Guests

Mark Dow
Dow Global Advisors
Mark Dow runs Dow Global Advisors and the @BehavioralMacro twitter feed and blog, where he shares his trade ideas and risk management techniques, along with macro commentary. He has more than 20 years of experience as a policy maker, investor, and trader—all of which focused on global macro and emerging markets. He’s known for monetary policy and sovereign debt sustainability analysis.
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David Levine
Founder, Odin River
David is the Founder of Odin River and operates the popular @paranoidbull Twitter account. He has spent his career at top private equity and hedge fund institutions. David is an advisor and investor in numerous startups including Artivest, a successful Fin-Tech company with over 100 employees and ~$3B in AUM, which he helped to found. David was previously a key member of the investment teams at Paulson & Co. and Colony Capital. 
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Joel Litman
President and CEO of Valens Research
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment research and analytics firm. In the role of Chief Investment Strategist, he advises institutional investors in equities, corporate credit, and macroeconomic strategy. He is also a member of the Board of Directors of COL Financial Group, a leading brokerage firm in Asia. Joel has been on CNBC, quoted in Barron’s and Institutional Investor, and interviewed in Forbes.com. He has published in Harvard Business Review, is a top contributor to SeekingAlpha, and co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
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Nitin Sacheti
Founder and Portfolio Manager of Papyrus Capital
Nitin Sacheti is the Founder and Portfolio Manager of Papyrus Capital, a value-oriented, long/short equity hedge fund. Prior to founding Papyrus, Mr. Sacheti was a Senior Analyst/Principal with Equity Contribution at Charter Bridge Capital where he managed the firm’s investments in the technology, media and telecom sectors as well as select consumer investments.
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Kevin Muir
Author of MacroTourist
The author of the MacroTourist newsletter, Kevin is a former institutional equity derivative trader for a big bank who decided that bank-life wasn’t for him, so proceeded to trade for his own account for a couple of decades before joining his current firm, East West Investment Management where he is the Market Strategist.
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Cullen Roche
Founder of Orcam Financial Group
Cullen Roche is the Founder of Orcam Financial Group, LLC. Orcam is a financial services firm offering research, personal advisory, institutional consulting and educational services. Prior to founding Orcam, Mr. Roche ran a private investment partnership in which he generated substantial alpha (high risk adjusted returns) with no negative 12 month periods during one of the most turbulent periods in stock market history. Before founding his own businesses, Mr. Roche helped oversee $500M+ in assets under management with Merrill Lynch Global Wealth Management.
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John Doody
Founder and Editor in Chief of Gold Stock Analyst
John Doody brings a unique perspective to gold stock analysis. With a BA in Economics from Columbia, an MBA in Finance from Boston University, where he also did his PhD-Economics course work, Doody has no formal “rock” studies beyond “Introductory Geology” at Columbia, taught by the University’s School of Mines. 
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Tobias Carlisle
Founder and Managing Director of Acquirers Funds
Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm’s deep value strategy. Tobias is the creator of The Acquirer’s Multiple. He is also the author of the books The Acquirer’s Multiple,  Concentrated Investing, Deep Value, and Quantitative Value. Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
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Marc Cohodes
Former Managing Partner of Copper River Management
Marc Cohodes is a former General Partner of Rocker Partners/ Copper River from 1985-2009. He began his career at the Northern Trust Company in 1982 after graduating Babson College with a BS in Finance. He has been profiled in the books; Reckless Endangerment, Selling America Short, The Most Dangerous Trade. He was the subject of a Harvard Business School Case study on his efforts to expose Mortgage Fraud at Novastar. He resides in Cotati, California, where he runs Alder Lane Farm.
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Michael Mauboussin
Director of Research at BlueMountain Capital Management
Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management.
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