Episode 2

full
Published on:

16th Feb 2021

Rob Koyfman: Bringing Powerful Investing Analytics to the Masses

Koyfin CEO Rob Koyfman joins the show to sip one of bourbon's crown jewels and talk investing. Rob explains the "fiasco" that was the GameStop short squeeze, gives his take on Amazon, and talks about the good, bad, and ugly from his time on Wall Street.

We also discuss Koyfin, the company Rob founded, which provides investors with powerful analytics and research that was previously only available to investors with deep pockets.

[00:48] - Introduction

[02:17] - the bourbon, the original single barrel 

[08:00] - the gamestop fiasco...what is a short squeeze?

[20:40] - Amazon earnings and life without Bezos as CEO

[20:00] - from Goldman, to hedge funds, to founder

[38:15] - Rob's least favorite thing about working on Wall Steet

[41:29] - Rob's favorite thing about working on Wall Street

[43:00] - investment strategies

[48:20] - immigrating from Ukraine in the Soviet Union era

[51:10] - what does wealth mean?

[52:50] - lesson learned

Links:

www.bullsbearsandbourbon.com

www.vermillionprivatewealth.com

www.koyfin.com

Next Time:

We're mixing things up next show with a special guest doing big things in the spirit business. She'll be guiding me through a tasting of some of their products, sharing her story, and discussing wealth, investing, finance. It's going to be a fun one!

**The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a final decision. Thanks for listening.

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Bulls, Bears, and Bourbon

About the Podcast

Bulls, Bears, and Bourbon
The Investing Show with a Buzz
We're taking the edge off investing with fun conversations, special guests, current events, investing tips, and more. This new-school financial podcast will focus on innovation-based investing strategies and disruptive technology, all with a little buzz. Based in Kentucky, we'll sip on excellent bourbons and discuss pertinent topics with fun and interesting people. Nope, this isn't the stuffy financial discussions you're used to, this is new-school investing, with a twist. So break out your favorite bottle, relax, and join us. Cheers!

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Thanks for listening.

About your host

Profile picture for James Vermillion

James Vermillion

I like finance and I love bourbon! As I teenager I became fascinated with investing. I’m not sure what ignited this intrigue, but it was one of the best things to ever happen to me. I read every investing book I could get my hands on and when I came home from school, I rushed to see what happened in the financial markets. Years later, this fascination continues. After working in the industry for several years I started my own firm, Vermillion Private Wealth, in 2020. With Bulls, Bears, and Bourbon I hope to make talking about investing fun by adding delicious bourbon, great guests, and lively conversation.