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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
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Conversations with people who dare to be different
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A periodic summary of major macro events, market themes and selected UK company-specific news.
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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We talk economics and markets with leading policymakers and investors.
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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This is a AMA podcast series where Tascha answers reader questions on developments in the blockchain / crypto / web3 space. Follow Tascha @TaschaLabs on Twitter. Sign up for free newsletter to help you get smarter, richer and freer https://taschalabs.com/newsletter/
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
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Financial markets illuminated insight out
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Is bitcoin a macro asset? Over the course of 2019, there has been growing focus on the role of bitcoin in the larger global economy. Is it becoming a safe haven asset, akin to digital gold? Is it something even larger - a generational hedge against the rise of modern monetary theory? This pop-up podcast, produced in conjunction with CoinDesk's Invest: NYC conference, talks to some of the markets leading thinkers to explore bitcoin in the macro economic context. To hear more from these speake ...
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Adam H Grimes, of Talon Advisors and MarketLifeTrading, is a best-selling trading author, blogger, musician, wandering chef, and all-around trouble-seeker. In this podcast, he shares his thoughts on trading and investing. Whether you trade stocks, currencies, or commodity futures, are a daytrader or long-term investor, focus on fundamental or technical analysis, are a quant or a discretionary trader--there's something here for you. Adam will draw from a wide range of experiences and perspect ...
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies. In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock market Follow and listen to learn how to become a smarter investor for life.
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
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In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Matthew Black, and Soham Mehta, this weekly show explores the intersection of crypto, AI, geopolitics, financial markets, and tech careers—from the perspective of young builders living through the chaos. It’s not another personal finance podcast. It’s war rooms, crisis playbooks, signal over noise. We go deep on: - Bitcoin ...
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Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Have you always wondered what it takes to make an Idea go from ok to amazing? To go from Idea to Exit? What are the trends shaping India today, and how can we take the lessons from Silicon Valley and apply them at scale? We created Halo Drop to build a community of amazing entrepreneurs, investors, family offices, hustlers, and change agents. We want you to be inspired to learn, build, and become successful! We spend countless hours researching the top trends in India and America to bubble u ...
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Tapping Into Crypto is here to breakdown everything you need to know about Cryptocurrency right from the very beginning 🙌🏼. We interview leaders in this space along with real life investors providing you with the knowledge you need to start your Crypto journey 💻.
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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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ETF Trends and Moneylife team up to bring you the ETF of the Week.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopo ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Enter The Mind of The World's Leading Investors, Economists, and Macro Thinkers... Time is finite, you don't invest in it mindlessly and neither do we; our interviews are long-form, and our featured guests show up for a reason. The tips and practices used by leading investors, economists, and macro thinkers are now at your disposal. Have you ever questioned the best approach to mitigate investment uncertainty and respond to market turbulence? ... you found the right place. Angelo Robles is t ...
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Unusual Whales covers financial topics and market news. We help navigate various topics in finance, from options, to equities, and get some of the experts in the field to help you follow the flow. 🐳
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The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions o ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)
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Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has b…
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Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best
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Jamie Crapanzano of our insurance portfolio management team and Ann Bryant of our insurance strategy team join Macro Markets to discuss issues and trends in fixed-income markets—those that apply to all investors as well as those that are specific to the industry. Related Content: Second Quarter 2025 Fixed-Income Sector Views Relative value across t…
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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
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Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…
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Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise” with Dollar General, Disney, and Meta. - “Buy, Sell, or Meh” with the same three companies. Companies discussed: EPR, AMD, SNOW, DIS, META Build your Ran…
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Jeff Park Says the 60/40 Portfolio May Be Dead. Here’s His Radical Fix - Ep. 844
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Jeff Park thinks the most popular investing strategy of the last decades — the 60/40 portfolio — is dead. Jeff has spent his early career inside the traditional system. But now, after two years in finance, he’s calling for a full rethink of the modern portfolio: from what counts as “safe” to how inflation actually works to why Bitcoin may be the re…
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Everything Leads To Bitcoin And US Treasuries w/Hugh Hendry
1:03:37
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Whiteboard explaining monetary metals • Monetary Metals Leasing Program Explained If you want to earn a yield on your gold, check out https://www.monetary-metals.com/gammon/✅Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro✅Rebel ca…
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Eurozone Inflation Falls, China’s PMI Slumps, and OECD Cuts Forecasts: PALvatar Market Recap, June 3 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights a major inflation drop in the Eurozone, deflation in Switzerland, and con…
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A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 202…
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#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
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Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.…
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In this wide-ranging chat, Shray plays devil’s advocate while Deepak unpacks why conflict often jump-starts economies, how India’s defence binge could spill over into everything from lithium mining to 10-minute groceries, and why a 70-hour work-week isn’t the villain Twitter thinks it is. Returns—not patriotism—ultimately determine whether CapEx en…
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Evenlode Global Income Investment View – Is This Time Different?
