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The Judgment Call Podcast

The Judgment Call Podcast

103 Episodes • By The Judgment Call Podcast • judgmentcallpodcast.com/
A podcast where we talk to risk takers, adventurers, travelers, entrepreneurs and simply mind bogglers.
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The Judgment Call Podcast
The Judgment Call Podcast
@thejudgmentcallpodcast
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#102 Jared Dillian (From Lehman Brothers to 2021 – how did the financial industry change?)
00:00:23 How did Jared's path from Lehman Brothers t... more
Aug 27 2021 45m
Chapter 1 4 mins
How did Jared's path from Lehman Brothers to Internet personality develop?
Chapter 2 3 mins
How did the finance industry develop during the last 20 years?
Chapter 3 3 mins
Jared's experience on writing a novel (and how it compares to his other book)?
Chapter 4 5 mins
What is Jared's view of the deflation/ inflation debate?
Chapter 5 4 mins
Is productivity growth really as low as we assume? What role do stock buybacks play?
Chapter 6 2 mins
Is individual risk taking the key to increase productivity growth?
Chapter 7 4 mins
What are great areas of investment according to Jared?
Chapter 8 3 mins
Will DeFi eradicate banks and most of the financial industry?
Chapter 9 4 mins
Is the banking industry a good indicator for the health and competitiveness of an economy?
Chapter 10 6 mins
How consistent should financial commentators be?
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#101 Stephen Clapham (How to spot a good investment – and a fraud!)
00:00:33 How Stephen got started in the world of fin... more
Aug 27 2021 1h 7m
Chapter 1 9 mins
How Stephen got started in the world of finance and what motivated him to write his latest book
Chapter 2 10 mins
What is the basic premise of Stephen's analysis of financial statements (forensic accounting)?
Chapter 3 6 mins
What is the fine line between fraud and creative accounting?
Chapter 4 5 mins
What is Stephen's analysis of the Wirecard fraud?
Chapter 5 7 mins
How well do the current accounting standards actually work for provide transparency into profits/ losses of banks?
Chapter 6 11 mins
Where does all the printed money (from Central Banks) actually go? What is the best option to 'weather the current low growth environment'?
Chapter 7 16 mins
How 'money printing' at this huge scale seems to be deflationary instead of inflationary?
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#103 Maciej Wojtal (Should you invest in Iranian equities?)
00:00:20 How Maciej got started with Amtelon Capital... more
Aug 27 2021 1h 7m
Chapter 1 5 mins
How Maciej got started with Amtelon Capital and why he chose Iran as a primary investment target?
Chapter 2 8 mins
Why is Iran like Russia (and Eastern Europe ) in the 1990s? Is there a catalyst for Iran making it back to be connected with the rest of the world?
Chapter 3 11 mins
A short story of sanctions against Iran
Chapter 4 6 mins
How Iranians and the regime in Iran differ? Why is the regime so successful in controlling power?
Chapter 5 15 mins
What are great businesses to invest in Iran?
Chapter 6 7 mins
How Iran avoided the 'Dutch disease' of big commodity exporters
Chapter 7 10 mins
Is Iran starting to be a new part of an 'Axis power'? Will this hamper the participation of outside investors in the Iranian market?
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#100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics)
00:00:31 How Mike researched and developed his theor... more
Jul 21 2021 1h 44m
Chapter 1 7 mins
How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?
Chapter 2 5 mins
Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000's?
Chapter 3 5 mins
Does Mike's theory of passive investing predict higher volatility due to the changes in market structure?
Chapter 4 7 mins
Is our low productivity growth linked to inefficient capital allocation due to passive investing skewing investments? Is the Fed to blame for the asset bubbles?
Chapter 5 4 mins
Is the Fed's own forecast model broken now that markets follow a flow model much more than a valuation model?
Chapter 6 8 mins
Is our retirement model the problem or the solution? Is a future crash inevitable? Is the small enterprise dead forever?
Chapter 7 8 mins
How should contrarian investors position themselves? How committed can one be to an 'impending bubble'?
Chapter 8 7 mins
What is America's contribution to the world? Does China now have the better approach to capitalism? Can we ever come up with companies that do things cheap and better (instead of just better)?
Chapter 9 5 mins
Are societal changes solely to blame for changes in productivity growth?
