Superinvestors and the Art of Worldly Wisdom
Jesse Felder worked for the largest firm on Wall …
Business
#57: Asif Suria On The Virtues Of Event-Driven Investing
This episode is long overdue. I've been following th...
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Jun 21 2023 1h 7m
Chapter 1 12 mins
Event Driven Investing StrategiesChapter 2 11 mins
Using Transactions for Idea GenerationChapter 3 14 mins
Merger Arbitrage and Market TrendsChapter 4 8 mins
Double Dipper Companies and Management ChangesChapter 5 6 mins
Investing in Founder-Led Companies and Spin-OffsChapter 6 4 mins
Opportunities in Event-Driven InvestingChapter 7 10 mins
Investment Idea Generation and Short Selling
#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
My guest for this episode is Joseph Wang. Joseph is ...
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Jun 7 2023 1h 3m
Chapter 1 10 mins
Central Banking and Market IntersectionsChapter 2 8 mins
Quantitative Easing and Its ImpactChapter 3 7 mins
Deficit Spending and InflationChapter 4 8 mins
Debt Monetization and Fed Balance SheetChapter 5 13 mins
Regime Change in the EconomyChapter 6 14 mins
Hedge Funds & Treasuries' Risks
#55: Ben Hunt On The Big 'Bust Out'
My guest for this episode is Ben Hunt. This is Ben’s...
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May 24 2023 1h 6m
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
Variant Perception is an investment research firm fo...
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Sep 14 2022 1h 4m
Chapter 1 13 mins
Benefits of Active Approach in InvestingChapter 2 9 mins
Find Historical Price Analogs for Today's MarketChapter 3 13 mins
Analyzing the Business CycleChapter 4 11 mins
Inflation and the Capital CycleChapter 5 5 mins
The Three Types of Bear MarketsChapter 6 11 mins
The Concept of a Market Bottom
#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
Known as "one of the greatest financial historians a...
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Aug 24 2022 1h 7m
Chapter 1 16 mins
The Price of TimeChapter 2 19 mins
InterestChapter 3 11 mins
The Unintended Consequences of Monetary PolicyChapter 4 13 mins
Dangers of Inflation and Central Bank PolicyChapter 5 6 mins
The Price of TimeChapter 6 54 sec
The Importance of Character
#52: Fred Hickey On 'Keeping Your Head When All About You Are Losing Theirs'
For over 35 years now, Fred Hickey has consistently ...
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May 11 2022 1h 23m
Chapter 1 13 mins
The SuperinvestorsChapter 2 7 mins
The Dangers of Serial AcquisitionsChapter 3 13 mins
Dangers of a Stock Market BubbleChapter 4 5 mins
The Aftermath of the Dot-Com CrashChapter 5 9 mins
The Tech Bust and How It's Happening AgainChapter 6 13 mins
Microsoft's Financialization and Effects on Stock MarketChapter 7 7 mins
Inflation Is ComingChapter 8 8 mins
Gold Stocks - A Good Investment?Chapter 9 4 mins
The Benefits of Walking and ThinkingChapter 10 55 sec
Super Investors in Worldly Wisdom
#51: Diego Parrilla On The Three Levels Of The Investment Game
This is the third conversation with Diego Parrilla I...
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Apr 13 2022 1h 30m
Chapter 1 17 mins
Investors Are SheepChapter 2 8 mins
Boiling Frog Analogy and InflationChapter 3 15 mins
Frogs in a PotChapter 4 4 mins
Sensitivity of Economy to Interest Rate HikesChapter 5 13 mins
What to Do When the World Is BoilingChapter 6 6 mins
The Problem With DiversificationChapter 7 14 mins
Inflation, Real Assets, and Investor MindsetChapter 8 9 mins
The Relationship Between Sports and Investing
#50: Kiril Sokoloff On The Virtues Of Just Watching The River
For long-time Superinvestors listeners, Kiril Sokolo...
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Mar 30 2022 49m
Chapter 1 10 mins
The Art of Worldly WisdomChapter 2 16 mins
InflationChapter 3 9 mins
Inflation and Crisis RiskChapter 4 13 mins
Inflation and Wealth Distribution
#49: Todd Harrison On The 'Trade Of A Lifetime
Todd Harrison is truly one of the good guys on Wall ...
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Nov 4 2021 1h 1m
Jim Stack On Charting A Course Through Stock Market Rapids
Jim Stack has been assiduously studying markets in a...
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Jul 28 2021 1h 14m
David Hay On Balancing Risk Management With Timely Opportunism
David Hay has been managing money for over 40 years ...
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Jul 21 2021 1h 3m
Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
For over half a century now, Kiril Sokoloff has not ...
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Jul 7 2021 56m
#45: Michael Oliver On The 'Massive Momentum Structure' In The Stock Market
One thing I try to do with this podcast, is to find ...
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Jun 30 2021 56m
#44: Julian Brigden On The Fed's 'Impossible Trinity
Julian Brigden is a master of models. In putting tog...
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Jun 23 2021 1h 7m
#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
It was just over two years ago Diego Parrilla first ...
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Apr 21 2021 1h 11m
Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Back in October of last year, I had the pleasure of ...
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Mar 10 2021 57m
James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
Perhaps the biggest debate in the markets today is r...
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Feb 24 2021 1h 5m
#40: Grant Williams On Focusing On What's Important
Since starting his newsletter roughly a decade ago a...
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Feb 10 2021 1h 4m
John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time
At just seventeen years old, John Hussman's introduc...
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Jan 27 2021 1h 22m
Danielle DiMartino Booth On The Future Of The Federal Reserve
After a successful career on Wall Street, Danielle D...
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Jan 13 2021 1h
Keith McCullough On The Power Of Betting On Yourself
At first blush, Keith McCullough may come off as jus...
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Dec 2 2020 1h 1m
#36: Peter Atwater On The Coming Age Of 'Screwtiny
There are very few truly unique thinkers in the worl...
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Nov 11 2020 1h 7m
Leigh Goehring On The Generational Opportunity In Energy Stocks Today
You could say that natural resources run in Leigh Go...
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Oct 7 2020 1h
Michael Green On Detecting The Greatest Value In Markets Today
Mike Green has been in the right place at the right ...
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Sep 16 2020 1h 3m
Bill Fleckenstein On Profiting From Central Bank Mistakes
It's been three years since I made the trek up to Se...
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Apr 22 2020 1h 9m