Giving voice to those who question a prevailing narrative in global financial markets
This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page.
Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities.
And of course how this all impacts his trading strategy.
Content Highlights
This podcast episode was recorded Friday, March 29, 2024 and made available to premium subscribers the next trading day. To become a premium subscriber and take advantage of a host of other benefits, visit our substack.
Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns are overdone, and to provide one stock pick -- and it's not Nvidia, though he does discuss that at some length.
Some mature language is used at a few points. Sensitive listeners should be advised.
The guest's microphone setup is significantly better than the host's so don't get discouraged by the host sounding like he's hiding in a cave at the open.
Content HighlightsThis podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack.
Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows.
Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear!
Content Highlights
This podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium memberships visit our Substack.
Mark Higgins, author of the new book, Investing in Financial History, joins the podcast to discuss lessons from the past and what period is the most appropriate point of comparison to today's market environment.
Content HighlightsThis podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast.
Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio.
Content HighlightsScott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024.
This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content HighlightsThis episode was recorded on Jan. 8, 2024, and made available to premium subscribers the following day -- without ads or announcements. For details on how to become a premium subscriber (it's very easy), visit our Substack or Supercast.
Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his outlook for the economy and markets in 2024.
Content HighlightsThis podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up through our Substack or Supercast.
Jared Dillian of the Daily Dirt Nap joins the podcast to discuss his bullish views on short-term Treasuries and less optimistic outlook for the US economy. He also discusses his work as an author and views on disparate issues facing society.
Note: The podcast episode contains some mature language.
Content HighlightsMention this podcast for a generous discount on the Daily Dirt Nap!
This podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber, sign up through our Substack or Supercast.
Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks.
Content HighlightsThis episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast.
Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets.
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