Nov 12, 2019
Andrew Redleaf is best known as the founder of Whitebox Advisors, a hedge fund that at its peak managed $6 billion. He joins the podcast to discuss his thesis that the world is increasingly bifurcated between those who have access to cheap capital and those who do not.
The contrarian take on low interest rates...
Oct 28, 2019
Nancy Davis of Quadratic Capital joins the podcast to discuss the danger of interest rate volatility risk.
The market is at "peak confidence of central banks being able to control markets" (2:27), as evidenced by the historic low in all gauges of interest rate volatility (5:36). The risks of stagflation (8:37) and a...
Oct 16, 2019
Peter Borish is a founding partner at Tudor Investment Corp and current chief strategist at Quad Group. In his long career on Wall Street, Borish has seen multiple market cycles and met with and allocated to many hedge fund managers. He shares his wisdom with listeners.
The need for active management in today's...
Oct 9, 2019
Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his background and how he came to start his investing service.
Labor markets, consumer spending speak to strong economic...
Sep 25, 2019
Rupal J. Bhansali joins the podcast to discuss her just-published book "Non-Consensus Investing: Being Right When Everyone Else is Wrong."
Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the...