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Steve van Metre has a long bond thesis, which we discuss at length in this interview. He is outspoken when it comes to his knowledge of the monetary system, and here, we explore the various aspects of the monetary system.
A very insightful and informative interview!
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Danielle Booth is the CEO and founder of Quill Intelligence. In this interview we go into what the Fed is really up to, how Danielle would fix the Fed if she had the chance, the future of Central Bank digital currencies and much more!
An incredible interview!
Hosted on Acast. See acast.com/privacy for more information.
Jack Schwager is a very very well known figure in the investment world. He's the author of 5 "Market Wizards" books, along with the "Schwager on Futures" series.
Here we discuss his story, his journey to writing MW Books, whether technicals have an edge, and what he's learnt from talking to various investors and traders. An absolutely splendid interview!
Hosted on Acast. See acast.com/privacy for more information.
Raoul Pal is the co-founder and CEO of Real Vision and a legend in the macro world. Here we discuss the insolvency phase of the COVID economic crisis, how Raoul Pal invests as a macro guy and the Retirement Crisis that Raoul Pal has been worried about for so long and how that fits in with COVID-19.
Absolutely fantastic interview!
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Anthony is the co-founder of Morgan Creek Digital and writes a daily letter on crypto, finance and the economy. He's a big bull on crypto and here we discuss what the bullish case for bitcoin is, why the current system isn't very good and what can be done about it.
Also, we talk about personal branding and the future of business as well, and how it all works. Fantastic interview!
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Teddy Vallee is a macro investor and the founder and CIO of Pervalle Global. He shares what he's watching during these uncertain times, how he builds proprietary indicators and what risks he's watching over the next 12-24 months!
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Edwin has been finding short ideas for a very long time, and in this podcast, you can find how he sources ideas and researches them. He's also the publisher of The Bear Cave Substack newsletter.
Subscribe to The Bear Cave newsletter: http://thebearcave.substack.com/
Find him on Twitter: www.twitter.com/StockJabber
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Tyler DuPont is the founder and CEO of Augury Research, a collaborative research team. He's been in the markets since high school and it's his second appearance on the podcast. Here, he talks about his investment strategy, how he finds trades and his premiere strategy- short selling.
He's a great value investor and also talks of the importance of building a playbook!
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The Dollar Milkshake Theory is a very important theme at Brent Johnson's fund Santiago Capital. We talk a lot about the dollar, gold, bitcoin and how he is playing the milkshake theory at Santiago.
Incredible episode!
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Sri T is the Director of Research at the Jerome Levy Forecasting Center, a macroeconomic research firm. It's an incredible conversation with lots of amazing insights offered.
I had the opportunity to sit down with Sri T and get his thoughts on the COVID crisis, the central bank response, sorry advice given to central banks like the RBI and the approach he uses to help forecast profits.
All in all, some terms may not be familiar with a layman, but it was an absolutely fire conversation!
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