Episode 150: Sanctions, Oil and Three Years On
150 episodes. Over three years of cutting through the noise together. To mark it, Steve, Tom and Jacob run through this week's biggest stories: new US sanctions on Iran and what they mean for oil, why...
30 Elo 47min
Ep 149: The World Order Is Breaking, and Why Australian Property Isn't Coming Back
This week Steve, Jacob and Tom cover the shifting global order, why America is pulling back from being the world's policeman, and what that means for trade, tariffs and geopolitics. They also break do...
23 Elo 48min
Episode 148: The Anti-Fragile Investor Part 2
Part 2 of the Anti-Fragile Investor. Steve Moriarty and Jacob Senior move from theory to practice, walking through Taleb's six operational principles, the barbell strategy, and why volatility drag mak...
16 Elo 41min
Episode 147: Oil Wars, Crypto Chaos and a $20 Billion Leverage Lesson
Oil is swinging wildly as tensions in the Strait of Hormuz escalate and Trump pushes for a deal. A $116 million crypto hack just hit cold storage wallets across 5,200 addresses. And a 25 year old "gen...
9 Elo 41min
Episode 146: The Antifragile Investor (Part 1)
Markets can go sideways for ten or fifteen years. The CAPE ratio sits at 42. Global debt is stretched, and retail investors are piling into property, Bitcoin, and leveraged ETFs. So what happens next,...
2 Elo 39min
Episode 145: The Property Game Is Over
Oil just jumped 20% in a fortnight, the US market is priced for perfection, and Australian property looks like it has finally rolled over. Red flags are everywhere.Steve, Tom and Jacob run through the...
26 Heinä 45min
Episide 144: Everybody's Knackered: Oil, Chips and Chokepoints
Steve, Tom and Jacob are back (with working microphones this time) to unpack a week where the cracks got harder to ignore.The Iran ceasefire has collapsed, tanker traffic through the Strait of Hormuz ...
19 Heinä 44min
Episode 143: A TMM Monologue
Episode 143: A TMM MonologueThe ceasefire didn't hold, and neither did the calm. This week Steve flies solo (audio only) with a look at what the renewed Iran-US conflict means for oil, helium and fert...
15 Heinä 16min
