Mar 18, 2025
Robert Smallbone, aka The Contrarian Capitalist, joins the
podcast to discuss his view that recession fears are overblown and
a fresh "blow-off top" is coming.
This podcast episode was recorded on Thursday, March 13,
2025 and made available to premium subscribers less than 24 hours
later! More information on premium...
Mar 11, 2025
Scott Colbert, chief economist at Commerce Trust in St. Louis,
rejoins the podcast to discuss why the economy can continue to
expand even with the onset of Trump tariffs.
This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded....
This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded....
Mar 4, 2025
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies.
This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off...
Feb 21, 2025
Dan Rasmussen of Verdad Capital joins the podcast to discuss
the dwindling prospects for AI stocks and why investors might want
to look outside the US for better returns.
This podcast episode was released to premium subscribers
on Monday, Feb. 17, 2025 without ads or announcements. For more
information about premium...
Feb 13, 2025
Rohit Goel of Breakout Capital joins the podcast to discuss
his view that the boom in the US dollar (and in US
dollar-denominated assets) will soon give way, to be replaced by a
long-awaited bullish cycle in emerging markets.
Content Highlights
- Markets have grown accustomed to US dollar dominance and with it a surge...