Mar 31, 2025
AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle.
This podcast was recorded on Monday, March 17, 2025 and was made...
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...