Podcast Episodes
Back to SearchHeliocentrism: Objects may be further away than they appear
Episode 73
Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs a…
1 year, 2 months ago
From Here to Eternity
Episode 72
From Here to Eternity: tracking Trump’s economic, market and constitutional milestones
Whether you’re elated or despondent about the blizzard of chan…
1 year, 3 months ago
Inauguruption: the flurry of Trump 2.0 executive orders
Episode 71
Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-lov…
1 year, 4 months ago
Eye on the Market Outlook 2025: The Alchemists
Episode 70
Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sec…
1 year, 4 months ago
The Year of Living Dangerously
Episode 69
I was visited by six ghosts recently warning me of dangers related to predictions, allocations, apparitions, legalizations, expurgations and ablation…
1 year, 5 months ago
"Kamilton": the 2024 election and who tells your story
Episode 67
A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing…
1 year, 6 months ago
The Thucydides cap on the China equity rebound trade
Episode 66
For participants in the China equity rebound trade: once you hit your return targets, take the money and run.
Click here to read the full PDF and vie…
1 year, 7 months ago
Mind the Gap: a historically polarized US election
Episode 65
Candidate policy comparisons in a historically polarized US Election; China stimulus package
The US is about to conduct its most polarized President…
1 year, 7 months ago
A severe case of COVIDIA: prognosis for an AI-driven US equity market
Episode 64
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital …
1 year, 8 months ago
There’s no place like home
Episode 63
A surge in the Japanese Yen is resulting in home repatriation of Yen-funded positions overseas, and close-out of Yen-funded positions abroad. While G…
1 year, 8 months ago