Podcast Episodes

FOXES & HEDGEHOGS (Guest: Jacob Shapiro)

This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where Jacob sees the best opportunities going forward.

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Published on 1 day, 10 hours ago

DOOM AND GLOOM SELLS (Guest: Kuppy)

This week, Patrick is STILL on vacation… so we’re joined by local legend, Kuppy to discuss the massive CAPEX spend in A.I. and why he thinks it’s not only unsustainable, but also extremely dangerous.…

Published on 2 weeks, 1 day ago

Valuation Crimes (Guest: Rupert Mitchell)

This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas!

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Published on 3 weeks, 1 day ago

“An Empty Room Kinda Guy” (Guest: Robert Mullin)

This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shocks in years, and how Robert is positioning his portfol…

Published on 1 month ago

Get In Now! (Guest: Leonid Mironov)

This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news for China—and how he’s positioning himself to benefit. …

Published on 1 month, 2 weeks ago

The Economy Is Near Stall Speed (Guest: Peter Berezin)

This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.

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Published on 2 months ago

Crude Oil SURGE, Middle East ESCALATION & What It Means For Markets!

This week, Patrick and Kevin catch up on the latest market moves, discuss the Middle East tensions and how it’s affecting crude oil prices.

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Published on 2 months, 2 weeks ago

KEV’S Back! And So Is the Drama…

This week, Patrick and Kevin catch up on all the market drama!

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Published on 2 months, 4 weeks ago

Markets Right Now: Tony Greer on Stocks, Commodities & More

This week, Patrick welcomes back to the show, Tony Greer. They discuss the market conditions today and get Tony’s big picture view!

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Published on 3 months, 2 weeks ago

Global Macro Strategist: “What Everyone Gets Wrong About the Fed”

This week, Patrick gets Vincent Deluard’s view on these current market conditions.

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Published on 3 months, 4 weeks ago