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Mike is the CIO at Sachem Cove Partners, and Tim is an analyst at the same. Here, they discuss the bullish case for uranium, talk about where the cycle is headed, how the cycle works and what makes it so asymmetric!
An absolutely wonderful interview!
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Maj is the founder of Geo-Investing and was part of The China Hustle documentary. Here he discusses how he approaches equity analysis, how he found shorts and the Chinese stock market.
An awesome podcast!
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
This episode of Market Champions features Billy Duberstein, founder and manager of Stone Oak Capital. Billy is predominantly a tech investor, and here we talk about 5G, it's implications, why he's bullish on Micron and T-Mobile, what to expect over the next decade, his process for finding investments, whether tech is a bubble and much more!
Absolutely fantastic interview!
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Euan is the king of options/volatility trading and has written 3 books on the matter. In this episode, we go into the details of Euan's methodology, how he finds overpriced volatility, the steps in developing an edge and much more!
Hosted on Acast. See acast.com/privacy for more information.
Larry is the founder of Bear Traps Report, which is a live distribution platform for INSTITUTIONAL investors with 600 institutions to watch what they say/do live, on Bloomberg.
He was formerly a VP at Lehman Brothers and the Head of Macro at Societe Generale. In this episode, we discuss the outcome of the US election, why oil is headed higher, why he's bullish on commodities and much more!
An incredible amount of info in this episode.
Hosted on Acast. See acast.com/privacy for more information.
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