Podcast Episodes
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Cresud & IRSA 2002 : The Hard Asset Illusion and the $590 Million Dollar-Peso Convertibility Leverage Trap│File 93 T1
Season 1 Episode 93
Cresud IRSA Argentina default 2002, Eduardo Elsztain George Soros real estate, currency convertibility plan collapse Cavallo, dollar debt peso asset …
2 weeks, 6 days ago
Cresud & IRSA 2002 : Currency Mismatch & Fixed Peg Stress-Testing │GP/LP Analysis - 3 Red Flags │File 93 T2
Season 2 Episode 93
This GP/LP technical episode analyzes the credit underwriting mechanics of managed currency regimes, contrasting private corporate balance sheet desy…
2 weeks, 6 days ago
NMC Health 2020 : Reverse Factoring Mechanics & Hidden Debt Reclassification │GP/LP Analysis - 3 Red Flags│File 92 T2
Season 2 Episode 92
This GP/LP technical episode analyzes the structural architecture of accounting reclassifications, contrasting NMC’s balance sheet manipulations wit…
3 weeks ago
NMC Health 2020 : The $4 Billion Undisclosed Debt Failure and the Anatomy of a Big Four Audit Collapse│File 92 T1
Season 1 Episode 92
This is the financial autopsy of the historic NMC Health insolvency, the largest ever healthcare administration in the United Kingdom. We dissect the…
3 weeks ago
Banco Espírito Santo 2014 : Related-Party Cascades & Holding Chain Due Diligence GP/LP Analysis - 3 Red Flags│File 91 T2
Season 2 Episode 91
This GP/LP technical episode analyzes the structural architecture of related-party cascades within private holding networks, contrasting the bottom-…
3 weeks ago
Banco Espírito Santo 2014 : The Five-Layer Holding Cascade and the €3.6 Billion Single-Quarter Capital Collapse│File 91 T1
Season 1 Episode 91
Banco Espirito Santo collapse 2014, Ricardo Salgado banking scandal, Espirito Santo International debt migration, European Single Supervisory Mechani…
3 weeks ago
Banco Nación Argentina 2001 : The Largest Sovereign Lender Operating as a Hidden Fiscal Instrument│File 90 T1
Season 1 Episode 90
default 2001, state directed credit risk, provincial deficit financing mechanisms, banking collapse convertibility law, fiscal deficit off balance sh…
3 weeks, 1 day ago
Banco Nación Argentina 2001 : Quasi-Fiscal Transmissions & Directed Lending Architecture │GP/LP Analysis - 3 Red Flags│File 90 T2
Season 2 Episode 90
This GP/LP technical episode breaks down the precise transmission mechanisms of quasi-fiscal subsidies through state-owned banking channels, isolati…
3 weeks, 1 day ago
Metalclad Corporation 1997 : Federal Permits, Municipal Blockades, and the Cactus Decree That Cost Mexico $16.7 Million│File 89 T1
Season 1 Episode 89
This is the financial autopsy of the landmark Metalclad arbitration, the first investor-state dispute under NAFTA Chapter Eleven to rule that a sove…
3 weeks, 1 day ago
Metalclad Corporation 1997 : Regulatory Taking Framework & Political Risk Disconnect │GP/LP Analysis - 3 Red Flags│File 89 T2
Season 2 Episode 89
This GP/LP technical episode breaks down the sovereign liability architecture of NAFTA's Article 1110 and dissects the specific mechanisms cross-bor…
3 weeks, 1 day ago