Sep 16, 2020
Value Stock Geek, well known on the Twittersphere as @ValueStockGeek, joins the podcast to discuss his concept of the "weird portfolio."
This portfolio allocates to gold and real estate as well as stocks and Treasuries.
The guest also revisits his prediction from his first visit to the podcast last year, when he said...
Sep 2, 2020
University of Oxford economist John Kay joins the podcast to discuss his recent book, "Radical Uncertainty" and its lessons for financial markets in the age of COVID-19.
Content (Spotify users can skip to the segment by clicking on the timestamp):
- The premise for the book: Frank Knight, Milton Friedman and the pendelum...
Aug 26, 2020
Genna Lozovsky of Sandglass Capital Management joins the podcast to discuss investing in emerging markets distressed debt and credit.
Sandglass Capital invests in sovereign and corporate credit across global EM, typically seeking to be a liquidity provider "at prices that we think significantly underestimate the...
Aug 7, 2020
Eric Chung, chief investment officer of Lighthaven Capital Management, joins the podcast to discuss his view that math, financial models, and algorithms are insufficient when it comes to investing.
"The widespread use of math in the investment management industry, while it can be helpful ... I think there's been...
Jul 28, 2020
The evolution of media has led to a "disconnect" between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research.
"We are on the precipice of COVID almost being over, or functionally as a major impact on society, mortality, etc.," says Abeyta. This,...