May 27, 2020
Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis on automakers.
That industry has been disrupted by the entrance of Tesla. Other industries face a similar fate and Katsenelson discusses some of the winners and losers.
May 20, 2020
Dexter Roberts joins the podcast to discuss his book "The Myth of Chinese Capitalism."
In Roberts' view, economic reforms have already been curtailed under current political leadership. China's middle class, which has grown almost exponentially in recent decades, remains limited mostly to large coastal cities. The rural...
May 13, 2020
Christopher Brown of Aristides Capital joins the podcast to discuss his investment strategy, which has produced positive returns every calendar year since 2008.
In Brown's view, healthcare and information technology stocks should not be treated as defensive investments that will protect portfolios in times of stress --...
May 6, 2020
Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund's strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns.
The three ETFs track short-term Treasuries, long-term bonds, and the S&P 500. Alpine has been actively trading the...