Year: 2016

Berlin Wall
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Walls – Going Viral

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.

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Chris Mayer of Bonner family office on investing in "the new normal"
Podcast
Chris MacIntosh

Investing In The ‘New Normal’ With Chris Mayer

Today I spoke with an old friend, Chris Mayer. Chris is the investment director at the Bonner family office. We covered a lot of things including: The rise of passive investing and the inevitable consequences of what is almost certainly a bubble. How investors are increasingly buying equities and treating

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Beach Ratio
Other
Chris MacIntosh

The Easy, Uncomplicated Way To Get Rich

I talk a lot about the global investment markets here. I’m focused on making profits, and often I’m looking to make multiples, knowing full well that some opportunities won’t work out. I’ll get timing wrong or I’ll miss something entirely and need to hedge, reposition, or exit entirely. That’s life. But

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Squeeze
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Is A Short Squeeze Coming From This?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.

Read More »
Daniel Want On Collapsing Collateral and Systemic Risks
Podcast
Chris MacIntosh

Daniel Want On Collapsing Collateral And Systemic Risks (Part 2)

Last week I published the first part of a conversation I had recorded with Daniel Want, the CIO at Prerequisite Capital Management. Today I have the second part of our conversation for you. In it Daniel and I dug into: The collapse in collateral in the system. How derivatives pose systemic risk

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BOJ
World Out Of Whack
Chris MacIntosh

World Out Of Whack: BOJ – Caution To The Wind

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.

Read More »
Daniel Want On Complex Systems And Deep Thinking
Podcast
Chris MacIntosh

Daniel Want On Complex Systems And Some Very Deep Thinking

Going deep down the rabbit hole of global financial markets can be a lot of fun and Daniel Want, the CIO at Prerequisite Capital Management has spent an awful lot of time doing just that. He is easily one of the deepest thinkers I’ve come across in a long time. After being introduced to

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