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Episode | Date |
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Old King Coal Isn’t Dead Yet
|
Jun 12, 2023 |
Who Wins the Electric Car Race… We Don’t Care!
|
Jun 05, 2023 |
Early Cycles Turning? (Part 2)
|
May 29, 2023 |
Early Cycles Turning?
|
May 22, 2023 |
Valuations, Valuations, Valuations (Vamos!)
|
May 15, 2023 |
Growth vs. Value Investing: Have Your Cake and Eat It
|
May 08, 2023 |
Talk Of American Decline is Dangerous for Your Investment Returns
|
May 01, 2023 |
Managing a Portfolio Like Pep Guardiola
|
Apr 24, 2023 |
There’s No Such Thing as a Low Energy Rich Country
|
Apr 17, 2023 |
Long-Term Investment Opportunities in Copper
|
Apr 10, 2023 |
The Final Act of the Bear Market Cycle
|
Apr 03, 2023 |
Think More Like a Gardener
|
Mar 27, 2023 |
Failing Banks: What’s Going On…. And What Should Investors Do?
|
Mar 20, 2023 |
Are We There Yet?
|
Mar 13, 2023 |
Investing in Technology Winners Doesn’t Have to be Risky
|
Mar 06, 2023 |
A.I. Wars: ‘Shall We Play a Game?’
|
Feb 27, 2023 |
Uncertainty Abounds… But Not in these Sectors
|
Feb 20, 2023 |
Underappreciated Ideas: Nuclear Power Could Save the World
|
Feb 13, 2023 |
What is the Market Pricing In?
|
Feb 06, 2023 |
Is This a New Bull Market, or a Bear Market Rally? (Part 2)
|
Jan 30, 2023 |
What to Look Out For This Earnings Season
|
Jan 23, 2023 |
Underappreciated Ideas: African Superpower
|
Jan 16, 2023 |
Be Greedy When Others Are Fearful
|
Jan 09, 2023 |
Outlook for 2023: Why We’re Starting to Get Excited
|
Dec 19, 2022 |
Whatever You Do in 2023…. Don’t Blow Up!
|
Dec 12, 2022 |
Bear Market Update: The End of the Beginning
|
Dec 05, 2022 |
Bubbles Bursting (Slowly): Bitcoin, Crypto, Tesla and More
|
Nov 28, 2022 |
How to Invest for the Long-Term (Part 5): Investing in Health & Wellness
|
Nov 21, 2022 |
Let’s Talk Long-Term (Part 4): Going Up The Value Chain!
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Nov 14, 2022 |
Let’s Talk Long-Term (Part 3): Software Saves Lives
|
Nov 07, 2022 |
Let’s Talk Long-Term (Part 2): Investing in Climate Change
|
Oct 31, 2022 |
Let’s Talk Long-Term (Part 1): An Introduction
|
Oct 24, 2022 |
Is There Any Good News?
|
Oct 17, 2022 |
Searching for Bull Market Catalysts (Part 3): It’s the Economy, Stupid!
|
Oct 10, 2022 |
Searching for Bull Market Catalysts (Part 2): Decline & Fall of Inflation
|
Oct 03, 2022 |
Searching for Bull Market Catalysts (Part 1): Pivot or Pause
|
Sep 26, 2022 |
Dead Cats and Bull’s Legs: Interpreting Last Week’s Volatility
|
Sep 19, 2022 |
Known knowns, known unknowns, and unknown unknowns
|
Sep 12, 2022 |
When Good News = Bad News…
|
Sep 05, 2022 |
Rational Optimism
|
Aug 29, 2022 |
Is This a New Bull Market, or a Bear Market Rally?
|
Aug 22, 2022 |
Embracing Uncertainty
|
Aug 15, 2022 |
Debunking False Narratives (Part 4): Investing in Anti-Bubbles
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Aug 08, 2022 |
Debunking False Narratives (Part 3): Inflation is Putin’s Fault
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Aug 01, 2022 |
Debunking False Narratives (Part 2): Fossil Fuels Are Dead
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Jul 25, 2022 |
Debunking False Narratives (Part 1): De-Globalisation
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Jul 18, 2022 |
How Can We Use Economic Data to Gauge Where We Are in This Bear Market Cycle?
|
Jul 11, 2022 |
Falling Knives & Fallen Angels
|
Jul 04, 2022 |
Goldilocks and the Three Bear Markets
|
Jun 27, 2022 |
A New World Order for Financial Markets
|
Jun 20, 2022 |