Podcast

David Hay has been managing money for over 40 years using a tried and true…

For half a century now, Kiril Sokoloff has not only identified in advance the most…

One thing I try to do with this podcast, is to find people who are…

Julian Brigden is a master of models. In putting together his macro theses, which have…

It was just over two years ago Diego Parrilla first joined me on the podcast…

Back in October of last year, I had the pleasure of discussing the "generational opportunity…

Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will…

Since starting his newsletter roughly a decade ago and then founding RealVision a few years…