Podcast Episodes
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It’s All About Bottlenecks (guest: Paul Krake)
This week we welcome back Paul Krake from View from the Peak. We have a delightfully entertaining discussion about opportunities in the climate marke…
3 years, 6 months ago
Mastering the Luck (guest: John Roque)
This week we have interview only show, but don’t worry – we have a terrific guest. John Roque from 22V Research joins us to discuss why he thinks the…
3 years, 6 months ago
Calibrating the Showerhead (guest: Kuppy)
It’s been a while, but Patrick and Kevin are pleased to welcome Harris Kupperman back to the show for Kuppy’s corner. They talk markets and find out …
3 years, 6 months ago
Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’…
3 years, 7 months ago
Understand the Bond King (guest: Mary Childs)
In this interview-only episode, Patrick and Kevin welcome Mary Childs – author of The Bond King: How One Man Made a Market, Built an Empire, and Lost…
3 years, 7 months ago
Inflation Guy: Super Hero (guest: Michael Ashton)
In this episode, Patri ck and Kevin welcome Michael Ashton from Enduring Investments to the show. They have a great discussion where Mike answers all…
3 years, 7 months ago
Past Peak Hawkishness (guest: Barry Knapp)
In this episode, Patrick and Kevin welcome back to the show Barry Knapp from Ironsides Macro. Whether it’s Barry’s take on inflation, his view on fin…
3 years, 8 months ago
Best Economy in 20 Years (guest: Boris Schlossberg)
In this episode, Patrick and Kevin welcome Boris Schlossberg from BK Forex to the show. They talk about anything and everything, with Boris sharing s…
3 years, 8 months ago
Morning Beers
Trigger warning – it’s only Patrick and Kevin on this week’s show, so if you are looking for some insightful market comments, better skip and wait un…
3 years, 8 months ago
Jack Bogle of Hedge Funds (guest: Andrew Beer)
In this episode, Patrick and Kevin welcome Andrew Beer from Dynamic Beta Investments to the show to talk about his time working with Seth Klarman, hi…
3 years, 8 months ago