Podcast Episodes

BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

This week Kevin and Patrick welcome, Guenter Grimm . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term infl…

14 hours ago

PATIENCE IS LIKE A MUSCLE (Guest: Leslie Harris)

This week Kevin and Patrick welcome, Leslie Harris. They discuss his years trading with Morris Sachs, we put him on the trading couch and hear what m…

2 weeks ago

THE WILE E. COYOTE MOMENT (Guest: Matt Zeigler)

This week Kevin welcomes, Matt Zeigler. They discuss portfolio construction, the risk a lot of clients and advisors miss and why the investment busin…

4 weeks ago

WEAPONIZE THE PERIODIC TABLE (Guest: Tony Greer)

This week Kevin & Patrick welcome, Tony Greer. They discuss his trading successes and mistakes, as well as the current market environment and why he …

1 month, 1 week ago

ROI not AGI (Guest: Leonid Mironov)

This week Kevin & Patrick welcome, Leonid Mironov. They discuss Leonid’s new gig with Louis Vincent Gave, why he thinks Chinese stocks are still a bu…

1 month, 3 weeks ago

REAL OPTION TRADERS DON’T GO TO DINNER PARTIES (Guest: Bohan Jiang)

This week Kevin & Patrick welcome, Bohan Jiang. They discuss how the institutional option market making works, how the crypto option space can be les…

2 months, 1 week ago

LOUIS TURNS THE TABLES ON KEV (Guest: Louis-Vincent Gave)

This week Louis-Vincent Gave turns the tables on Kevin, and asks him the questions…

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2 months, 3 weeks ago

NARRVOL (Guest: Sam Rines)

This week, it’s an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sunda…

3 months ago

Straws Accumulating on The Camel’s Back (Guest: Brian McCarthy)

This week Kevin & Patrick welcome, Brian McCarthy. They discuss the war in the Middle East, what that means for markets, and why he would be on the o…

3 months, 2 weeks ago

I WALK IN CARRYING ROAD KILL (Guest: Trader Ferg)

This week Kevin & Patrick welcome, Trader Ferg. They discuss, a contrarian investing mindset, commodity and energy opportunities, China/emerging-mark…

4 months ago