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30 June 2023 Economics & Growth | Global | Other | US

Ep. 170: Sean McGould On Creating an Investing Edge, Hedge Funds and Inflation Opportunities

Bilal Hafeez

Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss:

How accounting knowledge helps investing
Evolution of hedge fund industry since 1970s
Getting alpha from shifts in regulation
The pros and cons of shorting equities
Hedge funds – to platform or not?
Multi-strategy and macro styles
Where’s the edge?
Why high inflation creates more opportunities
Understanding options strategies
How to pick a portfolio manager
Books mentioned: Option Volatility and Pricing (Natenberg), Market Wizards (Schwager), More Money Than God (Mallaby)

You can get more information on Sean’s firm here. You can also read a transcript of this podcast here or view a video of the conversation on YouTube.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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