What Happens Next in Russia? w/ Marko Papic
Papic shares his view on the recent situation in Russia, what the longer term implications are for Vladimir Putin, and […]
Papic shares his view on the recent situation in Russia, what the longer term implications are for Vladimir Putin, and […]
In an older episode from May 2022, Kyle Bass speaks with his friend, Wil VanLoh, CEO of Quantum Energy Partners,
Toroso Investments’ CIO Michael Venuto shares lessons learned from working on the NYSE, trading Royal Caribbean options in 2009, and
Bassman shares why investing based on spreadsheets instead of common sense usually leads to issues, why he should’ve listened to
Neil Howe discusses demographic inflection points, generational impacts of the Fourth Turning, and implications for housing, migration and political polarization.
Jim Rogers discusses parallels to past market excesses, the importance of independent thinking, and China’s potential as a future growth
Muddy Waters’ Carson Block discusses legal versus intellectual fraud, GameStop’s short squeeze, and structural challenges facing activist short sellers.
Jeremy Grantham discusses today’s distinct market bubble, limited public equity opportunities, and the case for emerging markets and climate-focused venture
Boaz Weinstein discusses relative value opportunities in credit markets, Fed distortions and ETF liquidity, and discounts in closed-end funds.
Harvey Sawikin discusses investing across Eastern European emerging markets, evolving EM investor dynamics, and portfolio positioning amid dollar shifts and