The Big Question Podcast

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the first part of the interview.

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I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the final (third) part of the interview.

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I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the second part of the interview.

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Chris Mayer is the investment director at the Bonner family office.

In this episode of the Big Question Podcast Chris and I talk about the perils of index investing, how investors today are increasingly buying stocks and treating them as bonds, why it's harder to say which sector is cheap and which isn't (and what to focus on instead), and investing in frontier markets. Chris also shared two short ideas he took away from the recent Jim Grant's conference.

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Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I talk about the collapse in collateral in the global system, how derivatives pose systemic risk, constructing investment portfolio that is both resilient AND efficient, and much more.

You can listen to my first interview with Daniel here: https://soundcloud.com/big-question-podcast/bqp-031-daniel-want-on-complex-systems-and-deep-thinking

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Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I discuss complex systems and how they really work, how central banks are actually destroying collateral (and why this is so important), indicators that might be telling us the tipping point is near, and much more.

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In this episode of the Big Question Podcast I speak to Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices.

We discuss the global commodity cycle, China and Hong Kong real estate market, sovereign bond markets, coming US election, and global geopolitical situation where Erik believes we're potentially headed for an outright war.

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In this episode of the Big Question Podcast I speak to Todd Harrison, a 20-year Wall Street veteran. After a successful career on Wall Street, Todd went on to found Minnianville Media.

We discuss why the FED “bought the cancer and sold the car crash”, algorithmic trader, and Todd also shares his trade of the decade which is also his current largest trading position.

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This episode of the Big Question Podcast is the second part of the discussion I recently had with to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

Worth and I focus on investing for the next decade. Worth shares his thoughts on robotics, political changes underway in the West, geopolitical instability, and more. We also talk a fair bit about China and why 1 October is so important - not only for China but for the rest of the world as well.

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In this episode of the Big Question Podcast, I talk to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

Worth and I focus on investing for the next decade. Worth shares his thoughts on where to place your capital for the next ten years, how do rising protectionism and technological advancements go together, demographics, and much more.

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