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In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities. --- Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice. Past performance i…
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Evenlode Global Dividend Investment View – Is This Time Different?
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In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities. --- Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice. Past performance i…
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From the helm: Linq Minerals, Executive Chairman, Clive Donner
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In this special edition of Bell Direct’s From the helm series, we take a closer look at LinQ Minerals – a company set to make waves with its upcoming IPO. With investor interest in gold and copper ramping up, Bell Direct Market Analyst Grady Wulff speaks with Executive Chairman Clive Donner to discuss LinQ’s standout assets in NSW, recent high-grad…
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Big Beautiful Bill: Dan Pilla on Tax Cuts and Deficit Concerns
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Jun 2, 2025 – Curious about the new "big, beautiful (tax) bill" making its way through Congress? Jim Puplava and tax expert Dan Pilla dive into the new legislation, where it currently stands, and some of the implications it has for tax policy...By [email protected] (Financial Sense)
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Big Beautiful Bill: Dan Pilla on Tax Cuts and Deficit Concerns
32:58
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Jun 2, 2025 – Curious about the new "big, beautiful (tax) bill" making its way through Congress? Jim Puplava and tax expert Dan Pilla dive into the new legislation, where it currently stands, and some of the implications it has for tax policy...By [email protected] (Financial Sense)
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Today's Post - https://bahnsen.co/43GC76x Monday Market Insights and Major Developments: June 2nd Edition In this edition of Dividend Cafe, David begins by discussing significant market movements on June 2nd, including the DOW's recovery and the broader stock market performance. Key highlights include a major Ukrainian drone attack on Russian bombe…
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1
Why Equity Markets May Be Stronger Than You Think
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Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Stra…
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The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are …
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Tariff Tensions, Japan’s CapEx Surprise, and Eurozone PMI Stabilization: PALvatar Market Recap, June 2 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar unpacks Trump’s proposed tariff hikes on steel and aluminium and their ripple effect…
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Tariff Reinstatement, Falling PCE Inflation, and Rising Jobless Claims: PALvatar Market Recap, May 30 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down the return of Trump-era tariffs and their impact on global sentiment, …
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When I was growing up, school holidays weren’t packed with organized activities. Sometimes, to relieve the boredom of a rainy day, I would tackle a jigsaw – I remember one particularly challenging 1000-piece puzzle which, when completed, promised to reveal a charming picture of Dutch skaters on a frozen lake.…
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Sunday, June 1st. Growth: An emotional rollercoaster.