Chapter 10 7 mins
Can longevity research (and the ability to live forever) change how the world will grow?
Chapter 11 12 mins
Should we always be 'smart investors' or is 'going with the crowd' often better? What are the dilemmas of the contrarian or cataclysmic investor? How do high profile investors deal with this?
Chapter 12 5 mins
What other bubbles does Mike see in today's market and how can retail investors trade against such a bubble formation (if they choose to do so)?
Chapter 13 17 mins
Will China start a hot war in Asia in the next 15 years? Will trade (and China's trading partners) matter? How is the chess board stacked towards such a war. What are China's incentives?
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#98 Max Wiethe (The state of financial industry and financial media)
00:03:30 What regulation should we employ in the fin... more
Jul 19 2021 1h 27m
Chapter 1 7 mins
What regulation should we employ in the financial industry? Does it make us more safe?
Chapter 2 6 mins
How Max got into his current career and what he has learned from his interviewees
Chapter 3 9 mins
Is the world going crazy? Is the 'attentionalism' already changing people and is the financial industry a good showcase for this? Is 'career risk' actually the most important part of financial decision making? How should 'risk taking' work in the financial industry?
Chapter 4 9 mins
What is the state of financial media? Why is holding up better than other parts of journalism?
Chapter 5 5 mins
Which opportunities are available in the finance sector? Are entrepreneurial opportunities in other sectors of the economy really harder to come by than a few decades ago?
Chapter 6 14 mins
Will machines take over everything but marketing and sales? Are humans competitive vs. machines in terms of making complex decisions?
Chapter 7 14 mins
Will we see the 'rise of independent curators' in the financial industry?
Chapter 8 9 mins
Have preferences for earning money changed? Is quality of life more important than high earnings?
Chapter 9 7 mins
Will exploring new planets (and the possibilities of discovering assets) change the society on earth forever?
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#99 Thaddeus ‘the Catholic’ (Pluralism, Liberalism, Postmodernism, Idolatry, World Government)
00:01:00 How Thaddeus got into philosophy and theolo... more
Jul 19 2021 1h 20m
Chapter 1 4 mins
How Thaddeus got into philosophy and theology in the first place?
Chapter 2 6 mins
How political pluralism should work? Is the US actually pluralistic?
Chapter 3 6 mins
Has liberalism built a super structure of metaethics on top of religions. Are religions (too) boxed in by the liberal structure? How has our consciousness already been changed by this structure?
Chapter 4 10 mins
Is the treatment of religions and reality comparable? How should philosophy deal with quantum physics?
Chapter 5 4 mins
What did postmodernism contribute to the current state of philosophy?
Chapter 6 3 mins
What did Friedrich Nietzsche really try to tell us in 'Thus Spoke Zarathustra'? How much of his depression should be attributed Christianity?
Chapter 7 5 mins
Why are so many people falling out with active Christianity? Is it connected to the different role of idolatry (the replacement of the divine) between the older Abrahamic religions and the New Testament?
Chapter 8 5 mins
What kind of love is the most fulfilling self-centered or selfless?
Chapter 9 1 min
How does Ayn Rand's philosophy (Objectivism) fit into the high regard that is given to selfless love by philosophers? Is altruism self love or selflessness?
Chapter 10 4 mins
Why do we have this endless potential of addiction? Is addiction a coping mechanism for reality? Does it help us reconcile long-term and short-term goals? Is it better than being stuck in place?
Chapter 11 9 mins
Is religion a system of societal error correction? Do religions give you better life goals (and free you of addictions). Have religions become too lazy and are not challenged enough? Has postmodernism shown us how uncontested religious ideas are a problem?
Chapter 12 13 mins
Is the catholic church a good model for a 'world government'?
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#97 Julio Maria Muhorro (Tales of Entrepreneurship in Africa)
00:00:36 How Julio's entrepreneurial journey started... more
Jun 16 2021 1h 26m
Chapter 1 5 mins
How Julio's entrepreneurial journey started?
Chapter 2 7 mins
How do opportunities for entrepreneurs in Africa stack up currently?
Chapter 3 7 mins
How knowledge based and digital content businesses are faring in coastal African countries. How staggered access to digital innovations delays opportunities outside of the US
Chapter 4 3 mins
How to find early adopters for your startup? Can you find them in a 'non early adopter market'?
Chapter 5 4 mins
What is the 'correct idea' of a risk-taking entrepreneur?
Chapter 6 7 mins
How will we get to nine billion brains and innovating entrepreneurs in the future?
Chapter 7 3 mins
How will we deal with the enormous amount of 'cultural download'? How difficult is it to identify opportunities?
Chapter 8 4 mins
How do we identify and allocate future revenue streams (that look more like TV/film royalties)? How do we stabilize resource allocation for micro entrepreneurship?
Chapter 9 8 mins
Why the 'platform economy' is a short term 'trap' for most entrepreneurs. But is it a good intermediate stage?
Chapter 10 6 mins
How do we set the right framework and incentive to encourage and foster entrepreneurship (as an example in Mozambique)
Chapter 11 2 mins
Is valuation the only USP of an investor? Are secondary variables more important?
Chapter 12 5 mins
Is negative or positive motivation the 'better motivation' for creating the desire to 'improve the world'?
Chapter 13 7 mins
What are the best countries to invest in in Africa? Do the 'nation states' even matter much?
Chapter 14 10 mins
Is Crowdfunding a solution to the funding problem of African startups?
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#96 Alexander Bard (The philosophy of everything)
00:00:30 How Alexander and his co-author Jan have ma... more
Jun 15 2021 1h 43m
Chapter 1 4 mins
How Alexander and his co-author Jan have managed to produce such an enormous (and prophetic) body of written work over the last 20 years
Chapter 2 4 mins
What Alexander thinks about postmodernism?
Chapter 3 4 mins
What are 'Netocrats'? How is the world changing due to the Internet? Who is ready for the digital future and who is not?
Chapter 4 5 mins
What is the future of (representative) democracy and politics in general? What is a 'sensocracy'?
Chapter 5 4 mins
How should a 'world government' work? How much subsidiarity will it allow? What role will 'charter cities' play?
Chapter 6 2 mins
Will we be able to switch between city state benevolent dictatorships (i.e. will countries/ cities be run like companies) as part of our life?
Chapter 7 3 mins
Why was Jesus Christ actually killed & the surprising utility of 'empires'
Chapter 8 3 mins
How our future laws are already emerging throughout Internet
Chapter 9 7 mins
Is competition increasing for companies? Should we react with more collaboration to improve our competitiveness?
Chapter 10 2 mins
What role do Internet platforms play? Do they actually have a monopoly?
Chapter 11 5 mins
Is marketing as a whole evil? How has it changed over the years and how it is connected to 'attentionalism'? We will abolish advertising soon to protect our 'sacred space'?
Chapter 12 7 mins
Why is productivity growth so low? Are we not daring enough? Is the focus on marketing ('useless products') to blame?
Chapter 13 1 min
Why wars (as terrible as they are) are good measures of productivity and ideology
Chapter 14 7 mins
After the 'Death of God' and the 'Death of the Individual' how are we now orient ourselves?
Chapter 15 3 mins
Why 'native tribes' don't see a crisis of meaning or depression currently? Why some religions are more static than others
Chapter 16 6 mins
What is our best bet for a future religion? Is it likely to emerge or will we have to live with many parallel truths? Will we see 'weird activism' instead?
Chapter 17 6 mins
Why the world will look more like India and Singapore soon?
Chapter 18 2 mins
What surprised Alexander the most (compared to his predictions) the within the last 20 years?
Chapter 19 4 mins
What will happen in 2038? Will AGI actually emerge by itself?
Chapter 20 12 mins
Are we (co-)created by an alien intelligence? Is the multiverse theory useful? Should we investigate spacetime more thoroughly?
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#95 Imran Lakha (How to use option strategies to improve your market edge)
00:00:38 How Imran found his way from Wall Street to... more
Jun 9 2021 1h 22m
Chapter 1 9 mins
How Imran found his way from Wall Street to teaching option strategies at Options Insight
Chapter 2 4 mins
What retail traders should learn before trading options. Why meme stocks options are such a 'rational choice' right now?
Chapter 3 10 mins
Where are the best opportunities for trading options to still have an edge?
Chapter 4 4 mins
What is Imran's view on the delation/inflation scenario? Are commodities a good hedge?
Chapter 5 6 mins
Why does a 'rational investor' buy negative yielding bonds (or very low yielding bonds) at all considering the inflation risk?
Chapter 6 6 mins
Did Softbank successfully manipulate the stock market for mid-tier tech stocks in 2020?
Chapter 7 5 mins
Is there a 'low risk' strategy to buy/sell volatility?
Chapter 8 14 mins
What are excellent, low risk hedging strategies for a portfolio? Can a option based 'hedge' actually make money?
Chapter 9 4 mins
What is the strong relationship between low interest rates and money losing tech companies?
Chapter 10 5 mins
Is there are place for 'value investors' left? Why does the investment world basically just 'bet on more free money' instead?
Chapter 11 9 mins
What is Imran's strategy to use options trading Bitcoin upside/ downside?
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#94 Erik Lentz (How to build an actual warp drive)
00:00:14 The short history of Erik's discovery (and ... more
Jun 2 2021 1h 30m
Chapter 1 6 mins
The short history of Erik's discovery (and theory) of faster than light speed travel
Chapter 2 9 mins
How Faster Than Light Speed travel would actually work?
Chapter 3 9 mins
How much energy would be required for a warp drive propulsion? Is there enough energy in the universe to make faster than light speed travel feasible?
Chapter 4 7 mins
Why the 'twin paradox' will be solved with a warp drive?
Chapter 5 6 mins
Did Stargate get the 'warp' drive idea right after all?
Chapter 6 5 mins
Are Black Holes a form of cosmic pollution left over by 'misconnecting warp drives'?
Chapter 7 5 mins
Is time the same for everyone in the universe?
Chapter 8 2 mins
What compels us to be pioneers?
Chapter 9 10 mins
Do we live in a simulation?
Chapter 10 10 mins
What are other 'faster than light' phenomena in the universe?
Chapter 11 10 mins
How does 'dark energy/ dark matter' work? What do we know about it?
Chapter 12 5 mins
Are there more dimensions than the four we can easily interact with? Does time exist without a conscious observer?
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#92 Peter Voss (How and when will we build really intelligent machines?)
00:00:30 How did Peter get started studying intellig... more
Jun 2 2021 1h 27m
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#93 Thomas Thornton (The past, present and future of Hedge Funds)
00:00:30 Thomas' experience at Wall Street (includin... more
Jun 2 2021 1h 43m
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#90 Esther Sternberg (The science of the body and mind connection)
00:00:23 How Esther got started working on the inter... more
May 28 2021 1h 9m
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#91 Harley Bassman (How to become a Convexity Maven?)
00:01:00 What is Convexity and how does it express i... more
May 28 2021 1h 11m
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#89 Bill Ottman (How to build and run a ‘free speech social network’?)
00:00:34 What drove Bill to start minds.com back in ... more
May 19 2021 1h 4m
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#87 Jeff Barr (The amazing story of Amazon Web Services)
00:00:35 How Jeff got started with Amazon Web Servic... more
May 18 2021 58m
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#88 Joe Henrich (WEIRD people and what drives a culture’s success?)
00:00:34 What drove Joe to research and write his la... more
May 18 2021 1h 7m
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#86 Marc Faber (Gloom Boom & Doom)
00:00:36 What great investors does Marc admire?00:05... more
May 12 2021 58m
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#84 Thomas Power (The Power of Social Networks)
00:00:14 The origin story of Ecademy - the original ... more
May 12 2021 1h 21m
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#85 Matthew Karch (The video game industry and will we all live in immersive simulations soon?)
00:00:35 How Matthew got started in the video game i... more
May 12 2021 58m
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#83 Jesse Felder (The state of the US economic malaise)
00:00:25 How Jesse has redefined 'value investing' f... more
May 11 2021 1h 17m
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#81 Jack Devine (The Russian threat and the role of the CIA)
00:01:34 What are the most vivid memories Jack has f... more
May 11 2021 1h 17m
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#82 Stefan Krasowski (Take the Rapid Chai Travel Express to 193 countries)
00:01:20 How Stefan's journey to 193 countries unfol... more
May 11 2021 1h 36m
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#79 Eric Weiner (One man’s fascinating search for happiness, genius and wisdom)
00:02:51 How Eric set out to write entertaining book... more
May 10 2021 1h 35m
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#80 Brian Gannon (How software is eating the hardware industry & what’s wrong with innovation)
00:01:20 The genesis of the Loop device as an idea a... more
May 10 2021 1h
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