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
Adventures in Finance 6 - Satellites, Big Data and Finance
Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray R...
9 Mar 201755min
Adventures in Finance 5 - China’s One Belt One Road
Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares...
2 Mar 201753min
Adventures in Finance 4 - Analyzing Cyclical Market Behavior
Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on go...
23 Feb 201752min
Adventures in Finance 3 - Opportunities in German Real Estate
Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Mana...
9 Feb 201754min
Adventures in Finance 2 - Geopolitical Framework for Investing
No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co...
2 Feb 201757min
