Year: 2016

Reality Check Ahead
Podcast
Chris MacIntosh

Facing Reality With Bonds And Currencies

Today I’ve recorded a very brief message which I hope you’ll enjoy. What’s on my mind is the investments made by market participants who are basing investment decisions on global benchmarks which are severely distorted and where those investment decisions quite simply don’t price risk adequately. The below chart should

Read More »
Gratitude
Other
Chris MacIntosh

Remembering How Rich I Am

I am spending the week skiing with my family, and while bruising myself and enjoying the ache that always accompanies skiing holidays, stopping to take a break helps me to take a step back and remember to be grateful for what I have. In doing so I realised that it is the anniversary of the death

Read More »
Old People Demographics
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Coming This Way… Demographic Shock

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 »
Tuur Demeester on Bitcoin
Podcast
Chris MacIntosh

Tuur Demeester On Bitcoin

I am really excited to bring this conversation to you since in just the last month the cryptocurrency space has experienced two hacks: one to the Ethereum network and one to a crypto currency exchange Bitfinex. I think it’s a good time to revisit Bitcoin. The last time I wrote to

Read More »
Independent Mind
Other
Chris MacIntosh

Ask And Ye Shall Receive

Questions require answers and lots of questions require lots of answers. You’d be wrong in thinking that you’ll get either since the missing ingredient to both is lots of time. Someone invent me a time machine and I’ll answer more questions. Until then I have a select few to share. I do

Read More »
Zeitgeist
World Out Of Whack
Chris MacIntosh

World Out Of Whack: The Shifting Zeitgeist

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 »
Gold
Podcast
Chris MacIntosh

Conversation With A Gold Veteran

Larry Scharf is a senior vice president of investments at Raymond James in Connecticut. One of Larry’s favourite markets – and one which he’s been studying and investing in for over 30 years – is the gold market. I met Larry over 2 years ago when he became a client of mine

Read More »