#62: Ruchir Sharma On What Went Wrong With Capitalism
To quote Aerosmith’s Steven Tyler, “There’s something wrong with the world today.” Wealth and income inequality have soared to levels not se...
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Superinvestors and the Art of Worldly Wisdom
Jesse Felder worked for the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund firm and has been active in the markets for over 20 years. This podcast is his journey t...
Episodes
20 of 62 episodes#61: Peter Berezin On Finding The Courage To Be A Contrarian
There is no greater contrarian on Wall Street today than Peter Berezin. But being out-of-consensus in one of the most competitive fields on...
#60: Leigh Goehring On The Coming Revolution In Asset Markets
You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire...
#59: Vincent Deluard On The Paradigm Shift In Markets
More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken...
#58: Peter Atwater On The Great Confidence Divide
There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is on...
#57: Asif Suria On The Virtues Of Event-Driven Investing
This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources...
#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
My guest for this episode is Joseph Wang. Joseph is one of the most knowledgeable people I’ve come across when it comes to the world of cent...
#55: Ben Hunt On The Big ’Bust Out’
My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few ye...
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominate...
#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his stud...
#52: Fred Hickey On ’Keeping Your Head When All About You Are Losing Theirs’
For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives the...
#51: Diego Parrilla On The Three Levels Of The Investment Game
This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion o...
#50: Kiril Sokoloff On The Virtues Of Just Watching The River
For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun...
#49: Todd Harrison On The ’Trade Of A Lifetime’
Todd Harrison is truly one of the good guys on Wall Street. After a career that took him from the Morgan Stanley options trading desk to run...
#48: Jim Stack On Charting A Course Through Stock Market Rapids
Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first intro...
#47: David Hay On Balancing Risk Management With Timely Opportunism
David Hay has been managing money for over 40 years using a tried and true approach steeped in classic value investing paired with an apprec...
#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the marke...
#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market
One thing I try to do with this podcast, is to find people who are taking a truly unique approach to analyzing the markets, those taking the...
#44: Julian Brigden On The Fed’s ’Impossible Trinity’
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inf...
#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and wh...