Theta Talk
Theta Talk
Strat Becker
One of the first finance podcasts recorded with a live audience, Theta Talk is a show where you get premium for your time. Join Strat and his audience as they discuss the latest in stocks, finance, business, and life. Be a part of the audience on Sundays at 6pm EDT at: https://www.twitch.tv/stratbecker Support this podcast: https://anchor.fm/strat-becker/support
08. Contagion From Evergrande
On this week's show, we discuss the contagion that is spreading from Evergrande and the solvency crisis that seems to be immediately looming from it. The financial situation of the company has rapidly deteriorated in the past week, with rumors of employees being held hostage on WeChat and the company being unable to make an interest payment due around the time of this episode's upload unless new news comes out. Fallout is now happening far beyond just Evergrande, with the property development sector in China crumbling, Asian markets taking heavy losses, commodities and companies related to construction facing sharp falls, and international concern beginning to rise. Nobody knows what the end outcome will be, but this is a situation that needs to be watched. Be a part of the live audience - https://www.twitch.tv/stratbecker --- Support this podcast: https://anchor.fm/strat-becker/support
Sep 20, 2021
44 min
07. Evergrande is Bankrupt
Listen to an updated episode here --> https://open.spotify.com/episode/5didyrCrEHSbWUhWrol4mV?si=rLcdY93ATcKgHp3hlarJWw&dl_branch=1 On this week's show, we discuss the more recent developments concerning Evergrande, China's largest property developer which appears to be functionally insolvent. The story has gained much more public attention since we first discussed it six weeks ago, and there's much more to the story, including the potential ramifications for China and the global economy if the company goes under and contagion spreads. Any outcome is uncertain and unknowable at this time, but if the market doesn't like one thing, it's uncertainty. Be a part of the live audience - https://www.twitch.tv/stratbecker --- Support this podcast: https://anchor.fm/strat-becker/support
Sep 13, 2021
43 min
06. What I Learned as a Hedge Fund Intern
On this week's show, we discuss the key takeaways from my experience as a hedge fund intern over the summer, the pros and cons to the gamification of the stock market, and why China's economy may be the biggest macro risk to the United States at this point in time. Donate to Crisis Text Line to give people in crisis a resource to use when they need it most - https://tiltify.com/@stratbecker/stocks-for-good Be a part of the live audience on Sundays at 6pm EDT - https://www.twitch.tv/stratbecker --- Support this podcast: https://anchor.fm/strat-becker/support
Aug 30, 2021
54 min
05. OnlyGone
On this week's show, we discuss why Discord may become the top dog in the social media space, NFT rocks selling for over $400,000, and why OnlyFans recent business moves make them all but OnlyGone. Be a part of the live audience on Sundays at 6pm EDT - https://www.twitch.tv/stratbecker Read the full show notes - https://docs.google.com/document/d/1OnGJkWKYZhMmn6GHMrx-YF34068H2mZAdNIHoiZop5Q/edit?usp=sharing --- Support this podcast: https://anchor.fm/strat-becker/support
Aug 23, 2021
51 min
04. Impostor Syndrome
In this episode of Theta Talk, Strat shares his experience interviewing executives at companies and the impostor syndrome that can come with it when you're beginning a career in equity research. Be a part of Theta Talk's audience when it's recorded live on Sundays at 6pm EDT - https://www.twitch.tv/stratbecker --- Support this podcast: https://anchor.fm/strat-becker/support
Aug 16, 2021
1 hr
03. Pet Rocks are NFTs
In this episode of Theta Talk, Strat talks live with his audience about the gamma squeeze on Robinhood's stock and why some people knew it would happen ahead of time. He then shares his new discovery, and disbelief, and some of the NFT trends that have arisen in the past weeks. --- Support this podcast: https://anchor.fm/strat-becker/support
Aug 9, 2021
57 min
01. Prices Might not Come Down
In the first episode of Theta Talk, Strat talks live with viewers about the current inflation situation. We all discuss whether the current inflationary trends for consumers are transitory, and why prices might not come back down just because inflation decreases. --- Support this podcast: https://anchor.fm/strat-becker/support
Jul 26, 2021
41 min
02. Is Evergrande The Black Swan?
On This episode of Theta Talk, Strat talks with his live audience about the Chinese stock selloff, and why he thinks there is more to it than just the ongoing regulatory crackdown. Watch the updated episode here - https://open.spotify.com/episode/2lPMAxinmw95iRXathVrd5?si=bTO3Xu2OQu6eZDjRc9PKnA&dl_branch=1 --- Support this podcast: https://anchor.fm/strat-becker/support
Jul 26, 2021
58 min