Business Breakdowns
Episode 222 Alpha In Podcasts?
Business Breakdowns

Episode 222: Alpha In Podcasts?

Business Breakdowns

Episode 222

Alpha In Podcasts?

Matt Reustle is the host of Business Breakdowns. In this special episode, we cover the power of finding unconventional sources of alpha, the best and worst performers from the "Breakdowns Portfolio" of more than 200 companies, and why pattern recognition has been Matt's biggest lesson from podcasting.

Show Notes:

(00:00:00) Welcome to Business Breakdowns

(00:00:52) Special Episode on Alpha

(00:02:11) Exploring Investment Insights

(00:02:50) Performance Analysis of Featured Companies

(00:04:16) Top Performers and Key Takeaways

(00:06:56) Underperformers and Lessons Learned

(00:10:10) Future Episodes

Alpha In Podcasts?

Introduction

Matt
This is Matt Reustle and we've got a short special episode today on Alpha in Podcasts. Now, what sparked this episode? Well, I'm glad that you asked. A few weeks ago, a Wall Street Journal article highlighted the behemoth Millennium had hired portfolio manager Steve Schurr from Balyasny with a potential $100 million payout. Who said you need to be an AI engineer to cash in, right?

The Journal noted that Schurr is known for mining overlooked sources of research such as podcast transcripts. The article also noted his team generated $150 million in investment profits for Balyasny in 2023 and $250 million in 2024. And as I like to say, hey, that'll pay for lunch.

Now, I'm not here to tell you that there is massive alpha waiting for you on this podcast or on any podcast. If I had to guess, this has more to do with industry commentary coming from niche podcasts. I can remember listening to an old oil field services podcast way back when, and it is amazing what you get from people on the ground, and what they see, and how often that can differ from broader sentiment.

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