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 Mai 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 Apr 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 Apr 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 Apr 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 Apr 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 Mar 20171h 2min
Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust
The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', M...
23 Mar 20171h 2min
Adventures in Finance 7 - The Triggering: Article 50 and Brexit
Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein,...
17 Mar 201758min
