Podcast Episodes

Ep75: Wildest Week I’ve Ever Seen

Episode 76

Where to even begin?  The CPI print would have been top story in just about any other week, but then FTX.com happened.  We recap the week that was, w…

3 years, 10 months ago

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Ep74: When Pivot?

Episode 75

It sucks and we don't want it this way, but the entire financial landscape has been centralized down to the whims of a one Mr. Jerome Powell (or his …

3 years, 11 months ago

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Ep73: Trailing Buy

Episode 74

There have been an unusual amount of bull cases being made in the market the past week or so, and price has followed.  We go over those cases, and di…

3 years, 11 months ago

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Ep72: Time For Silver?

Episode 73

An unusual confluence of events have led us to what might be a perfect zone to enter and re-enter our positions in silver.  Silver investing has been…

3 years, 11 months ago

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Ep71: Walls Closing In For Banks?

Episode 72

We trust banks.  We always have.  But should we still?  A lot has happened in the past two weeks that would make even the most uninformed person reco…

3 years, 11 months ago

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Ep70: Finding Alpha, Part 2

Episode 71

We're not done trying to find alpha in recessionary and depressionary (Is that a word?) times.  After a correction and an expansion on a topic from l…

3 years, 11 months ago

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Ep69: Finding Alpha in a Recession

Episode 70

You don't have to just sit back and play defense during recessions.  There have historically been several places to generate positive returns during …

4 years ago

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Ep68: The Long Road Down

Episode 69

This is more of a "Greatest Hits" episode, as we take inventory of what we have, and what we need going forward.  I still think we have a long way to…

4 years ago

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Ep67: AAVE

Episode 68

I am very bullish on AAVE once the market finally turns around.  But why?  And when is the market expected to turn around?  When is DeFi coming back?…

4 years ago

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Ep66: Asymmetry Is Already Here

Episode 67

This wasn't the case before.  To find the asymmetry I was looking for, I had to go with lower market-cap investments which had less chance to succeed…

4 years ago

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