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XMAS SPECIAL PT.1
HAPPY HOLIDAYS! This is part 1 of our holiday special!
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3 months, 2 weeks ago
DOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)
This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never app…
3 months, 4 weeks ago
Chasing The Digital Sky Daddy (Guest: Chase Taylor)
This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.
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4 months, 1 week ago
AT THE EDGE OF THE CLIFF
This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff…
Si…
4 months, 3 weeks ago
Seriously, Marvin?! (Guest: Marvin Barth)
This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy e…
5 months, 1 week ago
THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)
This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.
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5 months, 3 weeks ago
GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)
This week Kevin & Patrick welcome, Paulo Macro & Le Shrub. They discuss Golden Age of Grift, how to navigate the current environment and whether this…
6 months, 1 week ago
FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on…
6 months, 3 weeks ago
FOXES & HEDGEHOGS (Guest: Jacob Shapiro)
This week Kevin & Patrick welcome, Jacob Shapiro. They discuss about the end of the unipolar world, what it means for your investments, and where Jac…
7 months ago
DOOM AND GLOOM SELLS (Guest: Kuppy)
This week, Patrick is STILL on vacation… so we’re joined by local legend, Kuppy to discuss the massive CAPEX spend in A.I. and why he thinks it’s not…
7 months, 2 weeks ago