Best Inside Arbitrage Podcasts (2025)

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The Case for MicroCaps and Why We're in the Early Innings of a New Cycle that Favors Smaller Companies with Doug Porter, Portfolio Manager and Senior Research Analyst at Acuitas Investments 37:00

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2h ago37:00

37:00

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, "The Case for MicroCap." For most of you listening in, you're already a diehard MicroCap-per, and we've all succumbed to the altar to the merits of hunting in inefficient ma…

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TCW’s Horton on Transforming Legacy Industries 40:23

9h ago40:23

40:23

AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Eli Horton…

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A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42 1:01:42

2h ago1:01:42

1:01:42

We’re proud to release this week’s special episode, an interview with our wonderful guest, Gautam Baid. Gautam is a CFA charterholder and the author of the international best-seller, The Joys of Compounding, a book that was shortlisted in the Berkshire Hathaway selection of 2025. Gautam is also the Managing Partner of Stellar Wealth Partners India …

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SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle 1:05:35

3d ago1:05:35

1:05:35

Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substack, SuperSpiked, explaining that the branding harkens back to the 2004 call for a super cycle, though the current framework emphasizes multi-year "super…

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2352 FBF: Sara Silverstein – How To Lie With Statistics and Ridiculous Correlations, Business Insider 41:07

5d ago41:07

41:07

This Flashback Friday is from episode 475, published last February 11, 2015. In today's Creating Wealth show, Jason first talks about statistics and how so many people use it to manipulate others. He also talks about how there are still a few Meet the Masters home study courses left, so do not forget to order them now while supplies last! Sara Silv…

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2351: Doomers vs. Bears and Why the Empowered Investor Should Always Maintain Control 34:34

6d ago34:34

34:34

Today, Jason offers investment guidance, beginning with a discussion on the United States housing market, noting the significant pent-up demand from would-be buyers due to high interest rates and low sales volume. He then promotes income property as the most historically proven asset class, emphasizing the benefit of inflation-induced debt destruct…

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309 · Diego Ivan Cortes Lopez - Winning Through Losing: When 30% Is Enough 1:03:10

8d ago1:03:10

1:03:10

How a trader from Dallas built consistency—and a simple lifestyle of freedom in Southeast Asia—with a 30% win rate. Diego Ivan Cortes Lopez grew up chasing perfection on the tennis court, where winning came naturally, but it was trading that taught him how to win by losing. After years of trial, error, and a six-figure setback, studying the methods…

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The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41 29:51

6d ago29:51

29:51

We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform. Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, s…

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2350 FBF: John Gray - NY Times Bestselling Author of 'Men Are From Mars, Women Are From Venus' 58:11

12d ago58:11

58:11

This Flashback Friday is from episode 270 published last July 24, 2012. Relationship expert and best-selling author, Dr. John Gray, joins Jason Hartman to talk about research studies and Dr. Gray's new work, "Boys to Men." Dr. Gray talks about how his observations have been backed up by and further explained by brain studies, showing obvious differ…

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Trading Games 1:05:58

10d ago1:05:58

1:05:58

Kris Abdelmessih writes the Moontower newsletter which is required reading for any edge seeking generalist who wants to learn about the world of volatility. Kris got his start as a trader over 20 years ago with Susquehanna. He talks about getting the job, SIG’s training program, and the “degenerate atmosphere.” Kris also talks about his career wher…

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2349: Massive Housing Demand Opportunity: How Declining Household Sizes and Marriage Rates Drive Real Estate Profits 31:49

12d ago31:49

31:49

Jason discusses various economic and cultural trends impacting real estate investment. The core argument revolves around the decline in household size due to factors like lower marriage and fertility rates, the rise of feminism, and government policies like welfare programs, which consequently increases demand for housing units. Jason connects thes…

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Why Bitcoin’s Biggest Threat- and Opportunity Might- Come from Quantum Physics 19:50

14d ago19:50

19:50

“Quantum computing is taking the laws of nature — light, heat, entanglement — and turning them into a new kind of computer. When that happens, the way we think about Bitcoin’s security will have to change forever.” — Charlie Shrem This week on The Charlie Shrem Show, we go deep into the strangest frontier yet: the intersection of Bitcoin, cryptogra…

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GQG Partners’ Sid Jain on Forward-Looking Quality 25:39

