This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page. Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities. And of course how this all...

This podcast episode was recorded Friday, March 29, 2024 and made available to premium subscribers the next trading day. To become a premium subscriber and take advantage of a host of other benefits, visit our substack. Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns are overdone, and to provide one stock pick -- and it's not Nvidia, though he does discuss that at some length. Some mature language...

This podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack. Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows. Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear! Content Highlights Cashflows have...

This podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium memberships visit our Substack. Mark Higgins, author of the new book, Investing in Financial History, joins the podcast to discuss lessons from the past and what period is the most appropriate point of comparison to today's market environment. Content Highlights What period from the past compares closest to the one we're living through now?...

This podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast. Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio. Content Highlights The stock market highs for the year will be set during the first quarter (1:47); "There...

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024. This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content Highlights The outlook for the economy is surprisingly optimistic given the set-up going in to last year (1:30); The Federal Reserve is...

This episode was recorded on Jan. 8, 2024, and made available to premium subscribers the following day -- without ads or announcements. For details on how to become a premium subscriber (it's very easy), visit our Substack or Supercast. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his outlook for the economy and markets in 2024. Content Highlights Knapp's outlook for 2023 played out until September. Then the Fed changed the rules of the game somewhat and markets...

This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages.   Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year. Content Highlights ...

This podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up through our Substack or Supercast. Jared Dillian of the Daily Dirt Nap joins the podcast to discuss his bullish views on short-term Treasuries and less optimistic outlook for the US economy. He also discusses his work as an author and views on disparate issues facing society.  Note: The podcast episode contains some mature language. Content...

This podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber, sign up through our Substack or Supercast. Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks. Content Highlights The first issue...

This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast. Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets. Content Highlights Carney's views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33);...

A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast. David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds. Not investment advice. Content Highlights Views on the...

This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here. Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street. Content Highlights The guest provides his views of contrarian investing and how he uses it (1:27); Examples of blaring contrarian signals from...

This podcast episode was recorded on Aug. 29 with a 'highlight' clip of the most actionable insights released to premium subscribers that same day. Premium subscribers then received the full episode -- without ads or interruptions -- the following day, on Aug. 30. To find out more about premium subscriptions, visit our Substack. Ayesha Tariq, co-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landing for the US economy along with other contrarian views she...

This podcast was released to premium subscribers on Aug. 24. Become a premium subscriber on Substack or Supercast.  Cormac Kinney, founder and CEO of Diamond Standard, joins the podcast to discuss the concept of diamonds as an asset class: why they haven't become an investable commodity like other precious metals, how that may be changing, and what investors can expect in terms of correlation to other assets and alpha. Content Highlights Why haven't diamonds become an investable asset...

This episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here. Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform's best analysts are picking up right now and the 20 names that have emerged... (Not investment advice). Content Highlights What are the best Covey analysts picking up right now? (1:37) The platform's 20 best positions are split into four...

This podcast episode was released to premium subscribers the same day it was recorded. Become a premium subscriber by signing up on our Substack or Supercast. Peter Kraus, founder and CEO of Aperture Investors, joins the podcast to discuss his views on the economy, why he expects the 'soft landing' to occur, but why it will quickly give way to renewed concerns. Content Highlights An economic soft landing is likely, but will be transitional (1:38); The Fed is unlikely to 'break more stuff'...

This podcast episode was made availableto premium subscribers on July 25 without ads or announcements. There are many other benefits to being a premium subscriber. Sign up through Supercast or our Substack. Peter Atwater joins the podcast to discuss the ideas from his latest book, "The Confidence Map: Charting a Path From Chaos to Clarity." Crucially, he tells listeners why investor confidence is today fast approaching the 'invulnerable extreme' that indicates a top in markets... Content...

Premium subcribers received this (and every) episode early and without ads. Stephanie Walter of Erbe Wealth joins the podcast to discuss some of the trade secrets of ultra-wealthy investors. Listeners may be shocked to hear about their very small allocation to public equities... Content Highlights A unique way to generate tax-free income through so-called premium financing insurance (1:51); The security works as a life insurance policy with a premium paid by a bank (5:45); These...

This podcast episode was released to premium subscribers on July 12 without ads or announcements. There are numerous other benefits for the premium service, which are spelled out on our Substack. Anthony Todd, the founder of Aspect Capital, joins the podcast to discuss the trend-following investment strategy he helped pioneer almost 50 years ago including where it might be particularly applicable in today’s markets. Content Highlights What is trend-following? Quick primer (1:06); What...

This podcast episode was released to premium subscribers on June 15 without ads or announcements. There are numerous other benefits to premium subscriptions, which are spelled out on our Substack. Chris Bemis, co-founder of X-Cubed Capital, joins the podcast to discuss his views on regional bank credit risk, the nascent bubble in AI tech stocks (and AI more generally), problems in commercial real estate, and how he applies his mathematics background to investing. Content Highlights Last...

This episode was made available to premium subscribers on June 1 without ads or announcements. To become a premium subscriber sign up on Supercast or Substack. Naomi Fink, founder and CEO at Europacifica Consulting in Los Angeles, joins the podcast to discuss her view that inflation will prove more elevated and persistent than market participants are anticipating -- and how and where this impact will be felt. Content Highlights Inflation caught investors by surprise and investors could be...

This episode was made available to premium subscribers on May 24, without ads or announcements. To become a premium subscriber sign up on Supercast or Substack. MIT Economist Simon Johnson joins the podcast to discuss his book, 'Power and Progress, Our Thousand-Year Struggle Over Technology and Prosperity' and specifically why artificial intelligence is likely overhyped, and that not just from an investment perspective. Content Highlights Artificial intelligence's default trajectory is...

This episode was recorded on Tuesday, May 16 and made available to premium subscribers that same day. To become a premium subscriber sign up on Supercast or Substack. Value Stock Geek rejoins the podcast to discuss recent portfolio acquisitions Google (GOOG), Meta (META), and Taiwan Semiconductor (TSM), what's on his watch list, and where and when he could be looking to buy. Content Highlights The case for Google stock (1:54); Artificial intelligence and how that is impacting Google's...