Dec 18, 2019
Lukasz Tomicki of LRT Capital Management joins the podcast to discuss his investing strategy and ideas for 2020.
Contents: The case for Russian natural gas companies (3:05) and healthcare stocks (5:28). What's to like about UnitedHealth (9:24). Background on Tomicki (13:48). Handicapping the 2020 US presidential...
Dec 5, 2019
Nicholas Shaxson, author of The Finance Curse, joins the podcast to discuss his thesis, that the financial sector is at the root of many problems facing economies and society, and where to look for possible solutions.
Content
- The paradox: Too much finance can make you poorer (1:47)
- How did we get here? (3:11)
- Angola as...
Nov 20, 2019
The collective mood and risk appetite of investors may be turning more cautious, but this makes for a more optimistic outlook for risk assets. The author of the Demonetized Blog (and corresponding Twitter account) joins the podcast to discuss this concept and what it means for the economy and markets...
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.
Content:
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...