Podcast Episodes
Back to SearchMike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking
Mike is the Chief Executive Officer of ReSolve Global Asset Management. He has over 29 years of experience in investment management and is responsibl…
3 years, 10 months ago
Tymofiy Mylovanov on Ukrainian Resistance, Russia's Hidden Economic Weapon and Germany's Error
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are ma…
3 years, 11 months ago
Phil Suttle on the Inflation Combustion Model, the Fed's Errors, and US Housing
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International …
3 years, 11 months ago
John Butler on Stagflation, Financial Instability, and World Wars
John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge…
3 years, 11 months ago
Daniel Zwirn on Finding Value in the Biggest Bubble in History
Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP. Arena is a $3.4 billion global investment firm focusing on special situations asset …
3 years, 11 months ago
Josh Young on $200 Oil and the Structural Energy Supply Problem
Episode 107
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are ma…
3 years, 11 months ago
Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes
Episode 106
Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in in…
4 years ago
Dominique Dwor-Frecaut on the Coming US Recession, and Fed's Communication Problem
Episode 105
Dominique Dwor-Frecaut is a macro strategist for Macro Hive based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates…
4 years ago
Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
Episode 104
This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are ma…
4 years ago
[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict
Episode 103
Timothy is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. P…
4 years ago