Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

Harry Markopolos was the lone whistleblower on Bernie Maddoff's $18 billion Ponzi scheme and, in this interview, takes the whole regulatory and accounting apparatus to task in a way that will have you thinking differently about institutions that guard the public trust. In 'Things I Got Wrong', Marin Katusa, professional resource investor and founder of Katusa Research, shares what he got wrong going all-in on a mining company early in his career. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Juni 20171h 9min

For years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to modern civilization with Dee Smith, CEO of Strategic Insight Group, and Kowsik Guruswamy, CTO of Menlo Security. In ‘Things I Got Wrong’, we speak with Greg Weldon, CEO of Weldon Financial, about what he got wrong shorting the Malaysian Ringgit during the 1997 Asian financial crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Juni 20171h 18min

If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pomboy, economist and founder of MacroMavens, someone that has consistently got it right in predicting US consumer trends and has the inside track on where the US consumer is headed next. In ‘Things I Got Wrong’, we speak with Jerry Haworth, CEO of 36 South Capital Advisors, about what he got wrong shorting the Nasdaq in 1998. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Juni 20171h 3min

Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlying blockchain technology have opened up a universe of applications that have the potential to revolutionize entire industries and economies. In 'Things I Got Wrong', we speak with Jesse Felder, publisher of the Felder Report, about what he got wrong while holding a stock in a sector the government wanted dead. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Juni 20171h 8min

Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it means for markets and society. In 'Things I Got Wrong', Simon Mikhailovich, Founding Partner of Toqueville Bullion Reserve, shares what he got wrong about liquidity and leverage during 2007. (A very special thanks and congratulations to our producer, James, and his Mrs. on the arrival of their baby girl, Hayley!) Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Maj 20171h 9min

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, and the next one might be the biggest one yet. In 'Things I Got Wrong', and back by popular demand, Chris Cole, CIO of Artemis Capital Management, talks about what he got wrong in adjusting his systematic strategy to a new market regime. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Maj 20171h 2min

"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 Director of Investment at PFP Wealth Management and author of Investing Through the Looking Glass, kicks off our extended look at the history of financial crises and scandals, and what they can tell us about the future. In 'Things I Got Wrong', Alex Gurevich, CIO of HonTe Investments, shares what he got wrong about conflating market forecasting with other realms of expertise.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Maj 20171h 15min

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 biggest challenges facing the industry and major blind-spots few are aware of. In 'Things I Got Wrong', Daniel Want, CIO and co-founder of Prerequisite Capital Management, shares what he got wrong about the end-game in Australian real estate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Maj 20171h 8min