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Bet The Process

Jeff and Rufus talk to David Frohardt-Lane | Brought to you by Hull Tactical

Bet The Process

Bet The Process

Sports

4626 Ratings

🗓️ 14 September 2023

⏱️ 55 minutes

🧾️ Download transcript

Summary

This week on Bet The Process, Rufus discusses his NFL Survivor pool, and David Frohardt-Lane joins to chat about his career transition from sports betting to finance and back. They also discuss similarities and differences between market making in sports and finance, and David offers advice for participating in football contests, emphasizing the balance between picking likely winners and ones that others are not likely to pick. The boys also share Pt. 2 of their interview with Petra Bakosova, CEO of Hull Tactical. The hosts of this podcast are not investors with HTAA and were not directly compensated for their views; however, HTAA sponsored this podcast. The hosts and sponsor share a conflict of interest because the sponsor paid a one-time cash compensation for the content of the podcast and the hosts may be incented to endorse or promote HTAA’s investment management services.

Transcript

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0:00.0

This episode of Bet the Process is sponsored by Hull Tactical.

0:03.8

It's our first time being sponsored by anybody, Jeff.

0:06.9

How do you feel about it?

0:08.3

I'm pretty excited just because it's a really relevant and important sponsor.

0:14.8

Jeff, do you play the markets?

0:16.7

I don't really. I don't try to.

0:18.5

I have all my stuff in very passive accounts.

0:21.3

I mean, we've all heard that market timing is kind of a fool's errand, right?

0:25.7

I mean, that's what I've always heard. That's what I've heard too. But Hull Tactical actually

0:29.7

doesn't believe that. Hull Tactical says that there are edges to be found via market timing.

0:34.3

They're an independently, privately owned firm focused on quantitative asset management.

0:39.1

Their approach to investing is rooted in the recent explosion of data, combining macro and technical

0:43.4

indicators to realize a risk return profile superior to a buy and hold strategy. Hull believes

0:49.1

market timing is not only possible, Jeff, but necessary to adapt to a changing investing environment

0:54.6

and provide long-term appreciation regardless of the direction of the broader market.

0:58.7

For more information on Hulltatical, you can go to Hulltatical.com, and you can also listen

1:04.4

to an interview with the CEO, Petra Bacosova, which will run at the end of each episode.

1:10.8

You can hear little tidbits of wisdom from her. CEO Petra Bakasova, which will run at the end of each episode.

1:14.0

You can hear little tidbits of wisdom from her.

1:26.5

On this week's Bet the Process podcast, Rufus and I talk contests because he has finally learned about Survivor and entered a bunch of contests this week.

1:32.6

And we have the contest king, David Frohart-Lane, who has a very interesting background in both finance and sports betting and is now a big market maker in the sports betting industry.

1:38.0

So with that, let's start the process.

...

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