Investment Wars
By Obsidian CIO
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Category: Investing
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Episodes: 37
Description
We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?
Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.
For guest opportunities or to share feedback, contact us at ocio@obsidiancio.com.
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IMPORTANT DISCLOSURE: Obsidian CIO sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.
For guest opportunities or to share feedback, contact us at ocio@obsidiancio.com.
—
IMPORTANT DISCLOSURE: Obsidian CIO sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
| Episode | Date |
|---|---|
|
Episode 37: Prediction Markets: Forecasting, AI, and the Future of Information
|
May 06, 2026 |
|
Episode 36: Private Credit: Navigating Bumps in the Road
|
Apr 02, 2026 |
|
35. Liquidity, Valuation, and the Return of the Yield Curve
|
Nov 10, 2025 |
|
34. Direct Lending and the Evolution of Private Credit
|
Oct 03, 2025 |
|
33. Interest Rates and Economic Distortions
|
Jul 16, 2025 |
|
32. Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience?
|
Jun 09, 2025 |
|
31. Energy Infrastructure – Will It Double in the Next Decade?
|
May 16, 2025 |
|
30. How to Measure and Navigate Market Uncertainty
|
Apr 28, 2025 |
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29. How Do I Select the “Right” ETF?
|
Apr 01, 2025 |
|
28. LA Fires - The Complexities of Insurance
|
Feb 24, 2025 |
|
27. Innovation Episode - The Future of AI
|
Feb 05, 2025 |
|
26. Will the Fed Cut Rates in 2025?
|
Dec 23, 2024 |
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25. Are We Entering a New Golden Age of US Manufacturing?
|
Nov 25, 2024 |
|
24. Should We Invest in China?
|
Oct 25, 2024 |
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23. Why Are Interest Rates Now Declining?
|
Oct 07, 2024 |
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22. What Will Jobs Look Like in 2040?
|
Sep 04, 2024 |
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21. NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World?
|
Jul 02, 2024 |
|
20. The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term?
|
Jun 12, 2024 |
|
19. How Demographics May Affect Future Interest Rate and Debt Levels
|
May 17, 2024 |
|
18. Will the Crypto Ecosystem Disrupt Both Fiat Currency and Digital Technologies?
|
Apr 16, 2024 |
|
17. Will the Fed Really Cut Rates Three Times This Year?
|
Apr 04, 2024 |
|
16. Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?
|
Mar 19, 2024 |
|
15. Will Robots Take over the World?!
|
Feb 08, 2024 |
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14. How Strong Is the Trend Towards Reshoring of Manufacturing?
|
Jan 16, 2024 |
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13. An Insider View of Disruption within the Auto Industry
|
Dec 20, 2023 |
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12. Is Commercial Real Estate a Risk or Opportunity?
|
Dec 06, 2023 |
|
11. Will the US Have a Deep Recession?
|
Nov 08, 2023 |
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10. Will the US Have a Shallow Recession?
|
Oct 18, 2023 |
|
9. China in Transition: Will the Chinese Consumer and Capital Spend Driven Innovation Propel China Forward?
|
Sep 26, 2023 |
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8. China, Innovation and Yield Curve Teaser
|
Sep 13, 2023 |
|
7. How Do Higher Rates Affect the Economy and Market?
|
Aug 09, 2023 |
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6. The Resilience of the 60/40 Portfolio
|
Jul 19, 2023 |
|
5. Will We Have a Hard Landing?
|
Jun 21, 2023 |
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4. US Debt Levels Are Too High
|
Jun 06, 2023 |
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3. Future of Jobs
|
May 17, 2023 |
|
2. Demographics - Aging of US / Developed Markets Will Cause Deflation
|
Apr 24, 2023 |
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1. Debate on Inflation
|
Mar 27, 2023 |