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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Macro Investing Podcasts
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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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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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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A periodic summary of major macro events, market themes and selected UK company-specific news.
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What Bitcoin Did unpacks Bitcoin’s role in reshaping money, freedom, and the future of finance.
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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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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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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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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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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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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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We talk economics and markets with leading policymakers and investors.
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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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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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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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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
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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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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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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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Othman talks about topics centred around investment, books, macro economics and history. These topics are usually based on data and research. Guests are invited to provide their views and share knowledge.
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Financial markets illuminated insight out
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Market News with Rodney Lake is the leading university-run finance podcast, combining rigorous academic analysis with real-world investing. Hosted by Rodney Lake, a finance professor and director of the George Washington University Investment Institute (GWII). Professor Lake delivers weekly breakdowns of companies in the GWII’s student-managed funds. The podcast features guests from rising students and faculty to experienced professionals, offering insight into macro trends, stock analysis, ...
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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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FireSide is a podcast series from Future Standard featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the auth ...
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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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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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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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Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constit ...
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Welcome to High Stakes, the podcast for institutional investors, Web3 founders, SaaS leaders, and anyone serious about the future of technology. Hosted by Validation Cloud CSO Alex Nwaka, we go beyond the hype to explore the real-world adoption of blockchain and AI in enterprise environments. Each episode features unfiltered conversations with operators, investors, and technologists driving change at the frontier. Get direct insight into what’s working (and what’s not) in blockchain infrastr ...
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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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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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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 Burn Fat and FEAST Podcast! This space was designed for women on a mission to live their best life. We will get into real, raw, refreshing and eye-opening conversations about wellness from the inside out; Covering topics like advanced nutritional strategies, mindset, organization, productivity, relationships, self-care, ideal workout routines, intermittent fasting, macronutrients, hormones, metabolism and so much more. I’m Sarah Thomas, Founder and CEO of Burn Fat and FEAST, a ...
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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
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Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…
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Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025
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🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenXVYAndreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows…
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Is This the Golden Age of Macro Investing?
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In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, President and CEO of Strategas Securities, and Amy Zhang, Executive Vice President and Portfolio Manager at Alger, reveal the powerful currents driving markets in 2025. Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pre…
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How to Become an Expat and Multiply Your Wealth
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Commodity University - 50% off SALE - Expires September 6.Claim your discount using code: BACK2SCHOOLSign up here: https://linkly.link/26yH8Learn to invest in the commodity supercycle today.- Expert-led curriculum- New monthly courses- Monthly live calls- 14-day guaranteeHave you ever thought about leaving your home country for a better life abroad…
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Is China Hoarding 30,000 Tons of Gold? Dominic Frisby on the Secret Bull Market
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Aug 22, 2025 – What if China has already secretly surpassed the US as the world's largest holder of gold? In this compelling interview, Jim Puplava is joined by author Dominic Frisby to unravel the forces driving gold's explosive bull market...By [email protected] (Financial Sense)
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Is China Hoarding 30,000 Tons of Gold? Dominic Frisby on the Secret Bull Market
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Aug 22, 2025 – What if China has already secretly surpassed the US as the world's largest holder of gold? In this compelling interview, Jim Puplava is joined by author Dominic Frisby to unravel the forces driving gold's explosive bull market...By [email protected] (Financial Sense)
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Gold Futures Hit $3500, Silver Breaks $40: The New Metals War Between US and China
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Aug 29, 2025 – The Hunt Brothers tried to corner the silver market, driving it up to $50/ounce in the late 70s and early 80s. Now, it's the world's two largest economies trying to corner an increasing list of critical commodities. In this important update...By [email protected] (Financial Sense)
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Gold Futures Hit $3500, Silver Breaks $40: The New Metals War Between US and China
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Aug 29, 2025 – The Hunt Brothers tried to corner the silver market, driving it up to $50/ounce in the late 70s and early 80s. Now, it's the world's two largest economies trying to corner an increasing list of critical commodities. In this important update...By [email protected] (Financial Sense)
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In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the possible Fed rate path. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew H…
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Today's Post - https://bahnsen.co/3HXUdtL Evaluating Government Equity Ownership: Implications for Investors In this week's episode of Dividend Cafe, the host dives into the contentious topic of the U.S. federal government's recent equity ownership stake in Intel. The discussion highlights the political and economic ramifications of the government …
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Macro Matters - it's going to happen, so what?
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The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing? Have a listen to find out
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ETH Weakness: Time to Rotate? | Rekt Vision
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This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Ejaaz, also known as Punk7213, to tackle the biggest themes in crypto. From ETH’s stumble and whether SOL or BTC are the better plays, to HYPE topping Robinhood volume, BNB’s all-time highs, and Google’s new AI push — they cover it all.🔥 *Limit…
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Week Ending 29/08/2025 - Is Drax (ironically) the canary in the coal mine ?
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This week, Jeremy and Gareth debate Trump's ongoing attacks on the US Fed...perhaps Powell is rolling over, but the recently "sacked" board member Lisa Cook is not. The dollar fell and long bond yields rose, but not by much. France is showing renewed (and traditional) political risk, and the landscape across Europe feels pressured. The UK is once a…
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US Inflation, Tariffs on India, and Russia-Ukraine Tensions: PALvatar Market Recap, August 29 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 a mixed U.S. economic outlook, with personal spending rising and core PC…
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In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets. Topics covered include: United Kingdom: Fiscal deterioration comes into focus as speculation builds over how the Chancellor will address th…
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Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning
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Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.
