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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...
To quote Aerosmith’s Steven Tyler, “There’s something wrong with the world today.” Wealth and income inequality have soared to levels not se...
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...
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...
More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken...
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...
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...
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...
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...
Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominate...
Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his stud...
For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives the...
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...
For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun...
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...
Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first intro...
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...
For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the marke...
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...
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inf...
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...
Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the t...
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing...
Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as...
At just seventeen years old, John Hussman's introduction to the world of finance was a job hand drawing charts for an investment adviser who...
After a successful career on Wall Street, Danielle DiMartino Booth spent years as special adviser to Richard Fisher while he was head of the...
At first blush, Keith McCullough may come off as just another brash and cocksure trader. Dig a bit deeper, though, and you'll find a calcula...
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...
You could say that natural resources run in Leigh Goering's blood. The son of two oil and gas engineers, Leigh has spent nearly his entire l...
Mike Green has been in the right place at the right time for his entire investment career and not just by way of good fortune. Mike has an u...
It's been three years since I made the trek up to Seattle to interview celebrated short seller Bill Fleckenstein on the topics of, "Central...
Christopher Cole is one of the foremost thinkers and practitioners in the world of volatility trading. After beginning his career in Hollywo...
Rob Arnott is one of the most accomplished and respected quantitative analysts in the world. He has written over 100 academic papers on ever...
You would be hard-pressed to find anyone who has done more to educate and inform individual investors about the fundamentals of effective in...
When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts ou...
Michael Oliver has been studying markets for over four decades but it was the 1987 stock market crash that became his "aha!" moment and conv...
Diego Parrilla has been eerily prescient in calling major turning points in a variety of markets over the past several years. Back in 2014,...
Erik Townsend is unique in the investing world for his deep expertise in two seemingly disparate fields: security technology and macro inves...
Have we entered a new era of sustainably high corporate profit margins or will they revert over time to more normal historical levels? This...
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed...
Jerry Parker began his career as an unfulfilled accountant looking for something more inspiring to do with his life. After getting rejected...
W. Ben Hunt, Ph.D. looks at the financial markets through a truly unique lens. With an extensive background in political science, game theor...
Grant Williams cut his teeth in the world of finance during one of the greatest speculative manias in history. As a prop trader at one of th...
Eric Cinnamond has been called, “the godfather of small cap absolute return investing.” From 1998 to 2016 he ran an equity investment strate...
Simon Mikhailovich emigrated from the Soviet Union at the age of 19 with his family and just $100 in a suitcase. After putting himself throu...
Roger McNamee is one of the most successful technology investors of all time. While running the T. Rowe Price Science & Technology Fund, and...
Among professional investors, Kiril Sokoloff is well known for his ability to identify major trends early on in their development cycle. For...
Tobias Carlisle runs Carbon Beach Asset Management and is the author of several books including Deep Value, Concentrated Investing and his l...
Peter Atwater was pioneer in securitization and has served in important leadership roles at some of the largest financial institutions on th...
Erik Townsend is a retired software entrepreneur turned hedge fund manager and host of the Macro Voices podcast. In this conversation Erik s...
To regular listeners, Mark Yusko needs no introduction. It was just a few months ago he appeared on the podcast to discuss Gut Instinct (And...