Podcast Episodes

China Detente & Stablecoins as SoftPower

Episode 74

(00:30) Introduction to Austin Campbell
(01:44) An In-Depth Exploration of Stablecoins
(04:18) Stablecoins: Legislation, Regulation, and Market Impact
(…

1 year, 4 months ago

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Buffett & Revenge of the Datacenters

Episode 73

(01:14) Upcoming Event in New York with Oliver Wright.
(02:35) Buffett's Departure and Market Impact
(05:04) Market Analysis
(12:45) Investment Ideas an…

1 year, 4 months ago

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Lumida News Roundup

Episode 72

(00:40) Market Overview and Economic Data

(03:36) Global Market Trends and Sentiments

(06:47) AI Tools and News Headlines

(08:38) Impact of Tariffs on G…

1 year, 4 months ago

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Livestream & Analysis of Bessent Speech

Episode 71

(01:42) Secretary Bessent's Speech

(13:49) Analysis and Market Reactions

(16:04) World Bank and IMF Reforms

(30:44) Market Overview and Current Trends

(3…

1 year, 4 months ago

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Eurasia Group on Geopolitics and New Trade Order

Episode 70

(00:29) Guest Introduction: Rob Kahn, Eurasia Group

(03:15) US Tariff Policies: Global Implications

(06:13) Tariff Negotiations 

(08:33) Economic Theori…

1 year, 4 months ago

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This Isn't Right

Episode 68

(01:52) Impact of Trade Policies
(06:54) Global Trade and Economic Theories
(12:25) Market Reactions and Investor Behavior
(14:23) Bear Market Psycholog…

1 year, 5 months ago

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HF Manager Skyler Weinand on Tariffs & The Housing Market

Episode 67

(00:00) - Introduction to Non-Consensus Investing

(01:41) - Tariffs and Their Impact

(04:17) - Economic Consequences of Tariffs

(06:58) - Market Reactio…

1 year, 5 months ago

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WOYM: Is the correction over?

Episode 66

(01:03) – Economic Indicators & Sentiment
(02:12) – Investment Strategies & Stock Picks
(02:52) – Animal Spirits in Markets
(04:18) – Valuations & Secto…

1 year, 5 months ago

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Did the Bubble Burst?

Episode 65

(00:42) Current Market Overview and Key Themes
(02:25) Personal Anecdotes and Life Lessons
(04:55) Upcoming Market Events and Predictions
(09:11) Analyz…

1 year, 6 months ago

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Hedge Fund Positioning: 13F Review

Episode 64

Download the 13F document here - bit.ly/41gM9LF

(01:12) Hedge Fund Position Analysis

(02:07) Team Expansion and Future Strategy

(02:46) Key Holdings and…

1 year, 6 months ago

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