55:25
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In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims r…
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Talking Shop with Darius Dale: An Inside Look At Macro Research
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In this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. Darius shares his background in Wall Street investment research and highlights the company's unique approach to providing equal access to high-quality investment insights for both institutional and ret…
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American Exceptionalism was a Fiscal Facade | Marco Papic
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Marko Papic, Chief Strategist at BCA Research, joins Monetary Matters to argue that while tariffs may be the catalyst that shifts global appetites for US assets, it will be the necessary shift to fiscal hawkishness that will drive the end of “American Exceptionalism” and outperformance of US markets. Papic also discusses his views on as shift towar…
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Fastest Growing Companies | Results Q4FY25
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Send us a text In this episode, we break down the Q4 FY25 results across India’s fastest-growing sectors — from capital goods and chemicals to pharma, banks, and exporters. Get insights into companies showing 20–100%+ growth and discover where the next opportunities may lie. Smart analysis. Real numbers. Pure learning. We also share macro insights,…
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I recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country. It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President. Much has happened subsequently in areas of energy policy, energy markets, politi…
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1
The REAL Reason Why Stocks No Longer Care About the Trade War
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The Trump administration reignited the trade war this week, first with Europe and then with China. Despite all this drama, stocks actually ended the week UP. More incredibly, the S&P 500 had its best return for the month of May since 1990! What's going on here? Are stocks no longer taking President Trump seriously... or have they figured out that t…
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Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. Opportunities in China, India, and Brazil. What falls into Jan’s “hated things” bucket. Companies discussed: TSLA, NSE: BHARTIARTL Host: Ricky Mulvey Guest:…
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1
Abuse, Waste, And Fraud: The TRUTH about US Government Spending
1:07:29
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Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://2ly.link/26yH8 Economist David Rosenberg returns with a stark warning for investors: the biggest risk to global markets isn’t being talked about—and it’s already unfolding. In this interview, Rosenberg breaks down the misunderstood impact of …
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1
$60K Salary Isn't Livable Anymore: The Side Hustle Revolution
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Description: Is the traditional 9-to-5 dead? With AI making entrepreneurship more accessible than ever, George and Soham explore why young people are abandoning corporate careers for side hustles and startups - even when the odds are stacked against them. What We Cover: Why quiet quitting became a thing (and it's not about the money) The $60K media…
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1
COMING SOON - Energy, Populism & War with Doomberg
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I recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country. It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President. Much has happened subsequently in areas of energy policy, energy markets, politi…
…
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1
Market Mayhem or Opportunity? John Kosar’s View on Stocks, Gold & the Mag 7
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May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today’s volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...By [email protected] (Financial Sense)
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1
Market Mayhem or Opportunity? John Kosar’s View on Stocks, Gold & the Mag 7
23:29
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May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today’s volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...By [email protected] (Financial Sense)
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Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on interest rates for investors. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Mo…
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Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO o…
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May 30, 2025 – What if the next great investment opportunity isn’t in tech stocks—but in the raw materials powering our digital future? In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava revisits the thesis behind...By [email protected] (Financial Sense)
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May 30, 2025 – What if the next great investment opportunity isn’t in tech stocks—but in the raw materials powering our digital future? In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava revisits the thesis behind...By [email protected] (Financial Sense)
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Crypto Whipsaws on Tariff Uncertainty | OSF and Mando | Rekt Vision
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📣 Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the latest macro data, conflicting rulings around the tariff policy, BTC conference, ETH's and HYPE's outperformance, and much more. Check out Real Vision's affilia…
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Data vs. Disruption: A Critical Week for Markets
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines discuss the flat trends in the dollar, bonds, and equities markets. They highlight key upcoming macroeconomic data that may clarify global economic trajectories, including PMI data from China and Eurozone's CPI and retail sales figures. The…
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Bitcoin Treasury Companies Are Taking Off. Could They Eventually Crash? - Ep. 843
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Public crypto treasury companies are in the news right now. Just this week, Sharplink Gaming announced a $425 million raise to create an Ethereum treasury vehicle, backed by Consensys. Meanwhile, Trump Media said it will buy $2.5 billion worth of bitcoin. And in a headline grab, GameStop revealed a $500 million Bitcoin purchase. There’s even a newl…
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Today's Post - https://bahnsen.co/45rMSvR Addressing the National Debt Crisis: Solutions from Dave Land In this week's episode of Dividend Cafe, recorded from Louisville, Kentucky, the host addresses solutions to the United States' national debt crisis. Responding to frequent inquiries about his views on economic growth, government spending, and na…
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Week Ending 30/05/25 - Recovering equities and yippy bonds, can it last?
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This week, Gareth and Jeremy continue their discussion about the bond market's predicament. Japan's Ministry of Finance thought that sending a questionnaire to its bond investors would resolve its problem. But it soon encountered another difficult auction, suggesting that its first step in acknowledging the problem was insufficient. Meanwhile, Japa…
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Investor Audibles: Hosking Partners May 2025 Letter
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We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy! Al…
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Why Young People Are Fleeing America & Canada
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Are Western governments driving away their best entrepreneurs with crushing taxes? George shares his nightmare experience managing US and Canadian corporations while Matt explores why places like Dubai, Singapore, and Paraguay are becoming the new promised lands for young founders. What We Cover: George's $10K+ annual tax nightmare: Delaware franch…
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Cole Wilcox on The Power Law of Investing | #584
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Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …
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