Sign up to save your podcasts
Or
Share 200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)
In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hedge fund manager. They have a terrific discussion about the problems with the 60/40 portfolio, active vs. passive, ESG and what he thinks is the biggest risk out there – inflation.Then, Will Thomson from Massif Capital is back on the show to talk about his latest gold pick and the problems with the Chinese nuclear leak.
View all episodes
4.8
347347 ratings
In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street as a derivatives trader and hedge fund manager. They have a terrific discussion about the problems with the 60/40 portfolio, active vs. passive, ESG and what he thinks is the biggest risk out there – inflation.Then, Will Thomson from Massif Capital is back on the show to talk about his latest gold pick and the problems with the Chinese nuclear leak.
More shows like The Market Huddle
View all
Top Traders Unplugged
588 Listeners
Macro Voices
3,065 Listeners
Hidden Forces
1,439 Listeners
Real Vision: Finance & Investing
910 Listeners
Hedgeye Podcasts
197 Listeners
Alpha Exchange
82 Listeners
Macro Hive Conversations With Bilal Hafeez
97 Listeners
Eurodollar University
460 Listeners
The Grant Williams Podcast
1,343 Listeners
Supply Shock
112 Listeners
Wealthion - Be Financially Resilient
371 Listeners
Forward Guidance
274 Listeners
The Macro Trading Floor
212 Listeners
Thoughtful Money with Adam Taggart
390 Listeners
Monetary Matters with Jack Farley
92 Listeners