Podcast Episodes

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…

8 months 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.

Sign…

8 months, 2 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…

9 months 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…

9 months, 2 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…

9 months, 4 weeks 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…

10 months, 1 week ago

Valuation Crimes (Guest: Rupert Mitchell)

This week, Patrick is on vacation (again)… so we’re joined by the wonderfully British Rupert Mitchell, who brings us two fresh trade ideas!

https://s…

10 months, 2 weeks ago

“An Empty Room Kinda Guy” (Guest: Robert Mullin)

This week, Kevin & Patrick welcome to the show, Robert Mullin. They discuss, about why the Liberation Day decline was one of the largest VAR shocks i…

11 months ago

Get In Now! (Guest: Leonid Mironov)

This week, Kevin & Patrick welcome to the show, Leonid Mironov. They discuss why Leonid believes Trump’s Chinese tariffs are actually good news for C…

11 months, 2 weeks ago

The Economy Is Near Stall Speed (Guest: Peter Berezin)

This week, Kevin & Patrick welcome to the show, Peter Berezin. They discuss the economy and why Peter believes it’s close to stalling.

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11 months, 4 weeks ago