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Episode | Date |
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Jordi Visser: How AI will change investing, US debt limit, the future of trust and the banking crisis.
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May 26, 2023 |
What Investors Need to Know: What a Trump presidency means, commodity supercycle, US debt, US-China power, what markets to invest in now.
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May 12, 2023 |
Kyle Bass: China Taiwan update, Binance CZ implications & updates on Kyle's new conservation project.
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Apr 25, 2023 |
Banking Outlook, The Fed's Role, SVB, Credit Suisse, First Republic w/ Herb Greenberg, Enrique Abeyta, and Alex Beinfield
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Mar 17, 2023 |
He was short SVB! How Alex Beinfield predicted the implosion months before it happened and other cascading opportunities this week.
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Mar 12, 2023 |
As FDIC shuts down SVB, Eric Rosen explains what lead to its collapse and the impact it will have on investors
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Mar 10, 2023 |
The Fed’s interest rate announcement, consumers feeling the squeeze, and the problem with vilifying big oil w/ Eric Rosen
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Jan 31, 2023 |
Market beating Investment process, why we are NOT entering a recession, the importance of alternatives, 2023 predictions, and more w/ Jordi Visser
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Jan 12, 2023 |
2022 in Review and 2023 Predictions w/ Michael Wang, Eric Rosen, Alex Beinfield, and Josh Goltry
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Dec 28, 2022 |
12/20 - Professional Stock Picks & Market Insights - The 2nd Prometheus Investment Idea Event
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Dec 21, 2022 |
Twitter debate, Tesla CEO replacement, is Elon hurting TSLA?
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Dec 16, 2022 |
Sex, drugs, and Bahamian real estate. Examining the warning signs of FTX's collapse w/ Josh Goltry
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Nov 25, 2022 |
Is China trying to make TikTok users dumber? What will a US ban on TikTok do to the price of Meta? What could cause the Metaverse project to be paused? w/ Josh Goltry
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Nov 08, 2022 |
How looking back in time can help prepare investors for a deep and prolonged recession w/ Dan Zwirn
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Nov 01, 2022 |
The art of guiding institutional investors through tumultuous times, w/ Daniel Clifton
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Oct 05, 2022 |
Economic reality vs. investor positioning, portfolio management strategies to consider now, and the effects of WFH on productivity and career longevity w/ Alon Rosin
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Sep 21, 2022 |
What Shopify's management shake-up signals, what makes cybersecurity stocks durable, at what price he'll repurchase Nvidia, and Tesla's enormous key-man risk w/ Josh Goltry
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Sep 15, 2022 |
Kyle Bass on navigating a global recession, his new project (Conservation Equity Management), China/Taiwan tensions, and the European energy crisis
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Sep 06, 2022 |
What meme stock activity may signal, the pitfalls of being caught between investing styles, and why this is the most target-rich environment for multi-baggers since 2009 w/ Enrique Abeyta
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Aug 26, 2022 |
2023 profit predictions, concerns about tech stocks, and why meme stocks undermine confidence in the system w/ Jason Trennert
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Aug 24, 2022 |
The "dishonest" inflation reduction act, consumer behavior lag, investing against macro headwinds, and what's about to happen in China w/ Chris Blum
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Aug 16, 2022 |
What is the future for Coinbase? CPI print analysis, $TSM, $NVDA, and more tech talk w/ Josh Goltry
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Aug 11, 2022 |
Amazon's real-estate reshuffle, the effect of rising interest rates, and what the coming housing slump will look like w/ Kyle Reardon
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Aug 03, 2022 |
Could Pelosi's Taiwan trip send shockwaves through tech? Tech stock earnings, infrastructure for AI, and an $NVDA bull thesis w/ Josh Goltry
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Aug 02, 2022 |
Are commodities an inflationary safe haven? Alternative energy sources and implications of Russian gas exports w/ Robert Mullin
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Jul 27, 2022 |
Attractive energy buys now. Next week's CPI print. Options strategies for beginners. Etsy, Shopify, Meta, Apple, and more w/ Daniel Kirsch
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Jul 08, 2022 |
Tesla's EV rivals scrutinized. Plus Rocket Lab, Lemonade, Roblox, Nvidia, and the importance of not becoming a binary thinker w/ Emmet Peppers
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Jun 22, 2022 |
Explaining the contagion effect in crypto. 3AC, Celsius, Solana, Axie Infinity, and BTC-backed Microstrategy’s margin call w/ Henry Elder
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Jun 17, 2022 |
Spotify's stickiness, Netflix's road back, consumer price index predictions, ceasefire scenarios, and green energy's headwinds w/ Alex Beinfield
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Jun 10, 2022 |
Great tech companies may have the ability to power through macro messiness w/ Jose Torres
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Jun 02, 2022 |
Why signals don't indicate that this is a major bottom and why, when that bottom comes, it won’t be V-shaped w/ Christopher Verrone
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Jun 01, 2022 |
Could Twitter ban Elon? Have we reached a bottom? Where are the normal recession indicators? w/ Whitney Tilson
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May 20, 2022 |
"Elon Musk will lose!" Why putting the Twitter deal on hold is not a thing, how to distinguish a correction from a recession, and good buys in tech stocks now w/ Enrique Abeyta
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May 13, 2022 |
$41 billion VAPORIZED! The Terra LUNA/UST implosion, algorithmic stable coins, and the outlook for crypto w/ Henry Elder
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May 13, 2022 |
So the world's richest, most interesting man owns the social platform containing the "cheat codes for life." What happens next? w/ Jeff Brines
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Apr 27, 2022 |
Twitter accepts Elon Musk’s offer. Real-time reaction and analysis w/ Michael Wang
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Apr 25, 2022 |
Elon’s Twitter endgame, Tesla blowing expectations out of the water, and why we should stop thinking about it as a company that just makes cars w/ Emmet Peppers
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Apr 22, 2022 |
How the battle for Twitter could play out, how to short the Netflix collapse (and how not to) w/ Alex Beinfield
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Apr 21, 2022 |
Twitter's growth potential, investors' love of buy-back stories, and the prospect of a ceasefire-fueled rally w/ Whitney Tilson.
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Mar 31, 2022 |
Starbucks vs. Putin: a hard lesson in cancel culture, geopolitical alpha, and leveraging history to be a better investor with Marko Papic.
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Mar 23, 2022 |
Triggering an inevitable recession, corporate warfare, and buying opportunities w/ Enrique Abeyta
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Mar 17, 2022 |
How Russia’s Invasion of Ukraine accelerated a commodities hike that’s been a long time coming w/ Robert Mullin
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Mar 11, 2022 |