Jun 10, 2025
Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.
This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership...
May 13, 2025
Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets.
This podcast episode was recorded on May 8, 2025. An ‘actionable highlights’ reel was published that day for premium subscribers, who...
May 6, 2025
Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities…
Mar 31, 2025
AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle.
This podcast was recorded on Monday, March 17, 2025 and was made...
Mar 18, 2025