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Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal
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I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…
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Moody's Analytics Chief Economist Mark Zandi on the US Economy
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Barry speaks with Mark Zandi, chief economist at Moody's Analytics about his career and the state of the US economy today. See omnystudio.com/listener for privacy information.By Bloomberg
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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. E…
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S&P 10,000? Dr. Ed Yardeni’s Bold Roaring 2020s Forecast (Preview)
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Aug 28, 2025 – What if the next decade on Wall Street eclipses even the Roaring 1920s? Dr. Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, speaks with FS Insider to give an update on his bullish case for the S&P 500 soaring to...By [email protected] (Financial Sense)
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S&P 10,000? Dr. Ed Yardeni’s Bold Roaring 2020s Forecast (Preview)
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Aug 28, 2025 – What if the next decade on Wall Street eclipses even the Roaring 1920s? Dr. Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, speaks with FS Insider to give an update on his bullish case for the S&P 500 soaring to...By [email protected] (Financial Sense)
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In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U.S. economy and the Fed rate path during the rest of the year. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcom…
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Taking profits for yield and growth with David Alton Clark
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David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy (0:30) Managing risk, taking profits (4:40) Are rate cuts priced in? (9:10) Feeling good about shorter-term bonds (12:30) How to think about high yield (14:00) Show Notes: Dividend And Growth Stocks For An Overvalued Market With David Alton Clark Episode transcr…
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Daily Market Recap: Mixed Market Movements and Bond Market Rally In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication se…
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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
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Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Ass…
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US GDP Surprise, EU Confidence Slips, and Fed Rate Cut Hopes: PALvatar Market Recap, August 28 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 upward revision of U.S. Q2 GDP growth to 3.3%, driven by stronger co…
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Who’s in Charge of Our Economy (if NOT the Fed)?
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In this episode of the MoneyShow MoneyMasters Podcast, Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy and contributing analyst to ElliottWaveTrader.net, discusses fiscal dominance — the rising influence of government deficits and spending over central banks on markets and inflation. She explains how this shift creates a hotter, less…
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Paper Bitcoin Summer | American HODL & Steven Lubka
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American HODL & Steven Lubka get into the rise of Bitcoin treasury companies, unpacking how securitisation, jurisdictional arbitrage, and corporate leverage are shaping the next phase of Bitcoin’s financialisation. We discuss whether this new wave of Bitcoin-wrapped equities is a healthy Bitcoin on-ramp or just a speculative bubble, and what happen…
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MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV ✅Sign up for a FREE 14-day …
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Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation
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In Episode 57 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Tesla, a small but significant holding in the GW Investment Institute portfolios. He frames Tesla as more than an EV manufacturer, highlighting its leadership in real-world AI applications such as autonomous driving, energy storage, Au…
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The active vs passive investing debate (and how should your kids invest?)
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In this epsidoe, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares perpesctives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive. Content in this podcast should not be considered to be investment advice. It is g…
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Trading the Markets: August 27, 2025 | Kris Bullock and Nico Brugge
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🔥 *Get 50% OFF RV Connect for a limited time* https://rvtv.io/3UenXVYIt's time to talk Trade Ideas...Real Vision's Kris Bullock and Nico Brugge are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X. 📣 Today’s sponsor is …
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Agentic AI, Brain-Machine Interfaces, and the Race for Superintelligence with Dr. Alan D. Thompson (Preview)
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Aug 27, 2025 – Step inside a world where AI builds worlds, rewrites language, and merges minds—today, not decades from now. In this fascinating conversation, Dr. Alan D. Thompson, renowned AI analyst, breaks down the race toward...By [email protected] (Financial Sense)
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Agentic AI, Brain-Machine Interfaces, and the Race for Superintelligence with Dr. Alan D. Thompson (Preview)
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Aug 27, 2025 – Step inside a world where AI builds worlds, rewrites language, and merges minds—today, not decades from now. In this fascinating conversation, Dr. Alan D. Thompson, renowned AI analyst, breaks down the race toward...By [email protected] (Financial Sense)
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The Gold Supercycle Has Already Started (Most Investors Have No Clue)
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Want the cheat code to protect and grow your wealth? Check out Rebel Capitalist Pro https://rcp.georgegammon.com/pro
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Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for concern for credit markets. 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 Morgan…
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Market Trends and Insights - August 27 Edition In this episode of Dividend Cafe, Brian Szytel provides an update from Martin Newport Beach, California. He discusses the current positive market conditions in stocks and bonds. Brian highlights the importance of the PCE data release scheduled for Friday and analyses indicators from various market sect…
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Fed Independence Concerns, EU Political Tensions, and Nvidia Anticipation: PALvatar Market Recap, August 27 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 global market response to political tensions and economic signals. T…
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At The Money: Buying into the Ownership Society
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How would you like to move from Labor to Capital? You can, by shifting some of your compensation from cash to equity. There are some tricky tax rules to learn, but potentially big gains to be had. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Rit…
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Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
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This episode is brought to you by Fundamental Edge, the leaders in buyside analyst training. Reserve your spot in their new AI Academy: https://www.fundamentedge.com/ai-academy In the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations, but not all these anonymous profiles ar…
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COMING SOON - Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal
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I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…
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112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
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The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…
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Real Vision x Sui: How Web3 Will Disrupt Every Business Model (ep. 3)
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🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF. In the penultimate episode of the series, we break down what it takes to build a category-defining brand in Web3 and financial media.It's a world of faster operations and cheaper processes that create new ways of conducting business, especially with **Web3**. The b…
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