15d ago25:39

25:39

High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Christopher Cain, US quantitative strategist at BI, speak with Sid Jain, deputy portfolio…

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Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40 26:48

14d ago26:48

26:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including multiple…

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The DOPE Cycle: Doubt, Optimism, and Oil Market History 58:13

16d ago58:13

58:13

This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil market cycles. Connors explains his long-term analysis, introducing the "DOPE cycle" (Doubt, Optimism, Parabolic Euphoria), and suggests the current oil market finds itself in the early "doubt …

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2348 FBF: Mitchell Zuckoff – How To Spot Bad Deals & The Original Ponzi Scheme with Author & Professor at Boston University 47:07

18d ago47:07

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This Flashback Friday is from episode 457 published last December 27, 2014. Jason is extremely excited about the upcoming Meet the Masters event and hopes you'll be able to join him this year. In his Creating Wealth intro, he talks about Houston, oil prices, the negatives of investing in North Dakota, and looking out for the crooks that just want t…

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Aluula Composites (TSX-V: AUUA): Fusing High Performance and Sustainability in Next-Gen Materials 37:49

18d ago37:49

37:49

My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stro…

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2347: Co-Living Secrets: Unlocking 37% Annual ROI and 14% Cash-on-Cash Returns 31:40

19d ago31:40

31:40

Today's episode is an excerpt from Jason's Wednesday masterclass podcast focusing on co-living as a real estate investment strategy, featuring an expert named Eric Halverson, focusing particularly on the Phoenix market. Jason explains his previous skepticism and newfound confidence in co-living due to the increasing housing shortage and shrinking a…

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The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39 32:40

21d ago32:40

32:40

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2346 FBF: The Implications of America's Past, Present & Future with Peter Zeihan Author of 'The Accidental Superpower' 48:13

26d ago48:13

48:13

This Flashback Friday is from episode 442, published last November 22, 2014 Geography and demographic patterns prove their importance in the discussions featured on today's Creating Wealth Show. Jason Hartman talks to Peter Zeihan, author of The Accidental Superpower, about the many factors which have affected the economic and social growth of Amer…

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2345: Save $1,100 on Average: Lowering Your Home's Property Tax Bill with Ownwell CEO Colton Pace 17:03

28d ago17:03

17:03

Jason interviews Colton Pace, the founder and CEO of OwnWell, who explains how his company helps homeowners reduce their property tax assessments through data mining and targeted marketing. Colton discusses the company's success rate in helping customers save money through property tax appeals, with their service operating on a contingency fee basi…

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Baron’s Lippert on Secular Growth and Technology 33:29

27d ago33:29

33:29

Despite tariff-related concerns, corporate earnings, especially in the S&P 500, have been stronger than expected. In this episode of Inside Active, host David Cohne, mutual-fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US Small Cap and Sector Strategist at Bloomberg Intelligence spoke with Michae…

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308 · Jack Schwager and Emanuel Balarie - Market Wizards, Measured: Inside the Criteria, Craft, and Grit 57:41

30d ago57:41

57:41

We’re joined by Jack Schwager—author of the legendary Market Wizards series and co-founder of FundSeeder—along with his partner and fellow co-founder & CEO, Emanuel Balarie. Jack shares what it really takes to be considered for a Market Wizards book: not one formula, but a mix of standout performance, disciplined risk, and an almost obsessive commi…

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The Largest Insider Purchase Ever – The Special Situations Report Episode #38 39:51

29d ago39:51

39:51

Summary: We are continuing with our new format by focusing on four key stories, including a deal between the two largest real estate brokerage companies Anywhere Real Estate and Compass, a combination of stock buybacks and insider buying at the semiconductor company Marvell, the largest insider purchase ever and Elliott’s involvement with enterpris…

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Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe 1:00:40

1M ago1:00:40

1:00:40

In this episode of Oil Ground Up, host Rory sits down with June Goh, Senior Market Analyst at Sparta, for a masterclass on the physical oil market. With a background as a chemical engineer and years of experience in scheduling, trading, and strategy at Shell's Pulau Bukong refinery, June offers a uniquely nuanced and holistic understanding of how r…

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2344 FBF: Exporting Free Trade & Warfare with Sean Haugh - 2014 Libertarian Candidate for the US Senate in North Carolina 57:51

