Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk
What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions...
19 Touko 20171h 2min
Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)
"The farther back you can look, the farther forward you are likely to see", Sir Winston Churchill. Men and women of historical significance understood the importance of history. Tim Price, partner and...
12 Touko 20171h 15min
Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates
The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the bi...
5 Touko 20171h 8min
Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World
Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Manag...
28 Huhti 20171h 13min
Adventures in Finance 12 - Bass and Burbank, A Masterclass
Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wron...
21 Huhti 20171h 7min
Adventures in Finance 11 - Broken Promises: The Impending Global Pension Crisis
The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of trillions in unfunded liabiliti...
14 Huhti 20171h 10min
Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante
Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-s...
7 Huhti 201750min
Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?
Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank ...
30 Maalis 20171h 2min
