Category: Podcast

Interview with Erik Townsend of Macro Voices
Podcast
Chris MacIntosh

Erik Townsend: “A Global War Is Coming”

This week I speak with Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices as he joined me on the Capitalist Exploits Big Question Podcast for a discussion where we sweep through the gamut of financial issues plaguing the global landscape. This is a conversation you won’t want

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Todd Harrison Interview
Podcast
Chris MacIntosh

Todd Harrison: “The Usual Valuation Metrics No Longer Work”

The conversation I have for you today is with Todd Harrison. Todd is an incredible character, a 20-year Wall Street veteran who’s worked multiple roles in finance, beginning at Morgan Stanley’s worldwide equity derivative desk where he built the financial services and biotech “books” into multimillion dollar profit centres. Most likely a

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Worth Wray Interview
Podcast
Chris MacIntosh

Part Deux – Chris MacIntosh Talks With Worth Wray (Global Macro Strategist)

A great deal of human behaviour is unmistakably genetic. Usain Bolt is clearly genetically disposed to outrunning drowsy cheetahs, while Michael Phelps is only part human with the other part clearly fish of some kind. Both have a physiological edge compounded by what I can only imagine must be a vomit inducing amount of punishing

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Worth Wray Interview
Podcast
Chris MacIntosh

Well “Worth” It

When I decided to set myself the task of recording one phone call I have each week I never realised how much fun it would turn out to be. Often, I figured if others were ok with it I’d hit record when on the phone to a friend, an advisor,

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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

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