SI99: Trend Following on ETFs and how to safely invest more aggressively in stocks ft. Moritz Seibert
In today’s show, we discuss why a great defence is necessary for great portfolios, Trend Following on ETFs, why liquidity is often an under-appreciated factor when choosing markets, why you need to in...
3 Aug 202053min
GM05: FEDs reaction to the Global Pandemic ft. Danielle DiMartino Booth
Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far has been the reactions of central banks to the global...
28 Jul 20201h 1min
SI98: The secret to John. W. Henry's (owner of Liverpool FC and Boston Red Sox) success ft. Mark Rzepczynski
Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon’ was, the most effective way to gain downside prot...
26 Jul 20201h 23min
GM04: Global Macro from a High Level ft. Larry McDonald
Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consulting and investment banking. His bestselling book “...
24 Jul 20201h
GM03: The Dollar losing its Reserve Currency Status ft. Erik Townsend
Todays’ guest is Erik Townsend, host of the Macro voices podcast. Erik has an unusual background, as he had a very successful career as a technology entrepreneur before turning his hand to commodity t...
22 Jul 20201h 4min
SI97: Warren Buffett’s recent ‘value’ purchase ft. Robert Carver
Today, Robert Carver joins us to discuss JP Morgan’s comments on markets being fabricated by central bank liquidity, Tesla’s incredible swings in market cap, thoughts on Warren Buffett’s recent ‘value...
21 Jul 202038min
GM02: The failure of the Dollar ft. Preston Pysh
Our guest for today’s episode is Preston Pysh, founder of BuffetsBooks.com and co-host at The Investors Podcast network. As a graduate of both West Point and John Hopkins, Preston is certainly the onl...
17 Jul 20201h 4min
GM01: The COVID-19 Fallout ft. Julian Brigden
Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a h...
14 Jul 20201h 6min
