Superinvestors and the Art of Worldly Wisdom

#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’


Listen Later

It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the mania in green energy stocks. Considering how relevant Diego's framework is to the current market environment and how dramatically the macro backdrop has changed since we last spoke, I thought it would be an opportune time to have him back for a follow up conversation. In this episode, Diego shares his views on the misconceptions underpinning all sorts of asset bubbles at present and how a paradigm shift in inflation threatens to play the role of pin to each of them. He also discusses why he believes cryptocurrencies are, in fact, a bubble and how they have created another opportunity in what he sees as one of the oldest and most enduring of antibubbles: gold. For links and notes related to this episode visit TheFelderReport.com
...more
View all episodesView all episodes
Download on the App Store

Superinvestors and the Art of Worldly WisdomBy Jesse Felder

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

408 ratings


More shows like Superinvestors and the Art of Worldly Wisdom

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

588 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,066 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,439 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

656 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

304 Listeners

Excess Returns by Excess Returns

Excess Returns

71 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,347 Listeners

The Business Brew by Bill Brewster

The Business Brew

247 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

389 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners