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Featured episodes
Inflation-Watching Returns with PCE Data on Dec...
Season 3, Episode 17: Don't Fear Inflation, the...
With Alfonso Peccatiello, The Macro Compass
Season 3, Episode 16: Merger Arbitrage and Why ...
With Deepak Gurnani, Versor Investments
Season 3, Episode 15: Colin Lancaster is Fed Up!
The macro trader discusses his book and what to make of central bank policies.
Season 3, Ep. 13: The Rise of Retail Investors
With Gav Blaxberg, WOLF Financial
Season 3, Ep. 12: Cryptocurrencies and Regulato...
With Jacob Ma-Weaver, Cable Car Capital
Bonus Episode: Contrarian Investor Virtual Conf...
Bleecker Street Research, Grizzly Research Present Short Ideas
Archegos Capital and Using Behavioral Finance t...
With Gary Mishuris, Silver Ring Value Partners
S&P to Gain 15% More Before 3Q Bust: David Hunter
Hunter updates his views on the economy, markets, the Fed, and more.
Hedge Fund Manager Makes the Case for Precious ...
With Sean Fieler, Equinox Partners
Energy, Aircraft Leasing, 5G: Favorite Stock Pi...
With Leo Schmidt, CIO, River Eddy Capital Management
How Bubbles and False Narratives Made Financial...
"We've been here before," but people have always talked their books.
The Methods of a Short Activist: Gabriel Grego,...
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to...
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