1M ago57:51

57:51

This Flashback Friday is from episode 427 published last October 17, 2014 On today's Creating Wealth Show, Jason Hartman talks about the vital side of investing that is construction cost. As an investor within real estate, it's so important to know the situation, whether it be adjusting how much you pay contractors to match with the area itself or …

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Compounders, Value Today, and Value Tomorrow with Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management 43:34

1M ago43:34

43:34

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.” We dive into Wh…

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2343: Long-Term Strategies for Ultimate Tax Deferral: Understanding Depreciation, Cost Segregation and Mastering 1031 Exchanges with Jack Evans 36:01

1M ago36:01

36:01

Jason addresses investors, first focusing on personal finance issues like taxes then discusses the current state and future of the housing market. He shares optimistic news regarding Federal Reserve rate cuts and the resulting positive impact on housing demand, predicting a surge in potential buyers and subsequent bidding wars due to low inventory.…

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Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37 1:14:40

1M ago1:14:40

1:14:40

We’re proud to release this week’s special episode, an interview with our wonderful guest, Evan Tindell. Evan is the Co-Founder and Chief Investment Officer of Bireme Capital, where he develops firm-wide investment strategy and performs both bottom-up research and portfolio management for the flagship Fundamental Value strategy. Evan was formerly a…

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2342 FBF: Big China with Consuelo Mack Host of 'WealthTrack' on PBS & Former Editor of 'The Asian Wall Street Journal Report' 36:42

1M ago36:42

36:42

This Flashback Friday is from episode 431 published last October 28, 2014. The impact of technology and the future of development plays a big part in today's Creating Wealth Show. Jason Hartman talks about America's growing role in this changing society, and makes particular note of the ever-increasing contributions of Generation Y. Later, he invit…

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Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices 54:39

1M ago54:39

54:39

Today we speak with Dr. Ilia Bouchouev, former President of Koch Global Partners where he launched and managed the global derivatives trading business for over 20 years. Traditional supply and demand models no longer explain the oil market, where the correlation between fundamentals and price is now close to zero. Ilia leads Rory into a narrative a…

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2341: The Influence of Charlie Kirk, Housing Shortage, Not Oversupply: Kevin Erdman Debunks the 2008 Great Recession Myth 50:53

1M ago50:53

50:53

Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Jason talks about political violence and media coverage, followed by an analysis of the housing market and recent rate cuts. He introduced various investment opportunities, including co-living properties and home equity investments, while dis…

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Why International MicroCaps Are a Target-Rich Universe with Ben Finser, Founder and Portfolio Manager at Fin Capital Management 1:05:10

1M ago1:05:10

1:05:10

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus…

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Cusana’s Marshall-Lee on Founder-Led Companies 39:22

1M ago39:22

39:22

Emerging markets have had one of the strongest years since 2017, with currency appreciation a key driver of returns. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, BI’s senior Asia equity strategist spoke with Robert Marshall-Lee, founding pa…

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307 · Mario Dimitroff - The Gamer’s Edge: High-Win Scalping in Pre-Market Madness 1:13:40

1M ago1:13:40

1:13:40

A former competitive gamer, Mario Dimitroff from Bulgaria got his start on a local trading floor before discovering that the U.S. premarket session best fit his skills. Now trading for a living and doing nothing else, his news-driven, event-based scalping focuses on low-liquidity movers. Leveraging gaming-honed speed and pattern recognition, he qui…

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Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36 31:26

1M ago31:26

31:26

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new style for today’s podcast – where they discuss four key st…

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Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility 1:07:47

2M ago1:07:47

1:07:47

ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial risk management tools designed to shift, not destroy, market risk. The episode frames this through the practical scenario of advising a regional airline o…

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2340 FBF: The Power of Belief with Dr. Jill Ammon-Wexler Pioneering Psychologist & Author of 'How Successful People Think Smart' 1:09:06

2M ago1:09:06

1:09:06

This Flashback Friday and 10th episode is from Creating Wealth 410, published last September 8, 2014. Dr. Jill Ammon-Wexler is a doctor of psychology with over 45 years of pioneering brain/mind research experience. In addition to teaching mind power methods in universities and corporations, she was invited by former President Jimmy Carter to suppor…