the razor competitive streaming industry. We look at the strategic positioning of Netflix and Amazon Prime Video, while also looking ahead to Disney+ and more. 

S2E7: Pearse is joined by Paddy and Eoghan to investigate the safety of deposits with digital banks, and what some of the old boys of banking are doing to counter the Fintech Era.  Also in the news: We look at the developments in the EU case against Apple, the latest Rogue Trader in Singapore and market movements.

Ciaran welcomes Pearse and Conor to reflect on their Bachelor of Commerce Degree. We look to give the new undergraduates some of the lessons we took from the degree, including our best moments, societies to join, easy A's and much more. 

S2E6: Turning to the dark side: Pearse and Co. explore the seedy underbelly of the black markets for: Alcohol, Prescription Medication and Cigarettes. Touching stories, stats and figures from home and abroad. Also in the news we look at the muted WeWork IPO, a new alcohol free liquor company and much, much more.

S2E5: Paddy rejoins the show to talk all things investment crowdfunding. What are the best platforms and is it a viable route into the world of Angel investing? Also in the news: we preview the big Apple event this year and examine the current climate for corporate in Hong Kong. 

S2E4: Pearse and Ciaran are joined by Richard McSweeney, to talk all things Marketing. The Good, The Bad, and The Ugly. 

S2E3: Pearse, Eoin and Ciaran return to explore the ways in which Vegas squeezes you for every last penny. Everything from design psychology to sensory marketing and how the game has changed in recent years; including eGaming and Bookies 'following suit'. 

S2E2: Pearse and Eoin welcome Ciaran Busby to question the merit behind Philanthropy. We first distinguish between philanthropy and impact investing, before analyzing some of the world's most generous donors. We try to determine the ulterior motives, if any, and whether or not philanthropy is worth it, necessary, or both.

S2E1: Pearse is joined by Eoin Hickey and Eoghan O'Connor-Byrne to talk all things Insider Trading. The guys discuss the difficulties in prosecuting the crime, contrasts between UK and USA, and our favourite insider trading stories from recent years, including the biggest insider case the FCA has ever brought to trial, a tale of a telecoms CEO who succumbed to temptation, and a father and son duo who used a tasty code to execute trades.

On the final show of the series Pearse and Paddy interview notorious Rogue Trader, Nick Leeson. We discuss how he got his start in trading, and the infamous story of how he brought down Barings Bank, once the oldest merchant bank in England, through the famous 88888 account. We then talk about his new venture, Bizintra, discussing how he teaches fledgling traders, what the firm offers, and what the future holds for Nick and Bizintra.

Pearse is joined by Eoin and Paddy to take an alternative look at investing, and investing in alternative assets. On the show the guys look at investing in growing trends such as Irish whiskey, but also at: Fine Art and the quantitative fund investing in paintings, Sports Memorabilia, Vineyards, Racehorse Syndicates, Higher Fashion & Sneakers and much more. Find out which alternatives we recommend and which we think you should avoid.

Eoghan and Paddy from the Trading Thoughts Investment Team join Pearse to discuss all things short selling. The guys look at some of the traders who won big during the GFC and what they've been up to since. Also on the show, we take a look at some famed short sellers, the agony of short squeezes and what could be the next 'Big Short'. Some investors we looked at include Michael Burry, John Paulson, Marc Cohodes, Bill Ackman, Carl Icahn and more.

In a special double-feature show, Pearse is joined firstly by Eoin and Paddy to discuss the breakout market of veganism, touching on the Beyond Meat IPO, as well as how industry incumbents are reacting to disruptors. Then, in the second half of the show Pearse welcomes back Conor and Eoghan to discuss the business of Education - featuring everything from admissions scandals to $31 Billion college endowment funds.

Pearse and Patrick are joined by the Irish Strategic Investment Fund's very own Stephen Molloy for a special guest appearance to talk all things in sovereign wealth. Among other things we discuss...   - Sports trading at Paddy Power. - ISIF's new mandate. - Measuring success at a public entity or fund. - Comparisons with Saudi and Norwegian SWFs. 

Inspired by Dubner and Levitt's world-renowned series 'Freakonomics', we pull some of our favourite examples from the books and shows to give listeners an introduction into the world of Freakonomics. Pearse is joined by Eoin and Conor to explore finance-themed freakonomics excerpts such as... - How to win games, demolish your friends and family. - The stupidest thing to do with your money. - Freakonomics predictions for the next financial crisis.