Category: Podcasts

Hedging Extraordinary Risk
Podcast
Chris MacIntosh

Hedging Extraordinary Risk

We have extraordinary risk, OK? Anyone telling you otherwise is blind, trying to sell you something, or just plain stupid. It’s a result of the mispricing of assets globally, and that is 2 parts globally coordinated central bank policies which are skewing the cost of capital and 1 part market

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Chris MacIntosh Interview
Podcast
Chris MacIntosh

A Peek Into My Mind

I was interviewed recently by Vesper Capital, a fund which manages a fund of funds for FX trading strategies. The interview was broken into 3 parts. In the first part we discuss formative years: Then in part 2, we discuss assessing risk, how psychology can interfere with investing, and much more:

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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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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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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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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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