Superinvestors and the Art of Worldly Wisdom Podcast
1) #62: Ruchir Sharma On What Went Wrong With Capitalism
The chair of Rockefeller International discusses his new book, What Went Wrong With Capitalism, what it will take to rehabilitate it and how that will affect investors.
2) #61: Peter Berezin On Finding The Courage To Be A Contrarian
Peter Berezin discusses how his macroquant model has lead him to the most bearish of all Wall Street strategist forecasts and why he has the confidence in it to take such a maverick position today.
3) #60: Leigh Goehring On The Coming Revolution In Asset Markets
Leigh Goehring discusses in detail his case for a major commodities boom dead ahead as part of broader revolution in the asset markets.
4) #59: Vincent Deluard On The Paradigm Shift In Markets
Vincent Deluard shares the fundamentals of his unique approach to macro analysis and how he is putting it to best use today to make sense of the rapidly changing economic environment.
5) #58: Peter Atwater On The Great Confidence Divide
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 one of those rare few. Whenever a major news story hits the ta...Show More
6) #57: Asif Suria On The Virtues Of Event-Driven Investing
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 of investment ideas I have come across. Asif tracks and writ...Show More
7) #56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
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 central banking and how it intersects with markets. His experien...Show More
8) #55: Ben Hunt On The Big 'Bust Out'
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 years ago and if you are not familiar with his work, I encoura...Show More
9) #54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passive investing and other purely quantitative strateg...Show More
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
1:04:13 | Sep 14th, 2022
10) #53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his study of finance theory, speculative bubbles and economics goes ...Show More
#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
1:07:43 | Aug 24th, 2022