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...