Podcast Episodes

The new phase of the economy and short trading explained

Season 2 Episode 299

With the latest macro-economic cycle coming to an end, let’s look at what’s next on the horizon and how to spot companies that are over-value with the help of the legend himself: Jim Chanos

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Published on 3 years ago

The end of competence

Season 2 Episode 298

As we near the end of 2022 let’s look at the year that’s been, identify takeaways of what has passed and have a chat about what might be on the horizon for 2023

Hosted on Acast. See acast.com/privacy…

Published on 3 years ago

Adam Smith was wrong: we need to diversify, not specialize

Season 2 Episode 297

The crazy things about economics is that so much of what we’re taught growing up is actually wrong. Today we take a look at the myth about specialization by talking about Fitzcarraldo, biology and th…

Published on 3 years ago

The End of a 14-year Bull Market

Season 2 Episode 296

The credit cycle is an unforgiving master, as interest rates rise, different questions are asked about both companies and investments. We examine the new world of positive interest rates and what it …

Published on 3 years, 1 month ago

Finding Russia’s Remote Killers

Season 2 Episode 295

As the war between Russia and Ukraine grinds into winter, Putin's new strategy is to destroy Ukrainian infrastructure. What it couldn't achieve on the battle field Russia aims to achieve in the livin…

Published on 3 years, 1 month ago

The great crypto collapse

Season 2 Episode 294

We've always been "Doomcoiners" - yes, you guessed it, not fans of crypto. Now you know why. A passing understanding of monetary economics and monetary history would have warned anyone to be very car…

Published on 3 years, 1 month ago

Planning for 10 Million people

Season 2 Episode 293

Ireland's population is set to grow rapidly. Like a parent buying a-size-too-big-clothes for a teenagers, the State needs to be building infrastructure for an island population of 10 million. We expl…

Published on 3 years, 1 month ago

The nature of money

Season 2 Episode 292

Join us on this wide ranging conversation on the nature of money that might change. the way you look at central banks, investments, spending and much more!

Hosted on Acast. See acast.com/privacy for …

Published on 3 years, 1 month ago

Finding the optimal rate of progress & Why adapting is key to success with Nassim Nicholas Taleb

Season 2 Episode 292

The way we connect with our environment helps us evolve, both as humans and in our professional life - But the way it happens might surprise you. Join us to learn why skin in the game is key to succe…

Published on 3 years, 1 month ago

Letter from America

Season 2 Episode 291

I'm in NYC this week and caught up with Jeff Goldberg, editor of The Atlantic magazine. With the American midterm elections, the collapse of FTX exchange and Ukraine's victories in the field, we disc…

Published on 3 years, 1 month ago